EQUITIM Competitors

WealthWave is bringing an end to the global crisis of financial illiteracy by disrupting the largest industry in the world—the financial industry. Unlike the rest of the industry who overlook the majority of North Americans or take advantage of them, we fight for families by first teaching them how money really works and then by helping them create the financial security and independence they deserve. With thousands of entrepreneurs across North America, WealthWave's team of educators are united to stamp out financial illiteracy. With world-class training, tools, and technology our leaders are building scalable businesses without limits as we spearhead our crusade. We see a world where everyone is financially literate and has access to the tools and support they need to use that knowledge to create a better life for themselves and their children.

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

Future Capital connects anyone working toward retirement to the tools, services, and guidance they need to retire with confidence. Through trusted relationships with financial partners, we promise to help clients navigate each step on the path toward their financial futures.