Firm Description Trinity Legacy Partners, LLC, hereinafter (“the Adviser”) was founded in 2011. The adviser is registered with the Securities and Exchange Commission (“SEC”). As an Investment Adviser, we must adhere to a fiduciary standard. This standard requires Advisers to act and serve a client’s best interests with the intent to eliminate, or at least to expose, all potential conflicts of interest which might incline an Adviser consciously or unconsciously to render advice which is not in the best interest of the client. The Adviser is a fee-only investment management and financial planning firm. The firm does not sell securities on a commission basis. The firm is not affiliated with entities that sell financial products or securities. The Adviser does not act as a custodian of client assets and the client always maintains asset control. The Adviser has the discretion to manage client accounts as outlined in the firm’s investment adviser agreement. Other professionals (e.g., lawyers, accountants, insurance agents, etc.) are engaged directly by the client on an as-needed basis. Any conflicts of interest arising out of the Adviser’s, or its associated persons are disclosed in this brochure. Principal Owners: Principal Owners: John P. Wilkinson, III; POM Asset Management, L.P., Lifetree Financial, LLC, Anthony L. Garcia, and John J. Hunter are all principal owners. Additional Office - by appointment: 2001 Timberloch Place, #500 The Woodlands, TX 77380 Types of Advisory Services The Adviser provides investment supervisory services, also known as asset management services, and furnishes investment advice through consultations. The Adviser will provide asset management services and is compensated for such services through a management fee further outlined below in Item 5. It should be noted that important aspects of the client’s financial affairs are reviewed prior to executing and implementing any investment management services. Investments may include equities (stocks), commercial paper, certificates of deposit, municipal securities, mutual funds shares, exchange-traded fund shares (ETFs), U. S. government securities, and options contracts. The Adviser also provides financial planning and consulting. Generally, such consultations and planning may include and but are not limited to any of the following: reviewing investment accounts and asset allocation; strategic tax planning; reviewing retirement accounts and employer retirement plans; reviewing insurance policies; developing retirement scenarios; estate planning review; and college education planning. Non-Charles Schwab Accounts The Adviser uses a third-party platform to facilitate management of brokerage accounts and defined contribution plan participant accounts, with discretion. The Adviser manages these accounts using the Pontera Order Management System. Please refer to Item 12 – Brokerage Practices for more information. DOL Disclosure When the Adviser provides investment advice to clients regarding a client’s retirement plan account or individual retirement account, the Adviser is a fiduciary within the meaning of Title I of the Employee Retirement Income Security Act and/or the Internal Revenue Code, as applicable, which are laws governing retirement accounts. Under this special rule’s provisions, we must:
• Meet a professional standard of care when making investment recommendations (give prudent advice);
• Never put our financial interests ahead of yours when making recommendations (give loyal advice);
• Avoid misleading statements about conflicts of interest, fees, and investments;
• Follow policies and procedures designed to ensure that we give advice that is in your best interest;
• Charge no more than is reasonable for our services; and
• Give you basic information about conflicts of interest. Assets Under Management As of December 31, 2023, the Adviser managed approximately $379,881,141 of assets under management, which included $352,134,700 on a discretionary basis and $27,676,441 on a non- discretionary basis. Tailored Relationships The goals and objectives for each client are documented. Clients may impose restrictions on investing in certain securities or types of securities. Assignment

of Investment Management Agreements Agreements may not be assigned without the written consent of the client. Types of Agreements The following agreements define the typical client relationships. Investment Advisory Agreement As part of the investment management service, important aspects of the client’s financial affairs are reviewed, and realistic and measurable goals are set and objectives to reach those goals are defined. As goals and objectives change over time, suggestions are made and implemented on an ongoing basis. The Adviser periodically reviews a client’s financial situation and portfolio through regular contact with the client, which often includes an annual meeting with the client. The Adviser makes use of portfolio rebalancing software to maintain client allocations according to the Investment Objective Statement in effect. The scope of work and fee for an Advisory Service Agreement is provided to the client in writing prior to the start of the relationship. The agreement sets forth the services to be provided, the fees for the service and the agreement may be terminated by either party in writing at any time. Investment Consulting Agreement The Adviser may consult with a client on assets held in employer-sponsored retirement plans, such as 401(k) plans. The Adviser can review the investment options in such a retirement plan and recommend an asset allocation, based upon a client’s investment objective. As part of this agreement, the Adviser periodically reviews a client’s retirement portfolio. With regard to retirement plans that are subject to the Employee Retirement Income Security Act of 1974 (“ERISA”), the Adviser generally assumes the role of a fiduciary with respect to such ERISA plans. Additionally, the Responsible Plan Fiduciary for ERISA plans will be provided with an ERISA Fee and Services Disclosure pursuant to Section 408(b)(2) of ERISA, prior to the ERISA Plan engaging the Adviser for advisory services. Financial Planning Agreement A financial planning analysis may include but is not limited to: net worth statement; cash flow statement; review of investment accounts, asset allocation analysis; strategic tax planning; review of retirement accounts; review of insurance policies, evaluation of retirement goals; estate planning review; and college education planning. Financial planning may be the only service provided to the client and it does not require the client to use or purchase the investment advisory services offered by the Adviser. The Adviser may receive compensation for financial planning and providing investment consulting services. The Adviser does not make any representation regarding products that may be referenced in a financial plan and the client is under no obligation to accept the recommendations of the Adviser or use the services of the Adviser in particular. Asset Management Investments may also include equities (stocks), warrants, corporate debt securities, commercial paper, certificates of deposit, municipal securities, investment company securities and mutual funds shares, exchange-traded fund shares (ETFs), U. S. government securities, options contracts, futures contracts, and interests in partnerships. Stocks and bonds may be purchased or sold through a brokerage account when appropriate. The brokerage firm charges a fee for stock and bond trades. The Adviser does not receive any compensation, in any form, from fund companies. From time to time the Adviser may recommend public offerings (IPOs) if deemed suitable. WRAP Program The Adviser does not sponsor a WRAP fee program. Termination of Agreement A client may terminate any of the aforementioned agreements at any time by notifying the Adviser in writing. Clients shall be charged pro-rata for services provided through to the date of termination. If the client made an advance payment, the Adviser would refund any unearned portion of the advance payment. The Adviser reserves the right to terminate any financial planning engagement where a client has willfully concealed or has refused to provide pertinent information about financial situations when necessary and appropriate, in the Adviser’s judgment, to providing proper financial advice. Any unused portion of fees collected in advance will be refunded.