Clewed, a technology enabled investment and advisory platform designed to open access to equity for many private companies while creating productivity and scale for private equity investors. Before now, less than 2% of small and mid-cap private companies seeking equity accessed it - not because these growth oriented businesses can’t generate the attractive returns investors desire, but investing in this market is too difficult to manage for institutional investors, let alone individuals. By combining technology with talented people, our platform enables investors to invest in more companies with confidence, unlock billions of individual capital for companies, and enable talented operators, analysts and business professionals to participate in private equity productively to share skills, earn and grow with rewarding companies.join us at www.clewed.comemail: terry.hastings@clewed.com

Senior Vice President• Created my own practice as an Independent Investment Advisor on the Charles Schwab platform within a small family firm called Generations Wealth Planning (GWP).• GWP is known as a Registered Investment Advisory firm, with over $160 million in investable assets, it is large enough that it is regulated by the Securities and Exchange Commission • Sourced new clients through different marketing channels including: smart asset leads, formed a referral group which had a relator, mortgage specialists and solicitors (whom I met monthly to identify referrals), digital channels including LinkedIn reach out and client presentation lunch events• Client management and delivering an exceptional service- I was responsible for ensuring that all my clients received the best possible financial planning and investment advice to make the most of their current and future assets. I also reviewed other needs clients may have such as insurance as protection and mortgage refinances. I did this through regular engagement including face to face meetings as well as zoom calls, following the key principles of know your customer and adhering to all legislation, regulation, and company policies. • Provided a comprehensive financial plan and discretionary investment advice for each individual client.• Managed every day running of the business independently and efficiently.• GWP were bought by a private equity firm in January 2022.

Vice President• The goal was to turn a Schwab customer into a long-term client by provided them with a comprehensive financial plan then make informed investment recommendations. • Consolidated and transferred accounts to the Schwab platform by nurturing relationships with clients that had investable assets between $250k -$20 million• Compliance was the most important part of this position, continuously learned and stayed within Charles Schwab regulatory framework and ongoing continuing education to stay within guidelines for FINRA and the SEC • Onboarded new clients and transferred their assets to the Schwab platform• Increased my AUM by 180mm up to 360m total AUM in 18 months• Proficient in CRM management using Salesforce • Successfully hosted and planned client acquisition events and seminars • Attained the mortgage broker’s NMLS license • SIE Securities industry essential License

• Teamed with a discretionary practice within Merrill Lynch, at the same time being positioned in a Bank of America branch to move clients over from the limited banking portfolio to the extensive Merrill Lynch investment options.• Worked closely with the team at Merrill Lynch to provide financial planning, understand the strategies and nuances of being a financial advisor at the highest level.• Met with clients daily, both in the bank and in the Merrill Lynch office to provide investment and planning guidance.• Compliance was the most important part of this position, regulated by Bank of America and Merrill Lynch while also continuously stayed withing the regulation guidelines for FINRA and the SEC • Attained the Series 7 General securities Representative license• Attained the Series 66 investment company products and variable contracts license • Life & health insurance license