Charles Schwab & Co., TD Ameritrade, Inc, and MG Trust are firms that we use to custody our client assets. Charles Schwab, TD Ameritrade, MG Trust and Clear Financial Strategies, and the other entities named are separate and unaffiliated firms, and are not responsible for each other’s services or policies. Charles Schwab, TD Ameritrade and MG Trust does not endorse or recommend any advisor and the use of the Charles Schwab, TD Ameritrade or MG Trust logo does not represent the endorsement or recommendation of any advisor, Brokerage services provided by Charles Schwab Institutional, Charles Schwab Bank, Charles Schwab Trust Company of Delaware, TD Ameritrade Institutional Division of TD Ameritrade, Inc., member FINRA/SIPC. TD Ameritrade is a trademark entity owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. Used with permission.