DESCRIPTION OF ADVISORY SERVICES CWC Advisors LLC (“CWC” or “Firm”) was founded in December 2000 along with its parent company and principal owner Cleland Woolworth Capital Group LLC. CWC offers investment management and financial planning services to high net worth individuals and institutions through the use of diversified portfolios including large cap, small cap, international, fixed income, ETFS, and The Alera Bridge Fund LLC. CWC will also advise on assets held outside of its management as part of overall asset allocation services. CWC Advisors LLC also does business as CWC Advisors, Cascade Wealth Group, Exceptional Portfolio, and Equity Enhancement Partners (“E2P”). All disclosures within this brochure apply to CWC, Cascade Wealth Group, Exceptional Portfolio, and E2P unless otherwise disclosed. CWC holds a minority interest in E2P and acts as a sub-adviser for E2P’s underlying clients. Thane Cleland CEO/CIO and Gary Woolworth President/CCO are the principal owners of the Cleland Woolworth Capital Group LLC. As of 12/31/2023 the firm managed approximately $163,496,399 in assets under management with $159,718,771 in discretionary assets and $3,777,628 in non- discretionary assets. ASSET MANAGEMENT CWC generally provides clients with investment management services through discretionary management of investment portfolios. CWC also offers financial planning services for clients who are working toward retirement, saving for higher education, establishing estate plans, or preparing for a business transition. CWC primarily allocates client assets among large cap, small cap, international ETFs and fixed income ETFs in accordance with the clients stated investment objectives. Exceptional Portfolio, a division of CWC, primarily utilizes ETFs and mutual funds to build portfolios. In addition, the Firm may also recommend that certain eligible clients invest in privately placed securities, which may include debt, equity and/or interests in pooled investment vehicles. Where appropriate, the Firm may also provide advice about any type of legacy position or other investment held in a client’s portfolio. Clients may also engage CWC to manage and/or advice on certain investment products that are not maintained at their primary custodian, such as variable life insurance and annuity contracts and assets held in employer sponsored retirement plans and qualified tuition plans (i.e., 529 plans). In these situations, the Firm directs or recommends the allocation of client assets among the various investment options

available with the product. These assets are generally maintained at the underwriting insurance company, or the custodian designated by the product’s provider. The Firm tailors its advisory services to meet the needs of its individual clients and seeks to ensure, on a continuous basis, that client portfolios are managed in a manner consistent with those needs and objectives. CWC consults with clients on an initial and ongoing basis to assess their specific risk tolerance, time horizon, liquidity constraints and other factors relevant to the management of their portfolios. Clients are advised to promptly notify CWC if there are changes in their financial situation or if they wish to place any limitations on the management of their portfolios. Clients may impose reasonable restrictions or mandates on the management of their accounts if the Firm determines, in its sole discretion, the conditions would not materially impact the performance of a management strategy or prove overly burdensome to the Firm’s management efforts. In performing these services, CWC is not required to verify any information received from the client or from the client’s other professionals (e.g., attorneys, accountants, etc.,) and is expressly authorized to rely on such information. THIRD PARTY MONEY MANAGERS CWC will select certain Third Party Money Managers (“Manager”) to actively manage a portion of its clients’ assets. The specific terms and conditions under which a client engages a Manager may be set forth in a separate written agreement with the designated Manager. In addition to this brochure, clients may also receive the written disclosure documents of the respective Managers engaged to manage their assets. The Firm evaluates a variety of information about Managers, which may include the Managers’ public disclosure documents, materials supplied by the Managers themselves and other third-party analyses it believes are reputable. To the extent possible, the Firm seeks to assess the Managers’ investment strategies, past performance and risk results in relation to its clients’ individual portfolio allocations and risk exposure. CWC also takes into consideration each Managers management style, returns, reputation, financial strength, reporting, pricing and research capabilities, among other factors. On an ongoing basis, CWC monitors the performance of those accounts being managed by Managers and seeks to ensure their strategies and target allocations remain aligned with its clients’ investment objectives and overall best interests.