Steve Hollomon achieved his Certificate of Public Accountancy and worked as a tax and sports attorney in Seattle prior to joining Merrill Lynch Wealth Management in 1994. Steve’s primary responsibility is managing equity and fixed income strategies. He also utilizes his legal and accounting background to collaborate with clients’ advisors in developing effective income and estate tax strategies. In 2018, Steve was nationally ranked as a "Top 250 Advisor" by Forbes (Published on September 12, 2018. Rankings based on data as of June 30, 2018), one of "America’s Top 1,200 Advisors" by Barron’s (Published on March 12, 2018. Rankings based on data
as of September 30, 2017), as well as being named the #1 Advisor in Washington state by the Financial Times in 2019 (Published on April 18, 2019. Rankings based on data as of June 30, 2018).

Steve’s philanthropic activities include serving on the Board of Directors for the Rotary Boys and Girls Club and NephCure Kidney International.

*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

*Source: Financial Times “400 Top Financial Advisers” list, published on April 18, 2019. Rankings based on data as of June 30, 2018.

The Financial Times “400 Top Financial Advisers” (FT 400) list is an independent listing produced by the Financial Times. The FT 400
is based on data gathered from firms and verified by broker-dealer home offices, regulatory disclosures, and the FT’s research. The
listing reflects each adviser’s performance in six primary areas, including assets under management, asset growth, compliance record,
experience, credentials and accessibility as identified by the FT. Neither the brokerages nor the advisers pay a fee to the Financial Times
in exchange for inclusion in the FT 400. Rankings and recognition from Financial Times 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 adviser.

*Source: The Forbes “America’s Top 250 Wealth Advisors” list, published on September 12, 2018. Rankings based on data as of June 30, 2018.

The Forbes’ ranking of “America’s Top 250 Wealth Advisors,” developed by SHOOK Research, is based on an algorithm of qualitative and
quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue
trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person
interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Rankings are based on the
opinions of Forbes and not representative nor indicative of any one client’s experience, future performance, or investment outcome.
Neither Forbes nor SHOOK receives a fee in exchange for rankings. 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. All rights reserved.

*Source: The Barron’s “Top 1,200 Financial Advisors: State-by-State” list, published on March 12, 2018. Rankings based on data as of
September 30, 2017.

Advisors considered for the “Top 1,200 Financial Advisors” ranking have a minimum of seven years of financial services experience and
have been employed at their current firm for at least one year. Quantitative and qualitative measures used to determine the advisor
rankings include: client assets, return on assets, client satisfaction/retention, compliance records and community involvement, among
others. 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. The rankings are based on assets under management, revenues generated by advisors for their firms, and the quality of the
advisors’ practices. Investment performance is not an explicit criterion because performance is often a function of each client’s appetite
for risk. In evaluating advisors, we examine regulatory records, internal company documents, and 100-plus points of data provided by
the advisors themselves. Barron’s does not receive compensation from advisors, participating firms and their affiliates, or the media in
exchange for rankings. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved. 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.

Dave has been living in Bellevue for over 23 years after meeting and marrying his wife Victoria, a Bellevue native.  Dave was an active volunteer and coach with both of his children with Issaquah Little League and Boys and Girls Club, as well as serving on the board of the ETL Basketball League and Washington Athletic Club.  Dave and Victoria’s children currently attend the University of Oregon and Purdue University.

Dave holds the CERTIFIED FINANCIAL PLANNER™ certification, a designation awarded by the Certified Financial Planner Board of Standards, Inc., he has completed programs at Dartmouth University, Kellogg School of Management and the University of Chicago, Booth School of Business. Dave and Jens have received the Retirement Benefits Consultant designation from Merrill Lynch.

Dave has FINRA Series 7 & 66 registrations, and WA Life, Disability, and Long-Term Care Insurance licenses. He joined Merrill Lynch in 1997 as a Financial Advisor and is a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment strategies. When servicing clients through the Firm’s Investment Advisory Program, a Portfolio Manager may manage his strategies on a discretionary basis.

Dave is a graduate from California State University, Sacramento with a Bachelors of Science in Public Administration. He was actively involved in campus programs including holding elected office during his junior year.

Jens Pascucci is a Senior Vice President, a Wealth Management Advisor, and a founder of the Hollomon Dellinger Pascucci Group at Merrill Lynch Wealth Management in Seattle. Jens works closely with individuals and families who have a variety of wealth management needs, from straightforward to complex, helping them deploy their wealth more thoughtfully and efficiently. He offers rigorous investment knowledge combined with an intuitive understanding for people and their priorities and he holds the CFA designation. Jens takes great satisfaction in having a meaningful impact on clients’ lives. Working closely with his team members, he supports multiple generations of client families in pursuing the future they envision for themselves and their loved ones, navigating key crossroads with diligence and care.

Jens has received several national accolades for his work. In 2021, Forbes recognized him as one of the “Best-in-State Wealth Advisors” (Published on February 11, 2021. Rankings based on data as of June 30, 2020). Forbes also distinguished him as one of “America’s Top Next-Generation Wealth Advisors” in 2018 and 2020 (Published annually July – Sept. Rankings based on data as of March 31 of current year), and one of the "Best-in-State Next Generation Wealth Advisors" in 2019 (Published on September 4, 2019. Rankings based on data as of March 31, 2019). Jens believes this recognition reflects the caliber and commitment of his entire team.

In addition to being a founder of his group, Jens directs the overall group strategy, team operations, and client outreach, while also leading the team’s investment approach. He is particularly skilled in unwinding the intricacies of significant wealth, helping clients optimize their situations through in-depth analysis and creative problem solving. His areas of focus include portfolio design, tax-sensitive wealth transfer, pre- and post-liquidity-event planning, concentrated and restricted stock management, business succession planning, and customized lending. Through ongoing strategy, advice, and service, Jens looks to help people resolve difficulties in their financial lives so that they can enjoy greater confidence and security.

Jens joined Merrill Lynch Wealth Management in 2011. Previously, he consulted to a number of large technology firms in the Pacific Northwest. He earned his B.A. in Business and International Political Economy from the University of Puget Sound, where he was awarded its Presidential Scholarship. He was an active member of his fraternity, Sigma Nu, holding a number of leadership roles during his tenure with the organization.
 
Jens attained the Chartered Financial Analyst® designation awarded by the CFA® Institute, completing the requisite exams in the shortest possible timeframe. He also holds the CERTIFIED FINANCIAL PLANNER™ certification, awarded by the Certified Financial Planner Board of Standards, Inc. In addition, Jens has received the Certified 401(k) Professional® designation by The Retirement Advisor University and the Certified Plan Fiduciary Advisor, CPFA designation. Within Merrill, Jens is an accredited Retirement Benefits Consultant.

A native of West Seattle, Jens currently resides in Magnolia with his wife Alison and son. In his free time, he is an active volunteer with the Arthritis Foundation.

Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

Lending Services are through Bank of America, N.A.

*Source: The Forbes “Best-in-State Wealth Advisors” list, published on February 11, 2021. Rankings based on data as of June 30, 2020.

Data provided by SHOOK™ Research, LLC. 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.

*Source: The Forbes “Top Next-Generation Wealth Advisors” list, published annually July - Sept. Rankings based on data as of March 31
of current year.

Data provided by SHOOK® Research, LLC. Forbes “Top Next Generation Wealth Advisors” ranking. SHOOK considered advisors born in
1983 or later with a minimum 4 years as an advisor. Advisors have: built their own practices and lead their teams; joined teams and are
viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures: telephone and in-person
interviews to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations;
and quantitative criteria, such as: 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 Forbes and not representative nor indicative of any one client’s experience, future performance, or investment outcome
and should not be construed as an endorsement of the advisor. SHOOK’s research and rankings provide opinions intended to help investors
choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past
performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement
on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

*Source: The Forbes “Best-in-State Next-Generation Wealth Advisors” list, published on September 4, 2019. Rankings based on data as of
March 31, 2019.

Forbes “Best-in-State Next-Generation Wealth Advisors” list was developed by SHOOK Research. Advisors considered for this ranking
were born in 1980 or later with a minimum 4 years relevant experience; advisors have: built their own practices and lead their teams;
joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures:
telephone and in-person interviews, client retention, industry experience, credentials, review of compliance records, firm nominations;
and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a
criteria 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 representative nor indicative of any one client’s experience, future performance, or
investment outcome. 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. 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.