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Message NORTH POINTA D V I S O R G R O U PWelcome

MN | MAHTOMEDI748 Wildwood Road651.447.2235WI | ALTOONA903 S Hillcrest Pkwy715.598.7011Website: northpointadvisorgroup.comOffice Hours: Monday-Friday, 8:00 AM - 4:00 PMWELCOMEP A G E 2Welcome to North Point Advisor Group. Weare so glad you turned to us to guide youthrough a comprehensive approach to yourfinancial life. This guide serves as areference point during your onboarding and thereafter but know we are always here to help with any questions you may have along the way. We're so glad you're here.

Onboarding MeetingOnboarding MeetingWe'll go through onboarding with yourAdvisor and members of the team, soyou know what to expect along the way. P A G E 3Set up Account ViewSet up Account ViewFollow the instructions in this packet to create and log intoyour account. Add as many details as you’d like into WealthVision to get the full picture of your financial situation. Ongoing RelationshipOngoing RelationshipYou’ve completed your onboarding.Welcome to North Point!If you’re transferring existingaccounts, you can watch for thefunds to appear within youraccount view profile.Account TransfersAccount TransfersYOUR ONBOARDINGJOURNEYAccount OpeningAccount OpeningKeep an eye on your emails! A client serviceassociate will be in touch to open your new accounts.This may require esignatures which will be sent toyour email and can be completed digitally. Discovery MeetingDiscovery MeetingWhere we gather the details of who youare and where you want to go financially. Intro to Team & ResourcesIntro to Team & ResourcesGet to know the valuable resourcesat your fingertips - including theteam you’ll work with.YOU AREHERE

YOUR TEAMP A G E 4Abbey GlassParaplanner715-598-4373aglass@northpointadvisorgroup.comJoel SpitzerParaplanner715-598-7014jspitzer@northpointadvisorgroup.comDavid HopkinsYour Advisor715-708-2122dhopkins@northpointadvisorgroup.comCFP®, AIF®, RICP®, CEPA®Jeremiah RaineTax Manager715-598-7013jraine@northpointadvisorgroup.comTaylor EwerStaff Accountant715-598-7015tewer@northpointadvisorgroup.comDavid GuildFinancial Advisor715-708-2123dguild@northpointadvisorgroup.comDavid Guild is solely an investment advisor representative of GreatValley Advisor Group, and not affiliated with LPL Financial.

YOUR TEAMP A G E 4Abbey GlassParaplanner715-598-4373aglass@northpointadvisorgroup.comJoel SpitzerParaplanner715-598-7014jspitzer@northpointadvisorgroup.comJeremiah RaineTax Manager715-598-7013jraine@northpointadvisorgroup.comTaylor EwerStaff Accountant715-598-7015tewer@northpointadvisorgroup.comDavid GuildFinancial Advisor715-708-2123dguild@northpointadvisorgroup.comDavid Guild is solely an investment advisor representative of GreatValley Advisor Group, and not affiliated with LPL Financial. Matt OlsonYour Advisor715-708-2125molson@northpointadvisorgroup.comCFP®, CFC®, RICP®

YOUR TEAMP A G E 4Abbey GlassParaplanner715-598-4373aglass@northpointadvisorgroup.comJoel SpitzerParaplanner715-598-7014jspitzer@northpointadvisorgroup.comJeremiah RaineTax Manager715-598-7013jraine@northpointadvisorgroup.comTaylor EwerStaff Accountant715-598-7015tewer@northpointadvisorgroup.comDavid GuildFinancial Advisor715-708-2123dguild@northpointadvisorgroup.comDavid Guild is solely an investment advisor representative of GreatValley Advisor Group, and not affiliated with LPL Financial. Sheri SorensenYour Advisor715-708-2128ssorensen@northpointadvisorgroup.comRICP®

YOUR TECHNOLOGYRESOURCESP A G E 5What is WealthVision:WealthVision gives you additional tools to organize your financial life andhelp you stay connected with your finances in one simple consolidated view.Accessing WealthVision:WealthVision is set up for you and can be access through your Account ViewProfile. Once you’re logged in, click the “WealthVision” tab near the top ofyour screen. What is AccountView:Account View is a safe and secure way to view balances, review transactions,and see your financial progress. You’ll gain online access to your accounts,statements, secure documents, and WealthVision. It is also a great way to getaccess to financial proposals and advice from your financial professional.Accessing Account View:Begin by activating your profile through the link in your activation email first.Once you’ve set up your account, you can login by typing the link below intoyour web browser, or by navigating to our website,northpointadvisorgroup.com then clicking “Client Portal” in the upper corner. https://myaccountviewonline.com/login/

345126Ov er vie w: Elect to go paperless. You can always change your delivery settings back topaper through the settings (gear icon) in the top right corner. 1.Your total portfolio value and any changes that occurred during the day. 2.Monitor individual account balances, deposits, and withdrawals andinvestment returns. 3.Identify accounts easily by account nickname or number. 4.Select a time frame over which to display account data. 5.Track how your investments performed at a specific time, or period of time.6.ACCOUNT VIEWP A G E 6DID YOU KNOW? Once you create your account, you can always access account view login through our website. Go to northpointadvisorgroup.com and click “Client Portal” in the top corner!SCAN HEREfor a video demoof Account View

OTHER TABSVault:Click on this tab to view secure files uploaded by your Advisor. To upload a file,click either the My Private Documents or Shared Documents folders, then clickUpload Files. The Shared Documents folder is visible to your advisor, while theMy Private Documents folder contents are hidden from your Advisor. Organizer : Here you can consolidate all your important financial information into oneplace! Click the sections on the left-hand side to add your accounts, financialdata, people and property. The information within the Organizer will be used topopulate other areas of the website, including the Home page.Goals: Track your Goals overtime and view the impact they have on your overallfinancial situation. Clicking into a Goal provides insight into projected costs,funding, and suggested actions to improve your results. Spending: A clear view of what you're spending each month. This area includes anOverview, Budgets tab, and Transactions tab. Note that if there is noinformation on this screen, it is because a bank account or credit card needs tobe added to the Accounts section within in your Organizer. Investments: View of your investments and individual account activity and asset breakdowns.WEALTH VISIONP A G E 7HOME TABYour Home page is a high-levelsnapshot of your financialwellbeing. This page is dividedinto separate tiles thatrepresent the informationcontained within a section ofthe website. Begin customizingyour experience by clicking thegear icon in your Net Worthand Investments tiles. Example ClientSCAN HEREfor a video demoof Wealth Vision

P A G E 8THANK YOUYou have many choices when it comes tochoosing a financial advisor, but we hopeyou feel confident in your decision topartner with us. If you ever have anyquestions or want to discuss yourfinancial planning journey, please don’thesitate to reach out to one of yourdedicated team members. We’repassionate about providing anindividualized approach to planning andhave committed our careers to makingoften complex financial topics easy tounderstand.We look forward to our journey together.Sincerely, Your North Point TeamProfessionals associated with North Point Advisor Group, LLC may either be (1) registeredrepresentatives with, and securities offered through LPL Financial, member FINRA/SIPC and offerinvestment advice through Great Valley Advisor Group, a registered investment advisor; or (2) solelyinvestment advisor representatives of Great Valley Advisor Group, and not affiliated with LPL Financial or(3) solely tax professionals of North Point Accounting & Tax (DBA North Point Advisor Group) and notaffiliated with LPL Financial. Tax related services offered through North Point Accounting & Tax (DBANorth Point Advisor Group). North Point Accounting & Tax is a separate legal entity and not affiliated withLPL Financial. LPL Financial does not offer tax advice or tax related services.