Our Commitment Remains Unchanged: Introducing Conversion Central

Dear Valued Clients,

Recently, you may have received a communication from Commonwealth Financial Network regarding the transition of your accounts to LPL Financial. We understand that a message discussing contracts and account transfers can sound significant. It may have also raised questions about what this transition means for you.

We want you to hear directly from us.

Your relationship with Pickler Wealth Advisors is not changing.

The people you know and trust remain exactly the same. Pickler Wealth Advisors will continue to be your financial advisory firm. Our team will continue to be your point of contact and your advocate.

In 2015, Pickler Wealth Advisors entered into a relationship with Commonwealth Financial Network. Commonwealth has served as our broker-dealer and provided important support to our firm behind the scenes.

Recently, LPL Financial acquired Commonwealth. As a result, we had an important decision to make about the future of that relationship.

We did not make that decision lightly.

Over the past year, our team has spent considerable time evaluating what this transition would mean for our clients and our firm. We have held extensive meetings and asked important questions. After careful deliberation and planning, we chose to move forward with LPL as our new broker-dealer.

We made that decision because we believe it is the right path for Pickler Wealth Advisors and, most importantly, for the clients we serve.

So, what does this mean for you? In the ways that matter most, nothing changes.

LPL will work behind the scenes to support Pickler Wealth Advisors, just as Commonwealth has done since 2015. LPL is not replacing Pickler Wealth Advisors. You are not being handed off to a new financial advisor.

We are still your team. We are still your advocates.

When you have a question, you still call us. When an important financial decision arises, you still turn to us. The relationship you have built with Pickler Wealth Advisors remains firmly in place.

That distinction is incredibly important to us.

For more than 20 years, our family and our firm have believed that financial advising begins with relationships. The financial industry will continue to evolve. The institutions that support advisory firms may change. Our commitment to the families we serve will not.

At Pickler Wealth Advisors, our goal has always been to make ourselves indispensable to the clients we serve. That pledge remains as strong today as ever.

We know you have entrusted us with much more than your investments. You have trusted us with your family's future and the legacy you hope to build. We take that responsibility personally.

As this transition moves forward, you may receive additional regulatory notices or disclosures related to LPL. Some of the language may sound formal because these communications address the technical requirements of the transition. Please know that our team is here to help you understand anything you receive.

In a world where spam and phishing attempts are increasingly common, protecting your personal information remains a top priority. As the conversion progresses, if any documents require your immediate attention or action, our team will communicate with you directly so you can proceed with confidence.

Stay Informed with Conversion Central

To keep you informed and confident throughout this transition, we are creating Conversion Central, a dedicated resource for everything related to our move to LPL.

There, you will find FAQs and timely updates from our team. You can also access important deadlines and Account View information. We will continue adding helpful resources throughout the conversion. Conversion Central will launch in the coming weeks. Visit www.picklerwealthadvisors.com/conversion.

We are confident in the path ahead. More importantly, we are deeply grateful for the trust you continue to place in Pickler Wealth Advisors.

The name supporting us behind the scenes may be changing, but the Pickler team standing beside you is not.

If you have any questions or concerns, I encourage you to reach out to me, David Pickler, directly at the office at 901.316.0160 or on my cell phone at 901.606.9180.

Your trusted advocates,

David A. Pickler, Esq., CFP^®

President and CEO

Pickler Wealth Advisors

Katie Pickler, MS, MPAS^®, CSRIC^®

Vice President

Pickler Wealth Advisors