The BlackRidge Group Named to Forbes Magazine's Best-In-State Wealth Management Teams

Rochester, MN - Morgan Stanley (NYSE: MS) today announced that The BlackRidge Group based in Rochester, Minnesota has been named to Forbes Magazine’s 2025 list of America’s Best-In-State Wealth Management Teams.Forbes Best-In-State Wealth Management Teams ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms.“I am pleased that The BlackRidge Group is representing Morgan Stanley,” commented Peter Keller, Executive Director of Morgan Stanley’s Minnesota complex. “To be named to this list recognizes The BlackRidge Group’s professionalism and dedication to the needs of their valued clients.”Morgan Stanley Wealth Management, a global leader, provides access to a wide range of products and services to individuals, businesses and institutions, including brokerage and investment advisory services, financial and wealth planning, cash management and lending products and services, annuities and insurance, retirement and trust services.Media Relations: Executive Director, Peter Keller, 612-340-6737 CRC# 4107981 01/252025 Forbes Best-In-State Wealth Management TeamsSource: Forbes.com (Jan 2025) 2025 Forbes Best-In-State Wealth Management Teams ranking awarded in 2025. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) for the period from 3/31/23–3/31/24. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC, for placement on its rankings. This ranking is based on in-person and telephone due diligence meetings to evaluate each Financial Advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion. Rankings are based on the opinions of SHOOK Research LLC and may not be representative of any one client’s experience; investors must carefully choose the right Financial Advisor or team for their own situation and perform their own due diligence. This ranking is not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. For more information, see www.SHOOKresearch.com.© 2025 Morgan Stanley Smith Barney LLC. Member SIPC.

Rochester, MN - Morgan Stanley (NYSE: MS) today announced that The BlackRidge Group based in Rochester, Minnesota has been named to Forbes Magazine’s 2025 list of America’s Best-In-State Wealth Management Teams. Forbes Best-In-State Wealth Management Teams ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. “I am pleased that The BlackRidge Group is representing Morgan Stanley,” commented Peter Keller, Executive Director of Morgan Stanley’s Minnesota complex.

“To be named to this list recognizes The BlackRidge Group’s professionalism and dedication to the needs of their valued clients.” Morgan Stanley Wealth Management, a global leader, provides access to a wide range of products and services to individuals, businesses and institutions, including brokerage and investment advisory services, financial and wealth planning, cash management and lending products and services, annuities and insurance, retirement and trust services. Media Relations: Executive Director, Peter Keller, 612-340-6737 CRC# 4107981 01/25 2025 Forbes Best-In-State Wealth Management Teams Source: Forbes.

com (Jan 2025) 2025 Forbes Best-In-State Wealth Management Teams ranking awarded in 2025. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) for the period from 3/31/23–3/31/24. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC, for placement on its rankings.

This ranking is based on in-person and telephone due diligence meetings to evaluate each Financial Advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion. Rankings are based on the opinions of SHOOK Research LLC and may not be representative of any one client’s experience; investors must carefully choose the right Financial Advisor or team for their own situation and perform their own due diligence.

This ranking is not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. For more information, see www.

SHOOKresearch.com. © 2025 Morgan Stanley Smith Barney LLC.

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