Diana Menaker

Disclosures

Forbes/SHOOK Top Women Wealth Advisors: (02/04/26, data as of 09/30/25); (02/11/25, data as of 09/30/24); (02/08/24, data as of 09/30/23); (02/01/23, data as of 09/30/22); (02/04/22, data as of 09/30/21); (03/24/21, data as of 09/30/20). Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced. Methodology here: jpmorgan.com/award-disclosures

Forbes/SHOOK Top Women Wealth Advisors Best-In-State: (02/04/26, data as of 09/30/25); (02/11/25, data as of 09/30/24); (02/08/24, data as of 09/30/23); (02/01/23, data as of 09/30/22); (02/04/22, data as of 09/30/21). Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced. Methodology here: jpmorgan.com/award-disclosures

Forbes/SHOOK Top Wealth Advisors Best-In-State: (04/07/26, data as of 06/30/25); (04/08/25, data as of 06/30/24); (04/03/24, data as of 06/30/23); (04/04/23, data as of 06/30/22). Ratings may not guarantee future success or results. Fee paid for advertisement materials after rating announced. Methodology here: jpmorgan.com/award-disclosures

Forbes/SHOOK Top Wealth Management Teams Best-In-State: (01/07/26, data as of 03/31/25); (01/09/25, data as of 3/31/24). Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced. Methodology here: jpmorgan.com/award-disclosures