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Get Your Affairs in Order Checklist

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Get Your Affairs in Order Checklist

April 30, 2026

in Guides & Checklist, Ongoing Planning & Portfolio Management

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Key Financial, Inc. Registration and Background Information Form ADV 2A Form CRS (ADV Part 3)

Osaic Wealth, Inc. Firm Brochure Osaic Wealth, Inc. ADV Part 2A Osaic Wealth, Inc. CRS (ADV Part 3)

Key Financial, Inc., is a federally registered investment advisor with the United States Securities and Exchange Commission. Securities offered through Osaic Wealth, Inc., member FINRA / SIPC. Osaic Wealth, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth, Inc. Insurance services offered through Patricia Brennan are independent of Osaic Wealth, Inc. Advisory services offered through Key Financial, Inc., a registered investment advisor not affiliated with Osaic Wealth, Inc. Patricia Brennan and Osaic Wealth, Inc. do not offer tax advice or tax services. Please consult your tax specialist for individual advice. We make no specific comments or recommendations on any tax-related details.

*As each would define what Peace of Mind means on a personal level. Awards & Rankings: Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any designation, certification, or license should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if KFI is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Payments made to Forbes/Shook and Barron’s are in consideration for permission to utilize certain benefits which may include, but are not limited to, use of logos and listing in Advisor directories. They are not required by Forbes or Barron’s as a condition to receive the rankings. We have a reasonable basis to believe that any questionnaire or survey use in preparation of third-party rankings is structured to make it equally easy for participants to provide favorable and unfavorable responses and is not designed or prepared to produce any predetermined results. Rankings are generally limited to participating advisers. Unless expressly indicated to the contrary, Key Financial did not pay a fee to be included on any such ranking. No ranking or recognition should be construed as a current or past endorsement of Key Financial by any of its clients.

The Forbes ranking of America’s Top Wealth Advisors April 2026, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. There is no fee in exchange for rankings.

The Forbes ranking of America’s Top Women Wealth Advisors February 2026, developed by SHOOK Research, is based on an algorithm of qualitative data, such as telephone and in-person interviews, a review of best practices, service and investing models, and compliance records, as well as quantitative data, like revenue trends and assets under management. All advisors have a minimum of seven years’ experience. 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.

Forbes-Ranked Advisors (ex. Forbes Top 250 Wealth Advisors April 2026, Forbes Top Women Wealth Advisors February 2026, Forbes Best-in-State Wealth Advisors April 2026, Forbes Best-in-State Top Women Wealth Advisors February 2026, Forbes Best-in-State, Eastern PA – High Net Worth Advisors April 2026) Methodology Summary: developed by SHOOK Research, is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. There is no fee in exchange for rankings. Rankings are based on the opinions of SHOOK Research, LLC and are not indicative of future performance or representative of any one client’s experience. For more information on methodology, please visit:

https://www.forbes.com/sites/rjshook/2026/02/04/methodology-americas-top-women-wealth-advisors-2026/

https://www.forbes.com/sites/rjshook/2026/04/07/methodology-forbes-americas-top-wealth-advisors-2026/

Barron’s publishes four individual advisor rankings each year (Top 100 Advisors May 2025, Top 100 Women Advisors July 2026, Top 100 Independent Advisors October 2025, Top 1,500 Advisors March 2026) along with three team- or firm-based rankings, Barron’s Top 100 Women Financial Advisors (2015-2026). Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.

Barron’s Top 100 Women Financial Advisors (2015-2026) Methodology Summary: Barron’s bases its ratings on qualitative criteria: professionals with a minimum of 7 years financial services experience, acceptable compliance records, client retention reports, customer satisfaction, and more. Financial Advisors are quantitatively rated based on varying types of revenues and assets advised by the financial professional, with weightings associated for each. Because individual client portfolio performance varies and is typically unaudited, this rating focuses on customer satisfaction and quality of advice. The rating may not be representative of any one client’s experience because it reflects a sample of all of the experiences of the Financial Advisor’s clients. The rating is not indicative of the Financial Advisor’s future performance.

Barron’s Top 1,500 Financial Advisors (2026) Methodology Summary: Barron’s state-by-state ranking of the top financial advisors in the United States. Factors included in the rankings are assets under management, revenues generated by advisors for their firms, quality of practices, and philanthropic work. Barron’s examines regulatory records, internal company documents, and extensive questionnaires filled out by the advisors themselves. Investment performance isn’t explicitly a criterion, because the advisors pursue a wide range of investment goals for their clients. A total of 1,500 advisors were ranked based on data provided by over 4,000 advisors across the nation. In the final list, advisors are ranked by state. The number of advisors included for each state was based on population. Key Financial did not pay to participate in this ranking.

Barron’s List of America’s Top Advisors Methodology Summary: Over 4,000 advisors who wish to be ranked fill out a 102-question survey about their practice, data is then applied to a ranking formula. The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms, and the quality of the advisors’ practices. The scoring system assigns a top score of 100 and rates the rest by comparing them with the top-ranked advisor.

Barron’s Top 100 Independent Financial Advisors (2020-2025) Methodology Summary: Advisors considered for the “Top 100 Independent Financial Advisors” list ranking have a minimum of seven years financial services experience and have been employed at their current firm for at least one year. Quantitative and qualitative measures used to determine the Advisor rankings include client assets, return on assets, client satisfaction/retention, compliance records, and community involvement, among others. Barron’s does not receive compensation from Advisors, participating firms and their affiliates, or the media in exchange for rankings. Rankings and recognition from Barron’s are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results, and such rankings should not be construed as an endorsement of the advisor. Key Financial, Inc. did not pay to participate in this ranking.

For more info on Barron’s Top Advisor methodology, please visit: https://www.barrons.com/articles/barrons-methodology-for-ranking-financial-advisors-51615843316

Barron’s Hall of Fame Award (2019): The Barron’s Hall of Fame acknowledges advisors who have appeared in Barron’s annual Top 100 Advisor rankings for 10+ years. The Hall of Fame honors advisors who exemplify long-term success and commitment to their clients. Rankings and recognition from Barron’s are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results and such rankings should not be construed as an endorsement of the advisor.

The Ernst and Young Entrepreneur Of The Year® (2023): Award has recognized the endeavors of exceptional men and women who create the products and services that keep our worldwide economy moving forward. Nominees should be the founder or the current executive responsible for the day-to-day operations of the for-profit business. This is typically the company’s CEO or president, in their role for a minimum of two years, and the business should be operational for at least two years. Co-nominees are eligible if they share leadership responsibilities at the company. Past regional award winners are eligible to apply again for the national competition if desired. Anyone who is associated with a successful entrepreneur can nominate a candidate. This includes spouses, employees, bankers, attorneys, public relations managers, or entrepreneurs themselves. At the regional level, all nominees are judged based on their individual merits, stories, and achievements. They are not scored in categories or only against companies in their industry. The judges carefully consider all of the nominees across the same scorecard and select the most impressive and compelling ones to be named finalists and winners each year.

For more info on The Ernst and Young Entrepreneur Of The Year® Award methodology, please visit: https://www.ey.com/en_us/entrepreneur-of-the-year/faq#:~:text=Nominees%20should%20be%20the%20founder,for%20at%20least%20two%20years

ThinkAdvisor Luminary Award – Thought Leadership & Education: Patti Brennan of Key Financial, inc. was awarded The ThinkAdvisor Luminaries Thought Leader of the Year award issued by ThinkAdvisor on 3/6/2026 for the period Feb 2024 – Aug 2025 was awarded to an individual in the RIAs Less Than $10 Billion AUM/AUA category. The financial professional was nominated for the recognition. Criteria used to determine the winner(s) includes individuals who have gone above and beyond in leading a firm that has introduced a new approach or framework to their segment of financial services that address their clients in a novel way via insights that can, ideally, be shown to have both qualitative and quantitative impacts. The individuals also should be a model of industry excellence and achievement in their area of focus. Examples include, but are not limited to, podcasts, webcasts, social media campaigns and white papers. One individual was selected for this honor. No fee was paid for the nomination, receipt, or promotion of the award. Third-party ratings are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. For more information regarding this award, please visit https://event.thinkadvisor.com/luminaries-awards/. Criteria: https://event.thinkadvisor.com/luminaries-awards/criteria .

The views expressed are not necessarily the views of Osaic Wealth, Inc. There are risks inherent in all investments including the potential loss of principal. Seek council of a tax professional and investment advisor prior to making any changes. Third party awards, rankings, and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided on these web sites. We are not responsible for the information or content provided on these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.

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