WJ Interests, LLC is a Texas limited liability corporation established in 1996, located in Sugar Land, Texas. The firm is a fiduciary registered with the SEC. The principal owners are Jared W. Jameson, William O. (Bill) Jameson, and Jonathan F. Chapman. Services provided include financial planning, investment management, estate planning, and insurance analysis tailored to each client's needs. WJ does not charge wrap fees and managed $553 million in discretionary assets as of December 31, 2024. The wealth management fee consists of a fixed fee of $5,000 per year plus an asset-based fee of 0.65% per year. Clients must sign an advisory agreement outlining services, fees, and responsibilities. WJ does not charge performance-based fees and serves individuals, families, corporations, trusts, and charitable organizations. The firm's investment strategies involve asset allocation and selecting money managers based on fundamentals and technical measures. WJ has no legal or disciplinary events in its history. The firm does not participate in class action lawsuits on behalf of clients. Clients have full discretion over their accounts, and WJ requires limited power of attorney for trading. Proxy votes are handled by the firm, with guidelines in place to ensure voting aligns with client interests. WJ maintains a Business Continuity Plan to address significant business disruptions. Clients can contact custodian Charles Schwab directly in case of operational issues.

Roberts Wealth Management, founded in Biloxi, Mississippi in 1998, is an independent SEC registered investment adviser since 2020. The firm specializes in providing financial planning and fee-based discretionary investment advisory services primarily to individual clients and high-net-worth individuals preparing for or in retirement. They offer asset management services with discretionary portfolio management, tailored to meet clients' needs and investment objectives. The firm partners with sub-advisers for back-office support, trading, and billing. Clients have a minimum investment requirement of $250,000. Roberts Wealth Management does not accept performance-based fees or engage in side-by-side management. The firm emphasizes continuous account supervision and offers investment strategies involving individual stocks, bonds, ETFs, options, mutual funds, and other securities. Clients are encouraged to review financial planning issues and investment objectives regularly. The firm does not accept custody of funds or securities but has the authority to deduct fees directly from client accounts. Clients maintain the responsibility for voting on proxies and making decisions on legal proceedings related to their investments. Roberts Wealth Management has no adverse financial situations or bankruptcy history.

Sweetwater Financial Advisors, LLC, established in June 2001, is an investment advisory firm offering portfolio management, financial planning, and 401(k)/Pension consulting services. The firm customizes services based on individual needs, gathering information such as investment objectives, financial situation, and employment details. They manage approximately $95.6 million in client assets, primarily using mutual funds, ETFs, and individual equities. Clients can grant discretionary authority for account management, allowing SFA to make changes without prior consultation. Financial planning services analyze various aspects like insurance coverage and estate planning, with fees negotiable based on factors like complexity and staff resources. SFA offers a performance-based fee program for qualified clients, charging a percentage of profits annually. Clients can terminate services without penalty within five days of agreement or upon three days' notice thereafter. SFA does not compensate for client referrals and does not vote on client securities. The firm's principals, Mark Dixon Snelling and David Bryan Teel, have extensive financial backgrounds and are Certified Financial Planners. They maintain a fiduciary duty, act in clients' best interests, and have no disciplinary events on record. Supervision and oversight are conducted by Bryan Teel, who reviews all transactions and ensures compliance with regulations. Additional information about the firm and its principals is available on the SEC's website.

Incomar Investments, LLC is a registered investment advisor based in Sugar Land, Texas, founded in 1997 by Michael S. Schiff and Jeffrey M. Feinberg. The firm specializes in managing money for high net-worth individuals, offering diversified investment advisory services including risk assessment, asset allocation, and traditional equity and fixed income management. Incomar also provides tailored advice, retirement planning, and estate planning services. The firm manages client assets totaling $95,405,216 as of December 31, 2024. Incomar charges advisory fees based on a percentage of total assets under management, typically 1% of the market value of assets at the beginning of each quarter. Fees are payable quarterly in advance for discretionary accounts and quarterly in arrears for Third Party Asset Management Services. Incomar's investment strategies include strategic asset allocation, utilizing passively-managed index and exchange-traded funds, actively-managed funds, dividend-paying stocks, and individual municipal, corporate, or government bonds. The firm employs fundamental and technical analysis methods to formulate investment advice. Clients of Incomar Investments, LLC have the option to grant discretionary authority for trading, with the firm having the ongoing responsibility to select and manage investments based on client objectives. Incomar does not manage accounts as part of a wrap or bundled fee program and does not accept compensation for the sale of securities or investment products. The firm's principals, Michael S. Schiff and Jeffrey M. Feinberg, have extensive educational backgrounds and experience in the financial industry. Incomar adheres to a strict Code of Ethics and maintains a Business Continuity Plan to ensure the security and confidentiality of client information. Clients receive regular reports and account reviews, and Incomar provides detailed information on its privacy policy and proxy voting practices.