Foundry Wealth Advisors (“FWA”) is an investment adviser registered with the U.S. Securities and Exchange Commission. FWA has been in business since 2011, and has been independently registered as an investment adviser since 2019. The firm is owned by Marianne D. Mattran and Donald A. Mattran, Jr. FWA provides ongoing investment advice and management of client assets. We provide a variety of investment advisory services, including portfolio management, investment consulting, life insurance, tax concerns, financial planning, retirement planning, college planning, and debt/credit planning. FWA’s advice is tailored to the individual needs of the client based on the financial information and investment objectives communicated by the client. Our vision is to give every client our full and focused attention. When you become our client, we will work hard to get to know your big picture by asking the right questions – and a lot of them. We will make sure you understand the issues and risks you face. We want our clients to have better information so they are able to make smarter decisions. After we have reviewed your documents and discussed your situation and needs, we will analyze your situation, create a financial plan and investment strategy based on your needs, and then implement or assist you to implement the plan. Here is a summary of FWA’s investment process: Review the client’s current situation and needs. At the beginning of our relationship, we interview each client in depth. We work with the client to ensure that we understand the client’s situation, including the client’s specific financial goals, income and expenses, assets and debts, risk tolerance, family circumstances that could impact expenses going forward, and retirement dreams and plans. We look at the client’s current asset allocation, financial goals, and assess the client’s risk tolerance. We review the client’s estate documents and insurance policies, and other pertinent documents. Create a financial plan. We then analyze the information we have gathered, and use it to create a holistic, personalized financial

plan for the client. The plan will include a detailed investment plan, and can also address issues such as cash flow, retirement planning, tax planning, or other topics as pertinent to the client. We provide each client with a customized investment strategy that incorporates the client’s unique financial goals. Our methods of analysis and investment strategies are discussed in more detail in Item 8, below. Clients may impose restrictions on investing in certain securities or types of securities. We will honor these requests if reasonably feasible; if we cannot, we will discuss it with the client. We review the plan with the client, and answer any questions the client may have. Implement the plan. Our clients authorize us to manage their investment accounts on a discretionary basis. This means that we do not have to speak with the client in advance of making any particular transaction. We assist the client to open one or more accounts with the custodian. Once the client’s assets are transferred to the new accounts, we implement the client’s investment plan, always attempting to do so in the most tax-efficient manner. We assist the client in adjusting the investment allocations in any employer-sponsored retirement plans so that the allocation aligns with the investment plan and strategy. We also assist in executing changes to the client’s estate plan and insurance policies if called for by the plan. For clients that do not engage in the planning process, we obtain a signed investment policy statement that determines our asset allocation strategy. Ongoing monitoring, management and reviews. We monitor the client’s accounts continuously – we watch the market so the clients don’t have to – and we make changes to the client’s portfolio as needed, consistent with the client’s overall investment plan. We offer a deeper-dive performance review every quarter, and we offer each client a full review of the client’s financial plan annually. Assets Under Management As of December 31, 2023, FWA managed a total of $124,916,551 in assets, all of which was managed on a discretionary basis.