WPB Capital Competitors

Bridgewater Associates is a premier asset management firm, focused on delivering unique insight and partnership for the most sophisticated global institutional investors. Our investment process is driven by a tireless pursuit to understand how the world’s markets and economies work — using cutting edge technology to validate and execute on timeless and universal investment principles. Founded in 1975, we are a community of independent thinkers who share a commitment for excellence. By fostering a culture of openness, transparency, and inclusion, we strive to unlock the most complex questions in investment strategy, management, and corporate culture.

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

Pinnacle Advisory Group is a private wealth management firm, founded in 1993 and headquartered in Columbia, Maryland, with additional offices in Naples and Miami, Florida. We work with more than 1100 families and manage over $1.8 billion in assets for clients in the mid-Atlantic region, Florida and around the world. We serve as your family’s personal Chief Financial Officer, and ensure your overall financial goals are met in a responsible way, through the combination of comprehensive financial planning and active portfolio management. Our team has a single mission: to help you live the life you’ve worked so hard to enjoy. When we take on new clients, they become part of our extended family, and in the past two decades, we’ve developed multi-generational relationships with many of them. Those we work with include successful professionals, corporate executives, business owners, entrepreneurs, and individuals and families with substantial and complex assets. Our clients’ investable assets typically exceed $1.5 million, but our present minimum for new clients is $500,000. We are strictly fee based and receive no commissions.