Headquartered in Leawood, Kansas, The Verhaeghe Group has distinguished itself by providing customized advice and guidance to a select group of corporate executives, business owners and affluent families.

We are a nine member team, servicing over $940 million in client balances, as of September 2024. We are relentless in our focus on risk-adjusted performance relative to a client's long-term goals. We bring warmth, compassion and coordination to families' wealth management that we feel is distinctive.

Within our group, we possess a myriad of industry accolades and designations, including CFP®, CPWA®, CIMA®, and CRPC®. Additionally, the team has been honored by Forbes. The Verhaeghe Group was named to the "Best-in-State Wealth Management Teams" list 2024 (Publisehd annually in January. Rankings based on data as of March 31 of prior year), and Phil Verhaeghe has been nationally recognized by Barron's and Forbes. Phil was awarded the "Barron's 2018 Top 1,200 Financial Advisors" (Published on March 12, 2018. Rankings based on data as of September 30, 2017) as well as Forbes' "Best-in-State Wealth Advisors" list in 2018 - 2020, 2022 - 2023 (Published annually Jan – April. Rankings based on data as of June 30 of the prior year).

*Sounce: The Forbes "Best-in-State Wealth Management Teams" list. Opinions provided by SHOOK Research, LLC and is based on in-person, virtual and telephone due-diligence meetings and a ranking algorithm 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 because client objectives and risk tolerance vary).  SHOOK's rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client's experience and available for investor help in evaluating the right financial advisor and not an endorsement of the advisor. Compensation was not received from anyone for the rankings study. Past performance does not guarantee future results. Details available at the SHOOK Research website. SHOOK is a registered trademark of SHOOK Research, LLC.<o:p></o:p>

*Source: The Forbes "Best-in-State Wealth Advisors" list, published annually Jan - April. Rankings based on data as of June 30 of prior year.

Data provided by SHOOK® Research, LLC. Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based
on in-person, virtual, and telephone due diligence meetings to measure best practices; also considered are: client retention, industry
experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management
and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and
advisors rarely have audited performance reports. SHOOK's research and rankings provide opinions intended to help investors choose the
right financial advisor and are not indicative of future performance or representative of any one client's experience. Past performance is
not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking.
For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

*Source: The Barron's "Top 1,200 Financial Advisors: State-by-State" list, published on March 12, 2018. Rankings based on data as of
September 30, 2017.

Advisors considered for the "Top 1,200 Financial Advisors" ranking have a minimum of seven years of financial services experience and
have been employed at their current firm for at least one year. Quantitative and qualitative measures used to determine the advisor
rankings include: client assets, return on assets, client satisfaction/retention, compliance records and community involvement, among
others. This is a list of the top advisors in each state, with the number of ranking spots determined by each state's population and
wealth. The rankings are based on assets under management, revenues generated by advisors for their firms, and the quality of the
advisors' practices. Investment performance is not an explicit criterion because performance is often a function of each client's appetite
for risk. In evaluating advisors, we examine regulatory records, internal company documents, and 100-plus points of data provided by
the advisors themselves. Barron's does not receive compensation from advisors, participating firms and their affiliates, or the media in
exchange for rankings. Barron's is a trademark of Dow Jones & Company, Inc. All rights reserved. Rankings and recognition from Barron's
are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of
performance results, and such rankings should not be construed as an endorsement of the advisor.