Merryfield Barnes, LLC provides financial planning, consulting, and investment management services to its clients. Prior to engaging Merryfield Barnes, LLC to provide any of the foregoing investment advisory services, the client is required to enter into one or more written agreements with Merryfield Barnes, LLC setting forth the terms and conditions under which Merryfield Barnes, LLC renders its services (collectively the “Agreement”). Merryfield Barnes, LLC was formed in November 2011, and is owned by its Managing Member/President, Mr. Dennis Merryfield and Senior Vice President, Mr. Charles Whitney Barnes. This Disclosure Brochure describes the business of Merryfield Barnes, LLC. Certain sections will also describe the activities of Supervised Persons. Supervised Persons are any of Merryfield Barnes, LLC officers, partners, directors (or other persons occupying a similar status or performing similar functions), or employees, or any other person who provides investment advice on behalf of Merryfield Barnes, and is subject to Merryfield Barnes, LLC supervision or control. Financial Planning and Consulting Services Merryfield Barnes, LLC provides its clients with a broad range of comprehensive financial planning and consulting services. These services may include retirement, education, estate planning, business planning, investments and cash flow needs of the client. In performing its services, Merryfield Barnes, LLC is not required to verify any information received from the client or from the client’s other professionals (e.g., attorney, accountant, etc.) and is expressly authorized to rely on such information as presented. Merryfield Barnes, LLC may recommend the services of itself and/or other professionals to implement its recommendations. Clients are advised that a conflict of interest exists if Merryfield Barnes, LLC recommends its own services. The client is under no obligation to act upon any of the recommendations made by Merryfield Barnes, LLC under a financial planning or consulting engagement or to engage the services of any such recommended professional, including Merryfield Barnes, LLC. The client retains absolute discretion over all such implementation decisions and is free to accept or reject any of Merryfield Barnes, LLC’s recommendations. Clients are advised that it remains their responsibility to promptly notify Merryfield Barnes, LLC if there is ever any change in their financial situation or investment objectives for the purpose of reviewing, evaluating, or revising Merryfield Barnes, LLC’s previous recommendations and/or services. Investment Management Services Clients can engage Merryfield Barnes, LLC to manage all or a portion of their assets on a discretionary or non- discretionary basis. Merryfield Barnes, LLC primarily allocates clients’ investment management assets among mutual funds, exchange-traded funds (“ETFs”), individual debt and equity securities and/or options. In addition, Merryfield Barnes, LLC may recommend that clients who are “accredited investors” as defined under Rule 501 of the Securities Act of 1933, as amended, invest in private placement securities, which may include debt, equity, and/or pooled investment vehicles when consistent with the clients’ investment objectives. Merryfield Barnes, LLC also provides advice about any type of investment held in clients' portfolios. Merryfield Barnes, LLC also renders non-discretionary

investment management services to clients relative to variable life/annuity products that they may own, their individual employer-sponsored retirement plans, and/or 529 plans or other products that may not be held by the client’s primary custodian. In so doing, Merryfield Barnes, LLC either directs or recommends the allocation of client assets among the various investment options that are available with the product. Client assets are maintained at the specific insurance company or custodian designated by the product or client. Please note that your advisor, in consultation with you, may believe it is in your best interest, given market conditions or their outlook for a particular investment or sector, to maintain concentrated positions in securities they feel are mispriced. These can include large-, mid-, and small-cap equities as well as OTC securities. In some cases, these positions can represent more than 20% of the account, especially with smaller accounts. Your advisor will discuss this with you on a case-by-case basis, but please see Concentration Risks under Item 8. In any scenario, Merryfield Barnes, LLC tailors its advisory services to the individual needs of clients. Merryfield Barnes, LLC consults with clients initially and on an ongoing basis to determine risk tolerance, time horizon and other factors that impact the clients’ investment needs. Merryfield Barnes, LLC ensures that clients’ investments are suitable for their investment needs, goals, objectives, and risk tolerance. Clients are advised to promptly notify Merryfield Barnes, LLC if there are changes in their financial situation or investment objectives or if they wish to impose any reasonable restrictions upon Merryfield Barnes, LLC’s management services. Clients may impose reasonable restrictions or mandates on the management of their account (e.g., require that a portion of their assets be invested in socially responsible funds) if, in Merryfield Barnes, LLC sole discretion, the conditions will not materially impact the performance of a portfolio strategy or prove overly burdensome to its management efforts. Note on Retirement Assets and Rollovers: When the Firm and its financial professional provide investment advice to you regarding your retirement plan account or individual retirement account, we are fiduciaries within the meaning of Title I of the Employee Retirement Income Security Act (“ERISA”) and/or the Internal Revenue Code (“IRC”), as applicable, which are laws governing retirement accounts. The way we make money creates some conflicts with your interests, so we operate under a special rule that requires us to act in your best interest and not put our interest ahead of yours. We mitigate this conflict of interest by providing you with information, reviewing that information with you, answering your questions, and recommending only alternatives that we believe are in your best interest. We have provided you with other required disclosures, such as Form ADV Part 2A Brochure and Form CRS. These, along with your account terms and conditions and/or advisory agreement describe the specific services we will perform and/or terms and conditions of our relationship with you. This is important information so please read it carefully. Asset Under Management As of December 31, 2023, Merryfield Barnes, LLC has total assets under management (“AUM”) of $102,618,190 and Discretionary AUM of $95,923,512 and Non-Discretionary AUM of $6,694,678.