Description of the Advisory Firm Gentry Private Wealth, LLC (“GPW” or the “Firm”) is a registered investment advisory firm based in Wichita. GPW is a limited liability company organized under the law of Kansas. GPW is owned by Dustin Jackson and Jeff Wetta. Gentry Private Wealth, LLC has been providing investment advisory services since 2022. A. Types of Advisory Services GPW provides personalized financial planning and discretionary investment advisory services to individuals, including high net worth individuals, and entities, including, but not limited to, family offices, trusts, estates, private foundations, and qualified retirement plans. In addition, GPW provides family office services for accredited investors. Investment Management Services GPW offers investment management services on a discretionary basis. Investment management services, except for investment management services to retirement plans, are made available to clients through the GPW Wrap Fee Program (the “Program”). For additional information regarding the Program refer to GPW’s Form ADV Part 2A Appendix 1 – Wrap Fee Program Brochure. All investment advice provided is customized to each client’s investment objectives and financial needs. The information provided by the client, together with any other information relating to the client’s overall financial circumstances, will be used by GPW to determine the appropriate portfolio asset allocation and investment strategy for the client. Financial planning services also are provided, depending on the needs of the client. The securities utilized by GPW for investment in client accounts consist of registered mutual funds, exchange traded funds (ETFs), equity securities, corporate bonds, REITS, and alternative investments/private funds, among others, if GPW determines such investments fit within a client’s objectives and are in the best interest of the client. From time to time, GPW may recommend that clients invest in a fee-based annuity. These products are “no load” – meaning GPW does not receive commissions when clients purchase them. Instead, GPW agrees with clients to a management fee to manage/oversee these contracts. This fee is documented in the account opening paperwork. The fee is paid directly out of the assets in the contract. GPW may agree to a different fee for managing this product instead of the fee charged for managing clients’ other assets. The fees charged by the insurance company are described in the prospectus and contract. The assets are held by the insurance company, and not Charles Schwab or LPL. GPW’s management of these products is limited in some respects. GPW is only able to select investments that are available through the contract and may only be able to select percentage allocations to products as opposed to entering specific orders. As part of the application, GPW may choose to have systematic rebalancing done by the insurance carrier. The underlying investment and index allocations are monitored on an ongoing basis. The client should review the prospectus carefully before investing. GPW may further recommend to clients that all or a portion of their investment portfolio be managed on a discretionary basis by one or more unaffiliated money managers or investment platforms (“External Managers”). The client may be required to enter into a separate agreement with the External Manager(s), which will set forth the terms and conditions of the client’s engagement of the External Manager. GPW generally renders services to the client relative to the discretionary selection of External Managers. GPW also assists in establishing the client’s investment objectives for the assets managed by External Managers, monitors and reviews the account performance and defines any restrictions on the account. The investment management fees charged by the designated External Managers, together with the fees charged by the corresponding designated broker-dealer/custodian of the client’s assets, are exclusive of, and in addition to, the annual advisory fee charged by GPW. GPW may recommend the utilization of External Managers. Family Office Services For accredited investors, in addition to investment management services, GPW offers family office services.

Family office services include enhanced financial planning and support services. While these services will vary by client, generally the family office services include such things as the following:
• Comprehensive financial planning;
• Life management planning;
• Marital and family planning;
• Income and taxation planning;
• Advanced retirement planning;
• Advanced estate planning;
• Business and succession planning;
• Enhanced reporting of financial assets and financial statement; and
• Assistance in the management of professional relationships, e.g. attorney, CPA, banking, real estate professionals. Investment Management Services to Retirement Plans GPW offers discretionary and non-discretionary advisory services to qualified plans, including 401k plans. These services include, depending upon the needs of the plan client, recommending, or for discretionary clients selecting, investment options for plans to offer to participants, ongoing monitoring of a plan’s investment options, assisting plan fiduciaries in creating and/or updating the plan’s written investment policy statements, working with plan service providers, and providing general investment education to plan participants. Financial Planning and Consulting Services GPW offers personal comprehensive financial planning services to set forth goals, objectives and implementation strategies for the client over the long-term. Depending upon individual client requirements, the comprehensive financial plan will include recommendations for retirement planning, educational planning, estate planning, cash flow planning, tax planning and insurance needs and analysis. GPW prepares and provides the financial planning client with a written comprehensive financial plan and performs quarterly, semi-annual or annual reviews of the plan with the client, dependent on the client’s needs in accordance with the financial planning agreement. Clients should notify GPW promptly anytime there is a change in their financial situation, goals, objectives, or needs and/or if there is any change to the financial information initially provided to GPW. Clients are under no obligation to implement any of the recommendations provided in their written financial plan. However, should a client decide to proceed with the implementation of the investment recommendations then the client can either have GPW implement those recommendations or utilize the services of any investment adviser or broker-dealer of their choice. GPW cannot provide any guarantees or promises that a client’s financial goals and objectives will be met. Note for IRA and Retirement Plan Clients: When GPW provides investment advice to you regarding your retirement plan account or individual retirement account, GPW is a fiduciary 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 GPW makes money creates some conflicts with your interests, so GPW operates under a special rule that requires GPW to act in your best interest and not put GPW’s interest ahead of yours. B. Client-Tailored Advisory Services Clients may impose reasonable restrictions on the management of their accounts if GPW determines, in its sole discretion, that the conditions would not materially impact the performance of a management strategy or prove overly burdensome for GPW’s management efforts. C. Information Received From Clients GPW will not assume any responsibility for the accuracy of the information provided by clients. GPW is not obligated to verify any information received from a client or other professionals (e.g., attorney, accountant) designated by a client, and GPW is expressly authorized by the client to rely on such information provided. Under all circumstances, clients are responsible for promptly notifying GPW in writing of any material changes to the client’s financial situation, investment objectives, time horizon, or risk tolerance. D. Assets Under Management As of December 31, 2023 GPW had $222,371,590 in assets under management with $198,014,703 managed on a discretionary basis and $24,356,887 managed on a non-discretionary basis.