West Rim Capital Associates II, L.P. is an investment adviser registered with the SEC, managing $1.6 billion in client assets as of December 31, 2024. The firm, established in Delaware, provides investment supervisory services to private investment-related funds, primarily focusing on lower middle-market buyout and growth equity investments. The firm's investment strategy involves identifying, evaluating, negotiating, managing, and monitoring investment opportunities in operating entities. The firm charges a maximum management fee of 2.5% of aggregate investor capital commitments, with potential reductions based on certain circumstances. Additionally, the firm may receive a carried interest of up to 25% of realized profits. The firm's investment philosophy includes a long-term approach, with investments primarily in privately held companies. The firm's brokerage practices prioritize best price and execution capability, considering factors such as prompt execution, reliability, integrity, and research services provided by brokers. The firm has discretion over client investments and may enter into side letter arrangements with certain investors. The firm has adopted Proxy Voting Policies and Procedures to ensure proxy votes align with the best interests of the Funds. For further details on the firm's policies and practices, interested parties can contact Tom Pierce at (801) 407-8400.

Drive Wealth Advisers is a financial advisory firm based in Lehi, Utah. It currently has approximately $1,381,186,401 of assets under management and employs about 14 people. Drive Wealth Advisers uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and share in the fee charged by the sub adviser.

B.O.S.S. Retirement Advisors, LLC is an investment adviser based in Lehi, Utah, established in 2008. The firm offers investment management services to individuals, families, and businesses, with a focus on reducing risk through diversified portfolios. Clients can choose between discretionary and non-discretionary management, with accounts managed jointly with AE Wealth Management, LLC or referred to third-party managers. The firm acts as a liaison between clients and third-party managers, providing ongoing oversight and support. Investment management services are tailored to individual client needs, with a minimum investment requirement of $7,000 for third-party manager referrals. Fees for investment management services are negotiable and may include supplemental financial planning or consulting services. The firm may receive compensation from third-party managers or platform providers, creating a potential conflict of interest. B.O.S.S. Retirement Advisors operates as a fiduciary, obligated to act in clients' best interests. The firm does not charge performance-based fees and does not engage in side-by-side management. Clients receive account statements directly from the custodian and are encouraged to review them regularly. The firm does not vote proxies on behalf of clients. B.O.S.S. Retirement Advisors has no financial conditions that would impair its ability to meet client commitments.

Solidarity Wealth, LLC is a financial advisory firm based in Lehi, Utah, established to help clients meet their financial goals while considering risk tolerance and time horizons. Acting as a fiduciary, the firm prioritizes clients' best interests and maintains open communication. They offer a wrap fee program where clients pay a single fee for investment advisory services and custodial transaction costs. The firm recommends Pershing Advisor Solutions, LLC as a custodian. Their Wrap Wealth Management service involves a thorough understanding of clients' financial goals, investment objectives, and risk tolerance. Clients are charged a management fee of up to 1.25% of assets under management, paid quarterly. The firm's investment strategies include asset allocation, fixed income, long-term purchases, mutual funds, options, private equity, and private funds. Clients are informed about various risks associated with investing, including market, economic, and operational risks. The firm's representatives are licensed insurance agents and registered representatives of M.S. Howells & Co. They adhere to a Code of Ethics and provide full disclosure of all material facts. Solidarity Wealth, LLC does not provide financial information in the brochure. Clients can contact their portfolio managers directly and are encouraged to review the firm's Privacy Policy for information on client data usage.

Andina Family Offices is a financial advisory firm based in Lehi, Utah. It currently has approximately $284,933,059 of assets under management and employs about 16 people. Andina Family Offices uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and performance-based fees.

SwitchPoint Financial Planning, LLC, established in 2016, is led by James Rhead Sweeney, a Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). James holds a Master of Business Administration and a Master of Science in Finance from the University of Utah, along with a Bachelor's degree in Economics from Brigham Young University. With over a decade of experience in the financial industry, James has worked in various roles before founding SwitchPoint, where he serves as the Owner. As a CFP, James adheres to a fiduciary standard of care, ensuring that clients' best interests are prioritized. He has no disciplinary history and is not involved in any outside business activities, maintaining a focus on providing advisory services through SwitchPoint. The firm does not require a minimum initial investment and operates with transparency regarding fees. Clients can expect personalized financial planning services under the supervision of Kyle Wilhelm, the Chief Compliance Officer at SwitchPoint. James Sweeney's expertise and commitment to ethical standards make SwitchPoint a reliable choice for individuals seeking comprehensive financial guidance.

Decker Retirement Planning Inc. is a fee-based financial planning and investment management firm founded in May 2016 by Brian Decker. The firm offers personalized retirement planning, financial planning, and investment management services to various clients, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. Decker Retirement Planning requires a minimum account size of $300,000. The firm utilizes quantitative, computer-driven investment models that consider technical and fundamental analysis. Investment strategies are tailored to individual client objectives and risk tolerance. Clients grant discretionary authority to Decker Retirement Planning for managing their accounts, with the firm not acting as a custodian of client assets. The firm does not engage in wrap fee programs and had approximately $285,093,119 in assets under management as of December 31, 2024. Decker Retirement Planning charges asset management fees ranging from 0.20% to 1.4% annually, based on the assets under management. The firm does not participate in performance-based fees and does not vote proxies on client securities. Decker Retirement Planning has a privacy policy in place to protect clients' personal and financial information and has a succession plan in case of Brian Decker's absence. For more information, visit www.deckerretirementplanning.com.

Peterson Rogers Private Wealth, LLC is an independent investment and advisory firm founded by Merrill (Tom) Peterson and Benjamin Rogers. The firm, registered with the U.S. Securities and Exchange Commission, offers tailored wealth management services to various clients, including family offices, high net worth individuals, and retirement plans. PRPW's investment strategies are client-centered, focusing on long-term asset allocation decisions rather than market timing. The firm provides investment advisory services on a discretionary or non-discretionary basis, with fees typically ranging from 0.5% to 1.25% of assets under management. Clients have the option to grant full or limited discretionary authority over their accounts. PRPW does not accept performance-based fees or engage in side-by-side management. The firm's investment philosophy emphasizes diversification, avoidance of market timing, and keeping fees low. PRPW uses Charles Schwab & Co. Inc. as its custodian and does not receive compensation from Schwab or other brokerage firms. Clients are urged to compare custodian account statements with PRPW's performance reports. The firm does not receive soft dollars or referral fees and has no disciplinary events to disclose. Clients may request reports detailing performance, asset allocation, and holdings. PRPW has no financial conditions impairing its ability to meet client commitments. The firm has discretionary trading authority and votes client securities in alignment with client interests.

Jasmijn Capital Management, LLC, established in 2003 and incorporated in 2014, offers investment advisory services specializing in the Advisor Managed Portfolios Program. The firm is owned by David A. Melling and Jordan V. Schwartz. Clients can expect tailored investment advice based on risk tolerance assessments and discussions about investment objectives. The firm manages $71,429,768 on a discretionary basis. Fees are calculated as a percentage of assets under management, with a maximum annual fee of 2%. Clients may impose restrictions on investments, and the firm does not offer wrap fee programs. Investment strategies include risk assessment, portfolio optimization, and rebalancing. The firm does not charge performance fees and does not engage in side-by-side management. Minimum account balance requirements start at $10,000. Clients have the right to terminate agreements within five business days without penalties. The firm's Code of Ethics ensures fair and ethical practices, with a fiduciary duty to act in the best interest of clients. The firm does not receive compensation for client referrals and does not accept soft dollar benefits. Jasmijn Capital does not accept proxy authority to vote client securities. Clients receive quarterly account statements from the custodian. The firm has a Business Continuity Plan in place since 2018.