Peter Rohr's Team: A Leading Broker at Merrill Lynch Tiburon Research December 29, 2018

Peter Rohr's Team Comments 2 Founded in XXXX Based in XXXX Source: Tiburon Research & Analysis 2

Peter Rohr's Team History Peter Rohr's Team was Founded in XXXX and Has Subsequently Evolved through its Early, Middle, & Recent Phases Peter Rohr's Team History Peter Rohr's Team Founded Peter Rohr's Team Today Early Phase Middle Phase Recent Phase Approximate Dates: XXXX XXXX - XXXX XXXX - XXXX XXXX - 2019 2019 Key Steps: XXXX: Peter Rohr's Team founded XXXX: -- XXXX: -- XXXX: -- Source: Tiburon Research & Analysis 3

Peter Rohr's Team was Founded in XXXX Comments Founded in XXXX Based in XXXX Source: Tiburon Research & Analysis 4

Peter Rohr's Team is Not a Frequent Advertiser Advertising Comments -- Source: Tiburon Research & Analysis 5

Peter Rohr's Team Has a Web Site with XXXX Core Sections, Including __ -- -- -- -- - -- Source: Tiburon Research & Analysis 6

Peter Rohr's Team Has a Charitable Giving Program Comments -- Source: Tiburon Research & Analysis 7

Peter Rohr's Team is Not a Frequent Acquirer Acquisitions Comments -- Source: Tiburon Research & Analysis 8

Peter Rohr's Team Has Employees Source: Tiburon Research & Analysis 9

Peter Rohr's Team Serves Clients Needs data Peter Rohr's Team Clients Source: Tiburon Research & Analysis 10

Peter Rohr's Team Has Gathered Accounts Needs data Peter Rohr's Team Accounts Source: Tiburon Research & Analysis 11

Peter Rohr's Team Has an $___ Average Account Size Needs data Peter Rohr's Team Average Account Size Source: Tiburon Research & Analysis 12

Peter Rohr's Team Has Gathered Assets Under Administration Needs data Peter Rohr's Team Assets Under Administration ($ Millions) Source: Tiburon Research & Analysis 13

Peter Rohr's Team Generates Revenues Needs data Peter Rohr's Team Revenues ($ Millions) Source: Tiburon Research & Analysis 14

Peter Rohr's Team Earns $___ Million Needs data Peter Rohr's Team Net Profits ($ Millions) Source: Tiburon Research & Analysis 15

Peter Rohr's Team Provides a Number of Services, Including… -- -- -- -- -- Source: Tiburon Research & Analysis 16

Peter Rohr's Team’s First Service is ___ Comments -- Source: Tiburon Research & Analysis 17

Peter Rohr's Team’s Second Service is ___ Comments -- Source: Tiburon Research & Analysis 18

Peter Rohr's Team is Led by … Organizational Chart -- -- -- -- -- -- Source: Tiburon Research & Analysis 19

Peter Rohr's Team Has a Board of Directors Led by its Chairman… -- -- -- -- -- -- -- -- -- -- Source: Tiburon Research & Analysis

Peter Rohr's Team is Privately Owned Comments -- Source: Tiburon Research & Analysis 21

Peter Rohr's Team Has Assets Needs data Peter Rohr's Team Assets ($ Millions) Source: Tiburon Research & Analysis 22 22 22

Peter Rohr's Team Has Liabilities Needs data Peter Rohr's Team Liabilities ($ Millions) Source: Tiburon Research & Analysis 23 23 23

Peter Rohr's Team Has Shareholders’ Equity Needs data Peter Rohr's Team Shareholders Equity ($ Millions) Source: Tiburon Research & Analysis 24 24 24

Peter Rohr's Team Earns … Per Share Needs data Peter Rohr's Team Earnings Per Share Source: Tiburon Research & Analysis 25 25 25

Peter Rohr's Team Declares … Dividends Per Share Needs data Peter Rohr's Team Dividends Per Share Source: Tiburon Research & Analysis 26 26 26

Peter Rohr's Team Has a … Dividend Yield Needs data Peter Rohr's Team Dividend Yield Source: Tiburon Research & Analysis 27 27 27

Peter Rohr's Team’s Stock Price is … Needs data Peter Rohr's Team Stock Price Source: Tiburon Research & Analysis 28 28 28

Peter Rohr's Team Has … Shares Outstanding Needs data Peter Rohr's Team Shares Outstanding Source: Tiburon Research & Analysis 29 29 29

Peter Rohr's Team’s Market Capitalization is … Needs data Peter Rohr's Team Market Capitalization ($ Millions) Source: Tiburon Research & Analysis 30 30 30

Peter Rohr's Team is Owned by …. Needs data Peter Rohr's Team Ownership By Owner Source: Tiburon Research & Analysis 31 31 31

Peter Rohr's Team’s Stock Volume is…. Needs data Peter Rohr's Team Stock Volume Source: Tiburon Research & Analysis 32 32 32

Tiburon Strategic Advisors Comments Focus on corporate-level strategy Serve senior executives only at financial services companies Key services: market seminars, market research, & strategy consulting Served over 450 corporate clients and completed over 2,200 projects since 1998 Host semi-annual CEO Summits, offer free weekly research releases, and offer free business benchmarking tools for all types of advisors Chip Roame background McKinsey & Company Charles Schwab & Company Tiburon since 1998 Source: Tiburon Research & Analysis 33 33