Joel Darrin Broersma

1. Pathway Financial Design LLC,Not Investment Related,"3333 Deposit Dr Suite 250, , Grand Rapids, MI, 49546, United States", Financial planning,CEO,10/1/2004,40 hours per month,0 hours during trading hrs, Salary Compensation," This is our DBA, taxed as an S Corporation so salary plus distributions for compensation." 2. HBW Advisory Services LLC,Investment Related," PO Box 2049, , Simi Valley, CA, 93062, United States", Investment advisory firm, Advisory rep,10/1/2004,40 hours per month,5 hours per month during trading hrs, Fee Based Compensation, We run investment advisory services and financial planning fees through this firm. 3. Broersma and Associates LLC,Not Investment Related,"6501 W Webster Road, , Montague, MI, 49437, United States",Contracting,Owner,10/1/2004,3 hrs per month,0 hours per month during trading hrs, No Compensation Presently this is a dormant LLC, used to be used for a rental property that we sold. Keeping it open for future use as we will probably have pathway Financial Design pay my wife for the work she does in the office." 4. Health Insurance-various carriers,Not Investment Related,"3333 Deposit Dr NE Suite 250, , Grand Rapids, MI, 49546, United States", Health Insurance,Producer,10/1/2012,5 hrs per month,0 hrs during trading hours ,Commission Compensation, This is mainly Priority Health used for Medicare Advantage plans. We have same legacy contracts with various carriers that we still get compensation from for traditional health insurance marketed in the past. 5. Heritage Estate Services, Is Not Investment Related," PO Box 66972, , Scotts valley, CA, 95067, United States", Estate planning,Representative,10/1/2013,5 hours per month,0 hours per month during trading hours, Fee Based Compensation, We have used them in the past for estate planning document prep (living trusts) 6. Encore Estate Plans, Is Not Investment Related,"23505 E Appleway Suite 200, #552, , Liberty Lake, WA, 99019, United States", Estate Planning,Producer,6/1/2024,5 hours per month,0 hours per month during trading hours, Fee Based Compensation ,We use them for estate planning document preparation. 7. HBW Partners Tax Services LLC,Not Investment Related,"3333 Deposit Dr NE Suite 250, , Grand Rapids, MI, 49546, United States", Tax preparation and Planning,Owner,10/1/2014,40 hours per month,0 hrs during trading hrs, Commission Compensation, This is our tax preparation and planning firm. 8. ADP payroll Service, Is Not Investment Related,"1575 Arboretum Dr SE, Ste 400, , Grand Rapids, MI, 49546, United States",Payroll,Referrer,2/1/2016,1 hrs per month,0 hrs during trading hours, Commission Compensation," This is who we refer out payroll service clients too, get paid small commission for doing so." 9. Payentry, Is Not Investment Related,"19701 Bethel Church Road Suite 103 Box 320, , Cornelius, NC, 28031, United States",Payroll,Referrer,12/1/2023,1 hours per month,0 hours per month during trading hours, Commission Compensation," This is who we use for some payroll services for our clients, get paid small referral fee." 10. Hansen Brokerage, Is Not Investment Related,"5380 Cascade Road SE, Suite 150, , Grand Rapids, MI, 49546, United States", Life Insurance,Representative,7/1/2024,2 hours per month,0 hours per month during trading hours, Commission Compensation,Life insurance cases. 11. HBW Inc, Is Not Investment Related," P.O. Box 2049, , Simi Valley, CA, 93062, United States", Life Insurance,Representative,10/1/2004,1 hours per month,0 hours per month during trading hours, Commission Compensation," We have some legacy life insurance business through them, which includes a direct contract for Corebridge Life Insurance (American General)" 12. Korhorn Financial Group,Is Not Investment Related,"3333 Deposit Dr NE Suite 250, , Grand Rapids, MI, 49546, United States",Marketing P&C business,Sales,9/2/2024,2 hrs per month,0 hrs during trading hrs,Commission Compensation, Sold P&C Agency to KFG, will get 10% commission for referrals.