Evergreen Advisors, LLC is a SEC-registered investment adviser with its principal place of business located in Tennessee. Evergreen Advisors, LLC began conducting business in 2009. Listed below are the firm's principal shareholders (i.e., those individuals and/or entities controlling 25% or more of this company).  James Harral Place, Managing Member  Jayme Place O'Donnell, Member & Chief Compliance Officer Evergreen Advisors, LLC offers the following advisory services to our clients: PORTFOLIO MANAGEMENT SERVICES Our firm provides continuous advice to a client regarding the investment of client funds based on the individual needs of the client. Through personal discussions in which goals and objectives based on a client's particular circumstances are established, we develop a client's personal investment profile and either create and manage a unique portfolio based on that profile or assign the client to an existing asset allocation model. During our data-gathering process, we determine the client's individual objectives, time horizons, risk tolerance, and liquidity needs. As appropriate, we also review and discuss a client's prior investment history, as well as family composition and background. We manage these advisory accounts on a discretionary or non-discretionary basis. Account supervision is guided by the client's stated goals and objectives, risk tolerance, tax considerations, transaction costs, and fund internal expenses. As stated above, when appropriate we assign a client to an asset allocation model. We maintain asset allocation models based on risk tolerance. Within each model there are often variants based on tax status and/or account size to optimize for taxes and fund expenses. These models may be periodically rebalanced and/or adjusted for macro-economic conditions. Clients retain individual ownership of all securities. Clients may impose reasonable restrictions on investing in certain securities, types of securities, or industry sectors. Our investment recommendations are not limited to any specific product or service offered by a broker-dealer or insurance company and will generally include advice regarding the following securities:  Exchange-listed securities  Securities traded over-the-counter  Corporate debt securities (other than commercial paper)  Certificates of deposit  Municipal securities  Variable annuities  Mutual fund shares  United States governmental securities 5 Because some types of investments involve certain additional degrees of risk, they will only be implemented/recommended when consistent with the client's stated investment objectives, tolerance for risk, liquidity and suitability. To ensure that our initial determination of an appropriate portfolio remains suitable and that the account continues to be managed in a manner consistent with the client's financial circumstances, we will: 1. send quarterly statements to client requesting any updated information regarding changes in the client's financial situation and investment objectives; 2. at least annually, contact each participating client to determine whether there have been any changes in the client's financial situation or investment objectives, and whether the client wishes to impose investment restrictions or modify existing restrictions; 3. be reasonably available to consult with the client; and 4. maintain client suitability information in each client's file. PENSION CONSULTING SERVICES We also provide several advisory services separately or in combination. While the primary clients for these services will be pension, profit sharing and 401(k) plans, we offer these services, where appropriate, to individuals and trusts, estates and charitable organizations. Pension Consulting Services are comprised of four distinct services. Clients may choose to use any or all of these services. Investment Policy Statement Preparation (hereinafter referred to as ''IPS''): We will meet with the client (in person or over the telephone) to determine an appropriate investment strategy that reflects the plan sponsor's stated investment objectives for management of the overall plan. Our firm then prepares a written IPS detailing those needs and goals, including an encompassing policy under which these goals are to be achieved. The IPS also lists the criteria for selection of investment vehicles as well as the procedures and timing interval for monitoring of investment performance. Selection of Investment Vehicles: We assist plan sponsors in constructing appropriate asset allocation models. We will then review various mutual funds (both index and managed) to determine which investments are appropriate to implement the client's IPS. The number of investments to be recommended will be determined by the client, based on the IPS. Our investment recommendations are not limited to any specific product or service offered by a broker-dealer or insurance company and will generally include advice regarding the following securities:  Exchange-listed securities  Securities traded over-the-counter  Corporate debt securities (other than commercial paper)  Certificates of deposit 6  Municipal securities  Variable annuities  Mutual fund shares  United States governmental securities Monitoring of Investment

Performance: We monitor client investments continually, based on the procedures and timing intervals delineated in the Investment Policy Statement. Although our firm is not involved in any way in the purchase or sale of these investments, we supervise the client's portfolio and will make recommendations to the client as market factors and the client's needs dictate. Employee Communications: For pension, profit sharing and 401(k) plan clients with individual plan participants exercising control over assets in their own account (''self-directed plans''), we also provide educational support and investment workshops designed for the plan participants when the plan sponsor engages our firm to provide these services. The nature of the topics to be covered will be determined by us and the client under the guidelines established in ERISA Section 404(c). The educational support and investment workshops will NOT provide plan participants with individualized, tailored investment advice or individualized, tailored asset allocation recommendations. FINANCIAL PLANNING SERVICES We provide financial planning services as a standalone service. We also offer financial planning services as part of the portfolio management services we provide to clients. Financial planning is a comprehensive evaluation of a client's current and future financial state by using currently known variables to predict future cash flows, asset values, and withdrawal plans. Through the financial planning process, all questions, information, and analysis are considered as they impact and are impacted by the entire financial and life situation of the client. Clients utilizing this service receive a written report which provides the client with a detailed financial plan designed to assist the client in achieving his or her financial goals and objectives. In general, the financial plan can address any or all of the following areas:  GOALS: We work with the client to identify their specific and unique goals.  RESOURCES & LIABILITIES: We review the client's budget, sources of income, assets, and liabilities to gain a full understanding of the client's current financial situation.  TAX & CASH FLOW: We analyze the client's income tax and spending and planning for past, current, and future years; then illustrate the impact of various investments on the client's current and future tax liability.  ASSET ALLOCATION & INVESTMENTS: We identify the client's risk tolerance, then analyze the client's asset allocation, investment alternatives, and their effect on the client's portfolio.  RETIREMENT: We analyze current strategies and investment plans to help the client achieve his or her retirement goals.  INSURANCE: We review existing policies to ensure proper coverage for life, health, disability, long-term care, liability, home, and automobile. 7  DEATH & DISABILITY: We review the client's cash needs at death, income needs of surviving dependents, estate planning, and disability income.  ESTATE: We assist the client in assessing and developing long-term strategies, including (as appropriate): living trusts, wills, estate tax, powers of attorney, asset protection plans, nursing homes, Medicaid, and elder law. We gather required information through in-depth personal interviews. Information gathered includes the client's current financial status, tax status, future goals, investment return objectives, and attitude towards risk. We carefully review documents supplied by the client and prepare a written report. Should the client choose to implement the recommendations contained in the plan, we suggest the client work closely with his/her attorney, accountant, insurance agent, and/or financial advisor. Implementation of financial plan recommendations is entirely at the client's discretion. We also provide general non-securities advice on topics that may include tax planning, budgetary planning, estate planning, and business planning. Typically the financial plan is presented to the client within six months of the contract date, provided that all information needed to prepare the financial plan has been promptly provided. Financial Planning recommendations are not limited to any specific product or service offered by a broker-dealer or insurance company. All recommendations are of a generic nature. Evergreen Advisors, LLC uses third-party financial planning software such as Right Capital to assist in preparation of a client's financial plan. CONSULTING SERVICES Clients can also receive financial planning and investment advice on a more focused basis. This may include advice on only an isolated area(s) of concern such as estate planning, retirement planning, or other specific topic. We also provide specific consultation and administrative services regarding investment and financial concerns of the client. We provide these consulting services as a standard part of the portfolio management services we provide to clients. Consulting recommendations are not limited to any specific product or service offered by a broker-dealer or insurance company. All recommendations are of a generic nature. AMOUNT OF MANAGED ASSETS As of 12/31/2023, we were actively managing $350,794,546 of clients' assets on a discretionary basis plus $46,546,603 of clients' assets on a non-discretionary basis.