Total Clarity Disclosure Documents: Form CRS - March 2024 ADV Part 2A - March 2024 Wrap Fee Brochure - March 2024 PreActive Brochure - April 2023 Privacy Policy - March 2024 Business Continuity Summary - March 2024 Investment Advisory Representative ADV 2B: Castronovo, Tom Chadwick, David Croessmann, Vanessa Fields, Brent Fountain, Matt Furlong, Donald Glick, Douglas Hogaboom, David Kaar, Brendan Krahl, Brendan Long, Jack Murphy, Terry Panek-Rickerson, Kathleen Piton, Robert Piton, Nicole Tenney-Gatto, Kristina Vivian, Christopher Walschot, Michael Wilson, Maria Woodrich, Anne Marie