Page 4 A. Keidan Financial Consultants, LLC Keidan Financial Consultants, LLC (“Keidan Financial” and/or “the firm”), established in 1999, is organized as an Ohio limited liability company. Robert S. Keidan is President of the firm and holds 100 percent ownership. Mr. Keidan has been in the Investment Advisory business since 1983. B. Advisory Services Offered Keidan Financial provides investment supervisory services to individuals, pension plans, and trusts. The firm’s primary service is managing investment portfolios on behalf of clients. It also provides comprehensive financial planning services for clients, including furnishing advice to clients on matters not involving securities. Investment Management Keidan Financial provides ongoing, discretionary and non-discretionary investment management services to clients. This service consists of an assessment of the client’s goals and risk tolerance, preparation of an investment plan based on the client’s goals and constraints, execution of trades in accordance with the investment plan, ongoing management of the investment portfolio, quarterly reporting of portfolio positions and performance and a review with the client of the portfolio and reassessment of goals and risk tolerance at least annually. The investment choices offered consist primarily of open-end mutual funds, exchange traded funds, and corporate and government bonds. The client may ask to be excluded from certain asset categories, for example international or real estate exposure. As well as, instructing the Firm to purchase certain stock positions or socially responsible funds. The Investment Management Service of Keidan Financial serves clients who would like to have investment guidance and recommendations with active and broad investment choices. The service provided includes: ▪ Helping the advisory client to set goals ▪ Creating an asset diversification model based on the client’s ▪ Risk tolerance ▪ Time horizon ▪ Tax status ▪ Goals and objectives ▪ Assisting in selecting appropriate investments by ▪ Matching investments to goals ▪ Identifying the risks associated with each option ▪ Providing published reports and ratings ▪ Providing the track record of options recommended Page 5 ▪ Disclosure of implementation costs and management fees ▪ Implementing client’s investment decisions ▪ Client makes all investment decisions ▪ Mutual funds, no load, or NAV (net asset value) through Osaic ▪ Other investments at the client’s discretion ▪ Monitoring and tracking of investments ▪ Quarterly tracking of all funds ▪ Monitoring of market conditions ▪ Reporting process ▪ Quarterly

reporting ▪ Includes all investments ▪ Comparison of values with previous report ▪ Recommendations for adjustments consistent with investment goals Vision2020 Wealth Management Platform – Advisor Managed Portfolios Program The Wealth Management Platform – Advisor Managed Portfolios Program (“Advisor Managed Portfolios”) provides comprehensive investment management of your assets through the application of asset allocation planning software as well as the provision of execution, clearing, and custodial services through Pershing, LLC (“Pershing”). Advisor Managed Portfolios provides risk tolerance assessment, efficient frontier plotting, fund profiling and performance data, and portfolio optimization and re-balancing tools. Utilizing these tools, and based on your responses to a risk tolerance questionnaire and discussions that we have together regarding, among other things, investment objective, risk tolerance, investment time horizon, account restrictions, and overall financial situation, we construct a portfolio of investments for you. Portfolios may consist of various securities as detailed in Item 8 of this brochure. Each portfolio is designed to meet your individual needs, stated goals, and objectives. Additionally, you have the opportunity to place reasonable restrictions on the types of investments to be held in the portfolio. Financial Planning Keidan Financial offers financial planning services which involve providing advice to clients on matters such as cash flow and budgeting, retirement planning, insurance and risk management needs analysis, estate planning strategies and tax planning. The plan may include retirement analysis, college education needs analysis, tax analysis, estate analysis, appropriate alternatives and any other solutions which may be indicated and necessary in order to meet the identified needs. The firm does not analyze property and casualty or health insurance. Page 6 C. Client-Tailored Services and Client-Imposed Restrictions Clients’ accounts will be managed on the basis of their financial situation and investment objectives, and in accordance with any reasonable restrictions they have imposed on the management of their accounts—for example, restricting the type or amount of security to be purchased in the portfolio. D. Wrap Fee Programs Keidan Financial does not participate in wrap fee programs. (Wrap fee programs offer services for one all-inclusive fee.) E. Client Assets Under Management As of December 31, 2023, Keidan Financial has $384,213,213 of discretionary assets under management, and $57,924,084 of non-discretionary assets.