JIM GOLD STEWARD PARTNERS FULL

With its commitment to exceptional client service and forward-thinking partnerships, the company was ranked as one of Barron's Top 100 RIAs for the year 2022. Established in 2013, the company fosters a positive, transparent culture of camaraderie and excellence that has fueled its substantial growth in a highly competitive industry. Representing some of the U.S.'s top advisors, Steward Partners is a full-service, employee-owned, independent financial services firm that offers wealth management solutions for families, businesses, and multigenerational investors. Steward Partners also had 15 of its partners named to the Forbes List of Best-In-State Wealth Advisors and three advisors on Forbes America's Top Women Wealth Advisors Best-In-State List in 2022 as well as two advisors in 2023, both of which are prepared by SHOOK Research. In 2022, the firm was ranked among Barron's list of Top RIA Firms, an annual ranking of independent advisory companies based on the value of assets managed, technology spending, staff diversity, succession planning, and other metrics for the third consecutive year, having been named among the top 25 firms in 2020 and ranked as #20 in 2021. Throughout its 10-year history, Steward Partners has been one of the industry's fastest-growing RIAs. Reaches close to $30 Billion AUM, with $700 million added in first six weeks of year.3 rd year in a row on Barron's list of Top RIAs.Recognized as a Best Place to Work by Washington Business Journal 6 years in a row.Secures $140 Million Credit Facility with Apogem Capital.$100 million investment from The Pritzker Organization.Acquires Umpqua Investments with $3.4 Billion AUM.Named a Best Place to Work for Advisors by InvestmentNews.Receives $50 million minority investment from Cynosure.Recognized as a Fastest Growing Company by Washington Business Journal.First Steward Partners Symposium held in Washington, DC.Steward Partners RIA registered with SEC.Steward Partners LLC launched and welcomed its first advisor in September.Selected Highlights of Steward Partners' 10-Year Evolution: Whatever we do is for the betterment of our partners and their clients.'

JIM GOLD STEWARD PARTNERS FULL

'We are fully committed to helping our partners grow their businesses to reach their full potential by continually providing enhancements to our platform and through strategic alliances with firms that can contribute to that mission,' added Hy Saporta, President, Chief Operating Officer, Co-Founder of Steward Partners. 'That was the impetus behind many of our biggest moves, including adding our own broker-dealer through the acquisition of Umpqua Investments and giving our advisors a multi-custodial option. We fully expect the next 10 years to be even more fruitful as we continue to implement our long-term strategy.' 'The key to our phenomenal growth has been our equity partnership business model which gives advisors the freedom to do what's truly best for their clients backed by the support of our entire network. 'It's somewhat fitting that we launched our partnership, which allows advisors to declare their independence, in conjunction with the holiday where we celebrate America's independence,' said Jim Gold, CEO and Co-Founder of Steward Partners.

Jim gold steward partners