David and Katie Pickler’s Statement Regarding Commonwealth Financial Network’s Sale

Dear Valued Client,

You may have recently received a letter dated May 19 from Commonwealth Financial Network® (Commonwealth), informing you of a change in the firm’s ownership. We want to take a moment to clarify what this means.

First and foremost, this change has absolutely no impact on your relationship with Pickler Wealth Advisors. We remain your dedicated advisors and advocates, and Pickler Wealth Advisors continues to operate as your trusted source for comprehensive financial guidance.

For the past decade, Commonwealth has served as our RIA/broker-dealer/back-office support provider. Prior to that, we worked with LPL Financial in the same capacity. The current ownership of Commonwealth has made the decision to sell their business to LPL Financial.

We are actively reviewing the details of this transaction and evaluating the best path forward for Pickler Wealth Advisors. Our priority is to ensure that we continue to deliver best-in-class service and support to you, our valued client.

Over the coming months, we will carefully assess this transaction to determine whether Commonwealth, under new ownership, can continue to meet our high expectations for superior service and operational support. Should we find that Commonwealth remains the best fit, we will maintain our relationship with them. If, however, we identify a partner better aligned with the needs of Pickler Wealth Advisors and our clients, we will communicate that decision to you promptly.

Once again, please know that this change affects only the administrative and back-office components of our business — not our personal relationship with you. We remain your dedicated advisors, and our entire team is here to continue serving all your advisory and investment needs with the same commitment and care you've come to expect.

At this time, no action is required on your part. If we determine that moving forward with Commonwealth/LPL is in your best interest—and you agree—no additional steps will be necessary on your part.

If you have any questions or concerns, I encourage you to reach out to me, David Pickler, directly at the office (901.316.0160) or on my cell phone (901.494.5821.)

Your trusted advocates,

David A. Pickler, Esq., CFP®

President and CEO

Pickler Wealth Advisors

Katie Pickler, MS, MPAS®, CSRIC®

Vice President

Pickler Wealth Advisors