Trinity Wealth Advisors, L.L.C. (CRD # 109452) (Trinity) is registered as an investment adviser with the United States Securities and Exchange Commission. Trinity is based in Missouri and is organized as a Limited Liability Company under the laws of the State of Missouri and the United States of America. Trinity’s principal owner is James E. Matush, Jr., although the firm’s ownership includes other stockholding partners. The firm has been in business since 1997 and currently has 6 employees. Trinity’s main office and place of business is located at 132 W. Washington Avenue, Suite 200, St. Louis, Missouri 63122. Regular business hours are from 8:00am to 5:00pm Monday through Friday. The firm can be contacted by phone at (314) 966-0033. Wealth Management Services The Trinity approach to wealth management is all about maximizing the Return on Life of our clients through a process in which their vision for family and causes is wed with their resources! Our clients tell us that for the first time they can see their financial choices in the context of their greater life goals… and that the sense of clarity, purpose, and alignment is unparalleled. To achieve the above we utilize a clearly defined wealth management process, that systematically addresses the 5 major concerns of financially established families:  Wealth Sustainability - will my assets last my lifetime at my lifestyle  Wealth Enhancement - maximizing what I get for my money  Wealth Protection – minimizing the effects of catastrophes  Wealth Transfer – best transfer of assets and family values to heirs  Charitable Giving – effectively supporting causes we care about But sometimes clients are curious about the key financial services we offer as part of an overall wealth management roadmap, which can include:  Return on Life Tools and consulting  Retirement coaching and planning  Investment analysis, strategy and management  Cash flow management  Major purchase or liquidation consulting  Tax coordination  Education planning and saving  Insurance analysis and risk management  Estate planning and wealth transfer  Charitable giving strategy  Business and succession planning  Family Meetings  Team Assessments We manage investment portfolios with outside institutional investment managers that we recommend on your behalf. These outside managers are selected from the dozens we track and are granted discretionary authority to select investments.

Typically, we seek your guidance as to the selection of those managers and the risk level of their portfolios, but we do have the authority to make those decisions independently if necessary. Our investment managers and the platform from which we obtain them are responsible for providing account and performance data reporting. We are responsible for general investment and economic oversight as well as overall portfolio reporting. We do not sell proprietary investment products or limit clients to certain types of investments. Portfolio management services are tailored to your individual needs and you may impose discretion or investment restrictions. Various minimums apply depending on the platform, but we reserve the right to accept or reject engagements. Because the firm is a registered investment adviser, we are required to meet certain fiduciary standards when providing investment advice to clients. Additionally, when we provide investment advice related to a retirement plan account or an individual retirement account, we are considered fiduciaries 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. As such, we are required to act in your best interest and not put our interest ahead of yours, even though our compensation creates some conflicts with your interests in that the more you have us manage, the more we can earn. Our clients however are under no obligation to use services recommended by our associated persons. Furthermore, we believe that our recommendations are in the best interests of our clients and are consistent with our clients’ needs. Retirement Plan Services Trinity also provides retirement plan services to businesses which may include plan level services such as discretionary management services, non-discretionary management services, and investment advisory services related to different types of retirement plans. When providing management services, the firm is responsible for implementing recommendations. When the firm is providing advisory services, the client is responsible for implementation of recommendations. As of December 31, 2023, Trinity managed approximately $256,568,946 of which approximately $231,526,023 was managed on a discretionary basis and $25,042,923 was managed on a non-discretionary basis. Trinity also provides advisory services on approximately $23,500,000 in other assets.