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Global Portfolio Strategy | July 2025

Contact

Office: (859) 640-1558

334 Beechwood Road

Suite 304

Fort Mitchell, KY 41017

allisson.kees@prudential.com

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.

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The Million Dollar Round Table is a global membership of independent financial professionals, and qualifiers are based on production.

The 2026/2027 Prudential Annuities Masters Council Platinum award recognizes financial professionals industry-wide based on their total annual sales of over $4mil in Prudential annuity products. The recipient is Allison Kees. The recognition is not an endorsement nor is it based on or indicative of (i) securities or investment advisory related services separately offered by the financial professional. (ii) any one client’s experience with the professional or (iii) past investment performance or a guarantee of future results.

The Signature Services President’s Council is an internal recognition of financial professionals in the top 60-150 of approximately all 3000 Prudential Advisors based on prior fiscal year combined commissions and fees. The current year recipient is Allison Kees.

Trust & Will is not affiliated with or endorsed by LPL Enterprise. This information is not intended to be a substitute for specific individualized tax or legal advice. Freedom Financial Group, Prudential and LPL Enterprise do not offer legal or tax advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.

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Pursuant to a strategic relationship among Prudential, LPLE, and LPL Financial, Prudential Advisors financial professionals provide securities brokerage services and/or investment advice on securities solely as registered persons of LPLE, an affiliate of LPL Financial. These financial professionals are permitted to brand under “Prudential Advisors.” LPLE and LPL Financial are not affiliated with Freedom Financial Group, LLC or Prudential.

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