Bowie Capital Management, LLC, established in May 2014, is a Texas-based investment adviser offering services to high net-worth individuals, institutions, and private investment vehicles. The firm's investment philosophy centers on owning a portfolio of high-quality companies purchased at attractive prices. Bowie manages approximately $2,214 million in discretionary assets as of December 31, 2024. The firm charges management fees based on a scaling structure for Funds and a standard rate for Sub-Advised Funds and separately managed accounts (SMAs). Performance-based fees are applicable to certain accounts. Bowie follows a fundamental, bottoms-up investment process and discloses potential risks associated with investments. The firm has no disciplinary actions, engages in limited soft-dollar benefits, and has a Code of Ethics in place. Bowie has custody of the Funds' assets and exercises investment discretion for the Funds, Sub-Advised Funds, and some SMAs. The firm votes proxies for certain accounts and has no financial conditions impairing its commitments to clients. For more details, visit www.bowiecapital.com.

Generational Wealth Advisors (GWA) is a Registered Investment Advisor founded in May 2005 and based in Richardson, Texas. The firm offers advisory services to individuals, high net worth individuals, trusts, foundations, estates, business entities, retirement plans, and charitable organizations. GWA employs a team of Advisors with various designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Public Accountants (CPAs), and Certified Exit Planning Advisors (CEPA). The firm provides tailored financial planning services, including investment planning, retirement planning, and savings strategies. GWA manages assets totaling $392,535,549 as of December 31, 2024, on a discretionary basis. The majority of Clients pay fees based on a percentage of assets managed, starting at 1.25% annually for the first $1,000,000, with reduced fees for larger amounts. Financial planning fees are charged separately at hourly rates. GWA does not charge performance-based fees and does not participate in side-by-side management. The firm's investment strategies are based on Modern Portfolio Theory, emphasizing diversification and asset allocation. GWA does not vote proxies on behalf of Clients and does not offer consulting assistance regarding proxy issues. Clients maintain exclusive responsibility for directing proxy votes. GWA does not require prepayment of fees exceeding $1,200 more than six months in advance. The firm maintains a strict privacy policy to safeguard client information and limits access to personal data to those with a professional need to know. Clients can access and correct their account information through various channels provided by GWA.

Consilium Wealth Advisory, LLC, established in June 2012, offers investment management and wealth advisory services primarily to high net worth individuals and corporations. The firm provides services such as financial planning, investment management, tax planning, insurance review, and estate planning. Consilium is a fee-based firm that does not sell annuities or insurance products. They offer discretionary and non-discretionary asset management services, with fees based on a percentage of assets under management. Clients have the option to impose restrictions on investing in certain securities. The firm acts as a fiduciary and provides services in the best interest of clients. They do not participate in wrap fee programs and had approximately $312,556,746.00 in client assets under management as of December 31, 2024. Consilium's investment strategies involve quantitative and qualitative analysis, with a focus on understanding market behavior and evaluating securities based on various factors. The firm does not receive external compensation for the sale of securities to clients and does not use a performance-based fee structure. Clients include individuals, high net worth individuals, and corporations. The firm does not require a minimum account size to open an account. Consilium's owner, Cliff Demarest, has a Certified Private Wealth Advisor (CPWA) designation and has no disciplinary history. He is solely responsible for the supervision and formulation of investment advice at the firm.

Bland Garvey Wealth Advisors, LLC (BGWA) is a registered investment adviser established in 2006 and based in Richardson, TX. The firm specializes in managing investment portfolios for individuals, charitable organizations, corporations, retirement plans, trusts, and small businesses. BGWA primarily recommends portfolios of no-load mutual funds, with a focus on passively managed asset class and index mutual funds, particularly those offered by Dimensional Fund Advisors (DFA). The firm also offers consulting services on various financial matters. BGWA's fee structure for investment management services is based on a percentage of assets under management, ranging from 1.00% to 0.35%. The minimum account size for investment management services is $250,000, with a separate minimum of $400,000 for fixed income securities management. The firm does not charge performance-based fees. Clients have the option to provide BGWA with investment discretion, allowing the firm to determine the securities and amounts bought or sold. BGWA also works with third-party sub-advisers, such as Focus Partners Advisor Solutions, for certain client accounts. BGWA does not vote proxies on behalf of clients and does not accept the authority to do so. The firm has no disciplinary information and has no financial commitments that impair its ability to meet client obligations.

Ld Lowe Wealth Advisory is a financial advisory firm based in Richardson, Texas. It currently has approximately $113,679,430 of assets under management and employs about 9 people. Ld Lowe Wealth Advisory uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.