Firm Description Statherόs Financial Solutions, Inc., (“the Advisor”) was founded in 2019 and is an SEC registered investment advisor. Statherόs Financial Solutions, Inc. is succeeding to the business of a registered investment adviser due to a change in the ownership structure of our predecessor investment advisory firm, PGR Solutions, LLC. The Advisor provides personalized investment management and financial planning to individuals, pension and profit-sharing plans, 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. In additions to investment management the Advisor provides administrative and portfolio support services to other third-party investment managers and/or registered representatives of broker dealers and also provides retirement plan advisory and consulting services to qualified retirement plan sponsors. The Advisor is a fee-only investment management firm and does not sell securities on a commission basis. However, there may be some associated persons who are in other fields where they receive commissions as compensation. In addition, some associates may serve at the pleasure of their client as a trustee, board member, or in a similar capacity. All such relationships are fully disclosed and subject to the review of management. The firm is not affiliated with entities that sell financial products or securities. Investment advice is provided, with the client making the final decision on investment selection. The Advisor does not act as a custodian of client assets and the client always maintains asset control. Other professionals (e.g., lawyers, accountants, insurance agents, etc.) are engaged directly by the client on an as-needed basis. Any conflicts of interest arising out of the Advisor or its associated persons are disclosed in this brochure. Principal Owners Jake Parsons 88% stockholder, Kelly Roemers 10% stockholder, other 2% stockholder Types of Advisory Services The Advisor provides investment supervisory services, also known as asset management services and manages investment Advisory accounts not involving investment supervisory services. On more than an occasional basis, the Advisor furnishes advice to clients on matters not involving securities, such as financial planning matters, investment management administration, retirement plan consulting and administrative services and actuarial services. The Advisor does not offer wrap fee programs. As of December 31, 2023, Statherόs Financial Solutions, Inc. manages approximately $705,224,000 in discretionary assets for approximately 624 clients. Types of Agreements The following agreements define the typical client relationships. Agreements may not be assigned without client consent. Retirement Plan Services Agreement The Advisor provides retirement plan advisory services to qualified retirement plan sponsors. These Advisory services generally include employee education and enrollment meetings and investment management and discretionary advisory services to the Plan Sponsor and/or its employees in accordance with the Plans’ Investment Policy Statements. Additional services include but are not limited to file maintenance, and access to model allocations. Asset Management

Assets are invested primarily in no-load or low-load mutual funds and exchange traded funds (“ETFs"), usually through Qualified Custodians (“Custodians”) and/or fund companies. Fund companies charge each fund shareholder an investment management fee that is disclosed in the fund prospectus. Custodians may charge a transaction fee for the purchase of some funds. Stocks and bonds transferred to Advisor will be sold through a brokerage account as needed, usually as an accommodation or when transacting legacy securities. The brokerage firm charges a fee for stock and bond trades. The Advisor does not receive any compensation, in any form, from fund companies. Initial public offerings (IPOs) are not available through the Advisor. Termination of Agreement The client may terminate immediately Advisor's investment management services within five (5) days of signing the agreement and will not be charged a fee provided no assets have transferred to the account. After then, the investment management agreement may be terminated at any time by mutual consent of the parties, or without such consent, by either party giving to the other party written notice of termination concurrent with or in advance of the termination date. If the agreement is terminated, client will only be charged a pro-rated fee up through the date assets are transferred out of the account managed by Advisor. The third-party investment management services may be terminated by either party with written or verbal notice concurrent with or in advance of the effective termination date. Prepaid investment management fees, if any, will be returned to the third party. The retirement plan consulting and administrative services may be terminated by either party with written notice 30 days prior to the effective termination date. The Advisor reserves the right to stop work on any account that is more than 30 days overdue. In addition, the Advisor reserves the right to terminate any financial planning engagement where a client has willfully concealed or has refused to provide pertinent information about financial situations when necessary and appropriate, in the Advisor’s judgment, to providing proper financial advice. IRA Rollover Recommendations Effective December 20, 2021 (or such later date as the US Department of Labor ("DOL") Field Assistance Bulletin 2018-02 ceases to be in effect), for purposes of complying with the DOL's Prohibited Transaction Exemption 2020-02 ("PTE 2020-02") where applicable, we are providing the following acknowledgment to you. When we provide investment advice to you regarding your retirement plan account or individual retirement account, we are fiduciaries within the meaning of Title I of the Employee Retirement Income Security Act and/or the Internal Revenue Code, as applicable, which are laws governing retirement accounts. The way we make money creates some conflicts with your interests, so we operate under a special rule that requires us to act in your best interest and not put our interest ahead of yours. Under this special rule's provisions, 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.