Avidian Advisory Description Avidian Wealth Solutions, LLC (“Avidian”) was formed on October 9, 2002, and commenced doing business in 2003 as Streettalk Advisors, LLC. The principal owners are James “Luke” Patterson, Michael Anthony Smith, Preston Snow, James Atkinson, Bradley Covey, William Morgan Stone, and Gregory Litts. Types of Advisory Services Investment Management Accounts Avidian primarily manages portfolios on a discretionary basis and makes arrangements for efficient custody safekeeping of assets and trade execution. Avidian advises its clients based on information gathered from the client. Clients are asked to complete a Client Information and Financial Planning Profile Worksheet, which asks for information regarding, but not limited to, net worth, and investment goals. According to the information obtained from the worksheet, as well as information obtained from the client during their meeting(s) with one of our advisors, the advisor will discuss and determine, with the client, an investment strategy believed to best suit the client’s needs. This service is provided to individuals, 401(k) plans, and/or their participants, as well as charitable organizations and foundations. Avidian will review, supervise, and manage the account, which consists of all assets covered by the advisory agreement with the client, and all additions to the account. In limited circumstances, Avidian may allow for non-discretion account management services. In these instances, the Advisor will give advice, recommendations and manage the account per the below, however they will call the client for approval before affecting any trades. Whether using discretion or non-discretion Avidian provides advice regarding the purchase and sale of mutual funds, stocks, bonds, certificates of deposit, money market funds, government securities and obligations, debt securities, derivative securities or contracts, alternative investments, non-traded investments, and other securities. Generally, all accounts of a client will be aggregated for the purpose of allocating to a model. Avidian offers many managed model solutions. The majority of Avidian’s clients are invested in one or more of Avidian’s managed models, exceptions may be granted to clients who would like to customize their portfolio, or clients who have joined Avidian through a new advisor transition, therefore not all clients are similarly situated. In these instances, the client will work directly with their Advisor to determine their strategy and allocation. There is no guarantee that the advisory services offered will result in clients’ goals and objectives being met. Nor is there any guarantee of profit or protection from loss. Please Note-Use of Mutual Funds / ETF’s: Most mutual funds are available directly to the public. Thus, a prospective client can obtain many of the mutual funds that may be recommended and/or utilized by Avidian independent of engaging Avidian as an investment advisor. However, if a prospective client determines to do so, he/she will not receive Avidians initial and ongoing investment advisory services. Separate Fees: All mutual funds (and exchange traded funds (“ETFs”)) impose fees at the fund level (e.g., management fees and other fund expenses). All mutual fund and ETF fees are separate from, and in addition to, Avidian’s investment advisory fee as described at Item 5 below. Avidian’s Chief Compliance Officer, Hope Edick, remains available to address any questions that a client or prospective client may have regarding the above. Sub-Advisory Arrangements Avidian may engage sub-advisers for the purpose of assisting Avidian with the management of its client accounts. Unless otherwise disclosed in this brochure or in a separate agreement with the client, the sub-adviser will have discretionary authority over the day-to-day management of the assets that are allocated to it by Avidian. The sub- adviser will continue in such capacity until the arrangement is terminated or modified by Avidian or the client. Please Note: Should Avidian or a client engage a sub-advisor the fee charged by the sub-advisor, if any, will be detailed in Schedule A of the Avidian Investment Advisory Agreement or the agreement with the sub-advisor and will be debited directly from the client account at the custodian. In addition, in certain cases, Avidian may be granted oversight on accounts in which it is not considered the investment manager and does not have discretionary authority. In these instances, Avidian may receive a portion of the advisory fee from the investment manager for review/oversight and planning assistance. Avidian Wrap Fee Program (Not available to new clients) Avidian provides investment management services on a wrap fee basis in accordance with our investment management wrap fee program (the “Program”). The services offered under, and the corresponding terms and conditions pertaining to the Program were discussed in the Wrap Fee Program Brochure, a copy of which was presented to the Program participants at the onset of their relationship. Under the Program, Avidian is able to offer participants discretionary investment management services, for a single specified annual Program fee, inclusive of trade execution, custody, reporting, and Avidian’s investment management fees. However, clients may incur additional fees as set forth below. The current annual Program fee ranges from negotiable to 1.50% (See Fee Differential disclosure below), depending upon the amount and type of the Program assets. Please Note: Participation in the Program may cost more or less than purchasing such services separately. As also indicated in the Wrap Fee Program Brochure provided to the participating client(s) at the onset of their participation, the Program fee charged by Avidian for participation in the Program may be higher or lower than those charged by other sponsors of comparable wrap fee programs. Also, Please Note: Participation in the Program is no longer available to new clients. Clients who previously participated in the Program are grandfathered in should they wish to continue under the Agreement. These clients may opt out at any time. Financial Planning and Consulting Services (Stand-Alone) To the extent specifically requested by a client, Avidian may determine to provide financial planning and/or consulting services (including investment and non-investment related matters, business planning, including estate planning, insurance planning, etc.) on a stand-alone fee basis. Fees charged are described in Item 5. Avidian gathers information from the client such as assets, liabilities, and financial goals. Avidian inputs that information into financial planning / retirement planning software. The software uses the information to project the likelihood of various investment outcomes and generate a Financial Goal Plan report. The software uses several methods of calculating results. All results are hypothetical in nature and do not reflect actual investment results. Implementation of any financial planning recommendation is entirely at the client's discretion. This service is used merely to help the client understand how much they may need to save in order to meet their retirement goals. There is no guarantee that clients will meet their retirement or investment goals even if they follow all Avidian recommendations. Please Note: Avidian does not serve as an attorney or accountant, and no portion of our services should be construed as same. Accordingly, Avidian does not prepare estate planning documents, or tax returns. To the extent requested by a client, we may recommend the services of other professionals for certain non-investment implementation purpose (i.e., attorneys, accountants, insurance), including Avidian’s representatives in their separate individual capacities as licensed insurance agents of Avidian Insurance Agency, LLC., and licensed CPAs (operating as a CPA Firm as an outside business activity). Affiliated Private Funds Avidian Wealth Solutions, LLC is the general partner and investment advisor of The Streettalk Advisors Premier Fund, LP (“Premier Fund”), a Texas limited partnership that offered investors access to a diversified, multi-strategy investment portfolio designed to provide long-term growth of capital. Avidian Wealth Solutions has exclusive and complete control of the Premier Fund’s activities including the selection, retention, and replacement of investment managers. The Streettalk Advisors Premier Fund deployed a fund of funds strategy and invested primarily in different series of Black Swan Funds. In 2015, Avidian Wealth Solutions was appointed to act as the liquidating trustee for each series of the Black Swan Funds because the manager of the Black Swan Funds was unable to fulfill his contractual obligation to the investors. The main duty of Avidian is to oversee the orderly liquidation of each of the fund’s assets and the distribution of disposition proceeds in accordance with the liquidation provisions set forth in the applicable Operating Agreements. Avidian and its Principals are not employees of Black Swan and receive no compensation or fee. Avidian Wealth Solutions, LLC also acts as the investment manager to the STA Real Estate Fund 1, LP, which is a Texas limited partnership that offers investors access to mid-size real estate investment opportunities with a focus on multi-family residential housing and senior living properties. The principals of Avidian Wealth Solutions are responsible for the selection of the investment properties. STA Real Estate Company, LLC acts as the general partner, two of the principals of Avidian Wealth Solutions, LLC (Michael Smith and Luke Patterson) are affiliated with STA Real Estate Company, LLC. Avidian clients are under absolutely no obligation to consider or make an investment in the STA Real Estate Fund 1, LP. Please Note: Interests in the Streettalk Advisors Premier Fund, LP (“Premier Fund”) and the STA Real Estate Fund 1, LP are closed to new investors. *This brochure is not a public offer of either of these investments. Unaffiliated Private Investment Funds Avidian also provides investment advice regarding unaffiliated private investment funds. Avidian may recommend that certain accredited and/or qualified clients consider an investment in unaffiliated private investment funds. Avidian’s role relative to the private investment funds shall be limited to its initial and ongoing due diligence and investment monitoring services. If a client determines to become a private fund investor, they are required to sign the sponsor subscription documents to transact the investment (thus these assets are considered non-discretion investments – as Avidian cannot purchase or sell without written approval). The amount of assets invested in the fund(s) shall be included as part of “assets under management” for purposes of Avidian calculating its investment advisory fee. In some instances, Avidian may consider a private investment opportunity for clients in which certain other Avidian clients are affiliated as a member of the general partnership and/or sponsor of the investment. This could pose a conflict of interest in that an Avidian Advisor could potentially leverage the relationship with the affiliated client sponsor to acquire more assets (thus increasing their investment advisory fee). This could be achieved by an Advisor telling the affiliated client that Avidian will recommend their investment opportunity to its clients if they add assets to their Avidian account. To mitigate this conflict Avidian uses the same due diligence process on all private investment opportunities regardless of any relationship with the sponsor/issuer and the decision to participate in any private offering is made by the Investment Committee. No Advisor has the authority to choose what private investments the firm will offer. In addition, it is important to note that there are no special compensation arrangements between any private investment issuer and Avidian or any of its Advisors. Avidian clients are under absolutely no obligation to consider or make an investment in a private investment fund(s). Please Note: Private investment funds generally involve various risk factors, including, but not limited to, the potential for complete loss of principal, liquidity constraints, and lack of transparency. A complete discussion is set forth in each fund’s offering documents, which will be provided to each client for review and consideration. Unlike liquid investments that a client may maintain, private investment funds do not provide daily liquidity or pricing. Each prospective client investor will be required to complete a Subscription Agreement, pursuant to which the client shall establish that he/she is qualified for investment in the fund and acknowledges and accepts the various risk factors

that are associated with such an investment. Please Also Note: Valuation: If an Avidian Client invests in an unaffiliated private investment fund(s), the value(s) of the investment(s) reported on the custodial statement(s) and/or Avidian generated report(s) shall reflect the most recent valuation provided by the Fund Sponsor or Issuer. Not all Fund Sponsors report valuations on a set schedule. If no valuation post-purchase is provided by the Fund Sponsor, then the valuation shall reflect the initial purchase price until a valuation may be obtained. Therefore, if no valuation update is received from the Fund Sponsor before the client’s fee is calculated, the client may pay a fee that is significantly more or less than they would have paid should the Fund Sponsor have provided a valuation update. Tailored Advisory Services When Avidian has discretion over client accounts, clients may instruct Avidian not to purchase or sell certain investments or participate in a particular sector by notifying Avidian in writing. For this reason, not all client accounts will contain the same investments even if invested in the same portfolio model. There is no significant difference between how Avidian manages wrap fee accounts and non-wrap fee accounts. However, as stated above, if a client engaged us on a wrap fee basis the client will pay a single fee for bundled services (i.e., investment advisory, brokerage, custody). The services included in a wrap fee agreement or non-wrap fee agreement will depend upon each client’s particular need. Clients who engage us on a non-wrap fee basis will pay for services on an unbundled basis, paying for each service separately (i.e., investment advisory, separate account manager fees, brokerage, custody, etc.). Insurance Network Program Avidian can provide clients with access to a platform for insurance products through DPL Financial Partners, LLC ("DPL"). All products available through this program are commission free / fee-based products. Should a client determine to purchase an insurance product through the program, DPL (the program sponsor) will receive administrative fees from the insurance carrier based on the product sold and DPL becomes the agent of record on the contract. Avidian will be acting in an advisory capacity to the same client and the client will pay advisory fees. The advisory fee will be paid according to the terms in the client’s advisory agreement (managed account fees). For more detailed information regarding fees and conflicts of interest regarding this service see disclosure in Item 5 Fees and Item 10 Other Business Activities. Direct Purchase of Fee Based Annuity Products Avidian has access to several fee-based annuity products offered directly from certain insurance carriers. Should an Avidian Wealth Advisor recommend a client purchase an annuity product through a direct purchase program, Avidian will be acting in its capacity as an investment advisor according to the advisory agreement in place. The market value of the annuity(s) is used in the calculation of the client’s management fee. For more detailed information on conflicts of interest see disclosure in Item 5 Fees and Item 10 Other Business Activities. Client Assets under Management As of December 2023, Avidian Wealth Solutions had $3.11 billion in assets under management. Other Services and Information Financial Institution Consulting Services – Avidian provides investment consulting services to certain broker/dealer’s customers (“Brokerage Customers”) who provide written consent requesting to receive the firm’s consulting services. Mutual Securities entered into a written advisory agreement with Avidian. Please see Item 5 for Fees associated with this service and Item 10 for more detail regarding these services. Non-Investment Consulting: Avidian Wealth does not hold itself out as providing consulting services other than what is described above under Consulting Services. However, to the extent requested by a client, Avidian may recommend the services of other professionals for certain non-investment implementation purposes (i.e., attorneys, accountants, insurance, etc.) including, as disclosed below, to certain Avidian Wealth personnel in their separate capacities as licensed agents (See Item 10 below). The client is under no obligation to engage in the service of any such recommended professional. The client retains absolute discretion over all such decisions and is free to accept or reject any recommendation from Avidian. *Please Note: If the client engages any such recommended professional and a dispute arises thereafter, relative to such engagement, the client agrees to seek recourse exclusively from and against the engaged professional. Avidian requires a client (aggregate account) minimum of $1,000,000 for its discretionary managed account services. Avidian, in its sole discretion, may reduce its investment advisory fee and/or reduce its minimum $1,000,000 investable assets per client requirement based upon certain criteria (i.e., anticipated future earning capacity, anticipated future additional assets, dollar amount of assets to be managed, related accounts, account composition, negotiations with clients, etc.). Retirement Rollovers: Conflict of Interest: A client or prospective client leaving an employer typically has four options regarding an existing retirement plan (and may engage in a combination of these options): (i) leave the money in the former employer’s plan, if permitted, (ii) roll over the assets to the new employer’s plan, if one is available and rollovers are permitted, (iii) roll over to an Individual Retirement Account (“IRA”), or (iv) cash out the account value (which could, depending upon the client’s age, result in adverse tax consequences). If Avidian recommends that a client roll over their retirement plan assets into an account to be managed by Avidian, such a recommendation creates a conflict of interest if Avidian will earn an advisory fee on the rolled over assets. No client is under any obligation to rollover retirement plan assets to an account managed by Avidian. Avidian’s Chief Compliance Officer, Hope Edick, remains available to address any questions that a client or prospective client may have regarding the conflict of interest presented by such rollover recommendation. Separately Managed Accounts - Independent Managers. Avidian may allocate (and/or recommend that the client allocate) a portion of a client’s investment assets among unaffiliated separately managed accounts (“SMAs”) and/or independent investment managers in accordance with the client’s designated investment objective(s). In such situations, the SMA or independent investment managers shall have day-to-day responsibility for the active discretionary management of the allocated assets. Avidian shall continue to render investment supervisory services to the client relative to the ongoing monitoring and review of account performance, asset allocation and client investment objectives. Avidian also retains discretion over the account and may hire and fire the manager. Factors which Avidian shall consider in recommending SMAs or independent investment managers include the client’s designated investment objective(s), the Manager’s management style, performance, reputation, financial strength, reporting, pricing, and research. Please Note: Should Avidian or a client engage a third-party manager the fee charged by the Manager will be detailed in Schedule A of the Avidian Investment Advisory Agreement and/or the agreement with the Manager and will be debited directly from the client account at the custodian. ERISA Plan Engagements: Avidian may also be engaged by Plan sponsors to provide discretionary and/or non-discretionary investment advisory services to ERISA retirement plans, whereby Avidian shall manage Plan assets in the amount and objective as designated by the Plan sponsor. In such engagements, Avidian will serve as an investment fiduciary as that term is defined under The Employee Retirement Income Security Act of 1974 (“ERISA”)- either as a 3(21) fiduciary for non-discretionary engagements or as a 3(38) fiduciary for discretionary engagements. In either engagement, Avidian will generally provide services on an “assets under management” fee basis per the terms and conditions of an Investment Advisory Agreement between the Plan and Avidian. Participant Directed Retirement Plans: Avidian may also provide investment advisory and consulting services to participant directed retirement plans per the terms and conditions of a Retirement Plan Consulting Agreement between Avidian and the Plan. For such engagements, Avidian shall assist the Plan sponsor to select an investment platform from which Plan participants shall make their respective investment choices, and, to the extent engaged to do so, shall provide corresponding education to assist the participants with their decision-making process. Client Retirement Plan Assets: If requested to do so, Avidian shall provide investment advisory services relative to the client’s 401(k) plan assets. In such an event, Avidian shall allocate (or recommend that the client allocate) the retirement account assets among the investment options available on the 401(k) platform. Avidian’s ability shall be limited to the allocation of the assets among the investment alternatives available through the plan Avidian will not receive any communications from the plan sponsor or custodian, and it shall remain the client’s exclusive obligation to notify Avidian of any changes in investment alternatives, restrictions, etc. pertaining to the retirement account. Fee Differentials: As indicated above with regard to Avidian’s Wrap Fee Program, Avidian shall receive an investment advisory fee based upon a percentage (%) of the market value of the assets placed under management (between negotiable and 1.50%). However, fees shall vary depending upon various objective and subjective factors, including but not limited to the representative assigned to the account, the amount of assets to be invested, the complexity of the engagement, the anticipated number of meetings and servicing needs, related accounts, future earning capacity, anticipated future additional assets, and negotiations with the client. Because we shall generally price our advisory services based upon various objective and subjective factors, similarly, situated clients could pay diverse fees, and the services to be provided by Avidian to any particular client could be available from other advisers at lower fees. Investment Risk: Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended or undertaken by Avidian) will be profitable or equal any specific performance level(s). Cybersecurity Risk: The information technology systems and networks that Avidian and its third-party service providers use to provide services employ various controls, which are designed to prevent cybersecurity incidents stemming from intentional or unintentional actions that could cause significant interruptions in Avidian’s operations and result in the unauthorized acquisition or use of clients’ confidential or non- public personal information. Clients and Avidian are nonetheless subject to the risk of cybersecurity incidents that could ultimately cause them to incur losses, including for example: financial losses, cost, and reputational damage to respond to regulatory obligations, other costs associated with corrective measures, and loss from damage or interruption to systems. While Avidian has established its systems and protocol to reduce the risk of cybersecurity incidents, there is no guarantee that these efforts will always be successful, especially considering that Avidian does not directly control the cybersecurity measures and policies employed by third-party service providers. Clients could incur similar adverse consequences resulting from cybersecurity incidents that more directly affect issuers of securities in which those clients invest, broker-dealers, qualified custodians, governmental and other regulatory authorities, exchange and other financial market operators, or other financial institutions. Client Obligations: In performing its services, Avidian is not required to verify any information received from the client or from the client’s other professionals and is authorized to rely on such information without verification. Clients remain responsible to promptly notify Avidian if there is ever any change in their financial situation or investment objectives for the purpose of reviewing/evaluating/revising Avidian’s previous recommendations and/or services.