BARRON'S ADVISOR Top 100 Independent Advisors 2024 Principle WEALTH INVESTMENT MANAGEMENT FINANCIAL PLANNING PLANNING Congratulations! Robert S. Paolucci, CFP® Congratulations Robert S. Paolucci, CFP®, named to the 2024 Barron's FOUCARY SERVICES Top 100 Independent Advisors list 88 FAMILY OFICE ESTATE CHARITABLE GIVING TAX HANAGEMENT MADISON, CT 06443 | www.principlewealth.com | P: 203.318.8892 | info@principlewealth.com | WESTPORT, CT 06880 Source: Barron's Top 100 Independent Advisors, September, 2024. Barron's Top 100 Independent Advisors bases its ratings on qualitative criteria provided by a 100+ question survey and verified through regulatory data, which provide a ranking framework. Advisors must pass a prequalification process that aims to determine experience and sophistication before verification of data with regulatory databases before an internal rankings formula is applied This formula consists of 3 major categories with multiple subcategories within each. Also considered is a wide range of qualitative factors, including but not limited to experience, advanced degrees and industry designations, the size, shape and diversity of their teams, compliance records, and charitable and philanthropic work. Because individual dient portfolio performance varies and is typically unaudited, this rating focuses on customer satisfaction and quality of advice. The rating may not be representative of any one client's experience because it reflects a sample of all of the ex e experiences of the Financial Advisors clients. The rating is not indicative of the Financial Advisor's past or future performance. Neither Principle Wealth Partners nor its Financial Advisors pay a fee to Barron's in exchange for the rating, however Principle Wealth Partners does pay to use the award ribbon for marketing materials. Principle Wealth Partners is not affiliated with Barron's or Dow Jones & Company LP, All of the information provided has been obtained from sources considered to be reliable, but we do not guarantee its accuracy or complete- ness, and does not constitute a recommendation. Barron's is a registered trademark of Dow Jones & Company, LP. All rights reserved. BARRON'S ADVISOR Top 100 Independent Advisors 2024 Principle WEALTH INVESTMENT MANAGEMENT FINANCIAL PLANNING PLANNING Congratulations ! Robert S. Paolucci , CFP® Congratulations Robert S. Paolucci , CFP® , named to the 2024 Barron's FOUCARY SERVICES Top 100 Independent Advisors list 88 FAMILY OFICE ESTATE CHARITABLE GIVING TAX HANAGEMENT MADISON , CT 06443 | www.principlewealth.com | P : 203.318.8892 | info@principlewealth.com | WESTPORT , CT 06880 Source : Barron's Top 100 Independent Advisors , September , 2024. Barron's Top 100 Independent Advisors bases its ratings on qualitative criteria provided by a 100+ question survey and verified through regulatory data , which provide a ranking framework . Advisors must pass a prequalification process that aims to determine experience and sophistication before verification of data with regulatory databases before an internal rankings formula is applied This formula consists of 3 major categories with multiple subcategories within each . Also considered is a wide range of qualitative factors , including but not limited to experience , advanced degrees and industry designations , the size , shape and diversity of their teams , compliance records , and charitable and philanthropic work . Because individual dient portfolio performance varies and is typically unaudited , this rating focuses on customer satisfaction and quality of advice . The rating may not be representative of any one client's experience because it reflects a sample of all of the ex e experiences of the Financial Advisors clients . The rating is not indicative of the Financial Advisor's past or future performance . Neither Principle Wealth Partners nor its Financial Advisors pay a fee to Barron's in exchange for the rating , however Principle Wealth Partners does pay to use the award ribbon for marketing materials . Principle Wealth Partners is not affiliated with Barron's or Dow Jones & Company LP , All of the information provided has been obtained from sources considered to be reliable , but we do not guarantee its accuracy or complete- ness , and does not constitute a recommendation . Barron's is a registered trademark of Dow Jones & Company , LP . All rights reserved .