Investor Presentaiton

In 2023, we are focused on advancing our growth strategy Meet advisors where they are going Deliver a holistic, differentiated experience • Expansion of RIA • offering with Adhesion Wealth $ Enable advisors to serve more investors Help advisors grow and scale their businesses Pursue strategic transactions Continued re- platforming effort Billing system modernization Enhancements in client onboarding Fixed income offering expansion • Tax management services Donor advised fund optimization SMA expansion Advisor benefits program enhancements Expansion of straight through processing Investment Consulting ° Continually analyzing M&A opportunities that benefit our advisors and platform Note: The above initiatives are a combination of capital and operating expense projects. For general public use. ASSETMARK. 10

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