PAID ADVERTISEMENT The Monteverde Group, LLC and Jacobson Associates, Inc. Announce Strategic Merger Strengthening Financial Advisory and Risk Management Services for Families and Businesses Two of the region's well-regarded firms, The Monteverde Group, LLC and Jacobson Associates, Inc., are proud to announce their merger, combining expertise in the financial services and employee benefits fields. This merger reflects decades of collaboration between the firm's founders, Blair Jacobson and James Monteverde, who have shared a professional bond for over five decades. Managing Partner and Chief Investment Officer of The Monteverde Group, Craig Shensa, and Jacobson Associates' President, Larry Jacobson, bring a deeply rooted partnership to the table, having been friends since their high school years at Shady Side Academy. These enduring relationships are the bedrock of the merger, founded on mutual re- spect, trust, shared values, and an unwavering commitment to priori- tizing client needs. Together with their other Equity Partners, Daniel Martin, Wendy Astorino and Ryan Duchak and an experienced, well-educated team of professional advisors, the firm will continue its commitment to pro- viding clients' planning goals and objectives with planning strategies. "Our firms prioritize Trust, Integri- ty, and the financial well-being of our clients, said President James Monteverde. "By combining our resources and leveraging our col- laborative strengths and capabilities we seek to create a stronger, more dynamic organization well posi- tioned for growth and longevity." "This merger is more than a busi- ness decision. It is the culmination of a shared vision that has been The years in the making." added Blair Jacobson. "Together, we are excited to build on the Trust we've established to further empower our clients with the tools and knowl- edge they need to create a road- map to confidently navigate their financial futures." Craig Shensa added, "Our firms share a common philosophy - placing clients first." "By merging. our teams, we're creating a more robust firm dedicated to addressing the full spectrum of financial plan- ning challenges and opportunities faced by families, business owners and organizations." Larry Jacobson echoed this senti- ment. "Joining forces allows us to leverage our combined expertise to provide clients with an enhanced level of service and a broader range of strategies to safeguard their MONTEVERDE G R ° U P Helping Clients Grow, Manage and Preserve Wealth LLC. JACOBSON ASSOCIATES, INC. financial future and be better po- sitioned to take advantage of their opportunities." The newly combined firm will op- erate as The Monteverde Group, LLC whose mission remains true to each of the founding firms' mis- sions: To provide comprehensive client-centric strategies that help achieve financial freedom, growth and client confidence. For more information, please contact us at: (412)391-0419 or visit us online at: www.monteverdegroup.com Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, member FINRA/SIPC adno=375799 PAID ADVERTISEMENT The Monteverde Group , LLC and Jacobson Associates , Inc. Announce Strategic Merger Strengthening Financial Advisory and Risk Management Services for Families and Businesses Two of the region's well - regarded firms , The Monteverde Group , LLC and Jacobson Associates , Inc. , are proud to announce their merger , combining expertise in the financial services and employee benefits fields . This merger reflects decades of collaboration between the firm's founders , Blair Jacobson and James Monteverde , who have shared a professional bond for over five decades . Managing Partner and Chief Investment Officer of The Monteverde Group , Craig Shensa , and Jacobson Associates ' President , Larry Jacobson , bring a deeply rooted partnership to the table , having been friends since their high school years at Shady Side Academy . These enduring relationships are the bedrock of the merger , founded on mutual re- spect , trust , shared values , and an unwavering commitment to priori- tizing client needs . Together with their other Equity Partners , Daniel Martin , Wendy Astorino and Ryan Duchak and an experienced , well - educated team of professional advisors , the firm will continue its commitment to pro- viding clients ' planning goals and objectives with planning strategies . " Our firms prioritize Trust , Integri- ty , and the financial well - being of our clients , said President James Monteverde . " By combining our resources and leveraging our col- laborative strengths and capabilities we seek to create a stronger , more dynamic organization well posi- tioned for growth and longevity . " " This merger is more than a busi- ness decision . It is the culmination of a shared vision that has been The years in the making . " added Blair Jacobson . " Together , we are excited to build on the Trust we've established to further empower our clients with the tools and knowl- edge they need to create a road- map to confidently navigate their financial futures . " Craig Shensa added , " Our firms share a common philosophy - placing clients first . " " By merging . our teams , we're creating a more robust firm dedicated to addressing the full spectrum of financial plan- ning challenges and opportunities faced by families , business owners and organizations . " Larry Jacobson echoed this senti- ment . " Joining forces allows us to leverage our combined expertise to provide clients with an enhanced level of service and a broader range of strategies to safeguard their MONTEVERDE G R ° U P Helping Clients Grow , Manage and Preserve Wealth LLC . JACOBSON ASSOCIATES , INC . financial future and be better po- sitioned to take advantage of their opportunities . " The newly combined firm will op- erate as The Monteverde Group , LLC whose mission remains true to each of the founding firms ' mis- sions : To provide comprehensive client - centric strategies that help achieve financial freedom , growth and client confidence . For more information , please contact us at : (412)391-0419 or visit us online at : www.monteverdegroup.com Securities and advisory services offered through LPL Financial , a Registered Investment Advisor , member FINRA / SIPC adno = 375799