Tellone Financial Services, Inc.

Dean Tellone, whose birth name is Dino, started Tellone Financial Services in 1975. He had a passion for helping people make their money grow and saving them tax dollars. He knew when he was in college that this was his calling. After graduating with a business degree in 1971, Dean was hired as a Financial Analyst for Teledyne Corporate offices in Century City, California. In 1973, he joined the a

udit staff where he audited Teledyne companies throughout the United States. Later, wanting to stay close to home he became Controller for 3 divisions of Teledyne and worked his way up to Director of Finance and Administration, managing six departments. With his passion to help his friends’ and colleagues’ increase their wealth, he started his first private investment fund in 1980. In 1983, after 12 years with Teledyne, he decided to pursue his dream and work full-time along with two employees that shared his vision. He moved into offices at a local commercial building, a half mile away from his home in Anaheim Hills. In 1986, he incorporated Tellone Financial Services, Inc., and in 1987, founded and incorporated Tellone Management Group, Inc., a registered investment advisor. In 1992, with the continued growth and expansion of his companies, he purchased the complex of buildings where he has been located for over 30 years. Over the years, Dean would look for the best talent to best serve his clients’ financial and tax needs. Some of his key financial employees have been with the company for 25 years. The team at Tellone Financial Services has grown to include loyal financial experts that are highly qualified, credentialed, and motivated. Dean has found that this team approach has been an effective method to help clients who have a wide variety of financial needs. The Tellone team takes a proactive approach to helping you develop a strategy to address your financial goals and objectives, using what they believe to be the most efficient methods available. Recognizing that everyone encounters challenges along the way, Tellone Financial strives to anticipate and address those situations before they occur. The company mission is to keep clients on track toward a meaningful and successful financial future. From the top-down, Tellone Financial is committed to putting clients first. This is aided by the fact that they are independent, fee-only, and 100% employee-owned, meaning that solutions are based only on client needs. Tellone Financial is not swayed by commissioned products, outside shareholders, or corporate mandates. Tellone Financial strives to provide the highest level of personal service within a warm and friendly environment. You are invited to discover and experience the positive impact that our services can have on your life. GENERAL DISCLOSURE

Tellone Financial Services, Inc. (“TFS”) and Tellone Management Group, Inc. (“TMG”) are separate but related entities. Investment advisory services are provided by TMG. Tax, accounting, and financial planning services are provided by TFS. TMG is a registered investment adviser with the U.S. Securities and Exchange Commission. Any reference to or use of the terms “registered investment adviser” or “registered,” does not imply that TMG or any person associated with TMG has achieved a certain level of skill or training. TMG may only transact business or render personalized investment advice in those states and international jurisdictions where we are registered, notice filed, or where we qualify for an exemption or exclusion from registration requirements. The purpose of this web site is to provide general information on our products and services only and should not be construed as a solicitation to effect, or attempt to effect, either transactions in securities or the rendering of personalized investment advice over the Internet. Any communications with prospective clients residing in states or international jurisdictions where TMG and its advisory affiliates are not registered or licensed shall be limited so as not to trigger registration or licensing requirements. Information on this site is provided for educational or informational purposes only. The content is developed from sources believed to be providing accurate information; however, TFS and TMG have not independently verified, or attested to, the accuracy or authenticity of the 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 TFS, TMG, or their employees. 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. The website includes certain awards or recognitions received by TMG and our advisory representatives. These recognitions are not indicative of TMG or our advisory representative’s future performance and may not be representative of any one client’s experience. Neither TMG nor our advisory representatives paid to be considered for the award. TMG is not affiliated with any of the publications which presented the awards. Additional information regarding the awards is available upon request.