Theodore Scott Alexander

1) GALYETTE LLC POSITION: Owner NATURE: LLC that holds the commericial office building for Wealth Management Business INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2021 ADDRESS: 80 S Columbus St, Sunbury OH 43074, United States DESCRIPTION: LLC that holds title to commercial office space that our business resides in. 2) BP STARFISH OHIU LLC POSITION: Owner NATURE: Educational, tutoring, and exam prep services for students grades K-12 - Franchised location for Huntington Learning Center INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2018 ADDRESS: 5560 N Hamilton Rd, Columbus OH 43230, United States DESCRIPTION: Have managing partner that oversees the entire day to day operations of business. Occassionally will be involved in high level planning discussions for business typically on quarterly basis. 3) BP STARFISH LLC POSITION: Owner NATURE: Owner of franchised location for Huntington Learning Center - providing educational, tutoring and exam prep services for students grades K-12. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2017 ADDRESS: 9665 Olio Rd, McCordsville IN 46055, United States DESCRIPTION: Have managing partner that runs the complete day to day of the business - occassionally will be brought in to discuss profitability and other very high level items - typically on a quarterly basis. 4) REIGNMAKERS INSURANCE ADVISORS POSITION: Owner NATURE: Non Securities related sale of insurance related offerings to clients INVESTMENT RELATED: No NUMBER OF HOURS: 216 SECURITIES TRADING HOURS: 216 START DATE: 07/01/2023 ADDRESS: 80 S Columbus St, Sunbury OH 43074, United States DESCRIPTION: Non securities related insurance piece of wealth managment business. For all intents and purposes it is part of our securities related business as we have multiple clients that have both securities and non securities business within our firm. 5) FOLDS OF HONOR CENTRAL OHIO POSITION: Board Member NATURE: Local Chapter for Folds of Honor - national 501c3 that raises scholarship funds to support our nations fallen, disabled families both domestic and aboard. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2019 ADDRESS: 5910 Wilcox Pl, Suite F, Dublin OH 43016, United States DESCRIPTION: Board member for local chapter for Folds of Honor to actively promote, fundraise and tell the story of Folds of Honor. 6) 90 SCBUS LLC POSITION: Owner NATURE: LLC that holds title to Residential Rental Real Estate Property INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2022 ADDRESS: 80 S Columbus St, Sunbury OH 43074, United States DESCRIPTION: LLC that holds title to residential rental real estate - have property management company that handles all day to day 7) BELIEVERS BAY LLC POSITION: Consultant NATURE: Short term Real estate rental property INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2022 ADDRESS: 3320 Rome Corners Rd, Galena OH 43021, United States DESCRIPTION: Short term real estate rental owned by wife 8) RELATIONSHIPS UNDER CONSTRUCTION POSITION: Board Member NATURE: Board member of charity that promotes healthy relationship amongst teenagers INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2023 ADDRESS: 8870 Commerce Loop Dr, Columbus OH 43240, United States DESCRIPTION: Board member providing feedback or guidance on critical issues that charity embarks upon. 9) NEXTACRE POSITION: Consultant NATURE: Succession Planning Consulting for Agricultural Families INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 11/28/2025 ADDRESS: 80 S Columbus St, Sunbury OH 43074, United States DESCRIPTION: Succession / Transition Planning for Agricultural Families