Additional Disclosures Koss Olinger

InvestmentNews Excellence Awardee – Advisor of the Year (Southeast Region): Tim, Shannon, Will
*Koss Olinger has not provided compensation (directly or indirectly) to obtain, use, or distribute this third-party award. Award received in 2025. InvestmentNews receives nominations from wealth management professionals and then assesses contributions of nominees from the previous 12 months to decide on Excellence Awardees. Nominees were evaluated based on business development strategies, comprehensive investment expertise, relationships with and retention of clients, active involvement in investment education, mentoring initiatives, pro-bono efforts, community engagement, and regulatory record.

InvestmentNews Excellence Awardee – RIA Team of the Year (10 Advisors or More): Koss Olinger
*Koss Olinger has not provided compensation (directly or indirectly) to obtain, use, or distribute this third-party award. Award received in 2025. Nominees were evaluated based on their outstanding advisory team or office with 10 staff or more (including full-time equivalents, advisors, and support staff) displaying excellence over the past 12 months. Criteria considered include: quality of client service and relationships, employee value proposition, innovative business plans and use of wealth technology, and industry reputation.

Methodology:
Starting in July, InvestmentNews invited financial advice and wealth management professionals across the country to nominate their most exceptional young talent for the inaugural Rising Stars list.

The Rising Stars were determined by an independent panel of industry leaders.

2024 – America’s Top RIA Firms by SHOOK Research with Forbes*
Methodology:
The Forbes ranking of America’s Top RIA Firms, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone, virtual and in-person due diligence interviews, and quantitative data. The algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.

*Koss Olinger has not provided compensation (directly or indirectly) to obtain, use, or distribute this third-party ranking. Forbes.com (Awarded Oct 2024) Data compiled by Shook Research LLC based on time period from 3/31/23-3/31/24.

Excellence in Philanthropy – Excellence Awardee by InvestmentNews *
*Koss Olinger has not provided compensation (directly or indirectly) to obtain, use, or distribute this third-party award. Award received in 2024. InvestmentNews receives nominations from wealth management professionals and then assesses contributions of nominees from the previous 12 months to decide on Excellence Awardees. Nominees were evaluated on their outstanding contribution of time, leadership, and financial support over a sustained period of time, beyond normal expectations, that made significant impacts in the receiving philanthropic causes or communities.

Great Place to Work 2024-2025*
Methodology:
Great Place To Work Certification criteria are the global standard for quantifying and benchmarking the employee experience. Using the Great Place To Work Trust Model and the Trust Index Survey, Certification evaluates workplace culture from the perspective that matters the most — the employee — offering the most comprehensive picture on the market of the internal health of an organization. To be considered for Certification, organizations must have 10 or more employees and must complete a two-step process:
1. Survey employees with the Trust Index Survey.
2. Complete the Culture Brief™, a company questionnaire.

Positive employee responses to the Trust Index Survey (four and above on the five-point scale) are averaged to provide an organization-wide assessment of culture: the Trust Index. Companies that score above the current threshold become Great Place To Work Certified. Surveys must meet strict requirements for how they are distributed and the percentage of employees who respond to ensure they accurately represent feedback from the company’s full population.

*A fee was paid to be eligible for this certification, but was not paid to be Certified™ by Great Place to Work®. Certification published July 2024 and is valid through July 2025. Certification based on an employee survey and a company questionnaire.

Nominees had to be aged 40 or under (as of November 30, 2024) and be committed to a career in wealth management, with a clear passion for the industry. Nominees were asked about their current role, key achievements, and career goals, as well as the contributions they’ve made to shaping the industry. Recommendations from managers and senior industry professionals were also taken into account.
The Rising Stars were determined by an independent panel of industry leaders.

*Koss Olinger has not provided compensation (directly or indirectly) to obtain, use, or distribute this third-party ranking. InvestmentNews (Awarded Nov 2024) Data compiled by based on time period from 2023 to 2024.

Investment News Women to Watch – Rising Star
Advisor of the Year 2023
*Koss Olinger has not provided compensation (directly or indirectly) to obtain, use, or distribute this third-party award. Award received based on information from 2022 to 2023. This award recognizes the outstanding female advisor who has displayed excellence in their first three years as an advisor.