Inspire Investing, LLC is a registered investment adviser based in Meridian, Idaho, providing services since 2015. The firm specializes in serving individuals, high-net-worth individuals, institutions, and Registered Investment Companies. Inspire offers a range of investment services, including mutual funds, fixed income securities, real estate funds, insurance products, equities, ETFs, and non-U.S. securities. As a fiduciary, the

Inspire Advisors, LLC is a registered investment advisor based in Meridian, Idaho, providing investment advisory services since 2019. The firm is owned by Inspire Impact Group, LLC, Keith Chandler, and Jevon Webster, with Robert J. Netzly as the primary owner and CEO of Inspire Impact Group, LLC. Inspire Advisors specializes in Biblically Responsible Investing (BRI), integrating their proprietary Inspire Impact Score™ methodology to align investments with biblical values. They offer discretionary portfolio management services using sub-advisors and provide financial planning services tailored to clients' needs and objectives. Clients' assets are managed on a discretionary basis, granting the firm authority to determine specific securities for purchase or sale without prior approval. Inspire Advisors charges fees based on a percentage of assets under management, with fee schedules varying based on total assets. The firm does not accept performance-based fees or engage in side-by-side management. Clients include individuals, high net worth individuals, institutions, and charitable organizations, with no minimum account size requirement. Inspire Advisors does not vote proxies on behalf of clients and does not have custody of client funds or securities. Clients receive trade confirmations and statements from their custodians. The firm does not have any disciplinary information or financial impairments that would affect client commitments. Inspire Advisors does not receive compensation from third parties for providing investment advice.

Hawke Financial Group, LLC, established in 2002 in Idaho, offers portfolio management, pension consulting, and financial planning services. The firm tailors portfolios to individual client needs, with options for discretionary or non-discretionary investment. Clients can impose restrictions on investments and engage in non-discretionary investment with prior consent for each transaction. The firm charges negotiable fees, up to 1.5% annually, based on assets under management. Clients may terminate services within five days without penalty. The firm's investment strategies include technical, cyclical, and fundamental analysis, with a focus on market, management, and credit risks. HFG does not participate in wrap fee programs and does not accept performance-based fees. The firm acts as a fiduciary for retirement accounts, ensuring advice aligns with clients' best interests. HFG discloses potential conflicts of interest, such as recommending securities through affiliated entities. The firm does not vote on client proxies and does not have custody of client assets, except for fee deduction. HFG does not have financial conditions impairing its commitments and has not been subject to a bankruptcy petition. The firm does not solicit fees in advance exceeding $1,200 per client. Clients receive account statements directly from the custodian and are encouraged to review financial planning issues annually. HFG does not vote on client proxies and does not have financial conditions impairing its commitments.

**Doceo Wealth, LLC Summary:** Established in 2018, Doceo Wealth, LLC is an Idaho-based investment advisor firm founded by David N. Johan. The firm specializes in providing investment advisory services, including discretionary portfolio management tailored to clients' needs and objectives. Clients grant full discretion to Doceo Wealth to manage their accounts, allowing for functions like security selection and portfolio monitoring. The firm offers services such as investment strategy, asset allocation, and regular portfolio monitoring. Doceo Wealth also provides 1031 Exchange consulting services and investment advisory services for business retirement plans, tailored to the needs of businesses, pension and profit-sharing plans, and trustees. Financial planning services are offered on a non-discretionary basis, focusing on analyzing clients' financial situations and recommending strategies for long-term financial goals. The firm's investment strategies include Model Portfolios with Actively Managed Liquid Securities, Household Endowment Portfolios, and Special Circumstance Illiquid Direct Participation Programs. Clients must have a minimum account balance of $500,000 to open or maintain an account. Fees are charged based on a percentage of assets under management, with additional fees for 1031 Exchange consulting services. Doceo Wealth does not assess performance-based fees, and clients have investment discretion over their accounts. The firm does not vote client securities proxies and maintains client privacy by safeguarding personal information and not selling it to third parties. For more details, clients can contact Doceo Wealth directly at (208) 350-7274 or [email protected]. Additional information is available on the SEC's website. [Disclaimer: The information provided in this summary is based on the content of the brochure dated March 21, 2025, and is subject to change. Clients are advised to refer to the original brochure for the most current information.]

Next Level Wealth Planning, LLC is a Limited Liability Company established in December 2020 in Idaho. The firm offers portfolio management services tailored to individual client goals, risk tolerance, and time horizon. Clients receive Investment Policy Statements outlining their current situation and risk levels. The firm seeks discretionary authority from clients to make investment decisions in line with fiduciary duties. Services include investment strategy, asset allocation, and regular portfolio monitoring. Financial planning services encompass investment, tax, retirement, college, and debt planning. Next Level specializes in mutual funds, fixed income securities, real estate funds, insurance products, equities, and ETFs. The firm acts as a fiduciary for retirement accounts, ensuring advice is in the client's best interest. There is no account minimum, and fees are asset-based, ranging from 0.75% to 1.25% annually. Clients may impose restrictions on investments based on personal values. The firm does not participate in wrap fee programs and has assets under management totaling $253,416,242.00 for discretionary amounts and $5,074,259.00 for non-discretionary amounts as of December 2024. Next Level does not accept performance-based fees and provides services to individuals, high-net-worth individuals, and broker/dealers. The firm employs various methods of analysis and investment strategies, including charting analysis, cyclical analysis, fundamental analysis, modern portfolio theory, quantitative analysis, and technical analysis. Clients are informed about the risks associated with each strategy, such as market volatility and potential capital loss. The firm does not have any disciplinary actions, and client accounts are reviewed annually or triggered by significant events. Quarterly reports are provided to clients, and Next Level does not receive economic benefits for advice rendered to clients. The firm offers discretionary and non-discretionary investment advisory services and does not accept voting authority for client securities. Next Level has no financial conditions impairing its ability to meet contractual commitments to clients and has not filed for bankruptcy in the last ten years.

Desert Rose Capital Management, Inc. is a financial advisory firm based in Meridian, Idaho. It currently has approximately $62,743,581 of assets under management and employs about 13 people. Desert Rose Capital Management, Inc. uses a fee structure of and a percentage of assets under your management.