Firm Description Timberchase Financial, LLC was founded in 2004 by Bryan Hancock. Timberchase Trust, which is controlled by Bryan Hancock, and James Tyler Moore own Timberchase Financial, LLC. Timberchase is strictly a fee-only firm. The firm is not formally affiliated with entities that sell financial products or securities. No commissions in any form are accepted for work related to existing clients. Clients pay the firm directly for work performed on the client’s behalf. Timberchase provides personalized, financial planning and investment management services to individuals and occasionally to trusts, estates, charitable organizations, and small businesses. The firm does not sell annuities, insurance, stocks, bonds, mutual funds, limited partnerships, or other commissioned products. Timberchase does not act as a custodian of client assets. The client always maintains asset control. When Timberchase provides 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. Other professionals (e.g., lawyers, accountants, insurance agents, etc.) are engaged directly by the client on an as-needed basis. Conflicts of interest will be disclosed to the client in the event they become known. Types of Advisory Services Timberchase provides both financial planning and investment management services. Timberchase’s financial planning services consist of developing a financial plan to meet a client’s financial situation and stated objectives and are provided as a part of the engagement that also includes investment management services. When performing its’ investment management services, Timberchase places trades for clients under a limited power of attorney, or other authorized access using discretionary authority granted by the client to Timberchase; meaning clients provide Timberchase with the authority to determine, without obtaining specific client consent, the securities to be bought or sold, and the amount of the securities to be bought or sold in the client’s account(s). Clients may impose restrictions on investing in certain securities or types of securities. Additionally, as part of Asset Management, the firm will

advise individual clients on how to allocate their 401ks in context of their overall investment plan. When advising on these accounts, Timberchase is limited to the plan’s selections and limitations and typically will not make disbursements or withdrawals from these accounts. Types of Agreements Advisory Service Agreement An Advisory Service Agreement includes both financial planning services as requested by the client and ongoing investment management oversight. In these engagements, major aspects of the client’s financial affairs are reviewed. Timberchase may address among other areas for a client; a client’s present financial position, tax and cash-flow management, investment allocation, retirement planning, insurance needs analysis, business planning, education planning, estate planning and other areas of financial concern as requested by client. As goals and objectives change over time, suggestions are made and implemented on an ongoing basis. Timberchase also provides ongoing investment management oversight to clients’ cash and securities held in an account at an independent qualified custodian. Timberchase places trades in these accounts on behalf of clients under a limited power of attorney, or other authorized access using discretionary authority; meaning the firm has the authority to place trades in a client’s account without prior consent by the client. The scope of work and fee for an Advisory Service Agreement is provided to the client in writing prior to the start of the relationship. Termination of Agreement Although the Advisory Service Agreement is an ongoing agreement, the length of service to the client is at the client’s discretion. A client, as well as Timberchase, may terminate an agreement at any time by notifying the other party in writing with at least 30 days’ notice. If a client does not receive a Brochure at least 48 hours prior to entering into an advisory agreement, the client has a right to terminate the contract without penalty or fee within five business days after entering into an agreement. Otherwise, if the client made an advance payment, Timberchase will refund any unearned portion of the advance payment to client upon termination. The portfolio value at the completion of the prior full billing quarter is used as the basis for the fee computation, adjusted for the number of days during the billing quarter prior to termination. Assets Under Management: As of December 31, 2022, Timberchase managed approximately $155,816,264 in assets on a discretionary basis for 101 clients.