“High Bluff Private Wealth/LPL has been exceptional to work with. The amount of time and personal coaching they have provided has effected my life in so many positive ways. When I first spoke with Claire, she shared with me how much she enjoys her job. She has a passion to help women build their knowledge in financial planning and see them succeed. I am grateful I chose High Bluff Private Wealth. I feel confident now with my financial goals and better prepared for my future. I can 't thank them enough.”

Amy S.Disclosure: This statement is a testimonial by a client of the financial professional as of 12/10/2025. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

“I've worked with Mike and Claire for several years now and I only have positive things to say. They're always there to answer any questions or concerns, provide valuable advice and insight regarding the best financial strategies for my family and I, and they're just overall solid people. I'd highly recommend their services to anyone needing great financial advisors.”

Jon F.Disclosure: This statement is a testimonial by a client of the financial professional as of 12/10/2025. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

“My experience with Michael and Claire has been excellent. Our search for a financial planner has landed me in a place where an entire team is available to support my family needs. I looks forward to many years of a successful relationship.”

Sofia B.Disclosure: This statement is a testimonial by a client of the financial professional as of 12/10/2025. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

“I've been with Dave and his team for over two decades. Presently, Michael and Claire continue providing responsive, proactive and sage advice, instilling trust that my investments are in great hands!”

Jon V.Disclosure: This statement is a testimonial by a client of the financial professional as of 12/10/2025. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

“Claire and Michael have been wonderful advisors. I just went through complicated divorce and was so scared about my financial future. I am nearing retirement and so they helped me map out a clear plan for my financial future. Claire is so patient, smart and kind. I advise anyone to work with this team!!!”

Lisa C.Disclosure: This statement is a testimonial by a client of the financial professional as of 12/22/2025. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

“Claire and her team are EXCELLENT! Claire is passionate about helping women excel financially, and it really shows in how she approaches all of our conversations together. She has taken the time to fully understand the various unique needs of my personal finances to thoughtfully come up with a plan for both my short term and long term goals. We have worked together for about a year now, but I am very much looking forward to working together long term.”

Cara M.This statement is a testimonial by a client of the financial professional as of 01/13/2026. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

“I have been impressed with the team at High Bluff - first with Michael Shanahan, and the later with Claire Shinholser. After losing my husband - who always dealt with our finances - I felt rudderless and somewhat nervous. Michael and Claire provided help and assurance, and now I always feel free to pick up the phone and call their office. I also hear from Claire quite regularly - whether it be in answer to a question or for her to provide me with an account review and update.”

Wendy W.This statement is a testimonial by a client of the financial professional as of 01/14/2026. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.