> 75% Pipeline Opportunity Name Relationship Name Actual Assets Structure BPS/Flat Fee nth I 2015 Est 2015 Rev Est 2016 Rev Banking ELYSIUM MANAGEMENT RELATIONSHIP Black, um Checking 25000000 BPS 40 2="BPS",J2,0)=100000 Brokerage THIRD LAKE CAPITAL RELATIONSHIP erage (Commissions) 5000000 BPS 5 IF(H3="BPS",J3,0)=2500 JTWROS Brokerage THIRD LAKE CAPITAL RE erage (Commissions) 5000000 BPS 20 IF(H4="BPS",J4,0)=10000 Real Estate Opportunity 54 MADISON PARTNERS RELATIONSHIP 75 U.S. Structured Lending (Secured) is 0 0 J5=12000000 KCP ELYSIUM MANAGEMENT RELATIONSHIP Black, Leon D. ns) 50000000 BPS 5 25000 Morris 150000000 Customer Name Close Actual Revenue Sales Date (%) Product Name Team Member Estimated Mo Leon D. 3/31/2016 90 Private Wealth Premi 100000 0 IF(H2="BPS",J2*(L2/12),J2)=0 IF(H WANEK TRUST OF 2000 2500 Morris 0 LATIONSHIP Wanek, Karen A. 10000 Morris 0 3/31/2016 90 Brok IF(H3="BPS",J3*(L3/12),J3)=0 3/31/2016 90 Brok IF(H4="BPS",J4*(L4/12),J4)=0 54 Madison Partners 3/31/2016 BPS 550 12000000 Morr 3/31/2016 0 0 75 Brokerage (Commissio J6=25000 ro erage •UTHERN FINAN L RELATION HIP ratitu•e erica erage (Asset-Based Fees) - Advisor Select 10000000 BPS 20 IF(H15="BPS",J15*(L15/12),J15)=0 IF(H15="BPS",J15,0)=20000 Additional Banking SOUTHERN FINANCIAL RELATIONSHIP Southern Financial LLC Private Wealth Premium Checking w/Interest 50000000 BPS 20 IF(H16="BPS",J16*(L16/12),J16)=0 IF(H16="BPS",J16,0)=100000 SUM(G2:G16)=433000000 SUM(J2:J16)=26437500 SUM(M2:M16)=400000 ro 20000 Morris 0 3/31/2016 75 100000 Morris 0 SUM(N2:N16)=26037500 EFTA01477330