Females in Finance CDavis

Good Life Companies Women come to Good Life seeking a path to independence. Our proven system gives them that. We offer an easy transition and onboarding process to help you establish your practice, followed by a full range of ongoing support services. From practice management and lead generation to advisor training, compliance, and more, we are here to serve as your dedicated partner. TOP 10 REASONS TO GO INDEPENDENT & JOIN GOOD LIFE • Transition Support • Real Estate & Technology • Marketing & Social Media Management • Business Coaching • Investment Research & Management • Insurance Services • Payroll Support • Group Benefits Package • Virtual Practice Management • Financial Planning Contact us to learn more about how we can help you establish and grow your practice. www.goodlifeco.com | (610) 898-6927

The Ladies of Good Life Good Life Companies is looking to shatter the glass ceiling of gender inequality by empowering women to start their own financial advisory firms. With 75% of our staff female (with 50% of our ownership female and 60% of our executives female), we’re aware of the obstacles women face in the industry and are prepared to help in a number of ways. PARTNERS 50% of ownership is female. Courtnie Nein | PRESIDENT Internal processes, operations and workflows. (610) 628-2047 | [email protected] EXECUTIVE TEAM Over 60% of the Executive Team are female. Denise Brochu | CHIEF COMPLIANCE OFFICER & PRINCIPAL DELEGATE Compliance and OSJ, office audit preparation and regulatory information. (610) 628-2080 | [email protected] Aelish Brooks | CONTROLLER & HUMAN RESOURCES Payroll, letters of instruction, reimbursements, compensation and HR. (610) 628-2084 | [email protected] Caitlin Degler | SENIOR VICE PRESIDENT OF BUSINESS DEVELOPMENT Business development, recruiting, Advisor liason and service offering management. (610) 628-4284 | [email protected]

Ashley Schaeffer | SENIOR PROJECT MANAGER Strategic planning, micro investment product management, client service offering. (484) 460-3550 | [email protected] Kayla Gettle | MARKETING MANAGER Brand development, website and social media management. (610) 674-0337 | [email protected] Denise Schnader | VIRTUAL PRACTICE MANAGER Questions regarding daily practice operations for VPM affialiated advisors. (610) 628-3992 | [email protected] Nikki Gromis | DIRECTOR OF TRANSITIONS Transition related questions and new advisor training. (610) 766-7512 | [email protected] www.goodlifeco.com | (610) 898-6927

HERE’S WHAT SOME OF OUR ADVISORS HAVE TO SAY Over 23% of our current Advisors are female. “As a financial advisor, I entered this field to help people. Honesty and integrity are virtues that have guided my career. I needed to align my beliefs, with those of the firm, I was going to represent. Making the transition to Good Life was the best decision I made for my clients and myself. I have been able to deliver the highest level of service to every client; under their supportive, client centric and strong community model.” Jennifer Ritz Financial Advisor | Good Life Financial Advisors, Mount Pleasant, SC “As a financial planner, I have a passion for helping people plan and invest to meet their financial goals and dreams. It provides a financial peace that can’t be duplicated any other way. I enjoy the relationships it creates. My decision to transition to Good Life made it possi- ble for me to reach more people and bring them into the positive, engaging, communi- ty-centered firm that I am proud to represent.” Julie M. Kemp Financial Advisor | Good Life Financial Advisors, Reading, PA “Being a managing partner of a financial services business requires the ability to build and maintain relationships, collaborate with business associates and continuous self-development and learning. Above all, approaching the business from the aspect of “what can I do to help that person?” will come back to pay and reward, ten-fold. Hat’s off to Good Life’s transition team, who assisted us with switching to LPL. They were both swift and efficient. ” Joan E. Lyons, CFP® Managing Partner | Generations Asset Management, Lewisburg, PA

“I feel that in order to be a good financial advisor you have to be able to sit down with someone and openly talk about their hopes, dreams and unspoken fears. By working closely with my clients I am able to help find the solutions to their financial goals. If I see an issue with their financial plan, I will gently point it out and offer my opinion. I feel that communication is the key to all relationships and to being a successful advisor. Teaming with Good Life and LPL has given Michele Davis me with the opportunity and necessary tools to provide the highest level of service to my clients.” Wealth Advisor | Good Life Financial Advisors, Tampa Bay, FL “As a team at Firenze Wealth, we strive to empower our clients and those in our community to achieve both financial and personal growth and well being. Our partnership with Good Life has enabled us to launch this vision of attaining financial freedom for our clients and doing good in the world around us at a pace much faster than we could have achieved on our own. As a women-owned business with primarily female advisors and team-members, we have been fully supported in our aspirations by both Good Life and LPL Financial. We are thrilled by the prospects of our collective future and the amount of lives we will be able to positively impact in our community!” FIrenze Wealth Management | Tigard, OR Behind every successful woman is a tribe of other successful women, who have her back. www.goodlifeco.com | (610) 898-6927

Interested in learning more? Contact a member of our Business Development team today to discuss how Good Life can tailor an offering to meet your needs. Caitlin Degler Senior Vice President Business Development (484) 955-9828 (Cell) (610) 628-4284 [email protected] Christian Davis Vice President Business Development (609) 214-9247 [email protected] www.goodlifeco.com | (610) 898-6927