<section><h2>Investor Profile Questionnaire</h2><p><p><span style="font-size:18px;">Understanding your appetite for risk is the first step in setting an investment strategy. </span></p><p><span style="font-size:18px;">Understanding how you view and respond to market conditions will help us evaluate whether your accounts match your risk tolerance and will also guide us in any recommendations we make.</span></p></p></section><section><h2><h1><span style="font-size:36px;">Your results point to a high tolerance for risk - Aggressive Growth</span></h1></h2><p><p>Based on your responses, the investor profile that best meets your risk tolerance is <strong>Aggressive Growth</strong>:</p><ul><li>No need for current income</li><li>Focus on aggressive growth</li><li>Highest tolerance for risk</li><li>Long investment time horizon </li></ul><p>The investment objectives shown are for illustrative purposes only. Your investment objective is based on many factors including your financial situation, tolerance for risk, time horizon, and other financial needs. Consult your financial advisor if you have any questions.</p><p><strong>Notify us by clicking "Confirm Results Here"</strong></p></p></section><section><h3><h1><span style="font-size:1.5em;">Your results point to a low tolerance for risk - Income with Capital Preservation</span></h1></h3><p><p>Based on your responses, the investor profile that best meets your risk tolerance is <strong>Income with Capital Preservation</strong>:</p><ul><li>Need for capital preservation and current income</li><li>No focus on growth</li><li>Lowest tolerance for risk</li><li>Shortest investment time frame</li></ul><p>The investment objectives shown are for illustrative purposes only. Your investment objective is based on many factors including your financial situation, tolerance for risk, time horizon, and other financial needs. Consult your financial advisor if you have any questions.</p><p><strong>Notify us by clicking "Confirm Results Here"</strong></p></p></section><section><h3><h1><span style="font-size:1.5em;">Your results point to a moderate risk tolerance - Income with Moderate Growth</span></h1></h3><p><p>Based on your responses, the investor profile that best meets your risk tolerance is <strong>Income with Moderate Growth</strong>:</p><ul><li>Need for current income</li><li>Moderate focus on growth</li><li>Low tolerance for risk</li><li>Short/intermediate investment time frame</li></ul><p>The investment objectives shown are for illustrative purposes only. Your investment objective is based on many factors including your financial situation, tolerance for risk, time horizon, and other financial needs. Consult your financial advisor if you have any questions.</p><p><strong>Notify us by clicking "Confirm Results Here"</strong></p></p></section><section><h3><h2><strong>Your results point to a moderate to moderately higher risk tolerance - Growth with Income profile</strong></h2></h3><p><p>Based on your responses, the investor profile that best meets your risk tolerance is <strong>Growth with Income</strong>:</p><ul><li>Equal focus on growth and current income</li><li>Moderate tolerance for risk</li><li>Intermediate investment time frame</li></ul><p>The investment objectives shown are for illustrative purposes only. Your investment objective is based on many factors including your financial situation, tolerance for risk, time horizon, and other financial needs. Consult your financial advisor if you have any questions.</p><p><strong>Notify us by clicking "Confirm Results Here"</strong></p><p> </p></p></section><section><h3><h2><strong>Your results point to a moderately higher level of tolerance for risk - Growth profile</strong></h2></h3><p><p>Based on your responses, the investor profile that best meets your risk tolerance is <strong>Growth</strong>:</p><ul><li>Little need for current income</li><li>Focus on growth</li><li>High tolerance for risk</li><li>Intermediate/long investment time frame</li></ul><p>The investment objectives shown are for illustrative purposes only. Your investment objective is based on many factors including your financial situation, tolerance for risk, time horizon, and other financial needs. Consult your financial advisor if you have any questions.</p><p><strong>Notify us by clicking "Confirm Results Here"</strong></p></p></section><section><h2><h1 data-editable="questions-1-title" data-disable-toolbar="true" data-disable-return="true" data-plaintext="true" data-placeholder="Question 1" spellcheck="false" data-medium-editor-element="true" role="textbox" aria-multiline="true" data-medium-editor-editor-index="2" medium-editor-index="e6bf9c54-e4fe-274f-bed9-62f2f5e8b089" data-focus-visible-added="" data-medium-focused="true">Which of the statements below best describes your purpose for this investment account?</h1></h2></section><section><h3><h2></h2><h1 data-editable="questions-4-title" data-disable-toolbar="true" data-disable-return="true" data-plaintext="true" data-placeholder="Question 4" spellcheck="false" data-medium-editor-element="true" role="textbox" aria-multiline="true" data-medium-editor-editor-index="9" medium-editor-index="7b989324-96cb-b09a-2808-751d7b68f625" data-focus-visible-added="" data-medium-focused="true">When will you begin withdrawing money from this specific investment account?</h1></h3></section><section><h3><h2></h2><h1 data-editable="questions-6-title" data-disable-toolbar="true" data-disable-return="true" data-plaintext="true" data-placeholder="Question 6" spellcheck="false" data-medium-editor-element="true" role="textbox" aria-multiline="true" data-medium-editor-editor-index="11" medium-editor-index="247f8683-ae90-52af-3694-d74babdab6f8" data-focus-visible-added="" data-medium-focused="true">Over the next several years, you expect your annual income (salary, rental properties, pensions, social security, etc.) to:</h1></h3></section><section><h3><h2><strong>Which of the five sample portfolios best represents your goals for this investment account and the most acceptable range of outcomes over a 1-year period?</strong></h2></h3></section><section><h3><h1><strong>If your investments were to decline in value significantly over a 3-month period, how might you react?</strong></h1></h3></section><section><h3><h2><strong>In recent years, how have your personal investments changed?</strong></h2></h3></section>