Firm Description Galleria Financial Advisors LLC, (“GFA” or the Firm) was founded in 2004. GFA provides personalized, confidential investment management to individuals, trusts, estates, and charitable organizations. Advice is provided through consultation with the client and may include determination of financial objectives, identification of financial problems, cash flow management, investment management and evaluation of risk tolerance. GFA is strictly a fee-only investment management firm. The firm does not sell annuities, insurance, stocks, bonds, mutual funds, limited partnerships, or other commissioned products. The firm is not affiliated with entities that sell financial products or securities. GFA’s investment advice is provided on a “non-discretionary” basis with the client making the final decision on investment selection. GFA does not act as a custodian of client assets. The client always maintains asset control. GFA places trades for clients under a non-discretionary investment advisory agreement. A written evaluation of each client's initial situation is customarily provided to the client, often in the form of a risk profile assessment and an asset allocation recommendation. Periodic reviews are also communicated to provide reminders of the specific courses of action that could be taken to keep the portfolios balanced or to recognize changes in client circumstances. More frequent reviews occur but are not necessarily communicated to the client unless immediate changes are recommended. Other professionals (e.g., lawyers, accountants, insurance agents, etc.) are engaged directly by the client on an as-needed basis. Conflicts of interest will be disclosed to the client in the unlikely event they should occur. The initial meeting,

which may be by telephone, is free of charge and is considered an exploratory interview to determine the extent to which investment management may be beneficial to the client. Principal Owners Gary Weld is a 50.001% owner. Jeff Eischeid is a 49.999% owner. Types of Advisory Services GFA provides investment management services, also known as investment supervisory services or asset management services; manages investment advisory accounts not involving investment supervisory services; and furnishes investment advice through consultations. Tailored Relationships The goals and objectives for each client are documented in our client files. Investment policy statements may be created that reflect the client’s stated goals and objectives. Clients may impose restrictions on investing in certain securities or types of securities. Agreements may not be assigned without client consent. Wrap Fee Programs: GFA may recommend the Raymond James Consulting Services Wrap Fee Program (Program). A “wrap-fee” program is one that provides the client with advisory and brokerage execution services for an all-inclusive fee. The client is not charged separate fees for the respective components of the total service. The only significant difference between how GFA manages wrap fee accounts versus other accounts is that wrap fee account trading is executed through a directed broker. GFA does not receive a portion of the total wrap fee for its portfolio management services. More detail on the Wrap Fee Program may be found in the Program’s Form ADV Part 2A Appendix 1. Client Assets: As of December 31, 2022, GFA manages $157,897,077 in assets for approximately 121 clients. All assets are managed on a non-discretionary basis.