Jamison Hanson Advisors LLC (“JH Advisors”) has been providing advisory services since 2006. The firm’s ownership was transferred to Steven Jamison, principal owner of the affiliated accounting firm, Jamison Hanson LLC (“JH CPA”), upon the death of Phillip Green in 2016. JH Advisors was formally known as Green Wealth Management, LLC prior to a name change in 2022. As of December 31, 2022, JH Advisors managed $167,586,797 on a discretionary basis. Additionally, JH Advisors provided advice on an additional $7,792,907of self-directed retirement account assets. Investment Management Services: JH Advisors manages investment portfolios for individuals, qualified retirement plans, trusts, charitable and non-profit organizations and small businesses. After entering into an advisory relationship, we will typically:
• work with the client to determine the client's investment objectives and investor risk profile,
• design a written investment policy statement, using investment and portfolio allocation software to evaluate alternative portfolio designs,
• evaluate the existing investments with respect to the client's investment policy statement,
• work with new clients to develop a plan to transition from the client's existing portfolio to the portfolio recommended by us,
• continuously monitor the client's portfolio holdings and the overall asset allocation strategy, and
• hold regular review meetings with the client regarding the account as necessary. We will typically create a portfolio of no-load mutual funds, and may use model portfolios if the models match the client's investment policy. We will allocate the client's assets among various investments taking into consideration the overall management style selected by the client. We primarily recommend portfolios consisting of mutual funds which follow a passive asset class investment philosophy with low holdings turnover. Client portfolios may also include some individual equity securities in situations where disposition of these securities would present an overriding tax implication or the client specifically requests they be retained for a personal reason. JH Advisors manages mutual fund and equity portfolios on a discretionary or nondiscretionary basis. A client may impose any reasonable restrictions on our discretionary authority, including restrictions on the types of securities in which we may invest client’s assets and on specific securities, which the client may believe to be appropriate. We may also recommend fixed income portfolios to advisory clients, which consist of discretionary managed accounts of individual bonds. Via an Investment Advisory Agreement, we will request discretionary authority from advisory clients to manage fixed income portfolios, including the discretion to retain a third-party fixed income manager (“Independent Manager”). We currently utilize Buckingham Strategic Partners as an Independent Manager for particular clients. As further detailed in Item 10 of this Brochure, JH Advisors will also engage Buckingham Strategic Partners for administrative services. Clients shall execute a limited power of attorney in favor of such Independent Managers in order for them to carry out such services. Pursuant to our discretionary authority, we will retain Buckingham Strategic Partners as an Independent Manager for fixed income securities. We will retain the authorization to terminate or change any Independent Manager. The fixed income securities manager will be provided with the discretionary authority to invest client assets in fixed income securities consistent with the clients Fixed Income Investment Policy Statement. The Independent Manager is authorized to negotiate transaction costs and to execute trades through broker-dealers. The manager will also monitor the account for changes in credit ratings, security call provisions, and tax loss harvesting opportunities (to the extent that the manager is provided with cost basis information). The manager will obtain our consent prior to the sale of any client securities. On an ongoing basis, we will answer clients’ inquiries regarding their accounts and review periodically with clients the performance of their accounts. We will periodically, and at least annually, review clients’ investment policy, risk profile and discuss the re-balancing of each client’s accounts to the extent appropriate. We will provide to the third-party investment manager any updated client financial information or account restrictions necessary to provide sub-advisory services. As part of JH Advisors’ services, JH Advisors may provide continuous investment advice and reporting to Clients on agreed upon accounts where JH Advisors does not have trading discretion. For these specific accounts, Clients will have the responsibility to implement all recommendations made by JH Advisors on such accounts. JH Advisors will provide reporting for accounts

to which JH Advisors is provided access through the Total Account Solution platform or other acceptable medium. In certain circumstances, as determined by JH and the client, JH may engage DFA as an Independent Manager to manage portfolios of individual securities for clients. In these instances, DFA’s fees are separate, distinct, and in addition to JH’s advisory fees. Employee Benefit Retirement Plan Services: JH Advisors also provides advisory services to participant-directed retirement plans through third-party administration services, which are online bundled service providers offering an opportunity for plan sponsors to provide their participants with daily account access, valuation, and investment education. JH Advisors will analyze the plan's current investment platform, and assist the plan in creating an investment policy statement defining the types of investments to be offered and the restrictions that may be imposed. JH Advisors will recommend investment options to achieve the plan's objectives, provide participant education meetings, and monitor the performance of the plan's investment vehicles. JH Advisors will recommend changes in the plan's investment vehicles as may be appropriate from time to time. JH Advisors generally will review the plan's investment vehicles and investment policy as necessary. JH Advisors will continue to work with plans to monitor plan investments, provide fiduciary plan advice including regular considerations of the goals and objectives of the plan, and provide participant education services to the plan. JH Advisors shall have no responsibility to provide any services related to the following types of assets: employer securities; real estate (except for real estate funds and publicly traded REITs); life insurance, stock brokerage accounts or mutual fund windows; participant loans; non-publicly traded partnership interests; other non-publicly traded securities or property (other than collective trusts and similar vehicles); or other hard-to-value or illiquid securities or property (collectively, “Excluded Assets”). The Excluded Assets shall be disregarded in determining the Fees payable. Financial Planning Services: As a complement to our investment management services, JH Advisors may also provide advice in the form of financial planning. In general, the financial plan may address any or all of the following areas of concern:
• Personal: Family records, budgeting, personal liability, estate information and financial goals.
• Professional: Cash flow expectations, debt structure, transition planning, and office space lease vs buy decisions.
• Education: 529 plans and general assistance in preparing to meet dependents continuing educational needs.
• Tax & Cash Flow: Income tax and spending analysis and planning for past, current and future years.
• Death & Disability: Cash needs at death, income needs of surviving dependents, estate planning and disability income analysis.
• Retirement: Analysis of current strategies and investment plans to help the client achieve his or her retirement goals.
• Investments: Analysis of investment alternatives and their effect on a client's portfolio.
• Divorce Planning: Assistance with financial issues and decisions that face couples in the process of divorce. Information gathered in preparation of a financial plan includes a client’s current financial status, future goals, and attitudes toward risk. Should a client choose to implement the recommendations contained in the plan, JH Advisors suggests the client work closely with his/her attorney, accountant, and/or insurance agent. Implementation of financial plan recommendations is entirely at the client’s discretion. Financial planning recommendations are of a general nature and are not limited to any specific product or service offered by a broker-dealer or insurance company. Consulting Services Clients may also receive investment advice on a more limited basis. This may include advice on an isolated area of concern such as estate planning, retirement planning, or any other specific topic. JH Advisors also provides specific consultative and administrative support services regarding clients’ investment and financial concerns. Additionally, JH Advisors provides advice on non-securities matters. Generally, this is in connection with the rendering of estate planning and/or income tax planning advice. Education: In addition to personalized individual client meetings, JH Advisors occasionally provides general investing education to clients and the community, free of charge, through hosted seminars and workshops. No Legal or Accounting Advice: While associates of JH Advisors may be licensed accountants, JH Advisors does not provide any legal or accounting advice. Clients should seek the counsel of a qualified accountant and/or attorney when necessary.