Ric Edelman

• For 32 years, hosted the #1 financial radio show with 1M weekly listeners; ranked by TALKERS as one of The 100 Most Important Radio Talk Show Hosts (4x). Produced/Hosted three television series and six PBS specials. Thousands of TV interviews on every major network. One billion spoken words across 4k+ broadcasts and 200k hours on-air • #1 New York Times bestselling, awarding-winning author of 13 books on personal finance; 1M copies in eight languages. Written 7.5M words across 360 newsletters and hundreds of articles • '''The Truth About Money received:''' • the Excellence in Financial Literacy Education (EIFLE) Book of the Year Award from the Institute for Financial Literacy (March 2011) • the Gold Medal Axiom Award (March 2012) • an Apex Award (June 2011) • Book of the Year Award by Small Press magazine (1997) • '''The Lies About Money received:''' • the Axiom Personal Finance Book of the Year (March 2008) • the Excellence in Financial Literacy Education (EIFLE) Book of the Year Award from the Institute for Financial Literacy EIFLE Award (October 2009) • '''Ordinary People, Extraordinary Wealth was a #1 New York Times bestseller (1999)''' • '''The Truth About Retirement Plans and IRAs, was a #1 national bestseller''' • '''The Truth About Crypto debuted at #1 on Amazon''' • 300+ seminars to 50,000+ people • Taught personal finance for nine years at Georgetown University. Lectured at Stanford University, GWU, Pepperdine, Roger Williams University, Brigham Young University and Smithsonian Institution • Distinguished Lecturer at Rowan University; received Honorary Doctorate 1999 '''''' ==Innovator==

• With wife Jean, founded Edelman Financial Engines, $300B AUM with 1.4M clients • Pioneered strategies now mainstream among advisors, including mortgages, municipal bonds, annuities, estate planning • Invented first exponential technologies ETF (#2 most successful ETF launch ever) • Earned two patents for financial product innovation; 5,000+ babies will be millionaires! Invention spurred the Baby Bonds movement • Founder, The Truth About Your Future, focused on longevity, aging and exponential technologies • Founder, Durin Life Sciences, a neurodegenerative diagnostics company ==Influencer==

• In the 1980s, he pioneered the then-controversial position that consumers should carry a big, 30-year mortgage instead of paying it off. • In the 1990s, Ric invented the Retirement Income – for Everyone Trust®, a retirement savings tool for children that was awarded two patents. More than 4,000 children are now beneficiaries of RIC-E Trusts.® • In the 2000s, Ric was one of industry's early adaptors to the fee-based, passive investment model using exchange-traded funds, resulting in the launch of the Edelman Managed Asset Program in 2005. Through EMAP, clients receive a globally diversified portfolio, with management based on Modern Portfolio Theory, behavioral finance and neuroeconomics. Today, EMAP is one of the largest turnkey asset management programs in the industry. • In the 2010s, Ric introduced the industry to exponential technologies, which are fast transforming virtually every aspect of our planet. A 2012 graduate of the Executive Program at Singularity University (where he was subsequently invited to be a guest lecturer and investor), Ric helped bring the Exponential Finance Conference to Manhattan, introducing Wall Street to these world-changing technologies. After determining that there is no investment product targeting exponential technologies available to retail investors, Ric asked BlackRock to create an ETF, which it did in partnership with Morningstar (who created the underlying index). The iShares Exponential Technologies ETF(ticker: XT) launched in March 2015 and became the #2 most successful ETF launch of the year, according to Morningstar; the fund was nominated for Best New ETF of the Year and Most Innovative ETF. • 2012: Founded the nonprofit Funding Our Future Coalition. 75+ academic, non-profit and think-tank members work with Congress to help Americans achieve financial security. • 2015: Founded Digital Assets Council of Financial Professionals to advance advisors’ crypto knowledge. Created Certificate in Blockchain and Digital Assets, attained by thousands of advisors in 37 countries. • 2025: Founded the nonprofit Personal Finance Institute, which chronicles the history of the asset and wealth management industries and offers financial literacy and education programs for the public. ==Philanthropy==

• Edelman Center for Nursing at Inova Hospital Foundation • Jean Edelman Indoor Arena at Northern Virginia Therapeutic Riding Program • Jean and Ric Edelman Fossil Park at Rowan University • Ric and Jean Edelman Planetarium at Rowan University • Ric Edelman College of Communication, Humanities & Social Sciences at Rowan University • Major Benefactors of the Foundation for Financial Planning; the U.S. Park Police Horse Stables and Education Center on the National Mall; the Wolf Trap National Park for the Performing Arts; the Free All Minds Academy; and other nonprofit organizations ==Accolades==

• Ranked the nation's #1 RIA for Quality by Consumer Reports • Ranked the nation's #1 RIA by Barron's (8x) • Named one of the “10 most influential figures” in the investment advisory field and among the “15 most transformative people in the industry” by InvestmentNews. • Voted by readers of Wealth Management as one of the “four most influential people in the financial services field.” • Ranked the #1 Independent Financial Advisor in the nation three times ''by Barron's'' • Forbes ranked him among the Top 10 Wealth Managers in the country in 2016. • Awarded two patents for financial product innovation • Ranked the nation's No.1 Independent Financial Advisor by Barron's (3x) • Inducted into Research magazine's Hall of Fame • Inducted into ''Barron's'' Hall of Fame • Recipient of the IARFC's Lifetime Achievement Award • Recipient of InvestmentNews’ Lifetime Achievement Award • 7 professional designations: CFS, CMFC, RFC, CRC,® QFP, BCMF, CBDA ==Corporate Boards==

• Edelman Financial Engines – Board of Directors • Colossal Biosciences, Inc – Executive Advisory Board • TaxStatus – Advisory Board • Contio - Advisory Board ==Non-Profit Boards==

• Alzheimer's Drug Discovery Foundation – Board of Governors • Davis Alzheimer's Collaborative – Champions Cabinet • Museum of American Finance – Board of Governors • Personal Finance Institute – chair, Board of Directors ==Books==

• The Truth About Money with Ric Edelman (1997) • The New Rules of Money (1998) • Ordinary People, Extraordinary Wealth (2001) • What You Need to Do Now (2001) • Discover the Wealth Within You (2003) • The Lies About Money (2007) • Rescue Your Money (2009) • The New Rules of Money (2010) • The Truth About Retirement Plans and IRAs (2014) • The Truth About Your Future (2017) • The Squirrel Manifesto (2018), co-written with his wife Jean Edelman • The Truth About Crypto (2022) ==References==