MERRILL A BANK OF AMERICA COMPANY Advice for what matters most, when you need it most Congratulations to Bryan Beers for being named to the 2023 Forbes "Best-in-State Wealth Advisors" list, published on April 4, 2023. Rankings based on data as of June 30, 2022. Bryan Beers, CFP® Senior Vice President Resident Director - Wealth Management Advisor 757.220.5123 bryan.beers@ml.com Merrill Lynch Wealth Management 266 McLaws Circle Williamsburg, VA 23185 fa.ml.com/mattheisen.beers 2023 Forbes "Best-in-State Wealth Advisors" list. Opinions provided by SHOOK® Research, LLC and is based on in-person, virtual and telephone due-diligence meetings that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). SHOOK's rankings do not reflect any client experience, endorse any advisor, indicate future performance and are available for client evaluation only. Compensation was not received from any Advisors for the study. Details available at www.SHOOKresearch.com. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp."). MLPF&S is a registered broker-dealer, registered investment adviser, Member SIPC and a wholly owned subsidiary of BofA Corp. Banking products are provided by Bank of America, N.A., Member FDIC and a wholly owned subsidiary of BofA Corp. May Lose Value Investment products: Are Not FDIC Insured Are Not Bank Guaranteed The Bull Symbol and Merrill are registered trademarks of Bank of America Corporation. CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNERT, and CFP® (with plaque design) in the U.S. 2023 Bank of America Corporation. All rights reserved. MAP4960336 | AD-04-23-1037.B | 472538PM-1022 | 05/2023 MERRILL A BANK OF AMERICA COMPANY Advice for what matters most , when you need it most Congratulations to Bryan Beers for being named to the 2023 Forbes " Best - in - State Wealth Advisors " list , published on April 4 , 2023. Rankings based on data as of June 30 , 2022 . Bryan Beers , CFP® Senior Vice President Resident Director - Wealth Management Advisor 757.220.5123 bryan.beers@ml.com Merrill Lynch Wealth Management 266 McLaws Circle Williamsburg , VA 23185 fa.ml.com/mattheisen.beers 2023 Forbes " Best - in - State Wealth Advisors " list . Opinions provided by SHOOK® Research , LLC and is based on in - person , virtual and telephone due - diligence meetings that measure best practices , client retention , industry experience , credentials , compliance records , firm nominations , assets under management and Firm - generated revenue ( investment performance is not a criterion ) . SHOOK's rankings do not reflect any client experience , endorse any advisor , indicate future performance and are available for client evaluation only . Compensation was not received from any Advisors for the study . Details available at www.SHOOKresearch.com . Merrill Lynch , Pierce , Fenner & Smith Incorporated ( also referred to as " MLPF & S " or " Merrill " ) makes available certain investment products sponsored , managed , distributed or provided by companies that are affiliates of Bank of America Corporation ( " BofA Corp. " ) . MLPF & S is a registered broker - dealer , registered investment adviser , Member SIPC and a wholly owned subsidiary of BofA Corp. Banking products are provided by Bank of America , N.A. , Member FDIC and a wholly owned subsidiary of BofA Corp. May Lose Value Investment products : Are Not FDIC Insured Are Not Bank Guaranteed The Bull Symbol and Merrill are registered trademarks of Bank of America Corporation . CFP Board owns the marks CFP® , CERTIFIED FINANCIAL PLANNERT , and CFP® ( with plaque design ) in the U.S. 2023 Bank of America Corporation . All rights reserved . MAP4960336 | AD - 04-23-1037.B | 472538PM - 1022 | 05/2023