Forbes Best-in-State Wealth Management Teams ranking was developed by SHOOK Research and is based on in-person, virtual
and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team’s best practices, client
retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under
management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk
tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended
to help investors choose the right financial advisor and team, and are not indicative of future performance or representative of
any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive
compensation in exchange for placement on the ranking. Data provided by SHOOK® Research, LLC. Data as of 3/31/25. For
more information on the scope of consideration for referenced industry awards or accolades, please visit Janney.com/awards-disclosures
