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2026 Tax Reference Sheet

May 17, 2026

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_{Cetera Wealth Partners is a distinct community within Cetera Wealth Services, LLC. Securities offered through Cetera Wealth Services, LLC, (doing insurance business in A as CFGAN Insurance Agency LLC: CA Insurance License #0644976), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.}

_{Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.}

_{McFee Financial Group, Inc. is a registered investment adviser firm offering financial planning service. Minnesota Insurance License #20031925 McFee Financial Group is not a subsidiary of nor controlled by Cetera Wealth Services, LLC. Wade A. McFee Personal Insurance Licensed in Minnesota #47761, CA Insurance License #0F70768, Iowa and Florida.}

_{This site is published for residents of the United States only. Registered representatives of Cetera Wealth Services, LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information, please contact the representative (s) listed on the site or visit the Cetera Wealth Services, LLC site at}_{https://cetera.com/cetera-wealth-services/disclosures}

_{Important Disclosures |}_{Business Continuity}_|

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