Nollenberger McCullough Investment Advisors LLC (NOLLMAC) is registered with the Securities & Exchange Commission as an investment advisor and provides wealth & investment management services to individuals and businesses. The company’s principal owner is Bruce Nollenberger. Client Meetings NOLLMAC prefers to meet with clients to develop an Investment Policy Statement (IPS) which outlines the client’s current investment holdings, long and short-term investment objectives, risk tolerances and tax issues. A shorter Investment Guideline form will be used for clients who do not wish to engage in an extended suitability analysis NOLLMAC will discuss target asset allocation models and tactical allocation factors. Target asset allocation models will help to further refine each client’s risk/reward tolerance and underlying investment selection criteria. Based on clients’ investment objectives, NOLLMAC will customize specific solutions suitable to meet a client’s particular needs. Specific restrictions on investing in individual securities, industries, or socially responsible investing can be incorporated into a client’s portfolio. Asset Allocation NOLLMAC believes that for many clients a portion of their assets should be invested in a well-diversified equity portfolio’s focused on growth and income. With this in mind, NOLLMAC has designed portfolios which invest in high quality Equities. NOLLMAC’S Core Strategy is a conservative, high-quality Blue Chip Growth Stock and Income Portfolio which generally pays dividends. The goal of the Core Strategy is to take less risk than the equity markets and to perform in line with the Blue-Chip markets. NOLLMAC’s Value Strategy is an investment strategy utilizing high-quality, large capitalization, and primarily dividend- paying Blue-Chip Equities. Cash may be used as a ballast to protect the portfolio from time to time, although the portfolio is generally fully invested. NOLLMAC’s Growth Strategy is designed to be an aggressive, long-only equity strategy which invests primarily in mid and large capitalization companies which are newer to the public marketplace. We anticipate the majority of these holdings will be in equities which have come to the public market within the last three or four years, and in some cases, within the last few months. NOLLMAC attempts to identify companies

with strong prospective growth characteristics, selling at attractive valuations as compared to other private and public companies. NOLLMAC’s Value with Growth Strategy’s objective is long-term capital appreciation through a portfolio of domestically-traded equities. We focus on companies with reasonable valuations that we view offer the best opportunities for growth. We seek out companies with scalable financial models, compelling secular growth characteristics, strong balance sheets and management teams that demonstrate a commitment to creating shareholder value, without constraining ourselves to specific sectors or market capitalizations. NOLLMAC’s Value with Income Strategy’s The investment objective is current income and growth through a portfolio of domestically-traded equities. We focus on companies that have dividend yields greater than the broader equity market and offer the potential for future dividend growth. We seek out companies with profitable business models, strong balance sheets and management teams that demonstrate a commitment of returning capital to shareholders. NOLLMAC is looking to identify companies which in their opinion have strong prospective growth characteristics. All of these strategies are designed to be customized for each client as appropriate. Overall portfolio allocations are agreed to with each client and the results are reported to clients monthly or quarterly. Target allocations are compared to actual allocations and portfolios are periodically rebalanced to client specific asset allocation targets. Investment Implementations NOLLMAC uses individual common stocks, exchange traded funds (ETF’s), mutual funds and fixed income securities as its primary investment vehicles. By using ETF’s and mutual funds in addition to common stocks NOLLMAC is able to diversify across asset classes, industry sectors and add international exposure as appropriate. NOLLMAC will be mindful of the tax consequences of each client before selling client positions. NOLLMAC will also take into account social issues which may concern each client as well. As of December 31, 2022, NOLLMAC manages a total of approximately $119,869,602 on a discretionary basis and $0 on a non- discretionary basis. Nollenberger McCullough Investment Advisors LLC IARD/CRD No: 165451 12/31/2022 Brochure Page five