Advisory Business Firm Description Oakmont Advisory Group, LLC (“Advisor”), formerly known as Hicks Advisory Group, LLC was founded in 2011. Ralph Hicks’ share of ownership is 50% and David Hicks’ share of ownership is 50%. Advisor provides personalized confidential financial planning and investment management primarily to individuals, trusts, estates or charitable organizations and corporations or business entities. Advice is provided through consultation with the client and may include: determination of financial objectives, identification of financial problems, cash flow management, tax planning, insurance review, investment management, education funding, retirement planning, and legacy planning. Advisor is a fee based financial planning and investment management firm. The firm does not sell annuities, insurance, or other commissioned products. The president of Advisor has an affiliated business, Oakmont Insurance, LLC, that does sell insurance products. Together, they operate under the doing business as name (“dba”) of Oakmont Advisory Group. Advisor does not act as a custodian of client assets. An evaluation of each client’s initial situation is provided to the client, often in the form of a net worth statement, risk analysis, or similar document. Periodic reviews are also communicated to provide reminders of the specific courses of action that need to be taken. More frequent reviews occur but are not necessarily communicated to the client unless immediate changes are recommended. Other professionals (e.g., lawyers, accountants, insurance agents, etc.) are engaged directly by the client on an as-needed basis. Conflicts of interest will be disclosed. 2 © 2023 OAKMONT ADVISORY GROUP. ALL RIGHTS RESERVED. Types of Advisory Services Advisor provides investment supervisory services, also known as asset management, and furnishes financial planning and investment advice through consultations. Asset Management: Advisor offers discretionary and non-discretionary asset management services to advisory clients. Advisor will provide clients with ongoing portfolio management services through determining individual investment goals, time horizons, objectives, and risk tolerance. Investment strategies, investment selection, asset allocation, portfolio monitoring, and the overall investment program

will be based on the above factors. Selection of Other Advisers: We may also recommend the services of unaffiliated investment Advisors for asset management services: Altruist, LLC, Dimensional Funds, Vanguard, Gradient Investments and Formula Folio Investments as third-party investment advisers. The Altruist platform is an automated web-based wrap -fee investment management platform consisting of a customized portfolio of investments. We will confirm any unaffiliated investment advisers we recommend are properly registered, notice filed, or exempt from registration or notice filing. Financial Planning and Consulting: If financial planning services are applicable, the client will compensate Advisor on a negotiable fixed fee basis described in detail under “Fees and Compensation” section of this brochure. Services include but are not limited to a thorough review of all applicable topics, including Wills, Estate Plan/Trusts, Investments, Taxes, and Insurance. If a conflict of interest exists between the interests of the investment advisor and the interests of the client, the client is under no obligation to act upon the investment advisor’s recommendation. If the client elects to act on any of the recommendations, the client is under no obligation to effect the transactions through Advisor. Financial plans will be completed and delivered inside of ninety (90) days. Clients may terminate advisory services with thirty (30) days written notice. 3 © 2023 OAKMONT ADVISORY GROUP. ALL RIGHTS RESERVED. Client Tailored Services and Client Imposed Restrictions The goals and objectives for each client are documented in our client files. Investment strategies are created that reflect the stated goals and objective. Clients may impose restrictions on investing in certain securities or types of securities. Agreements may not be assigned without written client consent. Wrap Fee Programs Advisor does not sponsor any wrap fee programs although may recommend wrap fee programs offered by third-party investment advisers. Client Assets Under Management As of December 31, 2023, Advisor had $ 108,198,163 in client assets under management. $ 105,516,725 in discretionary assets under management and $ 2,681,438 in non-discretionary assets under management. 4 © 2023 OAKMONT ADVISORY GROUP. ALL RIGHTS RESERVED.