Other Professional Activities 31 Item 5 Additional Compensation 31 Daviman Financial, LLC 5 Item 6 Supervision 31 Brochure Supplement 32 A. General Requirements 33 B. Investment Adviser Representative Information 33 Item 2 Education and Business Experience 33 Item 3 Disciplinary Information 34 Item 5 Additional Compensation 34 Item 6 Supervision 34 Daviman Financial, LLC 6 Adviser Description Daviman Financial, LLC (“Daviman,” or, the “Adviser”) is a Delaware limited liability company formed on August 9, 2016. Rone Davis is the sole owner of Daviman. Daviman is a fiduciary and is required to act in a client’s best interest at all times. The primary types of investment advisory services offered by the Adviser are financial planning, investment management, retirement plan consulting, and investment consulting. Financial Planning The Adviser works to develop a comprehensive financial plan for every client. Daviman begins with an intensive fact-finding session which helps the Adviser become totally familiar with the client’s current financial situation (including among other things, income taxes, investments, insurance, estate affairs and family circumstances), as well as their personal goals and priorities for the next several years. Then, working from this comprehensive information, the Adviser prepares a detailed financial plan which documents the client’s situation, identifies all areas which will be impacted, and makes specific goal-oriented recommendations. The Adviser’s specific goal-oriented recommendations are designed to educate and allow a client to coordinate his/her financial affairs more efficiently, increase cash flow, prudently reduce income taxes, and attempt to improve his/her overall net worth. Once the financial plan is completed and the appropriate advisers have reviewed the plan, a meeting is scheduled to discuss the plan and the specific items to be implemented with the client. Reports will be provided throughout the process and during implementation. As reports are provided ongoing, a full written plan may not be necessary for completion. Investment Management Investment advisory services offered by Daviman are specifically tailored to meet the needs of each client. Prior to delivering investment advisory services, the Adviser will ascertain each client’s specific investment objective. Then Daviman will allocate, or recommend that the client allocate, their investment assets consistent with the designated investment objective. Clients may impose reasonable restrictions on any of the Adviser’s investment advisory services at any time, but restrictions must be delivered to the Adviser in writing and must be signed by the client. Daviman also works with Clients to implement an investment program in which Client accounts are sub-managed by independent third-party money managers. More specifically, Daviman will assist Clients in determining the appropriate allocation of the Clients’ invested assets among different asset classes, and in turn may recommend one or more third-party money managers who specialize in each of those asset classes. The Daviman Financial, LLC 7 third-party managers will be responsible for continuously monitoring the Client account and making trades when necessary. Retirement Plan Consulting As part of providing the discretionary or non-discretionary investment services to Plans, Daviman provides certain information and services to the Plan and the Plan Sponsor/Trustees. These other services are designed to assist the Plan Sponsor in meeting its management and fiduciary obligations to the Plan under ERISA. The other services may consist of the following: ● Platform Provider Search and Plan Set-Up ● Plan Review ● Plan Fee and Cost Review ● Plan Participant Education and Communication ● Plan Benchmarking In addition, as part of the services provided to the Plan it may make available certain model allocation portfolios to Plan participants. Specifically, participants may enter personal information, such as time horizon, risk tolerance and age, into various educational tools made available by Daviman directly or through its affiliated partners. Thereafter, some education tools may recommend an allocation model for that participant’s retirement assets. There are several allocation models which could be provided by the 3(38) Manager for the Plan and/or Participants ranging from relatively conservative to relatively aggressive based on the participant’s questionnaire or approach to risk. Plans and/or Participants are free to accept or reject the allocation models for individual security selection based on Plan availability. Reports summarizing the participant’s current asset allocation, transactions and current holdings can be accessed at any time through the Plan custodian website. Participants are encouraged to visit the Plan custodian website

on a regular basis to review their account details. In addition, pooled asset accounts for participants can be obtained from the Third Party Administrator (TPA) annually or upon request to them for a separate fee based on the TPA’s independent fee schedule. All retirement plan consulting services shall be in compliance with the applicable state law(s) regulating retirement plan consulting services. This applies to client accounts that are pension or other employee benefit plans governed by the Employee Retirement Income Security Act of 1974, as amended (“ERISA”). If the client accounts are part of a Plan, and Daviman accepts appointments to provide our services to such accounts, Daviman acknowledges that we are a fiduciary within the meaning of Sections 3(21) and 3(38) of ERISA. Daviman Financial, LLC 8 Investment Consulting This service includes discussing with the client investment options, analyzing the client’s current investment portfolio, and making recommendations based on the client’s specific personal investment criteria. Please note: It is always the client’s responsibility to promptly notify Daviman if there is any change in their financial situation or investment objective. This notification of change allows the Adviser an opportunity to review, evaluate, or revise our previous recommendations or services. Additional Services The Adviser may furnish advice on matters not involving securities, such as: Retirement Income Planning Personal Financial Planning Withdrawal Rate Analysis Education Planning Cash Flow & Budgeting Employee Benefits & 401(k) Guidance Insurance Review & Planning Corporate Retirement Plan Guidance Estate & Charitable Gift Planning Tax Planning Business Successions Other Services Managed Non-Discretionary Assets In addition to providing investment management of client assets on a discretionary basis, the Adviser, for a separate and additional fee, provides certain limited services to clients with respect to “Managed Non-Discretionary Assets.” These services consist solely of the following: Daviman is available to consult with the client on a semi-annual basis (or more often if requested by the client) regarding the Managed Non-Discretionary Assets. However, the client is solely responsible for all decisions and consequences on the client’s Managed Non-Discretionary Assets, including decisions on whether to retain or sell all or a portion of the Managed Non-Discretionary Assets. This responsibility remains solely with the client regardless of whether any security is reflected on account reports prepared by the Adviser. Daviman is available to service Managed Non-Discretionary Assets, such as setting up and monitoring regular distributions and special one-time distribution requests. The Adviser can process any trades on the Managed Non-Discretionary Assets, but only when requested to do so by the client in writing. Upon receipt of any client’s written request, Daviman will endeavor, but cannot guarantee, that any such transaction will be affected on the day received or at any specific time or price. Daviman Financial, LLC 9 Limitations for Non-Discretionary Assets Clients that engage the Adviser on a non-discretionary investment advisory basis must be willing to accept that Daviman cannot affect any account transactions without obtaining prior written consent to any such transaction(s) from the client. Thus, in the event of a market correction during which the client is unavailable, Daviman will be unable to affect any account transactions (as it would for its discretionary accounts) without first obtaining the client’s written consent. Tailored Relationships At the Adviser, advisory services are tailored to the specific needs of each client. Prior to providing advisory services, the Adviser will ascertain each client’s investment goals and objectives. The Adviser then allocates and/or recommends that the client allocate investment assets consistent with the designated investment objective. The client may, at any time, impose reasonable restrictions on the Adviser’s services, but restrictions must be delivered to the Adviser in writing, and must be signed by the client. In performing services for the client, the Adviser is not required to verify any information it received from the client or from the client’s other professionals and the Adviser is expressly authorized by the client to rely on this information. Each client is advised that it remains the client’s responsibility to promptly notify the Adviser if there is ever any change in the client’s financial situation or investment objectives for the purpose of reviewing, evaluating, or revising the Adviser’s previous recommendations or services to the client. Managed Assets As of December 31, 2023, the Adviser managed $100,956,835 in discretionary assets under management and $2,616,001 in non-discretionary assets under management for a total of $103,572,836.