OUTLOOK 2023 STAAC Marc Zabicki, CFA Garrett Fish, CFA Senior Vice President, Senior Vice President, Chief Investment Head of Model Officer Portfolio Management Our investment committee is your investment committee Jeff Buchbinder, CFA Vice President, Quincy Krosby, PhD Chief Equity Strategist Chief Global Strategist The Strategic and Tactical Asset Allocation Committee (STAAC) is the investment committee broadly charged with overseeing the investment decisions for LPL’s discretionary asset allocation Scott Froidl, CFA platform. The 11-member committee Assistant Vice Jeffrey Roach, PhD is comprised of the senior members President, Vice President, within LPL’s Research department Investment Analyst Chief Economist and is responsible for the firm’s stock and bond views that ultimately form the firm’s asset allocation decisions. The STAAC determines the firm’s Barry Gilbert, investment outlook and asset PhD, CFA George Smith, allocation that helps define LPL Vice President, CFA, CAIA, CIMA Research’s investment models Asset Allocation Assistant Vice President, and overall strategic and tactical Strategist Portfolio Strategist investment guidance. That guidance is delivered via recommended allocation weightings and a suite of strategy reports, articles, chart analysis, videos, and podcasts. Lawrence Gillum, CFA Adam Turnquist, CMT The committee is chaired by the Vice President, Vice President, director of research and includes Fixed Income Chief Technical investment specialists from multiple Strategist Strategist investment disciplines and areas of focus. The STAAC meets weekly to foster the close monitoring of all global economic and capital Jason Hoody, CFA market conditions, and to ensure Senior Vice President, the latest information is being Manager Research / digested and incorporated into Head of Sustainable our investment thought. Investing 18