Item 5 Additional Compensation ...........................................................................................................13 Item 6 Supervision ......................................................................................................................................13 Brochure Supplement (Part 2B of Form ADV) .......................................................................... 15 Supervised Person Brochure .......................................................................................................... 15 Joshua M. Pratt, CLTC .................................................................................................................................15 Item 2 Educational Background and Business Experience .........................................................15 Professional Certifications .......................................................................................................................15 Item 3 Disciplinary Information ............................................................................................................15 Item 5 Additional Compensation ...........................................................................................................16 Item 6 Supervision ......................................................................................................................................16 Brochure Supplement (Part 2B of Form ADV) .......................................................................... 18 Supervised Person Brochure .......................................................................................................... 18 Mark A. Wolter ..............................................................................................................................................18 Item 2 Educational Background and Business Experience .........................................................18 Item 3 Disciplinary Information ............................................................................................................18 vi Item 5 Additional Compensation ...........................................................................................................18 Item 6 Supervision ......................................................................................................................................18 Brochure Supplement (Part 2B of Form ADV) .......................................................................... 20 Supervised Person Brochure .......................................................................................................... 20 Rachel L. Hook ...............................................................................................................................................20 Item 2 Educational Background and Business Experience .........................................................20 Item 3 Disciplinary Information ............................................................................................................20 Item 5 Additional Compensation ...........................................................................................................20

Item 6 Supervision ......................................................................................................................................20 Firm Description Beacon Wealth Advisors, LLC, (“BWA”) was founded in 2014. The firm is owned by Managing Members Chris C. Morgan, Mark A. Wolter and Joshua Pratt. BWA provides personalized confidential financial planning to individuals, high net worth individuals and small businesses, profit sharing and pension plans, state or government entities. Advice is provided through consultation with the client and may include: determination of financial objectives, identification of financial problems, cash flow management, portfolio analysis, tax planning, insurance review, investment management, education funding, retirement planning, and estate conservation. Each client’s situation will determine the investment recommendation and may vary from client to client. BWA does not require a minimum account size to offer its services. BWA is a fee based financial planning and investment management firm. The firm does not sell annuities, insurance, stocks, bonds, mutual funds, limited partnerships, or other commissioned products. The firm’s members are affiliated with entities that sell financial and insurance products. BWA does not act as a custodian of client assets. An evaluation of each client's initial situation is provided to the client, often in the form of a net worth statement, risk analysis or similar document. Periodic reviews are also communicated to provide reminders of the specific courses of action that need to be taken. More frequent reviews occur but are not necessarily communicated to the client unless immediate changes are recommended. Other professionals (e.g., lawyers, accountants, tax preparers, insurance agents, etc.) are engaged directly by the client on an as-needed basis and may charge fees of their own. For example, tax preparation and to the extent your estate plan needs to be updated, the tax preparer and/or attorney will bill the client separately. Conflicts of interest will be disclosed to the client in the event they should occur. Types of Advisory Services ASSET MANAGEMENT AS A WRAP PROGRAM BWA offers discretionary direct asset management services to advisory clients as a Wrap Fee Program. These services are described in detail in Form ADV Part 2, Appendix 1. FINANCIAL PLANNING AND CONSULTING Comprehensive List of Planning Services offered may include: Goals Based Plan ($1000 dollar value), retirement planning, education planning, estate conservation, tax planning, insurance analysis, portfolio analysis and optimization, company stock option analysis, qualified plan beneficiary planning, retirement plan asset allocation, inter-generational wealth transfers, and a quarterly newsletter. BWA offers the following models of planning and consulting services: A La Carte Consulting A La Carte Consulting services are available for individuals who require only occasional consulting. Services may include 401(k) guidance, retirement planning, investment planning, divorce planning, budget planning, debt management planning, college/education planning, personal financial planning, business exit planning, estate planning, tax planning, cash flow analysis, insurance planning and major purchase planning. Goals-Based Plan After discussing the client’s goals, a physical financial plan or “Goals-Based Plan” is compiled and given to the client to discuss those goals; where they are in relation to achieving the goals; and what types of additional capital, risk or investments are needed to be help achieve those goals. This may include creating a plan for the client’s retirement or education needs, analysis of the client’s household budget in today’s dollars, analysis of client’s household balance sheet comparing three goal funding levels: Necessary, Target and Aspirational; with year by year analysis of client’s cash flows during household retirement. Goals-Based Plans and/or A La Carte consultations will be completed and delivered inside of thirty (30) days. Clients may terminate their account within five business days of signing the financial planning agreement with no obligation and the 50% payment will be returned to the client. For terminations after the initial five business days, BWA will be entitled to any earned fees and will be entitled to a pro-rata payment based on the work completed. Client Tailored Services and Client Imposed Restrictions The goals and objectives for each client are documented in our client files. Investment strategies are created that reflect the stated goals and objective. Clients may impose restrictions on investing in certain securities or types of securities. Agreements may not be assigned without client consent. Wrap Fee Programs BWA is the sponsor of a wrap fee program. BWA has prepared a Wrap Fee Brochure which will be given to all clients placed in the wrap fee program. Client Assets under Management As of December 31, 2022, BWA had approximately $136,800,000 in client assets under management on a discretionary basis and no client assets under management on a non- discretionary basis.