Amplify Investments LLC is a registered investment adviser specializing in managing exchange-traded funds (ETFs) and model portfolios. Established in 2015, the firm operates as the investment adviser for the Amplify ETF Trust, managing assets totaling $10,091,060,461 as of December 31, 2024. Amplify offers a range of ETFs, including passively managed ETFs tracking non-proprietary indexes and actively managed ETFs providing thematic exposure to various sectors. The firm delegates portfolio management to sub-advisers for each fund, compensating them based on a percentage of the fund's daily net assets. Amplify also provides model portfolio services to clients, offering investment advisory services on a non-discretionary basis. The firm serves as the commodity pool operator for two '33 Act funds, BWET and BDRY, managing the Amplify Commodity Trust. Amplify's fee structure varies depending on the type of service offered, with management fees ranging from 0.20% to 0.75% annually for ETFs. The firm does not charge performance-based fees and acts as a fiduciary, providing best execution for securities transactions. Amplify has adopted proxy voting policies and procedures and maintains custody of assets primarily with US Bank, with sub-custodians for specific securities. The firm has no financial commitments impairing its ability to meet client obligations and has not been subject to bankruptcy proceedings.

Oberweis Asset Management, Inc. is an independent investment management firm established in 1989 and headquartered in suburban Chicago. The firm specializes in seeking market inefficiencies in equities globally, offering strategies to retail and institutional clients through separately managed accounts, proprietary mutual funds, and model portfolios. The firm's investment philosophy is bottom-up and active, focusing on superior fundamental growth and valuation characteristics in equities. Investment strategies include Micro-Cap Growth, Small-Cap Opportunities, International Opportunities, Global Opportunities, China Opportunities, Emerging Markets, and International Select. For institutional clients, Oberweis charges management fees ranging from 0.50% to 1.25% based on the investment strategy. The firm may also charge performance fees based on excess performance compared to an index or net profits. Oberweis may utilize research services from its affiliates in Hong Kong and the UK for certain international strategies. The firm provides model portfolio services to unified managed account program sponsors. Oberweis has total assets under management of $2.6 billion, with a minimum account size of $5 million for institutional separate account clients. The firm acts as a fiduciary and offers investment discretion for client accounts. Oberweis has not been subject to disciplinary actions and has affiliations with Oberweis Securities, Inc., and other entities. Clients receive quarterly account reviews and proxy voting services are provided based on the best economic interests of clients. Financial information is not disclosed due to fee payment structures.

Sebold Capital Management, Inc. is a Registered Investment Advisor founded in 1998 by Sean Sebold. The firm, based in Lisle, IL, specializes in providing personal financial planning and investment management services to individuals, families, trusts, estates, and family businesses. The firm's services include financial planning, wealth management, investment management, business succession planning, retirement investment consulting, and more. Sebold Capital Management operates as a fee-only firm, meaning its compensation is solely from fees paid directly by clients, and no commissions or referral fees are accepted. The firm manages over $331 million in assets for 880 accounts as of December 31, 2024. The minimum quarterly billing fee is $5,250. The firm's investment strategy primarily focuses on strategic asset allocation, utilizing passively-managed index funds, actively-managed funds, dividend-paying stocks, and individual municipal bonds. Clients have the option to impose restrictions on investing in certain securities. Sebold Capital Management acts as a fiduciary, ensuring that client interests are prioritized. The firm provides investment discretion, allowing them to manage securities accounts on behalf of clients. Additionally, the firm votes proxies on behalf of clients and maintains custody of client funds with qualified custodians. The firm's team includes professionals with certifications such as Certified Financial Planner™ (CFP®), Chartered Financial Analyst (CFA®), Certified Private Wealth Advisor (CPWA®), and Certified Exit Planning Advisor (CEPA®). The firm's Chief Compliance Officer is Sean Sebold. For more detailed information, the full brochure can be obtained by contacting Sebold Capital Management directly at 630-548-9700 or via email at [email protected].

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Guardian Rock Wealth Investment Management, Inc. is an Illinois corporation established in 2002 and registered as an investment adviser since 2012. The firm offers investment and portfolio management services, financial planning, and values-based investing through its Advocacy Investing® strategy. They tailor services to each client's financial needs and goals, focusing on maximizing returns in a cost-conscious manner. The firm utilizes various securities, including equities, mutual funds, ETFs, options, and fixed-income securities. Financial planning services cover a range of areas such as estate planning, tax planning, and insurance. Guardian Rock manages client accounts on a discretionary basis, providing full control over investment decisions. The firm charges annual fees based on a tiered structure, starting at 1.25% for the first $500,000. The minimum annual fee is $6,250 per account relationship. Clients are not required to have a minimum initial account value, but the minimum fee may affect smaller accounts. Guardian Rock does not charge performance-based fees and does not receive compensation for client referrals. The firm does not have custody of client funds but has constructive custody for fee deductions. Clients receive regular account statements from the custodian. John Browning is the CEO and CCO, while Roy Neal is an Investment Adviser Representative at the firm. Both individuals have clean disciplinary records and are licensed insurance agents. They do not receive additional compensation from non-clients. John Browning and Roy Neal oversee all advisory activities at Guardian Rock.