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ABOUT LPL

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About LPL Financial

The Bend Financial Group consultants are affiliated with LPL Financial and utilize them to execute transactions and provide clients with transaction security, accurate statements and insured holdings. LPL Financial provides unbiased research, leading-edge technology, training and non-proprietary products to independent financial advisors and financial institutions, positioning the as the premier providers of investment advice and services

During the past decade, LPL Financial has become one of the largest organizations of independent financial advisors. Formed in 1989 through the merger of two successful brokerage firms, Linsco (established in 1968) and Private Ledger (established in 1973), LPL Financial has expanded its number of affiliated financial advisers from a few hundred to over 11,000. With headquarters in San Diego, Boston, and Charlotte, LPL Financial has over 2,300 staff assisting financial advisers with back-office support.

LPL Financial has been the leading independent financial services firm in the U.S. for 12 consecutive years*. LPL Financial advisers help their clients meet their investment goals through a complete array of financial services including equities, bonds, mutual funds, annutities, insurance, fee-based programs, financial planning and trust services. Unlike many other brokerage firms, LPL Financial does not develop its own investment products, enabling the firm's professionals to offer truly objective financial advice.

LPL Financial Key Facts
• No. 1 independent broker/dealer in the nation*
• Over $2.2 billion in revenue**
• Over 11,300 affiliated financial advisers nationwide
• Over 6,200 branch offices
• Service to over 750 financial institutions
• Over 2,300 staff with headquarters in San Diego, Boston and Charlotte
• Over $283 billion in assets as the broker/dealer of record***
• Over $75 billion in fee-based platform assets**

* Reported by Financial Planning Magazine, June 1996-2008
** As of April 30, 2008
*** As of December 31, 2007

The Financial Consultants are registered with and securities offered through LPL Financial — Member FINRA/SIPC.

400 SW Bluff Drive, Suite 101 • Bend, Oregon 97702 • (541) 306-4570 • Toll Free (866) 875-3856
customercare@bendfinancial.com