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Barron’s 2020 Top 50 Institutional Consultants List Congratulations to these 18 outstanding Graystone Consulting teams led by the Institutional Consulting Directors listed below. You are a bright example of the culture of excellence at our Firm. Source: Barron’s “Top Institutional Consultants,” April 20, 2020. The teams in the ranking were evaluated on a range of criteria, including institutional investment assets overseen by the team, the revenue generated by those assets, the number of clients served by the team, and the number of team members and their regulatory records. Also considered were the advanced professional designations and accomplishments represented on the team. The rating is not indicative of the Institutional Consulting Director’s past or future performance. Neither Morgan Stanley Smith Barney LLC nor its Institutional Consulting Directors pay a fee to Barron’s in exchange for the rating. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. © 2020 Investments and services offered through Morgan Stanley Smith Barney LLC. Member SIPC. Graystone Consulting is a business of Morgan Stanley Smith Barney LLC. GSC002 CRC 3045565 04/20 CS 9832898 04/20 Jim Detterick Ryan Lewis Mark Maizel New York, N.Y. Kristina Van Liew Linda Stephans Erik Oiler Chicago, Ill. Craig Dobbs Matthew Viars Franco Piarulli Indianapolis, Ind. Thane Stenner Youssef Zohny Simon Jochlin San Francisco, Calif. John Longo Kenneth Yager New York, N.Y. Robert S. Scherer Dean J. Eisen Ross P. Charkatz Potomac, Md. John W. Granger II Houston, Tex. William Hendrix Lee Morris Robert Morris Raleigh, N.C. Wichita, Kans. Dallas, Tex. William Messner John Krakowiak Jason May Birmingham, Mich. Thomas Parks Edgar Mooney Tricia Uttech Milwaukee, Wis. Harry Herb Thomas Schatzman Scott Davis Wyomissing, Pa. George Cook Carl Viard Mary Tomanek Barrington, Ill. Michael Rosloniec Jennifer Hamant Cheryl Carpenter Columbus, Ohio Grand Rapids, Mich. Timothy Skelly Mark Curtis Joe Vollono Palo Alto, Calif. David A. Wheeler Adam H. Palmer A. Scott Owens Tampa, Fla. Brent Glading Tom Ferrara Florham Park, N.J. Greg Simakas Todd Simakas Anthony Smulski Sewickley, Pa. James Whitney Michael Sakach Mary DiChristofano Chicago, Ill.

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Barron’s 2020Top 50 InstitutionalConsultants List

Congratulations to these 18 outstanding Graystone Consulting teams led by the Institutional Consulting Directors listed below. You are a bright example of the culture of excellence at our Firm.

Source: Barron’s “Top Institutional Consultants,” April 20, 2020. The teams in the ranking were evaluated on a range of criteria, including institutional investment assets overseen by the team, the revenue generated by those assets, the number of clients served by the team, and the number of team members and their regulatory records. Also considered were the advanced professional designations and accomplishments represented on the team. The rating is not indicative of the Institutional Consulting Director’s past or future performance. Neither Morgan Stanley Smith Barney LLC nor its Institutional Consulting Directors pay a fee to Barron’s in exchange for the rating. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.© 2020 Investments and services offered through Morgan Stanley Smith Barney LLC. Member SIPC. Graystone Consulting is a business of Morgan Stanley Smith Barney LLC. GSC002 CRC 3045565 04/20 CS 9832898 04/20

Jim DetterickRyan LewisMark MaizelNew York, N.Y.

Kristina Van LiewLinda StephansErik OilerChicago, Ill.

Craig DobbsMatthew ViarsFranco PiarulliIndianapolis, Ind.

Thane StennerYoussef ZohnySimon JochlinSan Francisco, Calif.

John LongoKenneth YagerNew York, N.Y.

Robert S. SchererDean J. EisenRoss P. CharkatzPotomac, Md.

John W. Granger IIHouston, Tex.

William HendrixLee MorrisRobert MorrisRaleigh, N.C.Wichita, Kans.Dallas, Tex.

William MessnerJohn KrakowiakJason MayBirmingham, Mich.

Thomas ParksEdgar MooneyTricia UttechMilwaukee, Wis.

Harry HerbThomas SchatzmanScott DavisWyomissing, Pa.

George CookCarl ViardMary TomanekBarrington, Ill.