Award recognition disclosures: mesirow.com/award-recognition-disclosures | 1. Each year, Forbes partners with SHOOK Research to evaluate prospective advisors. Evaluation criteria is gathered through telephone, virtual and in-person due diligence interviews, as well as quantitative data. They weigh factors like revenue trends, assets under management, compliance records, industry experience and those who encompass the highest standards of best practices. For the complete list of 2026 Top Women Wealth Advisors and methodology, visit https://www.forbes.com/sites/rjshook/2026/02/04/methodology-americas-top-women-wealth-advisors-2026/. 2. 2025 Barron’s Top RIAs (Received September 2025 for the year 2024 – Licensing fees paid post award for use of the ranking). In order to be considered for the Barron’s 2025 Top RIA Firms list, applicants were required to complete a 145-question survey, with the firm’s ADV informing the majority of responses. Firms were also required to meet a number of other specified requirements to be eligible for inclusion. Firms were ranked based on various qualitative and quantitative factors, including assets managed, the size and experience of teams, regulatory records of the advisors and firms, technology spending, staff diversity, organic and M&A growth, client segmentation as well as succession planning.3. Assets under management is as of 12.31.2025 and Assets under advisement is as of 9.30.2025. Some assets under advisement (“AUA”) are on a 45-to-90-day lag due to time needed to confirm away assets.4. As of 12.31.2025 unless otherwise noted. | “Assets under supervision” includes regulatory assets under management; assets under advisement; and non-securities currency assets under management. For these purposes: (1) regulatory assets under management (“RAUM”) is calculated in accordance with Instruction 5A of Form ADV and includes all assets of securities portfolios (both discretionary and non-discretionary). (2) Some assets under advisement (“AUA”) are on a 45-to-90-day lag due to time needed to confirm away assets. (3) Currency assets under management includes AUM associated with (i) active and passive currency risk management products $214.27 billion, (ii) non-fx overlay strategies such as equitization and beta overlays $1.09 billion, and (iii) alpha strategies $1.76 billion. In all such cases, AUM is calculated based on notional value of currency investments. Additionally, AUM for alpha strategies is adjusted because clients can select a volatility target (generally between 2% and 12% annualized), which is normalized to 2% in order to create a consistent depiction of alpha strategy AUM. This results in a “scaled” AUM, which is higher than the actual aggregate notional value of all alpha strategy portfolios if clients have selected a volatility target higher than 2%. As of 12.31.2025, the “unscaled” AUM for alpha strategies was $409.57 million. Alternative Credit assets under management are as of 9.30.2025 and include regulatory assets under management (gross asset value plus unfunded commitments). Some assets under advisement (“AUA”) are on a 45-to-90-day lag due to time needed to confirm away assets. Private Equity assets under management are as of 9.30.2025 and are calculated by adding uncalled commitments and net asset value as of a period end. The most recent data is preliminary and estimated. Real Estate assets under management are as of 9.30.2025 and include regulatory assets under management (gross asset value plus unfunded commitments).