Advisory Business Harvest Investment Advisors has managed client accounts using a variety of equity and fixed income securities since 2004. Each client account is held in client’s name at an independent custodian (see Item 15. Custody) and is managed separately. Because of the specificity of client circumstances, portfolios developed for clients range across the spectrum of asset classes— from entirely in equities to entirely in fixed income instruments. Individual stocks and equity Exchange Traded Funds (ETFs) serve as the primary vehicles for growth of assets, and are typically incorporated in longer-term portfolios with higher return objectives and higher risk tolerances. Fixed income instruments are used primarily for preservation of capital and creation of income, and are generally included in shorter-term portfolios with lower return needs and lower risk tolerances. The firm does not limit its advice to any specific type of investment. The firm is owned predominantly by one principal owner, who is an individual. This owner is: --M. David Roberts, CFA, Managing Principal, CRD#4554816 The firm specializes in the construction and management of large-cap value equity portfolios, which consist of stocks which Harvest believes are priced at less than their intrinsic value and offer an above-average dividend yield. Selecting only stocks with above-average dividends is the foundation of the firm’s large-cap value strategy. Equity holdings outside of the firm’s large-cap value strategy are limited to ETFs whose objective is to match the returns

of an underlying equity index other than large-cap value. Fixed income investments, where needed, are typically made in individual corporate, municipal, and agency bonds, foreign sovereign bonds, U.S. Treasury, or certificates of deposit. Fixed income investments are selected based on their credit rating, yield to maturity, and “fit” within a client’s overall investment objective. ADV PART 2, PAGE 5 HARVEST INVESTMENT ADVISORS, LLC Advisory Business Harvest’s advisors meet with each client individually in order to determine return expectations, risk tolerances, and investment constraints including time horizon, income and liquidity needs, and tax considerations. Once all needs and goals are determined, the firm’s principals develop an appropriate and unique investment strategy for each client. Clients may impose restrictions on the selection of certain securities, certain types of securities, or investment strategies employed (see Item 16. Investment Discretion). The firm does not sponsor or act as a portfolio manager to a wrap program. As of December 31, 2023, Harvest Investment Advisors managed the following client assets: Discretionary $ 139,530,200 Non-discretionary $ 3,432,700 TOTAL $ 142,962,900 ADV PART 2, PAGE 6 HARVEST INVESTMENT ADVISORS, LLC