*2023 NAPA Top Woman Advisors: Awarded October 2023; Data compiled by NAPA based on the time period from Jan. 2022 - Dec. 2022 (Source: napa-net.org), 2022 NAPA Top Woman Advisors: Awarded October 2022; Data compiled by NAPA based on the time period from Jan. 2021-Dec. 2021 (Source: napa-net.org). 2021 NAPA Top Woman Advisors: Awarded October 2021;Data compiled by NAPA based on the time period from Jan. 2020 - Dec. 2020 (Source: napa-net.org). 2020 NAPA Top Woman Advisors: Awarded October 2020; Data compiled by NAPA based on the time period from Jan. 2019-Dec. 2019 (Source: napa-net.org). 2019 NAPA Top Woman Advisors: Awarded October 2019; Data compiled by NAPA based on the time period from Jan. 2018 Dec. 2018 (Source: napa-net.org). 2018 NAPA Top Woman Advisors: Awarded October 2018; Data compiled by NAPA based on the time period from Jan. 2017 - Dec. 2017 (Source: napa-net.org). The National Association of Plan Advisors (NAPA) Top Woman Advisors were nominated for consideration by NAPA BD/RIA Firm Partners, based on previous year's data about the
practice, experience, and accomplishments as provide by nominees, and selected by a panel of industry experts chosen by NAPA. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advise and based solely on the disclosed criteria.
Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC. Pathlight Advisors is a separate entity from WFAFN.
**2024 Forbes Top Woman Wealth Advisors: Awarded February 2024; Data compiled by SHOOK Research, LLC based on time period from 9/30/22-9/30/23 (Source Forbes.com). 2023 Forbes Top Woman Wealth Advisors: Awarded 2023; Data compiled by SHOOK Research, LLC based on the time period from 9/30/21-9/30/22 (Source Forbes.com). 2022 Forbes Top Woman Wealth Advisors: Awarded 2022; Data compiled by SHOOK Research LLC based on the time period from 9/30/20-9/30/21 (Source Forbes.com). Fee paid for use for marketing materials. The Forbes Top Woman Wealth Advisors rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue, and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosure criteria.