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Leveraging Both Sides of the Balance Sheet to Help Build Wealth l 12 Important Disclosures Through its ACx technology, Advisor Credit Exchange, LLC (¨ACE¨) provides access to lending solutions for advisors´ clients via the Envestnet Platform through Envestnet Asset Management´s affiliate, Envestnet Financial Technologies. Envestnet, Inc. has a financial interest and occupies board of director positions in ACE. Neither ACE nor Envestnet offers any loan products or makes any lending decisions. The funding and administration of all loans is undertaken by separate and unaffiliated financial institutions. This presentation should not be construed as a recommendation or endorsement of any particular product, service, bank or firm. The services, platform and materials described herein are provided on an ¨as is¨ and ¨as available¨ basis, with all faults. Each of ACE and Envestnet disclaims, to the fullest extent permitted by law, all warranties, express or implied, including, without limitation, warranties of merchantability or fitness for a particular purpose, title, non-infringement and compatibility. Neither ACE nor Envestnet makes any representations or warranties that access to and use of the internet while utilizing the services as described herein will be uninterrupted or error-free, or free of viruses, unauthorized code or other harmful components. This document may refer to offerings that may be in development and not yet available. Accordingly, nothing in this presentation should be construed as a representation, warranty or covenant by ACE to provide access to specific products or services. ACE and Envestnet reserve the right to add to, change, or eliminate any of their respective offerings without prior notice. Nothing contained in this presentation is intended to constitute legal, tax, accounting, securities, lending or investment advice, an opinion regarding the appropriateness of any loan or financial product, or a solicitation of any type. Any illustrations herein do not represent client information or actual loans or investments. Any lender(s) or advisor(s) discussed herein are separate from, and unaffiliated with, Envestnet and ACE, therefore, neither Envestnet nor ACE is responsible for their services, products or policies. © 2023 Envestnet, Inc.