Peachtree Wealth Advisors, Inc. (hereinto referred to as “PWA”), founded in 2004 by principals Jonathan Lindvig and David Frank, provides customized investment advisory services to clients in connection with establishing and monitoring of client investment objectives, risk tolerance, asset allocation goals and time horizon. Clients have the opportunity to place reasonable restrictions or constraints on the way their account is managed; however, such restrictions may affect the composition and performance of an individual client's portfolio. For these reasons, performance of the portfolio may not be identical with the average client at PWA. Asset Management As a part of advisory services, PWA may prepare a written financial plan and provide professional consultation as appropriate. Financial plans are based on information provided by the client. Client assumes full responsibility for implementation of the plan. All fees will be agreed upon prior to services being rendered. The services provided may include but would not be limited to the following: Retirement Planning Analysis Preparation of Annual Net Worth Statement Preparation of Cash Flow Statement Education Planning Performance Reporting Review of Current Investments Insurance Analysis and Planning PWA may internally manage assets or recommend the third party asset management services of a third party money manager, who may provide ongoing portfolio management services for some of our clients. PWA offers these services based on the individual goals, objectives, time horizon, and risk tolerance of each client. If it is determined that the portfolio management services offered by a third party asset manager are in the best interest of the client, PWA will utilize the third party money manager to manage the client assets. Pension Consulting Services PWA provides pension consulting services

separately or in combination. These services may include: Plan Design, Designing the Investment Lineup, Administration of the Plan, Service, Education or Fiduciary Support. We will meet with the client to discuss the major plan goals, identify the key employees, options for contributions and income tax considerations. PWA will determine an appropriate investment strategy that reflects the plan sponsor's stated investment objectives for management of the overall plan. PWA will design an investment lineup that meets the plan sponsor’s goals and objectives and will monitor the investments for potential changes. Company-Sponsored Retirement Plan Consulting Services PWA provides company-sponsored retirement plan consulting services (hereinafter called “retirement plan consulting services”). These services may include plan design, investment lineup selection and monitoring, plan administration support, education, co-fiduciary support, and benchmarking. We will meet with the client to discuss the major plan goals, identify key employees, evaluate employer contribution options, and analyze income tax considerations. PWA will assist with the development of an appropriate investment strategy that reflects the plan sponsor’s stated investment objectives for management of the plan. PWA will design an investment lineup that meets the plan sponsor’s goals and objectives and will monitor the investments for potential changes. As of March 5, 2024 PWA assets under management total $275,580,219. Financial advisors at PWA are also registered representatives of Arkadios Capital, a broker-dealer registered with FINRA. Accounts utilizing Arkadios Capital as broker-dealer facilitate transactions on a commission basis and are not included in the PWA advisory business assets under management. PWA manages all accounts in the same manner regardless of the account type.