Schedule A Consultation with Seth Borders, Senior Financial Advisor; CUSO Financial Services, L.P.*

As a CERTIFIED FINANCIAL PLANNER** professional, Seth works one-on-one with Citadel members and the local community to design and implement a customized financial plan tailored to try to meet their specific goals.

*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (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 guarentees or oblibations of the credit union, and may involve investment risk including posslibe loss of principal.  Investment Representatives are registered through CFS.  Citadel has contracted with CFS to make non-deposit investment products and services available to credit union members.