Doyenne Wealth Advisors LLC (Doyenne) was established in 2021 to provide customized wealth advisory services for high-net-worth individuals and families. The Firm is owned and controlled by four owners (Managing Directors) who are experienced in delivering custom advisory services to high-net-worth clients:  Mary Claire Allvine  Kristin Balon  Katherine Donaldson  Anne Petty All four owners have worked together since 2015, while two out of the four have worked together more than 20 years as principals in another registered investment advisory firm. Advisory Services We provide personalized financial counseling and non-discretionary investment advisory services on a fee-only basis to individuals, high net worth individuals, senior corporate executives and their trusts, estates, private foundations, and endowments. In addition, we may provide an ad-hoc or project-based consultation to clients for an additional fee if such consultation is appropriate under the circumstances. We do not receive commissions, finders’ fees, or remuneration from the sales of securities or other financial products, including but not limited to annuities, insurance, stocks, bonds, mutual funds, and limited partnerships. Furthermore, we are not affiliated with entities that sell financial products or securities. Other professionals (e.g., lawyers, accountants, insurance agents) will be engaged directly by you on an as-needed basis. Our financial counsel and investment advice are provided through consultation with the client. The terms of our services will be memorialized in a Financial Consulting Agreement between you and the Firm. Services typically include one or more of the following: providing ongoing investment recommendations, determination of financial objectives, identification of financial obstacles, cash flow analysis, tax planning, insurance review, education funding, family governance, charitable giving, comprehensive reporting, and retirement and estate counseling. Your primary advisor will provide you with investment recommendations and you will make the final decision whether to accept that recommendation. Doyenne as a non-discretionary advisor does not execute recommended trades in your account. However, upon your approval, Doyenne has the ability to execute trades, only once written authorization has been granted for the recommended trades. Tailored Relationships Our financial counsel and investment advice is customized and tailored to your unique goals, objectives, and needs. Our initial meeting with a prospective client, which may be conducted by telephone or video, is free of charge and is considered an exploratory interview to determine the extent to which our financial counseling and investment advisory services provided may be beneficial to the prospective

client. 5 | P a g e At the outset of the Firm-client relationship, we will conduct an in-depth discovery of your goals, objectives, and attitudes based on information provided by you. Your advisor will then generate a written evaluation of your current financial situation, often with an accompanying net worth statement. Our written evaluation also includes your stated objectives and specifications, which reflect your overall recommended financial and investment program. We will personalize this investment program for each client, incorporating and adapting to any applicable client-imposed restrictions. Wrap Fee Program We do not participate in wrap fee programs. IRA Rollover Recommendations For purposes of complying with the US Department of Labor Prohibited Transaction Exemption 2020-02 (“PTE 2020-02”) where applicable, we are providing the following acknowledgment to you. When we provide investment advice to you regarding your retirement plan account or individual retirement account, we are fiduciaries within the meaning of Title I of the Employee Retirement Income Security Act and/or the Internal Revenue Code, as applicable, which are laws governing retirement accounts. The way we make money creates some conflicts with your interests, so we operate under a special rule that requires us to act in your best interest and not put our interest ahead of yours. Under this special rule’s provisions, we must:
• Meet a professional standard of care when making investment recommendations (give prudent advice);
• Never put our financial interests ahead of yours when making recommendations (give loyal advice);
• Avoid misleading statements about conflicts of interest, fees, and investments;
• Follow policies and procedures designed to ensure that we give advice that is in your best interest;
• Charge no more than is reasonable for our services; and
• Give you basic information about conflicts of interest. We may benefit financially from the rollover of your assets from a retirement account that we do not manage on your behalf to an account that we manage or provide investment advice, because the assets increase our advised assets and, in turn, our advisory fees. As a fiduciary, we only recommend a rollover when we believe it is in your best interest. Additional resources about IRA Rollovers are available to investors through FINRA’s web site at www.finra.org. Assets Under Management As of December 31, 2023, Doyenne provides continuous management services for $1,705,745,634 in client assets on a non-discretionary basis (“Regulatory Assets Under Management”). We also advise on $1,034,166,451 in client assets on a non-continuous basis, resulting in a total of $2,739,912,085 in “Assets Under Advisement.” 6 | P a g e