EWM is an investment adviser providing financial planning and investment management services. Prior to engaging EWM to provide any of the foregoing investment advisory services, the client is required to enter into one or more written agreements with EWM setting forth the terms and conditions under which EWM renders its services (collectively the “Agreement”). Neither EWM nor the client may assign the Agreement without the consent of the other party. A transaction that does not result in a change of actual control or management of EWM is not considered an assignment. EWM, a limited liability company organized under the laws of the State of North Carolina, is a registered investment adviser primarily based in Southern Shores, NC. We became registered with the Securi�es and Exchange Commission (the “SEC”) on April 29, 2022, as a registered investment adviser and are principally owned by Steward Partners Management Holdings, LLC (“SPMH”). As of December 31, 2023, EWM had approximately $134,975,700 in assets under management, all of which was managed on a discretionary basis. This disclosure brochure describes the business of EWM. Certain sections will also describe the activities of Supervised Persons. Supervised Persons are any of EWM’s officers, partners, directors (or other persons occupying a similar status or performing similar functions), or employees, or any other person who provides investment advice on EWM’s behalf and is subject to EWM’s supervision or control. Financial Planning and Investment Consulting Services Financial Planning Services. EWM may be engaged to provide clients with a broad range of comprehensive financial planning services, which may include drafting a formal financial plan and/or advising on various financial matters. Investment Consulting Services. EWM may also be engaged to consult and advise on outside investments and securities holdings, such as those held in client-directed accounts and accounts managed by other financial professionals. In instances where EWM has been engaged by the sponsor of a qualified retirement plan, EWM may provide advisory and consultative services related to plan design, strategy, fee analysis and participant education, amongst other such functions. The above-described services are generally rendered pursuant to specialized engagements individually tailored to accommodate the needs of a particular client. In certain circumstances, EWM may agree to provide a combination of both financial planning and investment consulting services, as memorialized in the Agreement. These services may address a variety of topics including, but not limited to asset allocation, cash flow analysis, retirement planning, educational planning, estate planning, insurance planning, legacy planning and charitable giving, amongst others. In performing its services, EWM is not required to verify any information received from the client or from the client’s other professionals (e.g., attorney, accountant, etc.) and is expressly authorized to rely on such information. EWM may recommend the services of itself and/or other professionals to implement its recommendations. Clients are advised that a conflict of interest exists if EWM recommends its own services. The client is under no obligation to act upon any of the recommendations made by EWM under a financial planning or consulting engagement or to engage the services of any such recommended professional, including EWM itself. The client retains absolute discretion over all such implementation decisions and is free to accept or reject any of EWM’s recommendations. Clients are advised that it remains their responsibility to promptly notify EWM if there is ever any change in their financial situation or investment objectives for the purpose of reviewing, evaluating, or revising EWM’s previous recommendations and/or services. Investment Management Services Clients can engage EWM to manage all or a portion of their assets on a discretionary or non- discretionary basis. EWM primarily allocates clients’ investment management assets on a discretionary and/or a non- discretionary basis among Independent Managers (as defined below), mutual funds, as well as the securities components of variable annuities and variable life insurance contracts in accordance with the investment objectives of the client. EWM also provides advice

about any type of investment held in clients' portfolios. EWM also may render non-discretionary investment management services to clients relative to variable life/annuity products that they may own and/or their individual employer-sponsored retirement plans, or other products that may not be held by the client’s primary custodian. In so doing, EWM either directs or recommends the allocation of client assets among the various investment options that are available with the product. Client assets are maintained at the specific insurance company or custodian designated by the product. EWM tailors its advisory services to the individual needs of clients. EWM ensures that clients’ investments are suitable for their investment needs, goals, objectives and risk tolerance. Clients are advised to promptly notify EWM if there are changes in their financial situation or investment objectives or if they wish to impose any reasonable restrictions upon EWM’s management services. Use of Independent Managers As mentioned above, EWM recommends that certain clients authorize the active discretionary management of a portion of their assets by and/or among certain independent investment managers (“Independent Managers”), based upon the stated investment objectives of the client. The terms and conditions under which the client engages the Independent Managers are set forth in a separate written agreement between EWM or the client and the designated Independent Managers. EWM renders services to the client relative to the discretionary selection of Independent Managers. EWM also monitors and reviews the account performance and the client’s investment objectives. EWM receives an annual advisory fee which is based upon a percentage of the market value of the assets being managed by the designated Independent Managers. When selecting an Independent Manager for a client, EWM reviews information about the Independent Manager such as its disclosure statement and/or material supplied by the Independent Manager or independent third parties for a description of the Independent Manager’s investment strategies, past performance and risk results to the extent available. Factors that EWM considers in recommending an Independent Manager include the client’s stated investment objectives, management style, performance, reputation, financial strength, reporting, pricing, and research. The investment management fees charged by the designated Independent Managers, together with the fees charged by the corresponding designated broker-dealer/custodian of the client’s assets, may be exclusive of, and in addition to, EWM’s investment advisory fee set forth above. As discussed above, the client may incur additional fees than those charged by EWM, the designated Independent Managers, and corresponding broker-dealer and custodian. In addition to EWM’s written disclosure statement, the client also receives the written disclosure statement of the designated Independent Managers. Certain Independent Managers may impose more restrictive account requirements and varying billing practices than EWM. In such instances, EWM may alter its corresponding account requirements and/or billing practices to accommodate those of the Independent Managers. If EWM refers a client to an Independent Manager where EWM’s compensation is included in the advisory fee charged by such Independent Manager and the client engages the Independent Manager, EWM shall be compensated for its services by receipt of a fee to be paid directly by the Independent Manager to EWM in accordance with the requirements of Rule 206(4)-3 of the Investment Advisers Act of 1940, as amended, and any corresponding state securities laws, rules, regulations, or requirements. Any such fee is paid solely from the Independent Manager’s investment management fee and does not result in any additional charge to the client. Additions and Withdrawals to Accounts Clients may make additions to and withdrawals from their account at any time, subject to EWM’s right to terminate an account. Clients may withdraw account assets on notice to EWM, subject to the usual and customary securities settlement procedures. However, EWM designs its portfolios as long-term investments, and the withdrawal of assets may impair the achievement of a client’s investment objectives.