Matthew Robert Cowles

Business Name: LYMAN ASSOCIATES LLC Investment Related: No Address: 10 Lyman St New Haven CT 06511 Nature of Business: Real Estate Position, Title or Relationship: Member Start Date: 11/14/2008 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: I have no duties associated with this activity.Business Name: Schuster Driscoll LLC Investment Related: Yes Address: 135 South Rd Farmington CT 06032 Nature of Business: Insurance Position, Title or Relationship: Producer Start Date: 5/2/2012 Hours per month: 31% - 40% (49 - 64 hours) Hours per month during trading hours: 31% - 40% (43 - 56 hours) Duties: Selling and servicing insurance policies for clientBusiness 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 servicesBusiness Name: Schuster Driscoll LLC DBA The Schuster Group Investment Related: Yes Address: 135 South Rd Farmington CT 06032 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Investment Advisor Rep, Retirement Plan Consultant Start Date: 5/1/2012 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Sale and service of retirement plan clientsBusiness Name: Ann's Place Investment Related: No Address: 80 Saw Mill Rd Danbury CT 06810 Nature of Business: Community/Charitable/Civic Volunteer (Non-Leadership Position) Position, Title or Relationship: Volunteer Start Date: 6/1/2021 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: The Board is looking for someone to join their investment committee not as a Board member but as a volunteer member of that committee (preference for someone that has investment/broker experience. I would be obligated to attend Investment Committee meetings as a volunteer member.