A. Revere Financial, LLC Revere Financial, LLC dba Strategic Portfolio Managers (“SPM” and/or “the firm”) is an Illinois limited liability company and an investment adviser. The firm is principally owned by the holding company Alpha Capital Partners, LLC. Peleg Haplern, James Jacobson and Andrew Kerai are all members of Alpha Capital Partners, LLC. Peleg Halpern and James Jacobson are the managing members of Strategic Portfolio Managers, while Andrew Kerai is an indirect shareholder. SPM has been providing investment advisory services since October 2010. B. Advisory Services Offered B.1. Investment Supervisory Services SPM offers ongoing portfolio management services based on the individual goals, objectives, time horizon, and risk tolerance of each client. SPM creates an Investment Policy Statement for each client, which outlines the client’s current situation (income, tax levels, and risk tolerance levels) and then constructs a plan (the Investment Policy Statement) to aid in the selection of a portfolio that matches each client’s specific situation. Investment Supervisory Services include, but are not limited to, the following:
• Investment strategy • Personal investment policy
• Asset allocation • Asset selection
• Risk tolerance • Regular portfolio monitoring SPM evaluates the current investments of each client with respect to their risk tolerance levels and time horizon. Risk tolerance levels are documented in the Investment Policy Statement, which is given to each client. SPM will request discretionary authority in order to select securities and execute transactions on behalf of its clients that include securities and strategies described in Item 8 of this brochure. In addition to providing SPM with information regarding their personal financial circumstances, investment objectives and tolerance for risk, clients are required to provide the firm with any reasonable investment restrictions that should be imposed on the management of their portfolio, and to promptly notify the firm of any changes in such restrictions or in the client's personal financial circumstances, investment objectives, goals and tolerance for risk. SPM will remind clients of their obligation to inform the firm of any such changes or any restrictions that should be imposed on the management of the client’s account. SPM will also contact clients at least annually to determine whether there have been any changes in a client's personal financial circumstances, investment objectives and tolerance for risk. B.2. Financial Planning Financial plans and financial planning may include, but are not limited to: investment planning; tax concerns; retirement planning; and debt/credit planning. SPM will provide a Cash Flow model to clients. SPM does not charge an additional fee for this service. B.3. ERISA Plan Services For SPM’s Qualified

Retirement Plan accounts, our service begins with an analysis of the current retirement plan structure, custodian, third-party administrator, daily record keeper, investments, managed investment models, and fees. The analysis is designed to determine if we are able to add value to the plan and what areas, if any, may be deficient from both a regulatory perspective and from a financial advisory perspective. We will offer you one or more of the following services:
• Plan design and asset selection consultation
• Develop and annually review Investment Policy Statement (“IPS”)
• Develop investment menu according to the IPS
• Review plan sponsor’s stated financial criteria for each investment option
• Monitor each investment option according to the IPS
• Quarterly portfolio statements, rate of return reports, asset allocation statements
• Provide investment research and performance information on investment options
• Investment option replacement guidance
• Personal consultations with the plan sponsor as necessary
• Develop Plan Investment Committee Charter, as needed
• Fiduciary due diligence assistance
• Attendance at Plan Committee and other meetings
• Annual Fiduciary Plan Review
• Fiduciary education services to Plan Committee
• Participant education, guidance, and enrollment Vendor coordination assistance
• Benchmarking services
• Board resolution appointing the trustee(s) of the plan Creation and/or oversight of the education calendar
• Stable Value Analysis All retirement plan consulting services shall be in compliance with the applicable laws regulating retirement consulting services. This applies to client accounts that are retirement or other employee benefit plans (“Plan”) governed by the Employee Retirement Income Security Act of 1974, as amended (“ERISA”). If the client accounts are part of a Plan, and our firm accepts appointment to provide services to such accounts, our firm acknowledges its fiduciary standing within the meaning of Section 3(21) or 3(38) of ERISA as designated by the Retirement Planning Agreement with respect to the provision of services described therein. C. Client-Tailored Services and Client-Imposed Restrictions Each client’s account will be managed on the basis of the client’s financial situation and investment objectives and in accordance with any reasonable restrictions imposed by the client on the management of the account—for example, restricting the type or amount of security to be purchased in the portfolio. D. Wrap Fee Programs SPM does not participate in wrap fee programs. (Wrap fee programs offer services for one all-inclusive fee.) E. Clients Assets Under Management As of December 31, 2022, SPM has $114,492,624 discretionary assets under management, and $12,558,895in non-discretionary assets under management.