Craig began his career in the financial services industry in 1985, providing him with extensive experience in wealth and investment management. He joined Merrill in 2002 and has garnered recognition as a leading Financial Advisor. He was named to the 2024 Forbes "Best-in-State Wealth Advisors" list (Published on April 3, 2024. Rankings based on data as of June 30, 2023.), a recognition directly attributable to working with great clients and teammates. Craig considers himself fortunate to have spent 22 years at Merrill collaborating on behalf of clients with a highly credentialed team of Merrill professionals.Craig and his associates help a select group of individuals and families manage the multi-dimensional aspects of their finances and investments, primarily serving founders/senior officers of private companies. They focus on providing these entrepreneurs with the most optimal Pre- & Post-Sale Transaction Wealth Planning Strategies, and are experienced in addressing the unique challenges presented by newly acquired wealth. Collaborating with clients to help them solve problems, achieve their goals, and simplify their financial lives, the team delivers the intimacy of a boutique with the resources of a leading global institution. They provide financial strategies in conjunction with personalized investment management, and also coordinate a broad spectrum of integrated planning services such as wealth structuring, trust and estate planning services, legacy and next-generation planning, and philanthropic solutions. They employ all of the firm's advanced online and mobile technology to deliver access to a digitally coordinated "modern private banking" style experience. Craig recently earned the Certified Private Wealth Advisor® certification, awarded by the Investments & Wealth Institute™

\*Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute's initial and ongoing credentialing requirements for wealth advisors. \*2024 Forbes “Best-in-State Wealth Advisors” list. Opinions provided by SHOOK® Research, LLC and is based on in-person, virtual and telephone due-diligence meetings that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). Shook’s rankings do not reflect any client experience, endorse any advisor , indicate future performance and are available for client evaluation only. Compensation was not received from any Advisors for the study. Details available at www.SHOOKresearch.com.