Our Owners and Principals We are a Michigan limited liability company established in 2009. We are required to disclose anyone that owns twenty-five percent (25%) or more of our firm’s membership interests. The Thor W. and Lori A. Nelson Trust Agreement dated November 11, 2005 owns more than twenty-five percent (25%) of our firm’s membership interests. Our Advisory Services We offer investment consulting services and investment management on either a discretionary or non-discretionary basis. The terms of our compensation, method of payment, and other important information about our services are described below, as well as important disclosures. Please do not hesitate to ask us if you have any questions or concerns about these matters. Investment Management Services We offer investment management services on a discretionary or nondiscretionary basis. If you select us for investment management services, we will ask you to provide us with certain information necessary for us to understand your financial needs and circumstances by completing a background profile, which we call a Client Investment Strategy form. Based upon this information, which you update when any information changes, we work directly with you to recommend an appropriate investment strategy and advise you with respect to one or more investment accounts that you place under our management. Investment Management of Your Portfolio If you engage us to develop and manage your portfolio on a discretionary basis, we select securities from among various asset classes, based upon your investment strategy, and place orders with one or more unaffiliated brokerage firms for the purchase, sale, or exchange of those securities. Our discretion is limited to purchases, sales, exchanges, and other transactions made in your name or as you may otherwise specifically direct us. Periodically or upon your request, we will discuss your account and investment strategy with you. From time to time, we may make adjustments in the various securities and investment strategies we recommend or use in managing your accounts. Our recommendations may vary among clients based on their differing needs and circumstances. Also, you may impose reasonable restrictions, in writing, on our discretionary authority or place limitations on the types of investments for your account. If you engage us to develop and manage your portfolio on a non-discretionary basis, we only act on your behalf with your specific authorization. We will periodically review your account holdings in the portfolio and, if appropriate based on the information you provided on your Client Investment Strategy Form, suggest alternative investments for your account from among various asset classes. However, we can only initiate transactions with your prior Part 2 of Form ADV2 Alliance Investment Management, LLC approval. You are under no obligation to act upon any of our recommendations and you retain sole discretion to implement, or direct us to implement, our recommendations. Recommendations to Rollover or Transfer Retirement Assets We act as an “investment advice fiduciary” under ERISA and the Internal Revenue Code of 1986, as amended (the “Code”) when we provide fiduciary investment advice to retirement investors. Retirement investors include ERISA plans, participants and individual retirement account (“IRA”) owners. When we make a recommendation to rollover or transfer a retirement plan account or individual retirement account including, Health Savings Accounts (“HSAs”), Medical Savings Accounts (“MSAs”) and Coverdell Education Savings Accounts (“Educational IRAs”), we must provide prudent investment advice designed to meet the retirement investor’s investment goals. In addition, we must among other requirements put the retirement investor’s financial interest ahead of our own interests when making such recommendations and avoid misleading statements about conflicts of interest, fees, and investments. A retirement investor leaving an employer has four

options regarding an existing retirement plan (and under certain circumstances may engage in a combination of the following options). We will provide general education, for discussion purposes, regarding the “pros and cons” to each of these choices: (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 IRA, or (iv) cash out the account value (which could, depending upon the client’s age, result in adverse tax consequences). If we recommend a roll over into an account to be managed by us, such a recommendation creates a conflict of interest if the retirement investor accepts the recommendation as we earn a fee on the market value of the rollover or transferred IRA which would not be earned if the money was not placed under our management. Advice Services for Qualified Plan Participants As part of our services to qualified retirement plans, we will provide investment advice (“Advice Services”) as a fiduciary as defined in Sections 3(21)(A) and 3(38) of the Employee Retirement Income Security Act of 1974, as amended (“ERISA”) and Department of Labor (“DOL”) Regulation Sections 2510.3-21(c)(1)(i) and (ii)(B), to plan participants who specifically request such advice. After the plan fiduciary determines that: (a) the advice and the Advice Services constitute appropriate and prudent investment advisory services for plan participants; and (b) the offering of the advice and the Advice Services is permitted under the terms of the applicable plan and trust, the plan fiduciary and our firm will execute the Plan Participant Advice Agreement for ERISA Plans. Advice Services will be available to plan participants in two ways: (a) by telephone service and (b) in person. Our representatives will gather information concerning plan participant’s time horizon, risk tolerance and investment goals. We will review the information provided and invest the plan participant’s account in accordance with his or her objectives on a discretionary or nondiscretionary basis as elected by the plan participant on the Participant Acknowledgement. Advice Services are provided only to those participants who elect to meet Part 2 of Form ADV3 Alliance Investment Management, LLC with our representatives and accept our services. Plan participants retain the sole responsibility to update us as to changes in their personal financial information. Investment Management for Employer-Sponsored Retirement Plans We may also render investment advice to you on individual accounts you hold within an employer-sponsored retirement plan pursuant to a written Investment Advisory Agreement between you and our firm. We offer this service on a discretionary or nondiscretionary basis, and, depending on our authority, we will either direct or recommend the allocation of your assets among the various mutual fund or other securities that are available to you within the retirement plan. Depending on the plan’s investment alternatives, you may be permitted to hold your investments in a self-directed segregated account within the plan. The custodian designated by the plan sponsor maintains your investments within the plan. You may authorize us to use your personal identification number to obtain access to your retirement plan account and manage your account in accordance with the terms of the plan and our Investment Advisory Agreement with you. Investment Consulting Services We offer investment consulting services tailored to your specific requests pursuant to an Investment Consulting Agreement. For example, we will provide a one-time analysis of current investments or produce research reports on specific sectors or industries. Assets Under Management We manage your assets on either a discretionary or nondiscretionary basis. As of December 31, 2023, we had $139,919,245 in client assets managed on a discretionary basis and $22,823,557 in client assets managed on a nondiscretionary basis.