Avantax Wealth Management® is a leading U.S. independent broker-dealer that provides tax-focused wealth management solutions for Financial Professionals, tax professionals, CPA/accounting firms and their clients. Avantax Wealth Management works with a nationwide network of Financial Professionals who operate as independent contractors, and provides them with an integrated platform of technical, practice, compliance, operations, sales, and product support tools that enable them to offer tax-advantaged planning, investing, and wealth management services to their clients. The wealth management segment of Blucora, Inc. (NASDAQ: BCOR), which includes the Avantax Wealth Management® and Avantax Planning Partners℠ brands, had a collective $73 billion in total client assets as of September 30, 2022. Avantax is ranked as one of the Top 10 independent broker-dealer firms across all 50 states (Avantax ranks 10th in the IBD category in Cerulli's Top 25 B/D Networks by Assets Under Management, 2020 – as of Dec. 31, 2021). Want to find out more about Avantax and our multiple affiliation models for Financial Professionals, tax pros and accounting firms? Find out more here: www.avantax.com/join-us Neither Avantax Wealth Management® nor its subsidiaries provide or supervise tax or accounting services. Avantax Wealth Management® is the holding company for the group of companies providing financial services under the Avantax name. Securities offered through Avantax Investment Services℠, Member FINRA (www.finra.org), SIPC (www.sipc.org). Investment advisory services offered through Avantax Advisory Services℠. Insurance services offered through licensed agents of Avantax Insurance Agency℠ and Avantax Insurance Services℠. 3200 Olympus Blvd., Suite 100, Dallas, TX, 75019, 972-870-6000. Please visit https://www.avantax.com/about/legal-compliance-policies/social-media-policy for more information.