Lewis Financial Management LLC

ITEM 5 - FEES AND COMPENSATION (Continued)
       DIRECT INVESTMENTS:

       For Direct Investments such as Private Placements, Doug receives securities commissions as
       registered representative of the Strategic Financial Alliance, Inc. The commissions may be up to
       7% of your initial investment. These investments are designed as long-term investments with
       expected holding periods of 3 to 7 years. There are no subsequent commissions. Direct
       Investments recommended by Doug may offer a variety of share classes which represent the
       same investments, including some that pay a reduced commission or do not pay commissions to
       Doug. These share classes are less expensive for investors and may have higher returns.
       However, investors may end up paying a higher management fee.

ITEM 7 - TYPES OF CLIENTS
       Description

       Lewis Financial Management, LLC provides Comprehensive Financial Planning advice to
       individuals, couples, widows, retirees, and small business owners. When a business owner has
       a retirement plan, such as a pension or profit-sharing plan, we may also include that plan. In the
       event there is the need for a Charitable Trust, we will give advice about the Trust.
       Account Minimums

       Comprehensive Financial Planning: Minimum $2,000,000. Lewis Financial Management may
       lower this minimum in certain instances. For Comprehensive Financial Planning contracts
       executed after March 27, 2023, the minimum quarterly fee will be $1,675.

Lewis Financial Management, LLC