Flaharty Asset Management, LLC is a registered investment advisor established in June 2013, offering customized investment programs tailored to clients' specific needs, time horizons, and risk tolerances. The firm provides portfolio management, financial planning, and consulting services. Clients can participate in the Flaharty Investment Management Program, where the advisor exercises discretion over the client's account. The firm manages $800,668,225 in regulatory assets under management on a discretionary basis as of December 31, 2024. Flaharty Asset Management charges investment advisory fees up to 2.00% annually, based on assets under management, and fees are negotiated on a client-by-client basis. The firm does not accept performance-based fees and does not engage in side-by-side management. Clients include individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, with a minimum investment of $250,000. The firm's investment strategies focus on asset allocation models and a top-down approach to research. Clients have the option to terminate the Investment Advisory Agreement within five business days without penalty. The firm does not vote proxies on behalf of client securities and does not provide legal advice or initiate legal proceedings on behalf of clients. Flaharty Asset Management has no financial commitments impairing its ability to meet client obligations and has not been subject to bankruptcy proceedings.

Client 1st Advisory Group LLC, established in March 2013, is a registered investment advisor offering personalized financial planning and portfolio management services to individuals, trusts, estates, organizations, and corporations. The firm's investment management services involve creating customized asset allocation strategies using various investment vehicles such as ETFs, mutual funds, stocks, bonds, and alternative investments. The minimum account size for investment management is $1,000,000, with the option to waive this requirement. Client 1st also sponsors a wrap fee program for comprehensive investment management services. Fees for investment management are billed quarterly in advance and range up to 1.50% of the account value. Additional management fees may apply for direct management of held-away assets. Financial planning services are offered at an annual fee, flat fee, or hourly rate. The firm does not charge performance-based fees and acts as a fiduciary, providing investment advice in clients' best interests. Client 1st does not vote proxies on behalf of clients and does not have any disciplinary events to report. The firm emphasizes risk management and offers a range of investment strategies tailored to clients' goals and risk tolerance. Client 1st does not have custody of client securities and uses Charles Schwab as the qualified custodian. The firm has no financial commitments that would impair its ability to meet client obligations.

Successful Portfolios LLC, established in February 2010 by Parker Evans, CFA, CFP, is an investment advisor firm based in Clearwater, FL. Specializing in personalized financial planning and investment management, the firm manages approximately $242.6 million in client assets as of March 24, 2025, with discretionary assets comprising about 90% of total managed assets across 565 accounts for 192 households. For full-service custom asset management, Successful Portfolios charges annualized compensation based on a tiered fee schedule, starting at 1.25% for the first $1,000,000. Qualified investors may negotiate a performance fee arrangement based on account profit. Additionally, the firm offers hourly financial planning services at $150 per hour. Successful Portfolios employs fundamental, technical, and quantitative analysis in its investment strategies, focusing on well-diversified portfolios of stocks, bonds, options, and ETFs. The firm emphasizes ongoing communication, tax-aware investing, and risk management to help clients achieve long-term financial goals. The firm serves various clients, including individuals, families, high-net-worth individuals, trusts, and charitable organizations, with a minimum combined account size of $100,000 for full-service custom investment management. Successful Portfolios acts as an independent Registered Investment Advisor, prioritizing client service and portfolio management.

Boston Asset Management, Inc. (BAM) is a registered investment adviser established in 1992, with assets under management of $103,671,136 as of December 31, 2023. BAM offers investment advisory services to various clients, including trustees, individuals, estates, corporations, and high net worth individuals. The firm provides continuous investment advisory services on a discretionary basis, tailoring strategies based on client objectives and risk tolerance. BAM primarily offers services to trustees administering special needs and pooled trusts, as well as other fiduciaries. The firm's fee structure for investment supervisory services is based on a percentage of assets under management, with fees ranging from 1.50% to 0.50% based on the market value of assets. Clients receive monthly brokerage statements and transaction confirmations, with the option to request quarterly reports from BAM. The firm does not charge performance-based fees or offer wrap accounts. BAM does not vote proxies on behalf of clients and does not have custody of client funds or securities. The firm's Code of Ethics ensures fair and ethical conduct, with personal trading activities monitored for compliance. BAM does not receive soft dollar benefits and does not have financial arrangements for client referrals. The firm does not vote proxies on behalf of clients and does not provide financial information to clients.