A. Description of the Advisory Firm Beacon Bridge Wealth Partners, LLC (“Beacon Bridge” or the “Firm”) is a limited liability company organized in the State of Pennsylvania. Beacon Bridge is an investment advisory firm registered with the United States Securities and Exchange Commission (“SEC”). Beacon Bridge is owned by Steven Krzywicki, Jr., Megan Scott and James Schmidt. B. Types of Advisory Services Beacon Bridge 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. Investment Management Services Beacon Bridge 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 Beacon Bridge to determine the appropriate portfolio asset allocation and investment strategy for the client. Financial planning services also are provided, depending on the needs of the client. The securities utilized by Beacon Bridge for investment in client accounts mainly consist of exchange traded funds (ETFs), but we will also invest in registered mutual funds, equity securities, corporate bonds, REITS, private funds/alternative investments and variable annuities, among others, if we determine such investments fit within a client’s objectives and are in the best interest of our clients. Beacon Bridge may further recommend to clients that all or a portion of their investment portfolio be managed on a discretionary basis by one or more unaffiliated money managers or investment platforms (“External Managers”). The client may be required to enter into a separate agreement with the External Manager(s), which will set forth the terms and conditions of the client’s engagement of the External Manager. Beacon Bridge generally renders services to the client relative to the discretionary selection of External Managers. Beacon Bridge also assists in establishing the client’s investment objectives for the assets managed by External Managers, monitors and reviews the account performance and defines any restrictions on the account. The investment management fees charged by the designated External Managers, together with the fees charged by the corresponding designated broker-dealer/custodian of the client’s assets, are exclusive of, and in addition to, the annual advisory fee charged by Beacon Bridge. Investment Management Services to Retirement Plans Beacon Bridge 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. Asset Management Services through Pontera When appropriate, we use a third-party platform to facilitate the discretionary management of held away assets. This includes the utilization of Pontera’s order management system to implement asset allocation and rebalancing strategies on behalf of the client. Accounts primarily include defined contribution plan participant accounts, 401(k) accounts and other accounts as defined under ERISA..The platform allows us to avoid deemed custody of client funds as defined by the Securities and Exchange Commission as we do not have direct access to client log-in credentials

to effect trades. Beacon Bridge is not affiliated with the platform and we receive no compensation from Pontera for using their platform. A link will be provided to the client allowing them to connect their account(s) to the platform. Once a client account(s) is connected to the platform, Beacon Bridge will review the current asset allocations. When deemed necessary, Beacon Bridge will rebalance the account considering client investment goals and risk tolerances. The securities utilized by Beacon Bridge for investment in these particular client accounts are limited to the available account options, over which Beacon Bridge has no control. Client account(s) will be reviewed at least quarterly, and allocation changes will be made as deemed appropriate. Finanical Planing and Consulting Services Beacon Bridge 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. Beacon Bridge 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 Beacon Bridge implement those recommendations or utilize the services of any investment adviser or broker-dealer of their choice. Beacon Bridge cannot provide any guarantees or promises that a client’s financial goals and objectives will be met. Note for IRA and Retirement Plan Clients: When Beacon Bridge provides investment advice to you regarding your retirement plan account or individual retirement account, Beacon Bridge 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 Beacon Bridge makes money creates some conflicts with your interests, so Beacon Bridge operates under a special rule that requires Beacon Bridge to act in your best interest and not put Beacon Bridge’s interest ahead of yours. C. Client-Tailored Advisory Services Clients may impose reasonable restrictions on the management of their accounts if Beacon Bridge determines, in its sole discretion, that the conditions would not materially impact the performance of a management strategy or prove overly burdensome for Beacon Bridge’s management efforts. D. Information Received From Clients Beacon Bridge will not assume any responsibility for the accuracy or the information provided by clients. Beacon Bridge is not obligated to verify any information received from a client or other professionals (e.g., attorney, accountant) designated by a client, and Beacon Bridge is expressly authorized by the client to rely on such information provided. Under all circumstances, clients are responsible for promptly notifying Beacon Bridge 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 our firm manages approximately $307,669,559 in clients assets with $303,497,634 managed on a discretionary basis and $4,189,925 managed on a non-discretionary basis.