Alere Planning LLC (“Alere”) has been in business since February 2017. William J. Weglein Jr. is the firm’s only principal owner. Alere provides personalized financial planning and investment management services to individuals, families, trusts, and charitable organizations and foundations, pensions, and corporations. We believe our experience provides a unique approach to managing our clients’ financial lives. Our goal is to provide clients with direction, clarity of thinking and a sense of confidence as they experience and/or prepare for life’s various transitions and surprises. Potential clients are typically introduced as they face life transitions that are complex and emotional including retirement, career changes, loss of a loved one, family changes, inheritance, or even medical concerns that change their intended financial path. Change can be stressful; however, when managed effectively may lead to opportunity and growth. We believe our structured process helps clients better understand and embrace the strategies and actions necessary to meet their goals regardless of where they are in life. Financial Planning Alere’s planning process begins with a discovery meeting where time is taken to gather information, understand client expectations and determine the right fit for pursuing a working relationship. The planning process includes assessing a client’s overall financial well-being, collaboratively designing a financial life plan and implementing the agreed upon strategies and actions. Particular attention is paid to the client’s needs and comfort level with their current trajectory as well as potential changes or course corrections. The process continues with the development of a blueprint for a continued team effort to manage ongoing plan execution. The client may elect to have Alere manage their investments. Asset Management When we perform asset management services, we will do so on a discretionary basis. This means that while we will continue an ongoing relationship with each client, being involved in various stages of their lives and decisions to be made, but we will not seek specific approval of changes to client accounts. Because we take discretion when managing accounts, clients engaging us will be asked to execute a Limited Power of Attorney (granting us the discretionary authority over the client accounts) as well as an agreement that outlines the responsibilities of both the client and Alere. Advisory services are tailored to the specific needs of an individual client. Clients may place reasonable restrictions on the management of assets, including specific securities or types of securities. However, clients should understand that significant restrictions may decrease the ability of Alere to meet the client’s goals, and potentially increase the costs associated with managing the client’s portfolio. In limited circumstances, we may provide asset management services on a non-discretionary basis, which means we will manage the clients’ accounts as we do for our discretionary clients, except we will consult with the client prior to implementing any investment recommendation. Clients should be aware that some recommendations may be time-sensitive, in which case recommendations not implemented because we are unable

to reach a non-discretionary client may not be made on a timely basis and therefore client’s account may not perform as well as it would have had Alere been able to reach the client for a consultation on the recommendation. SEI Managed Account Solutions Alere has a small number of clients in the SEI Managed Account Solutions (MAS) Program. MAS is a wrap fee program available to Independent Advisors. Alere is no longer offering this Program to new clients, however clients currently in the MAS program with Alere are allowed to continue in the Program. SEI Investments Management Corporation (SIMC) charges a bundled fee that includes advisory, brokerage and custody services. Clients invested in Distribution Focused Strategies are also charged a separate administrative fee that is not part of the bundled fee as explained in the fees section below in Item 5. SIMC sponsors and is advisor to MAS, which is made available to Alere who may allocate their clients’ assets for investments into the programs. SIMC enters into a tri-party investment management agreement (“Managed Account Agreement”) with Alere and its client which provides for the management of client assets allocated to MAS in accordance with the terms of the Managed Account Agreement. Pursuant to the Managed Account Agreement, the client appoints Alere as its investment advisor to assist the client in selecting an appropriate investment strategy and selecting available sub-advisors that have been assigned to the strategy by SIMC. The client appoints SIMC to manage the assets in each portfolio in accordance with the strategy recommended by Alere and selected by the Client. Retirement Plan Consulting Services The fiduciaries of self-directed retirement plans (which can include 401(k) plans) are required to, among other things, determine a selection of investments from which the plan’s participants choose for their personal allocation in their individual participant account. Alere may provide assistance to plan sponsors in meeting this obligation through a consultative relationship including the selection of the plan investment options in accordance with the plan’s objectives, as well as the ongoing monitoring of those options to assist the plan sponsor in determining when changes to these options are needed. This advice is rendered on a non-discretionary basis, meaning the plan sponsor is free to accept or reject Alere’s recommendations. In addition, if requested by the plan sponsor, Alere may assist with the review of plan service providers. Wrap Fee Programs Alere offers advisory services through wrap fee and non-wrap fee programs. Whenever a fee is charged to a client for services described in this brochure, Alere will receive all or a portion of the fee charged. In the traditional non-wrap management programs, advisory services are provided for a fee, but transaction costs are billed separately on a per-transaction basis. Assets Under Management As of December 31, 2023, Alere Planning LLC has $148,992,741 assets under management, in 422 accounts. Of these accounts, 421 accounts are managed on a discretionary basis, representing $148,795,971 in assets under management, and 1 accounts, representing $196,770 is managed on a non-discretionary basis.