^{This award was issued on 11/01/2025 by Five Star Professional (FSP) for the time period 03/13/2025 through 09/05/2025. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 7682 New Jersey-area wealth managers were considered for the award; 400 (5 % of candidates) were named 2026 Five Star Wealth Managers. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria - required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria - considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.}

Please Note: No portion of publications, or ratings and recognitions by third-party rating services should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Castle Financial & Retirement Planning Associates, Inc. (“Castle Financial”) or Mr. Al Procaccino are engaged, or continue to be engaged, to provide investment advisory services. The Five Star Wealth Manager award program has been recognizing and promoting outstanding wealth managers since 2000. Five Star Professional conducts market research to identify excellent service professionals in over 45 markets across the U.S. To receive the Five Star Wealth Manager award, a wealth manager must satisfy 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services to their clients. Mr. Al Procaccino received the award on the following dates for the following research time periods: (1) 2017 award was issued on 11/1/2016 for the time period from 2/25/2016 – 10/7/2016, and (2) 2012 award was issued on 11/1/2011 for the time period from 4/15/2011 – 10/16/2011. Factors considered include, but are not limited to, assets under management and client retention rates. Candidates also undergo a thorough regulatory and complaint review. A fee was not paid by either Mr. Al Procaccino or Castle Financial to be considered or placed on the final list for the ranking. A fee was paid for the use of marketing materials. Castle Financial remains available to address any questions regarding the recognitions.