A. Description of the Advisory Firm Resolute Wealth Strategies, LLC (“RWS” or the “Firm”) is a limited liability company organized in the State of Mississippi. RWS is an investment advisory firm registered with the United States Securities and Exchange Commission (“SEC”). RWS is owned by Phillip Burnett Jr., Charles Warwick Alley and Michael Puckett. B. Types of Advisory Services RWS provides personalized financial planning and discretionary and non-discretionary investment advisory services to individuals, including high net worth individuals, and entities, including, but not limited to, family offices, trusts, estates, private foundations, and qualified retirement plans. Financial Planning and Consulting Services RWS offers personal comprehensive financial planning services to set forth goals, objectives and implementation strategies for the client over the long-term. Depending upon individual client requirements, the comprehensive financial plan will include recommendations for retirement planning, educational planning, estate planning, cash flow planning, tax planning and insurance needs and analysis. RWS prepares and provides the financial planning client with a written comprehensive financial plan and performs quarterly, semi-annual or annual reviews of the plan with the client, dependent on the client’s needs in accordance with the financial planning agreement. Clients should notify us promptly anytime there is a change in their financial situation, goals, objectives, or needs and/or if there is any change to the financial information initially provided to us. Clients are under no obligation to implement any of the recommendations provided in their written financial plan. However, should a client decide to proceed with the implementation of the investment recommendations then the client can either have RWS implement those recommendations or utilize the services of any investment adviser or broker-dealer of their choice. RWS cannot provide any guarantees or promises that a client’s financial goals and objectives will be met. Investment Management Services RWS offers investment management services on a discretionary basis and non-discretionary basis. All investment advice provided is customized to each client’s investment objectives and financial needs. The information provided by the client, together with any other information relating to the client’s overall financial circumstances, will be used by RWS to determine the appropriate portfolio asset allocation and investment strategy for the client. Financial planning services may also are

provided, depending on the needs of the client. The securities utilized by RWS for investment in client accounts mainly consist of equity securities and exchange traded funds (ETFs), but we will also invest in mutual funds, corporate bonds, REITS, variable annuities, private funds/alternative investments and structured products, among others, if we determine such investments fit within a client’s objectives and are in the best interest of our clients. Investment Management Services to Retirement Plans RWS offers discretionary and non-discretionary advisory services to qualified plans, including 401k plans. These services include, depending upon the needs of the plan client, recommending, or for discretionary clients selecting, investment options for plans to offer to participants, ongoing monitoring of a plan’s investment options, assisting plan fiduciaries in creating and/or updating the plan’s written investment policy statements, working with plan service providers, and providing general investment education to plan participants. Note for IRA and Retirement Plan Clients: When RWS provides investment advice to you regarding your retirement plan account or individual retirement account, RWS is a fiduciary 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 RWS makes money creates some conflicts with your interests, so RWS operates under a special rule that requires RWS to act in your best interest and not put RWS’ interest ahead of yours. C. Client-Tailored Advisory Services Clients may impose reasonable restrictions on the management of their accounts if RWS determines, in its sole discretion, that the conditions would not materially impact the performance of a management strategy or prove overly burdensome for RWS’s management efforts. D. Information Received From Clients RWS will not assume any responsibility for the accuracy or the information provided by clients. RWS is not obligated to verify any information received from a client or other professionals (e.g., attorney, accountant) designated by a client, and RWS is expressly authorized by the client to rely on such information provided. Under all circumstances, clients are responsible for promptly notifying RWS in writing of any material changes to the client’s financial situation, investment objectives, time horizon, or risk tolerance. E. Assets Under Management As of December 31, 2023, RWS maintains discretionary assets under management of $259,163,720.