Alignment Financial Group is an investment advisor firm registered with the U.S. Securities and Exchange Commission (“SEC”), since March 2023. The principal owner of Alignment Financial Group is Daniel Pimental, Principal. Pension Consulting Services Alignment Financial Group’s principal service is providing fee-based Pension Consulting Services to institutions and other business entities. Alignment Financial Group (“Advisor”) will evaluate the existing qualified retirement plan solution(s) and will, at a minimum, evaluate the qualified retirement plan’s fiduciary compliance program, recordkeeping and third-party administration services, investment policy statement and management process, employee communication and education program, and retiree/rollover transitional consulting services. Based on the evaluation, Alignment Financial Group will make objective recommendations to the plan sponsor. Upon approval, Alignment Financial Group will implement, manage, and monitor the recommendations with the authorization of the plan sponsor. As part of the process, Alignment Financial Group will provide an investment policy statement. Alignment Financial Group will recommend, monitor, and benchmark the selected investment platform according to the investment policy statement. Alignment Financial Group may recommend and refer clients to unaffiliated money managers or investment advisors (“Investment Manager”). Through this arrangement, the client will then enter into an advisory agreement with the Investment Manager authorizing them to assist and advise the client in establishing investment objectives and develop an investment strategy to meet those objectives by identifying appropriate investments and monitoring such investments. Alignment Financial Group may assist the client in completing the Investment Manager’s client questionnaire and opening account paperwork. Alignment Financial Group will also assist in the development of the initial policy recommendations. In consideration for these services, Alignment Financial Group will receive an investment advisory fee, billed monthly or quarterly in advance or in arrears. The Investment Manager is hired by the client. Alignment Financial Group will only make recommendations to the client about who should be hired. The Investment Manager will have discretion as to the model portfolios/asset allocations, but not the individual participants elections or asset allocation of any participants should they elect to customize their own portfolio. The client, prior to entering into an agreement with an Investment Manager recommended by Alignment Financial Group, will be provided with that Investment Manager’s Disclosure Brochure. In addition, Alignment Financial Group and the client will agree in writing that the client’s account will be managed by that selected Investment Manager on a discretionary basis. Investment Management Services Alignment Financial Group provides fee-based investment advisory services and comprehensive financial planning 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 Alignment

Financial Group Page 5 a tactical allocation strategy aimed at reducing risk and increasing performance. The Advisor may use any of the following: exchange listed securities, over-the-counter securities, foreign securities, warrants, corporate debt securities, CDs, municipal securities, United States government securities, and options in securities and commodities to accomplish this objective. 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. Selection of Other Advisors Alignment Financial Group may periodically recommend and refer clients to unaffiliated money managers or investment advisors. Through this arrangement, the client will then enter into an advisory agreement with the third-party money manager authorizing them to assist and advise the client in establishing investment objectives and develop an investment strategy to meet those objectives by identifying appropriate investments and monitoring such investments. In consideration for such, the third-party money manager will receive an investment management fee, billed monthly or quarterly in advance or in arrears, based on the value of assets of the account as of the opening of business on the first business day of the billing period, or if an arrears, based on the value of assets of the account on the last business day of the billing period. New account fees will be prorated from the inception of the account to the end of the first billing period. Alignment Financial Group will receive a portion of the third-party manager’s investment management fee and may assist the client in completing their client questionnaire and account opening paperwork. Alignment Financial Group may also assist in the development of the initial policy recommendations and managing the ongoing client relationship. ************************************ Alignment Financial Group will tailor its advisory services to its client’s individual needs based on meetings and conversations with the client. If clients wish to impose 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. Alignment Financial Group does not provide portfolio management services to wrap fee programs. As of December 31, 2023 Alignment Financial Group had approximately $315 million in non- discretionary client assets under management.