Advantage Retirement Group

Advantage Wealth Partners Form ADV Part 2A – Disclosure Brochure Effective: March 11, 2026 This Form ADV Part 2A (“Disclosure Brochure”) provides information about the qualifications and business practices of Tounjian Advisory Partners LLC d/b/a Advantage Wealth Partners (“AWP” or the “Advisor”). If you have any questions about the content of this Disclosure Brochure, please contact the Advisor at 239-561-1155 or by email at compliance@savingtheinvestor.com. AWP is a registered investment advisor with the U.S. Securities and Exchange Commission. The information in this Disclosure Brochure has not been approved or verified by the U.S. Securities and Exchange Commission (“SEC”) or by any state securities authority. Registration of an investment advisor does not imply any specific level of skill or training. This Disclosure Brochure provides information about AWP to assist you in determining whether to retain the Advisor. Additional information about AWP and its Advisory Persons is available on the SEC’s website at www.adviserinfo.sec.gov by searching with the Advisor’s firm name or CRD# 329635. Advantage Wealth Partners 8870 Daniels Parkway, Fort Myers, FL 33912 Phone: 239-561-1155 * Fax: 239-288-6206 https://advantagewealthpartners.com/  Item 2 – Material Changes Form ADV 2 is divided into two parts: Part 2A (the "Disclosure Brochure") and Part 2B (the "Brochure Supplement"). The Disclosure Brochure provides information about a variety of topics relating to an Advisor’s business practices and conflicts of interest. The Brochure Supplement provides information about the Advisory Persons of AWP. For convenience, the Advisor has combined these documents into a single disclosure document. AWP believes that communication and transparency are the foundation of its relationship with clients and will continually strive to provide you with complete and accurate information at all times. AWP encourages all current and prospective clients to read this Disclosure Brochure and discuss any questions you may have with the Advisor. Material Changes The following material changes have been made to this disclosure brochure since its last annual amendment filing on March 5, 2025: • The Advisor has changed its primary business name to Advantage Wealth Partners. • Effective March 1, 2026, Dustin Meza is the Chief Compliance Officer of Advantage Wealth Partners. Future Changes From time to time, the Advisor may amend this Disclosure Brochure to reflect changes in business practices, changes in regulations or routine annual updates as required by the securities regulators. This complete Disclosure Brochure or a Summary of Material Changes shall be provided to you annually and if a material change occurs. At any time, you may view the current Disclosure Brochure on-line at the SEC’s Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov by searching with the Advisor’s firm name or CRD# 329635. You may also request a copy of this Disclosure Brochure at any time by contacting the Advisor at 239-561-1155 or by email at compliance@savingtheinvestor.com. 2 Advantage Wealth Partners 8870 Daniels Parkway, Fort Myers, FL 33912 Phone: 239-561-1155 * Fax: 239-288-6206 https://advantagewealthpartners.com/  Item 3 – Table of Contents Item 1 – Cover Page Item 2 – Material Changes Item 3 – Table of Contents Item 4 – Advisory Services A. Firm Information B. Advisory Services Offered C. Client Account Management D. Wrap Fee Programs E. Assets Under Management Item 5 – Fees and Compensation A. Fees for Advisory Services B. Fee Billing C. Other Fees and Expenses D. Advance Payment of Fees and Termination E. Compensation for Sales of Securities Item 6 – Performance-Based Fees and Side-By-Side Management Item 7 – Types of Clients Item 8 – Methods of Analysis, Investment Strategies and Risk of Loss A. Methods of Analysis B. Risk of Loss Item 9 – Disciplinary Information Item 10 – Other Financial Industry Activities and Affiliations Item 11 – Code of Ethics, Participation or Interest in Client Transactions and Personal Trading A. Code of Ethics B. Personal Trading with Material Interest C. Personal Trading in Same Securities as Clients D. Personal Trading at Same Time as Client Item 12 – Brokerage Practices A. Recommendation of Custodian[s] Item 13 – Review of Accounts A. Frequency of Reviews B. Causes for Reviews C. Review Reports Item 14 – Client Referrals and Other Compensation A. Compensation Received by AWP B. Compensation for Client Referrals Item 15 – Custody Item 16 – Investment Discretion Item 17 – Voting Client Securities Item 18 – Financial Information ADV2B Brochure Supplements Privacy Policy 1 2 2 4 4 4 5 5 6 6 6 6 6 7 7 7 7 7 7 8 10 10 11 11 11 11 11 11 11 12 12 13 13 13 13 14 14 15 15 15 22 35 3 Advantage Wealth Partners 8870 Daniels Parkway, Fort Myers, FL 33912 Phone: 239-561-1155 * Fax: 239-288-6206 https://advantagewealthpartners.com/  Item 4 – Advisory Services A. Firm Information Tounjian Advisory Partners LLC d/b/a Advantage Wealth Partners (“AWP” or the “Advisor”) is a registered investment advisor with the U.S. Securities and Exchange Commission (“SEC”). The Advisor is organized as a Limited Liability Corporation under the laws of the State of Delaware. AWP was founded in October 2023 and is owned and operated by Alfred M. Tounjian. This Disclosure Brochure provides information regarding the qualifications, business practices, and the advisory services provided by AWP. B. Advisory Services Offered AWP offers wealth management services to individuals, high net worth individuals, trusts, estates, businesses, and retirement plans (each referred to as a “Client”). The Advisor serves as a fiduciary to Clients, as defined under the applicable laws and regulations. As a fiduciary, the Advisor upholds a duty of loyalty, fairness and good faith towards each Client and seeks to mitigate potential conflicts of interest. AWP's fiduciary commitment is further described in the Advisor’s Code of Ethics. For more information regarding the Code of Ethics, please see Item 11 – Code of Ethics, Participation or Interest in Client Transactions and Personal Trading. Wealth Management Services AWP offers wealth management services which include investment management, financial planning and/or other advisory services to individuals, high net worth individuals, trusts, estates, and businesses (each referred to as a “Client”). The Advisor serves as a fiduciary to Clients, as defined under the applicable laws and regulations. As a fiduciary, the Advisor upholds a duty of loyalty, fairness and good faith towards each Client and seeks to mitigate potential conflicts of interest. AWP '’s fiduciary commitment is further described in the Advisor’s Code of Ethics. For more information regarding the Code of Ethics, please see Item 11 – Code of Ethics, Participation or Interest in Client Transactions and Personal Trading. AWP provides customized investment advisory solutions for its Clients. This is achieved through continuous personal Client contact and interaction while providing discretionary investment management and related advisory services. AWP works closely with each Client to identify their investment goals and objectives as well as risk tolerance and financial situation in order to create a portfolio strategy. AWP will then construct an investment portfolio, while utilizing third-party money managers, consisting primarily of exchange-traded funds (“ETFs”) and mutual funds. The Advisor may also utilize, individual stocks, individual bonds, limited partnerships, and/or other types in investments, as appropriate, to meet the needs of the Client. The Advisor may retain other types of investments from the Client’s legacy portfolio due to fit with the overall portfolio strategy, tax-related reasons, or other reasons as identified between the Advisor and the Client. AWP ’s investment strategies are primarily long-term focused, but the Advisor may buy, sell or re-allocate positions that have been held for less than one year to meet the objectives of the Client or due to market conditions. AWP will construct, implement and monitor the portfolio to ensure it meets the goals, objectives, circumstances, and risk tolerance agreed to by the Client. Each Client will have the opportunity to place reasonable restrictions on the types of investments to be held in their respective portfolio, subject to acceptance by the Advisor. AWP evaluates and selects investments for inclusion in Client portfolios only after applying its internal due diligence process. AWP may recommend, on occasion, redistributing investment allocations to diversify the portfolio. AWP may recommend specific positions to increase sector or asset class weightings. The Advisor may recommend employing cash positions as a possible hedge against market movement. AWP may recommend selling positions for reasons that include, but are not limited to, harvesting capital gains or losses, business or sector risk exposure to a specific security or class of securities, overvaluation or overweighting of the position[s] in the portfolio, change in risk tolerance of the Client, generating cash to meet Client needs, or any risk deemed unacceptable for the Client’s risk tolerance. 4 Advantage Wealth Partners 8870 Daniels Parkway, Fort Myers, FL 33912 Phone: 239-561-1155 * Fax: 239-288-6206 https://advantagewealthpartners.com/  At no time will AWP accept or maintain custody of a Client’s funds or securities, except for the limited authority as outlined in Item 15 – Custody. All Client assets will be managed within the designated account[s] at the Custodian, pursuant to the terms of the advisory agreement. Please see Item 12 – Brokerage Practices. AE Wealth Management: Turnkey Asset Management - To help with investment, administrative and operational functions, the Advisor has formed arrangements with AE Wealth Management, LLC (“AEWM”), a registered investment advisor that provides a “turnkey asset management platform” (herein “Independent Manager”). AE Wealth Management, LLC provides sub-advisor, back-office and operational services to assist the Advisor with the management of Client accounts. The Advisor recommends to the Client to use of AE Wealth Management, LLC to help manage all or a portion of the assets of Account[s], based on the Client’s needs and objectives, pursuant to an advisory agreement. AE Wealth Management, LLC provide AWP with investment management and “back-office” (i.e. administrative and operational services) functions that include but are not limited to technology platforms to support data reconciliation, performance reporting, fee calculation and billing, research, client database maintenance, quarterly performance evaluations, models, trading platforms, and other functions related to the administrative tasks of managing client accounts. The Client will be provided with the Independent Manager's Form ADV Part 2A - Disclosure Brochure (or a brochure that makes the appropriate disclosures). The qualified custodian maintain physical custody of all funds and securities of the account, and you retain all rights of ownership (e.g., right to withdraw securities or cash, exercise or delegate proxy voting and receive transaction confirmations) of the account. See Item 12 – Brokerage Practices and Item 15 – Custody for more information. Retirement Accounts – When the Advisor provides investment advice to Clients regarding ERISA retirement accounts or individual retirement accounts (“IRAs”), the Advisor is a fiduciary within the meaning of Title I of the Employee Retirement Income Security Act (“ERISA”) and/or the Internal Revenue Code (“IRC”), as applicable, which are laws governing retirement accounts. When deemed to be in the Client’s best interest, the Advisor will provide investment advice to a Client regarding a distribution from an ERISA retirement account or to roll over the assets to an IRA, or recommend a similar transaction including rollovers from one ERISA sponsored Plan to another, one IRA to another IRA, or from one type of account to another account (e.g. commission-based account to fee-based account). Such a recommendation creates a conflict of interest if the Advisor will earn a new (or increase its current) advisory fee as a result of the transaction. No client is under any obligation to roll over a retirement account to an account managed by the Advisor. Goldman Sachs Private Bank Select - The Advisor may introduce certain Clients to Goldman Sachs Private Bank Select, a non-purpose loan program made available through Goldman Sachs Bank USA (“Lending Program”). In such instances, the Client’s assets in their account[s] at the Custodian will be utilized as collateral for a non- purpose loan. The recommendation of a Lending Program presents a conflict of interest as the Advisor will continue to receive investment advisory fees for managing the collateralized assets in the Client’s account[s]. Clients are not obligated to engage the Advisor for the Lending Program. For additional information related to the risks involved non-purpose loans and lines of credit, please see Item 8 - Methods of Analysis, Investment Strategies and Risk of Loss. C. Client Account Management Prior to engaging AWP to provide wealth management services, each Client is required to enter into an agreement with the Advisor that define the terms, conditions, authority and responsibilities of the Advisor and the Client. These services may include: ● Establishing an Investment Strategy – AWP, in connection with the Client, will develop a strategy that seeks to achieve the Client’s goals and objectives. ● Asset Allocation – AWP will develop a strategic asset allocation that is targeted to meet the investment objectives, time horizon, financial situation and tolerance for risk for each Client. 5 Advantage Wealth Partners 8870 Daniels Parkway, Fort Myers, FL 33912 Phone: 239-561-1155 * Fax: 239-288-6206 https://advantagewealthpartners.com/  ● Portfolio Construction – AWP will develop a portfolio for the Client that is intended to meet the stated goals and objectives of the Client. ● Investment Management and Supervision – AWP will provide investment management and ongoing oversight of the Client’s investment portfolio. D. Wrap Fee Programs AWP includes securities transaction, custody fees, administrative fees, wire fees and Independent Manager fees (“Covered Costs”) together with its wealth management fees. Including these fees into a single asset-based fee is considered a “Wrap Fee Program”. The Advisor customizes its investment management services for its Clients. The Advisor sponsors the Tounjian Advisory Partners LLC Wrap Fee Program solely as a supplemental disclosure regarding the combination of fees. Depending on the level of trading required for the Client’s account[s] in a particular year, the Client may pay more or less in total fees than if the Client paid its own Covered Costs. Please see Appendix 1 – Wrap Fee Program Brochure, which is included as a supplement to this Disclosure Brochure. E. Assets Under Management As of December 31, 2025 the Advisor manages $675,467,357 in Client assets, all of which are managed on a discretionary basis. Clients may request more current information at any time by contacting the Advisor. Item 5 – Fees and Compensation The following paragraphs detail the fee structure and compensation methodology for services provided by the Advisor. Each Client engaging the Advisor for services described herein shall be required to enter into a written agreement with the Advisor. A. Fees for Advisory Services Wealth Management Services Wealth management fees are paid monthly, at the end of each month pursuant to the terms of the investment advisory agreement. Wealth management fees are based on the market value of the average daily balance at the end of the month. AWP’s wealth management fees are inclusive of AEWM fees for services described above and, if applicable, any third-party money manager utilized. Fees range from 0.60% to 1.40% annually based on several factors, including: the scope and complexity of the services to be provided; the level of assets to be managed; and the overall relationship with the Advisor. Relationships with multiple objectives, specific reporting requirements, portfolio restrictions and other complexities may be charged a higher fee. The wealth management fee in the first month of service is prorated from the inception date of the account[s] to the end of the first month. Fees may be negotiable at the sole discretion of the Advisor. The Client’s fees will take into consideration the aggregate assets under management with the Advisor. All securities held in accounts managed by AWP will be independently valued by the Custodian. The Advisor will conduct periodic reviews of the Custodian’s valuation to ensure accurate billing. The Advisor’s fee is exclusive of costs and expenses described in Item 5.C below, which may be incurred by the Client. However, the Advisor shall not receive any portion of these commissions, fees, and costs. B. Fee Billing Wealth Management Services Wealth management fees are calculated by the Advisor or its delegate and deducted from the Client’s account[s] at the Custodian. The Advisor shall send an invoice to the Custodian indicating the amount of the fees to be deducted from the Client’s account[s] at the end of the month. The amount due is calculated by applying average daily balance throughout the month. Clients will be provided with a statement, at least quarterly, from the Custodian reflecting deduction of the investment advisory fee. Clients are urged to also review and compare the statement provided by the Advisor to the brokerage statement from the Custodian, as the Custodian does not perform a verification of fees. Clients provide written authorization permitting advisory fees to be deducted by AWP to be paid 6 Advantage Wealth Partners 8870 Daniels Parkway, Fort Myers, FL 33912 Phone: 239-561-1155 * Fax: 239-288-6206 https://advantagewealthpartners.com/  directly from their account[s] held by the Custodian as part of the investment advisory agreement and separate account forms provided by the Custodian. C. Other Fees and Expenses Clients may incur certain fees or charges imposed by third parties in connection with investments made on behalf of the Client’s account[s]. Advantage Wealth Partners includes Covered Costs as part of its overall investment advisory fee through the Advantage Wealth Partners Wrap Fee Program. Securities transaction fees for Client- directed trades may be charged back to the Client. Please see Item 4.D. above as well as Appendix 1 – Wrap Fee Program Brochure. In addition, all fees paid to AWP for wealth management services are separate and distinct from the expenses charged by mutual funds and ETFs to their shareholders, if applicable. These fees and expenses are described in each fund’s prospectus. These fees and expenses will generally be used to pay management fees for the funds, other fund expenses, account administration (e.g., custody, brokerage and account reporting), and a possible distribution fee. A Client may be able to invest in these products directly, without the services of AWP, but would not receive the services provided by AWP which are designed, among other things, to assist the Client in determining which products or services are most appropriate for each Client’s financial situation and objectives. Accordingly, the Client should review both the fees charged by the fund[s] and the fees charged by AWP to fully understand the total fees to be paid. Please refer to Item 12 – Brokerage Practices for additional information. D. Advance Payment of Fees and Termination Wealth Management Services AWP may be compensated for its investment management services in arrears in which services are rendered. Either party may terminate the investment advisory agreement, at any time, by providing advance written notice to the other party. The Client may also terminate the investment advisory agreement within five (5) business days of signing the Advisor’s agreement at no cost to the Client. After the five-day period, the Client will incur charges for bona fide advisory services rendered to the point of termination and such fees will be due and payable by the Client. The Client’s investment advisory agreement with the Advisor is non-transferable without the Client’s prior consent. E. Compensation for Sales of Securities AWP does not buy or sell securities to earn commissions and does not receive any compensation for securities transactions in any Client account, other than the wealth management fees noted above. Insurance Agency Affiliations Certain Advisory Persons are also licensed as independent insurance professionals. As an independent insurance professional, an Advisory Person may earn commission-based compensation for selling insurance products, including insurance products offered to Clients. Insurance commissions earned by the Advisory Person are separate and in addition to wealth management fees. This practice presents a conflict of interest as the Advisory Person who is also an insurance professional will have an incentive to recommend insurance products to the Client for the purpose of generating commissions rather than solely based on the Client’s needs. Clients are under no obligation, contractually or otherwise, to purchase insurance products through any Advisory Person affiliated with the Advisor. Please see Item 10 below. Item 6 – Performance-Based Fees and Side-By-Side Management AWP does not charge performance-based fees for its wealth management services. The fees charged by AWP are as described in Item 5 above and are not based upon the capital appreciation of the funds or securities held by any Client. AWP does not manage any proprietary investment funds or limited partnerships (for example, a mutual fund or a hedge fund) and has no financial incentive to recommend any particular investment options to its Clients. 7 Advantage Wealth Partners 8870 Daniels Parkway, Fort Myers, FL 33912 Phone: 239-561-1155 * Fax: 239-288-6206 https://advantagewealthpartners.com/  Item 7 – Types of Clients AWP offers wealth management services to individuals, high net worth individuals, trusts, estates, and businesses. AWP generally does not impose a minimum relationship size, but AEWM requires a minimum of $10,000 to open and maintain a portfolio management account. Please refer to the disclosure brochure of the Independent Manager for further information in reference to minimum account size. Item 8 – Methods of Analysis, Investment Strategies and Risk of Loss A. Methods of Analysis AWP primarily employs a fundamental, technical, cyclical, and charting analysis methods in developing investment strategies for its Clients. Research and analysis from AWP are derived from numerous sources, including financial media companies, third-party research materials, Internet sources, and review of company activities, including annual reports, prospectuses, press releases and research prepared by others. Fundamental analysis utilizes economic and business indicators as investment selection criteria. This criteria consists generally of ratios and trends that may indicate the overall strength and financial viability of the entity being analyzed. Assets are deemed suitable if they meet certain criteria to indicate that they are a strong investment with a value discounted by the market. While this type of analysis helps the Advisor in evaluating a potential investment, it does not guarantee that the investment will increase in value. Assets meeting the investment criteria utilized in the fundamental analysis may lose value and may have negative investment performance. The Advisor monitors these economic indicators to determine if adjustments to strategic allocations are appropriate. More details on the Advisor’s review process are included below in Item 13 – Review of Accounts. Technical analysis involves the analysis of past market data rather than specific company data in determining the recommendations made to clients. Technical analysis may involve the use of charts to identify market patterns and trends, which may be based on investor sentiment rather than the fundamentals of the company. The primary risk in using technical analysis is that spotting historical trends may not help to predict such trends in the future. Even if the trend will eventually reoccur, there is no guarantee that AWP will be able to accurately predict such a reoccurrence. As noted above, AWP generally employs a long-term investment strategy for its Clients, as consistent with their financial goals. AWP will typically hold all or a portion of a security for more than a year, but may hold for shorter periods for the purpose of rebalancing a portfolio or meeting the cash needs of Clients. At times, AWP may also buy and sell positions that are more short-term in nature, depending on the goals of the Client and/or the fundamentals of the security, sector or asset class. We may employ the following investment strategies when managing client assets and/or providing investment advice: Value investing A value investing strategy selects stocks that trade for less than their intrinsic values. Value investors typically seek stocks of companies that they believe the market has undervalued. They believe the market overreacts to good and bad news, resulting in stock price movements that do not correspond with the company's long-term fundamentals. The result is an opportunity for value investors to profit by buying when the price is deflated. Often, value investors select stocks with lower-than-average price-to-book or price-to-earnings ratios and/or high dividend yields. The risks associated with value-investing include incorrectly analyzing and overestimating the intrinsic value of a business, concentration risk, under performance relative to major benchmarks, macro-economic risks, investing in value traps i.e. businesses that remain perpetually undervalued, and lost purchasing power on cash holdings in the case of inflation. Strategic Asset Allocation A strategic asset allocation strategy calls for setting target allocations and then periodically rebalancing the portfolio back to those targets as investment returns skew the original asset allocation percentages. The concept is akin to a 8 Advantage Wealth Partners 8870 Daniels Parkway, Fort Myers, FL 33912 Phone: 239-561-1155 * Fax: 239-288-6206 https://advantagewealthpartners.com/  “buy and hold” strategy, rather than an active trading approach. Of course, the strategic asset allocation targets may change over time as the client’s goals and needs change and as the time horizon for major events such as retirement and college funding grow shorter. B. Risk of Loss Investing in securities involves certain investment risks. Securities may fluctuate in value or lose value. Clients should be prepared to bear the potential risk of loss. AWP will assist Clients in determining an appropriate strategy based on their tolerance for risk and other factors noted above. However, there is no guarantee that a Client will meet their investment goals. Please see Item 8.B. for risks associated with the Advisor’s investment strategies as well as general risks of investing. While the methods of analysis help the Advisor in evaluating a potential investment, it does not guarantee that the investment will increase in value. Assets meeting the investment criteria utilized in these methods of analysis may lose value and may have negative investment performance. The Advisor monitors these economic indicators to determine if adjustments to strategic allocations are appropriate. More details on the Advisor’s review process are included below in Item 13 – Review of Accounts. Each Client engagement will entail a review of the Client's investment goals, financial situation, time horizon, tolerance for risk and other factors to develop an appropriate strategy for managing a Client's account. Client participation in this process, including full and accurate disclosure of requested information, is essential for the analysis of a Client's account[s]. The Advisor shall rely on the financial and other information provided by the Client or their designees without the duty or obligation to validate the accuracy and completeness of the provided information. It is the responsibility of the Client to inform the Advisor of any changes in financial condition, goals or other factors that may affect this analysis. The risks associated with a particular strategy are provided to each Client in advance of investing Client accounts. The Advisor will work with each Client to determine their tolerance for risk as part of the portfolio construction process. Following are some of the risks associated with the Advisor’s investment strategies: Market Risks The value of a Client’s holdings may fluctuate in response to events specific to companies or markets, as well as economic, political, or social events in the U.S. and abroad. This risk is linked to the performance of the overall financial markets. ETF Risks The performance of ETFs is subject to market risk, including the possible loss of principal. The price of the ETFs will fluctuate with the price of the underlying securities that make up the funds. In addition, ETFs have a trading risk based on the loss of cost efficiency if the ETFs are traded actively and a liquidity risk if the ETFs has a large bid- ask spread and low trading volume. The price of an ETF fluctuates based upon the market movements and may dissociate from the index being tracked by the ETF or the price of the underlying investments. An ETF purchased or sold at one point in the day may have a different price than the same ETF purchased or sold a short time later. Bond Risks Bonds are subject to specific risks, including the following: (1) interest rate risks, i.e. the risk that bond prices will fall if interest rates rise, and vice versa, the risk depends on two things, the bond's time to maturity, and the coupon rate of the bond. (2) reinvestment risk, i.e. the risk that any profit gained must be reinvested at a lower rate than was previously being earned, (3) inflation risk, i.e. the risk that the cost of living and inflation increase at a rate that exceeds the income investment thereby decreasing the investor’s rate of return, (4) credit default risk, i.e. the risk associated with purchasing a debt instrument which includes the possibility of the company defaulting on its repayment obligation, (5) rating downgrades, i.e. the risk associated with a rating agency’s downgrade of the company’s rating which impacts the investor’s confidence in the company’s ability to repay its debt and (6) Liquidity Risks, i.e. the risk that a bond may not be sold as quickly as there is no readily available market for the bond. 9 Advantage Wealth Partners 8870 Daniels Parkway, Fort Myers, FL 33912 Phone: 239-561-1155 * Fax: 239-288-6206 https://advantagewealthpartners.com/  Mutual Fund Risks The performance of mutual funds is subject to market risk, including the possible loss of principal. The price of the mutual funds will fluctuate with the value of the underlying securities that make up the funds. The price of a mutual fund is typically set daily therefore a mutual fund purchased at one point in the day will typically have the same price as a mutual fund purchased later that same day. Options Contracts Investments in options contracts have the risk of losing value in a relatively short period of time. Option contracts are leveraged instruments that allow the holder of a single contract to control many shares of an underlying stock. This leverage can compound gains or losses. Alternative Investments (Limited Partnerships) The performance of alternative investments (limited partnerships) can be volatile and may have limited liquidity. An investor could lose all or a portion of their investment. Such investments often have concentrated positions and investments that may carry higher risks. Client should only have a portion of their assets in these investments. Concentrated Portfolios Concentrated portfolios are an aggressive and highly volatile approach to trading and investing and should be viewed as complementary to a stable, highly predictable investment approach. Concentrated portfolios hold fewer different stocks than a diversified portfolio and are much more likely to experience sudden dramatic price swings. In addition, the rise or drop in price of any given holding in the portfolio is likely to have a larger impact on portfolio performance, than a more broadly diversified portfolio. Structured Notes A purchaser should evaluate and understand all of the risks and costs of an investment in Structured Notes (SNs) prior to making any investment decision. A purchase of an SN entails other risks not associated with an investment in conventional bank deposits. A purchaser may not have a right to withdraw his/her investment prior to maturity or could incur substantial penalties for an early withdrawal, if permitted. A purchaser should carefully read the disclosure statement and any other disclosure documents for a SN before investing. An investment in SNs is not FDIC insured and is subject to credit risk. The actual or perceived creditworthiness of the note issuer may affect the market value of SNs. SNs will not be listed on any securities exchange. Even if there is a secondary market, it may not provide enough liquidity to allow purchasers to trade or sell SNs. As a holder of SNs, purchasers will not have voting rights or rights to receive cash dividends or other distributions or other rights in the underlying assets or components of the underlying assets. Certain built-in costs are likely to adversely affect the value of SNs prior to maturity. The price, if any, at which the notes can be purchased in secondary market transactions, if at all, will likely be lower than the original issue price and any sale prior to the maturity date could result in a substantial loss. SNs are not designed to be short-term trading instruments. Purchasers should be willing to hold any notes to maturity. The tax consequences of SNs may be uncertain. Purchasers should consult their tax adviser regarding the U.S. federal income tax consequences of an investment in SNs. If a SN is callable at the option of the issuer and the SN is called, the holder will receive only the applicable redemption amount and will not receive any coupon payments that would have been payable for the remainder of the term of the SN. SNs are Not FDIC Insured, May Lose Principal Value and are Not Bank Guaranteed. Non-Purpose Loans and Lines of Credit Non-purpose loans and lines of credit carry a number of risks, including but not limited to the risk of a market downturn, tax implications if collateralized securities are liquidated, and an increase in interest rates. A decline in the market value of collateralized securities held in the account[s] at the Custodian, may result in a reduction in the draw amount of the Client’s line of credit, a demand from the Lending Program that the Client deposit additional funds or securities in the Client’s collateral account[s], or a forced sale of securities in the Client’s collateral account[s]. Past performance is not a guarantee of future returns. Investing in securities and other investments involve a risk of loss that each Client should understand and be willing to bear. Clients are reminded to discuss 10 Advantage Wealth Partners 8870 Daniels Parkway, Fort Myers, FL 33912 Phone: 239-561-1155 * Fax: 239-288-6206 https://advantagewealthpartners.com/  these risks with the Advisor. Item 9 – Disciplinary Information There are no legal, regulatory or disciplinary events involving AWP or its owner. AWP values the trust Clients place in the Advisor. The Advisor encourages Clients to perform the requisite due diligence on any advisor or service provider that the Client engages. The backgrounds of the Advisor or Advisory Persons are available on the Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov by searching with the Advisor’s firm name or CRD# 329635. Item 10 – Other Financial Industry Activities and Affiliations Insurance Agency Affiliations National Benefit Corp Legacy., d/b/a Advantage Retirement Group, has been a licensed insurance entity in the State of Florida and Maryland since 2024. The corporation is owned by Alfred M. Tounjian, who is also the President of the firm. Persons providing investment advice on behalf of our firm are licensed as independent insurance agents with AWP, an insurance agency and an affiliate entity. These persons will earn commission- based compensation for selling insurance products, including insurance products they sell to you. Insurance commissions earned by these persons are separate and in addition to our advisory fees. This practice presents a conflict of interest because persons providing investment advice on behalf of our firm who are insurance agents have an incentive to recommend insurance products to you for the purpose of generating commissions rather than solely based on your needs. However, you are under no obligation, contractually or otherwise, to purchase insurance products through any person affiliated with the Advisor. AE Wealth Management, LLC AWP may recommend that Client assets are managed by AE Wealth Management, LLC (herein "AEWM"), an Independent Manager, where affiliated entities of AEWM have ownership interest in the Advisor. As a result, any investment recommendation to the Independent Manager will result in AEWM to directly or indirectly benefit financially from additional investments made through AEWM and from returns generated by AEWM. Further, benefits and services of the Advisor is facilitated through AEWM, creating a potential incentive to invest Client assets through AEWM. AWP will conduct appropriate due diligence to ensure any recommendation to a Client to invest through AEWM aligns with the Client's investment needs and objectives. Neither AWP nor its IARs will receive any additional compensation for investing Client funds through AEWM. Lastly, there is no requirement for AWP to recommend AEWM to Clients, nor are Clients obligated to invest through AEWM. Item 11 – Code of Ethics, Participation or Interest in Client Transactions and Personal Trading A. Code of Ethics AWP has implemented a Code of Ethics (the “Code”) that defines the Advisor’s fiduciary commitment to each Client. This Code applies to all persons associated with AWP (“Supervised Persons”). The Code was developed to provide general ethical guidelines and specific instructions regarding the Advisor’s duties to each Client. AWP and its Supervised Persons owe a duty of loyalty, fairness and good faith towards each Client. It is the obligation of AWP’s Supervised Persons to adhere not only to the specific provisions of the Code, but also to the general principles that guide the Code. The Code covers a range of topics that address employee ethics and conflicts of interest. To request a copy of the Code, please contact the Advisor at 239-561-1155 or via email at compliance@savingtheinvestor.com. B. Personal Trading with Material Interest AWP allows Supervised Persons to purchase or sell the same securities that may be recommended to and purchased on behalf of Clients. AWP does not act as principal in any transactions. In addition, the Advisor does not act as the general partner of a fund, or advise an investment company. AWP does not have a material interest in any securities traded in Client accounts. 11 Advantage Wealth Partners 8870 Daniels Parkway, Fort Myers, FL 33912 Phone: 239-561-1155 * Fax: 239-288-6206 https://advantagewealthpartners.com/  C. Personal Trading in Same Securities as Clients AWP allows Supervised Persons to purchase or sell the same securities that may be recommended to and purchased on behalf of Clients. Owning the same securities that are recommended (purchase or sell) to Clients presents a conflict of interest that, as fiduciaries, must be disclosed to Clients and mitigated through policies and procedures. As noted above, the Advisor has adopted the Code to address insider trading (material non-public information controls); gifts and entertainment; outside business activities and personal securities reporting. When trading for personal accounts, Supervised Persons have a conflict of interest if trading in the same securities. The fiduciary duty to act in the best interest of its Clients can be violated if personal trades are made with more advantageous terms than Client trades, or by trading based on material non-public information. This risk is mitigated by AWP requiring reporting of personal securities trades by its Supervised Persons for review by the Chief Compliance Officer (“CCO”) or delegate. The Advisor has also adopted written policies and procedures to detect the misuse of material, non-public information. D. Personal Trading at Same Time as Client While AWP allows Supervised Persons to purchase or sell the same securities that may be recommended to and purchased on behalf of Clients, such trades are typically aggregated with Client orders or traded afterwards. At no time will AWP, or any Supervised Person of AWP, transact in any security to the detriment of any Client. Item 12 – Brokerage Practices A. Recommendation of Custodian[s] AWP does not have discretionary authority to select the broker-dealer/custodian for custody and execution services. The Client will engage the broker-dealer/custodian (herein the "Custodian") to safeguard Client assets and authorize AWP to direct trades to the Custodian as agreed upon in the investment advisory agreement. Further, AWP does not have the discretionary authority to negotiate commissions on behalf of Clients on a trade- by-trade basis. Where AWP does not exercise discretion over the selection of the Custodian, it may recommend the Custodian to Clients for custody and execution services. Clients are not obligated to use the recommended Custodian and will not incur any extra fee or cost associated with using a custodian not recommended by AWP. However, the Advisor may be limited in the services it can provide if the recommended Custodian is not engaged. AWP may recommend the Custodian based on criteria such as, but not limited to, reasonableness of commissions charged to the Client, services made available to the Client, and its reputation and/or the location of the Custodian’s offices. AWP will generally recommend that Clients establish their account[s] at Charles Schwab & Co., Inc. (“Schwab”), or Fidelity Clearing and Custody Solutions and related divisions and entities of Fidelity Investments, Inc., including National Financial Services LLC, and Fidelity Brokerage Services LLC (collectively “Fidelity”), both FINRA- registered broker-dealers and members SIPC. Fidelity and Schwab will serve as the Client’s “qualified custodian”. AWP maintains an institutional relationship with Fidelity and Schwab, whereby the Advisor receives economic benefits from Fidelity and Schwab (Please see Item 14 below.) Following are additional details regarding the brokerage practices of the Advisor: 1. Soft Dollars - Soft dollars are revenue programs offered by broker-dealers/custodians whereby an advisor enters into an agreement to place security trades with a broker-dealer/custodian in exchange for research and other services. AWP does not participate in soft dollar programs sponsored or offered by any broker- dealer/custodian. However, the Advisor receives certain economic benefits from the Custodian. Please see Item 14 below. 2. Brokerage Referrals - AWP does not receive any compensation from any third party in connection with the recommendation for establishing an account. 3. Directed Brokerage - All Clients are serviced on a “directed brokerage basis”, where AWP will place trades within the established account[s] at the Custodian designated by the Client. Further, all Client accounts are traded within their respective account[s]. The Advisor will not engage in any principal transactions (i.e., trade of any 12 Advantage Wealth Partners 8870 Daniels Parkway, Fort Myers, FL 33912 Phone: 239-561-1155 * Fax: 239-288-6206 https://advantagewealthpartners.com/  security from or to the Advisor’s own account) or cross transactions with other Client accounts (i.e., purchase of a security into one Client account from another Client’s account[s]). AWP will not be obligated to select competitive bids on securities transactions and does not have an obligation to seek the lowest available transaction costs. These costs are determined by the Custodian. B. Aggregating and Allocating Trades The primary objective in placing orders for the purchase and sale of securities for Client accounts is to obtain the most favorable net results taking into account such factors as 1) price, 2) size of the order, 3) difficulty of execution, 4) confidentiality and 5) skill required of the Custodian. AWP will execute its transactions through the Custodian as authorized by the Client. AWP may aggregate orders in a block trade or trades when securities are purchased or sold through the Custodian for multiple (discretionary) accounts in the same trading day. If a block trade cannot be executed in full at the same price or time, the securities actually purchased or sold by the close of each business day must be allocated in a manner that is consistent with the initial pre-allocation or other written statement. This must be done in a way that does not consistently advantage or disadvantage any particular Clients’ accounts. Item 13 – Review of Accounts A. Frequency of Reviews Securities in Client accounts are monitored on a regular and continuous basis by Dustin Meza, Chief Compliance Officer of AWP. Formal reviews are generally conducted at least annually or more frequently depending on the needs of the Client. B. Causes for Reviews In addition to the investment monitoring noted in Item 13.A., each Client account shall be reviewed at least annually. Reviews may be conducted more frequently at the Client’s request. Accounts may be reviewed as a result of major changes in economic conditions, known changes in the Client’s financial situation, and/or large deposits or withdrawals in the Client’s account[s]. The Client is encouraged to notify AWP if changes occur in the Client’s personal financial situation that might adversely affect the Client’s investment plan. Additional reviews may be triggered by material market, economic or political events. C. Review Reports The Client will receive brokerage statements no less than quarterly from the Custodian. These brokerage statements are sent directly from the Custodian to the Client. The Client may also establish electronic access to the Custodian’s website so that the Client may view these reports and their account activity. Client brokerage statements will include all positions, transactions and fees relating to the Client’s account[s]. The Advisor may also provide Clients with periodic reports regarding their holdings, allocations, and performance. Item 14 – Client Referrals and Other Compensation A. Compensation Received by AWP Participation in Institutional Advisor Platform: Fidelity Clearing and Custody Solutions As noted in item 12, AWP has established an institutional relationship with Fidelity to assist the Advisor in managing Client account[s]. As part of the arrangement, Fidelity also makes available to the Advisor, at no additional charge to the Advisor, certain research and brokerage services, including research services obtained by Fidelity directly from independent research companies. The Advisor may also receive additional services and support from Fidelity. As a result of receiving such services for no additional cost, the Advisor may have an incentive to continue to use or expand the use of Fidelity's services. The Advisor examined this potential conflict of interest when it chose to enter into the relationship with Fidelity and has determined that the relationship is in the best interests of the Advisor’s Clients and satisfies its Client obligations, including its duty to seek best execution. Please see Item 12 above. The Advisor receives access to software and related support without cost because the Advisor renders investment management services to Clients that maintain assets at Fidelity The software and related systems support may benefit the Advisor, but not its Clients directly. In fulfilling its duties to its Clients, the Advisor endeavors at all times to put the interests of its Clients first. Clients should be aware, however, that the receipt of economic benefits from a Custodian creates a conflict of interest since these benefits may influence the 13 Advantage Wealth Partners 8870 Daniels Parkway, Fort Myers, FL 33912 Phone: 239-561-1155 * Fax: 239-288-6206 https://advantagewealthpartners.com/  Advisor's recommendation of this Custodian over one that does not furnish similar software, systems support, or services. In addition, Fidelity has provided the Advisor with financial support in the launch of the Advisor and reimbursements for various third-party service providers. Participation in Institutional Advisor Platform: Charles Schwab & Co., Inc. AWP has established an institutional relationship with Schwab through its “Schwab Advisor Services” unit, a division of Schwab dedicated to serving independent advisory firms like AWP As a registered investment advisor participating on the Schwab Advisor Services platform, AWP receives access to software and related support without cost because the Advisor renders investment management services to Clients that maintain assets at Schwab. Services provided by Schwab Advisor Services benefit the Advisor and many, but not all services provided by Schwab will benefit Clients. In fulfilling its duties to its Clients, the Advisor endeavors at all times to put the interests of its Clients first. Clients should be aware, however, that the receipt of economic benefits from a custodian creates a potential conflict of interest since these benefits may influence the Advisor's recommendation of this custodian over one that does not furnish similar software, systems support, or services. Services that Benefit the Client – Schwab’s institutional brokerage services include access to a broad range of investment products, execution of securities transactions, and custody of Client’s funds and securities. Through Schwab, the Advisor may be able to access certain investments and asset classes that the Client would not be able to obtain directly or through other sources. Further, the Advisor may be able to invest in certain mutual funds and other investments without having to adhere to investment minimums that might be required if the Client were to directly access the investments. Services that May Indirectly Benefit the Client – Schwab provides participating advisors with access to technology, research, discounts and other services. In addition, the Advisor receives duplicate statements for Client accounts, the ability to deduct advisory fees, trading tools, and back office support services as part of its relationship with Schwab. These services are intended to assist the Advisor in effectively managing accounts for its Clients, but may not directly benefit all Clients. Services that May Only Benefit the Advisor – Schwab also offers other services to AWP that may not benefit the Client, including: educational conferences and events, financial start-up support, consulting services and discounts for various service providers. Access to these services creates a financial incentive for the Advisor to recommend Schwab, which results in a potential conflict of interest. AWP believes, however, that the selection of Schwab as Custodian is in the best interests of its Clients. B. Compensation for Client Referrals AWP does not compensate, either directly or indirectly, any persons who are not supervised persons, for Client referrals. Item 15 – Custody AWP is authorized to deduct its fees from the Client’s account[s] at the Custodian. The Client must place all assets with a "qualified custodian." The Client is required to engage the Custodian to retain all funds and securities and direct AWP to utilize that Custodian for securities transactions in the account[s]. The Client should review statements provided by the Custodian, as the Custodian does not perform this review. For more information about custodians and brokerage practices, see Item 12 – Brokerage Practices. If the Client gives AWP the authority to move money from one account to another account, AWP may have custody of those assets. In order to avoid additional regulatory requirements, the Custodian and AWP have adopted safeguards to ensure that all money movement activities are conducted strictly in accordance with the Client’s documented instructions. 14 Advantage Wealth Partners 8870 Daniels Parkway, Fort Myers, FL 33912 Phone: 239-561-1155 * Fax: 239-288-6206 https://advantagewealthpartners.com/  Item 16 – Investment Discretion AWP generally has discretion over the selection and amount of securities to be bought or sold in Client accounts without obtaining prior consent or approval from the Client. However, these purchases or sales may be subject to specified investment objectives, guidelines, or limitations previously set forth by the Client and agreed to by AWP. Discretionary authority will only be authorized upon full disclosure to the Client. The granting of such authority will be evidenced by the Client's execution of an investment advisory agreement containing all applicable limitations to such authority. All discretionary trades made by AWP will be in accordance with each Client's investment objectives and goals. Item 17 – Voting Client Securities AWP does not accept proxy-voting responsibility for any Client. Clients will receive proxy statements directly from the Custodian. The Advisor will assist in answering questions relating to proxies, however, the Client retains the sole responsibility for proxy decisions and voting. Item 18 – Financial Information Neither AWP, nor its management, have any adverse financial situations that would reasonably impair the ability of AWP to meet all obligations to its Clients. Neither AWP, nor any of its Advisory Persons, have been subject to a bankruptcy or financial compromise. AWP is not required to deliver a balance sheet along with this Disclosure Brochure as the Advisor does not collect advance fees of $1,200 or more for services to be performed six months or more in the future. 15 Advantage Wealth Partners 8870 Daniels Parkway, Fort Myers, FL 33912 Phone: 239-561-1155 * Fax: 239-288-6206 https://advantagewealthpartners.com/  Tounjian Advisory Partners LLC Form ADV Part 2A – Appendix 1 (“Wrap Fee Program Brochure”) Effective: March 11, 2026 This Form ADV2A - Appendix 1 (“Wrap Fee Program Brochure”) provides information about the qualifications and business practices for Tounjian Advisory Partners LLC d/b/a Advantage Wealth Partners (“AWP” or the “Advisor”) services when offering services pursuant to a wrap program. This Wrap Fee Program Brochure shall always be accompanied by the AWP Disclosure Brochure, which provides complete details on the business practices of the Advisor. If you did not receive the complete AWP Disclosure Brochure or you have any questions about the contents of this Wrap Fee Program Brochure or the AWP Disclosure Brochure, please contact the Advisor at 239- 561-1155 or by email at compliance@savingtheinvestor.com. AWP is a registered investment advisor with the U.S. Securities and Exchange Commission (“SEC”). The information in this Wrap Fee Program Brochure has not been approved or verified by the SEC or by any state securities authority. Registration of an investment advisor does not imply any specific level of skill or training. This Wrap Fee Program Brochure provides information about AWP to assist you in determining whether to retain the Advisor. Additional information about AWP and its advisory persons are available on the SEC’s website at www.adviserinfo.sec.gov by searching the Advisor’s firm name or CRD# 329635. 16 Advantage Wealth Partners 8870 Daniels Parkway, Fort Myers, FL 33912 Phone: 239-561-1155 * Fax: 239-288-6206 https://advantagewealthpartners.com/  Item 2 – Material Changes Form ADV 2A - Appendix 1 provides information about a variety of topics relating to an Advisor’s business practices and conflicts of interest. In particular, this Wrap Fee Program Brochure discusses the Wrap Fee Program offered by the Advisor. Material Changes The following material changes have been made to this disclosure brochure since its last annual amendment filing on March 5, 2025: • The Advisor has changed its primary business name to Advantage Wealth Partners. • Effective March 1, 2026, Dustin Meza is the Chief Compliance Officer of Advantage Wealth Partners. Future Changes From time to time, the Advisor may amend this Wrap Fee Program Brochure to reflect changes in business practices, changes in regulations or routine annual updates as required by the securities regulators. This complete Wrap Fee Program Brochure (along with the complete AWP Disclosure Brochure) or a Summary of Material Changes shall be provided to you annually and if a material change occurs in the business practices of AWP. At any time, you may view this Wrap Fee Program Brochure and the current Disclosure Brochure on-line at the SEC’s Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov by searching for the Advisor’s firm name or CRD# 329635. You may also request a copy of this Disclosure Brochure at any time, by contacting the Advisor at 239-561-1155 or by email at compliance@savingtheinvestor.com. Item 3 – Table of Contents Item 2 – Material Changes Item 3 – Table of Contents Item 4 – Services Fees and Compensation Item 5 – Account Requirements and Types of Clients Item 6 – Portfolio Manager Selection and Evaluation Item 7 – Client Information Provided to Portfolio Managers Item 8 – Client Contact with Portfolio Managers Item 9 – Additional Information 17 17 18 19 19 20 20 20 17 Advantage Wealth Partners 8870 Daniels Parkway, Fort Myers, FL 33912 Phone: 239-561-1155 * Fax: 239-288-6206 https://advantagewealthpartners.com/  Item 4 – Services Fees and Compensation A. Services AWP provides customized wealth management services for its Clients. This Wrap Fee Program Brochure is provided as a supplement to the AWP Disclosure Brochure (Form ADV 2A). This Wrap Fee Program Brochure is provided along with the complete Disclosure Brochure to provide full details of the business practices and fees when selecting AWP as your investment advisor. As part of the wealth management fees noted in Item 5 of the Disclosure Brochure, AWP includes, in addition to securities transaction fees, custody fees, administrative fees and Independent Manager fees (herein “Covered Costs”) as part of the overall investment advisory fee. Securities regulations often refer to this combined fee structure as a “Wrap Fee Program”. The Advisor’s recommended Custodian does not charge securities transaction fees for exchange-traded fund (“ETF”) and equity trades in Client accounts, but typically charges for mutual funds and other types of investments. The Advisor sponsors the AWP Wrap Fee Program. The sole purpose of this Wrap Fee Program Brochure is to provide additional disclosure relating the combination of Covered Costs into a single “bundled” investment advisory fee. This Wrap Fee Program Brochure references back to the AWP Disclosure Brochure in which this Wrap Fee Program Brochure serves as an Appendix. Please see Item 4 – Advisory Services of the Disclosure Brochure for details on AWP’s investment philosophy and related services. B. Program Costs Advisory services provided by AWP are offered in a wrap fee structure whereby Covered Costs are included in the overall investment advisory fee paid to AWP. As the level of activity in a Client’s account[s] may vary from year to year, the annual cost to the Client may be more or less than engaging for advisory services where the Covered Costs are borne separately by the Client. The cost of the Wrap Fee Program varies depending on services to be provided to each Client, however, the Client is not charged more if there is higher trading activity or other Covered Costs. A Wrap Fee structure presents a conflict of interest as the Advisor is incentivized to limit the number of trades placed in the Client’s account[s] or to utilize securities that do not have transaction fees. As noted above, the Advisor’s recommended Custodians does charge securities transaction fees for ETF and equity trades in Client accounts, but typically charges for mutual funds and other types of investments. As such, the Advisor is incentivized to utilize ETFs and other equity securities to limit the overall cost to the Advisor. The Advisor will only place Client assets into a Wrap Fee Program when it is believed to be in the Client’s best interest. Please see Item 5 – Fees and Compensation of the Disclosure Brochure for complete details on fees. C. Fees Portfolio Management Services Our maximum annual fee for portfolio management services is 1.0% of your assets we manage. Our advisory fee is negotiable, depending on individual client circumstances. Fees and Compensation Our annual portfolio management fee is billed as follows: Fees collected by AE Wealth Management are billed and paid to us monthly in arrears based on Average Daily Balance. Please see Item 5B of the Disclosure Brochure above for more details. As noted above, the Wrap Fee Program includes Covered Costs incurred in connection with the discretionary investment management services provided by AWP, as part of its overall investment advisory fee. In addition, all fees paid to AWP for wealth management services or part of the Wrap Fee Program are separate and distinct from the expenses charged by mutual funds and exchange-traded funds to their shareholders, if applicable. These fees and expenses are described in each fund’s prospectus. These fees and expenses will generally be used to pay management fees for the funds, other fund expenses, account administration (e.g., custody, brokerage and account reporting), and a possible distribution fee. Securities transaction fees for Client- 18 Advantage Wealth Partners 8870 Daniels Parkway, Fort Myers, FL 33912 Phone: 239-561-1155 * Fax: 239-288-6206 https://advantagewealthpartners.com/  directed trades will be charged back to the Client. In connection with the discretionary investment management services provided by AWP, the Client will incur other costs assessed by the Custodian or other third parties, other than the Covered Costs noted above, such as [custodial costs / administrative fees / wire fees / trade away transactions / other fees and expenses] ]. The Advisor does not control nor share in these fees. The Client should review both the fees charged by the fund[s] and the fees charged by AWP to fully understand the total fees to be paid. Please see Item 5.C. – Other Fees and Expenses in the Disclosure Brochure (included with this Wrap Fee Program Brochure). D. Compensation AWP is the sponsor and portfolio manager of this Wrap Fee Program. AWP receives wealth management fees paid by Clients for participating in the Wrap Fee Program and pays the Covered Costs associated with the management of the Client’s account[s]. Item 5 – Account Requirements and Types of Clients AWP offers wealth management services to individuals, high net worth individuals, corporations, and other business. AWP generally does not impose a minimum account size for establishing a relationship. Please see Item 7 – Types of Clients in the Disclosure Brochure for additional information. Item 6 – Portfolio Manager Selection and Evaluation Portfolio Manager Selection AWP serves as sponsor and as portfolio manager for the services under this Wrap Fee Program. Related Persons AWP personnel serve as portfolio managers for this Wrap Fee Program. AWP does not serve as a portfolio manager for any third-party Wrap Fee Programs. Performance-Based Fees We do not accept performance-based fees or participate in side-by-side management. Performance- based fees are fees that are based on a share of a capital gains or capital appreciation of a client's account. Side-by-side management refers to the practice of managing accounts that are charged performance-based fees while at the same time managing accounts that are not charged performance- based fees. Our fees are calculated as described in the Fees and Compensation section above and are not charged on the basis of a share of capital gains upon, or capital appreciation of, the funds in your advisory account. Supervised Persons AWP Advisory Persons serve as portfolio managers for all accounts, including the services described in this Wrap Fee Program Brochure. Details of the advisory services provided are included in Item 4.A. of the Disclosure Brochure. Methods of Analysis Please see Item 8 of the Disclosure Brochure (included with this Wrap Fee Program Brochure) for details on the research and analysis methods employed by the Advisor. Risk of Loss Investing in securities (including stocks, mutual funds, and bonds, etc.) always involves risk of loss. Depending on the different types of investments utilized, there may be varying degrees of risk. Accordingly, you should be prepared to bear investment loss including the loss of your original principal. Further, past performance is not indicative of future results. Therefore, you should never assume that future performance of any specific investment or investment strategy will be profitable. 19 Advantage Wealth Partners 8870 Daniels Parkway, Fort Myers, FL 33912 Phone: 239-561-1155 * Fax: 239-288-6206 https://advantagewealthpartners.com/  Because of the inherent risk of loss associated with investing, our firm is unable to represent, guarantee, or even imply that our services and methods of analysis can or will predict future results, successfully identify market tops or bottoms, or insulate you from losses due to market corrections or declines. Past performance is not a guarantee of future returns. Investing in securities and other investments involve a risk of loss that each Client should understand and be willing to bear. Clients are reminded to discuss these risks with the Advisor. Please see Item 8.B. – Risk of Loss in the Disclosure Brochure for details on investment risks. Proxy Voting We will not vote proxies on behalf of your advisory accounts. We do not offer you advice regarding corporate actions and the exercise of your proxy voting rights. If you own shares of applicable securities, you are responsible for exercising your right to vote as a shareholder. Item 7 – Client Information Provided to Portfolio Managers AWP is the sponsor and sole portfolio manager for the Program. The Advisor does not share Client information with other portfolio managers because it is the sole portfolio manager for this Wrap Fee Program. Please also see the AWP Privacy Policy (included after this Wrap Fee Program Brochure). Item 8 – Client Contact with Portfolio Managers AWP is a full-service investment management advisory firm. Clients always have direct access to the Portfolio Managers at AWP. Item 9 – Additional Information A. Disciplinary Information and Other Financial Industry Activities and Affiliations Please see Item 9 of the AWP Disclosure Brochure as well as Item 3 of each Advisory Person’s Brochure Supplement (included with this Wrap Fee Program Brochure) for additional information on how to research the background of the Advisor and its Advisory Persons. Other Financial Activities and Affiliations Please see Item 10 – Other Financial Activities and Affiliation and Item 14 – Client Referrals and Other Compensation of the Form ADV Part 2A – Disclosure Brochure (included with this Wrap Fee Program Brochure). B. Code of Ethics, Review of Accounts, Client Referrals, and Financial Information AWP has implemented a Code of Ethics that defines the Advisor’s fiduciary commitment to each Client. This Code of Ethics applies to all persons subject to AWP’s compliance program (our “Supervised Persons”). Complete details on the AWP Code of Ethics can be found under Item 11 – Code of Ethics, Participation in Client Transactions and Personal Trading in the Disclosure Brochure (included with this Wrap Fee Program Brochure). Review of Accounts Client accounts are monitored on a regular and continuous basis by Advisory Persons of AWP under the supervision of the Chief Compliance Officer (“CCO”). Details of the review policies and practices are provided in Item 13 of the Form ADV Part 2A – Disclosure Brochure. Other Compensation Item 14 – Other Compensation in the Form ADV Part 2A – Disclosure Brochure (included with this Wrap Fee Program Brochure) for details on additional compensation that may be received by AWP or its Advisory Persons. Each Advisory Person’s Brochure Supplement (also included with this Wrap Fee Program Brochure) provides details on any outside business activities and the associated compensation. 20 Advantage Wealth Partners 8870 Daniels Parkway, Fort Myers, FL 33912 Phone: 239-561-1155 * Fax: 239-288-6206 https://advantagewealthpartners.com/  Compensation for Client Referrals AWP does not compensate, either directly or indirectly, any persons who are not supervised persons, for Client referrals. Financial Information We are not required to provide a balance sheet or other financial information to our clients because we do not require the prepayment of fees in excess of $1,200 and six months or more in advance; we do not take custody of client funds or securities; and, we do not have a financial condition that is reasonably likely to impair our ability to meet our commitments to you. Moreover, we have never been the subject of a bankruptcy petition. 21 Advantage Wealth Partners 8870 Daniels Parkway, Fort Myers, FL 33912 Phone: 239-561-1155 * Fax: 239-288-6206 https://advantagewealthpartners.com/  Form ADV Part 2B – Brochure Supplement for Alfred M. Tounjian, CFP®, RFC® Managing Member, Investment Adviser Representative, President Advantage Wealth Partners Effective: March 11, 2026 This Form ADV 2B (“Brochure Supplement”) provides information about the background and qualifications of Alfred M. Tounjian (CRD# 3048792) in addition to the information contained in the Tounjian Advisory Partners LLC (“AWP” or the “Advisor”, CRD# 329635) Disclosure Brochure. If you have not received a copy of the Disclosure Brochure or if you have any questions about the contents of the AWP Disclosure Brochure or this Brochure Supplement, please contact us at 239-561-1155. Additional information about Mr. Tounjian is available on the SEC’s Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov by searching with his full name or his Individual CRD# 3048792. 22 Advantage Wealth Partners 8870 Daniels Parkway, Fort Myers, FL 33912 Phone: 239-561-1155 * Fax: 239-288-6206 https://advantagewealthpartners.com/  Item 2 – Educational Background and Business Experience Alfred M. Tounjian, CFP®, RFC born in 1961, is dedicated to advising Clients of AWP as the Managing Member, Investment Adviser Representative, President. Mr. Tounjian earned a Bachelor’s degree from American College in 2006. Additional information regarding Mr. Tounjian’s employment history is included below. Employment History: 09/2024 to Present 01/2024 to Present 09/2021 to Present 12/2018 to Present 02/2014 to Present 01/1983 to Present 02/2024 to 09/2024 10/2010 to 01/2024 01/1991 to 01/2024 Managing Member, Investment Adviser Representative, President, Tounjian Advisory Partners, LLC d/b/a Advantage Wealth Partners President and Insurance Professional, National Benefit Legacy d/b/a Advantage Wealth Partners AMBR, A&T Strategic Leasing, LLC PVS, A&T Strategic Marketing Inc Owner, STI Property Management LLC Insurance Agent, Self-Employed Managing Member, CCO, IAR, Tounjian Advisory Partners LLC d/b/a Advantage Retirement Group CCO, President, Founder, Tounjian Advisory Group LLC d/b/a Advantage Retirement Group President and Insurance Professional, National Benefit Corp d/b/a Advantage Retirement Group Owner, SIC Property Management 12/2001 to 10/2019 CERTIFIED FINANCIAL PLANNER™ (“CFP®”) The CERTIFIED FINANCIAL PLANNER™, CFP®, and federally registered CFP® (with flame design) marks (collectively, the “CFP® marks”) are professional certification marks granted in the United States by CERTIFIED FINANCIAL PLANNER™ Board of Standards, Inc. (“CFP® Board”). The CFP® certification is a voluntary certification; no federal or state law or regulation requires financial planners to hold CFP® certification. It is recognized in the United States and a number of other countries for its (1) high standard of professional education; (2) stringent code of conduct and standards of practice; and (3) ethical requirements that govern professional engagements with clients. Currently, more than 87,000 individuals have obtained CFP® certification in the United States. To attain the right to use the CFP® marks, an individual must satisfactorily fulfill the following requirements: ● Education – Complete an advanced college-level course of study addressing the financial planning subject areas that CFP Board’s studies have determined as necessary for the competent and professional delivery of financial planning services, and attain a Bachelor’s Degree from a regionally accredited United States college or university (or its equivalent from a foreign university). CFP Board’s financial planning subject areas include insurance planning and risk management, employee benefits planning, investment planning, income tax planning, retirement planning, and estate planning; ● Examination – Pass the comprehensive CFP® Certification Examination. The examination includes case studies and client scenarios designed to test one’s ability to correctly diagnose financial planning issues and apply one’s knowledge of financial planning to real-world circumstances; ● Experience – Complete at least three years of full-time financial planning-related experience (or the equivalent, measured as 2,000 hours per year); and ● Ethics – Agree to be bound by CFP Board’s Standards of Professional Conduct, a set of documents outlining the ethical and practice standards for CFP® professionals. Individuals who become certified must complete the following ongoing education and ethics requirements in order to maintain the right to continue to use the CFP® marks: 23 Advantage Wealth Partners 8870 Daniels Parkway, Fort Myers, FL 33912 Phone: 239-561-1155 * Fax: 239-288-6206 https://advantagewealthpartners.com/  ● Continuing Education – Complete 30 hours of continuing education hours every two years, including two hours on the Code of Ethics and other parts of the Standards of Professional Conduct, to maintain competence and keep up with developments in the financial planning field; and ● Ethics – Renew an agreement to be bound by the Standards of Professional Conduct. The Standards prominently require that CFP® professionals provide financial planning services at a fiduciary standard of care. This means CFP® professionals must provide financial planning services in the best interests of their clients. CFP® professionals who fail to comply with the above standards and requirements may be subject to CFP Board’s enforcement process, which could result in suspension or permanent revocation of their CFP®. Registered Financial Consultant™ ("RFC®") Registered Financial Consultant™ ("RFC®") is a professional designation awarded by the International Association of Registered Financial Consultants™ ("IARFC®") to those financial advisors who meet specific standards of education, experience, and integrity. Prerequisites for the RFC® designation are; a baccalaureate or graduate degree in financial planning or services with strong emphasis on subjects relating to economics, accounting, business, statistics, finance, and similar studies; or have earned one of the following professional degrees or designations: AMS, CFA®, CFP®, ChFC®, CLU®, CPA®, EA®, JD®, or completed an IARFC® or CFP®, approved curriculum at an accredited college or university; must meet local licensing requirements securities, life, and health insurance; or operate as a fee-only planner, have no suspension or revocation of any professional license; subscribe and adhere to the RFC® Code of Ethics; must agree to devote a minimum of 40 hours per year of professional continuing education in the field of personal finance and professional practice management; and annually attest to the continued compliance and operation of the RFC® Code of Ethics. Item 3 – Disciplinary Information There are no legal, civil or disciplinary events to disclose regarding Mr. Tounjian. Mr. Tounjian has never been involved in any regulatory, civil or criminal action. There have been no client complaints, lawsuits, arbitration claims or administrative proceedings against Mr. Tounjian. Securities laws require an advisor to disclose any instances where the advisor or its advisory persons have been found liable in a legal, regulatory, civil or arbitration matter that alleges violation of securities and other statutes; fraud; false statements or omissions; theft, embezzlement or wrongful taking of property; bribery, forgery, counterfeiting, or extortion; and/or dishonest, unfair or unethical practices. As previously noted, there are no legal, civil or disciplinary events to disclose regarding Mr. Tounjian. However, we do encourage you to independently view the background of Mr. Tounjian on the Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov by searching with his full name or his Individual CRD# 3048792. Item 4 – Other Business Activities Insurance Agency Affiliations Mr. Tounjian is also a licensed insurance professional. Implementations of insurance recommendations are separate and apart from Mr. Tounjian’s role with AWP. As an insurance professional, Mr. Tounjian will receive customary commissions and other related revenues from the various insurance companies whose products are sold. Mr. Tounjian is not required to offer the products of any particular insurance company. Commissions generated by insurance sales do not offset regular advisory fees. This practice presents a conflict of interest in recommending certain products of the insurance companies. Clients are under no obligation to implement any recommendations made by Mr. Tounjian or the Advisor. 24 Advantage Wealth Partners 8870 Daniels Parkway, Fort Myers, FL 33912 Phone: 239-561-1155 * Fax: 239-288-6206 https://advantagewealthpartners.com/  A & T Strategic Marketing Inc. Mr. Tounjian is also a PVS at A&T Strategic Marketing Inc. Mr. Tounjian’s duties include budget and manage marketing costs. Mr. Tounjian receives additional compensation for his role at A&T Strategic Marketing Inc that are separate and distinct from advisory fees. A & T Strategic Leasing, LLC. Mr. Tounjian is also an AMBR at A&T Strategic Leasing, LLC. Mr. Tounjian’s role at A&T Strategic Leasing includes the leasing of company cars. Mr. Tounjian receives additional compensation from his role at A&T Strategic Leasing that is separate and distinct from advisory fees. Item 5 – Additional Compensation Mr. Tounjian has additional business activities where compensation is received that are detailed in Item 4 above. Item 6 – Supervision Mr. Tounjian serves as the Managing Member, Investment Adviser Representative, President of AWP and is supervised by Dustin Meza, the Chief Compliance Officer. Mr. Meza can be reached at 913-934-5892. AWP has implemented a Code of Ethics, an internal compliance document that guides each Supervised Person in meeting their fiduciary obligations to Clients of AWP. Further, AWP is subject to regulatory oversight by various agencies. These agencies require registration by AWP and its Supervised Persons. As a registered entity, AWP is subject to examinations by regulators, which may be announced or unannounced. AWP is required to periodically update the information provided to these agencies and to provide various reports regarding the business activities and assets of the Advisor. 25 Advantage Wealth Partners 8870 Daniels Parkway, Fort Myers, FL 33912 Phone: 239-561-1155 * Fax: 239-288-6206 https://advantagewealthpartners.com/  Form ADV Part 2B – Brochure Supplement for David J. Antonucci, CRPC® Investment Adviser Representative Advantage Wealth Partners Effective: March 11, 2026 This Form ADV 2B (“Brochure Supplement”) provides information about the background and qualifications of David J. Antonucci (CRD# 7267538) in addition to the information contained in the Tounjian Advisory Partners LLC (“AWP” or the “Advisor”, CRD# 329635) Disclosure Brochure. If you have not received a copy of the Disclosure Brochure or if you have any questions about the contents of the AWP Disclosure Brochure or this Brochure Supplement, please contact us at (239) 561-1155. Additional information about Mr. Antonucci is available on the SEC’s Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov by searching with his full name or his Individual CRD# 7267538. 26 Advantage Wealth Partners 8870 Daniels Parkway, Fort Myers, FL 33912 Phone: 239-561-1155 * Fax: 239-288-6206 https://advantagewealthpartners.com/  Item 2 – Educational Background and Business Experience David J. Antonucci, born in 1994, is dedicated to advising Clients of AWP as an Investment Adviser Representative. Mr. Antonucci earned a high school diploma. Additional information regarding Mr. Antonucci’s employment history is included below. Employment History: 06/2024 to Present Investment Adviser Representative, Tounijan Advisory Partners LLC d/b/a Advantage Wealth Partners Insurance Professional, National Benefit Legacy d/b/a Advantage Wealth Partners Client Services Coordinator, National Benefit Corp d/b/a Advantage Retirement Group Investment Advisor Representative, Tounjian Advisory Partners LLC Investment Advisor Representative, Tounjian Advisory Group LLC Market Leader, BB&T 01/2024 to Present 08/2018 to 01/2024 01/2024 to 06/2024 06/2020 to 01/2024 10/2013 to 08/2018 Chartered Retirement Planning Counselor (“CRPC®”) Individuals who hold the CRPC® designation have completed a course of study encompassing pre-and post- retirement needs, asset management, estate planning, and the entire retirement planning process using models and techniques from real client situations. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations. All designees have agreed to adhere to Standards of Professional Conduct and are subject to a disciplinary process. Designees renew their designation every two-years by completing 16 hours of continuing education, reaffirming adherence to the Standards of Professional Conduct and complying with self-disclosure requirements. Item 3 – Disciplinary Information There are no legal, civil or disciplinary events to disclose regarding Mr. Antonucci. Mr. Antonucci has never been involved in any regulatory, civil or criminal action. There have been no client complaints, lawsuits, arbitration claims or administrative proceedings against Mr. Antonucci. Securities laws require an advisor to disclose any instances where the advisor or its advisory persons have been found liable in a legal, regulatory, civil or arbitration matter that alleges violation of securities and other statutes; fraud; false statements or omissions; theft, embezzlement or wrongful taking of property; bribery, forgery, counterfeiting, or extortion; and/or dishonest, unfair or unethical practices. As previously noted, there are no legal, civil or disciplinary events to disclose regarding Mr. Antonucci. However, we do encourage you to independently view the background of Mr. Antonucci on the Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov by searching with his full name or his Individual CRD# 7267538. Item 4 – Other Business Activities Insurance Agency Affiliations Mr. Antonucci is also a licensed insurance professional. Implementations of insurance recommendations are separate and apart from Mr. Antonucci’s role with AWP. As an insurance professional, Mr. Antonucci will receive customary commissions and other related revenues from the various insurance companies whose products are sold. Mr. Antonucci is not required to offer the products of any particular insurance company. Commissions generated by insurance sales do not offset regular advisory fees. This practice presents a conflict of interest in recommending certain products of the insurance companies. Clients are under no obligation to implement any recommendations made by Mr. Antonucci or the Advisor. 27 Advantage Wealth Partners 8870 Daniels Parkway, Fort Myers, FL 33912 Phone: 239-561-1155 * Fax: 239-288-6206 https://advantagewealthpartners.com/  Item 5 – Additional Compensation Mr. Antonucci has additional business activities where compensation is received that are detailed in Item 4 above. Item 6 – Supervision Mr. Antonucci serves as an Investment Adviser Representative of AWP and is supervised by Alfred Tounjian, the Managing Member. Mr. Tounjian can be reached at 239-561-1155. AWP has implemented a Code of Ethics, an internal compliance document that guides each Supervised Person in meeting their fiduciary obligations to Clients of AWP. Further, AWP is subject to regulatory oversight by various agencies. These agencies require registration by AWP and its Supervised Persons. As a registered entity, AWP is subject to examinations by regulators, which may be announced or unannounced. AWP is required to periodically update the information provided to these agencies and to provide various reports regarding the business activities and assets of the Advisor. 28 Advantage Wealth Partners 8870 Daniels Parkway, Fort Myers, FL 33912 Phone: 239-561-1155 * Fax: 239-288-6206 https://advantagewealthpartners.com/  Form ADV Part 2B – Brochure Supplement for Curtis W. Harrell Investment Adviser Representative Effective: March 11, 2026 This Form ADV 2B (“Brochure Supplement”) provides information about the background and qualifications of Curtis W. Harrell (CRD# 6823334) in addition to the information contained in the Tounjian Advisory Partners, LLC (“Advantage Wealth Partners” or the “Advisor”, CRD# 329635) Disclosure Brochure. If you have not received a copy of the Disclosure Brochure or if you have any questions about the contents of the Advantage Wealth Partners Disclosure Brochure or this Brochure Supplement, please contact us at 239-561-1155 or by email at compliance@savingtheinvestor.com. Additional information about Mr. Harrell is available on the SEC’s Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov by searching with his full name or his Individual CRD# 6823334. 29 Advantage Wealth Partners 8870 Daniels Parkway, Fort Myers, FL 33912 Phone: 239-561-1155 * Fax: 239-288-6206 https://advantagewealthpartners.com/  Item 2 – Educational Background and Business Experience Curtis W. Harrell, born in 1996, is dedicated to advising Clients of Advantage Wealth Partners as an Investment Adviser Representative. Mr. Harrell earned a Bachelor’s Degree - Finance from Palm Beach Atlantic University in 2017. Additional information regarding Mr. Harrell’s employment history is included below. Employment History: 02/2026 to Present 06/2024 to Present 09/2024 to 02/2026 06/2024 to 09/2024 05/2024 to 06/2024 05/2024 to 06/2024 12/2021 to 05/2024 12/2021 to 05/2024 01/2021 to 12/2021 Investment Adviser Representative, Tounjian Advisory Partners, LLC d/b/a Advantage Wealth Partners Insurance Professional, National Benefit Legacy d/b/a Advantage Wealth Partners Investment Adviser Representative & Chief Compliance Officer, Tounjian Advisory Partners, LLC d/b/a Advantage Retirement Group Financial Advisor, Tounijan Advisory Partners, LLC d/b/a Advantage Retirement Group Servicing Advisor, Tounjian Advisory Partners, LLC d/b/a Advantage Retirement Group Client Service Specialist, National Benefit Legacy d/b/a Advantage Retirement Group Investment Advisor Representative, Wells Fargo Advisors Registered Representative, Wells Fargo Advisors Financial Network, LLC Investment Advisor Representative, Raymond James Financial Services Advisors, Inc. Registered Representative, Raymond James Financial Services, Inc. Analyst, Macke Financial Advisory Group 01/2020 to 12/2021 06/2016 to 10/2019 Item 3 – Disciplinary Information There are no legal, civil or disciplinary events to disclose regarding Mr. Harrell. Mr. Harrell has never been involved in any regulatory, civil or criminal action. There have been no client complaints, lawsuits, arbitration claims or administrative proceedings against Mr. Harrell. Securities laws require an advisor to disclose any instances where the advisor or its advisory persons have been found liable in a legal, regulatory, civil or arbitration matter that alleges violation of securities and other statutes; fraud; false statements or omissions; theft, embezzlement or wrongful taking of property; bribery, forgery, counterfeiting, or extortion; and/or dishonest, unfair or unethical practices. As previously noted, there are no legal, civil or disciplinary events to disclose regarding Mr. Harrell. However, we do encourage you to independently view the background of Mr. Harrell on the Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov by searching with his full name or his Individual CRD# 6823334. Item 4 – Other Business Activities Insurance Agency Affiliations Mr. Harrell is also a licensed insurance professional. Implementations of insurance recommendations are separate and apart from Mr. Harrell’s role with AWP. As an insurance professional, Mr. Harrell will receive customary commissions and other related revenues from the various insurance companies whose products are sold. Mr. Harrell is not required to offer the products of any particular insurance company. Commissions generated by insurance sales do not offset regular advisory fees. This practice presents a conflict of interest in recommending certain products of the insurance companies. Clients are under no obligation to implement any recommendations made by Mr. Harrell or the Advisor. 30 Advantage Wealth Partners 8870 Daniels Parkway, Fort Myers, FL 33912 Phone: 239-561-1155 * Fax: 239-288-6206 https://advantagewealthpartners.com/  Item 5 – Additional Compensation Mr. Harrell has additional business activities where compensation is received that are detailed in Item 4 above. Item 6 – Supervision Mr. Harrell serves as an Investment Adviser Representative of AWP and is supervised by Alfred Tounjian, the Managing Member. Mr. Tounjian can be reached at 239-561-1155. Advantage Wealth Partners has implemented a Code of Ethics, an internal compliance document that guides each Supervised Person in meeting their fiduciary obligations to Clients of Advantage Wealth Partners. Further, Advantage Wealth Partners is subject to regulatory oversight by various agencies. These agencies require registration by Advantage Wealth Partners and its Supervised Persons. As a registered entity, Advantage Wealth Partners is subject to examinations by regulators, which may be announced or unannounced. Advantage Wealth Partners is required to periodically update the information provided to these agencies and to provide various reports regarding the business activities and assets of the Advisor. 31 Advantage Wealth Partners 8870 Daniels Parkway, Fort Myers, FL 33912 Phone: 239-561-1155 * Fax: 239-288-6206 https://advantagewealthpartners.com/  Form ADV Part 2B – Brochure Supplement for Garrett S. Eisenhauer Investment Adviser Representative Advantage Wealth Partners Effective: March 11, 2026 This Form ADV 2B (“Brochure Supplement”) provides information about the background and qualifications of Garrett S. Eisenhauer (CRD# 7533654) in addition to the information contained in the Tounjian Advisory Partners, LLC (“AWP” or the “Advisor”, CRD# 329635) Disclosure Brochure. If you have not received a copy of the Disclosure Brochure or if you have any questions about the contents of the Advantage Wealth Partners Disclosure Brochure or this Brochure Supplement, please contact us at 239-561-1155 or by email at compliance@savingtheinvestor.com. Additional information about Mr. Eisenhauer is available on the SEC’s Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov by searching with his full name or his Individual CRD# 7533654. 32 Advantage Wealth Partners 8870 Daniels Parkway, Fort Myers, FL 33912 Phone: 239-561-1155 * Fax: 239-288-6206 https://advantagewealthpartners.com/  Item 2 – Educational Background and Business Experience Garrett S. Eisenhauer, born in 1996, is dedicated to advising Clients of AWP as an Investment Adviser Representative. Mr. Eisenhauer earned a Bachelor’s Degree from Penn State University in 2018. Additional information regarding Mr. Eisenhauer’s employment history is included below. Employment History: 06/2024 to Present 01/2024 to Present 08/2023 to 01/2024 Investment Adviser Representative, Tounijan Advisory Partners, LLC d/b/a Advantage Wealth Partners Insurance Professional, National Benefit Legacy d/b/a Advantage Wealth Partners Client Service Specialist, National Benefit Corp LLC, LLC d/b/a Advantage Retirement Group Registered Representative, Primerica Investments Golf Operations Assistant, Quail West Assistant Golf Professional, Waynesboro Country Club 04/2022 to 08/2023 12/2019 to 08/2023 03/2019 to 12/2019 Item 3 – Disciplinary Information There are no legal, civil or disciplinary events to disclose regarding Mr. Eisenhauer. Mr. Eisenhauer has never been involved in any regulatory, civil or criminal action. There have been no client complaints, lawsuits, arbitration claims or administrative proceedings against Mr. Eisenhauer. Securities laws require an advisor to disclose any instances where the advisor or its advisory persons have been found liable in a legal, regulatory, civil or arbitration matter that alleges violation of securities and other statutes; fraud; false statements or omissions; theft, embezzlement or wrongful taking of property; bribery, forgery, counterfeiting, or extortion; and/or dishonest, unfair or unethical practices. As previously noted, there are no legal, civil or disciplinary events to disclose regarding Mr. Eisenhauer. However, we do encourage you to independently view the background of Mr. Eisenhauer on the Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov by searching with his full name or his Individual CRD# 7533654. Item 4 – Other Business Activities Insurance Agency Affiliations Mr. Eisenhauer is also a licensed insurance professional. Implementations of insurance recommendations are separate and apart from Mr. Eisenhauer’s role with AWP. As an insurance professional, Mr. Eisenhauer will receive customary commissions and other related revenues from the various insurance companies whose products are sold. Mr. Eisenhauer is not required to offer the products of any particular insurance company. Commissions generated by insurance sales do not offset regular advisory fees. This practice presents a conflict of interest in recommending certain products of the insurance companies. Clients are under no obligation to implement any recommendations made by Mr. Eisenhauer or the Advisor. Item 5 – Additional Compensation Mr. Eisenhauer has additional business activities where compensation is received that are detailed in Item 4 above. Item 6 – Supervision Mr. Eisenhauer serves as an Investment Adviser Representative of AWP and is supervised by Alfred Tounjian, the Managing Member. Mr. Tounjian can be reached at 239-561-1155. 33 Advantage Wealth Partners 8870 Daniels Parkway, Fort Myers, FL 33912 Phone: 239-561-1155 * Fax: 239-288-6206 https://advantagewealthpartners.com/  AWP has implemented a Code of Ethics, an internal compliance document that guides each Supervised Person in meeting their fiduciary obligations to Clients of AWP. Further, AWP is subject to regulatory oversight by various agencies. These agencies require registration by AWP and its Supervised Persons. As a registered entity, AWP is subject to examinations by regulators, which may be announced or unannounced. AWP is required to periodically update the information provided to these agencies and to provide various reports regarding the business activities and assets of the Advisor. 34 Advantage Wealth Partners 8870 Daniels Parkway, Fort Myers, FL 33912 Phone: 239-561-1155 * Fax: 239-288-6206 https://advantagewealthpartners.com/  Privacy Policy Effective: March 11, 2026 Our Commitment to You Tounjian Advisory Partners LLC (“AWP” or the “Advisor”) is committed to safeguarding the use of personal information of our Clients (also referred to as “you” and “your”) that we obtain as your Investment Advisor, as described here in our Privacy Policy (“Policy”). Our relationship with you is our most important asset. We understand that you have entrusted us with your private information, and we do everything that we can to maintain that trust. AWP (also referred to as "we", "our" and "us”) protects the security and confidentiality of the personal information we have and implements controls to ensure that such information is used for proper business purposes in connection with the management or servicing of our relationship with you. AWP does not sell your non-public personal information to anyone. Nor do we provide such information to others except for discrete and reasonable business purposes in connection with the servicing and management of our relationship with you, as discussed below. Details of our approach to privacy and how your personal non-public information is collected and used are set forth in this Policy. Why you need to know? Registered Investment Advisors (“RIAs”) must share some of your personal information in the course of servicing your account. Federal and State laws give you the right to limit some of this sharing and require RIAs to disclose how we collect, share, and protect your personal information. What information do we collect from you? Driver’s license number Date of birth Social security or taxpayer identification number Assets and liabilities Name, address and phone number[s] Income and expenses E-mail address[es] Investment activity Account information (including other institutions) Investment experience and goals What Information do we collect from other sources? Custody, brokerage and advisory agreements Account applications and forms Other advisory agreements and legal documents Investment questionnaires and suitability documents Transactional information with us or others Other information needed to service account How do we protect your information? To safeguard your personal information from unauthorized access and use we maintain physical, procedural and electronic security measures. These include such safeguards as secure passwords, encrypted file storage and a secure office environment. Our technology vendors provide security and access control over personal information and have policies over the transmission of data. Our associates are trained on their responsibilities to protect Client’s personal information. We require third parties that assist in providing our services to you to protect the personal information they receive 35 Advantage Wealth Partners 8870 Daniels Parkway, Fort Myers, FL 33912 Phone: 239-561-1155 * Fax: 239-288-6206 https://advantagewealthpartners.com/  from us. How do we share your information? An RIA shares Client personal information to effectively implement its services. In the section below, we list some reasons we may share your personal information. Basis For Sharing Do we share? Can you limit? Yes No Servicing our Clients We may share non-public personal information with non-affiliated third parties (such as administrators, brokers, custodians, regulators, credit agencies, other financial institutions) as necessary for us to provide agreed upon services to you, consistent with applicable law, including but not limited to: processing transactions; general account maintenance; responding to regulators or legal investigations; and credit reporting. No Not Shared Marketing Purposes AWP does not disclose, and does not intend to disclose, personal information with non-affiliated third parties to offer you services. Certain laws may give us the right to share your personal information with financial institutions where you are a customer and where AWP or the client has a formal agreement with the financial institution. We will only share information for purposes of servicing your accounts, not for marketing purposes. Yes Yes Authorized Users Your non-public personal information may be disclosed to you and persons that we believe to be your authorized agent[s] or representative[s]. No Not Shared Information About Former Clients AWP does not disclose and does not intend to disclose, non-public personal information to non-affiliated third parties with respect to persons who are no longer our Clients. State-specific Regulations California In response to a California law, to be conservative, we assume accounts with California addresses do not want us to disclose personal information about you to non-affiliated third parties, except as permitted by California law. We also limit the sharing of personal information about you with our affiliates to ensure compliance with California privacy laws. Massachusetts In response to Massachusetts law, the Client must “opt-in” to share non-public personal information with non-affiliated third parties before any personal information is disclosed. Client opt-in is obtained through the Client’s execution of authorization forms provided by the third parties, by executing an Information Sharing Authorization Form, or by other written consent by the Client, as appropriate and consistent with applicable laws and regulations. Vermont In response to a Vermont regulation, if we disclose personal information about you to non- affiliated third parties, we will only disclose your name, address, other contract information, and general information about our experience with you. 36 Advantage Wealth Partners 8870 Daniels Parkway, Fort Myers, FL 33912 Phone: 239-561-1155 * Fax: 239-288-6206 https://advantagewealthpartners.com/  Changes to our Privacy Policy We will send you a copy of this Policy annually for as long as you maintain an ongoing relationship with us. Periodically we may revise this Policy and will provide you with a revised Policy if the changes materially alter the previous Privacy Policy. We will not, however, revise our Privacy Policy to permit the sharing of non-public personal information other than as described in this notice unless we first notify you and provide you with an opportunity to prevent the information sharing. Any Questions? You may ask questions or voice any concerns, as well as obtain a copy of our current Privacy Policy by contacting us at 239-561-1155 or via email at compliance@savingtheinvestor.com. 37 Advantage Wealth Partners 8870 Daniels Parkway, Fort Myers, FL 33912 Phone: 239-561-1155 * Fax: 239-288-6206 https://advantagewealthpartners.com/