Allen Ray Taylor

1) INSURANCE - ALLEN TAYLOR POSITION: Insurance agent NATURE: Insurance Agent INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 05/19/1996 ADDRESS: 2100 RIVERCHASE CTR STE 408, 2100 Riverchase Center, Suite 408, Suite 408, Birmingham AL 35244 DESCRIPTION: Life licensing for sales of insurance products. 2) TEACHING AU; NO; 2100 RIVERCHASE CENTER SUITE 408, BIRMINGHAM AL 35244; NON-COMPENSATION TEACHER; 08/1999; 2; 0; TEACHES A FINANCE CLASS AT AUBURN UNIVERSITY THROUGH COMMUNITY OUTREACH, NON-COMPENSATION USING AMERICAN COLLEGE TEXT. 3) HOA OFFICER; POSITION: PRESIDENT; NATURE: HOME OWNERS ASSOCIATION FOR THE NEIGHBORHOOD IN WHICH I RESIDE, SERVE AS PRESIDENT OF THE OWNERS BOARD; INVESTMENT RELATED: NO; NUMBER OF HOURS: 3; INVESTMENT RELATED HOURS: 0; START DATE: 04/02/2014; ADDRESS: 1386 LAKE TRACE LN, HOOVER AL 35244; DESCRIPTION: DIRECT OTHER MEMBERS OF THE BOARD AND COMMUNICATE WITH THE MANAGEMENT ASSOCIATION ON NEIGHBORHOOD SPECIFIC TOPICS. 4)WEALTH STRATEGIES LLC POSITION: Managing Partner - Wealth Strategies established for planning and advisory business and operate soley under the firm name Wealth Strategies generates no income, conducts no trading, but is the location in which I and other advisors operate our place of business. NATURE: DBA INVESTMENT RELATED: No NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 50 START DATE: 02/02/2002 ADDRESS: 2100 RIVERCHASE CTR STE 408, 2100 Riverchase Center, Suite 408, suite 408, Birmingham AL 35244 DESCRIPTION: DBA for practice, non-revenue generating. 5) HELICOPTER ONE LLC POSITION: Owner NATURE: LLC owned with me as sole member for the purpose of owning aircraft. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2020 ADDRESS: 1386 Lake trace Ln, Hoover AL 35244-3963 DESCRIPTION: No job duties, LLC for ownership of aircraft used for personal and business travel 6) WEAGLE AVIATION, LLC POSITION: Owner NATURE: Part owner of LLC associated with aircraft ownership. Helicopter One, LLC (owned solely by me) is 50% member of Weagle Aviation, LLC INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/21/2022 ADDRESS: 1050 Fairfield Ln, Birmingham AL 35242 INFO: LLC for ownership of an aircraft. no specific duties. 7) HUNTER STREET BAPTIST CHURCH POSITION: Volunteer NATURE: Serve on Finance Committee for Church operations. No income received and no access to Church assets/finances. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/06/2020 ADDRESS: John Hawkins Parkway, Hoover AL 35244 INFO: Finance Committee consisting of 6-8 members, all volunteer in nature to lead, guide & direct the staff on financial issues and budget management for local church. No access to Church funds, no check writing & no compensation 8)CSENGE ADVISORY SERVICES POSITION: IAR NATURE: DBA for advisory, RIA, business. INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 8 START DATE: 04/01/2020 ADDRESS: 2100 RIVERCHASE CTR STE 408, 2100 Riverchase Center, Suite 408, Suite 408, Birmingham AL 35244 INFO: ORIA services 9.DOODLE BOP PROPERTIES, LLC POSITION: Owner NATURE: LLC to hold a piece of real estate INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/03/2025 ADDRESS: 1386 Lake Trace Ln, Hoover AL 35244 INFO: LLC for liability protection of a condo owned, no job duties outside of normal real estate ownership 10.COVENANT WEALTH PARTNERS, LLC POSITION: President NATURE: DBA for Investment Advisory and Financial Planning services. INVESTMENT RELATED: Yes NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 50 START DATE: 01/23/2026 ADDRESS: One Professional Center, 2100 N. Main St, Suite 202, Crown Point IN 46307 DESCRIPTION: DBA for partner practice, servicing clients with financial planning and asset management services.