MA/A 0001617795 XXXXXXXX Aaron Castillo 9736189506 acastillo@alternativereg.com acastillo@alternativereg.com andrea@akfconsulting.com AKF Consulting LLC AKF Consulting Group 03-0427648 866-00699-00 867-00442 757 Third Avenue 12th Floor (AIM) NEW YORK NY 10017 6462189864 Add 646-218-9865 NewAdd 646-218-9864 N www.akfconsulting.com Kimberly Marie McManus

101 Eisenhower Parkway Suite 107 Roseland NJ 07068

973-618-9500 973-618-9501 kmcmanus@alternativereg.com Andrea Kim Feirstein

757 Third Avenue 12th Floor (AIM) New York NY 10017

646-218-9864 andrea@akfconsulting.com December DE 03-14-2002 N 9 2 0 0 0 30 Municipal Entities Other 529 Plans, ABLE Plans, State-run Retirement Plans 0 0 0 Not Applicable Hourly Charges Fixed Fees Not Applicable Advice Insurance Of MS Advice On Selection Other Firm engages in non-municipal advisory services including but not limited to (i) marketing and distribution of 529, ABLE and State-run Retirement Programs; (ii) providing periodic training sessions related to the 529, ABLE and State-run Retirement industries; and (iii) researching fees associated with all aspects of 529, ABLE and State-run Retirement Programs. Y Lawyer or law firm 1 Add Lawyer or law firm Mark Chapleau Chapleau Law Group LLC N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N Y N Andrea Kim Feirstein Managing Director 03-14-2002 E Y 1677600 Kimberly Marie McManus CCO 04-28-2015 NA N 2322081 Andrea Kim Feirstein Managing Director 03-14-2002 E Y 1677600 Kimberly Marie McManus CCO 04-28-2015 NA N 2322081 Andrea Feirstein Andrea Feirstein Managing Director 07-13-2026 N N Y N N Y N Y N N N N N N N N N N N N N