Anderson Financial Partners, Inc. was founded in 2003 under the name Bott-Anderson Partners and is wholly-owned by one of it’s principals, John K. Anderson, Jr. In 2018, the name of the firm was changed to Anderson Financial Partners, Inc. Our primary focus has always been to provide independent investment consulting services to both corporate and non-profit organizations as well as high net worth families and family foundations. We are fully registered with the SEC and the State of Florida but are not affiliated with any FINRA member firm and/or FINRA broker-dealer organization. The principals of Anderson Financial Partners have extensive professional and volunteer experience with hospitals and other non-profit organizations. Anderson Financial Partners currently consults to 10 non- profit organizations, and its principals have served and continue to serve on the Boards of numerous non– profit organizations. We truly believe that our personal experience is unmatched. A key hallmark of our firm is our personal involvement with every client; we feel that in this way we are able to serve the investment consulting needs of our clients in a superior fashion. We are a fee-based investment consulting firm which derives 100% of its revenues from such services. We do not engage in any other businesses, including securities-related activities such as trust, custodial or investment management (securities-picking) services. Anderson Financial Partners is not a broker/dealer. Anderson Financial Partners does not provide asset custody services as such services are available inexpensively and efficiently from both brokerage firms and trust companies. We utilize the competitively priced custody services of several different broker dealers and trust companies. We closely monitor the cost of such services and have often found opportunities with our clients to dramatically reduce expenses through analysis and comparative pricing. We do not accept any commissions from any external sources. When introductory fees or breakpoint trading discounts are made available to Anderson Financial Partners, these fees or discounts may be captured for the benefit of our clients, and if captured are fully applied (100%) to offset our consulting fees. Again, our revenue is derived entirely from our investment consulting services. Our greatest strengths are fivefold: 1) Client advocacy 2) Ratio of client accounts-to-consultant 3) Access to research 4) Manager screening process 5) Tenured professionals At Anderson Financial Partners, we view ourselves, first and foremost, as client advocates. Our role as your independent investment consultant is to sit “on your side of the desk” as we work together to select, engage and monitor the best asset managers available to manage each sector of your portfolio. Our relationships with our clients are personal and first name. Our experience in healthcare especially allows us to truly add value well beyond the scope of investment portfolio management to our healthcare clients. Among our firm’s strengths is our client to consultant ratio (our coverage ratio). Presently, we have a coverage ratio of better than 18. The size of our business is a tremendous advantage to our clients. Our high coverage ratio is proof that your account and its goal of achieving its stated objective is paramount. The attention and focus you will receive from Anderson Financial is unlike the diluted monitoring that you would receive from larger, less focused firms, whose consultants often are assigned coverage on upwards of 40 accounts. At Anderson Financial our clients are not just a file or account number. We build long lasting personal relationships. Furthermore, we do not “allow the meter to run” on phone calls or e-mails to our clients. Our fee is inclusive of all client communications. Anderson Financial Partners meets directly with clients each quarter, and upon request, will meet off- quarter to accommodate any schedule. During our quarterly review meetings, we break down complex, quantitative measurements into digestible and relevant information to effectively convey, communicate, and educate our clients. We also provide a weekly economic commentary to our consulting clients. By building clients’ comfort level with the markets and the tools we use, we further enhance our consulting relationship and our inherent value. Over time, our clients have regularly commented that this hands-on approach has helped them better fulfill fiduciary duties, if any. Our greatest strength lies in the experience of the professionals at Anderson Financial Partners. Unlike our larger competition, who staff their firms with fresh out of school MBA’s, our clients are serviced by our principals. We are confident that our firm’s size, coverage ratio, together with the deep and varied experience of our managing partners and managing directors allows us to provide unparalleled service to our clients. Bios: John K. Anderson, Jr. – Managing Partner John K. Anderson, Jr. co-founded Bott-Anderson Partners, the original name of the firm, in 2003. The mission of the firm from then to now has been to provide significant value to a small number of clients through a focus on personal service. His deep knowledge of the unique needs and objectives of each client, coupled with continuing due diligence through personal relationships with the independent managers engaged to managed the various segments of client portfolios, has allowed this mission to be consistently accomplished. Prior to establishing the firm, from 1996 until 2002, Mr. Anderson was Executive Vice President, Treasurer, and Chief Financial Officer for American Heritage Life Investment Company of Jacksonville, Florida. American Heritage was a NYSE listed group of life insurance companies until late 1999 when it was acquired by Allstate. AHL offers a full-line of life and voluntary health, disability and accident products, marketed primarily at the workplace. Total assets in 2002

exceeded $2.9 billion. Mr. Anderson also carried a chartered life underwriter (CLU) certification during his tenure at AHL. From 1993 through 1995, Mr. Anderson was the Chief Executive Officer at E.G. Baldwin & Associates, Inc. in Cleveland, Ohio. Baldwin is the dominant regional distributor of medical imaging products and services to hospitals and other medical providers in the six-state region from central Michigan to New Jersey. From 1990 to 1993 Mr. Anderson was President and Chief Executive Officer at Capitol American Financial Corporation in Cleveland. Capitol American was a life and supplemental health insurance company whose products consist primarily of cancer, accident, and heart insurance. It had 300 home office employees and over 2,000 producing agents in 47 states and two US territories. Mr. Anderson took Capitol American public in 1992 through an initial public offering of stock which traded on the NYSE. Mr. Anderson served as Executive Vice President and Chief Financial Officer for Baptist Health Systems, Inc. of Jacksonville from 1984 to 1990. Baptist Health Systems at that time was a $400 million healthcare system, which included three not-for-profit hospitals, diversified for-profit health products and services company and an active foundation. From 1982 to 1984, Mr. Anderson held the position of Senior Vice President and co-manager of all healthcare investment banking activities for the southeastern United States for Underwood, Neuhaus & Company, Inc. of Jacksonville, Florida. From 1976 to 1982 Mr. Anderson served as Senior Vice President/manager of William G. Ceas & Company, a healthcare investment banking firm in Rolling Meadows, Illinois. Prior to that, Mr. Anderson was a certified public accountant and senior auditor and consultant with Ernst & Ernst of Chicago, Illinois. Mr. Anderson serves in leadership positions in a number of civic organizations. He is the former chairman of the board of Baptist Medical Center Beaches and currently a member of the Board of Baptist Health, the hospital’s parent. He is a past treasurer of the Jacksonville Chamber of Commerce, past member of the board of directors for the American Cancer Society of Jacksonville Beach, past member of the board of directors for the Catholic Foundation of the Diocese of St. Augustine and past treasurer of the board of directors of the MS Society of North Florida. Mr. Anderson, born in 1948, graduated from the University of Notre Dame with a bachelor’s degree in Business Administration/Accounting followed by a Masters Degree (Double Major) in Finance/Industrial Relations from Northwestern University. Timothy J. Anderson – Managing Director Timothy J. Anderson joined Anderson Financial Partners as Managing Director in the summer of 2008 at the start of the global financial crisis. His passion for the economy coupled with his desire to act as both risk manager and portfolio theorist enables Mr. Anderson to uniquely serve his clients’ best interests. Mr. Anderson has written nearly 600 weekly and quarterly economic commentaries and has been a source for the global financial press. Mr. Anderson was promoted to Chief Economist at Anderson Financial in 2014. Prior to joining Anderson Financial Partners, Timothy J. Anderson was a practicing attorney specializing in medical malpractice defense and commercial defense litigation. His caseload included both the State and Federal jurisdictions. While no longer actively practicing law, Mr. Anderson continues to find a great deal of satisfaction advocating for his clients on a daily basis. Prior to law school, from 2000 through 2002, Mr. Anderson served as a Legislative Assistant and Military Legislative Aide on Capitol Hill in Washington, D.C., working with Congressman Ander Crenshaw and later with Congressman John L. Mica. His areas of expertise included Banking, Finance, Tax, Budget, Small Business, Healthcare, Social Security, Regulatory Reform and Economic Development. Furthermore, Mr. Anderson was the co-liaison between the Office of Congressman John L. Mica and the United States Department of Defense, responsible for the military budget authorization and appropriation cycles. From 1999 through 2000, Mr. Anderson was a Senior Associate within the Business Advisory Services group of PricewaterhouseCoopers. He was selected as one of 65 out of 3,000 to participate in the firm’s only nationally accelerated partner program. While at PricewaterhouseCoopers Mr. Anderson serviced multiple Fortune 500 audit clients including Siemens, Tyco, Allmerica Financial, Citistreet, and State Street Funds. One highlight of his tenure at PwC was working on the acquisition of Siemens’ Components Division by Tyco, a $1.1 billion cash deal. Mr. Anderson, born in 1976, graduated from the Boston College School of Management Honors Program with a degree in accounting and finance and attended a General Course Degree program at the London School of Economics. Mr. Anderson is also a graduate of the University of Florida Levin College of Law and is a member of the Florida bar. Most recently, Mr. Anderson completed an executive course in Investment Strategies and Portfolio Management at the University of Pennsylvania Wharton School of Management, taught by esteemed modern portfolio theorist Jeffrey Jaffey. Mr. Anderson is actively involved in the community. He has proudly been invited to guest lecture on multiple occasions at the University of Florida College of Law on the topic of advanced financial statement analysis. Mr. Anderson is Vice Chair of Pine Castle, a center for adults with developmental and acquired disabilities, and recently concluded his term of service on the Jacksonville Board of Library Trustees. He also continues his services to the Atlantic Beach Police Pension Board. A regular volunteer at his children’s school, Tim attends Mass at St. John the Baptist Catholic Church in Atlantic Beach, FL. Most importantly for Tim, he and his wife Brooke have three children.