Christine Marie Everett - Frantonius

1. Everett & Associates, Inc.; investment related: Yes; Location of the business: 407 Marengo Avenue; Description of the business: Insurance Brokerage Agency offering Life, Disability, Long Term Care insurance and Fixed Annuities; Position Title: President/Independent Insurance agent; Responsibilities Duties: Management, Sales; Start date with business: 1998-12-03; Hours devoted to business during trading hours: 100; Hours devoted to business outside trading hours: 20; Percentage of total yearly compensation expected to be derived from the business: 50. 2. Everett Wealth Solutions.; Investment related: Yes; Location of the business: 407 Marengo Avenue Forrest Park IL 60130; Description of the business: Everett & Associates, Inc. (solely owned by Christine Everett-Frantonius) is an affiliate of Everett Wealth Solutions, Inc., an Illinois Registered Investment Adviser. ; Position Title: President/Chairman; Responsibilities Duties: Ms. Everett-Frantonius supervises all activities of this firm.; Start date with business: 2008-12-29; Hours devoted to business during trading hours: 40; Hours devoted to business outside trading hours: 40; Percentage of total yearly compensation expected to be derived from the business: 60. 3. Abraham & Co., Inc. is a Washington State Registered Investment Adviser and Broker Dealer. This Firm is also registered in the states of IL and ID. The registration status of the Firm and its representatives may, and does, change from time to time. Interested parties are directed to consult FINRA's Broker Check for current registration status. The Firm may not conduct business in states in which it is not registered.; Position Title: Investment Adviser Representative; Responsibilities Duties: Abraham & Co., Inc., or advisors appointed by Abraham, will provide Client, upon acceptance of Client's Private Asset Management Account [PAMA], discretionary investment services including investment, reinvestment, rebalancing, portfolio management and reviews of the assets contained in the Client's PAMA. Such investments will be included in the asset value of Client's PAMA for the purpose of calculating the fee compensation to Abraham for advisory services and are hereinafter referred to as PAMA "Fee Investments." These investments include selected open-end mutual funds offered, with no sales commission or load, wherever possible, publicly traded closed-end mutual funds, limited partnerships, Exchange Traded Funds, common and preferred stocks, American Depository Receipts, options, real estate investment trusts, corporate bonds, U.S. Government and Government agency bonds, mortgage backed and municipal bonds, private placements and any other investment that may from time to time, be designated as a Fee Investment. In connection with any investment in new or secondary securities offerings, Client will, where required, pay a commission which is defined by the terms of the offering as stated in a prospectus for the security. Abraham will not receive these commissions. Abraham will also provide various administrative services which include determining the fair market value of assets held in Client's PAMA at least quarterly and producing a portfolio performance report for Client detailing account assets and summarizing receipts and disbursements of funds, interest and dividends received and account gain or loss for the total account. Except in the case of non-traded, privately held securities for which there is no third-party assessment of value, Abraham will provide these services through its designated custodian[s] who hold the PAMA account.; Start date with business: 1983-05-23; Hours devoted to business during trading hours: 100; Hours devoted to business outside trading hours: 24; Percentage of total yearly compensation expected to be derived from the business: 50.