The Investor’s Fiduciary Advisor Network, LLC, also known as Investor FAN (collectively “Advisor”), was start- ed with the core belief that investment clients deserve the highest level of care from investment professionals. A “Fiduciary” is a person who must deliver you the highest standard of care and place your interests in front of their own. The Advisor embraces its fiduciary role in providing you investment advice, transparency of fees, regular communication and a fierce opposition to any limitations on the investments they can select for your portfolio. The Advisor is primarily owned by Rod Ehrlich and was formed in 2011 to promote investment advi- sor representatives (“Representatives”) who embrace their obligation as an investment fiduciary. Investment Management: It is important for you to provide your Representative with information on your in- vestment goals (objectives), time before you will need to use your investments (time horizon), and any other information that might impact the types of investments recommended by your Representative. Representa- tives will learn about your investment objectives through a variety of means, including interviews, question- naires or through a financial plan. You have the option to note any exclusions or restrictions on the invest- ment advisory agreement (“Agreement”) you sign with the Advisor or in other forms of writing. The Advisor will primarily recommend Charles Schwab & Co. as the firm (“Custodian”) that holds your assets. Charles Schwab & Co. is a FINRA member broker-dealer that is independent and unaffiliated with Advisor. The Advisor will then invest your assets on a discretionary basis with various investments that may include equities (stocks), debt (bonds) and fixed income securities, mutual funds (including no-load mutual funds) and/or exchange traded funds (“ETFs”) or other investments

available through the Custodian you select and made accessible to the Advisor. In conjunction with the Investment Management the Advisor may also pro- vide Financial Planning or Consulting for clients that includes investment planning; retirement planning; lega- cy planning; charitable planning; life insurance; retirement account recommendations; estate planning; tax concerns and planning; college planning; business planning; and debt/credit planning. Written financial plans or financial consultations are provided by Advisor and usually include general recommendations for a course of activity or specific actions to be taken by clients. It is ultimately the client’s decision to act on recommenda- tions provided by Advisor. The Advisor may select or recommend a third-party money management program (“Program”), to access separate and unaffiliated registered investment advisors (“Independent Managers”). In these situations, the Independent Managers will manage your assets on a discretionary basis. If selected, the arrangement with the Independent Managers will be governed by a separate agreement between you and the Independent Managers. Financial Planning: Clients can engage Advisor specifically for Financial Planning, which includes investment advice, financial goals and objectives analysis, as well as financial and retirement planning. It is important to know that all clients have different needs and requirements so not all services are provided to all clients in Financial Planning. Financial Consulting: Advisor provides ongoing financial advice, research and recommendations on an ongo- ing basis through our Financial Consulting program. Through this program Clients are able to access Advisor for advice on an ongoing basis. As of December 31, 2023 the Advisor managed $255,405,413 in discretionary assets.