**Edelman Financial Engines Summary:** Edelman Financial Engines, operating as Financial Engines Advisors L.L.C., is an SEC-registered investment adviser based in Santa Clara, California. The firm primarily operates under the name "Edelman Financial Engines." Established in 2025, the firm offers a Wrap Fee Program that includes model portfolios and custom models catering to various risk levels and investment objectives. Clients can choose from a range of asset allocation models, utilizing a mix of mutual funds and ETFs. Planners assess clients' needs, investment objectives, and risk tolerance to recommend suitable models. Clients must establish brokerage accounts with custodians like Fidelity, Axos Advisor Services, or Charles Schwab. Edelman Financial Engines has limited discretionary authority to invest client assets in accordance with the selected model. The firm provides rebalancing and reallocation services to ensure portfolios align with clients' goals and market conditions. Fees for wealth planning clients are tiered based on assets under management, with negotiated rates available for certain clients. The firm also offers services to retirement plans and institutional clients, charging asset-based fees. Edelman Financial Engines does not charge performance-based fees and does not engage in side-by-side management. The firm's investment philosophy focuses on diversified portfolios, long-term strategies, and client-specific factors. Clients receive quarterly account statements and have access to their account information through custodian platforms. Edelman Financial Engines has a Code of Ethics emphasizing fiduciary responsibilities and ethical conduct. The firm discloses potential conflicts of interest, such as marketing support agreements with custodians like Schwab and Fidelity. Edelman Financial Engines participates in the Funding Our Future initiative and provides detailed information on its financial condition and bankruptcy history. For more information, clients can contact Edelman Financial Engines at 1-800-601-5957 or visit their website at www.EdelmanFinancialEngines.com. [End of Summary]

The Blakeley Group Inc. is a registered investment adviser based in California, established in 2009 by Dick Eugene Blakeley, who serves as the President, CCO, and CEO. The firm specializes in portfolio and wealth management, offering personalized asset management services based on individual client needs. They manage advisory accounts on a discretionary basis, guided by client objectives such as capital appreciation, growth, income, or a combination. The firm conducts quarterly portfolio reviews and rebalances as needed. For portfolio management services, The Blakeley Group charges an annual fee based on a percentage of assets under management, with a minimum initial investment of $250,000. The firm may recommend retirement rollovers to IRAs managed by them, earning asset-based fees. As fiduciaries, they are obligated to act in clients' best interests, avoiding conflicts of interest and providing transparent fee structures. The firm uses various methods of analysis, including charting, technical analysis, fundamental analysis, cyclical analysis, and Modern Portfolio Theory. Investment strategies include long-term and short-term purchases. The Blakeley Group does not accept performance-based fees or engage in side-by-side management. Clients have the option to grant investment discretion to the firm. Dick Eugene Blakeley has a background in math, music, and finance, with extensive experience in the financial industry. The firm does not have any disciplinary history or material financial conditions that could impact client services.