Dynamic Wealth Advisors (“DWA”) is a fee-based investment advisor specializing in dynamic (pro- active and adaptive) investment management. We are risk managers and strategists. Our approach is a holistic one involving a thorough review of each client’s goals, resources and comfort with risk before making investment recommendations. DWA offers a wide range of investment advisory services including financial planning, investment advice and asset management for consideration (fees) based on a percentage of assets under management. As fiduciaries, we place our clients’ interests above our own and are committed to helping our clients preserve, manage and grow their assets in a prudent manner and in accordance with their stated financial goals. Each client has his or her own unique account(s). Assets are held at independent custodians and are titled in each client’s individual name and are not commingled with any other client and are NOT held in the name of DWA. DWA is a corporation formed under the laws of the State of Arizona founded in 2012 and has been in business as an investment adviser since 2013. DWA is wholly owned by Adam Carlini. Mr. Carlini is also the Chief Investment Officer and President of DWA. The purpose of this Brochure is to disclose the conflicts of interest associated with the investment transactions, compensation and any other matters related to investment decisions made by DWA or its representatives. As a fiduciary, it is DWA’s duty to always act in the client’s best interest. This is accomplished in part by knowing our client. DWA makes its services available through independent financial professionals, individuals who are investment advisor representatives (“IAR” or may also be referred to in this document as simply “Advisor”) and who may also be licensed as securities registered representatives. Each IAR should provide his or her advisory clients with details of his or her background in a 2B Brochure Supplement, which should be included herein. If you have not received such 2B Brochure Supplement, please contact your advisor or DWA. Types of Advisory Services Offered Investment Management & Supervision Services: DWA offers discretionary management for a fee, based on a percentage of the assets managed. Services include ongoing monitoring of the account, selection of securities and execution of trades consistent with the client’s Investment Objective as declared in the Advisory Agreement and consistent with the Investment Policy Statement (IPS). Investment recommendations will be based on the Investment Policy Statement (IPS), which will be established based on each client’s goals, risk tolerance, time horizon, liquidity needs and tax considerations. Clients may have multiple accounts that are managed differently from one another for the purpose

of diversification of investment style, maximization of tax benefits or to meet other stated goals. ADV Part 2A – Firm Brochure Page 5 Dynamic Wealth Advisors There is no guarantee that the recommendations or trades will meet a client’s investment objective over any given timeframe. Past performance is not a guarantee of future results. While we seek to produce consistent returns in all market environments, investment performance will vary and there is the potential for capital losses in your account. DWA will rely on information provided by the client or third party statements provided by the client and is not under obligation to verify this information. The client is responsible to notify DWA of any material change in their goals or circumstances so that appropriate changes may be made regarding the management of their account(s). Advisor will deliver to the client or confirm that the custodian will deliver to the client, performance reports on at least an annual basis. The custodian will provide account statements directly to the client. DWA encourages the client to promptly review all such account statement information for accuracy and report any discrepancies. DWA will not have custody of client accounts, but will have limited authority through the Advisory Agreement to direct the custodian to deduct investment advisory fees. Fees will not be deducted more than 90 days in advance. For tax planning purposes, client may authorize and direct DWA to pay fees for one managed account from another managed account. We do not currently provide investment advice on Forex, Futures or Commodities Contracts. Retirement Plan Consulting: DWA advisors may provide retirement plan consulting by assisting clients in establishing new or converting existing retirement plan accounts and/or offering allocation recommendations for existing plans not administered by DWA. Such services are only offered under an Advisory Agreement or Retirement Plan Advisory Agreement. Tailoring of Advisory Services Our firm offers individualized investment advice to our Investment Management clients. General investment advice will be offered to our Retirement Plan Consulting clients. Each Investment Management client has the opportunity to place reasonable restrictions on the types of investments to be held in the portfolio. Restrictions on investments in certain securities or types of securities may not be possible due to the level of difficulty this would entail in managing the account. Participation in Wrap Fee Programs Our firm does not offer or sponsor a wrap fee program. Regulatory Assets Under Management Our firm manages $108,803,058 on a discretionary basis as of March 31st, 2023. ADV Part 2A – Firm Brochure Page 6 Dynamic Wealth Advisors