A. Description of the Advisory Firm Fortress Wealth Management Inc. (Fortress) was founded in 1993 by Thomas Nimmo and Kenneth Lechter. Arlie Green joined Fortress in 2001 and took over full ownership of the firm after Mr. Nimmo’s passing in 2012. Fortress provides financial planning and investment management services to institutional and individual clients. Our financial planning services are designed to help our clients achieve success in reaching their specific financial goals and involve the use of customized financial plans as well as ongoing advice, support for our clients and their family members. Financial Planning is usually a part of the asset management process, although standalone financial plans are available. Our investment management services are implemented on a discretionary or non-discretionary basis. Our investment strategies primarily utilize registered mutual funds and exchange traded funds (ETFs) but may also include to a limited extent, individual equities, bonds, and cash equivalents. We do not limit our advice to specific types of investments. Under certain circumstances, Fortress may also recommend third party separate account managers as sub-advisors to Fortress who would be authorized to have full investment discretion, trading authority, and sole responsibility for the implementation of the investment program with respect to the portion of client’s accounts delegated to them Although Fortress will not place transactions or have any trading authority while the third party manager is in place, Fortress will subject them to a due diligence and ongoing performance monitoring process. Written Acknowledgement of Fiduciary Status When we provide investment advice to you regarding your retirement plan account or individual retirement account, we are fiduciaries within the meaning of Title I of the Employee Retirement Income Security Act and/or the Internal Revenue Code, as applicable, which are laws governing retirement accounts. The way we make money creates some conflicts with your interests, so we operate under a special rule that requires us to act in your best interest and not put our interest

ahead of yours. Under this special rule’s provisions, we must:
• Meet a professional standard of care when making investment recommendations (give prudent advice);
• Never put our financial interests ahead of yours when making recommendations (give loyal advice);
• Avoid misleading statements about conflicts of interest, fees, and investments;
• Follow policies and procedures designed to ensure that we give advice that is in your best interest;
• Charge no more than is reasonable for our services; and
• Give you basic information about conflicts of interest. Fortress does not participate in any wrap fee programs. A wrap fee program is an investment program where the investor pays one stated fee that includes management fees, transaction costs, fund expenses, and other administrative fees. Fortress also provides investment consulting and financial planning services on an hourly or fixed fee basis. When requested, Fortress will consult on existing investment portfolios, alternative investments, investment manager performance and other financial planning and investment related issues. As of December 31st, 2023, Fortress managed $ 242,821,723 in discretionary assets and $ 557,892 in non-discretionary assets. B. Client Tailored Services and Client Imposed Restrictions Fortress will tailor a program for each individual client. This will include an interview session to get to know the client’s specific needs and requirements as well as a plan that will be executed by Fortress on behalf of the client. Fortress may use model allocations together with a specific set of recommendations for each client based on their personal restrictions, needs, and targets. Clients may impose restrictions in investing in certain securities or types of securities in accordance with their values or beliefs. However, if the restrictions prevent Fortress from properly servicing the client account, or prevent it Fortress from creating a properly diversified portfolio, or if the restrictions would require Fortress to deviate from its standard suite of services, Fortress reserves the right to end the relationship.