Schedule A Meeting

Brian Harwood, CFP^®

CERTIFIED FINANCIAL PLANNER®

518-577-6422

518-207-0313

brian.harwood@lpl.com

Craig Wilson, CMFC^®

Managing Partner

518-452-5700

518-452-6038

craig.wilson@lpl.com

Richard Anthony, AIF®

Accredited Investment Fiduciary, LPL Registered Principal, Financial Advisor

518-633-4422

518-207-0313

r.anthony@lpl.com