MERRILL . A BANK OF AMERICA COMPANY Now more than ever, personalized advice matters Congratulations to Richard Goodwin for being named to the Forbes "Best-in-State Wealth Advisors" 2021 list and Barron's "Top 1,200 Financial Advisors" 2014, 2016, 2017, 2018, 2019, 2020 and 2021 lists. We can provide customized, comprehensive advice and guidance to help you stay on track to pursue your goals. When the world changes, we're here to help. Let's work through this together. The Goodwin Esposito Group Richard Goodwin, CIMA Senior Vice President Wealth Management Advisor 203.204.0705 richard goodwin@ml.com Merrill Lynch Wealth Management 350 Goose Lane 303C Guilford, CT 06437 fa.ml.com/goodwin-esposito-group 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 cach advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance recornds. firm nominations, and quantitative criteria, including assets under management and reveriue 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, u 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 curent or prospective cient 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 Allrights reserved. Source: The Baronis "Top 1200 Financial Advisors" ist, March 12. 2021. The Baron's "Top 1,200 Financial Advisors" ranking considered advisors with a minimum of seven years financial services experience and have been employed at their cument firm for at least one year This is a list of the top advisors in each state, with the number of ranking spots detemined by each state's population and wealth Other quantitative and qualitative measures include assets under managernent, revenues generated by advisors for their firms, and the quality of the advisors' practices, regulatory records, intenal company documents, and 100-plus points of data provided by the advisors themselves. Rankings and recognition from Barronis 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. Baroris is a trademark of Dow Jones & Company, Inc. All rights reserved. Memill Lynch, Pierce. Fenner & Smith Incorporated (also referred to as "MLPF&S or "Menill") makes available certain investment products sponsored, managed distributed or provided by companies that are affiiates of Bank of America Corporation ("BofA Corp."). MLPF&S is a registered broker-dealer, registered investment adviser, Member SIPC and a wholy owned subsidiary of BofA Corp. Investment products: Are Not FDIC Insured Are Not Bank Guaranteed May Lose Value The Bull Symbol is a registered trademark of Bank of America Corporation OMA is a registered service mark of the Investment Management Consultants Association dba Investments & Wealth Institute. O 2021 Bank of America Corporation All rights reserved. MAP3562494 | AD-04-21-1335| 472538PM-0420|04/2021 MERRILL . A BANK OF AMERICA COMPANY Now more than ever, personalized advice matters Congratulations to Richard Goodwin for being named to the Forbes "Best-in-State Wealth Advisors" 2021 list and Barron's "Top 1,200 Financial Advisors" 2014, 2016, 2017, 2018, 2019, 2020 and 2021 lists. We can provide customized, comprehensive advice and guidance to help you stay on track to pursue your goals. When the world changes, we're here to help. Let's work through this together. The Goodwin Esposito Group Richard Goodwin, CIMA Senior Vice President Wealth Management Advisor 203.204.0705 richard goodwin@ml.com Merrill Lynch Wealth Management 350 Goose Lane 303C Guilford, CT 06437 fa.ml.com/goodwin-esposito-group 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 cach advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance recornds. firm nominations, and quantitative criteria, including assets under management and reveriue 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, u 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 curent or prospective cient 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 Allrights reserved. Source: The Baronis "Top 1200 Financial Advisors" ist, March 12. 2021. The Baron's "Top 1,200 Financial Advisors" ranking considered advisors with a minimum of seven years financial services experience and have been employed at their cument firm for at least one year This is a list of the top advisors in each state, with the number of ranking spots detemined by each state's population and wealth Other quantitative and qualitative measures include assets under managernent, revenues generated by advisors for their firms, and the quality of the advisors' practices, regulatory records, intenal company documents, and 100-plus points of data provided by the advisors themselves. Rankings and recognition from Barronis 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. Baroris is a trademark of Dow Jones & Company, Inc. All rights reserved. Memill Lynch, Pierce. Fenner & Smith Incorporated (also referred to as "MLPF&S or "Menill") makes available certain investment products sponsored, managed distributed or provided by companies that are affiiates of Bank of America Corporation ("BofA Corp."). MLPF&S is a registered broker-dealer, registered investment adviser, Member SIPC and a wholy owned subsidiary of BofA Corp. Investment products: Are Not FDIC Insured Are Not Bank Guaranteed May Lose Value The Bull Symbol is a registered trademark of Bank of America Corporation OMA is a registered service mark of the Investment Management Consultants Association dba Investments & Wealth Institute. O 2021 Bank of America Corporation All rights reserved. MAP3562494 | AD-04-21-1335| 472538PM-0420|04/2021