EFTA02411228

EFTA Document EFTA01413261

> 75% Pipeline Opportunity Name cture BPS/Flat Est 2016 Rev Brokerage WANEK TRUST OF 2000 3/31/2016 90 Brokerage (Commissions) 5000000 BPS 5 2500 0 IF(G2="BPS",12*(K2/12),12)=0 IF(G2="BPS",12,0)=2500 JTWROS Brokerage Wanek, Karen A. 3/31/2016 90 Brokerage (Commissions) 5000000 BPS 20 10000 Morris 0 IF(G3="BPS",13*(K3/12),13)=0 IF(G3="BPS",13,0)=10000 Banking Black, Leon D. 3/31/2016 90 Private Wealth Premium Checking 50000000 BPS 40 200000 Morris 0 IF(G4="BPS",14*(K

EFTA01661603

EFTA02414892

EFTA Document EFTA01463144

report1364240932058 1 GCIS Customer Number GCIS Number Customer ID Relationship Tier Estimated Relationship Net Worth Estimated Relationship Investable Assets Breadth of Client Needs (# of products) Estimated Total Revenue Potential ($M per annum) Estimated Revenue from New Business in the coming year Strength of YOUR Relationship with Customer (1-5, 1 is strongest) Relationship Segment If Relationship Segment is "Other," Describe Other If No Potential Prospect, keep relationship

EFTA Document EFTA01478313

> 75% Pipeline Opportunity Name Relationship Name Customer Name Close Date (%) Product Name Actual Assets Structure BPS/Flat Fee Actual Revenue Sales Team Member Estimated Mo nth 8 2015 Est 2016 Rev Est 2017 Rev Banking ELYSIUM MANAGEMENT RELATIONSHIP Black, Leon D. 3/31/2016 90 Private Wealth Premi um Checking 25000000 BPS 40 100000 0 IF(H2="BPS",J2*(L2/12),J2)=0 IF(H 2="BPS",J2,0)=100000 Brokerage THIRD LAKE CAPITAL RELATIONSHIP WANEK TRUST OF 2000 3/31/2016 90 Br

EFTA Document EFTA01682184