Blakely Walters Wealth Management is an investment advisor firm registered with the US. Securities and Exchange Commission, since June 2023. The principal owners of Blakely Walters Wealth Management are Sloan Walters and James Blakely, Managing Partners. Asset Management Services Blakely Walters Wealth Management’s (“Advisor” or “firm”) principal service is providing fee- based asset management services. The Advisor practices custom management of portfolios, on a discretionary and non-discretionary basis, according to the client’s objectives. The Advisor’s primary approach is to use a tactical allocation strategy aimed at reducing risk and increasing performance. The Advisor may use any of the following: exchange listed securities, variable life insurance, variable annuities, municipal securities, and mutual funds to accomplish this objective. The Advisor measures and selects mutual funds by using various criteria, such as the fund manager’s tenure, and/or overall career performance. 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. Financial Planning In addition to investment supervisory services, Blakely Walters Wealth Management may provide Financial Planning Services to some of its clients. The Advisor’s Financial Planning Services may include recommendations for portfolio customization based on the client’s investment objectives, goals and financial situation, recommendations relating to investment strategies as well as tailored investment advice. Financial Planning Services may also include non-investment advice such as developing strategies to achieve retirement or other financial goals, tax optimization strategies, cash flow and budgeting analysis and recommendations, financing and financial education, estate planning, and asset protection strategies. Selection of Other Advisors Blakely Walters Wealth Management may recommend and refer clients to unaffiliated money managers or investment advisors through Managed Account programs sponsored by a third-party provider. In these arrangements, the client will then enter into a program and investment advisory agreement with the program sponsor and sub-advisors. Blakely Walters Wealth Management will assist and advise the client in establishing investment objectives for the sub-advisors and continue to provide oversight of the client account and ongoing monitoring of the activities of the sub- advisors. The sub-advisors will develop an investment strategy to meet those objectives by identifying appropriate investments and monitoring such investments. In consideration for such

services, the program sponsor will charge a program fee that includes the investment advisory fee Blakely Walters Wealth Management Page 5 of the sub-advisors, the administration of the program and trading, clearance and settlement costs. The program sponsor will add Blakely Walters Wealth Management’s asset management fee (described below in Item 5) and will deduct the overall fee from the client account monthly, in arrears, based on the value of the client account on the last day of the billing period. Blakely Walters Wealth Management will ensure that all third-party money managers recommended to clients will be either an investment advisor registered with a relevant state securities commission, the U.S. Securities Exchange Commission, or exempt from such registrations. The client, prior to entering into an agreement with a third-party money manager selected by Blakely Walters Wealth Management, will be provided with that manager’s Brochure, if required. In addition, Blakely Walters Wealth Management and the client will agree in writing that the client’s account will be managed by that selected third-party money manager on a discretionary basis. Group Investment Advisory Plan Services Through referrals made by its business affiliate Planning Grounds L.L.C., Blakely Walters Wealth Management provides investment advice to individuals who participate in group investment advisory plans through their employer. The group investment advisory plan is similar to a group legal plan, where participating employees have direct access to professional services on an ongoing basis. Blakely Walters Wealth Management will meet one-on-one with employees up to three times per year and build a personal financial plan that meets their needs. In addition, the Advisor may provide plan participants with personal finance workshops, personal finance materials, access to financial management software, and employee benefits package tutorials. Participating employees will receive discounted advisory fees for any out-of-scope services, which will be separately agreed to in an advisory contract between the employee and Blakely Walters Wealth Management. Each participating employee will be charged a fixed monthly fee of $20, directly deducted from their payroll and remitted by the employer to the Advisor, in arrears. Employees will receive periodic reminders from Blakely Walters Wealth Management to engage in the subscription program by contacting a Financial Advisor at the firm. All plan participants will receive a copy of Blakely Walters Wealth Management’s disclosure Brochure. ***************************************** Blakely Walters Wealth Management 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. Blakely Walters does not provide portfolio management services to wrap fee programs. As of December 31, 2023 , Blakely Walters had $117,010,000 in discretionary, and $0 in non- discretionary, client assets under management. Blakely Walters Wealth Management Page 6