Noble Family Wealth is an investment advisor firm registered with the U.S. Securities and Exchange Commission (“SEC”). The principal owner of Noble Family Wealth is Sandra Nesbit, CEO/Managing Partner. Advisory Services Noble Family Wealth’s (“NFW” or “Advisor”) principal service is providing fee-based investment advisory services and comprehensive financial planning services. Investment Supervisory Services The Advisor practices custom management of portfolios, on a discretionary basis, according to the client’s objectives. The Advisor’s primary approach is to use a tactical allocation strategy aimed at reducing risk and increasing performance. The Advisor does not limit the types of securities it advises on. The Advisor measures and selects mutual funds by using various criteria, such as the fund manager’s tenure, and/or overall career performance. The Advisor may recommend, on occasion, redistributing investment allocations to diversify the portfolio in an effort to reduce risk and increase performance. The Advisor may recommend specific stocks to increase sector weighting and/or dividend potential. The Advisor may recommend employing cash positions as a possible hedge against market movement which may adversely affect the portfolio. The Advisor may recommend selling positions for reasons that include, but are not limited to, harvesting capital gains or losses, business or sector risk exposure to a specific security or class of securities, overvaluation or overweighting of the position(s) in the portfolio, change in risk tolerance of client, or any risk

deemed unacceptable for the client’s risk tolerance. Comprehensive Financial Planning Services In addition to investment supervisory services, NFW provides comprehensive financial planning services to some of its clients at its discretion. The Advisor’s financial planning services may include recommendations for portfolio customization based on the client’s investment objectives, goals and financial situation, recommendations relating to investment strategies as well as tailored investment advice. Financial planning may also include non-investment advice such as developing strategies to achieve retirement or other financial goals, tax optimization strategies, cash flow and budgeting analysis and recommendations, financing and financial education, estate planning, and asset protection strategies. NFW does not charge a separate fee for providing the comprehensive financial planning services. Financial plans once prepared and delivered are not reviewed unless the client requests an update. NFW will tailor its advisory services to its client’s individual needs based on meetings and conversations with the client. If clients wish to impose certain restrictions on investing in certain securities or types of securities, the Advisor will address those restrictions with the client to have a clear understanding of the client’s requirements. NFW does not provide portfolio management services to wrap fee programs. As of December 31, 2023, NFW had $362,627,821 million in discretionary and no non- discretionary client assets under management. Noble Family Wealth Page 5