Helping you pursue your financial goals is my top priority. To equip me with the tools I need to deliver the best possible service and advice to you, I have partnered with LPL Financial, an industry-leading resource for independent advisors. The information below offers answers to questions you may have about how my relationship with LPL Financial benefits you. Why choose an LPL Financial advisor? The founders of LPL Financial pioneered the independent broker/dealer model decades ago to give investors an alternative to Wall Street. The company has since grown to become the largest independent broker/dealer in the nation.* As a result of its size and scale, LPL Financial can provide you with product choices and services that other firms can’t match. Why is independence important? Because LPL Financial has no proprietary products to sell and doesn’t engage in investment banking activities, it is able to provide you with objective financial guidance and conflict-free investment recommendations. This independent model ensures that I have no pressure to meet quotas or sales goals and that you are free to select from a vast array of products to match your unique situation. LPL Financial also provides unbiased, in-depth research that empowers you to make informed financial decisions. Are my assets protected with LPL Financial? LPL Financial provides comprehensive custody services, which means it takes responsibility for holding your assets in its care and processing your investment transactions. Because of its stability, compliance with industry regulations, and legal oversight, you can count on LPL Financial to protect your assets. * As reported by Financial Planning magazine, June 1996–2012, based on total revenue. (continued on reverse) The strength of partnership ABOUT LPL Financial