Apollon Wealth Management, LLC is a financial advisory firm based in Mount Pleasant, South Carolina. It currently has approximately $3,046,518,269 of assets under management and employs about 117 people. Apollon Wealth Management, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.

Imprint Wealth, LLC is a registered investment advisor with the U.S. Securities and Exchange Commission, founded in June 2022 and acquired by Family Fortune Financial LLC in October 2024. The firm offers investment advisory services to individuals, high net worth individuals, families, trusts, estates, businesses, charitable organizations, and institutions. Imprint serves as a fiduciary, upholding a duty of loyalty, fairness, and good faith towards each client. The firm provides customized investment advisory solutions, utilizing internal investment management and independent managers when appropriate. Imprint's investment strategies are primarily long-term focused, with the ability to buy, sell, or reallocate investments as needed. The firm does not charge performance-based fees and does not manage proprietary investment funds. Clients have discretion over their accounts, and Imprint does not accept proxy-voting responsibility. The firm's fee structure ranges from 0.50% to 2.00% annually for investment management services, with additional fees for financial planning services. Imprint does not participate in soft dollar programs and does not receive compensation for securities transactions. The firm has a privacy policy in place to protect clients' personal information and does not sell such information to third parties. Clients can limit the sharing of their personal information for marketing purposes. Imprint encourages clients to review statements provided by the account custodian and offers transparency regarding its brokerage practices and compensation received from custodians.

Apollon Financial, LLC is a registered investment advisor offering a Wrap Fee Program where securities transaction fees are combined with investment advisory fees into a single fee. The firm provides customized advisory services to individuals, high net worth individuals, families, trusts, estates, charitable organizations, and businesses. The Wrap Fee Program may cost clients more or less than purchasing these services separately. Investment advisory fees are charged quarterly at an annual rate up to 3.0% depending on factors such as assets under management and services provided. Clients may have investments in "no-transaction-fee" mutual funds, and fees are based on the market value of assets under management. Apollon Financial primarily uses fundamental analysis methods for investment strategies and does not charge performance-based fees. The firm does not manage proprietary investment funds and does not aggregate client accounts for fee discounts. Clients may also incur fees for third-party services not covered under the Wrap Fee Program. Apollon Financial has implemented a Code of Ethics and discloses potential conflicts of interest related to financial activities and affiliations. The firm does not accept proxy-voting responsibility for clients and provides information on risk of loss and voting client securities. Clients have the ability to contact the firm, and Apollon Financial does not have any disciplinary information to disclose. The firm may receive referrals from promoters and provides financial information indicating no adverse financial situations that would impair its ability to meet obligations to clients.

Saos Capital, LLC is an SEC-registered investment adviser founded in November 2011 by William Randolph "O'Malley" Avant. The firm offers asset management services, including discretionary portfolio management across various asset classes such as equities, bonds, options, and more. Financial planning services are also provided, covering areas like estate, tax, and retirement planning. Saos Capital manages $195,898,396 in discretionary assets and $11,826,387 in non-discretionary assets as of December 31, 2024. The minimum account size to establish a relationship is $50,000, with potential flexibility based on factors like future earning capacity and account composition. Fees are charged on a fee-only basis, with an annual fee ranging from 0.75% to 1.50% for asset management services. Pension consulting services are also offered, with fees based on total assets. The firm does not charge performance-based fees. Saos Capital conducts fundamental and technical analysis to inform investment decisions, with a focus on risk management and customized portfolio allocation. The firm does not engage in directed brokerage and may participate in bunched trading for client accounts. Clients receive regular account reviews and statements from the custodian. Saos Capital does not compensate third parties for client referrals and does not provide voting advice on client securities. The firm has no financial commitments impairing its ability to meet client obligations and does not charge fees in advance.

Oceanside Advisors LLC, established in 2012 and registered as an investment advisor in 2014, offers personalized financial planning and investment management services. The firm specializes in financial planning, investment management, tax planning, insurance review, education funding, retirement planning, and legacy planning. Oceanside is fee-based and also operates as an insurance agency. The firm does not act as a custodian of client assets but places trades under a limited power of attorney. Clients receive tailored investment strategies based on their goals and risk tolerance. For asset management services, Oceanside charges fees based on a percentage of assets under management, with tiered fee schedules. The firm also offers one-time financial planning and consulting services at an hourly fee and ongoing financial planning services at a negotiable monthly fee. ERISA plan services are provided, including acting as a 3(38) Investment Manager. Oceanside requires a minimum account size of $500,000, which may be lowered or waived in certain instances. Johann Robert Kroll, the managing member, holds the CFA and CFP® certifications. He has no disciplinary history and is also an insurance agent. Mr. Kroll is responsible for supervision and ensuring compliance with the firm's policies and procedures. Oceanside does not engage in soft dollar arrangements and does not receive external compensation for the sale of securities to clients. Clients are encouraged to vote their own proxies, and all assets are held at qualified custodians. - 20 -

360 Financial Partners, LLC is a financial advisory firm based in Mount Pleasant, South Carolina. It currently has approximately $111,526,477 of assets under management and employs about 3 people. 360 Financial Partners, LLC uses a fee structure of a percentage of assets under your management and fixed fees.

Bowen Wealth LLC is a financial advisory firm established in June 2021 by John Brandon Bowen in South Carolina. The firm specializes in offering ongoing portfolio management services tailored to individual client goals, risk tolerance, and time horizons. Services include investment strategy, asset allocation, risk assessment, and regular portfolio monitoring. Bowen Wealth requires discretionary authority from clients to select securities and execute transactions without prior permission. The firm operates as a fiduciary, making investment decisions in the best interest of clients. Investment strategies include long-term trading, utilizing methods such as charting analysis, fundamental analysis, quantitative analysis, and technical analysis. Bowen Wealth limits its advice to various investment types, including mutual funds, fixed-income securities, real estate funds, equities, private equity funds, and more. Clients have the option to impose restrictions on investments based on personal values. The firm does not participate in wrap fee programs and has assets under management totaling $73,368,678 as of December 31, 2024. Fees are based on an average daily balance and are negotiable, with quarterly payments withdrawn directly from client accounts. Bowen Wealth does not accept performance-based fees and primarily serves individuals and high-net-worth individuals with no minimum account size requirement. The firm provides discretionary investment advisory services, conducts periodic account reviews, and does not accept voting authority for client securities. Clients receive monthly reports detailing account information, and the firm does not receive economic benefits for advice rendered to clients from third parties. Bowen Wealth maintains a written Code of Ethics and does not engage in trading that operates to the client's disadvantage.