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Source: The Barron's "Top 1,200 Financial Advisors" list, March 12, 2021. The Barron's "Top 1,200 Financial Advisors" ranking considered advisors with a minimum of seven years financial services experience and have been employed at their current firm for at least one year. 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. Other quantitative and qualitative measures include assets under management, revenues generated by advisors for their firms, and the quality of the advisors' practices, regulatory records, internal company documents, and 100-plus points of data provided by the advisors themselves. 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. Barron's is a trademark of Dow Jones & Company, Inc. All rights reserved. Source: The Forbes "Best-in-State Wealth Advisors" list, February 11, 2021. Data provided by SHOOK™ Research, LLC. Data as of June 30, 2020. The Forbes "Best-in-State Wealth Advisors" ranking was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: 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. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client's experience. Rankings and recognition from Forbes 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. Neither Forbes nor SHOOK Research receives compensation in exchange for placement on the ranking. Forbes is a trademark of Forbes Media LLC. All rights reserved. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp."). MLPF&S is a registered broker-dealer, registered investment adviser, Member SIPC and a wholly owned subsidiary of BofA Corp. Banking products are provided by Bank of America, N.A., Member FDIC and a wholly owned subsidiary of BofA Corp. Investment products: Are Not FDIC Insured Are Not Bank Guaranteed May Lose Value The Bull Symbol and Merrill are registered trademarks of Bank of America Corporation. CIMA® is a registered service mark of the Investment Management Consultants Association dba Investments & Wealth Institute. CRPC® is a registered service mark of the College for Financial Planning. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S. © 2021 Bank of America Corporation. All rights reserved. MAP3577803 | AD-08-21-0108 | 472538PM-0621 | 08/2021 Advice for what matters most, when you need it most Congratulations to Brad Chappell and Brent Chappell for being named to the Barron's "Top 1,200 Financial Advisors" 2021 list and Forbes "Best-in-State Wealth Advisors" 2021 list. Working with a dedicated advisor means you get personalized investment strategies from Merrill plus access to the broader banking capabilities, tools and technology only Bank of America can deliver. Brad Chappell, CIMA ® , CRPC ® Managing Director Wealth Management Advisor 281.364.2130 • bradley_chappell@ml.com Merrill Lynch Wealth Management 9595 Six Pines Drive, Suite 8380 The Woodlands, TX 77380 fa.ml.com/thechappellgroup Brent Chappell, CFP ® , CIMA ® , CRPC ® Managing Director Wealth Management Advisor Portfolio Manager 281.364.2164 • brent_chappell@ml.com The Chappell Group