CAPTURING RESULTS THROUGH INNOVATION AND DISCIPLINE Our Services DAI is a wealth management firm that advocates for clients at every opportunity and strives to deliver focused advice and valuable guidance. They serve individuals and families of significant wealth providing personalized, integrated investment strategies and management, trusts and estate planning, wealth planning and family office support. Their unique approach and unwavering commitment to utilize all available resource helps clients achieve peace of mind related to their future and financial well-being. For more information visit www.disciplineadvisors.com. Disclosure Securities offered through Lewis Financial Group, L.C. (LFG), member FINRA/SIPC. Advisory services offered through Discipline Advisors, Inc., an SEC Registered Investment Adviser. Insurance products offered through J.G. Michaletz Agency, Inc. Discipline Advisors, Inc., J.G. Michaletz Agency, Inc. and LFG are separate but affiliated entities, all of whom are unaffiliated with third-party sites, cannot verify the accuracy of, nor assume responsibility for any content of linked third-party sites. Information available on third-party sites is for informational purposes only.