Armory Capital Management, LLC is an independent investment advisory firm registered with the Securities and Exchange Commission with its' principal place of business located in Syracuse, New York. The firm was created as a result of a spinoff of Green & Seifter Investment Advisers, LLC in July of 2009 and provides fee-only investment management, financial planning, retirement planning, and overall wealth management services to our clients. Green & Seifter Investment Advisers, LLC was originally founded in April 2000. Effective February 1st, 2017 Henry J. Wildhack and Matthew J. Abbott became the principal owners of Armory Capital Management, LLC. As of December 31, 2023, ACM managed approximately $110,883,175 of client assets on a discretionary basis and $8,424,916 on a non-discretionary basis. INVESTMENT SUPERVISORY SERVICES: Armory Capital Management, LLC (hereinafter ACM) provides Investment Supervisory Services, defined as giving continuous advice to a client or making investments for a client 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, ACM develops a client’s personal investment policy and creates and manages a portfolio based on that policy. ACM provides this service to individuals, trusts, estates, charitable organizations, corporations, and other entities. ACM will manage advisory accounts on a discretionary basis. Account supervision is guided by the stated objectives of the client (growth, income, or growth and income, liquidity). The client may communicate these objectives in writing or in meetings and telephone conversations with ACM advisory representatives. ACM’s advisory representatives typically meet at least annually with clients to review individual portfolios and to discuss the client’s goals and objectives. Typically ACM will create portfolios that may include individual stocks, bonds, exchange- traded funds (ETF's), mutual funds, Certificate of Deposit’s, government securities, etc. ACM will allocate the client’s assets among various investments taking into consideration the overall style selected by the client. The securities and/or mutual funds, as the case may be, for each client’s

portfolio will be selected on the basis of any or all of the following criteria: (1) for individual securities, the issuer’s performance history; financial information; industry sector; and past securities performance, and (2) for mutual funds, the fund’s performance history; the industry sector in which the fund invests; the track record of the fund’s manager; the fund’s investment objectives; the fund’s management style and philosophy; and the fund’s management fee structure. Portfolio weighting between funds and market sectors will be determined by each client’s individual needs and circumstances. Clients will have the opportunity to place reasonable restrictions on the types of investments which will be made on the client’s behalf. Clients will retain individual ownership of all securities. Because some types of investment strategies involve certain additional degrees of risk, they will only be recommended when consistent with the client’s stated tolerance for risk, liquidity, and suitability. PENSION CONSULTING SERVICES: ACM provides advisory services for pension, profit sharing, and 401(k) plans. Pension Consulting Services can be comprised of any or all of the following: Investment Policy Statement preparation, selection of investment vehicles, monitoring of investment performance, and employee communications. CONSULTING: Clients can also receive investment advice on a more limited basis. This may include advice on only an isolated area(s) of concern, such as estate planning, retirement planning, or any other specific topic. ACM can also provide specific consultation and administrative services regarding investment and financial concerns of the client. FINANCIAL PLANNING: ACM may also provide advice by preparing written financial plans for clients and providing other planning advice including, but not limited to, allocation of resources among specific securities or categories of securities and other types of investments and insurance. Clients purchasing this service will receive a written financial plan, providing the client with a detailed plan designed to achieve the client’s stated financial goals and objectives, or may receive advice through written or oral communication with ACM representatives.