Firm Description Trisperity Advisors, LLC (“Trisperity Advisors”) was founded in 2006 as Trisperity Wealth Advisory Group, LLC. The name was changed after an ownership adjustment in 2010. Trisperity Advisors provides personalized confidential financial planning and investment management to individuals, trusts, estates, charitable organizations and small businesses. Advice is provided through consultation with the client and may include: determination of financial objectives, identification of financial problems, cash flow management, tax planning, insurance review, investment management, education funding, retirement planning, and estate planning. Trisperity Advisors is a fee-only financial planning and investment management firm. The firm does not earn sales commissions for selling annuities, stocks, bonds, mutual funds, limited partnerships, or other commissioned products. The firm is not affiliated with entities that sell financial products or securities. No commissions in any form are accepted for investments. No finder’s fees are accepted. Investment advice is an integral part of financial planning. In addition, Trisperity Advisors advises clients regarding cash flow, college planning, retirement planning, tax planning and estate planning. Investment advice is provided, primarily with Trisperity Advisors using discretionary authority to manage securities accounts on behalf of clients. In such instances, Trisperity Advisors has the authority to determine, without obtaining specific client consent, the securities to be bought or sold, and the amount of the securities to be bought or sold, unless otherwise specified in writing. Trisperity Advisors does not act as a custodian of client assets. The client always maintains asset control. Trisperity Advisors places trades for clients under a limited power of attorney. A written evaluation of each client's initial situation is provided to the client, often in the form of a net worth statement or Investment Policy Statement. Periodic reviews are also communicated to provide reminders of the specific courses of action that need to be taken. More frequent reviews occur but are not necessarily communicated to the client unless immediate changes are recommended. Other professionals (e.g., lawyers, accountants, insurance agents, etc.) are engaged directly by the client on an as-needed basis. Conflicts of interest will be disclosed to the client in the unlikely event they should occur. The initial meeting, which may be by telephone, is free of charge and is considered an exploratory interview to determine the extent to which financial planning and investment management may be beneficial to the client. Principal Owners As of 1/1/2023, Craig Narum membership percentage changed from 100% to 94.99% and Jeffrey McCulloch membership changed from 0% to 5.01%. Types of Advisory Services Trisperity Advisors provides investment supervisory services, also known as asset management services; furnishes investment advice through consultations; and provides, charts, graphs, formulas, or other devices which clients may use to evaluate securities. On more than an occasional basis, Trisperity Advisors furnishes advice to clients on matters not involving securities, such as financial planning matters, taxation issues, and trust services that often include estate planning. As of March 28, 2024, Trisperity Advisors manages approximately $261.0 million in assets for 249 clients. Client assets are managed on both a discretionary ($259.1 million) and non-discretionary basis ($1.9 million), depending on the agreement between Trisperity and the client. Tailored Relationships The goals and objectives for each client are documented in our client relationship management system. Investment policy statements are created that reflect the stated goals and objective. Clients may impose restrictions on investing in certain securities or types of securities. Agreements may not be assigned without client consent. Types of Agreements The following agreements define the typical client relationships. Financial Planning Agreement A financial plan is designed to help the client with all aspects of financial planning without ongoing investment management after the financial plan is completed. The financial plan may include, but is not limited to: a net worth statement; a cash flow statement; a review of investment accounts, including reviewing asset allocation and providing repositioning recommendations; strategic tax planning; a review of retirement accounts and plans including recommendations; a review of insurance policies and recommendations for changes, if necessary; one or more retirement scenarios; estate planning review and recommendations; and education planning with funding recommendations. Detailed investment advice and specific recommendations are provided as part of a financial plan. Implementation of the recommendations is at the discretion of the client. Advisory Service Agreement Most clients choose to have Trisperity Advisors manage their assets in order to obtain ongoing in-depth advice and life planning. When in-depth advice and life planning is requested, all aspects of the client’s financial affairs are reviewed, including those of their children. 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 scope of work and fee for an Advisory Service Agreement is provided to the client in writing prior to the start of the relationship. An Advisory Service Agreement could include: cash flow management; insurance review; investment management (including performance reporting); education planning; retirement planning; and estate planning, as well as the implementation of recommendations within each area. Although the Advisory Service Agreement is an ongoing agreement and constant adjustments are

required, the length of service to the client is at the client’s discretion. The client or the investment manager may terminate an Agreement by written notice to the other party. At termination, fees will be billed on a pro rata basis for the portion of the quarter completed. The portfolio value at the completion of the prior full billing quarter is used as the basis for the fee computation, adjusted for the number of days during the billing quarter prior to termination. Retainer Agreement In some circumstances, a Retainer Agreement is executed in lieu of an Advisory Service Agreement when it is more appropriate to work on a fixed- fee basis. Hourly Planning Engagements Trisperity Advisors provides hourly planning services for clients who need advice on a limited scope of work. Asset Management Assets can be invested in no-load or load-waived mutual funds and exchange-traded funds, usually through fund companies. Fund companies charge each fund shareholder an investment management fee that is disclosed in the fund prospectus. Stocks and bonds may be purchased or sold through the custodian of a client account when appropriate. The custodian firm charges a fee for stock and bond trades. Trisperity Advisors does not receive any compensation, in any form, from fund companies. Investments may also include: equities (stocks), warrants, corporate debt securities, commercial paper, certificates of deposit, municipal securities, investment company securities (variable life insurance, variable annuities, and mutual funds shares), U. S. government securities, options contracts, futures contracts, interests in partnerships, and initial public offerings (IPOs). Termination of Agreement A Client may terminate any of the aforementioned agreements at any time by notifying Trisperity Advisors in writing and paying the rate for the time spent on the investment advisory engagement prior to notification of termination. If the client made an advance payment, Trisperity Advisors will refund any unearned portion of the advance payment. Trisperity Advisors may terminate any of the aforementioned agreements at any time by notifying the client in writing. If the client made an advance payment, Trisperity Advisors will refund any unearned portion of the advance payment. Retirement Rollovers A client or prospective client leaving an employer typically has four options regarding an existing retirement plan (and may engage in a combination of these options): (i) leave the money in the former employer’s plan, if permitted, (ii) roll over the assets to the new employer’s plan, if one is available and rollovers are permitted, (iii) roll over to an Individual Retirement Account (“IRA”), or (iv) cash out the account value (which could, depending upon the client’s age, result in adverse tax consequences). If Trisperity Advisors recommends that a client roll over their retirement plan assets into an account to be managed by Trisperity Advisors, such a recommendation creates a conflict of interest since Trisperity Advisors will earn new (or increase its current) compensation as a result of the rollover. No client is under any obligation to rollover retirement plan assets to an account managed by Trisperity Advisors, and we address this conflict of interest by basing our recommendations on each client’s personal financial situation and in most cases from a client retirement account rollover survey & analysis. Trisperity Advisors always seeks to act in the best interest of each of our clients. Here are a few points to consider when considering a rollover: 1. Determine whether the investment options in your employer's retirement plan address your needs or whether you might want to consider other types of investments. a) Employer retirement plans generally have a more limited investment menu than IRAs. b) Employer retirement plans may have unique investment options not available to the public such as employer securities, or previously closed funds. 2. Your current plan may or may not have lower fees than our fees. a) If you are interested in investing only in mutual funds, you should understand the cost structure of the share classes available in your employer's retirement plan and how the costs of those share classes compare with those available in an IRA. b) You should understand the various products and services you might take advantage of at an IRA provider and the potential costs of those products and services. 3. Our strategy may or may not have higher risk than the option(s) provided to you in your plan. 4. Your current plan may also offer financial advice. 5. Although unlikely, your 401k may offer more liability protection than a rollover IRA; each state may vary. Generally, federal law protects assets in qualified plans from creditors. Since 2005, IRA assets have been generally protected from creditors in bankruptcies. However, there can be some exceptions to the general rules so you should consult with an attorney if you are concerned about protecting your retirement plan assets from creditors. 6. You may be able to take out a loan on your 401k, but not from an IRA. 7. IRA assets can be accessed any time; however, distributions are subject to ordinary income tax and may also be subject to a 10% early distribution penalty if under age 59-1/2 unless they qualify for an exception such as disability, higher education expenses or the purchase of a home. 401k distributions are generally subject to the same distribution exceptions. 8. If you own company stock in your plan, you may be able to liquidate those shares at a lower capital gains tax rate. 9. Your plan may allow you to hire us as the manager and keep the assets titled in the plan name. It is important that you understand the differences between these types of accounts and to decide whether a rollover is best for you. Prior to proceeding, if you have questions contact us directly as listed on the cover page of this brochure.