Donovan Ray Weldon Ii

1) AMPER, LLC POSITION: Manager NATURE: Holding company for C&I Oil of Beaumont. This entity is no longer active. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/11/2019 ADDRESS: 7683 Garrison Road, Orange TX 77630, United States DESCRIPTION: No responsibilities for this company. It acted as a holding company. 2) THE GIVING COUCH POSITION: Board member NATURE: This is a Christian based nonprofit organization that focuses on spreading information and education on bible readings with an emphasis on women. They also share motivational and inspirational testimonies in regards to Christian based faith. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/03/2022 ADDRESS: 10021 Woodpark Circle, Orange TX 77630; I am a board member with hands off duties. I meet with the other board members quarterly to discuss the overall health and vision of the organization. This may include budgeting, marketing, and activities that the organization's team members plan and put into action. 3) EDGAR, KIKER & CROSS, PC CPAS AND CONSULTANTS POSITION: I do not hold a position with Edgar, Kiker & Cross, PC CPAs. I am technically an employee but my position is with EKC Advisors, LLP NATURE: I am technically an employee of Edgar, Kiker & Cross, PC CPAs as they pay payroll for EKC Advisors, LLP. Then EKCAdvisors pays expenses back to Edgar, Kiker & Cross, PC CPAs. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/23/2022 ADDRESS: 3440 Eastex Freeway, Beaumont TX 777031896, United States DESCRIPTION: I have no duties or responsibilities for Edgar, Kiker & Cross, PC CPAs. 4) EKC ADVISORS, PLLC POSITION: Associate Financial Advisor NATURE: Financial Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 05/18/2022 ADDRESS: 3440 Eastex Freeway, Beaumont TX 777031896, United States DESCRIPTION: My duties toEKC Advisors, LLP will include setting up new clients and preparing meetings for financial advisors to meet with clients. I will be providing financial and planning advice and placing trades for clients that follow the rules, policies, and procedures that are derived by Avantax by following RegBI, client suitability, and investment objectives that place the client's needs first. I will alsoreview compliance related topics. I will also keep client info up to date and assist in our filing systemto beaccurate and organized. Please note that while I am compensated by EKC CPA, I have no duties tied to EKC CPA. 5) AVANTAX INSURANCE AGENCY AND/OR AVANTAX INSURANCE SERVICES POSITION: agent NATURE: Avantax Insurance Entities for selling Avantax approved Insurance products. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/19/2024 ADDRESS: 3440 Eastex Freeway, Beaumont TX 777031896, United States DESCRIPTION: Offer and sale of insurance products through Avantax Insurance Entities that are approved through Avantax featuredpartners.