Retirement & Investment Services Email Investments@CUofAmerica.com to request an appointment with one of our Financial Advisors! Grady Trumble CFS*, Financial Advisor 316.265.3272 ext.46 1.800.256.8049 1401 N. Maize Road GradyT@cuofamerica.com Available through CUSO Financial Services, L.P. (CFS)* Specialties Key Person Insurance Tax Advantaged Investments 401k and 403b rollover options** Retirement & Distribution Planning Wealth Management KPERS funds and 403B Professional Background 9 Years in Investment Industry Kansas State University Alumni Licensed Financial Advisor Life Underwriter Training Council Fellow® Registered with CUSO Financial Services, L.P.* Security licensed to do business in AR, CO, FL, KS, MO, NE, NM, NY, OH, OK, TX and WY. Gene Heffron CFS*, Financial Advisor 316.265.3272 ext.68 1.800.256.8049 711 W. Douglas GeneH@cuofamerica.com Available through CUSO Financial Services, L.P. (CFS)* Specialties 401k and 403b rollover options** Professional Money Management Life, Disability and Long-Term Care Insurance Retirement & Distribution Planning Buy/Sell Funding KPERS funds and 403B Professional Background 19 Years in banking and advisory experience Wichita State University Alumni Licensed Financial Advisor Accredited Asset Management Specialistsm Registered with CUSO Financial Services, L.P.* Chartered Retirement Plans Specialist® Security licensed to do business in KS and OK. Michael Canfield Financial Advisor CUSO Financial Services, L.P.* 316.265.3272 ext.611 800.256.8049 711 W. Douglas MichaelC@CUofAmerica.com Available through CUSO Financial Services, L.P. (CFS)* Specialties IRAs, stocks and bonds, and mutual funds College savings plans 401k and 403b rollover options** Fixed, variable and index annuities Professional money management Employer-sponsored retirement plans Life, disability and long-term care insurance Buy/sell funding Key person insurance Professional Background Bachelors of Business Administration in Business Management from Friends University Life and health license Series 7- general security representative Series 66- uniform combined state law Michael is securities licensed to do business in Kansas *Non-deposit investment products and services are offered through CUSO Financial Services LP ("CFS"), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Credit Union of America has contracted with CFS to make non-deposit investment products and services available to credit union members. **Before deciding whether to retain assets in an employer sponsored plan or roll over to an IRA, an investor should consider various factors including, but not limited to: investment options, fees and expenses, services, withdrawal penalties, protection from creditors and legal judgements, required minimum distributions and possession of employer stock.