7 The CCM Team congratulates CALLIE GEIST, Integrated Wealth Advisor and ADAM HOFFMANN, Director of Investments & Research who recently earned key industry certifications. Callie has earned the CERTIFIED FINANCIAL PLANNERTM designation. In addition to completing a board certified education program, passing the exam, and agreeing to uphold rigorous ethical standards, candidates must also complete several years of financial planning experience. Callie adds the CFP® certification to her Juris Doctor and MBA degree credentials. cfp.net Adam has earned the professional designation of ACCREDITED INVESTMENT FIDUCIARY® (AIF) granted through the Center for Fiduciary Studies.The AIF designation represents a thorough knowledge of and ability to implement prudent processes into daily fiduciary practices. In addition to completing a training program, AIF designees must pass a final exam, conform to a code of ethics, and fulfill annual continuing education requirements. fi360.com COMPANY NEWS & COMMUNICATIONS In early May, members of the CCM Advisory Team and firm Directors gathered with our ZERO ALPHA GROUP (ZAG) peers for the annual ZAG Forum, held in Chicago.This year’s theme,“DiscoveringYour Strengths,” was presented by experts from Gallup, the renowned research-based global consulting company. ZAG is a national network of independent wealth management firms serving clients in a fiduciary capacity. CCM has been a member of ZAG for nearly fifteen years. carlsoncap.com/zero-alpha-group On May 11, CCM COLLEAGUES volunteered with the Northfield Community Action Center (CAC)’s weekly meal service- THURSDAY’S TABLE, an opportunity our team always looks forward to.Thursday’s Table invites everyone, particularly people experiencing life transitions, to a free, hot, healthy meal. CCM Advisor, MATTHEW RICH, serves on the CAC Board of Directors. communityactioncenter.org CCM Director of Human Capital, SCOTT FERARO, has recently joined the board of directors of Artistry (at the Bloomington Center for the Arts).Artistry is a regional arts non- profit serving more than 80,000 people annually through theater, visual arts, arts education, and creative place-making programs. artistrymn.org CYBERSECURITY UPDATE TIM JACKSON, DIRECTOR OF OPERATIONS & TECHNOLOGY In late June, CCM received an alert from Schwab that they were responding to a large-scale phishing attempt in which some clients were receiving emails that appeared to be sent by Schwab, requesting personal information by email. Unfortunately, fraudulent attempts to get personal information through phishing schemes are becoming more and more common.We’ve posted information on our website about how we work to protect your data at CCM, as well as tips on proactive steps you can take to make your personal information more secure: carlsoncap. com/cybersecurity. This is a topic of critical importance to us at CCM. Be sure to contact us if you have any questions.