Disclosures

Disclosure-Eligibility Criteria for Harrisburg Magazine Simply the Best Rankings Award: Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. Eligibility Criteria for Harrisburg Magazine Simply the Best Rankings Award: Nominations are determined by Harrisburg Magazines’ reader’s submissions during the nomination period. No purchase is required to participate in the competition or to win the competition.


Disclosure-Eligibility Criteria for CPBJ Best Places to Work Award: Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. This award is not indicative of future investment performance and may not be representative of individual clients’ experience.


Disclosure-Eligibility Criteria for PICPA Young Leader Award: The PICPA annually recognizes its members under the age of 40 who demonstrate an extraordinary commitment to the accounting profession through PICPA or community service. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. This award is not indicative of future investment performance and may not be representative of individual clients’ experience. This award does not imply the advisor’s future performance.


Disclosure-Eligibility Criteria for CPBJ 40 Under 40 Award: Must be employed in Adams, Cumberland, Dauphin, Franklin, Lancaster, Lebanon, Perry or York county. Must be 39 years old or younger on October 8, 2019. May be nominated by self or another person. May not be a previous Forty Under 40 award recipient. Must be an owner, partner, president, CEO, CFO, COO, or other senior-level executive or manager. Must work for a for-profit entity or a nonprofit organization. May not be a member of a judge’s immediate family. Only one individual may be nominated per company. This award does not imply the advisor’s future performance.


Disclosure-Eligibility Criteria for CPBJ Reader Rankings Award: Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. This award is not indicative of future investment performance and may not be representative of individual clients’ experience.


Disclosure-Eligibility Criteria for Financial Times 401 Top Retirement Advisors Award: The Financial Times 401 Top Retirement Advisors is an independent listing produced annually by the Financial Times (October 2019). The FT 401 is based on data gathered from advisors, regulatory disclosures, and the FT’s research. The listing reflects each advisor’s status in six primary areas: DC plan assets under management (AUM), DC AUM growth rate, specialization in DC plans, years of experience, advanced industry credentials and compliance record. This honor is not indicative of the advisor’s future performance. Neither the advisors nor their parent firms pay a fee to the Financial Times in exchange for inclusion in the FT 401. This honor is not indicative of the advisor’s future performance.