A TPG Financial Advisors, LLC (“TPGFA” “we” or “us”) is an independent investment advisory firm located in Portland, Oregon, registered with the Securities and Exchange Commission. We provide investment management advisory services and retirement plan consulting as well as financial planning services. The firm has been in business since 2006 and is wholly owned by The Partners Group, LLC. (“TPG”). Carrie Maerz is the firm’s Chief Compliance Officer. We follow strict fiduciary standards, putting client needs before our own and seeking to minimize conflicts of interest, with full disclosure to our clients. Our investment advisory services are centered around each client’s individual financial goals. Our approach uses broadly diversified portfolios and a systematic strategy to manage investments. B, C We assist clients in identifying, protecting, and prioritize their financial wellness and seek to enhance their ability to achieve their overall goals, as they relate to wealth management. We accomplish this by integrating investments across individual and/or employee retirement accounts as well as individual, taxable accounts. Client accounts are continuously monitored, and portfolios are reviewed/rebalanced on a regular basis. Conversations with clients related to their ongoing financial and investment needs occur on a periodic basis (no less than annually). Client funds are managed with either discretionary or non-discretionary authority.  Non-Discretionary Authority o We must first obtain client approval prior to executing any transactions in your account(s).  Discretionary Authority o We execute investment recommendations on your behalf without prior approval of each specific transaction. Funds managed in the TPGFA proprietary models are

considered discretionary as these accounts are directed by our portfolio manager under the guidance of TPGFA’s Investment Committee, a group that meets monthly to discuss current portfolio holdings and proposed changes. We tailor our advice and services to each individual client, utilizing stated objectives to determine appropriate recommendations. To formulate client investment strategies, we consider information such as risk tolerance, time horizon, and projected future needs. Client participation in determining these objectives is critical in our ability to provide a valuable service. Our approach uses broadly diversified portfolios and a systematic strategy to manage investments. Investment tools generally include but are not limited to mutual funds, exchange- traded funds, exchange-listed equity securities, municipal securities, corporate bonds, U.S. government securities and money market funds. Clients may impose reasonable restrictions Part 2A - 2 on investing in certain securities or types of securities (e.g., no investments in fossil fuels, pharmaceuticals, minerals, etc.). See Item 8 for a more thorough description of our investment strategies. Please see our Retirement Consulting ADV Part 2A for information on retirement plan and other advisory services. D We do not manage wrap fee programs; however, we may refer clients to Third Party Asset Managers (“TPAM”) or sub-advisors who do participate in wrap fee programs. See Item 5E and Item 10 for information regarding referrals to parties who sponsor wrap fee programs. E We provide investment management services on approximately $813,798,728 of client assets on a non-discretionary basis and $843,964,643 of client assets on a discretionary basis. These numbers are across all lines of advisory business effective December 31, 2023.