Our Owners and Principals Our firm was established by Carin Amaradio and commenced business in 1993. Ms. Amaradio is the sole owner and serves as Chief Executive Officer, and Chief Compliance Officer. Tony Amaradio serves as President, Chief Strategist and Chief Marketing Officer. Laurie Thompson serves as Vice President, Chief Operations Officer, and Compliance Officer. We are affiliated by common ownership with Select Money Management, Inc. (“SMM”), an investment advisor registered with the SEC. SMM was formed to provide portfolio management services to separately managed accounts, wrap fee programs, and ERISA plans. Our other affiliates by common ownership include Securities Equity Group (“SEG”), a broker-dealer registered with the SEC and member of FINRA/SIPC, and SPM Insurance Services, Inc. (“SPMI”), an independent general insurance agency for fixed insurance and annuity business. Please see the section below in Item 10, Other Financial Industry Activities and Affiliations for important information regarding our affiliates and the conflicts of interest in using our affiliates to implement the investment strategies and financial plans developed for you by our representatives. General Investment Advisory Services for Individuals We offer general investment advisory services for individuals. These services include developing investment strategies based on your current and anticipated future financial needs. Our representative will meet with you, gather financial data, and discuss your current financial situation and future financial goals. You need to furnish us with all current information about your financial and investment circumstances. Your information, as well as our recommendations and advice, are confidential. Based on your information, we will give you our recommendations for various investment products and services. You are always at liberty to follow or disregard our recommendations, in whole or in part. We will advise you, but you must make your own decision whether or not to make any investments or utilize any of our services or the services of our affiliates. Select Portfolio Management, Inc. 2 Firm Brochure v.5-24 After developing and recommending your investment strategy, we will periodically contact you for a financial review, typically at least annually. Our financial review will take into consideration the original investment strategy, any new investments, changes in your financial circumstances or goals, and any changes in the tax laws or other general economic conditions that may affect your current investment strategy. If requested, we will provide you with interim financial reviews. Typically, we do not provide periodic reports for our general investment advisory clients. We do not impose a minimum dollar value of assets in order for you to utilize the general investment advisory services for individuals. General Investment Advisory Services for Businesses We offer general investment advisory services specifically tailored to the needs and special circumstances of businesses, including their pension and retirement plans. These services are generally provided in conjunction with other professionals and include investment management services for SEP & SIMPLE IRAs, 401(k) Plans, 403(b) Plans, 409(a) Plans, 457(b) Plans, Defined Benefit Plans, Defined Contribution Plans, Profit-Sharing Plans, Money-Purchase Plans, and Deferred Compensation Plans. We provide general investment advisory services specifically tailored to the needs of a trustee or other fiduciary, including but not limited to, someone meeting the definition of “fiduciary” under the Employee Retirement Income Security Act of 1974 (“ERISA”) or an employee benefit plan subject to ERISA. We will periodically contact you for a financial review. Interim financial reviews are available upon request. We may provide regular reports regarding your accounts, depending on your needs. We do not impose a minimum dollar value of assets or other conditions for these services. Financial Planning Services and Investment Advice through Consultation We offer investment advice programs, for a separate fee, which are not considered part of General Investment Advisory Services and are included in the category of Financial Planning Services. We believe that every investor needs and deserves a meaningful goal-based Financial Plan that is smart, adaptable, and client-friendly. Whether you prefer simplified planning, a comprehensive financial “Blueprint”, or only want an analysis prepared for one or two specific needs, our systems and software have been designed to give you a methodology to look at your progress toward long-term goals. By using interactive software licensed through MoneyGuidePro,™1 you can see how you are doing over time, which can assist you in making more appropriate financial decisions

year after year. In the financial planning process, we will provide you with an assessment of your current financial situation and make certain customized recommendations which relate to your goals. 1 Retirement Zoomer®, MoneyGuidePro™, and SuperSolve® -enabled software are registered trademarks of PIEtech. Select Portfolio Management, Inc. 3 Firm Brochure v.5-24 Retirement planning is generally at the core of most financial plans. Through SuperSolve®1 enabled software licensed through MoneyGuidePro™1, we can create a Retirement Lifestyle Plan, a more comprehensive financial “Blueprint”, or a stand-alone Retirement Zoomer®1 analysis. Each service supports Financial Planning as an ongoing process where our clients view their plans as a reasonable range of possibilities to be managed and implemented. Financial Planning Services List The following is a list of our Simplified Financial Planning, Comprehensive Financial “Blueprints”, or Goal-Based Planning/Analysis modules for specific needs provided as stand-alone services:
• PreciseFP™ Financial Questionnaire • Comprehensive Financial “Blueprints”
• Retirement Zoomer®1 Plan • College Funding Plan Summary (“Quick & Easy” Retirement Planning) (with 529 Tuition Plans Analysis)
• Asset Allocation Planning • Social Security Maximization Analysis
• Life Insurance Needs Analysis • Long-Term Care Needs Analysis
• Asset Protection Consultation2 • Estate Planning Analysis
• Charitable Gifting Consultation2 • Succession Plan Consultation2
• Retirement Lifestyle Planning • Legacy Planning Consultation2 2Consultation is provided by one of SPM’s CERTIFIED FINANCIAL PLANNER™ professionals collaborating with Tax Consultant or Estate Planning attorneys to gain their input and review of client’s Comprehensive Financial “Blueprint” or as needed for stand-alone financial planning/consultation modules. The CERTIFIED FINANCIAL PLANNER™ and CFP® professional are trademarks of the Certified Financial Planner Board of Standards, Inc. PreciseFP™ is a trademark of Spectrum Input, LLC. Except as described above and under the heading Other Financial Industry Activities and Affiliations, we are not affiliated with any other service provider or securities issuer and we do not receive compensation from any source other than the fees we charge, as described below. Portfolio Management Services We do not directly provide portfolio management services. Instead, we make those services available to clients through the wrap fee programs (“the Program”) and other portfolio management services of our affiliated registered investment advisor, SMM. Our advisory representatives are dually registered with SMM as advisory representatives and can assist you with any account information or questions you may have regarding SMM’s portfolio management services. Please also see Item 10 Other Financial Industry Activities and Affiliations for important information regarding our affiliates and the conflicts of interest in using our affiliates and representatives to implement your investment strategies and financial plans. A complete description of the Programs and fees are contained in SMM’s Wrap Fee Program Brochures (Form ADV, Part 2A Appendix). SMM’s other investment management services and fees are contained in SMM’s Disclosure Brochure (Form ADV, Part 2A). To request a copy of either brochure, please contact your investment advisor representative or our office at 949-975-7900. Select Portfolio Management, Inc. 4 Firm Brochure v.5-24 Assets under Advisement As a firm specializing in providing client-tailored investment strategies and fee-based financial planning, we have no client assets under our management. However, our representatives, who are also registered or licensed representatives of our affiliates, SMM, SEG, and SPMI, on a combined basis, have assets under advisement of over $1.47 billion. By this, we mean that our affiliated investment advisor, SMM, which provides portfolio management services manages approximately $1.11 billion as of March 2024, of which $1.08 billion is managed on a discretionary basis and $34 million is managed on a nondiscretionary basis. Additionally, our affiliated broker-dealer, Securities Equity Group, has approximately $86 million in non- managed securities accounts and our affiliated insurance agency, SPM Insurance, Inc. has approximately $273 million in fixed annuity and life insurance contracts. Please see the section below in Item 10, Other Financial Industry Activities and Affiliations for important information regarding our affiliates and the conflicts of interest in using our affiliates to implement your investment strategies and financial plans.