Graham, Bordelon, Golson & Gilbert, Inc. (“Graham Bordelon, we, us, our”) is a corporation organized under the laws of the State of Louisiana. Gary Graham and Richard Bordelon co-founded the Monroe-based investment advisory firm in 1986. J. Clint Rider, Micheal Gilbert, and Jeffrey Golson are the majority owners. Graham Bordelon is an SEC registered investment advisory firm. We offer investment supervisory management, financial planning, and consulting services. Investment Management Services We provide investment management services to you either by directly managing your account ourselves or through Triad Advisors, LLC (“Triad”), an unaffiliated, registered broker-dealer and registered investment adviser. The Triad Wealth Management Platform – Advisor Managed Portfolios Program (“Advisor Managed Portfolios”) provides comprehensive investment management of your assets through the application of asset allocation planning software as well as the provision of execution, clearing and custodial services through National Financial Services, Inc. (“NFS”). Advisor Managed Portfolios provides risk tolerance assessment, efficient frontier plotting, fund profiling and performance data, and portfolio optimization and re-balancing tools. Utilizing these tools and based on your responses to a risk tolerance questionnaire (“Questionnaire”) and discussions that you and your Advisory Representative have together regarding, among other things, your personal investment objectives and goals, time horizon, risk tolerance, account restrictions, needs, personal circumstances and overall financial situation, we construct a portfolio of investments for you. Your Advisory Representative has the option to allocate your portfolio amongst a mix of stocks, bonds, options,

exchange-traded funds, mutual funds and other securities (“Program Investments”) which are based on your investment goals, objectives, and risk tolerance. Each portfolio is designed to meet your individual needs, stated goals and objectives. Additionally, you have the opportunity to place reasonable restrictions on the types of investments to be held in the portfolio. For further Advisor Managed Portfolios details, please see the Triad Wealth Management Platform Program Brochure. We provide this brochure to you prior to or concurrent with your enrollment in Advisor Managed Portfolios. Please read it thoroughly before investing. 5 | P a g e Financial Planning and Other Consulting Services We provide financial planning and business consulting services. In addition, we also furnish advice to you on matters relating to tax matters and employee benefits plans. We will also render advice to you on matters involving life insurance and disability insurance. In addition, we will furnish advice on budgeting both business and personal. We will furnish consulting services relating to your business on an as-needed basis. In managing your investment portfolio, we consider your financial situation, risk tolerance, investment horizon, liquidity needs, tax considerations, investment objectives, and any other issues important to your state of affairs. You should notify us promptly if there are any changes in your financial situation or investment objectives or if you wish to impose any reasonable restrictions upon the management of your account. Assets Under Management As of December 31, 2023, we managed $291,646,467 in client assets on a discretionary basis (where we made all of the investment decisions) for 290 accounts.