Scott Gerard Leibfried

1. DYNAMIC DIRECTIONS; LEADERSHIP & COACHING; CONSULTING; 2708 NEW HARTFORD RD, OWENSBORO, KY, 42303; NOT INVESTMENT-RELATED; 01/01/2023; 60 HOURS PER MONTH; 60 DURING TRADING HOURS. 2. BALANCED GROWTH PARTNERS, LLC; CO-OWNER; MANAGE AMERIPRISE BUSINESS; 6601 BOULDER BROOK CT, DUBUQUE, IA, 52003; INVESTMENT-RELATED; 10/13/2016; 60 HOURS PER MONTH; 40 TO 59 DURING TRADING HOURS. 3. HFLF BOARD OF DIRECTORS; BOARD MEMBER; 2100 ASBURY RD, SUITE #2, DUBUQUE, IA, 52001; INVESTMENT-RELATED; 05/29/2025; 1 TO 9 HOURS PER MONTH; 0 DURING TRADING HOURS. 4. DYNAMIC DIRECTIONS D2, INC.; VICE-PRESIDENT - SERVE ON THE EXECUTIVE LEADERSHIP TEAM FOR THIS COACHING AND CONSULTING BUSINESS TO FINANCIAL ADVISORS.; 2708 NEW HARTFORD RD, OWENSBORO, KY, 42303; NOT INVESTMENT-RELATED; 01/01/2023; 10 TO 19 HOURS PER MONTH; 10 TO 19 DURING TRADING HOURS. 5. MILGS, LLC; OWNER; MANAGE ADVISORY BUSINESS; 6601 BOULDER BROOK CT, DUBUQUE, IA, 52003; NOT INVESTMENT-RELATED; 11/01/2022; 60 HOURS PER MONTH; 60 DURING TRADING HOURS. 6. SGL TANGIBLES, LLC; ENTITY CONSISTING OF PHYSICAL BUSINESS PROPERTY SUCH AS FURNITURE, EQUIPMENT, BUSINESS VEHICLE, LAND, AND OFFICE FACILITY THAT WILL BE LEASED TO BALANCED GROWTH PARTNERS, LLC; 805 CENTURY DR, DUBUQUE, IA 52002; NOT INVESTMENT-RELATED; 10/01/2015; 1 TO 9 HOURS PER MONTH; 1 TO 9 DURING TRADING HOURS. 7. MASON MOTOR SPORTS, LLC; ENTITY CONSISTING OF MOTORIZED RECREATIONAL EQUIPMENT AND VEHICLES; 805 CENTURY DR, DUBUQUE, IA 52002, 10/01/2015; 1 TO 9 HOURS PER MONTH; 0 DURING TRADING HOURS. 8. SGL, LLC; SMALL AIRCRAFT FOR PERSONAL, BUSINESS, AND LEASING; 805 CENTURY DR, DUBUQUE, IA 52002, 10/01/2015; 1 TO 9 HOURS PER MONTH; 0 DURING TRADING HOURS. 9. BALANCED GROWTH PARTNERS 401K PLAN; TRUSTEE; 805 CENTURY DR DUBUQUE, IA 52002; 01/01/2017; 1 TO 9 HOURS PER MONTH; 0 DURING TRADING HOURS. 10. CLARITY CLINIC; BOARD MEMBER; 3365 HILLCREST RD, DUBUQUE, IA, 52002; NOT INVESTMENT-RELATED; 09/01/2021; 1 TO 9 HOURS PER MONTH; 0 DURING TRADING HOURS / MILGS, LLC; PROVIDE LEADERSHIP, MARKETING, AND OPERATIONS CONSULTING TO BALANCED GROWTH PARTNERS, LLC, ALONG WITH OTHER FINANCIAL ADVISOR PRACTICES. SERVE AS THE MANAGING MEMBER FOR SGL, LLC.; 6601 BOULDER BROOK CT, DUBUQUE, IA, 52003; NOT INVESTMENT-RELATED; 11/01/2022; 60 HOURS PER MONTH; 60 DURING TRADING HOURS. 11. BOOK AUTHORSHIP; AUTHORED A BOOK CALLED "CLIMBING WEALTH" THAT HIGHLIGHTS THE VALUE OF ENGAGING IN A TEAM OF PROFESSIONALS TO HELP THE READER ACHIEVE THEIR FINANCIAL GOALS. AMERIPRISE AND MY TEAM NAME--STACKSTONE WEALTH IS NOT MENTIONED IN THIS BOOK.; 6601 BOULDER BROOK CT, DUBUQUE, IA, 52003; INVESTMENT-RELATED; 04/01/2026; 1 TO 9 HOURS PER MONTH; 1 TO 9 DURING TRADING HOURS. 12. INSURANCE AGENT; INVESTMENT-RELATED; DUBUQUE, IA; INSURANCE SALES AND SERVICE; AGENT; 11/97; HOURS AS NEEDED TO SERVICE CLIENTS.