Nestor Vicknair's Team: A Leading Broker at Merrill Lynch Tiburon Research January 19, 2019

Nestor Vicknair's Team Comments 2 Founded in XXXX Based in XXXX Source: Tiburon Research & Analysis 2

Nestor Vicknair's Team History Nestor Vicknair's Team was Founded in XXXX and Has Subsequently Evolved through its Early, Middle, & Recent Phases Nestor Vicknair's Team History Nestor Vicknair's Team Founded Nestor Vicknair's Team Today Early Phase Middle Phase Recent Phase Approximate Dates: XXXX XXXX - XXXX XXXX - XXXX XXXX - 2019 2019 Key Steps: XXXX: Nestor Vicknair's Team founded XXXX: -- XXXX: -- XXXX: -- Source: Tiburon Research & Analysis 3

Nestor Vicknair's Team was Founded in XXXX Comments Founded in XXXX Based in XXXX Source: Tiburon Research & Analysis 4

Nestor Vicknair's Team is Not a Frequent Advertiser Advertising Comments -- Source: Tiburon Research & Analysis 5

Nestor Vicknair's Team Web Site Nestor Vicknair's Team Has a Web Site with XXXX Core Sections, Including __ Nestor Vicknair's Team Web Site Nestor Vicknair's Team Web Site -- -- -- -- - -- Source: Tiburon Research & Analysis 6

Nestor Vicknair's Team Has a Charitable Giving Program Comments -- Source: Tiburon Research & Analysis 7

Nestor Vicknair's Team is Not a Frequent Acquirer Acquisitions Comments -- Source: Tiburon Research & Analysis 8

Nestor Vicknair's Team Has Employees Source: Tiburon Research & Analysis 9

Nestor Vicknair's Team Serves Clients Needs data Nestor Vicknair's Team Clients Source: Tiburon Research & Analysis 10

Nestor Vicknair's Team Has Gathered Accounts Needs data Nestor Vicknair's Team Accounts Source: Tiburon Research & Analysis 11

Nestor Vicknair's Team Has an $___ Average Account Size Needs data Nestor Vicknair's Team Average Account Size Source: Tiburon Research & Analysis 12

Nestor Vicknair's Team Has Gathered Assets Under Administration Needs data Nestor Vicknair's Team Assets Under Administration ($ Millions) Source: Tiburon Research & Analysis 13

Nestor Vicknair's Team Generates Revenues Needs data Nestor Vicknair's Team Revenues ($ Millions) Source: Tiburon Research & Analysis 14

Nestor Vicknair's Team Earns $___ Million Needs data Nestor Vicknair's Team Net Profits ($ Millions) Source: Tiburon Research & Analysis 15

Nestor Vicknair's Team Provides a Number of Services, Including… -- -- -- -- -- Source: Tiburon Research & Analysis 16

Nestor Vicknair's Team’s First Service is ___ Comments -- Source: Tiburon Research & Analysis 17

Nestor Vicknair's Team’s Second Service is ___ Comments -- Source: Tiburon Research & Analysis 18

Nestor Vicknair's Team is Led by … Organizational Chart -- -- -- -- -- -- Source: Tiburon Research & Analysis 19

Nestor Vicknair's Team Has a Board of Directors Led by its Chairman… -- -- -- -- -- -- -- -- -- -- Source: Tiburon Research & Analysis

Nestor Vicknair's Team is Privately Owned Comments -- Source: Tiburon Research & Analysis 21

Nestor Vicknair's Team Has Assets Needs data Nestor Vicknair's Team Assets ($ Millions) Source: Tiburon Research & Analysis 22 22 22

Nestor Vicknair's Team Has Liabilities Needs data Nestor Vicknair's Team Liabilities ($ Millions) Source: Tiburon Research & Analysis 23 23 23

Nestor Vicknair's Team Has Shareholders’ Equity Needs data Nestor Vicknair's Team Shareholders Equity ($ Millions) Source: Tiburon Research & Analysis 24 24 24

Nestor Vicknair's Team Earns … Per Share Needs data Nestor Vicknair's Team Earnings Per Share Source: Tiburon Research & Analysis 25 25 25

Nestor Vicknair's Team Declares … Dividends Per Share Needs data Nestor Vicknair's Team Dividends Per Share Source: Tiburon Research & Analysis 26 26 26

Nestor Vicknair's Team Has a … Dividend Yield Needs data Nestor Vicknair's Team Dividend Yield Source: Tiburon Research & Analysis 27 27 27

Nestor Vicknair's Team’s Stock Price is … Needs data Nestor Vicknair's Team Stock Price Source: Tiburon Research & Analysis 28 28 28

Nestor Vicknair's Team Has … Shares Outstanding Needs data Nestor Vicknair's Team Shares Outstanding Source: Tiburon Research & Analysis 29 29 29

Nestor Vicknair's Team’s Market Capitalization is … Needs data Nestor Vicknair's Team Market Capitalization ($ Millions) Source: Tiburon Research & Analysis 30 30 30

Nestor Vicknair's Team is Owned by …. Needs data Nestor Vicknair's Team Ownership By Owner Source: Tiburon Research & Analysis 31 31 31

Nestor Vicknair's Team’s Stock Volume is…. Needs data Nestor Vicknair's Team Stock Volume Source: Tiburon Research & Analysis 32 32 32

Tiburon Strategic Advisors Comments Focus on corporate-level strategy Serve senior executives only at financial services companies Key services: market seminars, market research, & strategy consulting Served over 450 corporate clients and completed over 2,200 projects since 1998 Host semi-annual CEO Summits, offer free weekly research releases, and offer free business benchmarking tools for all types of advisors Chip Roame background McKinsey & Company Charles Schwab & Company Tiburon since 1998 Source: Tiburon Research & Analysis 33 33