Firm Information Talis Advisory Services, LLC d/b/a Generational Wealth Advisors (“GWA” or the “Advisor”) is a Registered Investment Advisor with the United States Securities and Exchange Commission (“SEC”) based in Richardson, Texas. The firm is organized as a Limited Liability Company under the laws of the State of Texas and was founded in May 2005. The firm is owned by Robert J. Lamse, Jeffrey B. Everett, and Generational Capital, LLC. This Disclosure Brochure provides information regarding the qualifications, business practices and advisory services provided by GWA. As used in this brochure, the words “we”, “our”, and “us” refer to GWA and the words “you”, “your” and “Client” refer to you as either a Client or a prospective Client of our firm. Advisory Services GWA offers advisory services to individuals, high net worth individuals, trusts, foundations, estates, business entities, qualified retirement plan sponsors and charitable organizations in Texas and other states (each referred to as a “Client”). We use a multi-disciplinary team approach to address your financial planning, investment, and/or risk management needs. Our team includes three Advisors that hold the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, two Advisors who are Certified Public Accountants (CPAs), three Advisors that hold the Certified Exit Planning Advisor (CEPA) designation, and an Advisor who is a licensed attorney. With your consent, we may consult with your other professional advisors as planning recommendations are formulated and/or implemented. Client Account Management We tailor our services to the individual needs of Clients and may allow Clients to impose restrictions on investing in certain securities or types of securities. GWA provides financial planning services to individuals and families as part of its investment Advisory services. Generally, this involves preparing a financial plan based on the

Client’s financial goals and objectives. The plan may address several areas of need, including, but not limited to investment planning, retirement planning, savings and other areas of a Client’s financial situation. GWA may also refer Clients to an accountant, attorney or other specialist, as appropriate to the Client’s situation. Prior to engaging GWA to provide investment advisory services, each Client is required to enter into a written Investment Advisory Agreement with the Advisor that defines the terms, conditions, authority and responsibilities of the Advisor and Client. GWA provides ongoing advice to Clients regarding the investment of assets based on their specific needs. Through discussion of a Client’s personal circumstances, goals and objectives are established, a financial plan may be established, and a personalized Investment Policy Statement (IPS) is created. We then manage the portfolio on a discretionary basis guided by the IPS. GWA will typically develop a strategic asset allocation that is targeted to meet the investment objectives, time horizon, financial situation and risk tolerance for each Client and document the recommended allocation in the IPS. Our investment recommendations are not limited to any specific product or service offered by a broker-dealer or insurance company. We generally recommend a core portfolio of institutional-class mutual funds, Exchange Traded Funds (“ETFs”), or separately managed accounts with low expense ratios and internal transaction costs. Our strategy is primarily long-term, but the Advisor may buy, sell or re-allocate positions that have been held less than one year to meet the objectives of the Client or due to market conditions. GWA evaluates and selects assets for inclusion in Client portfolios only after applying its internal due diligence process. Assets Under Management As of December 31, 2023, GWA managed a total of $365,953,508, all of which is managed on a discretionary basis.