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CONTRIBUTORS

CONTRIBUTORS

The Cassidy Perry Group

Michelle Perry, CFP ®

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First Vice President

Wealth Management Advisor

805.963.6309 michelle.a.perry@ml.com fa.ml.com/cassidyperry

Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”) makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation (“BofA Corp.”). MLPF&S is a registered broker-dealer, registered investment adviser, Member SIPC and a wholly owned subsidiary of BofA Corp.

Investment products: Are Not FDIC InsuredAre Not Bank GuaranteedMay Lose Value

The Bull Symbol and Merrill are registered trademarks of Bank of America Corporation. CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the U.S. © 2023 Bank of America Corporation. All rights reserved.

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