Ownership MSA is owned by John Richard Bryan McAlister and Michael Sweet. We were organized and commenced business in 2010 and have been a registered investment adviser since November 2017. Services Offered MSA and its professional consultants provide the following investment advisory services to our clients: (i) financial planning services; and (ii) portfolio management services for individuals and/or small businesses. To that end, we assist clients to develop goals that are designed to accomplish the client’s needs and increases the probability of achieving the stated goals by developing effective solutions to the client’s investment and administrative problems. Investment Products MSA may offer advice on the following as well as the foreign equivalents of the following investment products:
• Equity securities
• Exchange-listed securities
• Over-the-counter securities
• Securities of foreign issuers (including ADRs, EDRs and GDRs)
• Warrants
• Options contracts
• Corporate debt
• Certificates of deposit
• United States government securities
• Municipal securities
• Mutual funds Assets Under Management As of December 31, 2023, the Firm had approximately $173,073,274 in assets under management, $172,827,231 managed on a discretionary basis and $246,043 managed on a non- discretionary basis. Wrap Program and Fees MSA sponsors a Wrap Fee Program (“Wrap Program”). We manage wrap fee accounts using the same investment process for all of our Client accounts under management. For more information on our Wrap Program and the related fees and costs, see our Wrap Fee Brochure, Appendix 1 of Form ADV Part 2A. 2 | P a g e Retirement Accounts – DOL Disclosure We are fiduciaries within the meaning of Title I of the Employee Retirement Income Security Act of 1974 (“ERISA”) and/or the Internal Revenue Code (“Code”), as applicable, when we provide investment advice regarding portfolio assets held in an IRA,

Roth IRA, Archer Medical Savings Account, a Plan covered by ERISA, or a plan described in Section 4975(e)(1)(A) of the Code (collectively referred to collectively sometimes herein as (“Retirement Accounts”). To ensure that MSA will adhere to fiduciary norms and basic standards of fair dealing with respect to Retirement Accounts, we are required to give advice that is in the "best interest" of the retirement client. The best interest standard has two chief components, prudence and loyalty. Under the prudence standard, the advice must meet a professional standard of care and under the loyalty standard, our advice must be based on the interests of our retirement clients, rather than the potential competing financial interest of MSA. To address the conflicts of interest with respect to our compensation, we are required to act in your best interest and not put our interest ahead of yours. To this end, 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. Education All personnel of MSA are expected to have education and business backgrounds that enable them to perform their respective responsibilities effectively. In assigning responsibilities, we consider academic background (including studies in college and graduate schools, as well as degrees earned), industry training, licenses and certifications. Work experience in a related field, such as investments, commodities, insurance, banking or accounting, is also considered. No formal, specific standards have been set, but appropriate education and experience are required. See ADV Form Part 2B for additional information.