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BeaufortLifestyle.com | February 2025 132025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year%u2019s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 11,674 wealth management teams were considered for the rating; 5,331 (45.66% percent of candidates) were named 2025 Forbes Best-in-State Wealth Management Teams. PM-07142026-7527728.1.1Investment and Insurance Products: Not FDIC Insured / No Bank Guarantee / May Lose Valuewww.bezillakinneyphiferwmg.comWe are committed toward the financial success of our clients.2025 Forbes Best-in-State Wealth Management TeamsWe are pleased to announce that we have been recognized as: Hilton Head Island %u25cf Beaufort %u25cf Savannah Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.