The Wealth Advantage Group, Inc. (WA Group, Firm, We and Us) is an Ohio corporation founded in 2002. The principal owner of the firm is Ken A. Dodson, PFS, AIF. Major decisions of a strategic and administrative nature are undertaken by Mr. Dodson. WA Group is a fee-only financial planning and investment management firm. Neither the firm nor its owners/employees receive any form of commission income. The Wealth Advantage Group filed its initial application to become registered as an investment adviser with the U.S. Securities Exchange Commission in March 2024. Our firm requires that anyone having duties related to providing investment advice possess a CPA, PFS, CFA or CFP designation, FINRA Series licensing and/or experience judged to be comparable. Clients are required to enter into a Financial and Investment Advisory Agreement setting the terms and conditions of the engagement (including termination), describing the scope of the services to be performed. If requested by the client, our firm may recommend other professionals or service providers. The client is under no obligation to engage the services of any such recommended professional. The client retains absolute discretion over all such implementation decisions. Financial Planning WA Group offers broad-based financial planning services based upon an analysis of each client’s individual needs. The process typically begins with an initial complementary consultation. During or after the initial meeting, if the client engages us for financial planning services, pertinent information about the client’s current financial condition is collected. We will conduct follow up interviews as needed for the purpose of reviewing or collecting additional data and establishing goals. Once such information has been studied and analyzed, a written plan – designed to achieve the client’s expressed financial goals and objectives – will be reviewed and discussed with the client. To the extent requested by the client, financial planning advice may be rendered in the areas of retirement planning, tax and cash flow planning, estate planning, insurance analysis, education funding strategies, and business planning including compensation and benefits planning, among others. Financial plans are based on the client’s financial situation at the time the plan is presented and are based on financial information disclosed to us. Clients are advised that certain assumptions are required to be made with respect to interest and inflation rates, the use of past trends and performance of investment markets and the economy. Since past performance is no indication of future returns, we cannot offer guarantees or promises that specified goals and objectives will be met. It is important that we be notified promptly if a client’s financial condition, goals, or needs have changed. Investment Management WA Group provides ongoing and continuous investment

management services on a fee-only basis. We utilize a degree of care, skill and diligence that a prudent person acting in a fiduciary capacity would use. As of December 31, 2023, WA Group provided advice on $125,548,188 in assets. All but $542,448 of these assets are managed on a discretionary basis. WA Group does not take custody of client funds or securities. Instead, our clients utilize a custodian, mutual fund group, or variable annuity issuer that is compatible with the investment strategies desired by the client. Clients desiring portfolio design and asset management services are not required to utilize any other services of WA Group. Investment strategies primarily invest in mutual funds (open end, closed end and exchange traded funds) or the separate accounts of variable annuity and life contracts. However, in some circumstances, WA Group employs strategies that invest in individual equity and debt securities. WA Group will typically be granted discretion and authority to manage client accounts according to an agreed upon investment strategy. Accordingly, WA Group is authorized to perform various functions, at the client’s expense, without further approval from the client. Such functions include making investment decisions on the type of securities purchased/sold and the amount of securities purchased/sold. Once the portfolio is constructed, we provide ongoing supervision and re-balancing of the portfolio as changes in market conditions and client circumstances may require. When it has been determined to be in the best interest of the client, WA Group may recommend annuities. Annuities recommended are no-load, low expense contracts issued under a low cost platform. WA Group does not receive any commissions from any such insurance company recommended. Clients who wish to impose restrictions on investing in certain types of securities must do so in writing. Each client is advised that it remains his or her responsibility to promptly notify WA Group if there is ever any change in the client’s financial situation or investment objectives. All client accounts are reviewed on a periodic basis, at a minimum twice yearly, and clients are invited to participate in person. Should they occur, losses in client accounts resulting from WA Group’s trade errors shall be reimbursed, but WA Group shall not give credit for errors resulting in market gains. WA Group retains the net gains to use against any future losses from trade errors that may occur. A copy of this brochure shall be provided to each client prior to, or at the same time as, the execution of the Financial and Investment Advisory Agreement. Any client who has not received a copy of WA Group’s written brochure at least 48 hours prior to executing the Financial and Investment Advisory Agreement shall have five business days subsequent to executing the agreement to terminate the agreement without penalty.