Firm Description and Principal Owner Fiduciary Advisors, Inc. was incorporated in 2000 to provide consulting and investment management services. Todd Grizzle and Melinda Trachsel are principal owners of Fiduciary Advisors, Inc. Types of Advisory Services The advisory services offered by Fiduciary Advisors, Inc. (“FAI” or “Firm”) are normally offered as a complete package. When appropriate, we may offer certain services as stand-alone services if doing so is consistent with the needs of the client and the investment philosophy of the firm. Participant Directed Retirement Plan Services A) Analyze the Plan’s current investment and record keeping platform. B) Develop optimal investment program for the Plan: i. determine appropriate asset classes; ii. recommend appropriate investment alternatives for each asset class; and iii. manage the investment process for selecting appropriate investment options. C) Prepare a written Investment Policy Statement for the Plan in consultation with the Plan Representative(s). D) Identify and recommend appropriate custodial and administration services. E) Monitor and evaluate investment options: i. Prepare performance measurement reports comparing the mutual fund and portfolio performance to their appropriate peer group and indexes. ii. Replace investment options in the event one or more funds fail to meet established investment objectives as outlined in the Investment Policy Statement. F) Provide participant education and investment advice in compliance with the provisions of the Employee Retirement Income Security Act of 1974, as amended (ERISA), as modified by the Pension Protect Act of 2006 (PPA) and applicable regulations. G) Provide investment advice with respect to the selection of a qualified default investment alternative (“QDIA”) if such is required under the Plan. H) Serve as a fiduciary of the Plan within the meaning of Section 3(21) of ERISA and/or Section 3(38) of ERISA. Portfolio Management Services (includes defined benefit, foundations/endowments, individuals, trusts) A) Development of a written Investment Policy Statement (IPS) or Financial Plan that outlines the investment objectives of the portfolio. B) Development of an asset

allocation strategy designed to meet the objectives as identified in the IPS or Financial Plan. C) Execute the investment strategy by purchasing mutual funds, exchange traded funds, Certificates of Deposit (CDs) and individual bonds within the framework of the asset allocation strategy. D) Monitor the portfolio for adherence to IPS or investment assumptions in the Financial Plan. Rebalance the portfolio as necessary and provide for liquidity for cash flow needs. Financial Planning Services Fiduciary Advisors also provides hourly or project based financial planning and investment advice services to individuals of various income and asset levels. These services may be general in nature or focused on a particular area of interest or need, depending on the individual’s unique circumstances. A) Gather information about the client’s personal financial situation during an initial meeting. B) Determine the client’s specific needs, objectives and goals. C) Analyze the current financial situation and possible future scenarios, if necessary. D) Present our significant observations, recommendations and suggestions for implementation based on the analysis. E) After the initial engagement is completed, the client may elect to end the engagement or continue with semi-annual reviews. Services in General Our investment recommendations and advice are tailored to the individual needs of each client. All investment recommendations and advice are based on information provided by the client or client’s other professionals. In performing its services, Fiduciary Advisors, Inc. is not required to verify any information received from the client or from the client’s other professionals. Our investment recommendations are not limited to any specific product or service offered by a broker dealer or insurance company. Clients may limit the types of investments (such as not investing in a specific industry) by notifying us in writing. Managed Assets Fiduciary Advisors currently has total client assets of approximately $ 1,541,500,000 including approximately $1,463,200,000, in assets under discretionary management and $78,300,000 in assets under non-discretionary management as of December 31, 2023.