Sortino Advisory Partners offers a variety of advisory services, which include family wealth, financial planning, investment management, fiduciary consulting, and retirement plan consulting services. Sortino Advisory Partners’ approach to working with individuals and families is aimed at providing an ongoing financial planning experience designed to align a client’s personal balance sheet – including assets, liabilities and human capital – with the goals and values that define their life. Prior to Sortino Advisory Partners rendering any of the foregoing advisory services, clients are required to enter into one or more written agreements with Sortino Advisory Partners setting forth the relevant terms and conditions of the advisory relationship (the “Advisory Agreement”). Sortino Advisory Partners has been registered as an investment adviser since 2014 and is owned by Daniel J. Hutcherson. As of December 31, 2023, Sortino Advisory Partners had $211,567,288 in regulatory assets under management, $204,686,243 of which was managed on a discretionary basis and $6,881,045 of which was managed on a non-discretionary basis. The Firm also provided retirement plan consulting services on an additional $116,445,049 in retirement plan assets. While this brochure generally describes the business of Sortino Advisory Partners, certain sections also discuss the activities of its Supervised Persons, which refer to the Firm’s officers, partners, directors (or other persons occupying a similar status or performing similar functions), employees or any other person who provides investment advice on Sortino Advisory Partners’ behalf and is subject to the Firm’s supervision or control. Family Wealth Advisory Services Family Wealth advisory services include financial planning and investment management services. Where Sortino Advisory Partners provides clients with family wealth advisory services, these typically include a broad range of comprehensive financial planning services as well as discretionary and/or non-discretionary management of investment portfolios. Included in these services are a combination of financial planning, investment due diligence and monitoring services, portfolio and financial planning scenario stress testing, asset allocation and asset location analysis, portfolio rebalancing and development/monitoring of a personalized Investment Policy Statement. Financial Planning Services Sortino Advisory Partners offers clients a broad range of financial planning services, which may include any or all of the following functions: retirement income, education funding analysis, charitable giving, intergenerational wealth transfer, tax optimization for investment assets and cash flow planning.
Page | 5 © MarketCounsel 2024 While each of these services is available on a stand-alone basis, certain of them may also be rendered in conjunction with investment portfolio management as part of a comprehensive Family Wealth advisory service (described in more detail below). In performing these services, Sortino Advisory Partners 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. Sortino Advisory Partners may recommend clients engage the Firm for additional related services, its Supervised Persons in their individual capacities as insurance agents or registered representatives of a broker-dealer and/or other professionals to implement its recommendations. Clients are advised that a conflict of interest exists if clients engage Sortino Advisory Partners or its affiliates to provide additional services for compensation. Clients retain absolute discretion over all decisions regarding implementation and are under no obligation to act upon any of the recommendations made by Sortino Advisory Partners under a financial planning or consulting engagement. Clients are advised that it remains their responsibility to promptly notify the Firm of any change in their financial situation or investment objectives for the purpose of reviewing, evaluating or revising Sortino Advisory Partners’ recommendations and/or services. Investment Management Sortino Advisory Partners offers investment management on both a discretionary and non-discretionary basis. Sortino Advisory Partners primarily allocates client assets among various mutual funds, exchange- traded funds (“ETFs”) and independent investment managers (“Independent Managers”), as well as a limited amount of individual debt and equity securities, and real estate investment trusts (“REITs”), in accordance with their stated investment objectives. In addition, where appropriate, Sortino Advisory Partners also recommends that certain eligible clients invest in alternative investments and/or privately placed securities, which may include debt, equity and/or interests in pooled investment vehicles (e.g., private equity funds). Where appropriate, the Firm also provides advice about any type of legacy position or other investment held in client portfolios, but clients should not assume that these assets are being continuously monitored or otherwise advised on by the Firm unless specifically agreed upon. Clients may engage Sortino Advisory Partners to manage and/or advise 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, Sortino Advisory Partners 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. Sortino Advisory Partners 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. Sortino Advisory Partners consults with clients on an initial and ongoing basis to assess Page | 6 © MarketCounsel 2024 their specific risk of not achieving stated financial goals and objectives, as well as a client’s time horizon, liquidity constraints and other related factors relevant to the management of their portfolios. Clients are advised to promptly notify Sortino Advisory Partners 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 Sortino Advisory Partners 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. Portfolio Goal Targeting™ Sortino Advisory Partners’ Portfolio Goal Targeting™ service combines the Investment Management services above with discretionary investment management that considers, among other factors in the methodology, the portfolio’s progress toward funding financial goals Retirement Plan Consulting Services Sortino Advisory Partners provides various consulting services to qualified employee benefit plans and their fiduciaries. The Firm consults with retirement plan sponsors to improve financial outcomes for participants and reduce the time, risk and expense of successfully managing retirement plans. This suite of retirement plan consulting services is designed to assist plan sponsors in structuring, managing and optimizing their corporate retirement plans. Retirement Plan consulting services are provided on a one- time or ongoing basis. Each engagement is individually negotiated and customized and generally consists of plan design and evaluation, fiduciary conduct assessments, participant education, investment due diligence, selection and monitoring, and management of the Request for Proposal process for plan-related service vendors. As disclosed in the Advisory Agreement, certain of the foregoing services are provided by Sortino Advisory Partners as a fiduciary under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”). In accordance with ERISA Section 408(b)(2), each plan sponsor is provided with a written description of Sortino Advisory Partners’ fiduciary status, the specific services to be rendered and all direct and indirect compensation the Firm reasonably expects under the engagement. Use of Independent Managers As mentioned above, where appropriate, Sortino Advisory Partners selects certain Independent Managers to actively manage a portion of its clients’ assets. The specific terms and conditions under which a client engages an Independent Manager may be set forth in a separate written agreement with the designated Independent Manager. In addition to this brochure, clients may also receive the written disclosure documents of the respective Independent Managers engaged to manage their assets. Page | 7 © MarketCounsel 2024 Sortino Advisory Partners evaluates a variety of information about Independent Managers, which may include the Independent Managers’ public disclosure documents, materials supplied by the Independent Managers themselves and other third-party analyses it believes are reputable. To the extent possible, the Firm seeks to assess the Independent Managers’ investment strategies, past performance and risk results in relation to its clients’ individual portfolio allocations and risk exposure. Sortino Advisory Partners also takes into consideration each Independent Manager’s management style, returns, reputation, financial strength, reporting, pricing and research capabilities, among other factors. Sortino Advisory Partners continues to provide services relative to the discretionary or non-discretionary selection of the Independent Managers. On an ongoing basis, the Firm monitors the performance of those accounts being managed by Independent Managers. Sortino Advisory Partners seeks to ensure the Independent Managers’ strategies and target allocations remain aligned with its clients’ investment objectives and overall best interests. Fiduciary Consulting Services Fiduciary Consulting provides Investment Stewards, Investment Advisors and Investment Managers with fiduciary reviews, assessments, education and training using the Prudent Practices™ for fiduciaries created by the Center for Fiduciary Studies, located in Bridgeport, PA. The Prudent Practices™ are built on the foundation of legislation, policy and case law relevant to the responsibilities, obligations and best practices of those who make investment decisions on behalf of others. Sortino Advisory Partners and its principals in their capacity as Accredited Investment Fiduciary Analysts® (AIFA®) and Accredited Investment Fiduciaries (AIF®) may offer fiduciary consulting services, including fiduciary certifications through the Centre for Fiduciary Excellence, LLC (“CEFEX”). CEFEX defines formal procedures to assess whether an investment fiduciary is in conformance with the Global Fiduciary Standard of Excellence. A fiduciary assessment may result in a report along with feedback of opportunities for improvements, in a more formal recognition of the assessment process via a registered opinion letter, or, at the highest level of thoroughness and independence, CEFEX Certification.