TownSquare Capital, LLC is a registered investment adviser based in Provo, UT, providing services since June 2017. The firm specializes in sub-advisory asset management services to affiliated and unaffiliated third-party money managers. They offer discretionary asset management tailored to meet clients' needs and investment objectives. TownSquare Capital, LLC may invest client assets in various types of investments, including equities, mutual funds, real estate, and derivatives. The firm manages over $14 billion in client assets on a discretionary basis. Fees for sub-advisory services are negotiable and agreed upon with the Primary Investment Adviser. The firm does not accept performance-based fees or engage in side-by-side management. Clients have the option to direct brokerage business, and the firm may recommend specific custodians for client accounts. TownSquare Capital, LLC exercises limited custody over client funds through the ability to deduct advisory fees. The firm may effect wire transfers with client authorization and has procedures in place for trade errors. Proxy voting is conducted based on the best financial interests of clients. The firm has no financial commitments impairing its ability to meet client obligations and has not been involved in bankruptcy proceedings.

The Norden Group LLC is a registered investment adviser based in Provo, UT, established by Garen T. Winn and Seth L. Merrill. The firm offers discretionary portfolio management services, financial planning services, and a Turnkey Asset Management Program in partnership with Townsquare Capital, LLC. Clients have the option for both discretionary and non-discretionary portfolio management services. The firm may use sub-advisers to manage a portion of client accounts on a discretionary basis. The investment strategies include fundamental analysis, long-term and short-term purchases, margin transactions, option writing, ESG criteria, trading, and cash management. The firm charges an annual fee for portfolio management services, a fixed fee for financial planning services, and consulting fees on a case-by-case basis. The firm does not accept performance-based fees or participate in side-by-side management. The firm exercises limited custody over client funds for fee deduction purposes. The firm has a privacy policy in place to protect customer information and restricts access to nonpublic personal information. Clients are provided with regular account reviews and have the option to participate in proxy voting. The firm does not receive compensation for client referrals or engage in directed brokerage practices. For further information, clients can contact the Chief Compliance Officer.

Portside Wealth Group, LLC is a financial advisory firm based in Provo, Utah. It currently has approximately $848,451,246 of assets under management and employs about 38 people. Portside Wealth Group, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.

Accuvest Global Advisors is an investment advisory firm established in 2005, focusing on providing global investment solutions to institutional and retail clients. The firm offers full-service asset management, sub-advisory services, consulting, and research. Clients can impose restrictions on investments, and the firm may engage independent money managers. Accuvest manages over $937 million in discretionary assets. Fees for asset management services range from 1.50% to 2.00% annually based on assets under management. The firm operates as a fiduciary, acting in clients' best interests, especially in retirement account recommendations. Investment discretion is granted to clients, allowing the firm to execute transactions on their behalf. The firm conducts fundamental and technical analysis and employs various investment strategies, including long-term and short-term purchases, trading, and short sales. Accuvest does not have disciplinary events to disclose and maintains a Code of Ethics to ensure ethical conduct. The firm allows client-directed brokerage and votes proxies in the best interest of clients. Accuvest does not have custody of client funds and does not engage in soft dollar arrangements. The firm discloses potential conflicts of interest and maintains records of proxy voting decisions. Accuvest does not have financial conditions that impair meeting obligations and has not been subject to bankruptcy proceedings. For more information, clients can contact Chief Compliance Officer David Garff at (925) 930-2882 or [email protected].