Robert Anthony Cucchiaro

1. Summit Tax Planning, Inc DBA Data Count Tax & Financial Services; not investment-related; 2000 Crow Canyon Place, Ste. 410, San Ramon, CA 94583; tax services; Passive Partial Owner; 5/2014; 5 hours per month; 0 hours during trading hours; tax preparation 2. Independent Insurance Agent/Sole Proprietor; not investment-related; private residence in Eagle, ID; insurance; Insurance Agent; 1/1/2005; less than 1 hour per month; 0 hours during trading hours; insurance agent 3. Summit Wealth & Retirement Planning DBA Summit Wealth & Retirement Partners, Corporation; investment-related; 2000 Crow Canyon Place, Ste. 410, San Ramon, CA 94583; RIA; President & Advisor; 8/31/12; 160 hours per month; 5 hours per day during trading hours; managing client relationships, managing the business 4. Mutual Securities, Inc.; investment-related; private address in Eagle, ID; broker dealer; Registered Representative, 7/1/2016; 20 hours per month; 10 hours during trading hours; advise clients on their variable annuity and variable universal life policies 5. Financial Advisor Field Guide; not investment-related; private address in Eagle, ID; financial advisor coaching; Owner; 3/7/2021; 20 hours per month; 4 hours per month during trading hours; provide financial advisor coaching, including website and book content currently under development 6. The Financial Advisor Field Guide - Book & Coaching Program, Start Date: 03/07/2022, 360 W Back Forty Dr., Eagle, ID 83616, LLC to be formed, Owner, I plan to offer a coaching program around practice management for new advisors in the business, Not Investment Related, 4 hours per month, 0 Hours per day during trading hours.