Peter McFadden is an Investment Advisor Representative at Portfolio Medics, LLC, based in Manorville, New York. He graduated from Marist College in 1980 with a BS in Accounting. Mr. McFadden has been with Portfolio Medics since September 2020. He has no legal or disciplinary events that are material to clients. There are no outside business activities or additional compensation received by Mr. McFadden. He is supervised by John Billy, the Chief Compliance Officer at Portfolio Medics. The firm has a Code of Ethics and internal compliance to guide employees in meeting fiduciary obligations. Portfolio Medics is subject to regulatory oversight and examinations by regulators. Mr. McFadden does not have any additional information to disclose as a State Registered Advisor. Clients interested in further details can contact Portfolio Medics at (239) 444-1766.

Rinaldi Wealth Management, Inc is a fee-only investment management firm founded in 2017, offering investment advisory services since 2021. The firm specializes in discretionary asset management services, financial planning, and ERISA plan services. Clients receive comprehensive financial planning services covering various aspects such as financial goals, net worth analysis, cash flow analysis, retirement strategy, risk management, tax reduction strategy, and estate planning. The firm charges an annual fee of up to 1.5% for asset management services, which is negotiable based on certain criteria. Clients have the option to impose restrictions on investing in certain securities. Rinaldi Wealth Management does not have performance-based fees or engage in side-by-side management. The firm does not have a minimum account size requirement for clients, but sub-advisers utilized by the firm may have such requirements. Clients' assets are held at qualified custodians, and account statements are provided directly to clients quarterly. The firm requires discretionary authority for trading and provides periodic reviews of client accounts. The firm's supervised persons have no disciplinary history and do not receive any additional compensation. They are supervised by Dustin Rinaldi, the owner and chief compliance officer of Rinaldi Wealth Management.

Nova Wealth Management, Inc. is a registered investment adviser based in Bonita Springs, FL, offering investment advice through a wrap fee program tailored to individual client needs. The firm transitioned to SEC registration and now uses custodians Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC. The minimum account value for the program is $250,000, which may be waived in certain cases. Fees are based on a percentage of assets under management, with annual fees ranging from 1.0% to 1.4%. Clients authorize NWM to trade securities on a discretionary basis within the program. The firm's investment strategy involves fundamental and technical analysis, with asset allocation approaches including strategic, tactical, and dynamic allocation. NWM does not base fees on capital gains and does not engage in performance-based compensation to avoid conflicts of interest. The firm manages over $135 million on a discretionary basis and $16.7 million on a non-discretionary basis. NWM's employees adhere to a Code of Ethics and have a fiduciary duty to act in the best interest of clients. The firm does not vote proxies on securities and does not recommend securities in which they have a material financial interest. NWM may pay referral fees to solicitors and receives economic benefits from custodial broker-dealers. The firm has no financial conditions impairing its ability to meet client commitments. No bankruptcy petitions have been filed by NWM or its management in the past ten years.