Robert Brook Menees

1) 10/29/2009: NO BUSINESS NAME - NON-VARIABLE INSURANCE - Investment Related - At Reported Business Location(s) - 1% OF TIME SPENT - RECEIVE RENEWALS FOR PAST BUSINESS (1992-1998) INS TYPES: LIFE, DISABILITY 2) 02/05/2010: NO BUSIENSS NAME - NON-VARIABLE INSURANCE - Investment Related - At Reported Business Location(s) - 2% OF TIME SPENT - INS TYPES: LIFE, HEALTH, DISABILITY, LONG-TERM CARE, FIXED ANNUITIES 3) 09/17/2012: THE WOODY FINANCIAL GROUP, INC. - NON-VARIABLE INSURANCE - Investment Related - At Reported Business Location(s) - 2% OF TIME SPENT - paid commissions on referrals. INS TYPE: HEALTH 4) 12/08/2014: CRUMP LIFE INSURANCE SERVICES - NON-VARIABLE INSURANCE - Investment Related - 9401 Indian Creek Pkwy, Ste. 520, Overland Park, KS 66210 - START 04/01/2014 - 5 HR/MO NONE DURING SECS TRDG HRS - AGENT. Paid by the carrier. INS TYPES: LIFE, HEALTH, DISABILITY, LONG-TERM CARE, FIXED ANNUITIES 5) 7/14/2023 - WCG Wealth Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date 7/14/2023 - 160 Hours Per Month/160 Hours During Securities Trading - I provide investment advisory services through WCG Wealth Advisors, LLC, an independent investment advisor firm. I started this business activity in 7/2023. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 6) 7/26/2023 - WCG Insurance, LLC - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Financial Strategist - Start Date 7/14/23 - 10 Hours Per Month/ 5 Hours During Trading 7) 08/01/2023 - Instrumental Advisors, Inc. - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 7/14/23 - 160 Hours Per Month/ 5 Hours During Trading 8) 7/14/2023- WCG Wealth Advisors, LLC - DBA: Instrumental Advisors, Inc. - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date: 07/14/2023 - 160 Hours Per Month/80 Hours During Securities Trading - I provide investment advisory services through WCG WEALTH ADVISORS, LLC, an independent investment advisor firm. I started this business activity in DATE-07/2023. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.