This page summarizes certain Know Your Client (KYC) data you have provided to us during the fact finding process. Accounts and/or assets marked with a * have not been offered, sold and/or serviced by Lincoln Financial Advisors, or its subsidiaries or affiliates (collectively, "LFA"). Valuations of certain assets such as real estate or personal property are based on estimates provided by you, and Lincoln Financial Advisors makes no representations as to their value. This is not an official record of your assets or any account and/or contract, and it is provided for your convenience and information only. If there is a discrepancy between any of the information herein and the official records of your assets, accounts and/or contracts, the official records will take precedence. Lincoln Financial Advisors makes no representation that the data presented herein, or in any other statement, is accurate. Please verify this data and advise us of any inaccuracies. Lincoln Financial Advisors will not monitor or provide service regarding non-managed assets. All Rights Reserved (c) 2024 - Asset-Map(r) Holdings, Inc. Chad Alevras is a registered representative of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors, a broker-dealer (member SIPC) and registered investment advisor. Gregory & Associates is not an affiliate of Lincoln Financial Advisors Corp.