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1792 Alysheba Way, Suite 150, Lexington, KY 40509

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Office: 859.216.2169

Fax: 859.687.9463

1792 Alysheba Way

Suite 150

Lexington, KY 40509

raymondb@q2wealth.com

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2026 FMG Suite.

Advisory and Insurance Services Disclosure

Advisory services are offered through Q2 Wealth Management, an investment adviser registered with the U.S. Securities and Exchange Commission (SEC). Insurance products and services are offered through its affiliate, Q2 Wealth Insurance. Q2 Wealth Management and Q2 Wealth Insurance are separate but affiliated companies.

Registration with the SEC does not imply a certain level of skill or training. Q2 Wealth Management and its representatives are in compliance with the current filing requirements imposed upon SEC-registered investment advisers by those states in which Q2 Wealth Management maintains clients. Q2 Wealth Management and Q2 Wealth Insurance are not affiliated with or endorsed by any government agency.

Website and Solicitation Notice

This website is for informational purposes only and does not constitute a complete description of our investment advisory or insurance services. The content of this website is not a solicitation or offer to sell investment advisory services in any jurisdiction where Q2 Wealth Management or its representatives are not properly registered or exempt from registration.

Information throughout this site, whether stock quotes, charts, articles, or any other statement or statements regarding market or other financial information, is obtained from sources which we and our suppliers believe to be reliable, but we do not warrant or guarantee the timeliness or accuracy of this information.

Any subsequent, direct communication by Q2 Wealth Management with a prospective client will be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.

Important Disclosures and Information

Firm Brochure: For detailed information about Q2 Wealth Management's advisory services, fees, and business operations, please review our Firm Brochure (Form ADV Part 2A). A copy is available at the SEC's investment adviser public information website: https://adviserinfo.sec.gov/firm/summary/314932, downloaded here https://www.q2wealth.com/ourfirm, or may be requested directly from us.

Risk Disclosure: Investing involves risk, including the possible loss of principal. Past performance is no guarantee of future results. The information on this website is not intended to be, and should not be construed as, personalized investment, legal, or tax advice. Please consult with a qualified professional before implementing any of the strategies described herein.

Third-Party Content: This website may contain information, links, and content provided by unaffiliated third parties. Q2 Wealth Management has a reasonable basis for believing that the information provided by these third parties is reliable. However, we do not have control over the accuracy, completeness, or timeliness of such information and do not independently verify it. Therefore, Q2 Wealth Management cannot ensure its accuracy. This content is provided for informational purposes only and should not be the sole basis for any financial decisions.

CERTIFIED FINANCIAL PLANNER® (CFP®) Designation

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

FMG Disclosures