Founded by its managing member and principal owner, John Hamilton, the firm was registered as an investment adviser with New York State from January 2010 until January 2013. In January 2013, the firm withdrew its registration with New York State and registered with the SEC. The firm provides financial planning, retirement planning, consulting, and investment management services to its clients. Aspire Advisors believes its most important job is to help clients meet their investment objectives and financial goals. Prior to engaging Aspire Advisors to provide any of the foregoing investment advisory services, the client is required to enter into one or more written agreements with the firm setting forth the terms and conditions under which Aspire Advisors renders its services (collectively the “Agreement”). As of December 31, 2023, Aspire Advisors had $104,650,885 of assets under management, all of which are managed on a discretionary basis. As of the same date, Aspire Advisors served as a pension consultant with respect to assets having an approximate aggregate value of $776,989,998. This Disclosure Brochure describes the business of Aspire Advisors. Certain sections will also describe the activities of Supervised Persons. Supervised Persons are any of Aspire Advisors’ 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 Aspire Advisors’ behalf and is subject to the firm’s supervision or control. Retirement Plan Consulting and Advisory Services Aspire Advisors offers retirement plan consulting and advisory services to pension or other employee benefit plans. Such consulting and advisory services may include, but are not limited to: - identifying investment objectives and restrictions - providing guidance on various asset classes and investment options - monitoring investment options and making recommendations for changes - recommending and evaluating other services providers, such as recordkeepers or custodians - Employee education and communication Aspire tailors its pension consulting services to the needs and objectives of the client, and the specific services to be offered will be specifically outlined in the contract. Investment Management Services Clients can engage Aspire Advisors to manage all or a portion of their assets on a discretionary or non- discretionary basis. As detailed in Item 8, the firm generally utilizes model portfolios to allocate individual clients’ investment management assets among mutual funds and exchange-traded funds (“ETFs”), in accordance with the investment objectives of the client. Corporate pension and retirement plan clients are primarily invested in mutual funds. However, the firm also may provide advice about any type of investment held in clients' portfolios. Aspire Advisors tailors its advisory services to the individual needs of clients. The firm consults with clients initially and on an ongoing basis to determine risk tolerance, liquidity needs, time horizon and other factors that may impact the clients’ investment needs. Aspire Advisors ensures that clients’ investments are suitable for their investment needs, goals, objectives and risk tolerance. Clients are advised to promptly notify Aspire Advisors if there are changes in their financial situation or investment objectives or if they wish to impose any reasonable restrictions upon the firm’s management services.

Clients may impose reasonable restrictions or mandates on the management of their account if, in Aspire Advisors’ sole discretion, the conditions will not materially impact the performance of a portfolio strategy or prove overly burdensome to its management efforts. Our firm does not offer or sponsor a wrap fee program. IRA Rollover/Conflict of Interest Disclosure: As part of Aspire Advisors’ services, clients may be provided with recommendations on employer sponsored retirement plans or other qualified retirement accounts. A client leaving an employer typically has four options (and may engage in a combination of these options): (i) leave the money in his/her former employer’s plan, if permitted; (ii) roll over the assets to his/her new employer’s plan, if one is available and rollovers are permitted; (iii) rollover to an IRA; or (iv) cash out the account value (which could, depending on the client’s age, result in adverse tax consequences.) Aspire Advisors may recommend that the client remove assets from his/her retirement plan or other qualified account and roll over the assets into an individual retirement account (IRA) that Aspire Advisors will manage. Clients should review and consider the advantages and disadvantages of an IRA rollover from their retirement plan before making any changes. If the client chooses to roll assets into an IRA managed by Aspire Advisors, the client will be charged a management fee as detailed in Item 5. This practice presents a conflict of interest because the firm has an incentive to recommend a rollover for the purpose of generating a management fee it may not otherwise earn if funds remain in an employer plan or other qualified account. However, the client is under no obligation to follow the recommendation of Aspire Advisors. Financial Planning and Consulting Services Aspire Advisors offers clients a broad range of financial planning, retirement planning, investment strategy planning, educational planning, cash flow management, and stock option planning services to its individual clients. While each of these services is available on a stand-alone basis, certain of them may also be rendered in conjunction with investment portfolio management. In performing its services, Aspire Advisors 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. Aspire Advisors recommends the services of itself, the services of its Supervised Persons in their individual capacities as registered representatives of a broker-dealer in certain cases, and/or other professionals to implement its recommendations. Clients are advised that a conflict of interest exists if Aspire Advisors recommends its own services. The client is under no obligation to act upon any of the recommendations made by the firm under a financial planning, retirement planning or consulting engagement or to engage the services of any such recommended professional, including the firm itself and its Supervised Persons. The client retains absolute discretion over all such implementation decisions and is free to accept or reject any of Aspire Advisors’ recommendations. Clients are advised that it remains their responsibility to promptly notify the firm if there is ever any change in their financial situation or investment objectives for the purpose of reviewing, evaluating, or revising Aspire Advisors’ previous recommendations and/or services.