SA MERRILLA. A BANK OF AMERICA COMPANY Advice for what matters most, when you need it most Congratulations to Youngman, Rosenthal & Shaffer Wealth Management Group for being named to the Forbes "Best-in-State Wealth Management Teams" 2024 list, published on January 9, 2024. Rankings based on data as of March 31, 2023. Youngman, Rosenthal & Shaffer Wealth Management Group Merrill Lynch Wealth Management 600 Baltimore Drive Wilkes-Barre, PA 18702 800.947.8491 fa.ml.com/yrs 2024 Forbes "Best-in-State Wealth Management Teams" list. Opinions provided by SHOOK Research, LLC and is based on in-person, virtual and telephone due-diligence meetings and a ranking algorithm that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion because client objectives and risk tolerance vary). SHOOK's rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client's experience and available for investor help in evaluating the right financial advisor and not an endorsement of the advisor Compensation was not received from anyone for the rankings study. Past performance does not guarantee future results. Details available at the SHOOK Research website. SHOOK is a registered trademark of SHOOK Research, LLC Merrill Lynch, Pierce, Fenner & Smith Incorporated (MLPF&S) is a registered broker-dealer, registered investment adviser, and Member SIPC. Bank of America, NA, Member FDIC and MLPF&S are wholly owned subsidiaries of Bank of America Corporation. ©2024 Bank of America Corporation. All rights reserved. MAP5911614 AD-10-24-0397 | 472538PM-0124|11/2024 SA MERRILLA . A BANK OF AMERICA COMPANY Advice for what matters most , when you need it most Congratulations to Youngman , Rosenthal & Shaffer Wealth Management Group for being named to the Forbes " Best - in - State Wealth Management Teams " 2024 list , published on January 9 , 2024. Rankings based on data as of March 31 , 2023 . Youngman , Rosenthal & Shaffer Wealth Management Group Merrill Lynch Wealth Management 600 Baltimore Drive Wilkes - Barre , PA 18702 800.947.8491 fa.ml.com/yrs 2024 Forbes " Best - in - State Wealth Management Teams " list . Opinions provided by SHOOK Research , LLC and is based on in - person , virtual and telephone due - diligence meetings and a ranking algorithm that measure best practices , client retention , industry experience , credentials , compliance records , firm nominations , assets under management and Firm - generated revenue ( investment performance is not a criterion because client objectives and risk tolerance vary ) . SHOOK's rankings are available for client evaluation only , are not indicative of future performance and do not represent any one client's experience and available for investor help in evaluating the right financial advisor and not an endorsement of the advisor Compensation was not received from anyone for the rankings study . Past performance does not guarantee future results . Details available at the SHOOK Research website . SHOOK is a registered trademark of SHOOK Research , LLC Merrill Lynch , Pierce , Fenner & Smith Incorporated ( MLPF & S ) is a registered broker - dealer , registered investment adviser , and Member SIPC . Bank of America , NA , Member FDIC and MLPF & S are wholly owned subsidiaries of Bank of America Corporation . © 2024 Bank of America Corporation . All rights reserved . MAP5911614 AD - 10-24-0397 | 472538PM - 0124 | 11/2024