Bensler, LLC, doing business as SCS, (“SCS,” “we,” “our,” “us”) is an independent financial planning and investment advisory firm registered with the United States Securities and Exchange Commission (“SEC”) and is a limited liability company formed under the laws of the State of Washington. SCS was founded by Jeffrey Hensler and James Beatty who are equal partners of the firm. General Description of Primary Advisory Services The following are brief descriptions of SCS’s primary services. A detailed description of SCS’s services is provided in Item 5 – Fees and Compensation so that clients and prospective clients can review the description of services and description of fees in a side-by-side manner. Asset Management Services - SCS offers advisory services where clients authorize the firm, to purchase and sell securities on a discretionary or non-discretionary basis pursuant to an investment objective chosen by the client. This authority is set out in an advisory agreement between SCS and the client. We provide ongoing investment advice and management that is tailored to the individual needs of the client based on the financial circumstances and investment objectives of the client. While we are not limited in the types of securities we advise, we generally use mutual funds, ETFs, individual equities, fixed income securities, and/or variable annuity subaccounts in creating client portfolios. Clients generally may impose reasonable restrictions on investing in certain securities or groups of securities. Financial Planning Services - Under our Financial Planning & Consulting Services Program, SCS provides personal financial planning and consulting services tailored to the individual needs of the client. The scope of Services is determined between the client and advisory representative and may range from comprehensive financial planning to consulting on a particular issue, including focus on topics such as retirement planning, education planning, estate planning, cash flow/budget planning, risk management planning, personal wealth planning, tax planning, business planning, investment planning/asset allocation, or such other financial planning or consulting services needs as designated in the Financial Planning & Consulting Services Program Agreement. The services may include delivery of a written financial plan depending upon the scope of the agreement. SCS will not have any discretionary investment authority when offering standalone financial planning or consulting services, nor do these services include implementing or monitoring of any recommendations provided by the IAR to client. Unless clients subsequently or simultaneously enter into an asset management agreement, it is the client’s responsibility to implement or not implement any recommendations we provide. Participation in LPL Advisory Platform and Programs SCS provides advisory services using LPL’s management platform and may provide advisory services through certain programs sponsored by LPL Financial LLC (LPL), a registered investment advisor and broker-dealer. Below is a brief description of the platform and each LPL advisory program available to SCS. For more information regarding the LPL programs, including

more information on the advisory services and fees that apply, the types of investments available in the programs and the potential conflicts of interest presented by the programs, please see the program account packet and the Form ADV, Part 2 of LPL or the applicable program. SCS 6 Disclosure Brochure SCS advisory representatives are compensated through salary and structured bonus and are incented to bring assts to the firm and to establish new client relationships. They do not make more or less because they recommend a particular investment management program. SWM II Accounts (Advisor-Managed Accounts) “SWM II Accounts” are those accounts managed on the LPL platform directly by SCS and represent the majority of our advisory accounts. Please see our separate wrap fee program brochure for information about our asset management services to SWM II accounts. LPL Advisory Programs Model Wealth Portfolios Program (MWP) MWP is a wrap program sponsored by LPL that offers clients a professionally managed mutual fund asset allocation program. SCS will obtain the necessary financial data from the client, assist the client in determining the suitability of the MWP program and assist the client in setting an appropriate investment objective. SCS will initiate the steps necessary to open an MWP account and have discretion to select a model portfolio designed by LPL’s Research Department consistent with the client’s stated investment objective. LPL’s Research Department, a third-party portfolio strategist and/or Advisor, through its IAR, may act as a portfolio strategist responsible for selecting the mutual funds or ETFs within a model portfolio and for making changes to the mutual funds or ETFs selected. The client will authorize LPL to act on a discretionary basis to purchase and sell mutual funds and ETFs and to liquidate previously purchased securities. The client will also authorize LPL to effect rebalancing for MWP accounts. MWP requires a minimum asset value for a program account to be managed. The minimums vary depending on the portfolio(s) selected and the account’s allocation amongst portfolios. The lowest minimum for a portfolio is $25,000. In certain instances, a lower minimum for a portfolio is permitted. Pension Consulting Services SCS offers consulting services to pension or other employee benefit plans (including but not limited to 401(k) plans). Pension consulting may include, but is not limited to: o identifying investment objectives and restrictions o providing guidance on various assets classes and investment options o recommending money managers to manage plan assets in ways designed to achieve objectives o monitoring performance of money managers and investment options and making recommendations for changes o recommending other service providers, such as custodians, administrators and broker- dealers o creating a written pension consulting plan These services are based on the goals, objectives, demographics, time horizon, and/or risk tolerance of the plan and its participants. SCS 7 Disclosure Brochure Client Assets Managed by SCS As of December 2023, SCS had approximately $ 1,290,580,946 in client assets under management, all on a discretionary basis.