Michael Anthony Guy

Business Name: Michael A. Guy, CPA, PA Investment Related: No Address: 23104 Three Notch Rd California MD 20619 Nature of Business: Tax/Accounting/CPA Position, Title or Relationship: Owner Start Date: 8/1/1985 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: 81% - 90% (113 - 126 hours) Duties: All related meetings and tax preparation. Legal representative with IRS for tax matters. Business Name: Michael A. Guy Investment Related: Yes Address: 23104 Threee Notch Road California MD 20619 Nature of Business: Real Estate Position, Title or Relationship: Property owner. Start Date: 5/26/2015 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Property management. Business Name: Guy Financial Services Investment Related: Yes Address: 23104 Three Notch Road California MD 20619 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Investment Advisory services through Kestra Advisory Services, LLC; Tax/Accounting/CPA Position, Title or Relationship: Sole owner of CPA practice and only investment advisor. Start Date: 3/2/2011 Hours per month: 71% - 80% (113 - 128 hours) Hours per month during trading hours: 71% - 80% (99 - 112 hours) Duties: Tax preparation and advisory services. Business Name: Michael A. Guy Investment Related: No Address: 23104 Three Notch Road California MD 20619 Nature of Business: Real Estate Position, Title or Relationship: Owner of property. Start Date: 1/1/1995 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: All repairs and maintenance and rental. Business Name: Rotary Club of Lexington Park Investment Related: No Address: Chancellors Run Road California MD 20619 Nature of Business: Board Position (Board of Directors, Board of Trustees, etc.) Position: Membership Committee Board Member Start Date: 6/1/2016 Hours per month: 11% - 20% (17 - 32 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Promote membership retention and recruitment. Business Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 Southwest Parkway Building 2, Suite 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Investment Advisor Representative Start Date: 4/4/2016 Hours per month: Up to 100% (0 to 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Investment advisory services Business Name: EVERETT WEALTH MANAGEMENT POSITION: Owner NOB: Tax/Accounting/CPA INV REL: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 20 START DATE: 07/03/2024 ADDRESS: 23104 Three Notch Road, California MD 20619 DESCRIPTION: After the fact accounting and tax preparation.