PETERSEN HASTINGS WEALTH ADVISORS, INC.

Petersen Hastings Wealth Advisors, Inc. ADV Part 2A Brochure Item 1 – Cover Page Petersen Hastings Wealth Advisors, Inc. 8203 West Quinault Avenue, Suite 101 Kennewick, WA 99336 (509) 735-0484 www.PetersenHastings.com September 16, 2025 This Brochure provides information about the qualifications and business practices of Petersen Hastings Wealth Advisors, Inc. “Petersen Hastings.” If you have any questions about the contents of this Brochure, please contact us at (509) 735-0484 and/or Info@PetersenHastings.com. The information in this Brochure has not been approved or verified by the United States Securities and Exchange Commission (“SEC”) or by any state securities authority. Petersen Hastings registered with the SEC as an investment adviser. Registration of an investment adviser does not imply any level of skill or training. The oral and written communications we provide is for you to determine whether to hire or retain Petersen Hastings as your investment adviser. information about Petersen Hastings also is available on the SEC’s website at Additional www.adviserinfo.sec.gov.  Petersen Hastings Wealth Advisors, Inc. ADV Part 2A Brochure Item 2 – Material Changes This Brochure is required to be updated at least annually or sooner when material changes to our business take place. In this regard, each year we will deliver to you, by no later than April 30th, either (i) a free updated Brochure that includes a summary of material changes to our business, or (ii) a summary of material changes accompanied by our offer to provide a free copy of our updated Brochure and directions regarding how you may obtain it. There have been no material changes to this Brochure since the March 27, 2025 ADV annual update filing. Although not material, the following changes have been incorporated into this Brochure since the last annual update filing: • Item 2 has been amended to reflect the appointment of Diane Gaines as Chief Compliance Officer. You may request a free copy of our updated Brochure by contacting Diane Gaines, Chief Compliance Officer at (509) 735-0484 or Info@PetersenHastings.com. This Brochure is also available on our web site www.PetersenHastings.com, free of charge. information about Petersen Hastings is available via the SEC’s web Additional site www.adviserinfo.sec.gov. The SEC’s web site also provides information about any persons affiliated with Petersen Hastings who are registered as investment adviser representatives of our firm. 2  Petersen Hastings Wealth Advisors, Inc. ADV Part 2A Brochure Item 3 – Table of Contents Item 1 – Cover Page ........................................................................................................................ 1 Item 2 – Material Changes .............................................................................................................. 2 Item 3 – Table of Contents .............................................................................................................. 3 Item 4 – Advisory Business ............................................................................................................. 4 Item 5 – Fees and Compensation ................................................................................................... 4 Item 6 – Performance-Based Fees and Side-By-Side Management ............................................... 7 Item 7 – Types of Clients ................................................................................................................. 7 Item 8 – Methods of Analysis, Investment Strategies and Risk of Loss.......................................... 7 Item 9 – Disciplinary Information ................................................................................................. 10 Item 10 – Other Financial Industry Activities and Affiliations ...................................................... 10 Item 11 – Code of Ethics ............................................................................................................... 10 Item 12 – Brokerage Practices ...................................................................................................... 11 Item 13 – Review of Accounts ...................................................................................................... 13 Item 14 – Client Referrals and Other Compensation ................................................................... 14 Item 15 – Custody ......................................................................................................................... 14 Item 16 – Investment Discretion .................................................................................................. 15 Item 17 – Voting Client Securities ................................................................................................. 15 Item 18 – Financial Information .................................................................................................... 15 3  Petersen Hastings Wealth Advisors, Inc. ADV Part 2A Brochure Item 4 – Advisory Business Firm Description Petersen Hastings Wealth Advisors, Inc. (“Petersen Hastings,” “we,” “us,” “our”) was incorporated in 1962. We began managing investments for Qualified Retirement Plans in 1976 and registered with the SEC as an investment adviser in 1983. Principal Owners Petersen Hastings does not have any “principal owners” as that term is defined for the purposes of this Brochure, which would be an individual or entity owning 25% or more of the company. However, Petersen Hastings employs all of its owners, who are as follows: Scott A. Sarber, Blaine A. Carr, Matthew J. Petersen, Matthew L. Neff, Josh J. Chittenden, Diane E. Gaines, Donna J. Yakawich, and Cory Briggs. Types of Advisory Services Petersen Hastings provides investment management services on a fee-only discretionary basis to individuals, pension and profit-sharing plans, trusts, charitable organizations, and other institutions. In addition to investment management, we offer investment consultation, financial planning, retirement plan consulting services, and trust administration services. investment portfolio recommendations by taking into account your personal We develop personalized circumstances, long-term goals, assets, financial objectives, time horizon, and risk tolerance. When we select investments for your portfolio, safety of principal and an adequate return are important considerations, in addition to transaction fees, expense ratios, management style, and investment philosophy of the investment. Clients may impose reasonable restrictions on the management of their accounts. For early investors or clients who do not have at least $50,000 in assets designated for management, we offer “Managed Accounts Without Financial Planning” for customized investment management services through a digital platform. For participant-directed retirement plans, we can also be engaged to assist with the selection of an investment lineup, qualified default investment alternative options, the preparation or maintenance of the plan’s investment policy statement, and the provision of personalized advice to plan participants. We can also make risk-based investment models available for participant allocation, which are comprised of various investment managers and vehicles and are managed by us on a discretionary basis. The specific scope of services to be provided will be agreed upon with the plan sponsor prior to the commencement of services. Retirement plan services are provided in our capacity as a fiduciary (as defined under Section 3(21) of the Employee Retirement Income Security Act of 1974, as amended (“ERISA”)) and/or investment manager (as defined under Section 3(38) of ERISA), as indicated in our agreement with the plan. Assets Under Management As of December 31, 2024, Petersen Hastings had $1,278,121,352 in client assets under management on a discretionary basis. Item 5 – Fees and Compensation The specific manner in which fees are assessed is established in our Investment Advisory Agreement with you. Fee Schedule Petersen Hastings provides investment management services, according to the following account categories, for a fee calculated as a percentage of account assets under management. 4  Petersen Hastings Wealth Advisors, Inc. ADV Part 2A Brochure Managed Accounts with Financial Planning Portfolio Value Quarterly Rate 0.3000% Annualized Rate 1.20% First $500,000 Next $1,500,000 0.2000% 0.80% Next $3,000,000 0.1500% 0.60% Managed Accounts with Financial Planning (continued) Portfolio Value Quarterly Rate Annualized Rate Next $15,000,000 0.1000% 0.40% Next $30,000,000 0.0750% 0.30% Above $50,000,000 0.0500% 0.20% Minimum Fee $500.00 $2,000.00 Managed Accounts without Financial Planning Portfolio Value Above $5.00 Monthly Rate 0.0417% Annualized Rate 0.50% Minimum Fee $1.00 $12.00 Retirement Plan and Charitable Foundation Accounts Portfolio Value First $5,000,000 Quarterly Rate 0.2000% Annualized Rate 0.80% Next $5,000,000 0.1000% 0.40% Next $40,000,000 0.0750% 0.30% Next $50,000,000 0.0500% 0.20% Above $100,000,000 0.0375% 0.15% Minimum Fee $250.00 $1,000.00 Hourly Rates Periodically, for advisory situations when time and resources cannot be clearly determined upfront, an hourly fee arrangement may be available. The hourly rates are $250 for advisors and $100 for staff. Hourly charges will continue only for necessary work beyond the initial notification date. Sub-Contractors We contract with BAM Advisor Services, LLC ("BAM") to provide sub-advisory services to certain clients' fixed income accounts. Sub-advisory services provided by BAM include portfolio monitoring and trading services for fixed income accounts and client web-assistance services. The sub-advisory fee charged by BAM is in addition to our fee. BAM’s fee (not exceeding an annualized 0.20%) is based on the market value of the portion of the client's account(s) monitored by BAM. Fee Billing 5  Petersen Hastings Wealth Advisors, Inc. ADV Part 2A Brochure Our investment fees typically are based upon market values of all managed assets in your account(s) on the last day of each calendar month (for Managed Accounts without Financial Planning) or quarter (for all other accounts). Fees are billed monthly or quarterly, as applicable, and payable in advance for the applicable time period of services rendered. Management fees shall not be pro-rated for each capital contribution and withdrawal made during the applicable calendar month or quarter. You may elect to have our fees billed directly or authorize us to directly debit this fee from your account(s). If there is no ready market for an asset that is under our management, rendering it illiquid, then said asset with be excluded from our management fee. By excluding this asset from our management fee, the assigned value will be reliant on the issuer. Clients will receive a statement from their custodian at least quarterly indicating all transactions in their accounts, including the deduction of our advisory fee. Clients are encouraged to carefully review the advisory fee deducted from their accounts, as the custodian will not, and to report any issues promptly. Our fees may be negotiated in certain circumstances. Other Fees Broker-dealers / custodians charge transaction fees for executing certain securities transactions according to their fee schedule and they or their affiliated or unaffiliated custodians may impose additional charges for custodial services and other fees associated with maintaining the client’s account. The amount of the commissions, transaction fees and custodial fees may vary depending upon the following factors: the broker-dealer/custodian utilized; the amount of assets under management or custodied; the type of asset (e.g., equity, ETF, mutual fund, fixed income product); and whether clients receive their account statements electronically or by hard copy. Our fees are exclusive of brokerage commissions, transaction fees, and other investment related costs and expenses. Some of these additional costs are described below. Please contact us for information about specific fee amounts charged by the financial institutions listed below. LPL Financial – Beginning January 1, 2026 or later LPL Financial charges Petersen Hastings’ clients a quarterly “Custody Platform Fee” that is based on quarter end balances for that prior quarter. This Custody Platform fee compensates LPL Financial for all applicable transaction, maintenance, conversion, technology, service, and other applicable custodial fees. However, clients will still incur fees on a per-transaction basis for the following specific, and commonly unanticipated items that are assessed according to LPL Financial’s fee schedule with the client: Alternative Assets, Physical Certificates, Restricted Securities, Corporate Actions, Overnight Mail, Legal Transfer, Outgoing Transfer, Stop Payment, Wire, IRA/QRP & 403b Termination, QRP & 403b Loan Processing, 990-T filing, 1099R for Pooled QRPs, or other fees from time to time, as applicable. Matrix Trust Company – Matrix Trust Company charges an annual asset based fee, subject to a minimum annual fee, to cover all mutual fund trades. This rate can be adjusted downward in some circumstances. Alerus Financial, N.A. – Alerus charges an annual asset based fee, subject to a minimum annual fee, to cover its services as a custodian and record keeper including mutual fund trading. This rate can be adjusted downward in some circumstances. Charles Schwab – Charges a percentage fee, with maximum, per mutual fund trade. For equity securities, Charles Schwab charges a flat fee per transaction. Charles Schwab Institutional funds trade at no cost. Bonds at Charles Schwab receive wholesale pricing if purchased through BAM and are subject to an additional “trade away” or “prime brokerage fee” if bond transactions for bonds custodied at Charles Schwab are executed through broker-dealers other than Charles Schwab on a per transaction basis. National Advisors Trust Company – National Advisors Trust Company charges an annual tiered asset-based fee. Additional transaction costs are charged to cover all mutual fund trades. You may also incur certain other charges imposed by custodians, brokers, third party investments and other third parties, including managerial fees, custodial fees, deferred sales charges, odd-lot differentials, transfer taxes, trade away / prime brokerage fees, wire transfer and electronic fund fees, and other fees and taxes on brokerage accounts and securities transactions. Mutual funds and exchange-traded funds (“ETFs”) also charge their own fees and expenses, which are disclosed in the applicable fund’s prospectus. Such charges, fees and commissions are in addition to our fee. We do not receive any portion of these commissions, fees, and costs. 6  Petersen Hastings Wealth Advisors, Inc. ADV Part 2A Brochure Termination of the Advisory Agreement For Managed Accounts with Financial Planning, if the Investment Advisory Agreement is terminated and the date of the termination is after the first day of any calendar quarter, the fee for such partial calendar quarter may be pro- rated based on a 90-day quarter and promptly refunded to you. For Managed Accounts without Financial Planning, if the Investment Advisory Agreement is terminated and the date of the termination is after the first day of any calendar month, the fee for such partial calendar month will not be pro-rated and refunded to you. Item 6 – Performance-Based Fees and Side-By-Side Management We do not charge any performance-based fees (fees based on a share of capital gains on or capital appreciation of the client's assets). Item 7 – Types of Clients We provide portfolio management services to individuals, high net worth individuals, corporate pension and profit- sharing plans, charitable organizations, corporations, trusts, and other types of U.S. businesses. We generally require a minimum account size of $50,000 for new clients with financial planning services. There are no such minimum account sizes for new clients without financial planning services. Our minimum account fees are set forth above in Item 5. We may waive account minimums in certain circumstances. Item 8 – Methods of Analysis, Investment Strategies and Risk of Loss Methods of Analysis Petersen Hastings employs a wide range of methods to manage portfolios and evaluate investments. We use academic research when making investment decisions. We primarily utilize an investment approach based on Modern Portfolio Theory. Modern Portfolio Theory refers to the process of reducing risk in a portfolio through systematic diversification across asset classes and within those particular asset classes. We adhere to the passive style of investing and, thus, recommend indexed and passive mutual funds. We generally do not recommend individual stocks or bonds in our asset allocation strategies and portfolio recommendations to clients. Keeping client’s investment fees, expenses, and taxes under control are a top priority in our investment strategy. We analyze mutual funds recommended to clients based on a fund’s total operating expense ratio, portfolio turnover, investment objective, and investment restrictions and limitations. We typically recommend that clients invest in no-load funds, such as those managed by Dimensional Fund Advisors (“DFA”) or Vanguard, that have low operating expenses, low portfolio turnover, below average capital gains distributions, and a fundamental investment objective of investing primarily in a particular asset class. Some DFA funds are available for investment only by clients of registered investment advisers, and all investments are subject to approval of the adviser. This means that you may not be able to make additional investments in DFA funds if you terminate your agreement with us, except through another adviser authorized by DFA. When choosing investments, we analyze the following criteria: • Whether the investment’s performance closely tracks the desired asset classes. • Whether the total internal investment expenses are reasonable (internal expenses include management fees, administrative expense, 12(b)1 fees, transaction, and estimated trading costs). • Whether investment providers have a reasonable experience record, employ a qualified management team, embrace a highly disciplined investment philosophy, provide adequate information, and meet the custodial requirement to trade and hold. • Whether the investment is “no-load.” (We prefer no-load investments over those that charge commissions or sales charges.) 7  Petersen Hastings Wealth Advisors, Inc. ADV Part 2A Brochure We routinely monitor the universe of investment vehicles through our Investment Committee. When alternative or superior investment funds become available, existing investments may be replaced. Principal Investment Strategies Asset allocation models recommended to clients typically are set forth in each client’s Investment Policy Statement. We primarily recommend low-cost mutual funds because they can provide a diversified portfolio that is designed to limit the impact of large fluctuations in values of individual stocks and bonds. Mutual funds do not offer protection from market volatility. At times, different funds may be recommended to improve current client portfolios. Upon the request of a client, we may provide a limited review of client assets for which we do not have discretionary authority in the context of the overall plan. We invest for the long-term and do not engage in market timing. We generally do not recommend individual stocks or bonds, but certain exceptions may be made in cases where the stocks or bonds were obtained before becoming a client or are requested by the client. We monitor individual stock exposure in the overall portfolio. We may give advice and take action with respect to other clients that is different from the advice, timing, and nature of action taken with respect to your account. Timing, allocation, and types of investments are determined as part of each client’s overall financial plan. We believe in diversified asset class exposure obtained primarily through a diversified mix of low-cost mutual funds that represent desired asset classes. The mutual funds and ETFs that we recommend typically invest in some or all of the following types of securities: Primary Asset Classes Sub-Asset Classes US Large Capitalization Stocks Equity Investments US Small Capitalization Stocks International Large Capitalization Stocks International Small Capitalization Stocks Emerging Market Large Capitalization Stocks Emerging Market Small Capitalization Stocks Real Estate Investment Trusts (“REITs”) Fixed Income Investments US Corporate Bonds US Government Bonds Global Bonds Inflation Protected Bonds Mortgage-Backed Securities Certificates of Deposit Tax-free Municipal Bonds Stable Value Funds Money Markets Principal Risks 8  Petersen Hastings Wealth Advisors, Inc. ADV Part 2A Brochure Investing in securities involves risk of loss that clients should be prepared to bear. Petersen Hastings cannot guarantee that it will achieve a client’s investment objective. Client’s returns will fluctuate, and you may lose money. Below are some more specific risks of investing: • Market Risk. The prices of securities held by mutual funds in which clients invest may decline in response to certain events taking place around the world, including those directly involving the companies whose securities are owned by a mutual fund; conditions affecting the general economy; overall market changes; local, regional or global political, social or economic instability; and currency, interest rate and commodity price fluctuations. Investors should have a long-term perspective and be able to tolerate potentially sharp declines in market value. • • • • • Management Risk. Our investment approach may fail to produce the intended results. If our perception of the performance of a specific asset class or fund is not realized in the expected time frame, the overall performance of the client’s portfolio may suffer. Equity Risk. Equity securities tend to be more volatile than other investment choices. The value of an individual mutual fund or ETF can be more volatile than the market as a whole. This volatility affects the value of the client’s overall portfolio. Small and mid-cap companies are subject to additional risks. Smaller companies may experience greater volatility, higher failure rates, more limited markets, product lines, financial resources, and less management experience than larger companies. Smaller companies may also have a lower trading volume, which may disproportionately affect their market price, tending to make them fall more in response to selling pressure than is the case with larger companies. Fixed Income Risk. The issuer of a fixed income security may not be able to make interest and principal payments when due. Generally, the lower the credit rating of a security, the greater the risk that the issuer will default on its obligation. If a rating agency gives a debt security a lower rating, the value of the debt security will decline because investors will demand a higher rate of return. As nominal interest rates rise, the value of fixed income securities is likely to decrease. A nominal interest rate is the sum of a real interest rate and an expected inflation rate. Investment Companies Risk. We recommend open-end mutual funds and ETFs to implement a client’s portfolio. These underlying funds may, in turn, invest in a broad range of equity and fixed income securities, including foreign securities and securities of issuers located in emerging markets. Underlying funds may also invest in equity securities of any market capitalization including micro-, small- and mid-cap companies, real estate, commodities-related assets, fixed income securities of any maturity or credit quality, including high-yield, high-risk debt securities, and they may engage in leveraged or derivative transactions. We have no control over the investment strategies, policies or decisions of the underlying funds and, in the event of dissatisfaction with such a fund, our only option would be to liquidate clients’ investments in that fund. • REIT Risk. To the extent that a client invests in REITs, it is subject to risks generally associated with investing in real estate, such as (i) possible declines in the value of real estate, (ii) adverse general and local economic conditions, (iii) possible lack of availability of mortgage funds, (iv) changes in interest rates, and (v) environmental problems. In addition, REITs are subject to certain other risks related specifically to their structure and focus such as: dependency upon management skills; limited diversification; the risks of locating and managing financing for projects; heavy cash flow dependency; possible default by borrowers; the costs and potential losses of self-liquidation of one or more holdings; the possibility of failing to maintain exemptions from securities registration; and, in many cases, relatively small market capitalization, which may result in less market liquidity and greater price volatility. REITs lacking a ready market, therefore creating illiquidity, are priced at a value provided by the issuer, and due to this, we do not recommend such illiquid investments. Foreign Securities Risk. Funds in which clients invest may purchase in foreign securities. Foreign securities are subject to additional risks not typically associated with investments in domestic securities. These risks may include, among others, currency risk, country risks (political, diplomatic, regional conflicts, terrorism, war, social and economic instability, currency devaluations and policies that have the effect of limiting or restricting foreign investment or the movement of assets), different trading practices, less government supervision, less publicly available information, limited trading markets and greater volatility. 9  Petersen Hastings Wealth Advisors, Inc. ADV Part 2A Brochure To the extent that underlying funds invest in issuers located in emerging markets, the risk may be heightened by political changes, changes in taxation, or currency controls that could adversely affect the values of these investments. Emerging markets have been more volatile than the markets of developed countries with more mature economies. Item 9 – Disciplinary Information Investment advisers are required to disclose all material legal or disciplinary events relevant to your evaluation of our firm or the integrity of our management. We have no information to disclose applicable to this Item. Item 10 – Other Financial Industry Activities and Affiliations The Zero Alpha Group In September of 2000, Petersen Hastings became a member/owner of The Zero Alpha Group, LLC (“ZAG”), along with seven other registered investment advisers. ZAG openly advocates a 100% passive investment strategy. Group members share investment information, strategic plans, financial data, marketing brochures, software, and research related to passive investment management. Personal client information is never shared with other ZAG members. ZAG members are geographically dispersed across the globe. Petersen Hastings Private Trust Petersen Hastings Private Trust is a Trust Representative Office of National Advisors Trust Company (NATC), an independent, federally chartered savings bank that provides trust and custodial services. The name “Petersen Hastings Private Trust” is used pursuant to an agreement between Petersen Hastings and National Advisors Trust. To the extent a client determines to retain Petersen Hastings, the client will enter into a separate and distinct agreement with NATC for trust administration, distribution and custodial services and will pay a separate fee for such services. Any trust administration fees are in addition to the advisory fees paid for advisory services. Such trust administration fees are paid directly to NATC by the client, and Petersen Hastings does not share in these fees. NATC, one of the largest independent trust companies in the country, is owned by a diversified group of independent registered investment advisers. Petersen Hastings has a small ownership stake in National Advisors Holdings, parent company of NATC, which is the owner of Petersen Hastings Private Trust. Item 11 – Code of Ethics Code of Ethics We have adopted a Code of Ethics for all our supervised persons pursuant to Section 204A-1 of the Investment Adviser Act of 1940, as amended (the “Advisers Act”). The Code of Ethics includes provisions relating to the confidentiality of client information, prohibition on insider trading, and rumor mongering, restrictions and disclosure on the giving or acceptance of significant gifts, and personal securities trading procedures. Our supervised persons must report certain personal securities transactions and also must review and acknowledge the terms of the Code of Ethics at least annually. You may obtain a copy of our Code of Ethics, free of charge, by contacting Matthew Petersen. Participation or Interest in Client Transactions Petersen Hastings generally does not recommend investments to clients in which Petersen Hastings or any of its principals has a financial interest. Prior to proposing any such investment to a client, Petersen Hastings or its related person shall disclose any participation or interest in the transaction to the client and obtain the approval of Petersen Hastings’ Chief Compliance Officer in advance. No person associated with Petersen Hastings may prefer their own interest to that of an advisory client. Personal Trading 10  Petersen Hastings Wealth Advisors, Inc. ADV Part 2A Brochure Our employees and persons associated with us are subject to our Code of Ethics and must report their personal securities transactions to our Chief Compliance Officer for periodic review to the extent required under the Advisers Act. Our supervised persons may trade securities in their own accounts which are recommended to and/or purchased for clients. In addition, our Code of Ethics requires pre-clearance of many transactions, and restricts trading in close proximity to your trading activity. Petersen Hastings has also adopted an Insider Trading Policy that prohibits its investment advisory representatives from trading on material non-public information. Item 12 – Brokerage Practices Brokerage Recommendations Before engaging Petersen Hastings to provide investment management services, clients enter into an agreement with Petersen Hastings setting forth the terms and conditions for the management of the client’s assets, and a separate custodial/clearing agreement with the client’s designated broker-dealer/custodian. Depending on which broker-dealer/custodian clients select to maintain their account, they may experience differences in customer service, transaction timing, the availability of sweep account vehicles and money market funds, and other aspects of investing that could cause differences in account performance. Commission rates and securities transaction fees charged to place client transactions are established by the independent broker-dealer/custodian. The selection of a broker-dealer/custodian is at your discretion. However, for the reasons described below, Petersen Hastings generally recommends investment management accounts be maintained at LPL Financial, an SEC-registered and FINRA/SIPC member broker-dealer and qualified custodian. Best Execution When seeking “best execution” from a broker-dealer, the determinative factor is not always the lowest possible cost, but whether the transaction represents the best qualitative execution when considering the full range of a broker-dealer’s services including the value of research provided, execution capability, commission rates, and responsiveness. Although Petersen Hastings cannot guarantee clients will always experience the best possible execution available, it seeks to recommend a broker-dealer/custodian that will hold client assets and execute transactions on terms that are, overall, most advantageous when compared with other available providers and their services. Petersen Hastings considers a wide range of factors when recommending a broker-dealer/custodian, including: • • • Combination of transaction execution services and asset custody services (generally without separate fees for each service); Capability to execute, clear and settle trades (buy and sell securities for client accounts) including its use of advanced automation; Capability to facilitate transfers and payments to and from accounts (wire transfers, check requests, bill payment, etc.); • Access to low cost, institutional funds and overall breadth of available investment products (stocks, bonds, mutual funds, ETFs, etc.); • Quality of services (including research products, responsiveness, reliable and accurate communications, • and administrative capability); Competitiveness of the price of those services (commission rates, margin interest rates, other fees, etc.) and willingness to negotiate the prices; • Reputation, financial strength, and stability; and • Prior service to Petersen Hastings and its other clients. While we believe LPL Financial’s transaction rates are competitive, transactions may not always be executed at the lowest available commission rate. Lower commissions or better execution may be achieved elsewhere, for example, by executing equity trades through so-called “discount brokers,” although you would not receive the benefits of our investment and financial planning advice. 11  Petersen Hastings Wealth Advisors, Inc. ADV Part 2A Brochure If a client establishes a brokerage/custodial account through LPL Financial or any other broker-dealer, we will place all orders on behalf of a client’s portfolio through that broker-dealer, even though such client potentially could obtain a more favorable net price and execution from another broker-dealer in particular transactions or from a discount broker in general. Recommendation to Engage LPL Financial Beginning January 1, 2026 or later, LPL Financial will charge Petersen Hasting’s clients a “Custody Platform Fee” based on quarter end balances for that prior quarter. The Custody Platform fee compensates LPL Financial for all applicable transaction, maintenance, conversion, technology, service, and other applicable custodial fees executed by LPL Financial for our clients’ accounts. However, our clients will still incur fees on a per-transaction basis for certain specific, and commonly unanticipated items described in Item 5. As a courtesy to Petersen Hastings’ clients, LPL Financial has agreed to waive the Custody Platform fee through the end of 2025. LPL Financial has agreed to this pricing arrangement with Petersen Hastings based on the expectation (though not the specific requirement) that LPL Financial will maintain custody of at least $700M of Petersen Hastings’ clients’ assets designated for management. The amount of the amount of Custody Platform Fee assessed against each respective client portfolio will range between 0.015% and 0.03% per year, depending on the total amount of Petersen Hastings’ clients’ investment management assets held at LPL Financial. Based on this pricing arrangement, the factors described in the “Best Execution” section above, and our knowledge of the securities industry, Petersen Hastings believes that its recommendation that clients engage LPL Financial as broker-dealer/custodian offers the best price and execution to our clients compared to other broker-dealers that offer institutional advisory platforms. Research and Other Benefits Received from Broker-Dealers While Petersen Hastings does not receive traditional “soft dollar benefits,” Petersen Hastings and by extension, its clients, receive access to certain institutional brokerage services (trading, custody, reporting, and related services), many of which are not typically available to retail customers. LPL Financial or other broker-dealer/custodians also make various support services available to Petersen Hastings. Some of those services help Petersen Hastings manage or administer its clients’ accounts, while others help it manage and grow its business. LPL Financial or other broker- dealer/custodians’ support services are generally available on an unsolicited basis (Petersen Hastings does not have to request them) and at no charge to Petersen Hastings. The institutional brokerage services that benefit Petersen Hastings’s clients and their accounts include access to a broad range of investment products, execution of securities transactions, and custody of client assets. The investment products available through LPL Financial or other broker-dealer/custodians include some to which Petersen Hastings might not otherwise have access or that would require a significantly higher minimum initial investment by its clients. LPL Financial or other broker-dealer/custodians also make other products and services available to Petersen Hastings that benefit Petersen Hastings but may only indirectly benefit its clients or their accounts, such as investment research that Petersen Hastings may use to service only certain clients’ accounts. They can offer technology that delivers access to client account data (such as duplicate trade confirmations and account statements); facilitates trade execution and allocate aggregated trade orders for multiple client accounts; provides pricing and other market data; facilitates payment of our fees from clients’ accounts; and assists with back-office functions, recordkeeping, and client reporting. The other services that Petersen Hastings may receive are intended to help Petersen Hastings manage and further develop its business. These services can include educational conferences and events; consulting on technology, compliance, legal and business needs; publications and conferences on practice management and business succession; and access to employee benefits providers, human capital consultants, and insurance providers. 12  Petersen Hastings Wealth Advisors, Inc. ADV Part 2A Brochure LPL Financial or other broker-dealer/custodians may provide some of these services themselves or could arrange for third-party vendors to provide the services to Petersen Hastings. LPL Financial or other broker-dealer/custodians may discount or waive their fees for some of these services or pay all or a part of a third party’s fees. The availability of the services and products described above that Petersen Hastings receives from LPL Financial or other broker-dealer/custodians (the “Services and Products”) provides Petersen Hastings with an advantage, because we do not have to produce or purchase them. However, Petersen Hastings does not have to pay for Services and Products that LPL Financial or other broker-dealer/custodians provide. Our clients do not pay more for investment transactions executed or assets maintained at LPL Financial or other broker-dealer/custodians as a result. The receipt of Services and Products are not directly contingent upon Petersen Hastings committing any specific amount of business to LPL Financial or other broker-dealer/custodians in trading commissions or assets in custody. There is no corresponding commitment made by Petersen Hastings to LPL Financial or other broker- dealer/custodians or any other entity to invest any specific amount or percentage of client assets in any specific securities or investment products as a result of the above. However, this arrangement nonetheless incentivizes Petersen Hastings to recommend that clients maintain their account with a particular broker-dealer/custodian based on its interest in receiving services that benefit its business rather than based on clients’ interest in receiving the best value in custody services and the most favorable execution of their transactions. This presents a conflict of interest. Therefore, when recommending a particular broker-dealer/custodian to a client, Petersen Hastings does so when it reasonably believes that recommending that broker-dealer/custodian to provide services is in the best interests of its clients. It is primarily supported by the scope, quality, and price of that broker-dealer/custodians’ services and not the services that benefit only Petersen Hastings. Directed Brokerage Petersen Hastings does not permit clients to direct brokerage with the assets we manage. Order Aggregation Certain accounts may trade in the same securities with your account(s) on an aggregated basis when consistent with our obligation of best execution. In such circumstances, these affiliated accounts and your account(s) will share commission costs equally and receive securities at a total average price. We will retain records of the trade order (specifying each participating account) and its allocation, which will be completed prior to the entry of the aggregated order. Completed orders will be allocated as specified in the initial trade order. Partially filled orders will be allocated on a pro rata basis. Any exceptions will be explained on the order. Item 13 – Review of Accounts Reviews Your account with us is established after your personal circumstances, investment objectives, and risk tolerances are determined. At an initial in-person meeting we typically review the asset classes and types of holdings with which you are comfortable, the need for liquidity, and the degree of investment discretion given to us. Periodically you are requested to update us with respect to any change in your investment objectives or financial circumstances. Our Investment Committee periodically meets to review additions or deletions to its approved investment recommendations. Every account will be reviewed at least quarterly by an investment adviser representative of Petersen Hastings. Additional reviews may be triggered by investment performance that deviates from the expected volatility or performance under current market conditions, or a broad-based change in the financial markets. Every account is reviewed for maintenance of appropriate cash balances and rebalancing on a bi-weekly basis as needed per the variance limits set by the Investment Committee, or by account allocation constraints or market conditions. Investment adviser representatives hold client meetings on a pre-scheduled and/or as needed basis. 13  Petersen Hastings Wealth Advisors, Inc. ADV Part 2A Brochure Each Investment adviser representative may manage individual account clients and/or ERISA clients. The average number of individual account clients managed by an investment adviser representative is 70 while ERISA clients is 6. Reports We provide you with quarterly financial reports detailing security values, cash accounts, and performance statistics. Transactions are provided to you, on at least a quarterly basis, on the custodian account statements. More frequent reporting is available on a fee basis and special reports are available upon your request. Item 14 – Client Referrals and Other Compensation We do not currently, but may in the future, compensate people or firms for providing referrals to us. We emphasize a "team approach" when providing investment advisory services to you. If you request or if we believe legal, accounting, or insurance services will benefit your financial plan, we will recommend an independent attorney, accountant, or insurance agent. We do not pay for client referrals or enter into arrangements with other professionals for client referrals. However, there may be a conflict of interest if we receive referrals from professionals that we have recommended. We will only refer outside professionals to you when we believe these services best suit your needs. Petersen Hastings is a shareholder of National Advisor Holdings, Inc. (NAH), a Delaware corporation organized in August of 1999. Petersen Hastings holds less than 1.0% in the aggregate of the outstanding stock of NAH. NAH has chartered an institution through the Office of Thrift Supervision known as National Advisers Trust Company (NATC). NATC provides custody, banking, and trust services to clients of registered investment advisory firms, such as Petersen Hastings, across the United States. Because Petersen Hastings has an interest in NAH, and therefore indirectly has an interest in NATC, a conflict of interest is present because Petersen Hastings could have an economic incentive to recommend NATC’s services. Petersen Hastings may, and does, recommend NATC to certain clients for custody and trustee when Petersen Hastings believes NATC's services may be appropriate for those clients. No client is under any obligation to use NATC’s services. Petersen Hastings and The Lampo Group, LLC (d/b/a Ramsey Solutions) have entered into a marketing agreement, under which The Lampo Group, LLC receives a total of $749.00 per month from Petersen Hastings for marketing services related to the “SmartVestor Pro” program. That fee is the total monthly cost of the program and is not the cost per solicited client. The Lampo Group, LLC will receive 0% of the advisory fees received by Petersen Hastings from client accounts, and The Lampo Group, LLC’s compensation is fixed for services under the agreement at the amount indicated above. The total cost of services provided by The Lampo Group, LLC are billed in full to Petersen Hastings, and they are not related to any individual cost incurred by the client. No cost will be added to the advisory fees to be paid for Petersen Hastings’ services as a result of the compensation to be paid to The Lampo Group, LLC, and the investment advisory fees shall be the same as those charged to other clients of Petersen Hastings for similar services. The Lampo Group, LLC is not an investment adviser, employee, or agent of Petersen Hastings, is not otherwise affiliated with Petersen Hastings and is not authorized to bind or obligate Petersen Hastings in any way. Petersen Hastings also receives the Services and Products described in Item 12 above. Item 15 – Custody Petersen Hastings does not maintain physical custody of client assets. You will receive statements on at least a quarterly basis from the custodian that holds and maintains your investment assets. We urge you to carefully review such statements and compare their official custodial records to the reports provided by us and report any issues promptly. Our statements may vary from the custodial or brokerage statements based on accounting procedures, reporting dates, or valuation methodologies of certain securities. 14  Petersen Hastings Wealth Advisors, Inc. ADV Part 2A Brochure Item 16 – Investment Discretion Discretionary Authority for Trading Pursuant to the terms of their Investment Advisory Agreement with us, clients typically grant Petersen Hastings discretionary authority over their accounts to determine the securities to be bought and sold, to place trades, to negotiate transaction costs on their behalf, where possible, and to periodically rebalance the clients’ accounts back to the recommended allocations. Petersen Hastings has no obligation to supervise or direct investments held in client accounts that were not recommended, or that are not subject to review, by Petersen Hastings for a fee. We observe your investment policies, limitations, and restrictions when selecting securities and determining amounts to allocate to these securities. For registered investment companies, our authority to trade securities may also be limited by certain federal securities and tax laws that require diversification of investments and favor the holding of investments once made. Any investment restrictions you wish to impose on our management of your account must be provided to us in writing. Limited Power of Attorney Petersen Hastings will assist clients in opening an account with an independent custodian or broker-dealer or directly with a mutual fund company. Clients are required to grant a “Limited Power of Attorney” over their respective custodial accounts to Petersen Hastings for purposes of trading and fee deduction. Clients grant this authority in the brokerage account applications. Item 17 – Voting Client Securities We vote all proxies relating to securities held in your account(s) with respect to which we have discretionary authority, including ERISA clients, unless otherwise directed by you. Pursuant to proxy voting guidance adopted by us, all proxies are voted in a manner that is consistent with your best interests. You may obtain a copy of our complete proxy voting policies and procedures, free of charge, upon request. You may also obtain information from us about how we voted any proxies on behalf of your account(s). Item 18 – Financial Information We are not aware of any financial condition that is reasonably likely to impair our ability to meet contractual obligations to you. 15  Petersen Hastings Wealth Advisors, Inc. ADV Part 2B Brochure Supplement Item 1 – Cover Page Andrew Jacob Bennett Petersen Hastings Wealth Advisors, Inc. 8203 West Quinault Avenue, Suite 101 Kennewick, WA 99336 (509) 735-0484 September 16, 2025 This Brochure Supplement provides information about Andrew Jacob Bennett that supplements the Petersen Hastings Wealth Advisors, Inc. Brochure. You should have received a copy of that Brochure. Please contact Petersen Hastings at (509) 735-0484 if you did not receive our Brochure or if you have any questions about the contents of this supplement. Additional information about Andrew Bennett is available on the SEC’s website at www.adviserinfo.sec.gov. September 16, 2025 1  Petersen Hastings Wealth Advisors, Inc. ADV Part 2B Brochure Supplement Item 2 – Educational Background and Business Experience Andrew Jacob Bennett (Born in 1992) Formal Education After High School 2018 Excelsior College, B.A. in Electrical Engineering Technology Business Experience 11/24 to Present Portfolio Analyst, Petersen Hastings Wealth Advisors, Inc. Item 3- Disciplinary Information We are required to disclose all material facts regarding any legal or disciplinary events that would be related to your evaluation of Mr. Bennett. Mr. Bennett has not been involved in any such events and therefore we have no information applicable to this Item to report. Item 4- Other Business Activities We are required to disclose certain information about certain outside business activities in which Mr. Bennett is actively engaged. Mr. Bennett is not engaged in any such activities and therefore we have no information applicable to this Item to report. Item 5- Additional Compensation We are required to disclose any economic benefit that someone who is not a client provides to Mr. Bennett for providing advisory services. Mr. Bennett does not receive any such economic benefits and therefore we have no information applicable to this Item to report. Item 6 – Supervision The Petersen Hastings Wealth Advisors, Inc. Investment Committee consults with and advises the officers and management of Petersen Hastings in establishing and managing investment strategies for client accounts in accordance with applicable laws, controlling documents, and the client’s written Investment Policy Statement. Petersen Hastings’ investment adviser representatives and employees are required to adhere to the Petersen Hastings Compliance Manual in the performance of their daily activities and responsibilities to Petersen Hastings and you. Our Compliance Manual includes an overview of the various federal and state statutes and regulations governing Petersen Hastings’ operations and our policies and procedures, which are designed to comply with applicable regulations and to facilitate the timeliness and quality of our compliance activities. Ms. Diane Gaines, CCO, is responsible for supervising Mr. Bennett’s advisory activities on behalf of Petersen Hastings pursuant to its written compliance policies and procedures. If you have any questions or concerns about your account, you are asked to contact Ms. Gaines by calling (509) 735-0484. Item 7- Requirements for State-Registered Advisers This Item is not applicable to us because we are registered with the U.S. Securities and Exchange Commission. September 16, 2025 2  Petersen Hastings Wealth Advisors, Inc. ADV Part 2B Brochure Supplement Item 1 – Cover Page Benjamin Clark Tanke Petersen Hastings Wealth Advisors, Inc. 8203 West Quinault Avenue, Suite 101 Kennewick, WA 99336 (509) 735-0484 September 16, 2025 This Brochure Supplement provides information about Benjamin Clark Tanke that supplements the Petersen Hastings Wealth Advisors, Inc. Brochure. You should have received a copy of that Brochure. Please contact Petersen Hastings at (509) 735-0484 if you did not receive our Brochure or if you have any questions about the contents of this supplement. Additional information about Benjamin Tanke is available on the SEC’s website at www.adviserinfo.sec.gov. September 16, 2025 1  Petersen Hastings Wealth Advisors, Inc. ADV Part 2B Brochure Supplement Item 2 – Educational Background and Business Experience Benjamin Clark Tanke, AIF® (Born in 1969) Washington State University, B.A. degree in Business Administration Formal Education After High School 1992 Business Experience 08/18 to present Retirement Plan Advisor, Petersen Hastings Wealth Advisors, Inc. 12/16 Accredited Investment Fiduciary® 08/16 to 07/18 Associate Retirement Plan Advisor, Petersen Hastings Wealth Advisors, Inc. 12/06 to 10/15 Financial Advisor, Sterling Investment Group/Umpqua Investments 06/04 to 07/06 Financial Consultant, WM Financial Services 01/99 to 06/04 Financial Advisor, Piper Jaffray Professional Designations AIF® – Accredited Investment Fiduciary Mr. Tanke received the AIF® (Accredited Investment Fiduciary) designation in December 2016. The AIF® certification is a voluntary certification. There are requirements in place to demonstrate to the public that AIF® designees are proactive in understanding their fiduciary responsibilities and being leaders in the fiduciary community. Individuals who become certified must complete the following ongoing education requirements in order to maintain the right to continue to use the AIF® designation: • Continuing Education – Complete 6 hours of continuing education hours every year. Item 3- Disciplinary Information We are required to disclose all material facts regarding any legal or disciplinary events that would be related to your evaluation of Mr. Tanke. Mr. Tanke has not been involved in any such events and therefore we have no information applicable to this Item to report. Item 4- Other Business Activities We are required to disclose certain information about certain outside business activities in which Mr. Tanke is actively engaged. Mr. Tanke is not engaged in any such activities and therefore we have no information applicable to this Item to report. September 16, 2025 2  Petersen Hastings Wealth Advisors, Inc. ADV Part 2B Brochure Supplement Item 5- Additional Compensation We are required to disclose any economic benefit that someone who is not a client provides to Mr. Tanke for providing advisory services. Mr. Tanke does not receive any such economic benefits and therefore we have no information applicable to this Item to report. Item 6 – Supervision The Petersen Hastings Wealth Advisors, Inc. Investment Committee consults with and advises the officers and management of Petersen Hastings in establishing and managing investment strategies for client accounts in accordance with applicable laws, controlling documents, and the client’s written Investment Policy Statement. Petersen Hastings’ investment adviser representatives and employees are required to adhere to the Petersen Hastings Compliance Manual in the performance of their daily activities and responsibilities to Petersen Hastings and you. Our Compliance Manual includes an overview of the various federal and state statutes and regulations governing Petersen Hastings’ operations and our policies and procedures, which are designed to comply with applicable regulations and to facilitate the timeliness and quality of our compliance activities. Ms. Diane Gaines, CCO, is responsible for supervising Mr. Tanke’s advisory activities on behalf of Petersen Hastings pursuant to its written compliance policies and procedures. If you have any questions or concerns about your account, you are asked to contact Ms. Gaines by calling (509) 735-0484. Item 7- Requirements for State-Registered Advisers This Item is not applicable to us because we are registered with the U.S. Securities and Exchange Commission. September 16, 2025 3  Petersen Hastings Wealth Advisors, Inc. ADV Part 2B Brochure Supplement Item 1 – Cover Page Blaine Arthur Carr Petersen Hastings Wealth Advisors, Inc. 8203 West Quinault Avenue, Suite 101 Kennewick, WA 99336 (509) 735-0484 September 16, 2025 This Brochure Supplement provides information about Blaine Arthur Carr that supplements the Petersen Hastings Wealth Advisors, Inc. Brochure. You should have received a copy of that Brochure. Please contact Petersen Hastings at (509) 735-0484 if you did not receive our Brochure or if you have any questions about the contents of this supplement. Additional information about Blaine Arthur Carr is available on the SEC’s website at www.adviserinfo.sec.gov. September 16, 2025 1  Petersen Hastings Wealth Advisors, Inc. ADV Part 2B Brochure Supplement Item 2 – Educational Background and Business Experience Blaine Arthur Carr, CPA, CFP®, AIF® (Born in 1975) Central Washington University, B.A. degree Accounting Formal Education After High School 1998 Business Experience 01/20 to present Corporate Officer, Treasurer, Petersen Hastings Wealth Advisors, Inc. 10/16 to present Senior Wealth Advisor, Petersen Hastings Wealth Advisors, Inc. 01/13 to 06/20 Chief Financial Officer, Petersen Hastings Wealth Advisors, Inc. 09/11 Accredited Investment Fiduciary® 01/08 to 12/18 Chief Compliance Officer, Petersen Hastings Wealth Advisors, Inc. 01/07 to 12/15 Secretary, Petersen Hastings Wealth Advisors, Inc. 05/06 Certified Financial Planner™ Licensee 08/04 to 10/16 Wealth Advisor, Petersen Hastings Wealth Advisors, Inc. 06/02-12/06 Business Manager, Petersen Hastings Wealth Advisors, Inc. 08/99 Certified Public Accountant Licensee Professional Designations CPA - Certified Public Accountant Issued by: Washington State Prerequisite: Candidate must meet the following requirements: • At least 150 semester credits of college education, including: o A baccalaureate degree or higher o 24 semester credits in accounting subjects with 15 credits at the upper or graduate level o 24 semester credits in business administration subjects Exam: CPA Certification Examination Continuing Education Requirement: 120 hours every 3-years CFP® – Certified Financial Planner™ Mr. Carr received the CFP® (Certified Financial Planner™) designation in May 2006. The CFP® certification is a voluntary certification issued by the Certified Financial Planner Board of Standards, Inc. 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. September 16, 2025 2  Petersen Hastings Wealth Advisors, Inc. ADV Part 2B Brochure Supplement 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, administered in 10 hours over a two-day period, 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® designation: • • 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. AIF® – Accredited Investment Fiduciary Mr. Carr received the AIF® (Accredited Investment Fiduciary) designation in September 2011. The AIF® certification is a voluntary certification. There are requirements in place to demonstrate to the public that AIF® designees are proactive in understanding their fiduciary responsibilities and being leaders in the fiduciary community. Individuals who become certified must complete the following ongoing education requirements in order to maintain the right to continue to use the AIF® designation: • Continuing Education – Complete 6 hours of continuing education hours every year. September 16, 2025 3  Petersen Hastings Wealth Advisors, Inc. ADV Part 2B Brochure Supplement Item 3- Disciplinary Information We are required to disclose all material facts regarding any legal or disciplinary events that would be related to your evaluation of Mr. Carr. Mr. Carr has not been involved in any such events and therefore we have no information applicable to this Item to report. Item 4- Other Business Activities We are required to disclose certain information about certain outside business activities in which Mr. Carr is actively engaged. Mr. Carr is not engaged in any such activities and therefore we have no information applicable to this Item to report. Item 5- Additional Compensation We are required to disclose any economic benefit that someone who is not a client provides to Mr. Carr for providing advisory services. Mr. Carr does not receive any such economic benefits and therefore we have no information applicable to this Item to report. Item 6 – Supervision The Petersen Hastings Wealth Advisors, Inc. Investment Committee consults with and advises the officers and management of Petersen Hastings in establishing and managing investment strategies for client accounts in accordance with applicable laws, controlling documents, and the client’s written Investment Policy Statement. Petersen Hastings’ investment adviser representatives and employees are required to adhere to the Petersen Hastings Compliance Manual in the performance of their daily activities and responsibilities to Petersen Hastings and you. Our Compliance Manual includes an overview of the various federal and state statutes and regulations governing Petersen Hastings’ operations and our policies and procedures, which are designed to comply with applicable regulations and to facilitate the timeliness and quality of our compliance activities. Ms. Diane Gaines, CCO, is responsible for supervising Mr. Carr’s advisory activities on behalf of Petersen Hastings pursuant to its written compliance policies and procedures. If you have any questions or concerns about your account, you are asked to contact Ms. Gaines by calling (509) 735-0484. Item 7- Requirements for State-Registered Advisers This Item is not applicable to us because we are registered with the U.S. Securities and Exchange Commission. September 16, 2025 4  Petersen Hastings Wealth Advisors, Inc. ADV Part 2B Brochure Supplement Item 1 – Cover Page Cameron James Ridgeway Petersen Hastings Wealth Advisors, Inc. 8203 West Quinault Avenue, Suite 101 Kennewick, WA 99336 (509) 735-0484 September 16, 2025 This Brochure Supplement provides information about Cameron James Ridgeway that supplements the Petersen Hastings Wealth Advisors, Inc. Brochure. You should have received a copy of that Brochure. Please contact Petersen Hastings at (509) 735-0484 if you did not receive our Brochure or if you have any questions about the contents of this supplement. Additional information about Cameron Ridgeway is available on the SEC’s website at www.adviserinfo.sec.gov. September 16, 2025 1  Petersen Hastings Wealth Advisors, Inc. ADV Part 2B Brochure Supplement Item 2 – Educational Background and Business Experience Cameron James Ridgeway (Born in 1998) Formal Education After High School 2020 Eastern Washington University, B.A. degree Finance Business Experience 10/24 to Present Wealth Advisor, Petersen Hastings Wealth Advisors, Inc. 07/20 – 09/24 Associate Wealth Advisor, Petersen Hastings Wealth Advisors, Inc. 06/19 – 09/19 Internship, Petersen Hastings Wealth Advisors, Inc. 06/17 – 09/17 Internship, Petersen Hastings Wealth Advisors, Inc. Item 3- Disciplinary Information We are required to disclose all material facts regarding any legal or disciplinary events that would be related to your evaluation of Mr. Ridgeway. Mr. Ridgeway has not been involved in any such events and therefore we have no information applicable to this Item to report. Item 4- Other Business Activities We are required to disclose certain information about certain outside business activities in which Mr. Ridgeway is actively engaged. Mr. Ridgeway is not engaged in any such activities and therefore we have no information applicable to this Item to report. Item 5- Additional Compensation We are required to disclose any economic benefit that someone who is not a client provides to Mr. Ridgeway for providing advisory services. Mr. Ridgeway does not receive any such economic benefits and therefore we have no information applicable to this Item to report. Item 6 – Supervision The Petersen Hastings Wealth Advisors, Inc. Investment Committee consults with and advises the officers and management of Petersen Hastings in establishing and managing investment strategies for client accounts in accordance with applicable laws, controlling documents, and the client’s written Investment Policy Statement. Petersen Hastings’ investment adviser representatives and employees are required to adhere to the Petersen Hastings Compliance Manual in the performance of their daily activities and responsibilities to Petersen Hastings and you. Our Compliance Manual includes an overview of the various federal and state statutes and regulations governing Petersen Hastings’ operations and our policies and procedures, which are designed to comply with applicable regulations and to facilitate the timeliness and quality of our compliance activities. Ms. Diane Gaines, CCO, is responsible for supervising Mr. Ridgeway’s advisory activities on behalf of Petersen Hastings pursuant to its written compliance policies and procedures. If you have any questions or concerns about your account, you are asked to contact Ms. Gaines by calling (509) 735-0484. September 16, 2025 2  Petersen Hastings Wealth Advisors, Inc. ADV Part 2B Brochure Supplement Item 7- Requirements for State-Registered Advisers This Item is not applicable to us because we are registered with the U.S. Securities and Exchange Commission. September 16, 2025 3  Petersen Hastings Wealth Advisors, Inc. ADV Part 2B Brochure Supplement Item 1 – Cover Page Cory Tim Briggs Petersen Hastings Wealth Advisors, Inc. 8203 West Quinault Avenue, Suite 101 Kennewick, WA 99336 (509) 735-0484 September 16, 2025 This Brochure Supplement provides information about Cory Tim Briggs that supplements the Petersen Hastings Wealth Advisors, Inc. Brochure. You should have received a copy of that Brochure. Please contact Petersen Hastings at (509) 735-0484 if you did not receive our Brochure or if you have any questions about the contents of this supplement. Additional information about Cory Briggs is available on the SEC’s website at www.adviserinfo.sec.gov. September 16, 2025 1  Petersen Hastings Wealth Advisors, Inc. ADV Part 2B Brochure Supplement Item 2 – Educational Background and Business Experience Cory Tim Briggs, CFP®, AIF® (Born in 1986) Formal Education After High School 2015 Washington State University, M.B.A. degree in Finance 2009 Central Washington University, B.S. degree in Business Administration Business Experience 01/23 to present Senior Wealth Advisor, Petersen Hastings Wealth Advisors, Inc. 01/19 to 12/22 Wealth Advisor, Petersen Hastings Wealth Advisors, Inc. 12/18 Certified Financial Planner™ Licensee 03/17 Accredited Investment Fiduciary® 12/16 to 12/18 Associate Wealth Advisor, Petersen Hastings Wealth Advisors, Inc. 08/14 to 02/16 Equity Fund Analyst, The Vanguard Group 10/13 to 08/14 High Net Worth Registered Representative, The Vanguard Group Professional Designations CFP® – Certified Financial Planner™ Mr. Briggs received the CFP® (Certified Financial Planner™) designation in December 2018. The CFP® certification is a voluntary certification issued by the Certified Financial Planner Board of Standards, Inc. 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. 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. September 16, 2025 2  Petersen Hastings Wealth Advisors, Inc. ADV Part 2B Brochure Supplement • Examination – Pass the comprehensive CFP® Certification Examination. The examination, administered in 10 hours over a two-day period, 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. AIF® – Accredited Investment Fiduciary Mr. Briggs received the AIF® (Accredited Investment Fiduciary) designation in March 2017. The AIF® certification is a voluntary certification. There are requirements in place to demonstrate to the public that AIF® designees are proactive in understanding their fiduciary responsibilities and being leaders in the fiduciary community. Individuals who become certified must complete the following ongoing education requirements in order to maintain the right to continue to use the AIF® designation: • Continuing Education – Complete 6 hours of continuing education hours every year. Item 3- Disciplinary Information We are required to disclose all material facts regarding any legal or disciplinary events that would be related to your evaluation of Mr. Briggs. Mr. Briggs has not been involved in any such events and therefore we have no information applicable to this Item to report. Item 4- Other Business Activities We are required to disclose certain information about certain outside business activities in which Mr. Briggs is actively engaged. Mr. Briggs is not engaged in any such activities and therefore we have no information applicable to this Item to report. Item 5- Additional Compensation We are required to disclose any economic benefit that someone who is not a client provides to Mr. Briggs for providing advisory services. Mr. Briggs does not receive any such economic benefits and therefore we have no information applicable to this Item to report. Item 6 – Supervision The Petersen Hastings Wealth Advisors, Inc. Investment Committee consults with and advises the officers and management of Petersen Hastings in establishing and managing investment strategies for client accounts in accordance with applicable laws, controlling documents, and the client’s written Investment Policy Statement. September 16, 2025 3  Petersen Hastings Wealth Advisors, Inc. ADV Part 2B Brochure Supplement Petersen Hastings’ investment adviser representatives and employees are required to adhere to the Petersen Hastings Compliance Manual in the performance of their daily activities and responsibilities to Petersen Hastings and you. Our Compliance Manual includes an overview of the various federal and state statutes and regulations governing Petersen Hastings’ operations and our policies and procedures, which are designed to comply with applicable regulations and to facilitate the timeliness and quality of our compliance activities. Ms. Diane Gaines, CCO, is responsible for supervising Mr. Briggs’s advisory activities on behalf of Petersen Hastings pursuant to its written compliance policies and procedures. If you have any questions or concerns about your account, you are asked to contact Ms. Gaines by calling (509) 735-0484. Item 7- Requirements for State-Registered Advisers This Item is not applicable to us because we are registered with the U.S. Securities and Exchange Commission. September 16, 2025 4  Petersen Hastings Wealth Advisors, Inc. ADV Part 2B Brochure Supplement Item 1 – Cover Page Dennis Hugh Orren Petersen Hastings Wealth Advisors, Inc. 8203 West Quinault Avenue, Suite 101 Kennewick, WA 99336 (509) 735-0484 September 16, 2025 This Brochure Supplement provides information about Dennis Hugh Orren that supplements the Petersen Hastings Wealth Advisors, Inc. Brochure. You should have received a copy of that Brochure. Please contact Petersen Hastings at (509) 735-0484 if you did not receive our Brochure or if you have any questions about the contents of this supplement. Additional information about Dennis Orren is available on the SEC’s website at www.adviserinfo.sec.gov. September 16, 2025 1  Petersen Hastings Wealth Advisors, Inc. ADV Part 2B Brochure Supplement Item 2 – Educational Background and Business Experience Dennis Hugh Orren (Born in 1960) Formal Education After High School 1988 Washington State University, Master’s Degree in Business Administration 1991 Washington State University, Bachelor’s Degree in Business Management Business Experience 10/23 to present Independent Contractor, Petersen Hastings Wealth Advisors, Inc. 02/98 to present President, Orren Financial Services, Inc. Item 3- Disciplinary Information We are required to disclose all material facts regarding any legal or disciplinary events that would be related to your evaluation of Mr. Orren. Mr. Orren has not been involved in any such events and therefore we have no information applicable to this Item to report. Item 4- Other Business Activities We are required to disclose certain information about certain outside business activities in which Mr. Orren is actively engaged. Other than previously noted above in the ‘Business Experience’ section which identifies Mr. Orren as serving as the President of Orren Financial Services, Inc. since 1998, Mr. Orren is not engaged in any such activities and therefore we have no additional information applicable to this Item to report. Item 5- Additional Compensation We are required to disclose any economic benefit that someone who is not a client provides to Mr. Orren for providing advisory services associated with Petersen Hastings Wealth Advisors, Inc. Mr. Orren does not receive any such economic benefits and therefore we have no information applicable to this Item to report. Item 6 – Supervision The Petersen Hastings Wealth Advisors, Inc. Investment Committee consults with and advises the officers and management of Petersen Hastings in establishing and managing investment strategies for client accounts in accordance with applicable laws, controlling documents, and the client’s written Investment Policy Statement. Petersen Hastings’ investment adviser representatives and employees are required to adhere to the Petersen Hastings Compliance Manual in the performance of their daily activities and responsibilities to Petersen Hastings and you. Our Compliance Manual includes an overview of the various federal and state statutes and regulations governing Petersen Hastings’ operations and our policies and procedures, which are designed to comply with applicable regulations and to facilitate the timeliness and quality of our compliance activities. Ms. Diane Gaines, CCO, is responsible for supervising Mr. Orren’s advisory activities on behalf of Petersen Hastings pursuant to its written compliance policies and procedures. If you have any questions or concerns about your account, you are asked to contact Ms. Gaines by calling (509) 735-0484. September 16, 2025 2  Petersen Hastings Wealth Advisors, Inc. ADV Part 2B Brochure Supplement Item 7- Requirements for State-Registered Advisers This Item is not applicable to us because we are registered with the U.S. Securities and Exchange Commission. September 16, 2025 3  Petersen Hastings Wealth Advisors, Inc. ADV Part 2B Brochure Supplement Item 1 – Cover Page Diane Elizabeth Gaines Petersen Hastings Wealth Advisors, Inc. 8203 West Quinault Avenue, Suite 101 Kennewick, WA 99336 (509) 735-0484 September 16, 2025 This Brochure Supplement provides information about Diane Elizabeth Gaines that supplements the Petersen Hastings Wealth Advisors, Inc. Brochure. You should have received a copy of that Brochure. Please contact Petersen Hastings at (509) 735-0484 if you did not receive our Brochure or if you have any questions about the contents of this supplement. Additional information about Diane Gaines is available on the SEC’s website at www.adviserinfo.sec.gov. September 16, 2025 1  Petersen Hastings Wealth Advisors, Inc. ADV Part 2B Brochure Supplement Item 2 – Educational Background and Business Experience Diane Elizabeth Gaines (Born in 1978) Columbia Basin College, Associate of Arts and Science degree Formal Education After High School 2006 Business Experience 09/25 to present Chief Compliance Officer and Chief Operations Officer, Petersen Hastings Wealth Advisors, Inc. 10/24 to 09/25 Director of Client Operations, Petersen Hastings Wealth Advisors, Inc. 01/22 to 09/24 Director of Client Service, Petersen Hastings Wealth Advisors, Inc. 01/11 to 12/21 Operations Manager, Petersen Hastings Wealth Advisors, Inc. 02/01 to 12/10 Portfolio Administrator, Petersen Hastings Wealth Advisors, Inc. Item 3- Disciplinary Information We are required to disclose all material facts regarding any legal or disciplinary events that would be related to your evaluation of Ms. Gaines. Ms. Gaines has not been involved in any such events and therefore we have no information applicable to this Item to report. Item 4- Other Business Activities We are required to disclose certain information about certain outside business activities in which Ms. Gaines is actively engaged. Ms. Gaines is not engaged in any such activities and therefore we have no information applicable to this Item to report. Item 5- Additional Compensation We are required to disclose any economic benefit that someone who is not a client provides to Ms. Gaines for providing advisory services. Ms. Gaines does not receive any such economic benefits and therefore we have no information applicable to this Item to report. Item 6 – Supervision The Petersen Hastings Wealth Advisors, Inc. Investment Committee consults with and advises the officers and management of Petersen Hastings in establishing and managing investment strategies for client accounts in accordance with applicable laws, controlling documents, and the client’s written Investment Policy Statement. Petersen Hastings’ investment adviser representatives and employees are required to adhere to the Petersen Hastings Compliance Manual in the performance of their daily activities and responsibilities to Petersen Hastings and you. Our Compliance Manual includes an overview of the various federal and state statutes and regulations governing Petersen Hastings’ operations and our policies and procedures, which are designed to comply with applicable regulations and to facilitate the timeliness and quality of our compliance activities. Mr. Matthew Petersen, Compliance Committee member, is responsible for supervising Ms. Gaines’s advisory activities on behalf of Petersen Hastings pursuant to its written compliance policies and procedures. If you have any questions or concerns about your account, you are asked to contact Mr. Petersen by calling (509) 735-0484. September 16, 2025 2  Petersen Hastings Wealth Advisors, Inc. ADV Part 2B Brochure Supplement Item 7- Requirements for State-Registered Advisers This Item is not applicable to us because we are registered with the U.S. Securities and Exchange Commission. September 16, 2025 3  Petersen Hastings Wealth Advisors, Inc. ADV Part 2B Brochure Supplement Item 1 – Cover Page Donna Joan Yakawich Petersen Hastings Wealth Advisors, Inc. 8203 West Quinault Avenue, Suite 101 Kennewick, WA 99336 (509) 735-0484 September 16, 2025 This Brochure Supplement provides information about Donna Joan Yakawich that supplements the Petersen Hastings Wealth Advisors, Inc. Brochure. You should have received a copy of that Brochure. Please contact Petersen Hastings at (509) 735-0484 if you did not receive our Brochure or if you have any questions about the contents of this supplement. Additional information about Donna Yakawich is available on the SEC’s website at www.adviserinfo.sec.gov. September 16, 2025 1  Petersen Hastings Wealth Advisors, Inc. ADV Part 2B Brochure Supplement Item 2 – Educational Background and Business Experience Donna Joan Yakawich, CPA, AIF® (Born in 1967) Formal Education After High School 1990 Montana State University, B.A. degree Accounting Business Experience 01/23 to present Senior Wealth Advisor, Petersen Hastings Wealth Advisors, Inc. 10/16 to 12/22 Wealth Advisor, Petersen Hastings Wealth Advisors, Inc. 10/15 Accredited Investment Fiduciary® 10/13 to 10/16 Wealth Planner, Petersen Hastings Wealth Advisors, Inc. 02/95 & 09/95 Certified Public Accountant Licensee Professional Designations CPA – Certified Public Accountant Issued by: Montana State 2/95 (inactive) Issued by: Washington State 9/95 (active) Prerequisite: Candidate must meet the following requirements: • At least 150 semester credits of college education, including: o A baccalaureate degree or higher o 24 semester credits in accounting subjects with 15 credits at the upper or graduate level o 24 semester credits in business administration subjects Exam: CPA Certification Examination Continuing Education Requirement: 120 hours every 3-years AIF® – Accredited Investment Fiduciary Mrs. Yakawich received the AIF® (Accredited Investment Fiduciary) designation in October 2015. The AIF® certification is a voluntary certification. There are requirements in place to demonstrate to the public that AIF® designees are proactive in understanding their fiduciary responsibilities and being leaders in the fiduciary community. Individuals who become certified must complete the following ongoing education requirements in order to maintain the right to continue to use the AIF® designation: • Continuing Education – Complete 6 hours of continuing education hours every year. September 16, 2025 2  Petersen Hastings Wealth Advisors, Inc. ADV Part 2B Brochure Supplement Item 3- Disciplinary Information We are required to disclose all material facts regarding any legal or disciplinary events that would be related to your evaluation of Mrs. Yakawich. Mrs. Yakawich has not been involved in any such events and therefore we have no information applicable to this Item to report. Item 4- Other Business Activities We are required to disclose certain information about certain outside business activities in which Mrs. Yakawich is actively engaged. Mrs. Yakawich is not engaged in any such activities and therefore we have no information applicable to this Item to report. Item 5- Additional Compensation We are required to disclose any economic benefit that someone who is not a client provides to Mrs. Yakawich for providing advisory services. Mrs. Yakawich does not receive any such economic benefits and therefore we have no information applicable to this Item to report. Item 6 – Supervision The Petersen Hastings Wealth Advisors, Inc. Investment Committee consults with and advises the officers and management of Petersen Hastings in establishing and managing investment strategies for client accounts in accordance with applicable laws, controlling documents, and the client’s written Investment Policy Statement. Petersen Hastings’ investment adviser representatives and employees are required to adhere to the Petersen Hastings Compliance Manual in the performance of their daily activities and responsibilities to Petersen Hastings and you. Our Compliance Manual includes an overview of the various federal and state statutes and regulations governing Petersen Hastings’ operations and our policies and procedures, which are designed to comply with applicable regulations and to facilitate the timeliness and quality of our compliance activities. Ms. Diane Gaines, CCO, is responsible for supervising Mrs. Yakawich’s advisory activities on behalf of Petersen Hastings pursuant to its written compliance policies and procedures. If you have any questions or concerns about your account, you are asked to contact Ms. Gaines by calling (509) 735-0484. Item 7- Requirements for State-Registered Advisers This Item is not applicable to us because we are registered with the U.S. Securities and Exchange Commission. September 16, 2025 3  Petersen Hastings Wealth Advisors, Inc. ADV Part 2B Brochure Supplement Item 1 – Cover Page Haley Amanda Marie Johnson Petersen Hastings Wealth Advisors, Inc. 8203 West Quinault Avenue, Suite 101 Kennewick, WA 99336 (509) 735-0484 September 16, 2025 This Brochure Supplement provides information about Haley Amanda Marie Johnson that supplements the Petersen Hastings Wealth Advisors, Inc. Brochure. You should have received a copy of that Brochure. Please contact Petersen Hastings at (509) 735-0484 if you did not receive our Brochure or if you have any questions about the contents of this supplement. Additional information about Haley Johnson is available on the SEC’s website at www.adviserinfo.sec.gov. September 16, 2025 1  Petersen Hastings Wealth Advisors, Inc. ADV Part 2B Brochure Supplement Item 2 – Educational Background and Business Experience Haley Amanda Marie Johnson (Born in 1995) Formal Education After High School 2017 Washington State University, B.A. degree Social Science Business Experience 1/23 to present Wealth Advisor, Petersen Hastings Wealth Advisors, Inc. 12/23 Certified Financial Planner™ Licensee 08/19 to 12/22 Associate Wealth Advisor, Petersen Hastings Wealth Advisors, Inc. Professional Designations CFP® – Certified Financial Planner™ Ms. Johnson received the CFP® (Certified Financial Planner™) designation in December 2023. The CFP® certification is a voluntary certification issued by the Certified Financial Planner Board of Standards, Inc. 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. 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, administered in 10 hours over a two-day period, 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® designation: September 16, 2025 2  Petersen Hastings Wealth Advisors, Inc. ADV Part 2B Brochure Supplement • 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. Item 3- Disciplinary Information We are required to disclose all material facts regarding any legal or disciplinary events that would be related to your evaluation of Ms. Johnson. Ms. Johnson has not been involved in any such events and therefore we have no information applicable to this Item to report. Item 4- Other Business Activities We are required to disclose certain information about certain outside business activities in which Ms. Johnson is actively engaged. Ms. Johnson is not engaged in any such activities and therefore we have no information applicable to this Item to report. Item 5- Additional Compensation We are required to disclose any economic benefit that someone who is not a client provides to Ms. Johnson for providing advisory services. Ms. Johnson does not receive any such economic benefits and therefore we have no information applicable to this Item to report. Item 6 – Supervision The Petersen Hastings Wealth Advisors, Inc. Investment Committee consults with and advises the officers and management of Petersen Hastings in establishing and managing investment strategies for client accounts in accordance with applicable laws, controlling documents, and the client’s written Investment Policy Statement. Petersen Hastings’ investment adviser representatives and employees are required to adhere to the Petersen Hastings Compliance Manual in the performance of their daily activities and responsibilities to Petersen Hastings and you. Our Compliance Manual includes an overview of the various federal and state statutes and regulations governing Petersen Hastings’ operations and our policies and procedures, which are designed to comply with applicable regulations and to facilitate the timeliness and quality of our compliance activities. Ms. Diane Gaines, CCO, is responsible for supervising Ms. Johnson’s advisory activities on behalf of Petersen Hastings pursuant to its written compliance policies and procedures. If you have any questions or concerns about your account, you are asked to contact Ms. Gaines by calling (509) 735-0484. Item 7- Requirements for State-Registered Advisers This Item is not applicable to us because we are registered with the U.S. Securities and Exchange Commission. September 16, 2025 3  Petersen Hastings Wealth Advisors, Inc. ADV Part 2B Brochure Supplement Item 1 – Cover Page James Thomas Lieuallen, Jr. Petersen Hastings Wealth Advisors, Inc. 8203 West Quinault Avenue, Suite 101 Kennewick, WA 99336 (509) 735-0484 September 16, 2025 This Brochure Supplement provides information about James Thomas (J.T.) Lieuallen, Jr. that supplements the Petersen Hastings Wealth Advisors, Inc. Brochure. You should have received a copy of that Brochure. Please contact Petersen Hastings at (509) 735-0484 if you did not receive our Brochure or if you have any questions about the contents of this supplement. Additional information about J.T. Lieuallen is available on the SEC’s website at www.adviserinfo.sec.gov. September 16, 2025 1  Petersen Hastings Wealth Advisors, Inc. ADV Part 2B Brochure Supplement Item 2 – Educational Background and Business Experience James Thomas (J.T.) Lieuallen, Jr., J.D., Esq., CTFA (Born in 1978) Formal Education After High School 2003 University of Oregon, Juris Doctor 2000 Linfield University, B.S. degree in Finance Business Experience 03/23 to present Senior Wealth Advisor, Petersen Hastings Investment Management, Inc. 01/08 to 03/23 Trust Advisor, Baker Boyer Bank 05/11 Certified Trust and Financial Advisor 05/11 Honor Graduate, Cannon Trust Institute 05/04 to 01/08 Associate Attorney, Corey Byler & Rew, LLP 04/04 Esquire, Oregon State Bar Association Professional Designations CTFA – Certified Trust and Financial Advisor Mr. Lieuallen received the CTFA designation in May of 2011. Issued by: Institute of Certified Bankers, a subsidiary of the American Banking Association Professional Experience and Education Prerequisites: • A minimum of three (3) years experience in wealth management and completion of one of the following ICB-approved wealth management training programs: o ABA National Trust School and ABA Graduate Trust School (Level 1 & 2), o ABA Wealth Management and Trust Online Training Courses; and ABA CTFA Online Review Course o Other ICB-approved wealth management training programs: ▪ Cannon Financial Institute Trust Schools ▪ Campbell University's Trust & Investment Management Program , or o Five (5) years experience in wealth management and a bachelor's degree, or September 16, 2025 2  Petersen Hastings Wealth Advisors, Inc. ADV Part 2B Brochure Supplement o Ten (10) years experience in wealth management Ethics Statement - Each candidate must sign ICB's Professional Code of Ethics statement. Exam - Pass the comprehensive CTFA Certification Examination. The exam is administered in 4 hours and covers the areas of Fiduciary & Trust Activities, Financial Planning, Tax Law & Planning, Investment Management, and Ethics. Continuing Education - 45 hours every 3 years. Item 3- Disciplinary Information We are required to disclose all material facts regarding any legal or disciplinary events that would be related to your evaluation of Mr. Lieuallen. Mr. Lieuallen has not been involved in any such events and therefore we have no information applicable to this Item to report. Item 4- Other Business Activities We are required to disclose certain information about certain outside business activities in which Mr. Lieuallen is actively engaged. Mr. Lieuallen is not engaged in any such activities and therefore we have no information applicable to this Item to report. Item 5- Additional Compensation We are required to disclose any economic benefit that someone who is not a client provides to Mr. Lieuallen for providing advisory services. Mr. Lieuallen does not receive any such economic benefits and therefore we have no information applicable to this Item to report. Item 6 – Supervision The Petersen Hastings Wealth Advisors, Inc. Investment Committee consults with and advises the officers and management of Petersen Hastings in establishing and managing investment strategies for client accounts in accordance with applicable laws, controlling documents, and the client’s written Investment Policy Statement. Petersen Hastings’ investment adviser representatives and employees are required to adhere to the Petersen Hastings Compliance Manual in the performance of their daily activities and responsibilities to Petersen Hastings and you. Our Compliance Manual includes an overview of the various federal and state statutes and regulations governing Petersen Hastings’ operations and our policies and procedures, which are designed to comply with applicable regulations and to facilitate the timeliness and quality of our compliance activities. Ms. Diane Gaines, CCO, is responsible for supervising Mr. Lieuallen’s advisory activities on behalf of Petersen Hastings pursuant to its written compliance policies and procedures. If you have any questions or concerns about your account, you are asked to contact Ms. Gaines by calling (509) 735-0484. Item 7- Requirements for State-Registered Advisers This Item is not applicable to us because we are registered with the U.S. Securities and Exchange Commission. September 16, 2025 3  Petersen Hastings Wealth Advisors, Inc. ADV Part 2B Brochure Supplement Item 1 – Cover Page John Stirn Keyes Petersen Hastings Wealth Advisors, Inc. 8203 West Quinault Avenue, Suite 101 Kennewick, WA 99336 (509) 735-0484 September 16, 2025 This Brochure Supplement provides information about John Stirn Keyes that supplements the Petersen Hastings Wealth Advisors, Inc. Brochure. You should have received a copy of that Brochure. Please contact Petersen Hastings at (509) 735-0484 if you did not receive our Brochure or if you have any questions about the contents of this supplement. Additional information about John Keyes is available on the SEC’s website at www.adviserinfo.sec.gov. September 16, 2025 1  Petersen Hastings Wealth Advisors, Inc. ADV Part 2B Brochure Supplement Item 2 – Educational Background and Business Experience John Stirn Keyes (Born in 1982) Formal Education After High School 2005 Whitman College, B.A. degree Mathematics Business Experience 10/20 Certified Financial Planner™ Licensee 02/20 to present Wealth Advisor, Petersen Hastings Wealth Advisors, Inc. 07/16 to 12/19 Investment Professional, Cetera Investment Services, LLC 11/10 to 08/15 Relationship Manager, Fidelity Investments Professional Designations CFP® – Certified Financial Planner™ Mr. Keyes received the CFP® (Certified Financial Planner™) designation in October 2020. The CFP® certification is a voluntary certification issued by the Certified Financial Planner Board of Standards, Inc. 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. 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, administered in 10 hours over a two-day period, 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® designation: September 16, 2025 2  Petersen Hastings Wealth Advisors, Inc. ADV Part 2B Brochure Supplement • 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. Item 3- Disciplinary Information We are required to disclose all material facts regarding any legal or disciplinary events that would be related to your evaluation of Mr. Keyes. Mr. Keyes has not been involved in any such events and therefore we have no information applicable to this Item to report. Item 4- Other Business Activities We are required to disclose certain information about certain outside business activities in which Mr. Keyes is actively engaged. Mr. Keyes is not engaged in any such activities and therefore we have no information applicable to this Item to report. Item 5- Additional Compensation We are required to disclose any economic benefit that someone who is not a client provides to Mr. Keyes for providing advisory services. Mr. Keyes does not receive any such economic benefits and therefore we have no information applicable to this Item to report. Item 6 – Supervision The Petersen Hastings Wealth Advisors, Inc. Investment Committee consults with and advises the officers and management of Petersen Hastings in establishing and managing investment strategies for client accounts in accordance with applicable laws, controlling documents, and the client’s written Investment Policy Statement. Petersen Hastings’ investment adviser representatives and employees are required to adhere to the Petersen Hastings Compliance Manual in the performance of their daily activities and responsibilities to Petersen Hastings and you. Our Compliance Manual includes an overview of the various federal and state statutes and regulations governing Petersen Hastings’ operations and our policies and procedures, which are designed to comply with applicable regulations and to facilitate the timeliness and quality of our compliance activities. Ms. Diane Gains, CCO, is responsible for supervising Mr. Keyes’s advisory activities on behalf of Petersen Hastings pursuant to its written compliance policies and procedures. If you have any questions or concerns about your account, you are asked to contact Ms. Gaines by calling (509) 735-0484. Item 7- Requirements for State-Registered Advisers This Item is not applicable to us because we are registered with the U.S. Securities and Exchange Commission. September 16, 2025 3  Petersen Hastings Wealth Advisors, Inc. ADV Part 2B Brochure Supplement Item 1 – Cover Page Joshua James Chittenden Petersen Hastings Wealth Advisors, Inc. 8203 West Quinault Avenue, Suite 101 Kennewick, WA 99336 (509) 735-0484 September 16, 2025 This Brochure Supplement provides information about Joshua James Chittenden that supplements the Petersen Hastings Wealth Advisors, Inc. Brochure. You should have received a copy of that Brochure. Please contact Petersen Hastings at (509) 735-0484 if you did not receive our Brochure or if you have any questions about the contents of this supplement. Additional information about Joshua Chittenden is available on the SEC’s website at www.adviserinfo.sec.gov. September 16, 2025 1  Petersen Hastings Wealth Advisors, Inc. ADV Part 2B Brochure Supplement Item 2 – Educational Background and Business Experience Joshua James Chittenden, CFP®, AIF® (Born in 1984) Formal Education After High School 2006 Gonzaga University, B.A. degree in Business Administration (Finance & Marketing) Business Experience 07/20 to present Senior Wealth Advisor, Petersen Hastings Wealth Advisors, Inc. 10/15 Accredited Investment Fiduciary® 06/11 Certified Financial Planner™ Licensee 01/11 to 06/20 Wealth Advisor, Petersen Hastings Wealth Advisors, Inc. 07/06 to 12/10 Wealth Planner, Petersen Hastings Wealth Advisors, Inc. Professional Designations CFP® - Certified Financial Planner™ Mr. Chittenden received the CFP® (Certified Financial Planner™) designation in June 2011. The CFP® certification is a voluntary certification issued by the Certified Financial Planner Board of Standards, Inc. 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. 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, administered in 10 hours over a two-day period, 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. September 16, 2025 2  Petersen Hastings Wealth Advisors, Inc. ADV Part 2B Brochure Supplement 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® designation: • 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. AIF® – Accredited Investment Fiduciary Mr. Chittenden received the AIF® (Accredited Investment Fiduciary) designation in October 2015. The AIF® certification is a voluntary certification. There are requirements in place to demonstrate to the public that AIF® designees are proactive in understanding their fiduciary responsibilities and being leaders in the fiduciary community. Individuals who become certified must complete the following ongoing education requirements in order to maintain the right to continue to use the AIF® designation: • Continuing Education – Complete 6 hours of continuing education hours every year. Item 3- Disciplinary Information We are required to disclose all material facts regarding any legal or disciplinary events that would be related to your evaluation of Mr. Chittenden. Mr. Chittenden has not been involved in any such events and therefore we have no information applicable to this Item to report. Item 4- Other Business Activities We are required to disclose certain information about certain outside business activities in which Mr. Chittenden is actively engaged. Mr. Chittenden is not engaged in any such activities and therefore we have no information applicable to this Item to report. Item 5- Additional Compensation We are required to disclose any economic benefit that someone who is not a client provides to Mr. Chittenden for providing advisory services. Mr. Chittenden does not receive any such economic benefits and therefore we have no information applicable to this Item to report. Item 6 – Supervision The Petersen Hastings Wealth Advisors, Inc. Investment Committee consults with and advises the officers and management of Petersen Hastings in establishing and managing investment strategies for client accounts in accordance with applicable laws, controlling documents, and the client’s written Investment Policy Statement. September 16, 2025 3  Petersen Hastings Wealth Advisors, Inc. ADV Part 2B Brochure Supplement Petersen Hastings’ investment adviser representatives and employees are required to adhere to the Petersen Hastings Compliance Manual in the performance of their daily activities and responsibilities to Petersen Hastings and you. Our Compliance Manual includes an overview of the various federal and state statutes and regulations governing Petersen Hastings’ operations and our policies and procedures, which are designed to comply with applicable regulations and to facilitate the timeliness and quality of our compliance activities. Ms. Diane Gaines, CCO, is responsible for supervising Mr. Chittenden’s advisory activities on behalf of Petersen Hastings pursuant to its written compliance policies and procedures. If you have any questions or concerns about your account, you are asked to contact Ms. Gaines by calling (509) 735-0484. Item 7- Requirements for State-Registered Advisers This Item is not applicable to us because we are registered with the U.S. Securities and Exchange Commission. September 16, 2025 4  Petersen Hastings Wealth Advisors, Inc. ADV Part 2B Brochure Supplement Item 1 – Cover Page Lilymarie Xue McKeirnan Petersen Hastings Wealth Advisors, Inc. 8203 West Quinault Avenue, Suite 101 Kennewick, WA 99336 (509) 735-0484 September 16, 2025 This Brochure Supplement provides information about Lilymarie Xue McKeirnan that supplements the Petersen Hastings Wealth Advisors, Inc. Brochure. You should have received a copy of that Brochure. Please contact Petersen Hastings at (509) 735-0484 if you did not receive our Brochure or if you have any questions about the contents of this supplement. Additional information about Lilymarie McKeirnan is available on the SEC’s website at www.adviserinfo.sec.gov. September 16, 2025 1  Petersen Hastings Wealth Advisors, Inc. ADV Part 2B Brochure Supplement Item 2 – Educational Background and Business Experience Lilymarie Xue McKeirnan (Born in 1996) Formal Education After High School 2020 Whitworth University, Master in Teaching 2018 Whitworth University, B.S. in Mathematics, Minor in Computer Science, Magna Cum Laude Business Experience 07/22 to present Associate Wealth Advisor, Petersen Hastings Wealth Advisors, Inc. 03/21 to 02/22 English Teacher, Seoul Metropolitan Office of Education 10/18 to 03/19 English Teacher, Sa-Nguan Ying School 05/15 to 98/19 Plant Manager, Klicker’s Strawberry Acres Item 3- Disciplinary Information We are required to disclose all material facts regarding any legal or disciplinary events that would be related to your evaluation of Ms. McKeirnan. Ms. McKeirnan has not been involved in any such events and therefore we have no information applicable to this Item to report. Item 4- Other Business Activities We are required to disclose certain information about certain outside business activities in which Ms. McKeirnan is actively engaged. Ms. McKeirnan is not engaged in any such activities and therefore we have no information applicable to this Item to report. Item 5- Additional Compensation We are required to disclose any economic benefit that someone who is not a client provides to Ms. McKeirnan for providing advisory services. Ms. McKeirnan does not receive any such economic benefits and therefore we have no information applicable to this Item to report. Item 6 – Supervision The Petersen Hastings Wealth Advisors, Inc. Investment Committee consults with and advises the officers and management of Petersen Hastings in establishing and managing investment strategies for client accounts in accordance with applicable laws, controlling documents, and the client’s written Investment Policy Statement. Petersen Hastings’ investment adviser representatives and employees are required to adhere to the Petersen Hastings Compliance Manual in the performance of their daily activities and responsibilities to Petersen Hastings and you. Our Compliance Manual includes an overview of the various federal and state statutes and regulations governing Petersen Hastings’ operations and our policies and procedures, which are designed to comply with applicable regulations and to facilitate the timeliness and quality of our compliance activities. Ms. Diane Gaines, CCO, is responsible for supervising Ms. McKeirnan’s advisory activities on behalf of Petersen Hastings pursuant to its written compliance policies and procedures. If you have any questions or concerns about your account, you are asked to contact Ms. Gaines by calling (509) 735-0484. September 16, 2025 2  Petersen Hastings Wealth Advisors, Inc. ADV Part 2B Brochure Supplement Item 7- Requirements for State-Registered Advisers This Item is not applicable to us because we are registered with the U.S. Securities and Exchange Commission. September 16, 2025 3  Petersen Hastings Wealth Advisors, Inc. ADV Part 2B Brochure Supplement Item 1 – Cover Page Mathew Joseph-Jack Legard Petersen Hastings Wealth Advisors, Inc. 8203 West Quinault Avenue, Suite 101 Kennewick, WA 99336 (509) 735-0484 September 16, 2025 This Brochure Supplement provides information about Mathew Joseph-Jack Legard that supplements the Petersen Hastings Wealth Advisors, Inc. Brochure. You should have received a copy of that Brochure. Please contact Petersen Hastings at (509) 735-0484 if you did not receive our Brochure or if you have any questions about the contents of this supplement. Additional information about Mathew Legard is available on the SEC’s website at www.adviserinfo.sec.gov. September 16, 2025 1  Petersen Hastings Wealth Advisors, Inc. ADV Part 2B Brochure Supplement Item 2 – Educational Background and Business Experience Mathew Joseph-Jack Legard (Born in 2000) Formal Education After High School 2023 Gonzaga University, B.A. in Business, Finance Concentration Business Experience 04/23 to present Associate Wealth Advisor, Petersen Hastings Wealth Advisors, Inc. 05/22 to 08/22 Lending Intern, Community First Bank / HFG Trust Item 3- Disciplinary Information We are required to disclose all material facts regarding any legal or disciplinary events that would be related to your evaluation of Mr. Legard. Mr. Legard has not been involved in any such events and therefore we have no information applicable to this Item to report. Item 4- Other Business Activities We are required to disclose certain information about certain outside business activities in which Mr. Legard is actively engaged. Mr. Legard is not engaged in any such activities and therefore we have no information applicable to this Item to report. Item 5- Additional Compensation We are required to disclose any economic benefit that someone who is not a client provides to Mr. Legard for providing advisory services. Mr. Legard does not receive any such economic benefits and therefore we have no information applicable to this Item to report. Item 6 – Supervision The Petersen Hastings Wealth Advisors, Inc. Investment Committee consults with and advises the officers and management of Petersen Hastings in establishing and managing investment strategies for client accounts in accordance with applicable laws, controlling documents, and the client’s written Investment Policy Statement. Petersen Hastings’ investment adviser representatives and employees are required to adhere to the Petersen Hastings Compliance Manual in the performance of their daily activities and responsibilities to Petersen Hastings and you. Our Compliance Manual includes an overview of the various federal and state statutes and regulations governing Petersen Hastings’ operations and our policies and procedures, which are designed to comply with applicable regulations and to facilitate the timeliness and quality of our compliance activities. Ms. Diane Gaines, CCO, is responsible for supervising Mr. Legard’s advisory activities on behalf of Petersen Hastings pursuant to its written compliance policies and procedures. If you have any questions or concerns about your account, you are asked to contact Ms. Gaines by calling (509) 735-0484. Item 7- Requirements for State-Registered Advisers This Item is not applicable to us because we are registered with the U.S. Securities and Exchange Commission. September 16, 2025 2  Petersen Hastings Wealth Advisors, Inc. ADV Part 2B Brochure Supplement Item 1 – Cover Page Matthew Lee Neff Petersen Hastings Wealth Advisors, Inc. 8203 West Quinault Avenue, Suite 101 Kennewick, WA 99336 (509) 735-0484 September 16, 2025 This Brochure Supplement provides information about Matthew Lee Neff that supplements the Petersen Hastings Wealth Advisors, Inc. Brochure. You should have received a copy of that Brochure. Please contact Petersen Hastings at (509) 735-0484 if you did not receive our Brochure or if you have any questions about the contents of this supplement. Additional information about Matthew Neff is available on the SEC’s website at www.adviserinfo.sec.gov. September 16, 2025 1  Petersen Hastings Wealth Advisors, Inc. ADV Part 2B Brochure Supplement Item 2 – Educational Background and Business Experience Matthew Lee Neff, CRPC®, AIF® (Born in 1976) Formal Education After High School 1999 Washington State University, B.A. degree Business Administration (Accounting) Business Experience 01/22 to present Director of Advisor Services, Petersen Hastings Wealth Advisors, Inc. 01/20 to present Corporate Officer, Vice President, Petersen Hastings Wealth Advisors, Inc. 10/16 to present Senior Wealth Advisor, Petersen Hastings Wealth Advisors, Inc. 01/13 to present Chief Operating Officer, Petersen Hastings Wealth Advisors, Inc. 12/11 Accredited Investment Fiduciary® 01/07 to 12/12 Treasurer, Petersen Hastings Wealth Advisors, Inc. 08/03 Chartered Retirement Planning Counselor™ 11/00 to 10/16 Wealth Advisor, Petersen Hastings Wealth Advisors, Inc. 08/99 to 11/00 Trader, Petersen Hastings Wealth Advisors, Inc. Professional Designations CRPC® – Chartered Retirement Planning Counselor™ Issued by: The College for Financial Planning Prerequisite: None Exam: CRPC® Certification Examination 16 hours every 2-years Continuing Education Requirement: AIF® – Accredited Investment Fiduciary Mr. Neff received the AIF® (Accredited Investment Fiduciary) designation in December, 2011. The AIF® certification is a voluntary certification. There are requirements in place to demonstrate to the public that AIF® designees are proactive in understanding their fiduciary responsibilities and being leaders in the fiduciary community. Individuals who become certified must complete the following ongoing education requirements in order to maintain the right to continue to use the AIF® designation: • Continuing Education – Complete 6 hours of continuing education hours every year. September 16, 2025 2  Petersen Hastings Wealth Advisors, Inc. ADV Part 2B Brochure Supplement Item 3- Disciplinary Information We are required to disclose all material facts regarding any legal or disciplinary events that would be related to your evaluation of Mr. Neff. Mr. Neff has not been involved in any such events and therefore we have no information applicable to this Item to report. Item 4- Other Business Activities We are required to disclose certain information about certain outside business activities in which Mr. Neff is actively engaged. Mr. Neff is not engaged in any such activities and therefore we have no information applicable to this Item to report. Item 5- Additional Compensation We are required to disclose any economic benefit that someone who is not a client provides to Mr. Neff for providing advisory services. Mr. Neff does not receive any such economic benefits and therefore we have no information applicable to this Item to report. Item 6 – Supervision The Petersen Hastings Wealth Advisors, Inc. Investment Committee consults with and advises the officers and management of Petersen Hastings in establishing and managing investment strategies for client accounts in accordance with applicable laws, controlling documents, and the client’s written Investment Policy Statement. Petersen Hastings’ investment adviser representatives and employees are required to adhere to the Petersen Hastings Compliance Manual in the performance of their daily activities and responsibilities to Petersen Hastings and you. Our Compliance Manual includes an overview of the various federal and state statutes and regulations governing Petersen Hastings’ operations and our policies and procedures, which are designed to comply with applicable regulations and to facilitate the timeliness and quality of our compliance activities. Ms. Diane Gaines, CCO, is responsible for supervising Mr. Neff’s advisory activities on behalf of Petersen Hastings pursuant to its written compliance policies and procedures. If you have any questions or concerns about your account, you are asked to contact Ms. Gaines by calling (509) 735-0484. Item 7- Requirements for State-Registered Advisers This Item is not applicable to us because we are registered with the U.S. Securities and Exchange Commission. September 16, 2025 3  Petersen Hastings Wealth Advisors, Inc. ADV Part 2B Brochure Supplement Item 1 – Cover Page Matthew James Petersen Petersen Hastings Wealth Advisors, Inc. 8203 West Quinault Avenue, Suite 101 Kennewick, WA 99336 (509) 735-0484 September 16, 2025 This Brochure Supplement provides information about Matthew James Petersen that supplements the Petersen Hastings Wealth Advisors, Inc. Brochure. You should have received a copy of that Brochure. Please contact Petersen Hastings at (509) 735-0484 if you did not receive our Brochure or if you have any questions about the contents of this supplement. Additional information about Matthew Petersen is available on the SEC’s website at www.adviserinfo.sec.gov. September 16, 2025 1  Petersen Hastings Wealth Advisors, Inc. ADV Part 2B Brochure Supplement Item 2 – Educational Background and Business Experience Matthew James Petersen, AIF® (Born in 1987) Formal Education After High School 2009 University of Oregon, B.A. degree English Literature Business Experience 07/20 to present Senior Wealth Advisor, Petersen Hastings Wealth Advisors, Inc. 01/20 to present Corporate Officer, Secretary, Petersen Hastings Wealth Advisors, Inc. 01/19 to 12/22 Chief Compliance Officer, Petersen Hastings Wealth Advisors, Inc. 1/16 Certified Trust and Financial Advisor 6/15 Accredited Investment Fiduciary® 3/13 to 06/20 Wealth Advisor, Petersen Hastings Wealth Advisors, Inc. Professional Designations AIF® – Accredited Investment Fiduciary Mr. Petersen received the AIF® (Accredited Investment Fiduciary) designation in June 2015. The AIF® certification is a voluntary certification. There are requirements in place to demonstrate to the public that AIF® designees are proactive in understanding their fiduciary responsibilities and being leaders in the fiduciary community. Individuals who become certified must complete the following ongoing education requirements in order to maintain the right to continue to use the AIF® designation: • Continuing Education – Complete 6 hours of continuing education hours every year. CTFA – Certified Trust and Financial Advisor Mr. Petersen received the CTFA designation in January 2016. Issued by: Institute of Certified Bankers, a subsidiary of the American Banking Association Professional Experience and Education Prerequisites: • A minimum of three (3) years experience in wealth management and completion of one of the following ICB-approved wealth management training programs: o ABA National Trust School and ABA Graduate Trust School (Level 1 & 2), September 16, 2025 2  Petersen Hastings Wealth Advisors, Inc. ADV Part 2B Brochure Supplement o ABA Wealth Management and Trust Online Training Courses; and ABA CTFA Online Review Course o Other ICB-approved wealth management training programs: ▪ Cannon Financial Institute Trust Schools ▪ Campbell University's Trust & Investment Management Program , or o Five (5) years experience in wealth management and a bachelor's degree, or o Ten (10) years experience in wealth management Ethics Statement - Each candidate must sign ICB's Professional Code of Ethics statement. Exam - Pass the comprehensive CTFA Certification Examination. The exam is administered in 4 hours and covers the areas of Fiduciary & Trust Activities, Financial Planning, Tax Law & Planning, Investment Management, and Ethics. Continuing Education - 45 hours every 3 years. Item 3- Disciplinary Information We are required to disclose all material facts regarding any legal or disciplinary events that would be related to your evaluation of Mr. Petersen. Mr. Petersen has not been involved in any such events and therefore we have no information applicable to this Item to report. Item 4- Other Business Activities We are required to disclose certain information about certain outside business activities in which Mr. Petersen is actively engaged. Mr. Petersen is not engaged in any such activities and therefore we have no information applicable to this Item to report. Item 5- Additional Compensation We are required to disclose any economic benefit that someone who is not a client provides to Mr. Petersen for providing advisory services. Mr. Petersen does not receive any such economic benefits and therefore we have no information applicable to this Item to report. September 16, 2025 3  Petersen Hastings Wealth Advisors, Inc. ADV Part 2B Brochure Supplement Item 6 – Supervision The Petersen Hastings Wealth Advisors, Inc. Investment Committee consults with and advises the officers and management of Petersen Hastings in establishing and managing investment strategies for client accounts in accordance with applicable laws, controlling documents, and the client’s written Investment Policy Statement. Petersen Hastings’ investment adviser representatives and employees are required to adhere to the Petersen Hastings Compliance Manual in the performance of their daily activities and responsibilities to Petersen Hastings and you. Our Compliance Manual includes an overview of the various federal and state statutes and regulations governing Petersen Hastings’ operations and our policies and procedures, which are designed to comply with applicable regulations and to facilitate the timeliness and quality of our compliance activities. Ms. Diane Gaines, CCO, is responsible for supervising Mr. Petersen’s advisory activities on behalf of Petersen Hastings pursuant to its written compliance policies and procedures. If you have any questions or concerns about your account, you are asked to contact Ms. Gaines by calling (509) 735-0484. Item 7- Requirements for State-Registered Advisers This Item is not applicable to us because we are registered with the U.S. Securities and Exchange Commission. September 16, 2025 4  Petersen Hastings Wealth Advisors, Inc. ADV Part 2B Brochure Supplement Item 1 – Cover Page Nicholas James Lindholm Petersen Hastings Wealth Advisors, Inc. 8203 West Quinault Avenue, Suite 101 Kennewick, WA 99336 (509) 735-0484 September 16, 2025 This Brochure Supplement provides information about Nicholas (Nick) James Lindholm that supplements the Petersen Hastings Wealth Advisors, Inc. Brochure. You should have received a copy of that Brochure. Please contact Petersen Hastings at (509) 735-0484 if you did not receive our Brochure or if you have any questions about the contents of this supplement. Additional information about Nick Lindholm is available on the SEC’s website at www.adviserinfo.sec.gov. September 16, 2025 1  Petersen Hastings Wealth Advisors, Inc. ADV Part 2B Brochure Supplement Item 2 – Educational Background and Business Experience Nicholas (Nick) James Lindholm (Born in 2002) Formal Education After High School 2024 Central Washington University, B.S. in Personal Financial Planning Business Experience 10/24 to Present Portfolio Analyst, Petersen Hastings Wealth Advisors, Inc. 07/23 to 07/23 Intern, Waddell & Reed Financial Advisors / LPL Financial Item 3- Disciplinary Information We are required to disclose all material facts regarding any legal or disciplinary events that would be related to your evaluation of Mr. Lindholm. Mr. Lindholm has not been involved in any such events and therefore we have no information applicable to this Item to report. Item 4- Other Business Activities We are required to disclose certain information about certain outside business activities in which Mr. Lindholm is actively engaged. Mr. Lindholm is not engaged in any such activities and therefore we have no information applicable to this Item to report. Item 5- Additional Compensation We are required to disclose any economic benefit that someone who is not a client provides to Mr. Lindholm for providing advisory services. Mr. Lindholm does not receive any such economic benefits and therefore we have no information applicable to this Item to report. Item 6 – Supervision The Petersen Hastings Wealth Advisors, Inc. Investment Committee consults with and advises the officers and management of Petersen Hastings in establishing and managing investment strategies for client accounts in accordance with applicable laws, controlling documents, and the client’s written Investment Policy Statement. Petersen Hastings’ investment adviser representatives and employees are required to adhere to the Petersen Hastings Compliance Manual in the performance of their daily activities and responsibilities to Petersen Hastings and you. Our Compliance Manual includes an overview of the various federal and state statutes and regulations governing Petersen Hastings’ operations and our policies and procedures, which are designed to comply with applicable regulations and to facilitate the timeliness and quality of our compliance activities. Ms. Diane Gaines, CCO, is responsible for supervising Mr. Lindholm’s advisory activities on behalf of Petersen Hastings pursuant to its written compliance policies and procedures. If you have any questions or concerns about your account, you are asked to contact Ms. Gaines by calling (509) 735-0484. Item 7- Requirements for State-Registered Advisers This Item is not applicable to us because we are registered with the U.S. Securities and Exchange Commission. September 16, 2025 2  Petersen Hastings Wealth Advisors, Inc. ADV Part 2B Brochure Supplement Item 1 – Cover Page Rachel Elizabeth Chacko Petersen Hastings Wealth Advisors, Inc. 8203 West Quinault Avenue, Suite 101 Kennewick, WA 99336 (509) 735-0484 September 16, 2025 This Brochure Supplement provides information about Rachel Elizabeth Chacko that supplements the Petersen Hastings Wealth Advisors, Inc. Brochure. You should have received a copy of that Brochure. Please contact Petersen Hastings at (509) 735-0484 if you did not receive our Brochure or if you have any questions about the contents of this supplement. Additional information about Rachel Chacko is available on the SEC’s website at www.adviserinfo.sec.gov. September 16, 2025 1  Petersen Hastings Wealth Advisors, Inc. ADV Part 2B Brochure Supplement Item 2 – Educational Background and Business Experience Rachel Elizabeth Chacko (Born in 1978) Formal Education After High School 2010 University of Colorado, Ph.D., Music Theory 2007 University of Colorado, Doctor of Musical Arts 2006 Royal Northern College of Music, Postgraduate Diploma in Performance 2003 University of Nebraska, Master in Music 2001 Grinnell College, Bachelor of Arts Business Experience 01/23 to present Wealth Advisor, Petersen Hastings Wealth Advisors, Inc. 07/22 to 12/22 Associate Wealth Advisor, Petersen Hastings Wealth Advisors, Inc. 01/20 to 06/22 Associate Integrated Wealth Advisor, Carlson Capital Management, LLC 10/20 Certified Financial Planner™ Licensee 10/18 to 12/19 Paraplanner, Carlson Capital Management, LLC 01/11 to 9/18 Associate Professor, Whitman College Professional Designations CFP® – Certified Financial Planner™ Mrs. Chacko received the CFP® (Certified Financial Planner™) designation in October of 2020. The CFP® certification is a voluntary certification issued by the Certified Financial Planner Board of Standards, Inc. 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. September 16, 2025 2  Petersen Hastings Wealth Advisors, Inc. ADV Part 2B Brochure Supplement 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, administered in 10 hours over a two-day period, 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® designation: • 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. Item 3- Disciplinary Information We are required to disclose all material facts regarding any legal or disciplinary events that would be related to your evaluation of Mrs. Chacko. Mrs. Chacko has not been involved in any such events and therefore we have no information applicable to this Item to report. Item 4- Other Business Activities We are required to disclose certain information about certain outside business activities in which Mrs. Chacko is actively engaged. Mrs. Chacko is not engaged in any such activities and therefore we have no information applicable to this Item to report. Item 5- Additional Compensation We are required to disclose any economic benefit that someone who is not a client provides to Mrs. Chacko for providing advisory services. Mrs. Chacko does not receive any such economic benefits and therefore we have no information applicable to this Item to report. September 16, 2025 3  Petersen Hastings Wealth Advisors, Inc. ADV Part 2B Brochure Supplement Item 6 – Supervision The Petersen Hastings Wealth Advisors, Inc. Investment Committee consults with and advises the officers and management of Petersen Hastings in establishing and managing investment strategies for client accounts in accordance with applicable laws, controlling documents, and the client’s written Investment Policy Statement. Petersen Hastings’ investment adviser representatives and employees are required to adhere to the Petersen Hastings Compliance Manual in the performance of their daily activities and responsibilities to Petersen Hastings and you. Our Compliance Manual includes an overview of the various federal and state statutes and regulations governing Petersen Hastings’ operations and our policies and procedures, which are designed to comply with applicable regulations and to facilitate the timeliness and quality of our compliance activities. Ms. Diane Gaines, CCO, is responsible for supervising Mrs. Chacko’s advisory activities on behalf of Petersen Hastings pursuant to its written compliance policies and procedures. If you have any questions or concerns about your account, you are asked to contact Ms. Gaines by calling (509) 735-0484. Item 7- Requirements for State-Registered Advisers This Item is not applicable to us because we are registered with the U.S. Securities and Exchange Commission. September 16, 2025 4  Petersen Hastings Wealth Advisors, Inc. ADV Part 2B Brochure Supplement Item 1 – Cover Page Scott Allen Sarber Petersen Hastings Wealth Advisors, Inc. 8203 West Quinault Avenue, Suite 101 Kennewick, WA 99336 (509) 735-0484 September 16, 2025 This Brochure Supplement provides information about Scott Allen Sarber that supplements the Petersen Hastings Wealth Advisors, Inc. Brochure. You should have received a copy of that Brochure. Please contact Petersen Hastings at (509) 735-0484 if you did not receive our Brochure or if you have any questions about the contents of this supplement. Additional information about Scott Sarber is available on the SEC’s website at www.adviserinfo.sec.gov. September 16, 2025 1  Petersen Hastings Wealth Advisors, Inc. ADV Part 2B Brochure Supplement Item 2 – Educational Background and Business Experience Scott Allen Sarber, CFP®, AIF® (Born in 1969) Eastern Washington University, B.A. degree in Finance and Economies Formal Education After High School 1992 Business Experience 01/20 to present CEO, Petersen Hastings Wealth Advisors, Inc. 10/16 to present Senior Wealth Advisor, Petersen Hastings Wealth Advisors, Inc. 10/15 Accredited Investment Fiduciary® 01/13 to present Corporate Officer, President, Petersen Hastings Wealth Advisors, Inc. 09/06 Certified Financial Planner™ Licensee 1/07- 12/12 Corporate Officer, Vice President, Petersen Hastings Wealth Advisors, Inc. 10/95 to 10/16 Wealth Advisor, Petersen Hastings Wealth Advisors, Inc. Professional Designation CFP® – Certified Financial Planner™ Mr. Sarber received the CFP® (Certified Financial Planner™) designation in September 2006. The CFP® certification is a voluntary certification issued by the Certified Financial Planner Board of Standards, Inc. 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. 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, administered in 10 hours over a two-day period, 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 September 16, 2025 2  Petersen Hastings Wealth Advisors, Inc. ADV Part 2B Brochure Supplement • 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® designation: • 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. AIF® – Accredited Investment Fiduciary Mr. Sarber received the AIF® (Accredited Investment Fiduciary) designation in October 2015. The AIF® certification is a voluntary certification. There are requirements in place to demonstrate to the public that AIF® designees are proactive in understanding their fiduciary responsibilities and being leaders in the fiduciary community. Individuals who become certified must complete the following ongoing education requirements in order to maintain the right to continue to use the AIF® designation: • Continuing Education – Complete 6 hours of continuing education hours every year. Item 3- Disciplinary Information We are required to disclose all material facts regarding any legal or disciplinary events that would be related to your evaluation of Mr. Sarber. Mr. Sarber has not been involved in any such events and therefore we have no information applicable to this Item to report. Item 4- Other Business Activities We are required to disclose certain information about certain outside business activities in which Mr. Sarber is actively engaged. Mr. Sarber is not engaged in any such activities and therefore we have no information applicable to this Item to report. Item 5- Additional Compensation We are required to disclose any economic benefit that someone who is not a client provides to Mr. Sarber for providing advisory services. Mr. Sarber does not receive any such economic benefits and therefore we have no information applicable to this Item to report. September 16, 2025 3  Petersen Hastings Wealth Advisors, Inc. ADV Part 2B Brochure Supplement Item 6 – Supervision The Petersen Hastings Wealth Advisors, Inc. Investment Committee consults with and advises the officers and management of Petersen Hastings in establishing and managing investment strategies for client accounts in accordance with applicable laws, controlling documents, and the client’s written Investment Policy Statement. Petersen Hastings’ investment adviser representatives and employees are required to adhere to the Petersen Hastings Compliance Manual in the performance of their daily activities and responsibilities to Petersen Hastings and you. Our Compliance Manual includes an overview of the various federal and state statutes and regulations governing Petersen Hastings’ operations and our policies and procedures, which are designed to comply with applicable regulations and to facilitate the timeliness and quality of our compliance activities. Ms. Diane Gaines, CCO, is responsible for supervising Mr. Sarber’s advisory activities on behalf of Petersen Hastings pursuant to its written compliance policies and procedures. If you have any questions or concerns about your account, you are asked to contact Ms. Gaines by calling (509) 735-0484. Item 7- Requirements for State-Registered Advisers This Item is not applicable to us because we are registered with the U.S. Securities and Exchange Commission. September 16, 2025 4  Petersen Hastings Wealth Advisors, Inc. ADV Part 2B Brochure Supplement Item 1 – Cover Page Susan Lim Larson Petersen Hastings Wealth Advisors, Inc. 8203 West Quinault Avenue, Suite 101 Kennewick, WA 99336 (509) 735-0484 September 16, 2025 This Brochure Supplement provides information about Susan Lim Larson that supplements the Petersen Hastings Wealth Advisors, Inc. Brochure. You should have received a copy of that Brochure. Please contact Petersen Hastings at (509) 735-0484 if you did not receive our Brochure or if you have any questions about the contents of this supplement. Additional information about Susan Larson is available on the SEC’s website at www.adviserinfo.sec.gov. September 16, 2025 1  Petersen Hastings Wealth Advisors, Inc. ADV Part 2B Brochure Supplement Item 2 – Educational Background and Business Experience Susan Lim Larson (Born in 1982) Business Experience 10/24 to present Associate Wealth Advisor, Petersen Hastings Wealth Advisors, Inc. 09/20 to 06/23 Financial Solutions Advisor, Merrill Lynch, Pierce, Fenner & Smith, Inc. 12/19 to 8/20 Relationship Banker, J.P. Morgan Securities, LLC 08/18 to 01/19 Financial Advisor, CUSO Financial Services, L.P., Numerica Credit Union 11/13 to 02/18 Insurance Agent, New York Life Insurance Company 06/04 to 10/06 Financial Service Specialist, Hapo Community Credit Union Item 3- Disciplinary Information We are required to disclose all material facts regarding any legal or disciplinary events that would be related to your evaluation of Ms. Larson. Ms. Larson has not been involved in any such events and therefore we have no information applicable to this Item to report. Item 4- Other Business Activities We are required to disclose certain information about certain outside business activities in which Ms. Larson is actively engaged. Ms. Larson is not engaged in any such activities and therefore we have no information applicable to this Item to report. Item 5- Additional Compensation We are required to disclose any economic benefit that someone who is not a client provides to Ms. Larson for providing advisory services. Ms. Larson does not receive any such economic benefits and therefore we have no information applicable to this Item to report. Item 6 – Supervision The Petersen Hastings Wealth Advisors, Inc. Investment Committee consults with and advises the officers and management of Petersen Hastings in establishing and managing investment strategies for client accounts in accordance with applicable laws, controlling documents, and the client’s written Investment Policy Statement. Petersen Hastings’ investment adviser representatives and employees are required to adhere to the Petersen Hastings Compliance Manual in the performance of their daily activities and responsibilities to Petersen Hastings and you. Our Compliance Manual includes an overview of the various federal and state statutes and regulations governing Petersen Hastings’ operations and our policies and procedures, which are designed to comply with applicable regulations and to facilitate the timeliness and quality of our compliance activities. Ms. Diane Gaines, CCO, is responsible for supervising Ms. Larson’s advisory activities on behalf of Petersen Hastings pursuant to its written compliance policies and procedures. If you have any questions or concerns about your account, you are asked to contact Ms. Gaines by calling (509) 735-0484. Item 7- Requirements for State-Registered Advisers This Item is not applicable to us because we are registered with the U.S. Securities and Exchange Commission. September 16, 2025 2  Petersen Hastings Wealth Advisors, Inc. ADV Part 2B Brochure Supplement Item 1 – Cover Page Tanner Hale Henson Petersen Hastings Wealth Advisors, Inc. 8203 West Quinault Avenue, Suite 101 Kennewick, WA 99336 (509) 735-0484 September 16, 2025 This Brochure Supplement provides information about Tanner Hale Henson that supplements the Petersen Hastings Wealth Advisors, Inc. Brochure. You should have received a copy of that Brochure. Please contact Petersen Hastings at (509) 735-0484 if you did not receive our Brochure or if you have any questions about the contents of this supplement. Additional information about Tanner Henson is available on the SEC’s website at www.adviserinfo.sec.gov. September 16, 2025 1  Petersen Hastings Wealth Advisors, Inc. ADV Part 2B Brochure Supplement Item 2 – Educational Background and Business Experience Tanner Hale Henson (Born in 2000) Formal Education After High School 2023 Gonzaga University, B.A. in Business Administration, Finance Concentration Business Experience 09/24 to Present Portfolio Analyst, Petersen Hastings Wealth Advisors, Inc. 06/23 to 08/24 Credit Analyst, Community First Bank / HFG Trust Item 3- Disciplinary Information We are required to disclose all material facts regarding any legal or disciplinary events that would be related to your evaluation of Mr. Henson. Mr. Henson has not been involved in any such events and therefore we have no information applicable to this Item to report. Item 4- Other Business Activities We are required to disclose certain information about certain outside business activities in which Mr. Henson is actively engaged. Mr. Henson is not engaged in any such activities and therefore we have no information applicable to this Item to report. Item 5- Additional Compensation We are required to disclose any economic benefit that someone who is not a client provides to Mr. Henson for providing advisory services. Mr. Henson does not receive any such economic benefits and therefore we have no information applicable to this Item to report. Item 6 – Supervision The Petersen Hastings Wealth Advisors, Inc. Investment Committee consults with and advises the officers and management of Petersen Hastings in establishing and managing investment strategies for client accounts in accordance with applicable laws, controlling documents, and the client’s written Investment Policy Statement. Petersen Hastings’ investment adviser representatives and employees are required to adhere to the Petersen Hastings Compliance Manual in the performance of their daily activities and responsibilities to Petersen Hastings and you. Our Compliance Manual includes an overview of the various federal and state statutes and regulations governing Petersen Hastings’ operations and our policies and procedures, which are designed to comply with applicable regulations and to facilitate the timeliness and quality of our compliance activities. Ms. Diane Gaines, CCO, is responsible for supervising Mr. Henson’s advisory activities on behalf of Petersen Hastings pursuant to its written compliance policies and procedures. If you have any questions or concerns about your account, you are asked to contact Ms. Gaines by calling (509) 735-0484. Item 7- Requirements for State-Registered Advisers This Item is not applicable to us because we are registered with the U.S. Securities and Exchange Commission. September 16, 2025 2