George Tatum Groome

1. VALMARK SECURITIES, INC., 130 SPRONGSIDE DRIVE, SUITE 300. AKRON, OH 44333-2431 9INVESTMENT-RELATED). VALMARK IS A SECURITIES BORKER-DEALER AND I AM REGISTRED REPRESENTATIVE OF THE FIRM AND MAY RECEIVE COMMISSIONS ASSOCIATED WITH THOSE ACTIVITIES./// 2. COLTON GROOME FINANCIAL ADVISORS, INC., 1127-B HENDERSONVILLE ROAD, ASHEVILLE, NC 28803; RIA-FEE BASED FINANCIAL PLANNING, INSURANCE AND RETIREMENT PLAN CONSULTING; INVESTMENT RELATED; STARTED 01/2010; 24 HOURS PER MONTH DURING TRADING HOURS; FINANCIAL ADVISOR; CLIENT INVOLVEMENT-I PROVIDE FINANCIAL PLANNING, INSURANCE AND/OR RETIREMENT PLAN CONSULTING SERVICES TO CLIENTS; NO COMPENSATION IS PAID TO OR RECEIVED BY ME. ALL REVENUES ARE PAID TO THE COMPANY./// 3.. GROOME HOLDINGS, LLC; HOLDING COMPANY FOR MULTIPLE BUSINESSES; 33.3% OWNER OF THE COMPANY; MANAGEMENT DUTIES; NOT INVESTMENT RELATED; NO CLIENT INVOLVEMENT; STARTED 01/2015./// 4. LIFETRUST 3D, LLC, 1127B HENDERSONVILLE RD ASHEVILLE NC 28803, LIFE INSURANCE POLICY MANAGEMENT; President; STARTED 10/2014; NOT INVESTMENT RELATED; FINANCIAL INTEREST; NO COMP AT THIS TIME./// 5. COLTON GROOME BENEFITS ADVISORS, LLC, 1127B HENDERSONVILLE ROAD, ASHVILLE, NC 28803; OWNER; MANAGEMENT DUTIES. STARTED 04/29/2010; NOT INVESTMENT RELATED; NO ACTIVITY OR COMPENSATION AT THIS TIME./// 6. COLTON GROOME INSURANCE ADVISORS, INC., 1127B HENDERSONVILLE ROAD, ASHVILLE, NC 28803; FIXED LIFE INSURANCE SALES; OWNER; MANAGEMENT DUTIES; NOT INVESTMENT RELATED; STARTED 12/19/2015; PROFITS FROM THE COMPANY FLOW TO A HOLDING COMPANY OF WHICH I AM AN EMPLOYEE/OWNER./// 7. GROOME FAMILY ENTERPRISES,1127B HENDERSONVILLE ROAD, ASHVILLE, NC 28803; REAL ESTATE; MEMBER; PASSIVE OWNER; NOT INVESTMENT RELATED; STARTED 01/05/1999; NO COMPENSATION WILL BE PAID TO ME. ONLY PARTICIPATE IN OWNER DISTRIBUTIONS./// 8. GROOME SUCCESSION, LLC, 1127B HENDERSONVILLE ROAD, ASHVILLE, NC 28803; PARTNERSHIP FOR BUSINESS SUCCESSION PURPOSES; MEMBER; MANAGEMENT DUTIES; NOT INVESTMENT RELATED; STARTED 12/05/2014; I AM AN OWNER; THE ORGANIZATION HOLDS POLICIES IN WHICH MEMBERS SERVE AS THE AGENT; NO COMPENSATION IS PAID TO ME./// 9. AUTHOR; WROTE A BOOK ENTITLED "...THE BEST POLICY"; SELLING SOME COPIES MOSTLY GIVING TO COIS; NOT INVESTMENT RELATED; STARTED 02/2015; NOT INVESTMENT RELATED; FINANCIAL INTEREST; COMP-THROUGH SALES./// 10. Revocable Living Trust; Fletch, NC; Real Estate Investment - Rental Property; used personal funds for the down payment and improvements. Rental income will start in February 2022; investment related;/// 11. Carolina Day School; 1345 Hendersonville Rd., Asheville, NC 28803; Coach; Coach for Middle School boys basketball; NOT Investment Related; Start Date 11/8/2023; Approximately 1-5 hrs. per month; Paid $3,000 for the season.///