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ANNUAL Sponsors

Merrill Lynch Wealth Management provides clients a personalized financial review and hands-on advice and guidance through a network of approximately 15,000 Financial Advisors throughout the world. Clients with a personal wealth profile of at least $250,000 of investable assets can meet with a highly trained Merrill Lynch Financial Advisor who is committed to understanding their needs and supported by the broad resources ofMerrill Lynch. Merrill Lynch Wealth Management makes available productsand services offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated (MLPF&S) and other subsidiaries of Bank of America Corporation.

Peter Dougherty's Recognition:

#1 on Forbes “America’s Top Wealth Management Teams High Net Worth” list | 2022 & 2023 (1) as a member of VMT Wealth Management Team

(Published annually in November. Rankings based on data as of March 31 the same year.)

Named to the Barron's "Top 100 Private Wealth Management Teams" list, April 2022 as a member of the VMT Wealth Management Team

Published on April 15, 2022. Rankings based on data as of December 31, 2021. 1

Third Federal is a leading provider of savings and mortgage products, and operates under the values of love, trust, respect, a commitment to excellence and fun. Founded in Cleveland in 1938 as a mutual association by Ben and Gerome Stefanski, Third Federal’s mission is to help people achieve the dream of home ownership and financial security. It became part of a public company in 2007. Third Federal, which lends in 25 states and the District of Columbia, is dedicated to serving consumers with competitive rates and outstanding service. Third Federal, an equal housing lender, has 21 full service branches in Northeast Ohio, five lending offices in Central and Southern Ohio, and 16 full service branches throughout Florida. As of September 30, 2022, the Company’s assets totaled $15.79 billion.

Attorneys for Family-Held Enterprises

AFHE Headquarters

P.O. Box 518
Mount Laurel, NJ, 08054
Phone: 201-591-AFHE (2343)
Fax: 856-727-9504

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