Dba Big Money Retirement and Big Retirement

This brochure supplement provides information about Johnathan Brett Burgess that supplements the Burgess Investment Group, LLC brochure. You should have received a copy of that brochure. Please contact Johnathan Brett Burgess if you did not receive Burgess Investment Group, LLC’s brochure or if you have any questions about the contents of this supplement. Additional information about Johnathan Brett Burgess is also available on the SEC’s website at www.adviserinfo.sec.gov. Burgess Investment Group, LLC Form ADV Part 2B – Individual Disclosure Brochure for Johnathan Brett Burgess Personal CRD Number: 7339636 Investment Adviser Representative Burgess Investment Group, LLC 632 S. Main St. Greenville, SC 29601 864-920-3155 j b@bigmoneyretirement.co m UPDATED: 8/10/2026  Item 2: Educational Background and Business Experience Name: Johnathan Brett Burgess Born: 1996 Educational Background and Professional Designations: Education: Business Administration Accounting, University of South Carolina - 2018 Business Background: 04/2022 - Present Investment Adviser Representative Burgess Investment Group, LLC 12/2021 - Present Managing Member and Chief Compliance Officer Burgess Investment Group, LLC 10/2018 - Present Manager Big Money Management 08/2014 - 10/2018 Accounting Student University of South Carolina Item 3: Disciplinary Information There are no legal or disciplinary events that are material to a client’s or prospective client’s evaluation of this advisory business. Item 4: Other Business Activities Johnathan Brett Burgess is a licensed insurance agent. This activity creates a conflict of interest since there is an incentive to recommend insurance products based on commissions or other benefits received from the insurance company, rather than on the client’s needs. Additionally, the offer and sale of insurance products by supervised persons of BIGL are not made in their capacity as a fiduciary, and products are limited to only those offered by certain insurance providers. BIGL addresses this conflict of interest by requiring its supervised persons to act in the best interest of the client at all times, including when acting as an insurance agent. BIGL periodically reviews recommendations by its supervised persons to assess whether they are based on an objective evaluation of each client’s risk profile and investment objectives rather than on the receipt of any commissions or other benefits. BIGL will disclose in advance how it or its supervised persons are compensated and will disclose conflicts of interest involving any advice or service provided. At no time will there be tying between business practices and/or services (a condition where a client or prospective client would be required to accept one product or service conditioned upon the selection of a second, distinctive tied product or service). No client is ever under any obligation to purchase any insurance product. Insurance products recommended by BIGL’s supervised persons may also be available from other providers on more favorable terms, and clients can purchase insurance products recommended through other unaffiliated insurance agencies. Johnathan Brett Burgess is the President of the Alumni Association of the University of South Carolina. This is a non trading activity and will be managed outside of trading hours. Item 5: Additional Compensation  Johnathan Brett Burgess does not receive any economic benefit from any person, company, or organization, other than Burgess Investment Group, LLC in exchange for providing clients services through Burgess Investment Group, LLC. Item 6: Supervision As the Chief Compliance Officer of Burgess Investment Group, LLC, John Obeck supervises all activities of the firm. Johnathan Brett Burgess adheres to applicable regulatory requirements, together with all policies and procedures outlined in the firm’s code of ethics and compliance manual. Item 7: Requirements For State Registered Advisers This disclosure is required by state securities authorities and is provided for your use in evaluating this investment advisor representative’s suitability. A . Johnathan Brett Burgess has NOT been involved in any of the events listed below. 1. An award or otherwise being found liable in an arbitration claim alleging damages in excess of $2,500, involving any of the following: a) an investment or an investment-related business or activity; b) fraud, false statement(s), or omissions; c) theft, embezzlement, or other wrongful taking of property; d) bribery, forgery, counterfeiting, or extortion; or e) dishonest, unfair, or unethical practices. 2. An award or otherwise being found liable in a civil, self-regulatory organization, or administrative proceeding involving any of the following: a) an investment or an investment-related business or activity; b) fraud, false statement(s), or omissions; c) theft, embezzlement, or other wrongful taking of property; d) bribery, forgery, counterfeiting, or extortion; or e) dishonest, unfair, or unethical practices. B. Johnathan Brett Burgess has NOT been the subject of a bankruptcy.  This brochure supplement provides information about Clemmy Lou Osborne that supplements the Burgess Investment Group, LLC brochure. You should have received a copy of that brochure. Please contact Johnathan Brett Burgess if you did not receive Burgess Investment Group, LLC’s brochure or if you have any questions about the contents of this supplement. Additional information about Clemmy Lou Osborne is also available on the SEC’s website at www.adviserinfo.sec.gov. Burgess Investment Group, LLC Form ADV Part 2B – Individual Disclosure Brochure for Clemmy Lou Osborne Personal CRD Number: 7773985 Investment Adviser Representative Burgess Investment Group, LLC 632 S Main St. Greenville, SC 29601 864-920-3155 clem@bigmoneyretirement.com UPDATED: 8/10/2026  Item 2: Educational Background and Business Experience Name: Clemmy Lou Osborne Born: 1957 Educational Background and Professional Designations: Education: Bachelor of Science (BS) in Business/Accounting, College of Charleston - 1985 Business Background: 09/2022 - Present Paraplanner Burgess Investment Group, LLC 04/2019 – 08/2022 Retired Retired 12/2016 – 03/2019 Chief Financial Officer ReGenesis 08/2016 – 11/2016 Unemployed Unemployed 11/2015 - 07/2016 Business Service Controller Michelin 08/2012 - 10/2015 Finance Manager Certus Bank Item 3: Disciplinary Information There are no legal or disciplinary events that are material to a client’s or prospective client’s evaluation of this advisory business. Item 4: Other Business Activities Clemmy Lou Osborne is a Finance Committee Member of the Freedom Fellowship church. He handles budget and spending approvals in this non-investment related position. Clemmy Lou Osborne is a Board Member of the Pebble Grove Home Owners Association. He helps to resolve issues in the community in this non-investment related position. Item 5: Additional Compensation Clemmy Lou Osborne does not receive any economic benefit from any person, company, or organization, other than Burgess Investment Group, LLC in exchange for providing clients services through Burgess Investment Group, LLC. Item 6: Supervision  As the Chief Compliance Officer of Burgess Investment Group, LLC, John Obeck supervises all activities of the firm. Clemmy Lou Osborne adheres to applicable regulatory requirements, together with all policies and procedures outlined in the firm’s code of ethics and compliance manual. Item 7: Requirements For State Registered Advisers This disclosure is required by state securities authorities and is provided for your use in evaluating this investment advisor representative’s suitability. A . Clemmy Lou Osborne has NOT been involved in any of the events listed below. 1. An award or otherwise being found liable in an arbitration claim alleging damages in excess of $2,500, involving any of the following: a) an investment or an investment-related business or activity; b) fraud, false statement(s), or omissions; c) theft, embezzlement, or other wrongful taking of property; d) bribery, forgery, counterfeiting, or extortion; or e) dishonest, unfair, or unethical practices. 2. An award or otherwise being found liable in a civil, self-regulatory organization, or administrative proceeding involving any of the following: a) an investment or an investment-related business or activity; b) fraud, false statement(s), or omissions; c) theft, embezzlement, or other wrongful taking of property; d) bribery, forgery, counterfeiting, or extortion; or e) dishonest, unfair, or unethical practices. B. Clemmy Lou Osborne has NOT been the subject of a bankruptcy.  This brochure supplement provides information about Kyle Ryan Conner that supplements the Burgess Investment Group, LLC brochure. You should have received a copy of that brochure. Please contact Kyle Ryan Conner if you did not receive Burgess Investment Group, LLC’s brochure or if you have any questions about the contents of this supplement. Additional information about Kyle Ryan Conner is also available on the SEC’s website at www.adviserinfo.sec.gov. Burgess Investment Group, LLC Form ADV Part 2B – Individual Disclosure Brochure for Kyle Ryan Conner Personal CRD Number: 7427760 Investment Adviser Representative Burgess Investment Group, LLC 632 S. Main St. Greenville, SC 29601 864-920-3155 kyle@bigmoneyretirement.co m UPDATED: 8/10/2026  Item 2: Educational Background & Business Experience Name: Kyle Ryan Conner Born: 1998 Educational Background and Professional Designations: Education: Bachelor of Science (BS) Psychology, Georgia State University - 2021 Business Background: 09/2025 - Present Investment Advisor Representative Burgess Investment Group, LLC 11/2024 - 09/2025 Futures Trader Self-Employed 04/2022 - 10/2024 Investment Advisor Representative Curran Financial Partners 06/2021 - 03/2022 Financial Services Professional New York Life Insurance Company 09/2020 - 05/2021 Insurance Representative Farmers Insurance Group 10/2018 - 08/2020 E-Commerce Self-Employed 08/2016 - 05/2021 Full-Time Student Georgia State University Item 3: Disciplinary Information: There are no legal or disciplinary events that are material to a client’s or prospective client’s evaluation of this advisory business. Item 4: Other Business Activities: Kyle Ryan Conner is a licensed insurance agent. This activity creates a conflict of interest since there is an incentive to recommend insurance products based on commissions or other benefits received from the insurance company, rather than on the client’s needs. Additionally, the offer and sale of insurance products by supervised persons of BIGL are not made in their capacity as a fiduciary, and products are limited to only those offered by certain insurance providers. BIGL addresses this conflict of interest by requiring its supervised persons to act in the best interest of the client at all times, including when acting as an insurance agent. BIGL periodically reviews recommendations by its supervised persons to assess whether they are based on an objective evaluation of each client’s risk profile and investment objectives rather than on the receipt of any commissions or other benefits. BIGL will disclose in advance how it or its supervised persons are compensated and will disclose conflicts of interest involving any advice or service provided.  At no time will there be tying between business practices and/or services (a condition where a client or prospective client would be required to accept one product or service conditioned upon the selection of a second, distinctive tied product or service). No client is ever under any obligation to purchase any insurance product. Insurance products recommended by BIGL’s supervised persons may also be available from other providers on more favorable terms, and clients can purchase insurance products recommended through other unaffiliated insurance Agencies. Item 5: Additional Compensation: Kyle Ryan Conner does not receive any economic benefit from any person, company, or organization, other than Burgess Investment Group, LLC in exchange for providing clients services through Burgess Investment Group, LLC. Item 6: Supervision As the Chief Compliance Officer of Burgess Investment Group, LLC, John Obeck supervises all activities of the firm. Johnathan Brett Burgess’ contact information is on the cover page of this disclosure document. Kyle Ryan Conner adheres to applicable regulatory requirements, together with all policies and procedures outlined in the firm’s code of ethics and compliance manual. Item 7: Requirements For State Registered Advisers This disclosure is required by state securities authorities and is provided for your use in evaluating this investment advisor representative’s suitability. A. Kyle Ryan Conner has NOT been involved in any of the events listed below. 1. An award or otherwise being found liable in an arbitration claim alleging damages in excess of $2,500, involving any of the following: a) an investment or an investment-related business or activity; b) fraud, false statement(s), or omissions; c) theft, embezzlement, or other wrongful taking of property; d) bribery, forgery, counterfeiting, or extortion; or e) dishonest, unfair, or unethical practices. 2. An award or otherwise being found liable in a civil, self-regulatory organization, or administrative proceeding involving any of the following: a) an investment or an investment-related business or activity; b) fraud, false statement(s), or omissions; c) theft, embezzlement, or other wrongful taking of property; d) bribery, forgery, counterfeiting, or extortion; or e) dishonest, unfair, or unethical practices. B. Kyle Ryan Conner has NOT been the subject of a bankruptcy  This brochure supplement provides information about Matthew Hastings that supplements the Burgess Investment Group, LLC brochure. You should have received a copy of that brochure. Please contact Johnathan Brett Burgess if you did not receive Burgess Investment Group, LLC’s brochure or if you have any questions about the contents of this supplement. Additional information about Matthew Hastings is also available on the SEC’s website at www.adviserinfo.sec.gov. Burgess Investment Group, LLC Form ADV Part 2B – Individual Disclosure Brochure for Matthew Hastings Personal CRD Number: 6318054 Investment Adviser Representative Burgess Investment Group, LLC 632 S Main St. Greenville, SC 29601 864-920-3155 matt@bigmoneyretirement.com UPDATED: 8/10/2026  Item 2: Educational Background and Business Experience Name: Matthew Hastings Born: 1986 Educational Background and Professional Designations: Education: Bachelor of Science (BS) in Business Administration, Robert Morris University - 1999 Bachelor of Science (BS) in Business Administration, Robert Morris University - 2009 Chartered Retirement Planning Counselor (CRPC) designation – 2018 Wealth Management Certified Professional (WMCP) designation - 2023 Professional Designations: National Social Security Advisor (“NSSA”) Business Background: Business Background: 01/2024 - Present Investment Adviser Representative Burgess Investment Group, LLC 01/2024 - Present Investment Adviser Representative Burgess Investment Group, LLC 10/2020 – Present Part Owner Hastings Corner Farm and Garden, 10/2020 – Present Limited Partner LLC 16 Bittercrest, LLC 10/2020 – Present Limited Partner 03/2021 – 01/2024 Private Client Advisor 16 Bittercrest, LLC JP Morgan Securities, LLC 03/2021 – 01/2024 Private Client Advisor 03/2021 – 01/2024 Private Client Advisor JP Morgan Securities, LLC JP Morgan Chase Bank 03/2021 – 01/2024 Private Client Advisor 10/2014 – 03/2021 Financial Advisor JP Morgan Chase Bank Bank of America 10/2014 – 03/2021 Financial Advisor 03/2014 – 03/2021 Financial Advisor Bank of America Merrill Lynch, Pierce, Fenner & Smith Inc. 03/2014 – 03/2021 Financial Advisor  Merrill Lynch, Pierce, Fenner & Smith Inc. Item 3: Disciplinary Information There are no legal or disciplinary events that are material to a client’s or prospective client’s evaluation of this advisory business. Item 4: Other Business Activities Matthew Hastings is a licensed insurance agent. This activity creates a conflict of interest since there is an incentive to recommend insurance products based on commissions or other benefits received from the insurance company, rather than on the client’s needs. Additionally, the offer and sale of insurance products by supervised persons of BIGL are not made in their capacity as a fiduciary, and products are limited to only those offered by certain insurance providers. BIGL addresses this conflict of interest by requiring its supervised persons to act in the best interest of the client at all times, including when acting as an insurance agent. BIGL periodically reviews recommendations by its supervised persons to assess whether they are based on an objective evaluation of each client’s risk profile and investment objectives rather than on the receipt of any commissions or other benefits. BIGL will disclose in advance how it or its supervised persons are compensated and will disclose conflicts of interest involving any advice or service provided. At no time will there be tying between business practices and/or services (a condition where a client or prospective client would be required to accept one product or service conditioned upon the selection of a second, distinctive tied product or service). No client is ever under any obligation to purchase any insurance product. Insurance products recommended by BIGL’s supervised persons may also be available from other providers on more favorable terms, and clients can purchase insurance products recommended through other unaffiliated insurance agencies. Matthew Hastings is an Owner/Partner of 16 Bittercrest, LLC. It is a single family rental LLC that he owns and is a non investment related position. Item 5: Additional Compensation Matthew Hastings does not receive any economic benefit from any person, company, or organization, other than Burgess Investment Group, LLC in exchange for providing clients services through Burgess Investment Group, LLC. Item 6: Supervision As the Chief Compliance Officer of Burgess Investment Group, LLC, John Obeck supervises all activities of the firm. Matthew Hastings adheres to applicable regulatory requirements, together with all policies and procedures outlined in the firm’s code of ethics and compliance manual. Item 7: Requirements For State Registered Advisers This disclosure is required by state securities authorities and is provided for your use in evaluating this investment advisor representative’s suitability. A . Matthew Hastings has NOT been involved in any of the events listed below. 1. An award or otherwise being found liable in an arbitration claim alleging damages in excess of $2,500, involving any of the following:  a) an investment or an investment-related business or activity; b) fraud, false statement(s), or omissions; c) theft, embezzlement, or other wrongful taking of property; d) bribery, forgery, counterfeiting, or extortion; or e) dishonest, unfair, or unethical practices. 2. An award or otherwise being found liable in a civil, self-regulatory organization, or administrative proceeding involving any of the following: a) an investment or an investment-related business or activity; b) fraud, false statement(s), or omissions; c) theft, embezzlement, or other wrongful taking of property; d) bribery, forgery, counterfeiting, or extortion; or e) dishonest, unfair, or unethical practices. B. Matthew Hastings has NOT been the subject of a bankruptcy.  This brochure supplement provides information about Edward Louis Heiser that supplements the Burgess Investment Group, LLC brochure. You should have received a copy of that brochure. Please contact Johnathan Brett Burgess if you did not receive Burgess Investment Group, LLC’s brochure or if you have any questions about the contents of this supplement. Additional information about Edward Louis Heiser is also available on the SEC’s website at www.adviserinfo.sec.gov. Burgess Investment Group, LLC Form ADV Part 2B – Individual Disclosure Brochure for Edward Louis Heiser Personal CRD Number: 3258562 Investment Adviser Representative Burgess Investment Group, LLC 632 S Main St. Greenville, SC 29601 864-920-3155 teddy@bigmoneyretirement.com UPDATED: 8/10/2026  Item 2: Educational Background and Business Experience Name: Edward Louis Heiser Born: 1991 Educational Background and Professional Designations: Education: Bachelor Degree in Business Administration, Erskine College - 2014 Business Background: 05/2024 - Present Investment Advisor Representative Burgess Investment Group, LLC 06/2023 – 05/2024 Registered Representative Mutual of Omaha Investor Services 10/2022 – 05/2024 Insurance Agent Mutual of Omaha Insurance Company 07/2018 – 09/2022 Assistant Store Manager GBS Building Supply 05/2017 – 07/2018 Moving Supervisor Tiger Moving 05/2017 – 07/2018 Assistant Baseball Coach Spartanburg Methodist College 08/2014 – 05/2017 Financial Aid Consultant/Assistant Baseball Coach Erskine College 08/2012 – 05/2014 Student Erskine College Item 3: Disciplinary Information There are no legal or disciplinary events that are material to a client’s or prospective client’s evaluation of this advisory business. Item 4: Other Business Activities Edward Louis Heiser is a licensed insurance agent. This activity creates a conflict of interest since there is an incentive to recommend insurance products based on commissions or other benefits received from the insurance company, rather than on the client’s needs. Additionally, the offer and sale of insurance products by supervised persons of BIGL are not made in their capacity as a fiduciary, and products are limited to only those offered by certain insurance providers. BIGL addresses this conflict of interest by requiring its supervised persons to act in the best interest of the client at all times, including when acting as an insurance agent. BIGL periodically reviews recommendations by its supervised persons to assess whether they are based on an objective evaluation of each client’s risk profile and investment objectives rather  than on the receipt of any commissions or other benefits. BIGL will disclose in advance how it or its supervised persons are compensated and will disclose conflicts of interest involving any advice or service provided. At no time will there be tying between business practices and/or services (a condition where a client or prospective client would be required to accept one product or service conditioned upon the selection of a second, distinctive tied product or service). No client is ever under any obligation to purchase any insurance product. Insurance products recommended by BIGL’s supervised persons may also be available from other providers on more favorable terms, and clients can purchase insurance products recommended through other unaffiliated insurance agencies. Item 5: Additional Compensation Edward Louis Heiser does not receive any economic benefit from any person, company, or organization, other than Burgess Investment Group, LLC in exchange for providing clients services through Burgess Investment Group, LLC. Item 6: Supervision As the Chief Compliance Officer of Burgess Investment Group, LLC, John Obeck supervises all activities of the firm, inclusive of Edward Louis Heiser. Edward Louis Heiser adheres to applicable regulatory requirements, together with all policies and procedures outlined in the firm’s code of ethics and compliance manual. Item 7: Requirements For State Registered Advisers This disclosure is required by state securities authorities and is provided for your use in evaluating this investment advisor representative’s suitability. A . Edward Louis Heiser has NOT been involved in any of the events listed below. 1. An award or otherwise being found liable in an arbitration claim alleging damages in excess of $2,500, involving any of the following: a) an investment or an investment-related business or activity; b) fraud, false statement(s), or omissions; c) theft, embezzlement, or other wrongful taking of property; d) bribery, forgery, counterfeiting, or extortion; or e) dishonest, unfair, or unethical practices. 2. An award or otherwise being found liable in a civil, self-regulatory organization, or administrative proceeding involving any of the following: a) an investment or an investment-related business or activity; b) fraud, false statement(s), or omissions; c) theft, embezzlement, or other wrongful taking of property; d) bribery, forgery, counterfeiting, or extortion; or e) dishonest, unfair, or unethical practices. Edward Louis Heiser has NOT been the subject of a bankruptcy.  This brochure supplement provides information about Luke Maloney-Grimes that supplements the Burgess Investment Group, LLC brochure. You should have received a copy of that brochure. Please contact Johnathan Brett Burgess if you did not receive Burgess Investment Group, LLC’s brochure or if you have any questions about the contents of this supplement. Additional information about Luke Maloney-Grimes is also available on the SEC’s website at www.adviserinfo.sec.gov. Burgess Investment Group, LLC Form ADV Part 2B – Individual Disclosure Brochure for Luke Maloney-Grimes Personal CRD Number: 7935959 Investment Adviser Representative Burgess Investment Group, LLC 632 S Main St. Greenville, SC 29601 864-920-3155 luke@bigmoneyretirement.com UPDATED: /10/2026  Item 2: Educational Background and Business Experience Name: Luke Maloney-Grimes Born: 1997 Educational Background and Professional Designations: Education: Bachelor of Business Administration (BBA) in Financial Economics, Middle Georgia State University - 2022 Professional Designations: National Social Security Advisor (“NSSA”) Business Background: 12/2023 - Present Associate Financial Analyst Burgess Investment Group, LLC 03/2023 – 08/2023 Maintenance Worker Backcountry, Inc. 03/2023 – 08/2023 Associate Wealth Advisor Jarden Management, Ltd. 12/2019 – 08/2022 Student Middle Georgia State University 08/2019 – 11/2019 Maintenance Worker Backcountry, Inc. 12/2016 – 07/2019 International Sabbatical N/A 01/2015 – 11/2016 Cinema Sales Associate Event Cinemas 04/2016 – 08/2016 Camp Counselor Backcountry, Inc. 01/2014 – 03/2016 Student N/A Item 3: Disciplinary Information There are no legal or disciplinary events that are material to a client’s or prospective client’s evaluation of this advisory business.  Item 4: Other Business Activities Luke Maloney-Grimes is a licensed insurance agent. This activity creates a conflict of interest since there is an incentive to recommend insurance products based on commissions or other benefits received from the insurance company, rather than on the client’s needs. Additionally, the offer and sale of insurance products by supervised persons of BIGL are not made in their capacity as a fiduciary, and products are limited to only those offered by certain insurance providers. BIGL addresses this conflict of interest by requiring its supervised persons to act in the best interest of the client at all times, including when acting as an insurance agent. BIGL periodically reviews recommendations by its supervised persons to assess whether they are based on an objective evaluation of each client’s risk profile and investment objectives rather than on the receipt of any commissions or other benefits. BIGL will disclose in advance how it or its supervised persons are compensated and will disclose conflicts of interest involving any advice or service provided. At no time will there be tying between business practices and/or services (a condition where a client or prospective client would be required to accept one product or service conditioned upon the selection of a second, distinctive tied product or service). No client is ever under any obligation to purchase any insurance product. Insurance products recommended by BIGL’s supervised persons may also be available from other providers on more favorable terms, and clients can purchase insurance products recommended through other unaffiliated insurance agencies. Item 5: Additional Compensation Luke Maloney-Grimes does not receive any economic benefit from any person, company, or organization, other than Burgess Investment Group, LLC in exchange for providing clients services through Burgess Investment Group, LLC. Item 6: Supervision As the Chief Compliance Officer of Burgess Investment Group, LLC, John Obeck supervises all activities of the firm. Luke Maloney-Grimes adheres to applicable regulatory requirements, together with all policies and procedures outlined in the firm’s code of ethics and compliance manual. Item 7: Requirements For State Registered Advisers This disclosure is required by state securities authorities and is provided for your use in evaluating this investment advisor representative’s suitability. A . Luke Maloney-Grimes has NOT been involved in any of the events listed below. 1. An award or otherwise being found liable in an arbitration claim alleging damages in excess of $2,500, involving any of the following: a) an investment or an investment-related business or activity; b) fraud, false statement(s), or omissions; c) theft, embezzlement, or other wrongful taking of property; d) bribery, forgery, counterfeiting, or extortion; or e) dishonest, unfair, or unethical practices. 2. An award or otherwise being found liable in a civil, self-regulatory organization, or administrative proceeding involving any of the following: a) an investment or an investment-related business or activity; b) fraud, false statement(s), or omissions;  c) theft, embezzlement, or other wrongful taking of property; d) bribery, forgery, counterfeiting, or extortion; or e) dishonest, unfair, or unethical practices. B. Luke Maloney-Grimes has NOT been the subject of a bankruptcy.  This brochure supplement provides information about Tyler Decker that supplements the Burgess Investment Group, LLC brochure. You should have received a copy of that brochure. Please contact Johnathan Brett Burgess if you did not receive Burgess Investment Group, LLC’s brochure or if you have any questions about the contents of this supplement. Additional information about Tyler Decker is also available on the SEC’s website at www.adviserinfo.sec.gov. Burgess Investment Group, LLC Form ADV Part 2B – Individual Disclosure Brochure for Tyler Decker Personal CRD Number: 6978151 Investment Adviser Representative Burgess Investment Group, LLC 632 S Main St. Greenville, SC 29601 864-920-3155 tyler@bigmoneyretirement.com UPDATED: 8/10/2026  Item 2: Educational Background and Business Experience Name: Tyler Decker Born: 1984 Educational Background and Professional Designations: Education: Bachelor’s Degree in Finance/Economics, Grand Canyon University - 2018 Professional Designations: National Social Security Advisor (“NSSA”) Business Background: 09/2024 - Present Financial Advisor Burgess Investment Group, LLC 06/2022 – 09/2024 Associate Private Client Relationship Manager TD PCW 09/2021 – 09/2022 Personal Financial Advisor TD 06/2021 – 10/2021 Premier Banker Wells Fargo 11/2019 – 06/2021 Relationship Banker Wells Fargo 07/2018 – 11/2019 Financial Advisor First Command Financial Services, Inc. 09/2009 – 01/2018 EOD Sargeant United States Army Item 3: Disciplinary Information There are no legal or disciplinary events that are material to a client’s or prospective client’s evaluation of this advisory business. Item 4: Other Business Activities Tyler Decker is a licensed insurance agent. This activity creates a conflict of interest since there is an incentive to recommend insurance products based on commissions or other benefits received from the insurance company, rather than on the client’s needs. Additionally, the offer and sale of insurance products by supervised persons of BIGL are not made in their capacity as a fiduciary, and products are limited to only those offered by certain insurance providers. BIGL addresses this conflict of interest by requiring its supervised persons to act in the best interest of the client at all times, including when acting as an insurance agent. BIGL periodically reviews  recommendations by its supervised persons to assess whether they are based on an objective evaluation of each client’s risk profile and investment objectives rather than on the receipt of any commissions or other benefits. BIGL will disclose in advance how it or its supervised persons are compensated and will disclose conflicts of interest involving any advice or service provided. At no time will there be tying between business practices and/or services (a condition where a client or prospective client would be required to accept one product or service conditioned upon the selection of a second, distinctive tied product or service). No client is ever under any obligation to purchase any insurance product. Insurance products recommended by BIGL’s supervised persons may also be available from other providers on more favorable terms, and clients can purchase insurance products recommended through other unaffiliated insurance agencies. Item 5: Additional Compensation Tyler Decker does not receive any economic benefit from any person, company, or organization, other than Burgess Investment Group, LLC in exchange for providing clients services through Burgess Investment Group, LLC. Item 6: Supervision As the Chief Compliance Officer of Burgess Investment Group, LLC, John Obeck supervises all activities of the firm. Tyler Decker adheres to applicable regulatory requirements, together with all policies and procedures outlined in the firm’s code of ethics and compliance manual. Item 7: Requirements For State Registered Advisers This disclosure is required by state securities authorities and is provided for your use in evaluating this investment advisor representative’s suitability. A . Tyler Decker has NOT been involved in any of the events listed below. 1. An award or otherwise being found liable in an arbitration claim alleging damages in excess of $2,500, involving any of the following: a) an investment or an investment-related business or activity; b) fraud, false statement(s), or omissions; c) theft, embezzlement, or other wrongful taking of property; d) bribery, forgery, counterfeiting, or extortion; or e) dishonest, unfair, or unethical practices. 2. An award or otherwise being found liable in a civil, self-regulatory organization, or administrative proceeding involving any of the following: a) an investment or an investment-related business or activity; b) fraud, false statement(s), or omissions; c) theft, embezzlement, or other wrongful taking of property; d) bribery, forgery, counterfeiting, or extortion; or e) dishonest, unfair, or unethical practices. B. Tyler Decker has NOT been the subject of a bankruptcy.  This brochure supplement provides information about Elizabeth Faith Mungo that supplements the Burgess Investment Group, LLC brochure. You should have received a copy of that brochure. Please contact Johnathan Burgess if you did not receive Burgess Investment Group, LLC’s brochure or if you have any questions about the contents of this supplement. Additional information about Elizabeth Faith Mungo is also available on the SEC’s website at www.adviserinfo.sec.gov. Burgess Investment Group, LLC Form ADV Part 2B – Individual Disclosure Brochure for Elizabeth Faith Mungo Personal CRD Number: 8128166I Investment Adviser Representative Burgess Investment Group, LLC 632 S. Main St. Greenville, SC 29601 864-920-3155 elizabeth@bigmoneyretirement.com UPDATED: 8/10/2026  Item 2: Educational Background and Business Experience Name: Elizabeth Faith Mungo Born: 2002 Educational Background and Professional Designations: Education: Finance, Marketing, Business Management & Entrepreneurship, University of South Carolina - 2025 Business Background: Burgess Investment Group, LLC 06/2025 - Present 08/2024 – Sales Associate McIntosh Cottage, LLC 05/2025 01/2024 – 05/2025 Sales Associate Turner & Moss Curated Good Registered Investment Adviser 08/2021 – 05/2025 Full-Time College Student University of South Carolina 05/2024 - 08/2024 Intern Big Money Retirement 09/2019 – 08/2022 Sales Associate Emily Austin Inc. 08/2017 – 08/2021 Riverside High School Full-Time High School Student 06/2015 – 08/2017 Riverside Middle School Middle School Student Item 3: Disciplinary Information There are no legal or disciplinary events that are material to a client’s or prospective client’s evaluation of this advisory business. Item 4: Other Business Activities Elizabeth Faith Mungo is an Art Business Owner and she operates business 10-20 hours and does not operate during trading hours.  Item 5: Additional Compensation Elizabeth Faith Mungo does not receive any economic benefit from any person, company, or organization, other than Burgess Investment Group, LLC in exchange for providing clients services through Burgess Investment Group, LLC. Item 6: Supervision John Obeck, Chief Compliance Officer, supervises Elizabeth Mungo’s activities and the fiduciary activities of the firm’s investment adviser representatives. In order to maintain the firm’s level-fee fiduciary status and compliance with the firm’s Code of Ethics, the Chief Compliance Officer will ensure that the Impartial Conduct Standards are adhered to, and all necessary prohibited transaction exemption requirements are satisfied. Please contact the Chief Compliance Officer if you have any questions at (864) 920-3155. Item 7: Requirements For State Registered Advisers This disclosure is required by state securities authorities and is provided for your use in evaluating this investment advisor representative’s suitability. A . Elizabeth Faith Mungo has NOT been involved in any of the events listed below. 1. An award or otherwise being found liable in an arbitration claim alleging damages in excess of $2,500, involving any of the following: a) an investment or an investment-related business or activity; b) fraud, false statement(s), or omissions; c) theft, embezzlement, or other wrongful taking of property; d) bribery, forgery, counterfeiting, or extortion; or e) dishonest, unfair, or unethical practices. 2. An award or otherwise being found liable in a civil, self-regulatory organization, or administrative proceeding involving any of the following: a) an investment or an investment-related business or activity; b) fraud, false statement(s), or omissions; c) theft, embezzlement, or other wrongful taking of property; d) bribery, forgery, counterfeiting, or extortion; or e) dishonest, unfair, or unethical practices. B. Elizabeth Faith Mungo has NOT been the subject of a bankruptcy.  This brochure supplement provides information about Alan Yahir Pedraza that supplements the Burgess Investment Group, LLC brochure. You should have received a copy of that brochure. Please contact Alan Yahir Pedraza if you did not receive Burgess Investment Group, LLC’s brochure or if you have any questions about the contents of this supplement. Additional information about Alan Yahir Pedraza is also available on the SEC’s website at www.adviserinfo.sec.gov. Burgess Investment Group, LLC Form ADV Part 2B – Individual Disclosure Brochure for Alan Yahir Pedraza Personal CRD Number: 8245360 Investment Adviser Representative Burgess Investment Group, LLC 632 S. Main St. Greenville, SC 29601 864-920-3155 ap@bigmoneyretirement.co m UPDATED: 8/10/2026  Item 2: Educational Background & Business Experience Name: Alan Yahir Pedraza Born: 2002 Educational Background and Professional Designations: Education: Bachelor of Science (BS) Financial Management, Clemson University - 2025 Business Background: 02/2026 - Present Investment Advisor Representative Burgess Investment Group, LLC 06/2025 - 02/2026 Associate Paraplanner Big Money Retirement Solutions 08/2024 - 06/2025 Intern Big Money Retirement Solutions 08/2021 - 05/2025 Full-Time College Student Clemson University 10/2022 - 05/2024 Part -Time Customer Service Associate Lowe’s Companies, INC. 08/2017 - 05/2021 Full-Time Student Ware Shoals High School 08/2013 - 05/2017 Full-Time Student Ware Shoals Middle School Item 3: Disciplinary Information: There are no legal or disciplinary events that are material to a client’s or prospective client’s evaluation of this advisory business. Item 4: Other Business Activities: Alan Yahir Pedraza is a licensed insurance agent. This activity creates a conflict of interest since there is an incentive to recommend insurance products based on commissions or other benefits received from the insurance company, rather than on the client’s needs. Additionally, the offer and sale of insurance products by supervised persons of BIGL are not made in their capacity as a fiduciary, and products are limited to only those offered by certain insurance providers. BIGL addresses this conflict of interest by requiring its supervised persons to act in the best interest of the client at all times, including when acting as an insurance agent. BIGL periodically reviews recommendations by its supervised persons to assess whether they are based on an objective evaluation of each client’s risk profile and investment objectives rather than on the receipt of any commissions or other benefits. BIGL will disclose in advance how it or its supervised persons are compensated and will disclose conflicts of interest involving any advice or service provided. At no time will there be tying between business practices and/or services (a condition where a client or prospective client would be required to accept one product or service conditioned upon  the selection of a second, distinctive tied product or service). No client is ever under any obligation to purchase any insurance product. Insurance products recommended by BIGL’s supervised persons may also be available from other providers on more favorable terms, and clients can purchase insurance products recommended through other unaffiliated insurance agencies. Item 5: Additional Compensation: Alan Yahir Pedraza does not receive any economic benefit from any person, company, or organization, other than Burgess Investment Group, LLC in exchange for providing clients services through Burgess Investment Group, LLC. Item 6: Supervision As the Chief Compliance Officer of Burgess Investment Group, LLC, John Obeck supervises all activities of the firm. Johnathan Brett Burgess’ contact information is on the cover page of this disclosure document. Alan Yahir Pedraza adheres to applicable regulatory requirements, together with all policies and procedures outlined in the firm’s code of ethics and compliance manual. Item 7: Requirements For State Registered Advisers This disclosure is required by state securities authorities and is provided for your use in evaluating this investment advisor representative’s suitability. A. Alan Yahir Peraza has NOT been involved in any of the events listed below. 1. An award or otherwise being found liable in an arbitration claim alleging damages in excess of $2,500, involving any of the following: a) an investment or an investment-related business or activity; b) fraud, false statement(s), or omissions; c) theft, embezzlement, or other wrongful taking of property; d) bribery, forgery, counterfeiting, or extortion; or e) dishonest, unfair, or unethical practices. 2. An award or otherwise being found liable in a civil, self-regulatory organization, or administrative proceeding involving any of the following: a) an investment or an investment-related business or activity; b) fraud, false statement(s), or omissions; c) theft, embezzlement, or other wrongful taking of property; d) bribery, forgery, counterfeiting, or extortion; or e) dishonest, unfair, or unethical practices. B. Alan Yahir Pedraza has NOT been the subject of a bankruptcy  This brochure supplement provides information about Charles Fox that supplements the Burgess Investment Group, LLC brochure. You should have received a copy of that brochure. Please contact Johnathan Brett Burgess if you did not receive Burgess Investment Group, LLC's brochure or if you have any questions about the contents of this supplement. Additional information about Charles Fox is also available on the SEC's website at www.adviserinfo.sec.gov. Burgess Investment Group, LLC Form ADV Part 2B – Individual Disclosure Brochure for Charles Fox Personal CRD Number: 6245285 Investment Adviser Representative Burgess Investment Group, LLC 632 S Main St. Greenville, SC 29601 864-920-3155 charlie.fox@bigmoneyretirement.com UPDATED: 8/10/2026  Item 2: Educational Background & Business Experience Name: Charles Fox Born: 1987 Educational Background and Professional Designations: Education: Bachelor of Arts (BA) Liberal Arts, Ohio University - 2010 Certified Financial Planner - 2017 Business Background: 07/2026 - Present Lead Advisor Burgess Investment Group, LLC 02/2026 – 05/2026 Lead Advisor Three Bridges Wealth Management 02/2020 – 12/2025 Financial Consultant Fidelity Investments 08/2019 – 02/2020 Financial Advisor MassMutual & Edelman Financials 06/2015 – 07/2019 Financial Advisor The Vanguard Group 10/2013 – 02/2015 Financial Advisor Edward Jones Item 3: Disciplinary Information: There are no legal or disciplinary events that are material to a client's or prospective client's evaluation of this advisory business. Item 4: Other Business Activities: No current Outside Business Activities. Item 5: Additional Compensation: Charles Fox does not receive any economic benefit from any person, company, or organization, other than Burgess Investment Group, LLC in exchange for providing clients services through Burgess Investment Group, LLC. Item 6: Supervision As the Chief Compliance Officer of Burgess Investment Group, LLC, John Obeck supervises all activities of the firm. Charles Fox adheres to applicable regulatory requirements, together with all policies and procedures outlined in the firm's code of ethics and compliance manual. Item 7: Requirements For State Registered Advisers This disclosure is required by state securities authorities and is provided for your use in evaluating this investment advisor representative's suitability. A. Charles Fox has NOT been involved in any of the events listed below. 1. An award or otherwise being found liable in an arbitration claim alleging damages in excess of $2,500, involving any of the following: a) an investment or an investment-related business or activity;  b) fraud, false statement(s), or omissions; c) theft, embezzlement, or other wrongful taking of property; d) bribery, forgery, counterfeiting, or extortion; or e) dishonest, unfair, or unethical practices. 2. An award or otherwise being found liable in a civil, self-regulatory organization, or administrative proceeding involving any of the following: a) an investment or an investment-related business or activity; b) fraud, false statement(s), or omissions; c) theft, embezzlement, or other wrongful taking of property; d) bribery, forgery, counterfeiting, or extortion; or e) dishonest, unfair, or unethical practices. B. Charles Fox has NOT been the subject of a bankruptcy.  This brochure supplement provides information about James R Jaynes III that supplements the Burgess Investment Group, LLC brochure. You should have received a copy of that brochure. Please contact Johnathan Brett Burgess if you did not receive Burgess Investment Group, LLC’s brochure or if you have any questions about the contents of this supplement. Additional information about James R Jaynes III is also available on the SEC’s website at www.adviserinfo.sec.gov. Burgess Investment Group, LLC Form ADV Part 2B – Individual Disclosure Brochure for James Rush Jaynes III Personal CRD Number: 7804770 Investment Adviser Representative Burgess Investment Group, LLC 632 S Main St. Greenville, SC 29601 864-920-3155 trey.jaynes@bigmoneyretirement.com UPDATED: 8/10/2026  Item 2: Educational Background and Business Experience Name: James Rush Jaynes III Born: 1990 Educational Background and Professional Designations: Education: Bachelor Degree in Biochemistry Molecular and Cellular Biology, The University of Tennessee - 2012 Business Background: 08/2026 - Present Investment Advisor Representative Burgess Investment Group, LLC 09/2024 – 08/2026 Agent - AGIA 08/2024 – 08/2026 Registered Representative Valic Financial Advisors, Inc 09/2023 – 04/2024 Registered Representative Northwestern Mutual Investment Services LLC 09/2023 – 04/2024 Agent Northwestern Mutual Life Insurance Company 11/2021 – 07/2022 Account Manager Climb Credit 11/2020 – 10/2021 Customer Success Manager UBERDOC 04/2020 - 08/2024 Delivery Instacart 09/2018 – 08/2020 Director of Sales QuickrCare 08/2017 – 09/2018 Universal Banker First Tennessee Bank 11/2016 – 08/2017 Keyholder PetSense 08/2013 – 05/2015 Student Debusk College of Medicine Item 3: Disciplinary Information  There are no legal or disciplinary events that are material to a client’s or prospective client’s evaluation of this advisory business. Item 4: Other Business Activities James R Jaynes III is a licensed insurance agent. This activity creates a conflict of interest since there is an incentive to recommend insurance products based on commissions or other benefits received from the insurance company, rather than on the client’s needs. Additionally, the offer and sale of insurance products by supervised persons of BIGL are not made in their capacity as a fiduciary, and products are limited to only those offered by certain insurance providers. BIGL addresses this conflict of interest by requiring its supervised persons to act in the best interest of the client at all times, including when acting as an insurance agent. BIGL periodically reviews recommendations by its supervised persons to assess whether they are based on an objective evaluation of each client’s risk profile and investment objectives rather than on the receipt of any commissions or other benefits. BIGL will disclose in advance how it or its supervised persons are compensated and will disclose conflicts of interest involving any advice or service provided. At no time will there be tying between business practices and/or services (a condition where a client or prospective client would be required to accept one product or service conditioned upon the selection of a second, distinctive tied product or service). No client is ever under any obligation to purchase any insurance product. Insurance products recommended by BIGL’s supervised persons may also be available from other providers on more favorable terms, and clients can purchase insurance products recommended through other unaffiliated insurance agencies. Item 5: Additional Compensation James R Jaynes III does not receive any economic benefit from any person, company, or organization, other than Burgess Investment Group, LLC in exchange for providing clients services through Burgess Investment Group, LLC. Item 6: Supervision As the Chief Compliance Officer of Burgess Investment Group, LLC, John Obeck supervises all activities of the firm, inclusive of James R Jaynes III. James R Jaynes III adheres to applicable regulatory requirements, together with all policies and procedures outlined in the firm’s code of ethics and compliance manual. Item 7: Requirements For State Registered Advisers This disclosure is required by state securities authorities and is provided for your use in evaluating this investment advisor representative’s suitability. A . James R Jaynes III has NOT been involved in any of the events listed below. 1. An award or otherwise being found liable in an arbitration claim alleging damages in excess of $2,500, involving any of the following: a) an investment or an investment-related business or activity; b) fraud, false statement(s), or omissions; c) theft, embezzlement, or other wrongful taking of property; d) bribery, forgery, counterfeiting, or extortion; or  e) dishonest, unfair, or unethical practices. 2. An award or otherwise being found liable in a civil, self-regulatory organization, or administrative proceeding involving any of the following: a) an investment or an investment-related business or activity; b) fraud, false statement(s), or omissions; c) theft, embezzlement, or other wrongful taking of property; d) bribery, forgery, counterfeiting, or extortion; or e) dishonest, unfair, or unethical practices. B. James R Jaynes III has NOT been the subject of a bankruptcy.