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Office: (712) 623-5726

Toll-Free: 800-347-9511

Fax: (712) 623-4642

610 Senate Avenue

Red Oak, IA 51566

dan@milestonefinancialgroup.com

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Copyright 2026 FMG Suite.

Dan Miller, Kaleb Robuck, Marcus Taylor ,and Ashleigh Franco are investment adviser representatives of, and securities and advisory services are offered through, USA Financial Securities, Member FINRA/SIPC. A Registered Investment Adviser located at 6020 E. Fulton St., Ada, MI 49301. Milestone Financial Group is not affiliated with USA Financial Securities.

Dan Miller, Kaleb Robuck, Marcus Taylor and Ashleigh Franco are authorized to transact securities related business and investment advisory services only in states where he is properly registered. For investment products and services these states include: Dan: AR, CA, CO, FL, GA, IA, IL, IN, KS, LA, MD, MN, MO, MT, NC, NE, OR, SC, SD, TX, WI. Kaleb: CO, IA, MO, MT, NE. Marcus: IA, MN, MO, NC, NE, TX., Ashleigh: IA, MO, NE. For investment advisory services these states include: Dan: AR, CO, FL, GA, IA, IL, IN, KS, LA, MN, MO, NC, NE, OR, SC, SD, TX, WI. Kaleb: CO, FL, IA, MO, NE, TX. Marcus: AL, IA, MN, MO, NE, TX. Ashleigh: IA, MO, NE. Additionally, clients who are not residents of these states cannot be serviced. This website is not intended to provide investment, legal, or tax advice, nor to effect securities transactions or to render personal advice for compensation.

Use of the phrase "Building Rural Wealth" does not guarantee financial success or investment results. All investing involves risk, including potential loss of principal. Individual results may vary based on unique circumstances.

Legal services are provided by Wealth.com, an independent company that is unaffiliated with USA Financial Securities. Dan Miller, Kaleb Robuck, Marcus Taylor, Ashleigh Franco, and USA Financial Securities are not attorneys and do not provide legal advice.