PRINCIPLE WEALTH PARTNERS Forbes Congratulations to Robert Paolucci, named BEST-IN-STATE WEALTH ADVISORS 1200 to the Forbes Best-in-State and Barron's SHOOK RESEARCH BARRONS Top 1200 List of Financial Advisors. Financial Advisors 2021 "It's an honor to be named by Forbes and Barron's as one of the top advisors in the country. I am extremely proud of the entire team for their unwavering commitment to improving our clients' lives. It's exciting to have our expertise, dedication, and perseverance recognized." Robert S. Paolucci, CFp Founder & CEO Julina Oglvie. CIMA", CPWA Theresa V. Donatelli J McAraw John Hannigan, CFP", CDFA" Romaine A. Macomb, Coln Dugan, CFP CFP", AIF Megan O'Marra Maruza, MBA Mike Castiello Andrew Cialek. Kim A Lafrenais Christopher J. Macca, AWMA Ele Kasimir Lizabech Drega CFP Amy Lawler Denise Cote Katye Gemma, JD. BA, " Alissa Amara Martin Wollack Barbara Gambino Pinople Wealth Partners LLC is an SEC registered investment advisor. Advisory senices are only offered to clients or prospective clients where Principle Wealth Partners and its representatives are properly licensed or exempt from licensure The 2021 tanking of the Forbes' Best-in-State Wealth Advisors list was doveloped by SHOOK Research and is based on in-person and telephone due dligence meetings to evalsate each advisor qualitatively and on a ranking algonithm that includes client retention, industry experience, review of compliance records, fem nominations, and quantitative criteria lincludingassets under management and revenue generated for their finmsi. Overal, approximanely 32,725 advisors wene considered, and 5.000 acproimanely 153 percent of candidates) were recognioed The full methodoiogy that Forbes developed in partnership with SHOOK Research is available at www.forbes.com This recognition and the due-diligence process conducted are not indicative of the advisor's future performance. Yout experience may vary. Winners are organized and ranked by state. Some states may have more advisors than others You are encouraged to conduct your own research to determine if the advisor is right for you Portfolio performance is not a criterion due to vaning dient objectives and lack of audited data. SHOOK does not receive a fee in exchange for rankings Methodology. hmps://www.forbes.com/sites/rijshook/2021/02/11/forbes-best-in-state-wealth-advisorsmethodology-2021/she1606cled22 Source: Barron's Top 1.200 Financial Advisors." March 2021. Bamon's "Too 1.200 Financial Advisors" bases its ratings on qualitative criteria professionals with a minimum of seven years of financial services experience, acceptable compliance records, formal succession plans, high dient retention, and more. Financial Advisors are quantitatively raned based on vanying types of reverues and assets advised by the fnancial professionial, with weightings associated for each. Because individual client portolio performance varies and is typically unaudited, this rating focuses on customer satistaction and qualtyof advice The rating may not be nepresentative of any one client's experience because it nefects a sample of all of the experiences of the Financial Advisor's cients The rating is not indicative of the Financial Advisor's past or future performance. Neither Principle Wealth Partners nor its Financial Advisors pay a fee to Baron's in exchange for the rating, however Principle Wealth Partners does pay to use the award ribbon for marketing materials. Principle Wealth Partners is not affisated with Barron's or Dow Jones & Company, LP. All of the information provided hes been obtained from sources considered to be teliable, but we do not guarantee its accuracy or completeness, and does not constitute a recommendation Bamon's is a registered trademark of Dow Jones & Company LP All rights reserved PRINCIPLE WEALTH PARTNERS Forbes Congratulations to Robert Paolucci, named BEST-IN-STATE WEALTH ADVISORS 1200 to the Forbes Best-in-State and Barron's SHOOK RESEARCH BARRONS Top 1200 List of Financial Advisors. Financial Advisors 2021 "It's an honor to be named by Forbes and Barron's as one of the top advisors in the country. I am extremely proud of the entire team for their unwavering commitment to improving our clients' lives. It's exciting to have our expertise, dedication, and perseverance recognized." Robert S. Paolucci, CFp Founder & CEO Julina Oglvie. CIMA", CPWA Theresa V. Donatelli J McAraw John Hannigan, CFP", CDFA" Romaine A. Macomb, Coln Dugan, CFP CFP", AIF Megan O'Marra Maruza, MBA Mike Castiello Andrew Cialek. Kim A Lafrenais Christopher J. Macca, AWMA Ele Kasimir Lizabech Drega CFP Amy Lawler Denise Cote Katye Gemma, JD. BA, " Alissa Amara Martin Wollack Barbara Gambino Pinople Wealth Partners LLC is an SEC registered investment advisor. Advisory senices are only offered to clients or prospective clients where Principle Wealth Partners and its representatives are properly licensed or exempt from licensure The 2021 tanking of the Forbes' Best-in-State Wealth Advisors list was doveloped by SHOOK Research and is based on in-person and telephone due dligence meetings to evalsate each advisor qualitatively and on a ranking algonithm that includes client retention, industry experience, review of compliance records, fem nominations, and quantitative criteria lincludingassets under management and revenue generated for their finmsi. Overal, approximanely 32,725 advisors wene considered, and 5.000 acproimanely 153 percent of candidates) were recognioed The full methodoiogy that Forbes developed in partnership with SHOOK Research is available at www.forbes.com This recognition and the due-diligence process conducted are not indicative of the advisor's future performance. Yout experience may vary. Winners are organized and ranked by state. Some states may have more advisors than others You are encouraged to conduct your own research to determine if the advisor is right for you Portfolio performance is not a criterion due to vaning dient objectives and lack of audited data. SHOOK does not receive a fee in exchange for rankings Methodology. hmps://www.forbes.com/sites/rijshook/2021/02/11/forbes-best-in-state-wealth-advisorsmethodology-2021/she1606cled22 Source: Barron's Top 1.200 Financial Advisors." March 2021. Bamon's "Too 1.200 Financial Advisors" bases its ratings on qualitative criteria professionals with a minimum of seven years of financial services experience, acceptable compliance records, formal succession plans, high dient retention, and more. Financial Advisors are quantitatively raned based on vanying types of reverues and assets advised by the fnancial professionial, with weightings associated for each. Because individual client portolio performance varies and is typically unaudited, this rating focuses on customer satistaction and qualtyof advice The rating may not be nepresentative of any one client's experience because it nefects a sample of all of the experiences of the Financial Advisor's cients The rating is not indicative of the Financial Advisor's past or future performance. Neither Principle Wealth Partners nor its Financial Advisors pay a fee to Baron's in exchange for the rating, however Principle Wealth Partners does pay to use the award ribbon for marketing materials. Principle Wealth Partners is not affisated with Barron's or Dow Jones & Company, LP. All of the information provided hes been obtained from sources considered to be teliable, but we do not guarantee its accuracy or completeness, and does not constitute a recommendation Bamon's is a registered trademark of Dow Jones & Company LP All rights reserved