Ullmann Wealth Partners Group, LLC is an investment adviser registered with the United States Securities and Exchange Commission and based in Jacksonville Beach, Florida. Ullmann Wealth Partners Group, LLC acquired the investment advisory business of Ullmann Wealth Partners, which has been providing investment advisory services since 2002. Ullmann Wealth Partners Group, LLC is managed by Glenn Ullmann, Brian James, Patrick Kilbane, Carrie King, and Caitlin Frederick (“Ullmann Wealth Partners Group, LLC Principals”), pursuant to a management agreement between ODYF LLC and Ullmann Wealth Partners Group, LLC. The Ullmann Wealth Partners Group, LLC Principals serve as officers of Ullmann Wealth Partners Group, LLC and are responsible for the management, supervision and oversight of Ullmann Wealth Partners Group, LLC. Ullmann Wealth Partners Group is part of the Focus Financial Partners, LLC (“Focus LLC”) partnership. Specifically, Ullmann Wealth Partners Group is a wholly-owned indirect subsidiary of Focus LLC. Ferdinand FFP Acquisition, LLC is the sole managing member of Focus LLC. Ultimate governance of Focus LLC is conducted through the board of directors at Ferdinand FFP Ultimate Holdings, LP. Focus LLC is majority-owned, indirectly and collectively, by investment vehicles affiliated with Clayton, Dubilier & Rice, LLC (“CD&R”). Investment vehicles affiliated with Stone Point Capital LLC (“Stone Point”) are indirect owners of Focus LLC. Because Ullmann Wealth Partners Group is an indirect, wholly-owned subsidiary of Focus LLC, CD&R and Stone Point investment vehicles are indirect owners of Ullmann Wealth Partners Group. Focus LLC also owns other registered investment advisers, broker-dealers, pension consultants, insurance firms, business managers and other firms (the “Focus Partners”), most of which provide wealth management, benefit consulting and investment consulting services to individuals, families, employers, and institutions. Some Focus Partners also manage or advise limited partnerships, private funds, or investment companies as disclosed on their respective Form ADVs. We offer three main services summarized below: 1. Wealth Management Services for Individuals and Families: Our Wealth Management Services consist of Investment Management, Advanced Planning and Relationship Management Services. We have provided additional information on these services below. The cornerstone of our Wealth Management Services involve a series of action steps named the 360 Financial Discipline Process, which are designed to determine your life goals and financial objectives. We provide Investment Management Services based on your individual investment objectives and risk tolerance with the goal of achieving a rate of return on the assets we manage to satisfy your financial goals. Our Advanced Planning Services seek to address the following areas: (a) Wealth Enhancement (increasing your cash flow, decreasing your taxes and decreasing your debt), (b) Wealth Protection (Property and Casualty decisions, titling decisions and protecting your assets), (c) Wealth Transfer (Working with your estate attorney to efficiently transfer assets that you have built to the next generation/charities) and (d) Charitable Giving (making charitable gifts as tax effective as possible). We designed our Relationship Management Services to coordinate and consult, for your benefit, with other financial professionals in disciplines that may include but are not limited to tax, estate planning, insurance and banking. 2. Divorce Advisory Services: We offer Divorce Advisory Services where we use a customized process for high net worth individuals designed with a goal of maximizing the chances of achieving the best possible outcome for clients going through a divorce. By using a network of divorce attorneys, financial professionals, and a team of compassionate specialists, we help guide our clients at every step on this often difficult journey. We also provide expert testimony as needed at the request of our clients. 3. Education: Our goal is to teach clients how to achieve greater abundance, live a more balanced life and increase knowledge continuously through our published books, such as, Landing a Smooth Retirement and Move Forward Confidently. We also offer periodic monthly newsletters as well as complimentary learning workshops on a variety of subjects throughout the year. The following paragraphs describe our services and fees. Please refer to the description of each investment advisory service listed below for information on how we tailor our advisory services to your individual needs. The 360 Financial Discipline Process As an integral part of our Wealth Management Services, our Advanced Planning and Relationship Management Services typically involve providing a variety of services to clients regarding the management of their financial resources based on an analysis of their individual needs. We utilize The TM 360 Financial Discipline Process , a customized six-step process we have developed as described below. Step 1: Focal Point Interview: An IAR of our firm will conduct a complimentary Focal Point Interview. During the Focal Point Interview, we will discuss seven major areas: Your values, your goals, your family/close friends, your current professional team (CPA, estate attorney, insurance agent, investment manager), your interests, your current assets, and the level of involvement you desire in the wealth management process. Step 2: Life Map Presentation/Investment Overview: Using the information we collect in response to questions we pose to you in Step 1, we build a visual Life Map focusing on the areas outlined in Step 1 above. In addition, using account statements and tax returns provided in our first meeting, we create a high level Executive Summary to identify any gaps in your current situation. At the end of Step 2, having identified potential strengths and weaknesses in your current plan, we will offer our thoughts on whether we believe that we can help improve those weaknesses now and into the future. Step 3: Mutual Commitment Meeting. We will answer any further questions you may have and we will discuss our Wealth Management agreement and fee schedule. Once you have executed the agreement, we will proceed with requesting additional documents such as written permission to interface with your other professional advisors, which will enable us to create your Abundant Life /Wealth Management Plan. Step 4: The Abundant Life /Wealth Management Plan. During Step 4, we will meet with you (generally within four weeks of Step 3) to create and present a multi-layered wealth management plan addressing all of your Investment Management, Advanced Planning and Relationship Management goals. Step 5: The Life Plan Engagement: During Step 5, once you have established your account(s) at National Financial Services LLC or Fidelity Brokerage Services LLC (together with all affiliates, “Fidelity”)1 and have authorized us to manage your account, we will meet with you to explain account statements, ensure your access to online statements and documents and begin to check off the item in your Advanced Planning Chart, found in your Abundant LifeTM/Wealth Management Plan. 1 Under certain circumstances, we may permit clients to establish an account with an alternative qualified custodian. For more information regarding Fidelity, please see Item 12 of this brochure. Step 6: The Financial Progress Report: One of our IARs will periodically meet with you to evaluate the elements of your plan and measure specific goals and milestones. During these meetings, we will also present your Financial Progress ReportTM, which measures your current assets compared to year-end goals. Divorce Advisory Services Our Divorce Advisory Services are designed to protect client's financial assets before, during, and after a divorce. Divorce advisory services are provided by our team of Certified Divorce Financial Analysts® (CDFATM), advisors, our on-staff legal consultant, and financial planners. These services are rendered in 5 stages as described below. Stage 1 (Envision): We hold an interview to learn about the prospective client's values, goals, interests, family, current advisors, and current status of the divorce proceedings. If you decide to engage our firm, we then collect the information we need to help you envision your future. Stage 2 (Strategy): We regroup with a comprehensive financial strategy which specifically covers day-to-day budgets and cash flow, long range investment options, liability protection, and legacy. We help you and your attorney prepare necessary financial affidavits, and prepare potential settlement scenarios. Stage 3 (Mediation): In conjunction with your lawyer, we develop a game plan beforehand, participate in mediation, and review potential settlement outcomes. Stage 4 (Activation): In Stage 4, which occurs after the divorce is finalized, we will assist you in changing accounts and policies (considering any tax issues) and help ensure that wills, trusts, and beneficiary designations are updated. We also complete open items in your Abundant Life /Wealth Management Plan during this step. Stage 5 (Monitor): We monitor the plan's performance, measuring specific goals, milestones, and key metrics against current data to create a comprehensive Financial Progress Report. In most cases, Divorce Advisory clients also engage our firm to provide Wealth Management Services; however, in our discretion, in select cases, we may only provide Divorce Advisory Services on a consultative basis. TM We base our recommendations throughout the 360 Financial Discipline Process and Divorce Advisory Services

on the client's financial situation and on financial information disclosed by the client. We cannot offer any guarantees or promises that your financial goals and objectives will be met. As your financial situation, goals, objectives or needs change, you must notify us promptly. External Managers We also offer externally managed accounts. If you engage us to provide services through an unaffiliated investment adviser (“External Manager”), such as Bernardi Asset Management and Vanguard Personalized Indexing Management, LLC, we will be unable to negotiate commissions and transaction fees. The External Manager will typically determine the broker-dealer though which transactions must be effected, and will be responsible for negotiating transaction fees and commissions charged to your account, subject to their fiduciary duty. You may pay higher commissions, transaction costs or spreads and receive less favorable prices on transactions for your account then if we were responsible for trading. Higher transaction costs adversely impact account performance. When we allocate client assets to External Managers, we, the client-facing adviser, are typically responsible for assessing the client’s needs, communicating with the client, allocating (or recommending the allocation of) the client’s assets and conducting due diligence and monitoring of the client’s investments, while the External Manager is responsible for managing certain of the client’s assets that we allocate to them in a manner consistent with the manager’s stated investment strategies and in accordance with the guidelines we provide. We have a business arrangement with SCS Capital Management LLC (“SCS”), who is an indirect, wholly-owned subsidiary of Focus LLC, under which certain clients of Ullmann Wealth Partners have the option of investing in certain private investment vehicles managed by SCS. Ullmann Wealth Partners is an affiliate of SCS by virtue of being commonly controlled by Focus LLC. Please see Items 5, 10, and 11 of this Brochure for further details. Stand Alone Consulting Services In rare instances, we may also provide consulting related services on a project, monthly, quarterly, semi-annual or annual basis, depending on the client's individual needs. We agree on the frequency of the services provided in advance and detail them in the signed agreement for services. Services may include, but are not limited to Divorce Advisory Services, a review of your existing portfolio with asset allocation recommendations, a review and evaluation of recommendations made by other advisory professionals for suitability, portfolio monitoring services, or expert witness testimony. Consulting Services for Wealth Management Services Clients through Mutual Securities, Inc. We provide investment consulting services to certain of our clients who maintain securities products, particularly variable annuities, in accounts at Mutual Securities, Inc. that have provided written consent to Mutual Securities, Inc. to share information with us. Our clients do not directly compensate us for these services, but Mutual Securities, Inc. pays us a fee based on our clients’ Assets Under Management on their platform who have consented to this arrangement. The consulting fee is calculated based on the Assets Under Management as of the end of a calendar quarter period multiplied by the annualized rate of 60 basis points. The initial fee is paid only after the completion of one full calendar quarter period following the date of the executed agreement with Mutual Securities, Inc. This arrangement does not include our assuming discretionary authority over our clients’ brokerage accounts or securities held with Mutual Securities, Inc. Instead, our services may include a general review of a client’s investment holdings and we may render advice on the performance of their securities or accounts generally, and the allocation of variable annuity subaccounts as well as advice on guaranteed benefits under the existing contracts. This relationship presents conflicts of interest because we stand to receive additional compensation from Mutual Securities, Inc. that we would not otherwise be entitled to receive if you did not appoint us to provide advice on your account. We mitigate this conflict of interest by disclosing it to you. We also note that client fees for holding variable annuities are not increased under this arrangement with Mutual Securities, Inc. Newsletters and Market Commentary We also provide periodic newsletters covering general market commentary and other general topics as well as periodic educational seminars on a complimentary basis. Investment Management We provide ongoing management of your assets. Based on your Abundant LifeTM/Wealth Management Plan and other information obtained throughout the 360 Financial Discipline ProcessTM, including discussions that we have regarding, among other things, investment objective, risk tolerance, life values, goals, investment time horizon, and overall financial situation, we construct a portfolio of investments for you. This portfolio may consist of mutual funds, exchange traded funds (“ETFs”),equities, options, debt securities, and other investments. Each portfolio is designed to meet your individual needs, stated goals and objectives. In certain instances, we may recommend or use our discretion to select an External Manager to manage all or a portion of your assets. You will receive execution, clearing and custodial services through an independent custodian. Fiduciary Status Acknowledgment When we provide 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. Types of Investments We primarily offer advice on mutual funds and ETFs. As discussed above, we also offer Externally Managed Accounts. However, we may advise you on any type of investment that we deem appropriate based on your stated goals and objectives. We permit clients to retain investments held prior to our engagement and may also provide advice on these investments. Clients may place reasonable restrictions on our ability to invest in specific securities or types of securities held in their accounts. From time to time, you may request or we may recommend that you invest in a fee-based annuity. These products are “no load”—meaning we do not receive commissions when you purchase them. Instead, we agree with clients to a management fee to manage/oversee these contracts. This fee is documented in the account opening paperwork. This fee is paid directly out of the assets in the contract. We may agree to a different fee for managing this product instead of the fee we charge you for managing your other assets. The fees charged by the insurance company are described in the prospectus and contract. The assets are held by the insurance company and not Fidelity. Our management of these products are limited in some respects. We are only able to select investments that are available through the contract and may only be able to select percentage allocations to products as opposed to entering specific orders. As part of the application we choose a systematic rebalancing to be done by the insurance carrier. The underlying investments and index allocations are monitored on an ongoing basis. The client should review the prospectus carefully before investing. We may invest clients in mutual funds issued by Dimensional Fund Advisors (“DFA”), which are generally only available through registered investment advisers. If you terminate our services, you may be restricted in where you transfer your account and you may be required to sell your holdings if your new financial advisor does not have a relationship with DFA, which could result in tax consequences. We also may make available Quovo, which is an account aggregation service. In doing so, you may be able to view a consolidated report of all of your assets, including ones that we do not manage (the “Excluded Assets”). We are not responsible for the investment performance of the Excluded Assets. UPTIQ We offer clients the option of obtaining certain financial solutions from unaffiliated third-party financial institutions through UPTIQ Treasury & Credit Solutions, LLC (together with UPTIQ, Inc. and its affiliates, “UPTIQ”). Focus Financial Partners, LLC (“Focus”) is a minority investor in UPTIQ, Inc. UPTIQ is compensated by sharing in the revenue earned by such third-party financial institutions for serving our clients. Although the revenue paid to UPTIQ benefits UPTIQ Inc.’s investors, including Focus, our parent company, no Focus affiliate will receive any compensation from UPTIQ that is attributable to our clients’ transactions. Further information on this conflict of interest is available in Item 10 of this Brochure. Focus Risk Solutions We help our clients obtain certain insurance solutions from unaffiliated, third-party insurance brokers by introducing clients to our affiliate, Focus Risk Solutions, LLC (“FRS”), a wholly owned subsidiary of our parent company, Focus LLC. Please see Items 5 and 10 for a fuller discussion of this service and other important information. Assets Under Management As of January 1, 2024, we managed $867,610,164 in client assets on a discretionary basis and $9,506,839 in client assets on a non-discretionary basis.