Expande CG 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

Alliance Partners LLC is a wholly owned subsidiary of Forbright Bank and serves as the asset manager for BancAlliance.

Elite Wealth Advisors LLC is a full-service financial planning firm dedicated to consistently providing high customer satisfaction through educating clients, rendering excellent service, and furnishing a professional, enjoyable atmosphere that just feels like home. There are many risks that everyone faces in retirement and in planning for their future. Our team is dedicated to removing or minimizing those risks for our valued clients. Together, our team helps clients realize everything that is crucial to their future happiness by designing a custom plan to make it a reality. Since they don’t work for any product companies or manufacture any investments, their clients can be certain they will shop the market place for what is best for their financial situation.