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The Colony Group, LLC (“Colony”) is an SEC Registered Investment Advisor with offices throughout the country. Registration does not imply any level of skill or training. Registration does not imply that the SEC has endorsed or approved the qualifications of Colony or its respective representatives to provide any services described herein. Colony provides individuals and institutions with personalized financial and investment advisory services. On 03/01/24, GW & Wade, LLC (“GWW”) merged with and into Colony. Clients of GWW assigned their advisory agreements to Colony. Information contained herein is general in nature and is provided for informational purposes only. Financial and investment advisory services are provided only through a formal advisory relationship. Awards listed are those received by Debra Brede at D. K. Brede Investment Management Company prior to the time GWW merged with Colony. GWW paid a fee to Barron’s, and Forbes for use and promotion of the rankings, but not to be considered for the awards. No compensation was paid with respect to the other awards. The criteria and year(s) for each award listed above are as follows: