About Everspire Aegis Wealth Group, LLC /dba “Everspire” was founded on October 25, 2005 by owners Roy Jones and Joshua Jones and registered as an independent RIA in 2015. Aegis has used the /dba “Everspire” since 2016. The firm is organized as a Limited Liability Company in the state of Utah and wholly owned by E6 Holdings, LLC. As of February 28, 2024, Everspire managed $156,248,000 in discretionary assets and $89,800 in non- discretionary assets. Everspire provides the following services to meet individual client retirement needs: 1. Wealth Management / Dedicated Advisor 2. Financial Planning Wealth Management / Dedicated Advisor A dedicated advisor will work with the client to analyze current investments, determine investment objectives and risk tolerance, and gather other relevant information about the client. The advisor will use this suitability information to research investment options, develop an investment strategy and risk score for the client, and then recommend a wrap program or other investment manager to implement the strategy. The advisor then monitors the wrap fee program or investment manager and provides periodic reporting. The advisor will be available to the client for consultation and advice and will offer to conduct a comprehensive wealth management review annually to evaluate the client’s current approach and recommend any advisable changes. As part of this advisory service, advisors may help clients complete paperwork, research solutions, add discipline, increase entrepreneurship, improve processes, think creatively, add skill, and help the client implement a financial plan if one is in place. Advisors often coordinate and monitor progress with legal, accounting, tax, and other outside professionals; refer clients to needed services; remind clients of tasks and goals; provide debt management guidance; work to make the most of qualified plans; keep clients informed of opportunities and areas of concern; and act in other areas to promote positive outcomes. Financial Planning In the past, Everspire has provided Financial Planning to some of its clients. The firm continues to provide this service to some clients on a legacy basis. For new clients wishing to receive Financial Planning, Everspire refers clients to TomiPlan, an affiliated financial planning company that offers Financial Planning on a subscription basis. Because TomiPlan is affiliated due to shared ownership, the subscriptions that clients pay to TomiPlan benefit Everspire. Everspire advisors also receive compensation for referring clients to TomiPlan. For legacy Financial Planning clients, Everspire’s approach is modelled on the process published by the Financial Planning Standards Board. It is a goals-based, liability-driven strategy, which means that recommendations are based on estimating the cash flows needed to fund future liabilities (needs in retirement, liquidity requirements, etc) and preparing clients to meet future needs with the highest possible degree of probability. Everspire advisors gather financial data; evaluate the client’s individual needs, objectives, and risk tolerance; establish metrics for assessing progress; apply reasonable assumptions about inflation and expected return; and maintain a financial plan on an ongoing basis. Everspire’s planning software continuously updates these assumptions and the advisor communicates with the client to adjust the plan in response to changing needs and economic conditions. The accuracy of the plan depends on information supplied by the client. Clients have ongoing access to their financial plan and to Everspire’s planning technology for continuing guidance and evaluation of progress towards their financial goals. Everspire Wrap Fee Program Everspire sponsors the Everspire Wrap Fee Program. Advisors recommend the Wrap Fee Program to some of its clients when the Firm deems it to be in the best interest of the client Because the Everspire Wrap Fee Program is affiliated with Everspire, Everspire benefits from compensation received by the program. Details of the Wrap program are disclosed in Everspire’s Wrap Fee Program Brochure. Clients enrolled in Wrap Fee programs do not pay transaction expenses for accounts enrolled in the program, resulting in a lower overall cost for the client. Clients not enrolled in the Wrap Fee program are generally invested in the same portfolio models offered by the Wrap Fee program but must pay trading commissions incurred in their account. Advisors at Everspire do not receive additional compensation for recommending clients to Everspire’s Wrap Fee Program. E6 Portfolios’ Wrap Fee Programs Everspire’s advisors can also recommend separate affiliated wrap fee programs managed and sponsored by the Firm’s affiliated adviser, E6 Portfolios. These wrap fee programs are separate and distinct from the program managed directly by Everspire. The Firm would only recommend the wrap fee programs managed by E6 Portfolios (affiliated adviser) when it is in the best interest of the client. Due to the different fee structures between the Everspire sponsored wrap fee program and those sponsored by E6 Portfolios, Everspire’s advisors face a conflict of interest when deciding which wrap fee program(s) to recommend to their wealth management clients. Everspire recognizes that at times the Firm or its affiliated entities would earn more revenue by recommending one wrap fee program over another. This creates an incentive for Everspire to recommend a wrap fee

program based on the compensation received, rather than on a client’s needs and their best interests. The Firm mitigates this conflict by supervising the wrap fee programs recommended by its advisors and discloses this to clients in this Form ADV Brochure. Investment Discretion Everspire clients may or may not grant the firm discretionary trading authority and they should consult their advisory agreement to determine whether discretion is granted. Clients who do grant Everspire discretion give the firm authority to buy and sell publicly traded investments on behalf of the client in order to implement the investment model and risk score agreed upon with their advisor (see Item 16). In their agreements executed with the qualified custodian, the client authorizes the custodian to follow Everspire’s instructions concerning trading and other investment activity in the account on behalf of the client. Clients who participate in the Everspire Wrap Fee Program are required to grant Everspire discretionary trading authority . Please see the Everspire Wrap Fee Brochure and Client Fee Agreement for more information. Clients may impose reasonable restrictions on the management of their Account and must communicate these restrictions to Everspire in writing. Everspire primarily allocates assets in mutual funds and ETFs and cannot guarantee that a security a client wishes to exclude is not held in a mutual fund that is owned by a Client. Rollover Recommendations As part of our wealth management services, Everspire may recommend that Clients withdraw the assets from their employer’s retirement plan and roll the assets over to an individual retirement account (“IRA”) that the Firm will manage on the Client’s behalf. If Clients elect to roll the assets to an IRA that is managed by Everspire, we will charge an asset-based fee as set forth in the agreement the Client executed with our Firm. This is a conflict of interest because Everspire has an incentive to recommend a rollover for the purpose of generating fee-based compensation rather than solely based on the Client’s needs. Clients are under no obligation to complete the rollover and/or have the assets in an IRA managed by Everspire. Many employers permit former employees to keep their retirement assets in their company plan. Also, current employees can sometimes transfer assets out of their company plan before they retire or change jobs. In determining whether to complete the rollover to an IRA, Clients should consider the costs and benefits of: (1) Leaving the assets in their employer’s (or former employer’s) plan; (2) moving the funds to a new employer’s retirement plan; 3) cashing out and taking a taxable distribution from the plan; and/or (4) rolling the funds into an IRA rollover account. Each of these options has advantages and disadvantages. Clients should speak with their CPA and/or tax attorney before making a change. Everspire’s recommendations may include any of these options, depending on what we determine is in your best interest. Everspire is held to the fiduciary duty standard under the Investment Advisers Act of 1940. Additionally, when we provide advice regarding a retirement plan account or an individual retirement account, we are also 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. As a fiduciary, Everspire is required to document the reason(s) for why the recommendation we made is in the Client’s best interest. Selection of Other Investment Advisers In some cases, Everspire recommends other investment advisers to assist in managing Client assets when it is in the Client’s best interest. The services provided by the third-party investment advisers can be arranged in either a sub-advisory capacity or through a direct relationship between Everspire’s clients and the third-party adviser. The investment advisers recommended by Everspire include E6 Portfolios, an affiliated entity of the Firm as well as other non-affiliated third party investment advisers. For more information about Everspire’s affiliation with E6 Portfolios and the associated conflict, please see Item 10 of this Brochure. Everspire’s discretionary authority to select and appoint other investment advisers is subject to the terms of each client’s advisory agreement. The specific terms and conditions under which a client engages a third- party investment adviser can also be found in the client’s written agreement with the third party. In addition to Everspire’s Part 2A Brochure, clients may also receive the written disclosure documents of the third-party investment adviser they engage. Consistent with its fiduciary duty to clients, Everspire conducts due diligence for each recommended third party investment adviser. The Firm evaluation can include a review of the investment adviser’s disclosure documents, documents provided by the adviser, and third-party evaluations and analyses of the adviser if Everspire considers the third-party evaluator to be reputable. Termination Everspire or the client may end the advisory relationship at any time without penalty or fee by giving written notice to the other party. Clients should review their Advisory Agreement for further details. Clients enter into relationships with the account custodian directly and should review their agreement with the custodian for conditions related to terminating the agreement (such as transfer-out fees).