MaQro Advisors offers a variety of advisory services, which include financial planning, consulting, and investment management services. Prior to MaQro Advisors rendering any of the foregoing advisory services, clients are required to enter into one or more written agreements with MaQro Advisors setting forth the relevant terms and conditions of the advisory relationship (the “Client Advisory Agreement”). MaQro Advisors filed for registration as an investment adviser in July 2017 and is owned by David Corrie, Robert Burleigh, and John Flack. MaQro Advisors is registered as an investment adviser with the SEC under the Investment Advisers Act of 1940, as amended (the “Advisers Act”). As of December 31, 2022, MaQro Advisors managed $157,881,986 with $11,171,183 on a discretionary basis and $146,710,803 on a non-discretionary basis. While this brochure generally describes the business of MaQro Advisors, certain sections also discuss the activities of its Supervised Persons, which refer to MaQro Advisors’ officers, partners, directors (or other persons occupying a similar status or performing similar functions), employees or any other person who provides investment advice on MaQro Advisors’ behalf and is subject to MaQro Advisors’ supervision or control. Financial Planning and Consulting Services MaQro Advisors offers clients a broad range of financial planning and consulting services, which includes any or all of the following functions: Retirement Planning, Cash Flow Planning, Trust and Estate Planning, and Insurance Planning. These services are rendered in conjunction with investment portfolio management as part of a comprehensive wealth management engagement (described in more detail below). In performing these services, MaQro Advisors is not required to verify any information received from the client or from the client’s other professionals (e.g., attorneys, accountants, etc.,) and is expressly authorized to rely on such information. MaQro Advisors recommends certain clients engage MaQro Advisors for additional related services, its Supervised Persons in their individual capacities as insurance agents and/or other professionals to implement its recommendations. Clients are advised that a conflict of interest exists for MaQro Advisors to recommend that clients engage MaQro Advisors, its employees, or its affiliates to provide additional services for compensation, including investment management services. Clients retain absolute discretion over all decisions regarding implementation and are under no obligation to act upon any of the recommendations made by MaQro Advisors under a financial planning or consulting engagement. Clients are advised that it remains their responsibility to promptly notify MaQro Advisors of any change in their financial situation or investment objectives for the purpose of reviewing, evaluating or revising MaQro Advisors’ recommendations and/or services. Wealth Management Services MaQro Advisors provides clients with wealth management services which include a broad range of comprehensive financial planning and consulting services as well as discretionary and/or non-discretionary management of investment portfolios. MaQro Advisors primarily allocates client assets among various mutual funds, exchange-traded funds (“ETFs”), individual debt and equity securities, commodities, currencies, and alternative investments (including registered investment companies as well as privately placed securities, which may include debt, equity and/or interests in pooled investment vehicles (e.g., hedge funds or private equity funds)). Where appropriate, MaQro Advisors also provides advice about legacy positions and/or other investments held in client portfolios which may be held away from the client’s primary custodian. Clients can engage MaQro Advisors to manage and/or advise on certain investment products that are not maintained at their primary custodian, such as variable life insurance contracts, and assets held in employer sponsored retirement plans and qualified tuition plans (i.e., 529 plans). In these situations, MaQro Advisors may direct or recommend the allocation of client assets among the various investment options available within the particular investment product. These assets are generally maintained at the underwriting insurance company or the custodian designated by the product’s provider. Recommendation of Affiliated Private Fund Principals

of MaQro Advisors serve as the general partner of affiliated private investment funds including:
• MaQro Private Strategies Insurance Fund GP LLC
• MaQro 3.0 V(Go) GP LP
• MaQro 3.0 V(SI) GP LP
• MaQro Final Mile Pref-A Fund GP LLC
• MaQro Imagine Loan Consolidation LLC
• MaQro Nex Gen 1st Payments Pref Equity GP LP (the “Funds”). Interests in the Funds are privately offered pursuant to Section 4(a)(2) of the Securities Act of 1933 or Regulation D under the Securities Act of 1933, as amended. Certain Funds currently rely on an exemption from registration under the Investment Company Act of 1940, as amended. Participation as an investor in the Fund is restricted to investors that are “accredited investors” as defined under Rule 501 of the Securities Act of 1933, as amended. The Funds invest substantially all their capital in one or more underlying funds employing various investment strategies. To the extent certain of MaQro’s individual advisory clients qualify, they will be eligible to participate as limited partners of the Funds. The Firm’s wealth management fee (described below in Item 5) will apply to any assets invested by clients in the Funds, but no other fees will be charged by MaQro or the General Partner to clients for management of such assets invested in the Fund. Investment in the Funds involves a significant degree of risk. All relevant information, terms and conditions relative to the Funds, suitability, risk factors, and potential conflicts of interest, are set forth in a Confidential Private Offering Memorandum (the “Memorandum”), Limited Partnership Agreement (the “Agreement”), and/or Subscription Agreement (together, the “Offering Documents”), which each investor is required to receive and/or execute prior to being accepted as an investor in the Funds. A conflict of interest exists as MaQro has an incentive to recommend an investment in the Funds to promote the success of the Funds. MaQro Advisors tailors its advisory services to meet the needs of individual clients and seeks to ensure, on a continuous basis, that client portfolios are managed in a manner consistent with those needs and objectives. MaQro Advisors consults with clients on an initial and ongoing basis to assess their specific risk tolerance, time horizon, liquidity constraints and other related factors relevant to the management of their portfolios. Clients are advised to promptly notify MaQro Advisors if there are changes in their financial situation or if they wish to place any limitations on the management of their portfolios. Clients can impose reasonable restrictions or mandates on the management of their accounts if MaQro Advisors determines, in its sole discretion, that such conditions would not materially impact the performance of a management strategy or prove overly burdensome to MaQro Advisors’ management efforts. Sponsor and Manager of Wrap Program MaQro Advisors provides investment management services as the sponsor and manager of the MaQro Advisors Wrap Program (the “Wrap Program”), a wrap fee program (i.e., an arrangement where brokerage commissions and transaction costs are absorbed by MaQro Advisors). Accounts managed through the Wrap Program are managed in substantially the same manner as those managed under a non-wrap arrangement. Participants in the Wrap Program may pay a higher aggregate fee than if investment management and brokerage services are purchased separately. Additional information about the Wrap Program is available in MaQro advisors’ Wrap Brochure, which appears as Part 2A Appendix 1 of MaQro Advisors’ Form ADV. General Information Except as may otherwise be provided by law, we will not be liable to the client, heirs, or assignees for any loss an account may suffer by reason of an investment decision made or other action taken or omitted in good faith by MaQro with that degree of care, skill, prudence and diligence under the circumstances that a prudent person acting in a fiduciary capacity would use; any loss arising from adherence to direction of the client or their attorney-in-fact may provide; any act or failure to act by a service provider maintaining an investment account. Federal and state securities laws impose liabilities under certain circumstances on persons who act in good faith and, therefore, nothing contained in this document shall constitute a waiver of any rights that you may have under federal and state securities laws.