Disclosure

The Twenty Under Forty award, administered by The Daily Sun, is based on six objective criteria. Eligibility criteria include: 1)
Career achievement to-date; 2) Commitment to excellence in career; 3) Leadership within company and/or industry; 4)
Contribution to business growth; 5) Involvement in community activities; and 6) Leadership in community organizations. Wealth
managers to not pay a fee to be considered or placed on the final list of Twenty Under Forty recipients. The award does not
evaluate the quality of services provided to clients and is not indicative of the wealth manager’s future performance. The inclusion
of a Wealth Manager on this list should not be construed as an endorsement of the Wealth Manager by The Daily Sun. Working
with an award recipient is no guarantee as to future financial success, nor is there any guarantee that the selected recipients will be
awarded this accomplishment in the future.