Revolution Partners seeks to leverage current research and build systems to support goals- based wealth management. The Firm works closely with clients to determine appropriate allocations within client portfolios. Based on the principle of diversification, the Firm may utilize professional money managers to manage investments within the various allocations. Alternately, the Firm may utilize investments selected by the Investment Committee of Revolution Partners in accordance with the Firm’s policies and procedures. All investments selected follow the same allocation methodology whether or not outside money managers are utilized. Revolution Partners then tracks the investments daily, provides periodic reviews to show progress towards specific goals and discusses adjustments as needed with the client. Revolution Partners offers a variety of advisory services, which include financial planning, pension consulting and investment management services. Prior to the rendering of any of the foregoing advisory services, clients are required to enter into one or more written agreements with Revolution Partners setting forth the relevant terms and conditions of the advisory relationship (the “Agreement”). Revolution Partners provides pension consulting services to companies. Generally, the firm acts as an ERISA 3(38) fiduciary, providing investment services to the sponsor and the participant. Participant level advice is done under a separate participant acknowledgement and disclosure agreement. Revolution Partners may act as an ERISA 3(21) fiduciary, providing investment services to the sponsor. The Firm may also provide the sponsor with non-fiduciary advice. Revolution Partners has been an independent registered investment adviser since February 27, 2014 and is principally owned by P. Brian Fowler. Revolution Partners had approximately $98,717,000 of regulatory assets under management as of December 31, 2023. $91,386,000 of these assets are managed on a discretionary basis, and $7,331,000 are managed on a non- discretionary basis. The discretionary assets include $30,599,000 in ERISA 3(38) fiduciary assets. The Firm generally requests discretionary authority, including discretion to retain professional money managers. Revolution Partners works with clients on comprehensively evaluating their investment portfolios using technology that enables the Firm to aggregate assets at other custodians and broker dealers upon request. Revolution Partners is not a broker dealer and does not accept commissions. Therefore, aggregating outside investments additionally facilitates Revolution Partners serving as agent of record on certain account types such as 529 plans and variable annuities held away. The Firm may advise on these account types held at Vanguard, American Funds, Hartford and Fidelity, among others. As of December 31, 2023, the Firm aggregated approximately $31,466,000 from outside sources, bringing the Firm’s total assets under advisement to approximately $130,183,000. While this brochure generally describes the business of Revolution Partners, certain sections also discuss the activities of its Supervised Persons, which refer to the Firm’s officers, partners, directors (or other persons occupying a similar status or performing similar functions), employees or any other person who provides investment advice on Revolution Partners’ behalf and is subject to the Firm’s supervision or control. Financial Planning Services Revolution Partners offers clients a range of financial planning services, which may include any or all of the following functions:
• Business Planning • Financial Reporting
• Cash Flow Forecasting • Investment Consulting
• Asset Allocation • Insurance Needs Analysis
• Retirement Planning • Retirement Plan Analysis
• Tax and Estate Planning • Charitable Giving While each of these services may be available on a stand-alone basis, certain of them are also provided in conjunction with investment portfolio management as part of a foundational planning agreement included in the investment management services engagement (as described below). This foundational planning is designed to address the client’s lifestyle expectations in retirement. In performing financial planning services, Revolution Partners is not required to verify any information received from the client, from the client’s other professionals (e.g., attorneys, accountants, etc.) or from third-party data providers (e.g., data aggregation services, market data services, etc.) and is expressly authorized to rely on such information. Revolution Partners may recommend the services of itself or other professionals to implement its recommendations. A conflict of interest exists if clients engage Revolution Partners to provide additional fee-based services. Clients retain absolute discretion over all decisions regarding implementation and are under no obligation to act upon any of the recommendations made by Revolution Partners under a financial planning engagement or to engage the services of any such recommended professionals, including Revolution Partners itself. Clients are advised that it remains their responsibility to promptly notify the Firm of any change in their financial situation or investment objectives for the purpose of reviewing, evaluating or revising Revolution Partners’ previous recommendations and/or services. Investment Management Services Revolution Partners manages client investment portfolios on a discretionary basis. In addition, Revolution Partners may provide clients with other services; this may include a broad range of comprehensive financial planning services. Revolution Partners oversees investment management decision-making and subsequent portfolio execution. Revolution Partners primarily allocates client assets among various independent investment managers (“Independent Managers”), mutual funds, exchange- traded funds (“ETFs”), individual debt and equity securities and options in accordance with the investment objectives of its individual clients. In addition, Revolution Partners may also recommend that clients who qualify as accredited investors, as defined by Rule 501 of the Securities Act of 1933, invest in privately placed securities, which may include debt, equity and/or interests in pooled investment vehicles (e.g., hedge funds). Where appropriate, the Firm may also provide advice

about any type of legacy position or other investment held in client portfolios. Clients may also engage Revolution Partners to advise on certain investment products that are not maintained at their primary custodian, such as variable life insurance and annuity contracts, assets held in employer sponsored retirement plans, qualified tuition plans (i.e., 529 plans) and outside brokerage accounts (collectively “Aggregated Assets”). The Firm obtains access to the Aggregated Assets via a data aggregation service with the client’s permission. Using this information, Revolution Partners makes investment management recommendations for both discretionary assets and the outside accounts to complement one another. In these situations, Revolution Partners directs or recommends the allocation of client assets among the various investment options available for the Aggregated Assets and adjusts the discretionary assets accordingly. Revolution Partners tailors its advisory services to meet the needs of its individual clients and continuously seeks to ensure that client portfolios are managed in a manner consistent with their specific investment profiles. Revolution Partners consults with clients on an initial and ongoing basis to determine their specific risk tolerance, time horizon, liquidity constraints and other qualitative factors relevant to the management of their portfolios. Clients are advised to promptly notify Revolution Partners if there are changes in their financial situation or if they wish to place any limitations on the management of their portfolios. Clients may impose reasonable restrictions or mandates on the management of their accounts if Revolution Partners determines, in its sole discretion, the conditions would not materially impact the performance of a management strategy or prove overly burdensome to the Firm’s management efforts. If such restrictions are found to materially impact or prove overly burdensome, Revolution Partners reserves the right to terminate the client relationship. Retirement Plan Consulting Services Revolution Partners provides various consulting services to qualified employee benefit plans and their fiduciaries. This suite of institutional services is designed to assist plan sponsors in structuring, managing and optimizing their corporate retirement plans. Each engagement is individually negotiated and customized, and may include any or all of the following services:
• Plan Review and Evaluation o Plan Management Services o Plan Fee and Cost Analysis o Provider Consultation
• Investment Management and Review o Preparation or Review of Investment Policy Statement o Creation of Non-Discretionary or Discretionary Model Portfolios o Menu Diversification o Performance Monitoring o Investment Reports
• Fiduciary and Non-Fiduciary Retirement Plan Committee Services o Attend Committee Meetings o Non-Discretionary or Discretionary Plan-Level Investment Advice o Education Services to Plan Committee
• Fiduciary and Non-Fiduciary Participant Services o Non-Discretionary or Discretionary Participant Level Investment Advice o Participant Education Advisory services by Revolution Partners for retirement services may be provided as a fiduciary. Furthermore, as disclosed in the Agreement, certain of the foregoing services are provided by Revolution Partners as a fiduciary under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”). In accordance with ERISA Section 408(b)(2), each plan sponsor is provided with a written description of Revolution Partners’ fiduciary status, the specific services to be rendered and all direct and indirect compensation the Firm reasonably expects under the engagement. Sponsor / Manager of Wrap Program Revolution Partners is the sponsor and manager of the Revolution Partners Wrap Fee Program (the “Program”), a wrap fee program (i.e., an arrangement where brokerage commissions and transaction costs are absorbed by the Firm). Accounts managed through the Program are done so in substantially the same manner as those managed under a non-wrap arrangement. Participants in the Program may pay a higher aggregate fee than if investment management and brokerage services are purchased separately. Additional information about the Program is available in Revolution Partners’ Wrap Brochure, which appears as Part 2A Appendix 1 of the Firm’s Form ADV. Use of Independent Managers As mentioned above, Revolution Partners may recommend certain Independent Managers to actively manage a portion of its clients’ assets. The specific terms and conditions under which a client engages an Independent Manager are set forth in a separate written agreement between the designated Independent Manager and either Revolution Partners or the client. In addition to this brochure, clients may also receive the written disclosure documents of the designated Independent Managers engaged to manage their assets. Revolution Partners does not receive compensation from any such Independent Managers. Revolution Partners evaluates various information about the Independent Managers it chooses to manage client portfolios, which may include the Independent Managers’ public disclosure documents, materials supplied by the Independent Managers themselves and other third- party analyses it believes are reputable. Revolution Partners is under no obligation to ensure information reported by Independent Managers is accurate. Revolution Partners prefers to select managers who are GIPS compliant and relies on the manager attestation of compliance with the applicable presentation standards. To the extent possible, the Firm seeks to assess the Independent Managers’ investment strategies, past performance and risk results in relation to its clients’ individual portfolio allocations and risk exposure. Revolution Partners also takes into consideration each Independent Manager’s management style, returns, reputation, financial strength, reporting, pricing and research capabilities, among other factors. Revolution Partners continues to provide services relative to the discretionary selection of the Independent Managers. On an ongoing basis, the Firm monitors the performance of those accounts being managed by Independent Managers. Revolution Partners seeks to ensure the Independent Managers’ strategies and target allocations remain aligned with its clients’ investment objectives and overall best interests.