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Disclaimers

Charles Schwab & CO., INC.

You may select Charles Schwab & Co., Inc. or another brokerage firm to custody your assets and effect transactions on your account. Since 1987, Schwab has provided independent advisors with the platform, products, programs and resources they need to serve their clients and grow their businesses efficiently and effectively. These materials have been independently produced by Spire Investment Partners. Spire Investment Partners is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (“Schwab”). Schwab is a registered broker-dealer and member SIPC®. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. Spire Investment Partners provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will affect transactions for your account on our instruction.

Fidelity Investments, LLC

Fidelity Investments is an independent company, unaffiliated with Spire Investment Partners. Fidelity Investments is a service provider to Spire Investment Partners. There is no form of legal partnership, agency affiliation or similar relationship between your financial advisor and Fidelity Investments, nor is such a relationship created or implied by the information herein. Fidelity Investments has not been involved with the preparation of the content supplied by Spire Investment Partners and does not guarantee or assume any responsibility for its content. Fidelity Investments is a registered service mark of FMR LLC. Fidelity Clearing & Custody Solutions provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Broker Services, LLC, Members NYSE, SPIC. 557789.3.0

Pershing LLC

Pershing LLC. is an independent company, unaffiliated with Spire Investment Partners. Pershing LLC. is a service provider to Spire Investment Partners. There is no form of legal partnership, agency affiliation or similar relationship between your financial advisor and Pershing LLC. Nor is such a relationship created or implied by the information herein. Pershing LLC. has not been involved with the preparation of the content supplied by Spire Investment Partners and does not guarantee or assume any responsibility for its content. Pershing LLC. is a Bank of New York Mellon Company.

TD Ameritrade Institutional

TD Ameritrade, Inc. is one of the firms that we use to custody our client assets. TD Ameritrade, Spire Investment Partners, and the other entities named are separate and unaffiliated firms, and are not responsible for each other’s services or policies. TD Ameritrade does not endorse or recommend any advisor and the use of the TD Ameritrade logo does not represent the endorsement or recommendation of any advisor. Brokerage services provided by TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and the Toronto-Dominion Bank. Used with permission.