McBride Financial Advisors, LLC, (hereafter referred to as “McBride Financial”), was established in 1998 by Michael J. McBride, who remains as Principal and Owner. McBride Financial Advisors, LLC was registered as an investment advisor in 2001. He currently has over thirty years planning and investing experience. Our firm provides comprehensive fee-based wealth management services to corporate executives, professionals, business owners and other affluent clients. We utilize a team approach, working with clients and other professionals, including CPAs and attorneys, to analyze and plan a client’s investment portfolio, estate plan, cash flow, income taxes, and retirement. Recommendations are based solely on the clients’ specific needs, circumstances and goals. Our mission is to partner with clients to establish and achieve financial goals through objective planning and management of investment assets. Our purpose is to help build, manage and preserve wealth. We put our clients’ interest first, act with integrity and honesty, and strive for excellence in every facet of our practice. Our success is not measured by performance statistics, but by our clients’ success in achieving their goals. Client Services McBride Financial provides clients with financial planning, investment and non-investment consulting (insurance, estate planning and tax planning), and investment management services. Clients typically contract with us to provide initial and ongoing financial planning and investment management services on a fee-only basis. All services are tailored to fit the individual needs of each client. We assist clients as follows: Analyze Current Situation – Review current financial situation to identify needs and goals. Develop Asset Allocation – Enable clients to have an understanding of their tolerance for risk, tax situation, time horizon, and cash flow needs. Help clients define their investment goals and allocate assets among different asset classes and various investment styles in order to minimize risk and optimize return. Formalize Investment Plan – Develop a written investment policy statement and asset allocation model detailing investment strategy and guidelines consistent with client’s goals and risk tolerance. Implementation – Help clients select investment products and implement investment plan. We primarily implement investment recommendations with mutual funds, exchange-traded

funds and other types of managed investments (collectively, “Funds”). McBride Financial may use third party money managers for a portion of the client’s portfolio. McBride Financial may determine that a client’s portfolio is suited for a third party money manager, and recommend an appropriate money manager. The third party manager will have discretionary authority over the portion of client’s assets under management. Third party managers provide services for an additional fee. Fees are based on factors such as manager selected, account size, and investment strategy. Our fees are separate from fees charged by third party money managers. If a third party manager is used, client will sign a separate contract and disclosure documents. Monitoring and Supervision – Provide ongoing advice regarding selection of investments and changes to the asset allocation, when appropriate. Quarterly performance reports are provided to clients, as well as monthly account statements from the custodian, Charles Schwab & Co., Inc.. Our firm provides review, analysis, and monitoring of investments including performance and costs. Personal Financial Consulting – McBride Financial also provides personal financial consulting to clients upon request. This typically includes analysis of net worth, cash flow projections, retirement planning, education savings and estate planning, as well as advice about real estate and insurance. All reports, statement projections and analyses are intended exclusively for use in the development and execution of a client’s financial plan. Statements are not considered complete financial statements. Clients should understand that such documents cannot be used to obtain credit or for purposes other than developing their personal financial plan. There will likely be differences between projected and actual results, as events and circumstances usually do not occur as expected and such differences may be material. Analyses are highly dependent on certain economic assumptions clients must make about the future. Projections for returns are based on long-term historical average rates for all asset classes. Another important factor in the calculation of returns is the effect of inflation and tax rates. As of 12/31/2023, McBride Financial Advisors, LLC manages total assets of $151,000,000.00 on a non- discretionary basis. We currently do not manage discretionary accounts.