Monaco Planning Competitors

North Star Resource Group is a Minneapolis-based financial services firm that provides individuals and businesses with the resources to help create, preserve, and protect their wealth, doing so across 43 offices in 17 states and 150,000 clients.* ____ Securities offered through Cetera Wealth Services LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services. 2026 Inc. 5000 Fastest-Growing Private Companies. The Inc. 5000 is an annual ranking of the fastest-growing private companies in the United States published by Inc. Magazine. Companies are selected based on percentage revenue growth during a specified measurement period and must meet certain eligibility requirements, including minimum revenue thresholds and private-company status. This recognition is based on business growth and not on the quality of investment advice, investment performance, or client experience. Listing in this publication is not indicative of future investment success and should not be construed as an endorsement by any client. No compensation was provided directly or indirectly by the recipient in exchange for the rating, although fees may be paid for advertising, licensing, or promotional use of the recognition after receipt. 2701 University Ave SE, Minneapolis, MN 55414 • 612.617.6000 *Data as of 12/31/25

Strategies for Wealth is a full service financial planning firm that has offices in Manhattan and Rye Brook, New York as well as throughout the New England area. The firm was established 92 years ago and has been a perennial leader for The Guardian Life Insurance Company ever since. Our accomplished and credentialed advisors help our clients achieve true financial security by creating strategies that aim to maximize wealth while protecting against wealth eroding factors such as taxes, inflation, and other financial costs. Strategies for Wealth is an Agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 800 Westchester Avenue Suite N409 Rye Brook, NY 10573,914.288.8800. PAS is a wholly-owned subsidiary of Guardian. This firm is not an affiliate or subsidiary of PAS. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. 9019876.1 Exp 7/28

We know that not everyone has the same financial goals. That’s why we take the time to understand every individual’s unique journey in order to create a financial plan based on what is most important to them, bringing clarity to their financial future. 5000 Meadows Rd., Ste. 450 Lake Oswego, OR 97035 503.595.2110 Please visit https://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media.