Tag: generational wealth
The Price of Becoming: Why Excellence Never Arrives with Ryan Hawk (Ep. 19)

The Price of Becoming: Why Excellence Never Arrives with Ryan Hawk (Ep. 19)

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Ryan Hawk has interviewed over 650 of the world’s top leaders, and he says the most important thing he has learned from all of them has nothing to do with strategy. It comes down to one word: curiosity.

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Inspired to discuss this topic further? Contact us now to start a conversation:
https://tfowealth.com/contact-us/
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Key Takeaways:

  • Ryan Hawk has interviewed over 650 world class leaders on The Learning Leader Show.
  • The most dangerous mindset for any leader is believing they have arrived.
  • Curiosity is Ryan’s number one way to give and receive love.
  • Jim Collins defines leadership as getting people to want to do what must be done.
  • Consistency and daily rituals matter more than motivation or intensity.
  • Excellence often looks boring from the outside, like a golfer who never misses a fairway.
  • Small daily habits compound into a life of continuous growth.

Chapters: 

  • 0:00  Meet The Learning Leader
  • 1:18  Why He Started Podcasting
  • 4:11  What Great Leaders Look Like
  • 6:29  The Danger Of Arrival
  • 8:21  The Real Price Of Excellence
  • 11:09  Curiosity As A Love Language
  • 15:04  The Question He Always Asks
  • 18:42  Defining True Leadership
  • 20:58  What Companies Get Wrong
  • 24:37  The Price He Pays Daily
  • 28:42  Why Boring Wins In Golf
  • 30:35  Final Thoughts And A Book Pick

 

We have limited copies of Ryan’s new book “The Price of Becoming” to give away to our audience. If you reside in the United States and would like us to send you a copy of the book, please become a new subscriber to our channel and fill out the form below. Fill out this form to receive your copy of “The Price of Becoming”: https://tdcforms.wufoo.com/forms/get-a-copy-of-ryan-hawks-book/

 

Connect with TFO Wealth Partners: 

 

Learn More About Ryan: and the Learning Leader:

Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com)

 

About Our Guest, Ryan Hawk: 

For the past decade, Ryan Hawk has interviewed more than 650 of the world’s most influential leaders, including Jim Collins, Simon Sinek, Adam Grant, Tony Robbins, James Clear, Jocko Willink, and JJ Redick, on The Learning Leader Show, an Apple Podcasts Best Seller for four years running and one of the top ranked business podcasts in the world.

Ryan is a bestselling author and keynote speaker who has worked with organizations including Salesforce, LinkedIn, Microsoft, and Dell. His books include Welcome to Management, The Pursuit of Excellence, and The Score That Matters, and his newest release, The Price of Becoming, explores how small, consistent choices compound into a life of continuous growth.

A former college quarterback and twelve year corporate sales leader, Ryan now spends his time studying excellence, working with leadership teams, and preparing for his next conversation on The Learning Leader Show.

 

TFO Wealth Partners, LLC (“TFO”) is an SEC-registered investment advisor located in Maumee, OH. Brady Fineske is a Partner and investment adviser representative of TFO. Registration with the SEC does not imply a certain level of skill or training. The opinions expressed in this podcast are for general informational and educational purposes only, are subject to change at any time, and should not be construed as TFO’s or Mr. Fineske’s solicitation to effect, or attempt to effect, transactions in securities, or the rendering of personalized investment advice. 

All investments and strategies, including any described in this podcast, have the potential for profit or loss. Past performance does not guarantee future results.  Any index performance described in this broadcast does not reflect the deduction of transaction, management, or other fees that would decrease performance results. While the information presented in this podcast is believed to be factual and up to date, TFO or Mr. Fineske does not guarantee its accuracy, and it should not be regarded as a complete analysis of the subjects discussed. Listeners should not rely on the content of this podcast as the sole basis for their legal, tax, investment, financial planning or estate planning decisions and should always consult an attorney or tax professional or any other investment professional regarding what may be appropriate for their specific situations.

553aWP – 2026.07

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The Letter That Changes Everything: The Legacy Letter with Blake Brewer (Ep. 18)

The Letter That Changes Everything: The Legacy Letter with Blake Brewer (Ep. 18)

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What if the most powerful thing you could give your family had nothing to do with money? In this episode, Brady sits down with Blake Brewer, founder of the Legacy Letter, to explore one of the most personal and transformative conversations we have had on this show. Blake’s story begins with tragedy and ends with a mission that has already touched thousands of families.

At 19 years old, Blake lost his father in a drowning accident while on a family vacation. Hours later, his mother handed him a letter his dad had written and planned to give him on that very trip. That letter changed the trajectory of Blake’s grief, his faith, and ultimately his entire career. Today Blake is on a mission to help one million parents write a meaningful, lasting letter to the people they love most.

Key Takeaways:

  • A parent’s written words can anchor a child through grief in ways nothing else can.
  • The Legacy Letter follows a proven structure: intro, apology, love, pride, belief, advice, and closing.
  • The apology section is the hardest part and the most important. Own it without blame.
  • Your children are telling themselves a story about how much you love them. It may not match yours.
  • This letter is not about death. It is about pouring into your family right now.
  • Done is better than perfect. Sooner is always better than later.
  • TFO is hosting a virtual Legacy Letter event with Blake on September 24th. Contact us through the show notes to join.

Chapters:

0:30 Today’s Guest & Topic
1:35 The Day Everything Changed
5:00 Underwater and Out of Options
6:40 The Letter That Saved Him
9:08 Pain Into Purpose
11:51 The Power of Time
14:28 A Blank Sheet of Paper
16:07 What is a Legacy Letter?
20:11 When and How to Deliver It
21:40 The Daughter Who Didn’t Know
24:48 Mistakes People Make
26:36 Don’t Wait Another Day

📝 Want to write your Legacy Letter with Blake Brewer? Join us for a virtual workshop on September 24th. Sign-up here to receive a link to register once it opens up: https://tdcforms.wufoo.com/forms/interested-in-attending-our-legacy-letter-workshop/

About Our Guest, Blake Brewer:

Blake Brewer is the founder of the Legacy Letter and the Legacy Letter Challenge. His mission grew directly out of one of the most devastating moments of his life. At 19, Blake lost his father in a drowning accident during a family vacation in Hawaii. Hours after the tragedy, his mother found a letter his father had written and planned to deliver on that trip. That letter shaped how Blake grieved, how he healed, and ultimately how he chose to live.

After spending years mentoring college students and witnessing the impact his father’s words continued to have on his own life, Blake developed a structured process to help other parents write meaningful letters to their children. He has since guided thousands of families through the experience and is working toward his goal of helping one million moms and dads put their most important words on paper.

Blake has been featured on The Today Show, The Mike Huckabee Show, and numerous other platforms. He speaks to groups across the country and works with families at live and virtual events to help them capture their legacy in a form that can be held, read, and passed down for generations.

TFO Wealth Partners, LLC (“TFO”) is an SEC-registered investment advisor located in Maumee, OH. Brady Fineske is a Partner and investment adviser representative of TFO. Registration with the SEC does not imply a certain level of skill or training. The opinions expressed in this podcast are for general informational and educational purposes only, are subject to change at any time, and should not be construed as TFO’s or Mr. Fineske’s solicitation to effect, or attempt to effect, transactions in securities, or the rendering of personalized investment advice.

All investments and strategies, including any described in this podcast, have the potential for profit or loss. Past performance does not guarantee future results. Any index performance described in this broadcast does not reflect the deduction of transaction, management, or other fees that would decrease performance results. While the information presented in this podcast is believed to be factual and up to date, TFO or Mr. Fineske does not guarantee its accuracy, and it should not be regarded as a complete analysis of the subjects discussed. Listeners should not rely on the content of this podcast as the sole basis for their legal, tax, investment, financial planning or estate planning decisions and should always consult an attorney or tax professional or any other investment professional regarding what may be appropriate for their specific situations.
2026.06 546aWP – 2026.06

Connect with TFO Wealth Partners:

High-Net-Worth Wealth Management Firm


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Raising Resilient Heirs: John Cunningham on Teaching the “Four R” Framework (Ep. 8)

Raising Resilient Heirs: John Cunningham on Teaching the “Four R” Framework (Ep. 8)

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Wealth can open doors, but it can also close off growth if the next generation isn’t prepared for struggle, purpose, and perspective. 

The real challenge isn’t creating wealth, it’s preparing your children to handle it with character and meaning.

In this episode, host Brady Fineske speaks with executive coach and former psychotherapist John Cunningham, M.A., about helping families build resilience and purpose across generations. John explains how to prevent “inheritance waiters,” how to guide children through transitions, and how to measure maturity through his “Four R’s” framework.

Key Takeaways:

  • The danger of raising “inheritance waiters”, children waiting for wealth instead of creating their own path
  • Why parents’ desire to make life easier for their kids can backfire
  • How to ask the question: “What evidence do you have that your wealth helps, not harms, your children?”
  • The “Four R’s”, restraint, respect, reverence, and reciprocity, as tools to gauge character development
  • How storytelling and shared family activities can pass down values more effectively than lectures
  • And more!

Connect with TFO Wealth Partners: 

Connect with John Cunningham: 

About Our Guest: 

John Cunningham, M.A., long-time speaker, trainer, psychotherapist, and coach, brings vast experience and a unique and compelling skill-set to the financial services industry. As a relationship-based business consultant, John assists executives, advisors, business leaders, and organizations to create possibilities and outcomes previously unimagined by recognizing and removing personal and professional barriers to success to maximize potential, gratification, and profit. He offers coaching, training, and strategic planning for effective client engagement beyond the standard financial industry talking points, unshakeable confidence derived from deep self-understanding, and the leadership competence required for navigating the hidden elements of human, group, team, and family dynamics. Understanding oneself and the ability to see into the quietly held desires and dreams of others is the invaluable intangible essential to any relationship-based business. Trainings and private coaching sessions with John advance experienced advisors to the highest levels of gratification and success at work, and beyond.

 

TFO Wealth Partners, LLC (“TFO”) is an SEC-registered investment advisor located in Maumee, OH. Brady Fineske is a Partner and investment adviser representative of TFO. Registration with the SEC does not imply a certain level of skill or training. The opinions expressed in this podcast are for general informational and educational purposes only, are subject to change at any time, and should not be construed as TFO’s or Mr. Fineske’s solicitation to effect, or attempt to effect, transactions in securities, or the rendering of personalized investment advice. 

All investments and strategies, including any described in this podcast, have the potential for profit or loss. Past performance does not guarantee future results.  Any index performance described in this broadcast does not reflect the deduction of transaction, management, or other fees that would decrease performance results. While the information presented in this podcast is believed to be factual and up to date, TFO or Mr. Fineske does not guarantee its accuracy, and it should not be regarded as a complete analysis of the subjects discussed. Listeners should not rely on the content of this podcast as the sole basis for their legal, tax, investment, financial planning or estate planning decisions and should always consult an attorney or tax professional or any other investment professional regarding what may be appropriate for their specific situations. 

476aWP – 2026.01

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The Seven Disciplines of Families Who Pass on More Than Money with David York (Ep. 6)

The Seven Disciplines of Families Who Pass on More Than Money with David York (Ep. 6)

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When does wealth truly become legacy? 

Brady Fineske, President of TFO Wealth Partners, sits down with David York, attorney, CPA, author, and co-founder of COREnology, to explore how families can transform wealth into a tool for unity, values, and purpose.

David shares the seven disciplines of families who successfully transfer wealth and why clarity of identity and purpose matters more than tax structures or technical planning. Together, they unpack how to prepare children for wealth, not just with it, and how values-based planning creates stronger, more connected generations.

Expect to learn:

  • The seven habits of families who successfully pass on wealth and wisdom
  • How to move from fear-based to opportunity-based legacy planning
  • Why purpose and identity are more powerful than tax strategy
  • How tools like COREnology help families define, measure, and live their values
  • And more!

Interested in exploring COREnology for your family? Visit their website at https://corenology.com/ 

Also, if you’re interested in a copy of either of David’s books, we’ve supplied links below:
Entrusted: Building a Legacy That Lasts
The Gift of Lift: Harnessing the Power of Stewardship to Elevate the World 

Connect with TFO Wealth Partners: 

Connect with David York:

About Our Guest:

David R. York is the CEO and Co-Founder of COREnology and one of the nation’s leading voices on family legacy, estate planning, and purposeful wealth. A practicing estate planning attorney, CPA, and sought-after speaker, David helps families bridge the gap between financial success and lasting significance. He is the author of several acclaimed books, including Entrusted: Building a Legacy That Lasts and The Gift of Lift: Harnessing the Power of Stewardship to Elevate the World, which challenge traditional views of inheritance and empower families to define wealth through values and identity. Known for blending technical expertise with a deeply human perspective, David’s work inspires families to move beyond preserving assets to cultivating thriving generations connected by purpose and meaning.

 

TFO Wealth Partners, LLC (“TFO”) is an SEC-registered investment advisor located in Maumee, OH. Brady Fineske is a Partner and investment adviser representative of TFO. Registration with the SEC does not imply a certain level of skill or training. The opinions expressed in this podcast are for general informational and educational purposes only, are subject to change at any time, and should not be construed as TFO’s or Mr. Fineske’s solicitation to effect, or attempt to effect, transactions in securities, or the rendering of personalized investment advice. 

All investments and strategies, including any described in this podcast, have the potential for profit or loss. Past performance does not guarantee future results.  Any index performance described in this broadcast does not reflect the deduction of transaction, management, or other fees that would decrease performance results. While the information presented in this podcast is believed to be factual and up to date, TFO or Mr. Fineske does not guarantee its accuracy, and it should not be regarded as a complete analysis of the subjects discussed. Listeners should not rely on the content of this podcast as the sole basis for their legal, tax, investment, financial planning or estate planning decisions and should always consult an attorney or tax professional or any other investment professional regarding what may be appropriate for their specific situations. 

460aWP – 2025.11

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Trustee Secrets with Donald Scott: Avoiding Family Conflict and Protecting Generational Wealth (Ep. 4)

Trustee Secrets with Donald Scott: Avoiding Family Conflict and Protecting Generational Wealth (Ep. 4)

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It’s easy to underestimate the role of a trustee until you’re wearing the hat yourself.

On this episode of The Wealth and Purpose Podcast, host Brady Fineske, CFP®, welcomes Donald Scott, VP & Director, TFO Trust Company, to peel back the layers of this complex responsibility. 

Donald shares how trustees juggle administrative, investment, and distribution duties and why “not knowing what you don’t know” can be a costly mistake.

Listeners will discover:

  • The difference between technical expertise and true wisdom
  • South Dakota’s surprising advantage in trust law
  • Why appointing family members can strain relationships
  • How trust companies maintain continuity over generations
  • And more

Connect with TFO Wealth Partners: 

Connect with Donald Scott:

About Our Guest: 

Donald Scott has been serving wealthy families for over 15 years. In his role as a Family Wealth Strategist with TFO Wealth Partners, Donald is responsible for providing strategic advice to client families on a wide variety of financial topics that impact their lives. In addition, Donald leverages his past experience as an estate planning partner in a national law firm in his role as Director of Estate Planning with TFO. Donald also serves as Vice President and Director of TFO Trust Company, serving affluent families with various trustee services designed to fit their specific needs. 

 

TFO Wealth Partners, LLC (“TFO”) is an SEC-registered investment advisor located in Maumee, OH. Brady Fineske is a Partner and investment adviser representative of TFO. Registration with the SEC does not imply a certain level of skill or training. The opinions expressed in this podcast are for general informational and educational purposes only, are subject to change at any time, and should not be construed as TFO’s or Mr. Fineske’s solicitation to effect, or attempt to effect, transactions in securities, or the rendering of personalized investment advice.

All investments and strategies, including any described in this podcast, have the potential for profit or loss. Past performance does not guarantee future results. Any index performance described in this broadcast does not reflect the deduction of transaction, management, or other fees that would decrease performance results. While the information presented in this podcast is believed to be factual and up to date, TFO or Mr. Fineske does not guarantee its accuracy, and it should not be regarded as a complete analysis of the subjects discussed. Listeners should not rely on the content of this podcast as the sole basis for their legal, tax, investment, financial planning or estate planning decisions and should always consult an attorney or tax professional or any other investment professional regarding what may be appropriate for their specific situations.

424aWP – 2025.08

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Building Resilient Families with Bruce Feiler: Adapting, Communicating, and Creating Positive Memories (Ep. 3)

Building Resilient Families with Bruce Feiler: Adapting, Communicating, and Creating Positive Memories (Ep. 3)

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When your family gathers, what topics do you discuss, and what do you avoid?

In this deeply human episode, host Brady Fineske, CFP®, sits down with seven-time New York Times bestselling author and family strategist Bruce Feiler to explore the surprising truths behind what helps empower families to thrive. Bruce shares powerful lessons from his own life and 15 years of research, revealing that great families aren’t born, they’re built through intention, communication, and storytelling.

From family meetings rooted in Agile methodology to rituals that create a safe space for values to flourish, Bruce offers practical tools that any family can adopt, whether you’re raising toddlers or preparing to pass down a legacy.

What to expect in this episode:

  • How structured family meetings can build unity and resilience
  • The #1 predictor of a child’s emotional well-being
  • The critical difference between family dinners and rituals
  • Why storytelling is a legacy-building superpower
  • And more!

Interested in a copy of Bruce’s book “The Secrets of Happy Families”?
It’s easy. Subscribe to our YouTube channel and fill out the form by clicking on the link below. We’d be happy to send you a copy.

Complete our form to get a copy of Bruce’s book!

Connect with TFO Wealth Partners: 

Connect with Bruce Feiler: 

About Our Guest: 

Bruce Feiler is one of America’s most thoughtful voices on contemporary life. He is the author of seven New York Times bestsellers, including LIFE IS IN THE TRANSITIONS, THE SECRETS OF HAPPY FAMILIES, and COUNCIL OF DADS. Bruce’s three TED Talks have been viewed more than four million times, and he teaches the TED Course “How to Master Life Transitions.” Employing a firsthand approach to his work, Bruce is known for living the experiences he writes about. His work combines timeless wisdom with timely knowledge turned into practical, positive messages that allow people to live with more meaning, passion, and joy. His new book, THE SEARCH: Finding Meaningful Work in a Post-Career World, is a bold new roadmap for finding meaning and purpose at work, based on insights drawn from hundreds of life stories of Americans from all backgrounds and vocations.

 

TFO Wealth Partners, LLC (“TFO”) is an SEC-registered investment advisor located in Maumee, OH. Brady Fineske is a Partner and investment adviser representative of TFO. Registration with the SEC does not imply a certain level of skill or training. The opinions expressed in this podcast are for general informational and educational purposes only, are subject to change at any time, and should not be construed as TFO’s or Mr. Fineske’s solicitation to effect, or attempt to effect, transactions in securities, or the rendering of personalized investment advice.  

All investments and strategies, including any described in this podcast, have the potential for profit or loss. Past performance does not guarantee future results.  Any index performance described in this broadcast does not reflect the deduction of transaction, management, or other fees that would decrease performance results. While the information presented in this podcast is believed to be factual and up to date, TFO or Mr. Fineske does not guarantee its accuracy, and it should not be regarded as a complete analysis of the subjects discussed. Listeners should not rely on the content of this podcast as the sole basis for their legal, tax, investment, financial planning or estate planning decisions and should always consult an attorney or tax professional or any other investment professional regarding what may be appropriate for their specific situations. 

422aWP – 2025.08

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What Is The Wealth For? Chris Erblich on Powerful Lessons From Families Who Got It Right (Ep. 2)

What Is The Wealth For? Chris Erblich on Powerful Lessons From Families Who Got It Right (Ep. 2)

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Many families focus on growing wealth and minimizing estate taxes. But the bigger risk? Falling into the same trap 90% of successful families do by losing the wealth within three generations due to a lack of shared values and meaning.

In this episode, Brady Fineske, CFP®, speaks with Chris Erblich, CEO of TFO Wealth Partners and Partner at Husch Blackwell, who shares powerful, real-life stories that demonstrate how wealth without purpose often fails. 

Through emotional anecdotes, from banana peels to legacy letters and life-defining questions, they explore how families can and should pass down more than wealth itself.

Chris discusses:

  • Why most families fixate on the estate tax “40% problem” and ignore the much greater “90% problem” of generational wealth loss
  • A billionaire who reframed his legacy around job creation, revealing to his children the true purpose behind his wealth
  • A heartfelt letter from a father to son that became the most valuable asset passed down, not financial, but moral
  • The “dash” concept: a tool used in family meetings to reflect on how each member is spending their time and energy to create impact
  • A conversation with Clayton Kershaw that reframed professional accolades as a platform for purpose, challenging listeners to identify their own
  • And more

Connect with TFO Wealth Partners: 

Connect with Chris Erblich: 

About Our Guest: 

Chris brings nearly 30 years of experience in helping high-net-worth individuals, families, and business owners achieve their personal and financial goals. As CEO and Chairman of TFO Wealth Partners, Chris collaborates with TFO’s leadership team to develop the firm’s vision and to establish its organizational and strategic direction. Chris is deeply passionate about helping families connect their wealth and purpose (his favorite question for families is “What is your wealth for?”). Chris likes to measure his day and the day of each of his colleagues by asking a simple question: “Did you help a family today?”. Chris’s purpose-driven approach to serving families (colleagues and clients) permeates the entire organization.

 

TFO Wealth Partners, LLC (“TFO”) is an SEC-registered investment advisor located in Maumee, OH. Brady Fineske is a Partner and investment adviser representative of TFO. Registration with the SEC does not imply a certain level of skill or training. The opinions expressed in this podcast are for general informational and educational purposes only, are subject to change at any time, and should not be construed as TFO’s or Mr. Fineske’s solicitation to effect, or attempt to effect, transactions in securities, or the rendering of personalized investment advice. 

All investments and strategies, including any described in this podcast, have the potential for profit or loss. Past performance does not guarantee future results.  Any index performance described in this broadcast does not reflect the deduction of transaction, management, or other fees that would decrease performance results. While the information presented in this podcast is believed to be factual and up to date, TFO or Mr. Fineske does not guarantee its accuracy, and it should not be regarded as a complete analysis of the subjects discussed. Listeners should not rely on the content of this podcast as the sole basis for their legal, tax, investment, financial planning or estate planning decisions and should always consult an attorney or tax professional or any other investment professional regarding what may be appropriate for their specific situations. 

423aWP – 2025.08

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Connecting Wealth and Purpose: On a Mission to Help Families Thrive with Brady Fineske (Ep. 1)

Connecting Wealth and Purpose: On a Mission to Help Families Thrive with Brady Fineske (Ep. 1)

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Brady Fineske, CFP®, didn’t start this podcast to talk about wealth…

He started it to help families and business owners better understand what their wealth is really for by connecting it to their ultimate purpose.

In this premiere episode, Brady shares the deeply personal experiences that shaped his belief that wealth must be tied to something greater. From growing up with a hardworking single mother to navigating unimaginable loss with his own son’s illness, he opens up about the values that define his mission.

Alongside co-host Jim Herrick, CFP®, they unpack why 75% of heirs feel unprepared to inherit wealth and what families can do about it now.

What to expect:

  • Why silence costs more than taxes when it comes to family planning
  • The emotional gap in traditional wealth management
  • A surprising stat about generational wealth loss
  • The real reason Brady launched this show
  • And more!

Explore how wealth can become a tool for connection, not conflict. Visit TFOWealth.com to subscribe and listen on your favorite platform.

Connect with TFO Wealth Partners: 

 

Neither TFO Wealth Partners, LLC (“TFO”) is an SEC-registered investment advisor located in Maumee, OH. Brady Fineske is a Partner and investment adviser representative of TFO. Registration with the SEC does not imply a certain level of skill or training. The opinions expressed in this podcast are for general informational and educational purposes only, are subject to change at any time, and should not be construed as TFO’s or Mr. Fineske’s solicitation to effect, or attempt to effect, transactions in securities, or the rendering of personalized investment advice.

All investments and strategies, including any described in this podcast, have the potential for profit or loss. Past performance does not guarantee future results. Any index performance described in this broadcast does not reflect the deduction of transaction, management, or other fees that would decrease performance results. While the information presented in this podcast is believed to be factual and up to date, TFO or Mr. Fineske does not guarantee its accuracy, and it should not be regarded as a complete analysis of the subjects discussed. Listeners should not rely on the content of this podcast as the sole basis for their legal, tax, investment, financial planning or estate planning decisions and should always consult an attorney or tax professional or any other investment professional regarding what may be appropriate for their specific situations.

Neither the firm nor its employees paid a fee for placement on Forbes 2025 Best-in-State Wealth Advisors List. The ranking was developed by Shook® Research, LLC and the data provided was as of 06/30/2024. The ranking was released on 04/08/2025. Neither the firm nor its employees paid a fee for placement on Barron’s America’s Top 1,200 Financial Advisors List. The ranking was developed by Barron’s and the data provided was as of September 30, 2024. The ranking was released on March 7, 2025. Third-party rankings and recognition from rating services or publications are no guarantee of future investment success. Working with a highly-rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. Generally, ratings, rankings and recognition are based on information prepared and submitted by the advisor.

402aWP – 2025.06

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