Our Advisory Business Best Invest is a registered investment adviser with the Securities and Exchange Commission (“SEC”) which provides investment advice regarding securities and other financial services to clients. We provide management services to individuals, high net worth individuals, small businesses, corporations, and retirement plan sponsors. We provide our investment advice through Investment Adviser Representatives (“IAR”) associated with us. These individuals are appropriately licensed, qualified, and authorized to provide advisory services on our behalf. Best Invest was formed in July 2018 by John Fosdick. John serves as the President and CEO. Brad Dobson CFP® serves as Executive Vice President. Lori Barker serves as the Chief Compliance Officer (CCO). Best Invest is committed to the precept that by placing the client’s interests first, we will add value to the asset management process and earn the client’s trust and respect. We value long-term relationships with our clients whom we regard as strategic partners in our business. Services Best Invest offers asset management, financial planning, and consulting services, with an emphasis on building portfolios designed to meet the needs of our clients. Our focus is on helping you develop and execute a plan that is designed to build and assist in preserving your wealth. We are available during normal business hours either by telephone, email, or in person by appointment to answer your questions. Wrap Fee Program We currently do not participate in a wrap fee program. Asset Management Services Asset management is the professional management of securities and other assets to meet your specified investment goals. With an Asset Management Account, you engage us to assist you in developing a custom-tailored portfolio designed to meet your unique investment objectives. The investments in the portfolio account may include Mutual Funds, ETFs, Leveraged ETFs, ETNs, Stocks, Bonds, Options, Closed End Funds, etc. As part of the active asset management process, we will meet with you to discuss your financial circumstances, investment goals and objectives, and to determine your risk tolerance. We will ask you to provide statements summarizing current investments, income and other earnings, recent tax returns, retirement plan information, other assets and liabilities, wills and trusts, insurance policies, and other pertinent information. Based on the information you share with us we will analyze your situation and tailor a portfolio with appropriate asset allocations and investment strategies. Our recommendations and ongoing management are based upon your investment goals, objectives, and risk tolerance. We will monitor the account, trade as necessary, and communicate regularly with you. Best Invest ADV Part 2A March 2024 Page 5 of 20 We will work with you on an ongoing basis to evaluate your asset allocation as well as rebalance your portfolio as necessary to keep it in line with your goals. We will be reasonably available to help you with questions about your account. We will:
• Review your present financial situation
• Monitor and track assets under management
• Advise on asset selection
• Determine market divisions through asset allocation models
• Provide research and information on performance and fund management changes
• Build a risk management profile for you
• Assist you in setting and monitoring goals and objectives, and
• Provide personal consultations as necessary upon your request or as needed. You are obligated to notify us promptly when your financial situation, goals, objectives, or needs change. You shall have the ability to impose reasonable restrictions on the management of your account, including the ability to instruct us not to purchase certain mutual funds, stocks, or other securities. These restrictions may be a specific company security, industry sector, asset class, or any other restriction you select. Under certain conditions, securities from outside accounts may be transferred into your advisory account; however, we may recommend that you sell any security if we believe that it is not suitable for the current recommended investment strategy. Additionally, trading may be required to meet initial allocation targets, after substantial cash deposits that require investment allocation, and/or after a request for a withdrawal that requires liquidation of a position. If you decide to implement our recommendations, we will help you open a custodial account(s). The funds in your account will be held in a separate account, in your name, at an independent custodian, and not with us. We require our clients to use Charles Schwab & Co., Inc. for all client accounts.

You will enter into a separate custodial agreement with the custodian which authorizes the custodian to take instructions from us regarding all investment decisions for your account. We will select the securities to be bought and sold as well as the amount to be bought and sold within the parameters of the objectives and risk tolerance of your account. You will be notified of any purchases or sales through trade confirmations and statements that are provided by the custodian. These statements list the total value of the account, itemize all transaction activity, and list the types, amounts, and total value of securities held. You will at all times maintain full and complete ownership rights to all assets held in your account, including the right to withdraw securities or cash, proxy vote, and receive transaction confirmations. We manage accounts on a discretionary basis. This means you have given us the authority to determine the following without your consent:  Securities to be bought or sold for the account;  Amount of securities to be bought or sold for the account; Best Invest ADV Part 2A March 2024 Page 6 of 20  Broker-dealer to be used for a purchase or sale of securities for your account, and  Commission rates to be paid to a broker or dealer for your securities transactions. Trading may be required to meet initial allocation targets, after substantial cash deposits that require investment allocation, and/or after a request for a withdrawal that requires liquidation of a position. Additionally, your account may be rebalanced or reallocated periodically to reestablish the targeted percentages of your initial asset allocation. This rebalancing or reallocation will occur on the schedule we have determined together. You will be responsible for any and all tax consequences resulting from any rebalancing or reallocation of the account. We are not tax professionals and do not give tax advice. However, we will work with your tax professionals to assist you with tax planning. Financial Planning and Consulting We provide services such as investment planning, general financial planning, income tax planning, college education funding, business succession planning, retirement planning, educational fund planning, risk management, and business planning. Fee based financial planning is a comprehensive relationship which incorporates many different aspects of your financial status into an overall plan that meets your goals and objectives. The financial planning relationship consists of face-to-face meetings and ad hoc meetings with you and/or your other advisors (attorneys, accountants, etc.) as necessary. In performing financial planning services, we typically examine and analyze your overall financial situation, which may include issues such as taxes, insurance needs, overall debt, credit, business planning, retirement savings, and the review of your current investment program. Our services may focus on all or only one of these areas depending upon the scope of our engagement with you. It is essential that you provide the information and documentation we request regarding your income, investments, taxes, insurance, estate plan, etc. We will discuss your investment objectives, needs and goals, and you are obligated to inform us of any changes. We do not verify any information obtained from you, your attorney, accountant, or other professionals. If you engage us to perform these services, you will receive a written agreement detailing the services, fees, terms, and conditions of the relationship. You will also receive this Brochure. You are under no obligation to implement recommendations through us. You may implement your financial plan through any financial organization of your choice. We obtain information from a wide variety of publicly available sources. We do not have any inside private information about any investments that are recommended. All recommendations developed by us are based upon our professional judgment. We cannot guarantee the results of any of our recommendations. Choosing which advice to follow is your decision. ERISA Best Invest does not act as a discretionary investment manager of any Sponsored Plans as defined in Section 3(38) of the Employee Retirement Income Security Act of 1974. However, Best Invest does provide discretionary asset management to participants in employer sponsored retirement plans for a fee. Best Invest ADV Part 2A March 2024 Page 7 of 20 Reporting We do not generate or provide any reports. The custodian will send statements at least quarterly reflecting the value, holdings and activity in the client’s account(s). Assets Under Management As of December 31, 2023, we had $ $209,232,081 in assets under management, with 599 clients.