Wade Donald Pfau

1) Sole Proprietor; Wade Pfau �?" Provides educational speaking and writing for financial advisors, Sole Proprietor providing educational content (investment related); Location: 213 Chestnut Lane, Coppell, TX 75019; Start Date: 1/2011. Hours per month devoted to business during trading hours: 10; Hours per month devoted to business outside trading hours: 5. 2) RISA, LLC - A product for Investment Advisors to use toward their clients' retirement income planning; Founder (non-investment related); 1900 Gallows Rd Suite 350, Tysons VA 22182; Start Date: 1/2021. Wade participates and promotes the RISA through podcasts, webinars, and other community engagement. Hours per month devoted to business during trading hours: 20; Hours per month devoted to business outside trading hours: 10 3) Retirement Researcher- online community that provides education and resources on retirement income planning; Principal (investment-related); 1900 Gallows Road, Tysons, VA 22182, Start Date: 8/2018. Hours per month devoted to business during trading hours: 10; Hours per month devoted to business outside trading hours: 10. 4) Wealth Building Cornerstones - System to provide individuals and families with a process to maximize the use of their money for wealth building and protection; Chief Research Fellow (non-investment related); 2923 Marketplace Drive, Ste 210, Madison, WI; Start Date: 3/2021. Wade consults on research ideas for financial planning and conducts occasional webinars. Hours per month devoted to business during trading hours: 1; Hours per month devoted to business outside trading hours: 1.