A. Ogorek Wealth Management, LLC (“OWM” or the “Advisor”) is a registered investment advisor with the U.S. Securities and Exchange Commissions (“SEC”). OWM is a limited liability company formed in November 2001 in the State of New York is owned by Anthony Ogorek. B. OWM offers advisory services to individuals, families, business entities, retirement plans, trust, estates, charitable organizations and non-profit organizations (each as a “Client”) its investment advisory services and to the extent specifically requested by a Client, financial Planning and related consulting services. The Advisor serves as a fiduciary to Clients, as defined under the applicable laws and regulations. As a fiduciary, the Advisor upholds a duty of loyalty, fairness and good faith towards each Client and seeks to mitigate potential conflicts of interest. OWM’s fiduciary commitment is further described in the Advisor’s Code of Ethics. For more information regarding the Code of Ethics, please see Item 11 – Code of Ethics, Participation or Interest in Client Transactions and Personal Trading. OWM works closely with each Client to identify their investment goals and objectives as well as risk tolerance and financial situation in order develop an investment approach. OWM will then construct an investment portfolio, consisting of mutual funds and/or exchange-traded funds (“ETFs”) to achieve the Client’s investment goals. The Advisor may also utilize individual stocks and/or bonds to meet the needs of Clients. OWM financial planning services begin with a coordinated financial plan. The financial plan will typically address the following areas: GOAL SETTING | OWM documents a set of personalized financial objectives for each client though a series of open-ended questions and assessment tools. INVESTMENT PHILSOPHY | OWM educates each client as to its basic tenets of portfolio management. OWM also presents each client with an initial analysis of his or her current portfolio. FINANCIAL INDEPENDENCE | OWM creates long-term cash-flow projections, in order for each client to understand how much to save at the pre-retirement stage or how much can be spent each year if he or she is already financially independent. OWM creates multiple ‘what-if’ scenarios to make clients aware of how changes in the assumptions can impact their future financial security. INVESTMENT GUIDELINES AND RECOMMENDATIONS | OWM dovetails a client’s investment plan with the client’s goals through written investment guidelines and specific investment recommendations unique to each client. RISK MANAGEMENT REVIEW | OWM evaluates a client’s various insurance policies- from automobile to long- term care and life insurance. OWM will comment on the quality and cost of the existing coverage as well, and where necessary, make recommendations for termination or additional coverage. INCOME TAX REVIEW | OWM will review each client’s income tax return and, in conjunction with the client’s CPA will make income tax planning recommendations. ESTATE PLANNING REVIEW | OWM examines each client’s current estate plan to confirm it meets stated goals and family objectives. If changes are needed, we will work closely with the client’s estate planning attorney and accountant to implement these changes. If a client needs to engage an attorney or accountant, we will assist in selecting the appropriate professional. PORTFOLIO REPORTS| Clients are “walked through” the format of the OWM quarter portfolio report. This ensures each client is familiar with the presentation of the information and has a chance

to ask questions to fully understand these reports. C. Clients are generally required to enter into an Investment Management & Planning Agreement with OWM setting forth the term and conditions of the engagement (including termination), describing the scope of the services to be provided, and the fee paid by the Client for OWM’s services, based on the schedule noted below in Item 5 – Fees and Compensation. OWM’s annual investment advisory fee is based upon a percentage (%) of the market value of the assets placed under OWM’s management. If requested by the Client, OWM may recommend the services of other professionals for implementation purposes. 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 and is free to accept or reject any recommendation from OWM. The Client may, at any time, impose reasonable restrictions, in writing, on OWM’s services. OWM does not participate in a wrap fee program. Please Note: If the Client engages any such recommended professional, and a dispute arises thereafter relative to such engagement, the Client agrees to seek recourse exclusively from and against the engaged professional. Please Also Note: It remains the Client’s responsibility to promptly notify OWM if there is ever any change in the Client’s financial situation or investment objectives for the purpose of reviewing/evaluating/revising OWM previous recommendations and/or services. RETIREMENT PLAN ROLLOVERS - A client or prospective client leaving an employer typically has four options regarding an existing retirement plan (and may engage in a combination of these options): (i) leave the money in the former employer’s plan, if permitted, (ii) roll over the assets to the new employer’s plan, if one is available and rollovers are permitted, (iii) roll over to an Individual Retirement Account (“IRA”), or (iv) cash out the account value (which could, depending upon the client’s age, result in adverse tax consequences). If OWM recommends that a client roll over their retirement plan assets into an account to be managed by OWM, such a recommendation creates a conflict of interest if OWM will earn an advisory fee on the rolled over assets. As such, any investment recommendation that OWM makes is based on OWM’s belief that the recommendation is in the Client’s best interest. CLIENT OBLIGATIONS - In performing its services, OWM shall not be required to verify any information received from the Client or from the Client’s other professionals, and is expressly authorized to rely thereon. Moreover, each Client is advised that it remains the Client’s responsibility to promptly notify OWM if there is ever any change in the Client’s financial situation or investment objectives for the purpose of reviewing/evaluating/revising OWM’s previous recommendations and/or services. DISCLOSURE STATEMENT - A copy of this Form ADV2A (“Disclosure Brochure”) and the applicable Form ADV2B (“Brochure Supplements”) shall be provided to each Client prior to, or contemporaneously with, the execution of the Investment Management & Planning Agreement. Any Client who has not received a copy of OWM’s written Disclosure Brochure at or prior to executing the Investment Management & Planning Agreement shall have five (5) business days subsequent to executing the agreement to terminate OWM’s services without cost or penalty. D. As of December 31, 2022, OWM had $411,909,796 in assets, all of which are managed on a discretionary basis.