Relevé Financial Group, LLC (“RFG” or “Firm”) is a registered investment adviser based in Woodbury, Minnesota. RFG was founded in 2016 by Dawn Jurkovich, the Firm’s sole owner. RFG is a full-service wealth management firm offering a comprehensive suite of financial planning, consulting, and investment portfolio management services. As of December 31, 2023, RFG has $186,610,722 in assets under management. Approximately $186,109,853 of assets were managed on a discretionary basis, while $500,869 of assets were managed on a non-discretionary basis. LIVE WELLthy™ RFG, and our founder, Dawn Dahlby, offers online subscription-based coaching and advising services through dawndahlby.com. Dawn has created the LIVE WELLthy™ online platform that is designed to assist people of all ages grow financially empowered. DawnDahlby.com is an educational platform that merges effective teachings of self-help with finance. Visitors can access free information and tools to help them to better understand and manage their worth and their wealth. DawnDahlby.com also offers a proprietary online advisory platform, which is a monthly subscription-based self-guided paid program. The platform provides educational videos to teach members how to improve their self-worth, earn the right income for their skillset, and build a financial plan to grow their wealth. Investment Management Services RFG offers investment management services to LIVE WELLthy™ Clients. RFG will offer Clients ongoing investment management services by determining individual investment goals, time horizons, objectives, and risk tolerance. Investment strategies, investment selection, asset allocation, portfolio monitoring, and the overall investment program will be based on the above factors. Discretionary When the Client elects to use RFG on a discretionary basis, the Client

will sign a limited trading authorization or equivalent allowing RFG to determine the securities to be bought or sold and the amount of the securities to be bought or sold. RFG will have the authority to execute transactions in the account without seeking Client approval on each transaction. Non-Discretionary When the Client elects to use RFG on a non-discretionary basis, RFG will determine the securities to be bought or sold and the amount of the securities to be bought or sold. However, RFG will obtain prior Client approval on each and every transaction before executing any transaction. RFG may also select and appoint one or more Sub-Advisor(s) to provide Sub-Advisor Services to Client’s Account. Such Sub-Advisor Services will be as determined by RFG. Such Sub-Advisor(s), in providing Sub- Advisor Services, shall have all of the same authority relating to the management, including fee deduction authority, of Client’s Account as is granted to RFG. In addition, at RFG’s discretion, RFG may grant such Sub- Advisor(s) full authority to further delegate such discretionary investment authority to other Money Managers. Client will agree to such authority within RFG’s Advisory Agreement. All fees paid by Client to RFG are inclusive of the fees paid to Sub-Advisor. Comprehensive Wealth Management services are offered to clients through RFG’s Wrap Fee Program. RFG serves as the sponsor and sole portfolio manager of the RFG Wrap Fee Program. Please refer to RFG’s ADV Part 2A - Wrap Fee Program Brochure for more information. Client-Tailored Services and Client-Imposed Restrictions The goals and objectives for each Client are documented in our Client files. Investment strategies are created that reflect the stated goals and objectives. Clients may impose restrictions on investing in certain securities or types of securities. These restrictions may, however, prohibit engagement with RFG. Wrap Fee Programs RFG is sponsor and portfolio manager of the RFG Wrap Fee Program. Please refer to RFG’s ADV Part 2A - Wrap Fee Program Brochure for more information.