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Schwab is a registered broker-dealer, and is not affiliated with nVest Advisors, LLC or any advisor(s) whose name(s) appears on this Website. nVest Advisors, LLC is independently owned and operated. Schwab neither endorses nor recommends nVest Advisors, LLC, unless you have been referred to us through the Schwab Advisor Network®.

Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor. Schwab has agreements with nVest Advisors, LLC under which Schwab provides nVest Advisors, LLC with services related to your account. Schwab does not review the nVest Advisors, LLC Website(s), and makes no representation regarding the content of the Website(s). The information contained in the nVest Advisors, LLC Website should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.