Baldrige Asset Management LLC, established in 1999 and registered as an LLC in 2012, offers personalized investment management and financial planning services to individuals, trusts, pension and profit-sharing plans, charitable organizations, and small businesses. The firm is fee-only, not affiliated with entities selling financial products, and does not accept commissions or finder's fees. Clients approve initial investments, while the firm provides ongoing management on a discretionary basis. Baldrige Asset Management LLC does not act as a custodian, and clients maintain asset control. The firm primarily invests in ETFs, mutual funds, stocks, bonds, and other securities, with a focus on diversification and risk management. Fees are based on a percentage of assets under management, with a minimum account size of $1,000,000. Hourly planning services are available at rates ranging from $300 to $500. Custodians may charge transaction fees, and expense ratios apply to mutual funds and ETFs. The firm does not charge performance-based fees. Investment strategies are research-based, emphasizing diversification and cost minimization. Risks include interest rate, market, inflation, currency, and liquidity risks. Baldrige Asset Management LLC has no disciplinary history and adheres to a Code of Ethics. The firm votes proxies for clients and does not receive soft dollars from custodians. Clients receive quarterly reports and have access to performance information. Baldrige Asset Management LLC has no financial impairments affecting client commitments.

Energy Power Management I, LLC, established in June 2011, specializes in serving as an investment adviser to private investment funds focused on renewable and clean energy sectors in North America. The firm's investment strategy targets mid-sized operating assets and construction-ready projects, primarily investing in private companies as per each fund's offering memorandum. The minimum initial investment for qualified investors ranges from $5,000,000 to $10,000,000. The firm charges a management fee between 1.5% and 2% on capital commitments and between 1.125% and 1.75% on aggregate capital contributions. Performance-based fees are applicable to qualified clients. The firm does not participate in wrap fee programs and has approximately $465,675,498 of regulatory assets under management on a discretionary basis as of December 31, 2021. The firm operates as a registered investment adviser with the SEC, providing tailored advisory services with investment discretion, primarily focusing on long-term, illiquid investments in the renewable energy sector. For more information, visit www.energypowerpartners.com.

Morton Brown Family Wealth, LLC is a registered investment advisor based in Allentown, Pennsylvania, established in February 2018. The firm offers discretionary investment advisory services, including financial planning and consulting on a fee basis. Clients' investment assets are primarily allocated among individual equity, debt securities, mutual funds, and ETFs based on designated objectives. The firm may recommend insurance products on a commission basis but does not provide legal or accounting services. Clients have the option to engage unaffiliated professionals for implementation purposes. Morton Brown Family Wealth does not participate in wrap fee programs and had $398,971,327 in assets under management as of December 31, 2024. The annual investment advisory fee ranges from 0.50% to 1.25% of assets under management and is negotiable based on various factors. Clients may have fees deducted from their custodial account or billed directly. The firm generally recommends Charles Schwab & Co. Inc. as the broker-dealer/custodian. Morton Brown Family Wealth does not accept performance-based fees, and clients include individuals, business entities, trusts, and estates. The firm's investment strategies involve fundamental analysis and long-term or short-term purchases. Clients are encouraged to review financial planning issues annually, and account reviews are conducted regularly. The firm does not vote client proxies and has no disciplinary actions on record.

Sector Analysts, LLC, located in Allentown, PA, is a registered investment adviser specializing in managing assets for various clients to meet their financial goals while considering risk tolerance and time horizons. Acting as a fiduciary, the firm always prioritizes clients' best interests by maintaining open communication and tailoring investment strategies based on client objectives. Sector Analysts, LLC designs portfolios using various assets like ETFs, mutual funds, fixed income assets, and more. The firm sponsors a wrap fee program, allowing clients to pay a single fee for advisory services and custodial transaction costs. The recommended custodian, Charles Schwab & Co., Inc., does not charge transaction fees for U.S. listed equities and ETFs. The firm's wrap asset management service involves creating tailored portfolios, monitoring and rebalancing based on client needs, with fees billed quarterly based on assets under management. Investment strategies include fundamental and technical analysis, with a focus on individualized advice and strategic, tactical, and dynamic asset allocation. The firm's Code of Ethics ensures fair and ethical conduct, with a commitment to client interests. Sector Analysts, LLC does not recommend other wrap programs and typically serves Individuals and High Net Worth Individuals without imposing specific account requirements.

Erickson Financial Group, LLC is a registered investment advisor established in December 2013 and registered with the U.S. Securities and Exchange Commission in February 2019. The firm, located in Allentown, PA, specializes in offering investment advisory services to individuals, high net worth individuals, trusts, estates, businesses, and retirement plans. As a fiduciary, Erickson Financial upholds a duty of loyalty, fairness, and good faith towards each client, seeking to mitigate potential conflicts of interest. The firm primarily provides customized investment advisory solutions through continuous personal client contact, offering discretionary investment management and related advisory services. Investment portfolios typically consist of exchange-traded funds (ETFs), low-cost mutual funds, and individual equity securities. The firm's investment approach is long-term focused, but positions may be bought, sold, or reallocated as needed. Clients have the opportunity to place reasonable restrictions on their portfolios. Erickson Financial manages $169,212,484 in client assets as of December 31, 2024, with $166,326,100 managed on a discretionary basis and $2,886,384 on a non-discretionary basis. The firm's fee structure is based on a tiered schedule, and fees are billed monthly based on the market value of assets under management. Clients may request more current information at any time. The firm does not charge performance-based fees and does not manage proprietary investment funds. Clients have full control over voting their securities, and the firm does not accept proxy-voting responsibility. For more information, clients can visit the SEC's Investment Adviser Public Disclosure website or contact the firm directly at (484) 209-5270.