SCM was established in January 2014 by John Morris and John McKee. Mr. Morris is Managing Member for the firm. Portfolio Management Services SCM has four main areas of business: Wealth Management, Socially Responsible Investing, 401(k) plans, and Event Driven Strategies. In Wealth Management services, SCM is dedicated to working with our clients to create a well- balanced portfolio based upon their risk tolerance and investment objectives. These portfolios generally contain a broad and diversified portfolio of stocks, bonds and other securities. In addition, SCM provides Asset Protection Strategies to its clients. Asset protection is defined as the safeguarding of wealth and assets from legal attack. We work with the top law firms in the nation to protect these assets from threats, such as aggressive litigants and predatory creditors, and preserve the assets for the benefit of our clients. SCM does not provide legal or tax advice to clients. Socially Responsible Investing refers to investment and money management activities undertaken according to certain social values or in addition to purely financial considerations. The standard argument for socially screened investing is simple: It allows people to avoid investing their money in companies whose products or behavior they find objectionable. SCM maintains an extensive data base of over 160 Socially Conscious funds that are continuously monitored. It is our goal to assist our clients to incorporate their social ideals into their investment portfolio without sacrificing returns. SCM serves as financial advisor to 401(k) plans. In this role, we partner with employers and Third- Party Administrators (“TPA”) to provide a diversified selection of quality investments within the plan, helping meet both employees’ need for investment selection, and the employer’s fiduciary duties. In Event Driven strategies, SCM focuses on corporate events and capital reformations that may provide investment

opportunities for our clients, primarily Secondary Public Offerings (“SPO”). When a public company announces a change in their capital structure, this subsequently may present an opportunity to exploit momentary pricing inefficiencies. Event Driven Strategies should be considered a form of alternative investment, with unique risks – please refer to details under Item 8. Clients grant trading authority, which authorizes SCM to make purchase and sell decisions for their accounts through the Advisory Services Agreement, consistent with SCM’s strategy and discipline. SCM will comply with a client’s reasonable investment restrictions so long as the core investment strategy is not materially changed or compromised by the proposed restrictions. We use a third-party platform to facilitate management of held away assets such as defined contribution plan participant accounts, with discretion. The platform allows us to avoid being considered to have custody of Client funds since we do not have direct access to Client log-in credentials to affect trades. We are not affiliated with the platform in any way and receive no compensation from them for using their platform. A link will be provided to the Client allowing them to connect an account(s) to the platform. Once Client account(s) is connected to the platform, Adviser will review the current account allocations. When deemed necessary, Adviser will rebalance the account considering client investment goals and risk tolerance, and any change in allocations will consider current economic and market trends. The goal is to improve account performance over time, minimize loss during difficult markets, and manage internal fees that harm account performance. Client account(s) will be reviewed at least quarterly and allocation changes will be made as deemed necessary. As of 1/31/2024, SCM had approximately $48,831,521 in assets under management on a discretionary basis. SCM has no non-discretionary assets under management.