Marilyn Joyce Prevoir

1) 07/2015 - PRESENT, Marilyn J Prevoir, Inc. (DBA Monamie Wealth & Retirement), 5237 Summerlin Commons Blvd, Fort Myers, Fl 33907, President. Fixed Insurance Products & Investment Advisory DBA name, Hours Dedicated: 40/week (40/week during trading hours) 2) CPA Team Based Model investment related, consultant helping CPAs with clients, 10 hrs/ mo, 10 hrs/ mo during trading hours, work with CPAs to deliver more value to their clients by networking with other financial professionals. 3) Ms. Prevoir provides business valuation and consulting services to business clients. 10 hrs per mo. 10 hrs per mo. during trading hours. Non-investment related 4) Monamie Business & Tax Consultants., Non-investment related, 5237 Summerlin Commons Blvd, Fort Myers, FL 33907, Through a network of various specialized professionals, advise business owners on improving business cash flow and tax reduction strategies, Managing Member, start date 08/2018, approximately 40 hours per month, 10 hours per week during securities trading hours, Through a network of various specialized professionals, advise business owners on improving business cash flow through methods including, but not limited to, cost segregation, cost remediation, and outsourced bookkeeping. Advise prospects, clients, and other advisors on fixed life and annuity products that are suitable and appropriate to achieve various financial and estate planning goals. Participation in the sale of non-securities related financial specialist services. 5) Suyi CPA & Associates, LLC, Investment Related, 28410 Bonita Crossings Blvd, Suite 270 Bonita Springs, FL 34135, Accounting Firm & Business Advisor, Director of Advanced Business and Tax Planning, Start Date 09/2021, approximately 10-14 hours/month with all hours during securities trading hours, Support the CPA Firm in providing Business Advisory Services and Tax Planning resources to their Clients.