Item 5 Additional Compensation ............................................................................................................... 19 Item 6 Supervision ..................................................................................................................................... 19 Item 1 Cover Page for Brochure Supplement - Eric Giacobba .................................................................. 20 Item 2 Educational Background and Business Experience ........................................................................ 21 Item 3 Disciplinary Information ................................................................................................................ 21 Item 5 Additional Compensation ............................................................................................................... 21 Item 6 Supervision ..................................................................................................................................... 21 Item 1 Cover Page for Brochure Supplement – Ernest Giacobba .............................................................. 22 Item 2 Educational Background and Business Experience ........................................................................ 23 Item 3 Disciplinary Information ................................................................................................................ 23 Item 5 Additional Compensation ............................................................................................................... 23 Item 6 Supervision ..................................................................................................................................... 23 Item 1 Cover Page for Brochure Supplement – Leonard P. Turcotte ........................................................ 24 Item 2 Educational Background and Business Experience ........................................................................ 25 Item 3 Disciplinary Information ................................................................................................................ 25 Item 5 Additional Compensation ............................................................................................................... 25 Item 6 Supervision ..................................................................................................................................... 25 BlueLine Advisors LLC Page 4 A. Description of Advisor Firm. BlueLine Advisors LLC is a New Hampshire limited liability company founded in June of 2012. The firm is registered with the Securities and Exchange Commission (SEC). Frank Sabin is the Managing Member and principal owner of BlueLine Advisors LLC. B. Description of Advisory Services Offered Advisory Services BlueLine Advisors LLC (“BlueLine” or “Advisor”) principal service is providing fee-based investment advisory services. This includes ongoing investment allocation and portfolio management of client portfolios. The Advisor’s primary approach is to use strategic and tactical asset allocation strategies utilizing exchange traded funds (ETFs) and mutual funds. The Advisor practices custom management of portfolios, on a discretionary basis, according to the client’s objectives, circumstances, and risk tolerance. As a result, portfolio management of client portfolios can range broadly in overall asset allocation, risk exposure, and strategies utilized. The Advisor may rebalance investment allocations, on occasion, to diversify the portfolio in an effort to reduce risk and increase long term cumulative performance. In addition to ETFs and mutual funds, the Advisor may also provide advice and invest in other asset types based on specific client circumstances and objectives. These investments may include any of the following: external unaffiliated investment advisors, listed securities, over-the-counter securities, foreign securities, warrants, corporate and government debt securities, CDs, variable life insurance, variable annuities, municipal securities, options in securities or commodities, futures contracts on tangibles or intangibles, interests in private investments, partnerships investing in real estate, oil and gas interests or timber, and hedge funds, private equity funds or venture capital funds. The Advisor may recommend employing cash positions and short sales, as a possible hedge against market movement which may adversely affect the portfolio. The Advisor may recommend selling positions for reasons that include, but are not limited to, harvesting capital gains or losses, business or sector risk exposure to a specific security or class of securities, overvaluation or overweighting of the position(s) in the portfolio, change in risk tolerance of client, or any risk deemed unacceptable for the client’s risk tolerance. When we 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 and/or the Internal Revenue Code, 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. As a fiduciary, we must provide advice in the “Best Interest” of the Retirement Investor; charge “reasonable” compensation for the services provided to you; and not make misleading statements about investment transactions, compensation, and conflicts of interest. In addition to investment advisory services, BlueLine provides wealth advisory services, which includes, but is not limited to, recommendations and assistance on cash flow and liquidity, gift and estate planning, insurance and asset protection, and income tax planning. BlueLine Advisors LLC Page 5 BlueLine will provide investment advisory services and portfolio management services and will not provide securities custodial or other administrative services. At no time will BlueLine accept or maintain custody of a client’s funds or securities. Sub-Advisor Services BlueLine is available to provide direct sub-advisory services to other unaffiliated registered investment advisors. The terms of these arrangements can be structured in two ways. BlueLine will not execute an Investment Management Agreement directly with the end client as the Advisor is acting strictly as a sub-advisor within the investment program. The client’s primary registered investment advisor is responsible for reviewing client suitability, strategy selection and handling all client communications. Alternatively, unaffiliated registered investment advisors may elect to utilize BlueLine’s sub-advisory services through a Tri-Party Investment Management Agreement. In this instance, the Advisor acts as the sub-advisor and is responsible for implementing investment management services, along with other services to the client, as outlined in the client agreement. The client’s primary Advisor acts as the investment advisor, and as such is responsible for obtaining financial and suitability information from the client, discussing goals and objectives with the client, maintaining communication with the client, as well as other specified services. BlueLine may retain discretionary authority to trade the end client’s account or provide services on a non- discretionary basis. Pension Consulting Services The Advisor may offer pension consulting services to Third Party Administrator(s) for qualified retirement plan solutions to evaluate and select the funds to be included in the plan, monitor the performance of the funds and provide due diligence on the investments offered in the plan. The Advisor will be compensated for this service by a percentage of assets in the plan, and in certain circumstances a fixed fee retainer may be charged. Other Services BlueLine may also offer outsourced Chief Investment Officer services to other investment advisors and firms. These services may include providing the firm with periodic target investment allocations, market research, and occasional client interaction. The Advisor may also offer non-securities client specific research projects. BlueLine will charge a percent of assets under their management or a percentage of client management fees for these services, but depending on the scope of the relationship, may charge a fixed fee. Third Party Advisors BlueLine may recommend and refer clients to unaffiliated money managers or investment advisors through Managed Account programs sponsored by a third-party provider. In these arrangements, the client will then enter into a program and Investment Advisory Agreement with the program sponsor and sub-advisors. BlueLine will assist and advise the client in establishing investment objectives for the sub- advisors and continue to provide oversight of the client account and ongoing monitoring of the activities of the sub-advisors. The sub-advisors will develop an investment strategy to meet those objectives by identifying appropriate investments and monitoring such investments. In consideration for such services, the program sponsor will charge a program fee that includes the investment advisory fee of the sub- advisors, the administration of the program and trading, clearance and settlement costs. BlueLine’s management fee, as described in the response to Item 5A&B will be in addition to the program sponsor’s fee. BlueLine Advisors LLC Page 6 For additional information on the Advisor’s asset management fee and other fees mentioned above see Item 5A&B (below). C. Client Tailored Services and Client Imposed Restrictions BlueLine will tailor its advisory services to its client’s individual needs based on meetings and conversations with the client. If clients wish to impose certain restrictions on investing in certain securities or types of securities, the Advisor will address those restrictions with the client to have a clear understanding of the client’s requirements. D. Wrap Fee Programs BlueLine does not provide portfolio management services to wrap fee programs. E. Assets Under Management As of December 31, 2023, BlueLine provides advice on approximately $184,085,659 broken out as follows: $95,383,761 of discretionary assets under management and $88,701,898 of non-discretionary assets under management.