Of those nominated, On Wall Street bases its rankings on quantitative and qualitative criteria. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. For more information, see www.SHOOKresearch.com. The MBS Index excludes buy downs, graduated-equity mortgages, and project loans. This ranking is not indicative of the Financial Advisors future performance. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to PLANADVISER or ISS Media to obtain or use the ranking. This exclusive conference is designed to promote best practices and generate new ideas across the industry. 2020 NAPA Top DC Advisor Multi-Office Firms. Source: Barron's.com (February 2015) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2015. Source: Forbes.com (July 2017) 2017 Forbes Top 500 Next Generation Wealth Advisors ranking awarded in 2017. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 2013 Financial Times 400 Top Financial Advisors. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Source: Barron's.com (April 2017) 2017 Barron's Top 30 Institutional Consultants ranking awarded in 2017. Investment performance is not a criterion. 2023 Forbes Americas Top Wealth Advisors & Best-In-State Wealth Advisors. For more on methodology please go to www.ft.com/reports. Investment performance is not a criterion. For more information, see www.SHOOKresearch.com. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2019 Aug 2020. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2021 - Sept 2022. Source: Baltimore Jewish Times, Up-and-Coming Young Professionals, March 2009. This ranking is not indicative of the Financial Advisors future performance. 2018 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Ratings are based on the opinion of the Financial Times and may not be representative of any one clients experience nor indicative of the financial advisors future performance. Ratings are based on the opinion of ISS Media and may not be representative of any one clients experience nor indicative of the financial advisors future performance. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. PLANADVISER Top 100 Retirement Plan Advisers 2018. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 12/31/13 - 12/31/15. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. The FT 401 is based on data gathered from advisors, regulatory disclosures, and the FT's research. It equals the current stock price of a company multiplied by the total number of outstanding shares. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) during the period from 9/30/19 - 9/30/20. All bonds included in the High Yield Index must be dollar-denominated and nonconvertible and have at least one year remaining to maturity and an outstanding par value of at least $150 million. For more on methodology please go to www.ft.com/reports. Morgan Stanley is not affiliated with Coalition Greenwich. Investment performance is not a criterion. Financial Plannings Top 40 Under 40 2022. This advisor in addition to the award recipients, was one of several hundred financial advisors who were selected by their firms to attend the 10th annual Barrons Top Women Advisors Summit, hosted by Barrons magazine, to promote best practices in the industry and the value of advice to the investing public. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. Investment performance is not a criterion. Increase in the price of an investment; also known as growth. Source: Barron's.com (April 2021) 2021 Barron's Top 100 Financial Advisors awarded in 2021. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. The percentage of the funds equity securities representing each economic sector is compared to the percentage of securities held in the funds benchmark. On Wall Streets Top 100 Branch Manager Honorees, as identified by On Wall Street, uses criteria, such as achievements during the year; ability to identify, recruit, develop, retain and reward talented Financial Advisors and dedication to the goal of providing superior client service. 2016 Financial Times 401 Top Retirement Advisors. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. The listing reflects each advisors status in six primary areas: assets under management (AUM), asset growth, compliance record, experience, credentials and online accessibility. 2011 PLANSPONSOR Retirement Plan Adviser of the Year. For more information on ranking methodology, go to www.WCorg.com. 2023 Forbes Americas Top Wealth Management Teams. Investment performance is not a criterion. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Investment performance is not a criterion. Ratings are based on the opinion of NAPA and may not be representative of any one clients experience nor indicative of the advisors future performance. Source: Barron's.com (June 2016) 2016 Barron's Top 100 Women Financial Advisors ranking awarded in 2016. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2014 - Dec 2015. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. This ranking is based on quantifiable and objective criteria, including, but not limited to, AUM, compliance record, years of experience, AUM growth rate, industry certifications and online accessibility. Nominated advisors are then asked to complete an extensive survey. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2016 - Dec 2017. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Rod Westmoreland Merrill Private Wealth Management Atlanta Georgia $2.5M $4.2B. 2017 Barron's Top 1,200 Financial Advisors: State-by-State. Source: Forbes.com (Feb 2019) 2019 Forbes Best-In- State Wealth Advisors rankings awarded in 2019. For more information, see www.SHOOKresearch.com. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. The criteria are that nominees must be based in the Chicago area, currently employed full time at a financial institution or company offering wealth management services, have a minimum of five years experience, oversee at least $10 million in assets under advisement and contributions within the industry. Ratings are based on the opinion of ISS Media and may not be representative of any one clients experience nor indicative of the financial advisors future performance. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. 2015 Financial Times 400 Top Financial Advisors. 2021 Forbes America's Top Women Wealth Advisors. Neither Morgan Stanley Smith Barney LLC nor Graystone Consulting pays a fee to Coalition Greenwich in exchange for the award; Graystone does not pay to have its clients participate in the study. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. Source: Worth magazines Top 100 Wealth Advisors, bases its rankings on qualitative criteria that include: professional designations and educational credentials, professional experience, acceptable compliance records, outlook on the investment climate, model portfolio returns, and client retention rate. Barrons Winners Circle Top Advisors Summit 2013. This ranking is not indicative of the Financial Advisors future performance. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) during the period from 9/30/20 - 9/30/21. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2015 - Dec 2016. Source: Forbes.com (July 2020) 2020 Forbes Top Next-Gen Wealth Advisors ranking awarded in 2020. Includes bonds that have cash flows linked to an inflation index. 2023 Forbes Americas Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State Source: Forbes.com (August 2023) Forbes America's Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-In-State ranking awarded in 2023. This ranking is not indicative of the Financial Advisors future performance. Reuters accepts nominations from Financial Advisors. 2009 Barron's Top 100 Women Financial Advisors. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC to obtain or use the ranking. This ranking is not indicative of the Financial Advisors future performance. Barclays Capital Mortgage Backed Securities Bond (MBS) Index. Shows the five top currencies in which the fund has the largest exposure. Source: planadviser.com (May 2020) awarded in 2020. 2017 NAPA's Top Retirement Plan Advisors Under 40 (Young Guns). Total capitalization of the portfolio divided by the number of securities in a portfolio. Ratings are based on the opinion of NAPA and may not be representative of any one clients experience nor indicative of the advisors future performance. Total market value is determined by multiplying the price of its stock by the number of shares outstanding. Fixed income investments receiving high credit quality ratings. 2022 Barron's Top 1,200 Financial Advisors: State-by-State. Securities Agent: PR, UT, WA, FL, IL, NY, MI, WY, VA, TX, TN, SD, PA, OR, OH, NV, NM, NJ, NH, NC, MO, MN, MD, MA, KY, ID, HI, GA, DE, DC, CT, CO, CA, AZ; General Securities Representative; Investment Advisor Representative. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. Calculated by creating a weighted average of the stated maturities for the bonds in a funds portfolio. Nominees must be women retirement plan advisors with their own book of business. Measures the performance of those Russell 1000 companies with lower price-to-book ratios and lower forecasted growth values. Compares the size of the companies whose stocks are held by the mutual fund to the size of the companies that comprise the funds benchmark. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to PLANADVISER or ISS Media to obtain or use the ranking. Source: napa-net.org (November 2019) awarded in 2019. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Working Mother Magazine (the publisher) during the period from 3/31/19 - 3/31/20. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2020 - Mar 2021. Ratings are based on the opinion of the Financial Times and may not be representative of any one clients experience nor indicative of the financial advisors future performance. Investments in short-term debt obligations issued by governments, banks and corporations. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors pay a fee to ASPPA in exchange for the award. Source: napa-net.org (October 2018) awarded in 2018. A fund with a positive Excess Return has on average outperformed its benchmark on a quarterly basis. Various market cycles may make a manager shine or look poor, sub-styles can enhance ones understanding of the reasons behind a managers relative performance. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Unlike Beta, which measures volatility relative to the aggregate market, Standard Deviation measures the absolute volatility. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Multi-cap core funds typically have an average price-to-cash flow ratio, price-to-book ratio, and 3-year sales-per-share growth value compared to the S&P/Citigroup World ex-U.S. BMI. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Investment performance is not a criterion. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC for placement on its rankings. Member SIPC. Ratings are based on the opinion of NAPA and may not be representative of any one clients experience nor indicative of the advisors future performance. Nominees must be women retirement plan advisors with their own book of business. Standard & Poors Corporation and Moodys Investors Service rate the credit quality of publicly traded debt securities. The accuracy of Alpha is therefore dependent on the accuracy of Beta. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. This ranking was determined based on an evaluation process conducted by ISS Media during the period from 1/1/21 12/31/21. Investment performance is not a criterion. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Country Value/Growth indices are then aggregated into regional Value/Growth indices. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2012 - Mar 2013. Investment performance is not a criterion. 2010 Barron's Top 100 Women Financial Advisors. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2014 Aug 2015. The clients quantitative responses to the questions may not be representative of any one clients experience and are not indicative of the participating firms nor their financial advisors future performance. 2023 Barron's Top 1,200 Financial Advisors: State-by-State. Investment performance is not a criterion. Nominees must be women retirement plan advisors with their own book of business. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC to obtain or use the ranking. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 9/30/13 - 9/30/14. This ranking is not indicative of the Financial Advisors future performance. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Founded in 1977, Private Wealth Management is the division of Morgan Stanley Wealth Management that is dedicated to serving the firms most affluent clients, including some of the worlds most accomplished entrepreneurs, executives and stewards of multigenerational wealth. This ranking is not indicative of the Financial Advisors future performance. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) during the period from 3/31/20 - 3/31/21. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. For more information, see www.SHOOKresearch.com. Source: Barron's.com (April 2013) 2013 Barron's Top 100 Financial Advisors awarded in 2013. Source: Barron's.com (April 2020) 2020 Barron's Top 50 Private Wealth Management Teams ranking awarded in 2020. Financial Advisors in the Top-Ranked Teams have a minimum of seven years of financial services experience. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Working Mother Magazine. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Formulation of Tax, Trust and Estate Strategy. Composite portfolio of equity (stock market) total returns for countries of Europe, Australia, New Zealand and the Far East. Research is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 2020 Forbes America's Top Wealth Advisors. A sub-segment of the questions was used to determine eligibility for the Top 100. Research Magazines Top-Ranked Teams in America. U.S Bank First Line Risk Associate. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. This ranking is based on a mixture of qualitative and quantitative measures, including tenure in the business, focus on retirement plan business as a percentage of practice revenue, willingness to serve in a fiduciary role to clients plans, and a review of essay answers and compliance records. This ranking is not indicative of the Financial Advisors future performance. This ranking is not indicative of the Financial Advisors future performance. Private Wealth Management Institutional Consulting Analyst. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Source: Barron's.com (March 2023) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2023. The CPI is equal to the sum of prices of a number of goods purchased by consumers and weighted by the proportion each represents in a typical consumers budget. Ratings are based on the opinion of ISS Media and may not be representative of any one clients experience nor indicative of the financial advisors future performance. This ranking is not indicative of the Financial Advisors future performance. Nominees were required to submit responses to an application comprised of a series of quantitative and qualitative questions about their experience, size and composition of their practice, awards and recognitions, and industry contributions, which were then reviewed by a panel of senior advisor industry experts, who, based on those criteria, and following a broker-check review, selected the top young advisors. U.S. Treasury obligations that mature in more than ten years. This ranking is not indicative of the Financial Advisors future performance. For more on methodology please go to www.ft.com/reports. 2014 Financial Times 400 Top Financial Advisors. The manager decides which stocks or bonds to buy or sell and when. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2021 - Mar 2022. The return investors anticipate they will receive on an investment over some future period. The invitation-only conference was held at The Breakers in Palm Beach, Florida, from December 2 to 4. This award does not evaluate the quality of services provided to clients and is not indicative of the Financial Advisor's future performance. Greenwich Associates 2018 Quality Leader Award. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Nominees must be retirement plan advisors with their own book of business and less than 40 years of age. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Working Mother Magazine (the publisher) during the period from 3/31/20 - 3/31/21. Finalists are entitled to receive paid airfare, conference registration, and three nights hotel accommodations to The ASPPA 401(k) SUMMIT. This ranking is not indicative of the Financial Advisors future performance. This ranking is not indicative of the Financial Advisors future performance. Earnings per share; a companys net income divided by the total number of outstanding shares. Ratings are based on the opinion of ISS Media and may not be representative of any one clients experience nor indicative of the financial advisors future performance. 2021 Barron's Top 1,200 Financial Advisors: State-by-State. Its backoffice, specifically legal and compliance, seem more eager to create roadblocks than to delight its customers. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Discover how our goals-based planning process takes into account all of your financial needs to deliver a customized plan. Source: planadviser.com (May 2019) awarded in 2019. Source: napa-net.org (March 2022) awarded in 2022. Represents the weighted average of the price/ book ratios of the stocks in a funds portfolio. This ranking is not indicative of the Financial Advisors future performance. 2017 Forbes America's Top Women Wealth Advisors. 2018 Barron's Top 1,200 Financial Advisors: State-by-State. Participants attended workshops, many led by the Top 100 Women Financial Advisors, that explored current issues ranging from business development ideas through managing high net worth accounts and families to portfolio management and retirement planning. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. The award is based upon a recipients application and not upon any qualitative and quantitative criteria relating specifically to ones position as a Financial Advisor. This advisor, in addition to the award recipients, was one of several hundred financial advisors who were selected by their firms to attend the annual Barrons Top Women Advisors Summit, hosted by Barrons magazine to promote best practices in the industry and the value of advice to the investing public. This award was issued in 2013 and based on the evaluation process below. Investment performance is not a criterion. 2020 Barron's Top 100 Women Financial Advisors. This ranking is not indicative of the Financial Advisors future performance. This ranking is based on a mixture of qualitative and quantitative measures, including tenure in the business, focus on retirement plan business as a percentage of practice revenue, willingness to serve in a fiduciary role to clients plans, and a review of essay answers and compliance records. For more information on NABCAPs methodology, go to nabcap.org. For more on methodology please go to www.ft.com/reports. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2017 Aug 2018. Source: planadviser.com (May 2021) awarded in 2021. This ranking is not indicative of the Financial Advisors future performance.

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