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Massachusetts
Needham

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Andrea Nathan
Barry Morgan
Brian Day-Lewis
Carroll Hayes
Catherine Ocampo
Chanel Gullage
Chirag Shah
Christopher Garrison
Daniel Feigelman
Debra Brede
Derek Thisse
George Conway
Gregory Lewis
James Nolan
Joshua Darwin
Kimberly Forness
Laurence Kim
Lynn Kaplan
Maxwell Miller
Norman Forness
Paramjit Singh
Paul Deeley
Paul Sullivan
Pieter Stalenhoef
Ronald York
Ryan Forness
Suzanne Conran
William Herrick

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SmartAsset Advisors, LLC ("SmartAsset"), a wholly owned subsidiary of Financial Insight Technology, is registered with the U.S. Securities and Exchange Commission as an investment adviser. SmartAsset’s services are limited to referring users to third party advisers registered or chartered as fiduciaries ("Adviser(s)") with a regulatory body in the United States that have elected to participate in our matching platform based on information gathered from users through our online questionnaire. SmartAsset receives compensation from Advisers for our services. SmartAsset does not review the ongoing performance of any Adviser, participate in the management of any user’s account by an Adviser or provide advice regarding specific investments. We do not manage client funds or hold custody of assets, we help users connect with relevant financial advisors. This is not an offer to buy or sell any security or interest. All investing involves risk, including loss of principal. Working with an adviser may come with potential downsides such as payment of fees (which will reduce returns). There are no guarantees that working with an adviser will yield positive returns. The existence of a fiduciary duty does not prevent the rise of potential conflicts of interest.

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