Clark Thomas Competitors

More than 30 years ago, our founders made the decision to empower choice and the practice of true financial planning without forcing clients into proprietary products or platforms. They created a place for advisors and clients who believed there was a better way. HELPING CLIENTS BUILD AN OPTIMISTIC FINANCIAL FUTURE They built a place where you can get financial advice the way you deserve. Rooted in financial planning, our comprehensive approach aims to build, protect, and transfer your wealth through: • Ongoing, tailored financial planning & optimization, built on investment choice • Personalized financial education • Integrity, professionalism & wealth management WHERE INDEPENDENT ADVISORS BUILD LASTING LEGACIES Witnessing the struggles of advisors who didn’t want to be held back by complexity, the founders built to help make the advisor’s life simpler and their impact greater. Through a connected community, flexibility to do business your way, and innovative service, we help advisors: • Reach their goals • Grow & scale purpose driven businesses • Design a practice to best serve & retain clients • Guide families through life’s transitions • Realize full market value for their practice & retire with pride ELITE BY EVERY MEASURE • Named a Twin Cities Metro Area Top 50 Wealth Management Firm* • $9.3 billion in AUM, 65 practices & 7 states* • Many advisors hold advanced designations, reflecting a commitment to clients’ best interests Disclosures: Please view important disclosures https://focusfinancial.com. This communication is strictly intended for individuals residing in all fifty states. No offers may be made or accepted from any resident outside the specific state(s) referenced. www.finra.org www.sipc.org ^As of 01/26/26*. Assets receive periodic management, asset allocation services, or are managed by third parties and are not under continuous management. Top 50 firm disclosure* Social Media Disclosures: www.focusfinancial.com/socialmediadisclosures

Crescendo Systems Corporation is a leading developer of Documentation, Digital Dictation, Voice Processing, Transcription and Workflow Management systems for the medical, legal, law enforcement and insurance sectors. Established in Laval, Canada in 1990 with a solid focus on providing customer rich documentation solutions, Crescendo Systems are now in use in over 15 countries in 3 languages. In North America, Crescendo provides its solutions both directly and through a network of qualified resellers. In Asia, Australia, the Middle East and Africa, Crescendo Systems are sold through resellers with an established presence in major cities. In Europe, there are three Crescendo subsidiaries. The first was established in London, England in 2003, and now has over 500 installations. The German subsidiary located in Hamburg was started in 2010 and Paris, France was established in 2013. All three locations are expanding at a record rate in their home markets.

Heritage FS is a locally owned agricultural cooperative serving producers in Ford, Iroquois, Kankakee, Will and DuPage counties in Northern Illinois. Heritage FS was formed in 1992, but the roots of the predecessor companies reach back to the very beginning of the FS system—1927. Heritage FS is a leader in meeting producers needs and has a deep commitment to Illinois agriculture and in meeting producer needs in production agriculture and crop marketing.