A. Firm Information OneSource Advisors, LLC d/b/a OneSource Wealth Management, OneSource Health & Wealth Management, Wise Money Guys (“One SourceOneSource” or the “Advisor”) is a registered investment advisor with offices in the State of California. OneSource is organized as a limited liability company (“LLC”) under the laws of the State of California. OneSource was founded in March 2015, and is owned primarily by Legacy Capital Management, LLC. Due to a succession, our firm used to be registered under a different CRD number. John Scambray is the majority owner of Legacy Capital Management, and serves as the CEO and Chief Compliance Officer of OneSource Advisors, LLC d/b/a OneSource Wealth Management, OneSource Health and Wealth Management, Wise Money Guys. This Disclosure Brochure provides information regarding the qualifications, business practices, and the advisory services provided by OneSource. All material conflicts of interest under CCR Section 260.238 (k) are disclosed below regarding our firm, our representatives or our employees, which could be reasonably expected to impair the rendering of unbiased and objective advice. To comply with CCR Section 260.238(j), we disclose that lower fees for comparable services may be available from other sources. B. Advisory Services Offered OneSource offers investment advisory services to individuals, high net worth individuals, pension & profit- sharing plans, trusts, estates and business clients in California and other states (each referred to as a “Client”). Investment Management Services OneSource provides customized investment advisory solutions for its Clients. This is achieved through continuous personal Client contact and interaction while providing discretionary investment management and related advisory services. OneSource works with each Client to identify their investment goals and objectives as well as risk tolerance and financial situation in order to create a portfolio strategy. OneSource will then construct a portfolio, consisting of diversified mutual funds and/or exchange-traded funds (“ETFs”) to achieve the Client’s investment goals. The Advisor may also utilize individual stocks and bonds and other types of securities, as appropriate, to meet the needs of its Clients. OneSource’s investment strategy is primarily long-term focused, but the Advisor may buy, sell or re-allocate positions that have been held less than one year to meet the objectives of the Client or due to market conditions. OneSource will construct, implement and monitor the portfolio to ensure it meets the goals, objectives, circumstances, and risk tolerance agreed to by the Client. Each Client will have the opportunity to place reasonable restrictions on the types of investments to be held in their respective portfolio, subject to acceptance by the Advisor. OneSource evaluates and selects investments for inclusion in Client portfolios only after applying its internal due diligence process. OneSource may recommend, on occasion, redistributing investment allocations to diversify the portfolio. OneSource 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, generating cash to meet Client needs, or any risk deemed unacceptable for the Client’s risk tolerance. OneSource will provide investment advisory services and portfolio management services and will not provide securities custodial or other administrative services. At no time will OneSource accept or maintain custody of a Client’s funds or securities, except for authorized deduction of the Advisor’s fees. All Client assets will be managed within their designated brokerage account or pension account, pursuant to the Client investment advisory agreement. As part of our Investment Management service, our firm also provides financial planning and consulting services. CCR

Section 260.235.2 requires that we disclose to our financial planning clients that a conflict of interest exists between us and our clients. The client is under no obligation to act upon the investment adviser’s recommendation. If the client elects to act on our recommendations, the client is under no obligation to effect the transaction through our firm. Retirement Plan Consulting: Our firm provides retirement plan consulting services to employer plan sponsors on an ongoing basis. Generally, such consulting services consist of assisting employer plan sponsors in establishing, monitoring and reviewing their company's participant-directed retirement plan. As the needs of the plan sponsor dictate, areas of advising may include: ● Establishing an Investment Policy Statement – Our firm will assist in the development of a statement that summarizes the investment goals and objectives along with the broad strategies to be employed to meet the objectives. ● Investment Options – Our firm will work with the Plan Sponsor to evaluate existing investment options and make recommendations for appropriate changes. ● Asset Allocation and Portfolio Construction – Our firm will develop strategic asset allocation models to aid Participants in developing strategies to meet their investment objectives, time horizon, financial situation and tolerance for risk. ● Investment Monitoring – Our firm will monitor the performance of the investments and notify the client in the event of over/underperformance and in times of market volatility. ● Participant Education – Our firm will provide opportunities to educate plan participants about their retirement plan offerings, different investment options, and general guidance on allocation strategies. In providing services for retirement plan consulting, our firm does not provide any advisory services with respect to the following types of assets: employer securities, real estate (excluding real estate funds and publicly traded REITS), participant loans, non-publicly traded securities or assets, other illiquid investments, or brokerage window programs (collectively, “Excluded Assets”). All retirement plan consulting services shall be in compliance with the applicable state laws regulating retirement consulting services. This applies to client accounts that are retirement or other employee benefit plans (“Plan”) governed by the Employee Retirement Income Security Act of 1974, as amended (“ERISA”). If the client accounts are part of a Plan, and our firm accepts appointment to provide services to such accounts, our firm acknowledges its fiduciary standard within the meaning of Section 3(21) or 3(38) of ERISA as designated by the Retirement Plan Consulting Agreement with respect to the provision of services described therein. C. Client Account Management Prior to engaging OneSource to provide investment advisory services, each Client is required to enter into an investment advisory agreement with the Advisor that defines the terms, conditions, authority and responsibilities of the Advisor and the Client. These services may include: ● Establishing an Investment Policy – OneSource will assist the Client’s in determining their investment goals and objectives and recommend strategy[ies] to be employed to meet those objectives. ● Asset Allocation – OneSource will develop a strategic asset allocation that is targeted to meet the investment objectives, time horizon, financial situation and tolerance for risk for each Client. ● Portfolio Construction – OneSource will develop a portfolio for the Client that is intended to meet the stated goals and objectives of the Client. ● Investment Management and Supervision – OneSource will provide investment management and ongoing oversight of the Client’s portfolio and overall account. D. Wrap Fee Programs OneSource does not offer or sponsor a wrap fee program. E. Assets Under Management Our firm manages $95,000,000 on a discretionary basis and $5,000,000 on a non-discretionary basis as of February 20, 2024.