Mary Catherine Proctor

Bus Name: Michigan Trout Unlimited Challenge Chapter Investment Related: No Address: P. O. Box 250114 Franklin MI 48025 Nature of Business: Board Position (Board of Directors, Board of Trustees, etc.); Other Bank or Credit Union Position, Title or Relationship: At Large Board member and Treasurer Start Date: 9/1/2015 Hours per month: 0% - 10% (0 - 16 hours) Hours / month during trading hours: 0% - 10% (0 - 14 hours) Duties: Board member ; duties processing receipts from our Challenge Chapter river guides sold in fly shops throughout the state and distribute annually those funds to conservation and fly fishing organizations. Bus Name: JPStudinger Group Investment Related: Yes Address: 100 W Long Lake Road, Suite 120 Bloomfield Hills MI 48304 Nature of Business: Registered Field Assistant; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Registered Field Assistant Start Date: 5/22/2017 Hours / month: 100%+ (More than 160 hours) Hours / month during trading hours: 91% - 100% (127 - 140 hours) Duties: administrative support and trading activities under the direction of James Studinger. Bus Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 Southwest Parkway Building 2, Suite 400 Austin TX 78735 Nature of Business: Registered Field Assistant; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Registered Field Assistant Start Date: 5/22/2017 Hours / month: 100%+ (160+ hours) Hours / month during trading hours: 91% - 100% (127 - 140 hours) Duties: To support JPStudinger Group in practice; administrative support and trading activities under the direction of James Studinger. Bus Name: Christ Church Cranbrook; Trustee of Parish Endowment Fund; Investment Committee Investment Related: Yes Address: 470 Church Road Bloomfield Hills MI 48304 Nature of Business: Board Position Position, Investment Committee member; Trustee of Parish Endowment Fund: Vestry member from 2018-2020 Start Date: 6/1/2013 Hours / month: 0% - 10% (0 - 16 hours) Hours / month during trading hours: 0% - 10% (0 - 14 hours) Duties: Sit on Investment Committee with 12 others; review portfolio performance and vote on recommended changes made by investment advisors; approve quarterly distributions of endowment funds. Vestry members vote to approve proposed activities from standing committees. Similar responsibilities as a Board of Trustees for the church overseeing the operation of the church. Bus Name: Christ Church Cranbrook Capital Campaign Co-Chair Investment Related: No Address: 470 Church Road Bloomfield Hills MI 48304 Nature of Business: Other Other/None of the Above Organizational/Administration of campaign Position, Title or Relationship: Co-Chair of Campaign Start Date: 5/14/2019 Hours/ month: 11% - 20% (17 - 32 hours) Hours / month during trading hours: 0% - 10% (0 - 14 hours) Duties: Organize the volunteers who will be asking for pledges to the campaign. Asking others to participate in the campaign. Conducting meetings and reporting progress. Bus Name: ST ANNE'S MEAD BOARD OF TRUSTEES POSITION: Board of Trustee NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/27/2022 ADDRESS: 16106 W Twelve Mile Rd, Southfield MI 48076, United States DESCRIPTION: Establish policies for and oversee Bus Name: JPSTUDINGER WEALTH ADVISORS POSITION: Registered Field Assistant NATURE: Registered Field Assistant INVESTMENT RELATED: Yes NUMBER OF HOURS: 220 SECURITIES TRADING HOURS: 32 START DATE: 01/22/2025 ADDRESS: 800 W Long Lake Rd, Suite 160, Bloomfield Hills MI 48302, United States DESCRIPTION: Client relationship management; financial planning, trading, investment strategies and asset allocation; insurance and annuity development and management; monitor operations and compliance; office management and strategic planning.