Redstone Wealth Management, LLC

Redstone Wealth Management, LLC IARD/CRD#: 311525 3404 NW 135th Street Oklahoma City, OK 73120-4009 Phone: (405) 844-9933 Fax: (405) 493-6758 Email: Support@RedstoneWM.com September 10, 2026 Item 1 - Cover Page FORM ADV PART 2A BROCHURE – ERISA 3(21) PLANS Redstone Wealth Management, LLC (IARD/CRD# 311525) is a registered investment adviser. An "investment adviser" means any person who, for compensation, engages in the business of advising others, either directly or through publications or writings, as to the value of securities or as to the advisability of investing in, purchasing, or selling securities, or who, for compensation and as part of a regular business, issues or promulgates analyses or reports concerning securities. Registration with the SEC or any state securities authority does not imply a certain level of skill or training. This brochure provides information about the qualifications and business practices of Redstone Wealth Management, LLC. If you have any questions about the contents of this brochure, please contact us at (405) 844-9933 or Support@RedstoneWM.com. The information in this brochure has not been approved or verified by the United States Securities and Exchange Commission or by any state securities authority. Additional information about Redstone Wealth Management, LLC is available on the SEC’s website at www.adviserinfo.sec.gov.  Redstone Wealth Management, LLC Form ADV Part 2A Brochure Page 2 Item 2 - Material Changes We review and update our brochure, as needed and at least annually, to make sure that it remains current. The purpose of this page is to inform you of any material changes since the previous annual updating amendment filed with regulators on March 5, 2025. On February 6, 2026, we submitted our annual updating amendment filing for the firm’s fiscal year ending December 31, 2025. We had no material changes. We strongly encourage you to carefully review the full brochure in addition to the above-referenced changes. If you have questions or if you would like to receive a complete copy of our current brochure free of charge at any time, please contact us at (405) 844-9933 or Support@RedstoneWM.com.  Redstone Wealth Management, LLC Form ADV Part 2A Brochure Page 3 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 .............................................................................................................. 7 Item 6 – Performance-Based Fees and Side-By-Side Management ......................................................... 8 Item 7 - Types of Clients............................................................................................................................ 9 Item 8 - Methods of Analysis, Investment Strategies and Risk of Loss..................................................... 9 Item 9 - Disciplinary Information ............................................................................................................ 11 Item 10 - Other Financial Industry Activities or Affiliations .................................................................... 12 Item 11 - Code of Ethics, Participation or Interest in Client Transactions and Personal Trading ........... 13 Item 12 - Brokerage Practices ................................................................................................................. 13 Item 13 - Review of Accounts ................................................................................................................. 14 Item 14 - Client Referrals and Other Compensation .............................................................................. 14 Item 15 - Custody .................................................................................................................................... 15 Item 16 - Investment Discretion ............................................................................................................. 15 Item 17 - Voting Client Securities ........................................................................................................... 15 Item 18 - Financial Information .............................................................................................................. 15  Redstone Wealth Management, LLC Form ADV Part 2A Brochure Page 4 Item 4 - Advisory Business Description of Services and Fees Redstone Wealth Management, LLC (hereinafter “Redstone Wealth Management”) is a registered investment adviser based in Oklahoma. We are a limited liability company, formed under the laws of the State of Oklahoma. We have been providing investment advisory services since 2020. Cantrell Group, Inc. is the principal owner of our firm. Lee Cantrell is President and co-owner of Cantrell Group, Inc., and he serves as President and Chief Compliance Officer of Redstone Wealth Management. You may see the term Associated Person throughout this Brochure. As used in this Brochure, this term refers to anyone from our firm who is an officer, employee, and all individuals providing investment advice on behalf of our firm, including Mr. Cantrell. Such persons are properly registered as investment adviser representatives in applicable jurisdictions where required. Currently, we offer the following investment advisory services, personalized to each individual client. ERISA Plan Services Currently, Redstone Wealth Management offers the following ERISA plan services to employer-sponsored and other qualified plans, their sponsors, and other named fiduciaries. Services are offered on an ongoing basis. Non-discretionary Fiduciary Services These services are designed to allow the plan's sponsor and other named fiduciaries (the "client") to retain full discretionary authority or control over assets of the plan. Recommendations will be made directly to the client; plan participants will not be provided individualized, personal investment advice under these services. We will perform these non-discretionary investment advisory services through our investment adviser representatives, and we will charge a fee for these fiduciary services, as described in this Form ADV and the advisory agreement. We will perform these investment advisory services to the plan as a fiduciary defined under ERISA Section 3(21), and we will act with the degree of diligence, care, and skill that a prudent person rendering similar services would exercise under similar circumstances. The client may engage us to perform one or more of the following non-discretionary investment advisory services: • Review and provide recommendations to the investment policy statement (IPS). • Assist the client with recommendations regarding menu diversification and non-discretionary model portfolios. • Meet with the client periodically to discuss the reports and the investment decisions. • Assist in monitoring investment options by preparing quarterly and annual reports that document investment performance, consistency of fund management, and conformance to any guidelines set forth in the plan, and notify the client of any recommendations. • Perform analysis of the fees and expenses associated with the investments and the service providers, and recommend changes when warranted. Provide recommendations and guidance regarding a Qualified Default Investment Alternative. • Non-Fiduciary Services We offer the following Non-Fiduciary Services:  Redstone Wealth Management, LLC Form ADV Part 2A Brochure Page 5 • On a mutually agreeable schedule, we will assist in the education of the participants in the plan, about general investment principles and the investment alternatives available under the plan. You understand that our assistance with general investment education shall be consistent with and within the scope of the definition of investment education provided by the Department of Labor. • On a mutually agreeable date(s), we will assist in the group enrollment meetings and discuss retirement plan participation among employees and investment and financial understanding by the employees. IRA Rollover Advice for Plan Participants We offer rollover advice to plan participants who desire to roll over plan assets into an individual retirement account (“IRA") for a one-time fixed fee of $25. We offer rollover advice as defined by the Department of Labor, which may also include setting up and/or completing the rollover transaction. We do not serve as a custodian, and we do not provide legal or tax advice. Plan participants may engage us separately for asset management or financial planning services. If you choose to roll over plan assets into an IAR, you may incur other levels of fees and expenses, including, but not limited to, investment-related expenses imposed by other service providers and mutual fund managers, as well as other fees and expenses charged by the custodian, third-party administrator, and/or recordkeeper. We make no representations or warranties relating to any costs or expenses associated with the services provided by any third parties; these fees are in addition to the fee paid to us for the rollover advice and/or if you engage us for additional asset management or financial planning services. If you elect to roll the assets to an IRA that is subject to our management under a separate management agreement, we will charge you an asset-based fee as set forth in the agreement you execute with our firm. This practice presents a conflict of interest because persons providing investment advice on our behalf have an incentive to recommend a rollover to you for the purpose of generating fee-based compensation rather than solely based on your needs. You are under no obligation, contractually or otherwise, to complete the rollover. Moreover, if you do complete the rollover, you are under no obligation to have the assets in an IRA managed by our firm. We will provide you with an analysis of any rollover recommendation(s) along with appropriate disclosures. Important Considerations Many employers permit former employees to keep their retirement assets in their company plan. Also, current employees can sometimes move assets out of their company plan before they retire or change jobs. In determining whether to complete the rollover to an IRA, and to the extent the following options are available, you should consider the costs and benefits. An employee will typically have four options: • Leaving the funds in your employer's (former employer's) plan. • Moving the funds to a new employer’s retirement plan. • Cashing out and taking a taxable distribution from the plan. • Rolling the funds into an IRA rollover account.  Redstone Wealth Management, LLC Form ADV Part 2A Brochure Page 6 Each of these options has advantages and disadvantages, and before making a change, we encourage you to speak with your CPA and/or tax attorney. If you are considering rolling over your retirement funds to an IRA for us to manage, here are a few points to consider before you do so: • Determine whether the investment options in your employer's retirement plan address your needs or whether you might want to consider other types of investments. • Employer retirement plans generally have a more limited investment menu than IRAs. • Employer retirement plans may have unique investment options not available to the public, such as employer securities or previously closed funds. • Your current plan may have lower fees than our fees. • If you are interested in investing only in mutual funds, you should understand the cost structure of the share classes available in your employer's retirement plan and how the costs of those share classes compare with those available in an IRA. • You should understand the various products and services you might take advantage of at an IRA provider and the potential costs of those products and services. • Our strategy may have a higher risk than the option(s) provided to you in your plan. • Your current plan may also offer financial advice. • If you keep your assets titled in a 401k or retirement account, you could potentially delay your required minimum distribution(s). • Your 401k may offer more liability protection than a rollover IRA; each state may vary. • Generally, federal law protects assets in qualified plans from creditors. Since 2005, IRA assets have been generally protected from creditors in bankruptcies. However, there can be some exceptions to the general rules, so you should consult with an attorney if you are concerned about protecting your retirement plan assets from creditors. • You may be able to take out a loan on your 401k, but not from an IRA. • IRA assets can be accessed any time; however, distributions are subject to ordinary income tax and may also be subject to an early distribution penalty unless they qualify for an exception such as disability, higher education expenses, or the purchase of a home. • If you own company stock in your plan, you may be able to liquidate those shares at a lower capital gains tax rate. • Your plan may allow you to hire us as the manager and keep the assets titled in the plan name. It is important that you understand the differences between these types of accounts and to decide whether a rollover is best for you. Prior to proceeding, if you have questions, contact your investment adviser representative, or call our main number as listed on the cover page of this brochure. Wrap Fee Programs A wrap fee program combines asset management, advisory services, and trade execution for a single fee. Redstone Wealth Management does not manage or sponsor any wrap fee programs.  Redstone Wealth Management, LLC Form ADV Part 2A Brochure Page 7 Assets Under Management The services described herein do not include asset management; therefore, we have no assets under management related to the consulting services offered to plan clients. Item 5 - Fees and Compensation ERISA Plan Fees Fees for the ERISA plan services are negotiable depending upon the complexity of the plan's goals and objectives, the level of agreed-upon services, and the number of plan participants. Maximum annualized fees are based on the value of the plan assets as follows: Plan Assets Maximum Annualized Fee $500,000 - $5,000,000 1.00% $5,000,001 - $10,000,000 0.75% $10,000,001 to $50,000,000 0.50% $50,000,001 - $100,000,000 0.25% $100,000,001 and over 0.10% Fees are: payable either monthly or quarterly in advance or in arrears, • • based either upon the daily average account balance for the preceding billing period (for fees paid in advance) or for the relevant billing period (for fees paid in arrears), or the market value of the account as of the last day of the preceding period (for fees paid in advance) or as of the last day of the relevant billing period (for fees paid in arrears), and • will be billed either directly to the client or deducted from plan assets by the plan’s recordkeeper or other custodian in accordance with the negotiated terms of the agreement executed between the client and our firm. No increase in the Fees will be effective without prior written notice. Comparable services may be available from other advisers for higher or lower fees. The client may incur other levels of fees and expenses, including, but not limited to, investment-related expenses imposed by other service providers and mutual fund managers not affiliated with us, and other fees and expenses charged by the plan’s custodian, third-party administrator, and/or recordkeeper. We make no representations or warranties relating to any costs or expenses associated with the services provided by any third parties. Fees charged by us for the services are in addition to any brokerage, custodial, and/or other fees that may be charged to you by other service providers to the plan. All fees paid to Redstone Wealth Management for ERISA plan services are separate and distinct from the fees and expenses charged by mutual funds, variable annuities, and exchange traded funds to their shareholders. These fees and expenses are described in each investment’s prospectus. These fees will generally include a management fee, other expenses, and possible distribution fees. If the investment also imposes sales charges, a client may pay an initial or deferred sales charge. ERISA plan services provided by Redstone Wealth Management may, among other things, assist the client in determining  Redstone Wealth Management, LLC Form ADV Part 2A Brochure Page 8 which investments are most appropriate based on its financial condition and objectives and may provide other administrative assistance as selected by the client. Accordingly, the client should review both the fees charged by the funds, the fund manager, the plan’s other service providers, and the fees charged by Redstone Wealth Management to fully understand the total amount of fees to be paid by the client and to evaluate the ERISA plan services being provided. While not necessarily related specifically to the ERISA plan services, various vendors, product providers, distributors, and others may provide non-monetary compensation by paying some expenses related to training and education, including travel expenses, and attaining professional designations. We might receive payments to subsidize our own training programs. Certain vendors may invite us to participate in conferences, online training, or provide us with publications that may further investment adviser representatives' and employees’ skills and knowledge. Some may occasionally provide us with gifts, meals, and entertainment of reasonable value consistent with industry rules and regulations. Either party may terminate the services agreement within five (5) business days of executing the agreement without incurring a penalty or charge. Otherwise, either party may terminate the agreement upon thirty (30) days' prior written notice to the other party. If applicable, we will be entitled to a pro-rata amount of compensation; or, if applicable, any unearned fees paid in advance will be refunded promptly. Rollover Fees for Plan Participants If you engage us for rollover services, the fee will be a one-time $25 fee payable directly to our firm upon execution of the rollover services agreement with our firm. Additional Fees and Expenses As part of our investment advisory services to you, we may invest, or recommend that you invest, in mutual funds and exchange traded funds. The fees that you pay to our firm for investment advisory services are separate and distinct from the fees and expenses charged by mutual funds or exchange traded funds (described in each fund’s prospectus) to their shareholders. These fees will generally include an advisory fee and other fund expenses. You may also incur transaction charges and/or brokerage fees when purchasing or selling securities. These charges and fees are typically imposed by the broker-dealer or custodian through which your account transactions are executed. We do not share in any portion of the brokerage fees/transaction charges imposed by the broker-dealer or custodian. Where suitable, we will recommend no-load mutual funds. To fully understand the total cost you will incur, you should review all the fees charged by mutual funds, exchange traded funds, our firm, and others. For information on our brokerage practices, please refer to the “Brokerage Practices” section of this Disclosure Brochure. Item 6 – Performance-Based Fees and Side-By-Side Management Performance-based fees are fees that are based on a share of capital gains or capital appreciation of a client’s account. Side-by-side management refers to the practice of managing accounts that are charged performance- based fees while at the same time managing accounts that are not charged performance-based fees. We do not accept performance-based fees or participate in side-by-side management. Our fees are calculated as described in the Advisory Business section above, and are not charged on the basis of a share of capital gains upon, or capital appreciation of, the funds in your advisory account.  Redstone Wealth Management, LLC Form ADV Part 2A Brochure Page 9 Item 7 - Types of Clients We offer investment advisory services to pension and profit sharing and other types of retirement plans. We do not require a minimum account size to establish an advisory relationship. Item 8 - Methods of Analysis, Investment Strategies and Risk of Loss We may use one or more of the following methods of analysis and/or investment strategies when providing investment advice to you: • Fundamental Analysis – involves analyzing individual companies and their industry groups, such as a company’s financial statements, details regarding the company’s product line, the experience and expertise of the company’s management, and the outlook for the company’s industry. The resulting data is used to measure the true value of the company’s stock compared to the current market value. The primary risk of fundamental analysis is that information obtained may be incorrect, and the analysis may not provide an accurate estimate of earnings, which may be the basis for a stock’s value. If securities prices adjust rapidly to new information, utilizing fundamental analysis may not result in favorable performance. • Technical Analysis – Technical analysis is a technique that relies on the assumption that current market data (such as charts of price, volume, and open interest) can help predict future market trends, at least in the short term. It assumes that market psychology influences trading and can predict when stocks will rise or fall. Technical trading models are mathematically driven based upon historical data and trends of domestic and foreign market trading activity, including various industry and sector trading statistics within such markets. Technical trading models, through mathematical algorithms, attempt to identify when markets are likely to increase or decrease and identify appropriate entry and exit points. The primary risk of technical trading models is that historical trends and past performance cannot predict future trends, and there is no assurance that the mathematical algorithms employed are designed properly, updated with new data, and can accurately predict future market, industry, and sector performance. Please be advised that investing involves risk and that no particular investment strategy can guarantee against losses. In particular, stop-loss orders do not guarantee securities will be sold at the stop-loss price. Sale orders are generally converted to market orders at the stop-loss price and may be executed at a lower price due to liquidity and current demand for the security. In addition, stop-loss orders may increase trading costs. Conversely, there is no guarantee that buy orders will be executed at a specified price. • Cyclical Analysis – Cyclical analysis is similar to technical analysis in that it involves the analysis of market conditions at a macro (entire market/economy) or micro (company-specific) level, rather than the overall fundamental analysis of the health of the particular company. The primary risks with cyclical analysis are similar to those of technical analysis. • Long-Term Purchases – securities purchased with the expectation that the value of those securities will grow over a relatively long period of time, generally greater than one year. Using a long-term purchase strategy generally assumes the financial markets will go up in the long term, which may not be the case. There is also the risk that the segment of the market that you are invested in, or perhaps just your particular investment, will go down over time, even if the overall financial markets advance. Purchasing  Redstone Wealth Management, LLC Form ADV Part 2A Brochure Page 10 investments long-term may create an opportunity cost - "locking up" assets that may be better utilized in the short-term in other investments. Investing in securities involves risk of loss that you should be prepared to bear. The investment advice provided along with the strategies suggested by Redstone Wealth Management will vary depending on each client’s specific financial situation and goals. This brief statement does not disclose all of the risks and other significant aspects of investing in financial markets. In light of the risks, you should fully understand the nature of the contractual relationship(s) into which you are entering and the extent of your risk exposure. Certain investing strategies may not be suitable for many members of the public. You should carefully consider whether the strategies employed would be appropriate for you in light of your experience, objectives, financial resources, and other relevant circumstances. General Investment Risk: All investments come with the risk of losing money. Investing involves substantial risks, including possible loss of principal, plus other losses, and may not be suitable for many members of the public. Investments, unlike savings and checking accounts at a bank, are not insured by the government to protect against market losses. Different market instruments carry different types and degrees of risk, and you should familiarize yourself with the risks involved in the particular market instruments in which you intend to invest. Loss of Value: There can be no assurance that a specific investment will achieve its investment objectives, and past performance should not be seen as a guide to future returns. The value of investments and the income derived may fall as well as rise, and investors may not recoup the original amount invested. Investments may also be affected by any changes in exchange control regulations, tax laws, withholding taxes, international, political, and economic developments, and governmental economic or monetary policies. Interest Rate Risk: Fixed income securities and funds that invest in bonds and other fixed income securities may fall in value if interest rates change. Generally, the prices of debt securities rise when interest rates fall, and their prices fall when interest rates rise. Longer-term debt securities are usually more sensitive to interest rate changes. Credit Risk: Investments in bonds and other fixed income securities are subject to the risk that the issuer(s) may not make required interest payments. An issuer suffering an adverse change in its financial condition could lower the credit quality of a security, leading to greater price volatility of the security. A lowering of the credit rating of a security may also offset the security's liquidity, making it more difficult to sell. Funds investing in lower-quality debt securities are more susceptible to these problems, and their value may be more volatile. Foreign Exchange Risk: Foreign investments may be affected favorably or unfavorably by exchange control regulations or changes in the exchange rates. Changes in currency exchange rates may influence the share value, the dividends or interest earned, and the gains and losses realized. Exchange rates between currencies are determined by supply and demand in the currency exchange markets, the international balance of payments, governmental intervention, speculation, and other economic and political conditions. If the currency in which a security is denominated appreciates against the US Dollar, the value of the security will increase. Conversely, a decline in the exchange rate of the currency would adversely affect the value of the security. Cybersecurity Risk: Our firm and our service providers are subject to risks associated with a breach in cybersecurity. Cybersecurity is a generic term used to describe the technology, processes, and practices designed  Redstone Wealth Management, LLC Form ADV Part 2A Brochure Page 11 to protect networks, systems, computers, programs, and data from cyber-attacks and hacking by other computer users, and to avoid the resulting damage and disruption of hardware and software systems, loss or corruption of data, and/or misappropriation of confidential information. In general, cyber-attacks are deliberate; however, unintentional events may have similar effects. Cyber-attacks may cause losses to clients by interfering with the processing of transactions, affecting the ability to calculate net asset value, or impeding or sabotaging trading. Clients may also incur substantial costs as a result of a cybersecurity breach, including those associated with forensic analysis of the origin and scope of the breach, increased and upgraded cybersecurity, identity theft, unauthorized use of proprietary information, litigation, and the dissemination of confidential and proprietary information. Any such breach could expose our firm to civil liability as well as regulatory inquiry and/or action. In addition, clients could be exposed to additional losses as a result of unauthorized use of their personal information. While our firm has established a business continuity plan and systems designed to prevent cyber- attacks, there are inherent limitations in such plans and systems, including the possibility that certain risks have not been identified. Similar types of cybersecurity risks are also present for issuers of securities, investment companies, and other investment advisers in which we invest, which could result in material adverse consequences for such entities and may cause a client's investment in such entities to lose value. Recommendation of Particular Types of Securities As disclosed under the “Advisory Business” section in this Brochure, we provide advice on various types of securities, and we do not necessarily recommend one particular type of security over another since each client has different needs and different tolerances for risk. Each type of security has its own unique set of risks associated with it, and it would not be possible to list here all of the specific risks of every type of investment. Even within the same type of investment, risks can vary widely. However, in very general terms, the higher the anticipated return of an investment, the higher the risk of loss associated with it. Risks Associated with Investing in Mutual Funds: Mutual funds are professionally managed collective investment systems that pool money from many investors and invest in stocks, bonds, short-term money market instruments, other mutual funds, other securities, or any combination thereof. The fund will have a manager who trades the fund's investments in accordance with the fund's investment objective. While mutual funds generally provide diversification, risks can be significantly increased if the fund is concentrated in a particular sector of the market, primarily invests in small-cap or speculative companies, uses leverage (i.e., borrows money) to a significant degree, or concentrates in a particular type of security (i.e., equities) rather than balancing the fund with different types of securities. The returns on mutual funds can be reduced by the costs of managing the funds. In addition, while some mutual funds are “no load” and charge no fee to buy into or sell out of, other types of mutual funds do charge such fees, which can also reduce returns. Risks Associated with Investing in Exchange Traded Funds (ETFs): Investing in stocks & ETF's carries the risk of capital loss (sometimes up to a 100% loss in the case of a stock holding bankruptcy). Investments in these securities are not guaranteed or insured by the FDIC or any other government agency. Item 9 - Disciplinary Information Registered investment advisers are required to disclose all material facts regarding any legal or disciplinary events that would be material to your evaluation of Redstone Wealth Management’s advisory business or of the integrity of its management personnel. We have no material history of legal or disciplinary events to report under this  Redstone Wealth Management, LLC Form ADV Part 2A Brochure Page 12 item. Information regarding management persons of our firm and Redstone Wealth Management can be found at www.adviserinfo.sec.gov. Item 10 - Other Financial Industry Activities or Affiliations Redstone Wealth Management is not registered as and does not have a pending application to register as a securities broker-dealer, Futures Commission Merchant, Commodity Pool Operator, or Commodity Trading Advisor. No individuals associated with our firm are currently associated persons of a Futures Commission Merchant, Commodity Pool Operator, or Commodity Trading Advisor. Registrations with Broker-Dealer Certain persons associated with our firm, who provide investment advice on behalf of our firm, including management persons, are also registered representatives with Peak Brokerage Services, LLC ("Peak"), an unaffiliated, registered securities broker-dealer and Financial Industry Regulatory Authority (“FINRA”) member firm. Such persons, in their capacities as registered representatives of Peak, are eligible to receive commission- based compensation for buying and selling securities, including 12b-1 fees (trails), for the sale of mutual funds, securities, and annuity products. This commission-based compensation is separate and distinct from advisory fees paid to our firm and our investment adviser representatives. Clients are under no obligation to purchase products or services through Peak or any person associated with Peak, including individuals associated with our firm. Clients may purchase or sell securities from any brokerage firm they choose. Mr. Cantrell and Mr. Terrell anticipate spending approximately 5% of their professional time on business activities conducted through Peak. Insurance Activities and Affiliations Associated Persons of Redstone Wealth Management, who are licensed as independent insurance agents, will earn commission-based compensation for selling insurance products, including insurance products they sell to advisory clients. Insurance commissions earned by these persons are separate and in addition to our advisory fees. This practice presents a conflict of interest because persons providing investment advice on behalf of our firm who are insurance agents have an incentive to recommend insurance products to clients for the purpose of generating commissions rather than basing those recommendations solely on the clients' needs. Clients are not required to purchase insurance products through any person associated with Redstone Wealth Management or Peak. Clients have full discretion whether to purchase recommended insurance products, and clients may purchase them from any insurance agency or agent they choose. Mr. Cantrell and Mr. Terrell anticipate spending approximately 5% of their professional time providing insurance services. Mr. Cantrell and Mr. Terrell do not accept commission-based compensation in connection with advisory services offered to ERISA plan clients. Any material conflicts of interest between you and our firm, or our employees, are disclosed in this Disclosure Brochure. If at any time, additional material conflicts of interest develop, we will provide you with written notification of the material conflicts of interest or an updated Disclosure Brochure.  Redstone Wealth Management, LLC Form ADV Part 2A Brochure Page 13 Item 11 - Code of Ethics, Participation or Interest in Client Transactions and Personal Trading Description of Our Code of Ethics Redstone Wealth Management has adopted a Code of Ethics (the “Code”) to address investment advisory conduct. The Code focuses primarily on fiduciary duty, personal securities transactions, insider trading, gifts, and conflicts of interest. The Code includes Redstone Wealth Management’s policies and procedures developed to protect clients’ interests in relation to the following topics: The duty at all times to place the interests of clients first; • • The requirement that all personal securities transactions be conducted in such a manner as to be consistent with the code of ethics. • The responsibility to avoid any actual or potential conflict of interest or misuse of an employee’s position of trust and responsibility; • The fiduciary principle that information concerning the identity of security holdings and the financial circumstances of clients is confidential; and The principle that independence in the investment decision-making process is paramount. • A copy of Redstone Wealth Management’s Code of Ethics is available upon request. Please contact our Chief Compliance Officer at (405) 844-9933 or Lee@RedStoneWM.com. Personal Trading Practices Where we provide consulting services to self-directed plans, we do not implement trades on behalf of client accounts. Redstone Wealth Management and/or its Advisory Representatives may own, buy, or sell positions in the same securities held in these plans. However, due to the nature of services offered by our firm, we do not consider this to be a conflict of interest. Item 12 - Brokerage Practices Redstone Wealth Management offers only consulting services to plans and does not manage plan assets. Plan fiduciaries and/or investment managers are responsible for the implementation of securities transactions and custody of assets in conjunction with other plan vendors/service providers. Redstone Wealth Management may recommend various vendors/service providers at the request of the client, but clients are under no obligation to utilize the services of any particular service provider, regardless of any affiliations, relationships, or associations with Redstone Wealth Management or its affiliates or with its Associated Persons. Research and Other Soft Dollar Benefits We do not have any soft dollar arrangements. Brokerage for Client Referrals We do not receive client referrals from broker-dealers and custodians, and we do not receive other benefits from a broker-dealer in exchange for client referrals.  Redstone Wealth Management, LLC Form ADV Part 2A Brochure Page 14 Directed Brokerage We do not direct or implement transactions in or on behalf of client accounts. Clients direct all brokerage through their chosen vendors/service providers. Trade Aggregation Since we offer only consulting services to plan clients, we do not implement transactions in client accounts. Item 13 - Review of Accounts Accounts are reviewed by Brent Terrell, Investment Adviser Representative and Operations Manager, and/or Lee Cantrell, President and Chief Compliance Officer. Redstone Wealth Management monitors investment options on a regular basis. Additional reviews will be conducted upon the client's request. In accordance with the advisory agreement between the client and our firm, we will prepare quarterly and annual performance reports and meet with the client periodically to discuss the reports and investment decisions. Reports provided will include investment performance, consistency of fund management, and conformance to guidelines set forth in the plan. We will notify the client of any recommendations accordingly. The client will also receive regular written summary account statements directly from the account recordkeeper (or other custodian of the plan's assets) at least quarterly. Rollover advice is reviewed with plan participants who engage us for that service at the time of engagement. Additional reviews are not applicable. Plan participants and former plan participants may engage us separately for other services as described throughout this brochure. Item 14 - Client Referrals and Other Compensation Compensation for Client Referrals From time to time, we may directly compensate non-employee (outside) individuals and/or entities (Promoters) for client referrals. To receive a cash referral fee from our firm, Promoters must comply with the requirements of the jurisdictions in which they operate. If you were referred to our firm by a Promoter, you should have received disclosures at the time of the referral. If you become a client, the Promoter that referred you to our firm will receive a percentage of the advisory fee you pay our firm for as long as you are a client with our firm, or until such time as our agreement with the Promoter expires. You will not pay additional fees because of this referral arrangement. Referral fees paid to a Promoter are contingent upon your entering into an advisory agreement with our firm. Therefore, a Promoter has a financial incentive to recommend our firm to you for advisory services. This creates a conflict of interest; however, you are not obligated to retain our firm for advisory services. Comparable services and/or lower fees may be available through other firms. Other Compensation We do not receive economic benefits from third parties in exchange for providing investment advice or other advisory services to plan clients.  Redstone Wealth Management, LLC Form ADV Part 2A Brochure Page 15 Item 15 - Custody We do not have physical custody of any of your funds and/or securities. We do not have the authority to deduct fees directly from plan accounts. We will either bill the client directly or the fee will be deducted from plan assets by the plan's recordkeeper or other custodian in accordance with the negotiated terms of the agreement executed between the client and our firm. Plan Participants will receive account statements at least quarterly; plan sponsors may receive copies of account statements from the custodians, plan administrators, or other plan recordkeepers. It is the client's responsibility to review account statements for accuracy. Item 16 - Investment Discretion We offer consulting services only; therefore, we do not implement transactions in client accounts, and we do not accept discretionary authority to manage securities accounts on behalf of clients. Item 17 - Voting Client Securities We do not vote proxies solicited by, or with respect to, the issuers of securities held in your account. You are responsible for voting your proxies. Typically, your account custodian will deliver proxy materials directly to you electronically or by mail, depending on the option you have selected with your account custodian. If we receive your proxy materials in error, we will forward them to you in the format received. You may contact us at (405) 844-9933 or Support@RedstoneWM.com with any questions you may have regarding proxies. Item 18 - Financial Information Our firm does not have any financial conditions or impairments that would prevent us from meeting our contractual commitments to you. We do not take physical custody of client funds or securities, or serve as trustee or signatory for client accounts, and we do not require the prepayment of more than $1,200 in fees six or more months in advance. Therefore, we are not required to include a financial statement with this brochure. 

Redstone Wealth Management, LLC IARD/CRD#: 311525 3404 NW 135th Street Oklahoma City, OK 73120-4009 Phone: (405) 844-9933 Fax: (405) 493-6758 Email: Support@RedstoneWM.com September 10, 2026 Item 1 - Cover Page Form ADV Part 2A Brochure Redstone Wealth Management, LLC (IARD/CRD# 311525) is a registered investment adviser. An "investment adviser" means any person who, for compensation, engages in the business of advising others, either directly or through publications or writings, as to the value of securities or as to the advisability of investing in, purchasing, or selling securities, or who, for compensation and as part of a regular business, issues or promulgates analyses or reports concerning securities. Registration with the SEC or any state securities authority does not imply a certain level of skill or training. This brochure provides information about the qualifications and business practices of Redstone Wealth Management, LLC. If you have any questions about the contents of this brochure, please contact us at (405) 844-9933 or Support@RedstoneWM.com. The information in this brochure has not been approved or verified by the United States Securities and Exchange Commission or by any state securities authority. Additional information about Redstone Wealth Management, LLC is available on the SEC’s website at www.adviserinfo.sec.gov.  Redstone Wealth Management, LLC Form ADV Part 2A Brochure Page 2 Item 2 - Material Changes We review and update our brochure, as needed and at least annually, to make sure that it remains current. The purpose of this page is to inform you of any material changes since the previous annual updating amendment filed with regulators on March 5, 2025. On February 6, 2026, we submitted our annual updating amendment filing for the firm’s fiscal year ending December 31, 2025. We had no material changes. We strongly encourage you to carefully review the full brochure in addition to the above-referenced changes. If you have questions or if you would like to receive a complete copy of our current brochure free of charge at any time, please contact us at (405) 844-9933 or Support@RedstoneWM.com.  Redstone Wealth Management, LLC Form ADV Part 2A Brochure Page 3 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 .............................................................................................................. 8 Item 6 - Performance-Based Fees and Side-By-Side Management ........................................................ 12 Item 7 - Types of Clients.......................................................................................................................... 12 Item 8 - Methods of Analysis, Investment Strategies and Risk of Loss................................................... 12 Item 9 - Disciplinary Information ............................................................................................................ 19 Item 10 - Other Financial Industry Activities and Affiliations ................................................................. 19 Item 11 - Code of Ethics, Participation or Interest in Client Transactions and Personal Trading ........... 20 Item 12 - Brokerage Practices ................................................................................................................. 20 Item 13 - Review of Accounts ................................................................................................................. 23 Item 14 - Client Referrals and Other Compensation .............................................................................. 24 Item 15 – Custody ................................................................................................................................... 25 Item 16 - Investment Discretion ............................................................................................................. 25 Item 17 - Voting Client Securities ........................................................................................................... 25 Item 18 - Financial Information .............................................................................................................. 26 Form ADV Part 2B Brochure Supplement: Lee Cantrell, AIF® ................................................................. 27 Form ADV Part 2B Brochure Supplement: Brent Terrell ......................................................................... 30 Form ADV Part 2B Brochure Supplement: Rianna J. Ingalls.................................................................... 33 Form ADV Part 2B Brochure Supplement: Christopher Smedstad ......................................................... 37  Redstone Wealth Management, LLC Form ADV Part 2A Brochure Page 4 Item 4 - Advisory Business Description of Services and Fees Redstone Wealth Management, LLC (hereinafter “Redstone Wealth Management”) is a registered investment adviser based in Oklahoma. We are a limited liability company, formed under the laws of the State of Oklahoma. We have been providing investment advisory services since 2020. Cantrell Group, Inc. is the principal owner of our firm. Lee Cantrell is President and co-owner of Cantrell Group, Inc., and he serves as President and Chief Compliance Officer of Redstone Wealth Management. You may see the term Associated Person throughout this Brochure. As used in this Brochure, this term refers to anyone from our firm who is an officer, employee, or any individual providing investment advice on behalf of our firm, including Mr. Cantrell. Such individuals are properly registered as investment adviser representatives in applicable jurisdictions where required. Currently, we offer the following investment advisory services, personalized to each individual client. Financial Planning Services We offer broad-based and structured financial planning services. Financial planning will typically involve providing a variety of advisory services to clients regarding the management of their financial resources based on an analysis of their individual needs. If you engage our firm for financial planning services, we will meet with you to gather information about your financial circumstances and objectives. Once we review and analyze the information you provide to our firm, we will deliver a written plan to you, designed to help you achieve your stated financial goals and objectives. In limited circumstances, you may only require advice on a single aspect of the management of your financial resources. We offer financial plans in a targeted format that address only those specific areas of interest or concern. Financial plans are based on your financial situation at the time we present the plan to you, and on the financial information you provide to our firm. You must promptly notify our firm if your financial situation, goals, objectives, or needs change. You are under no obligation to act on our financial planning recommendations. Should you choose to act on any of our recommendations, you are not obligated to implement the financial plan through any of our other investment advisory services. Moreover, you may act on our recommendations by placing securities transactions with any brokerage firm. Annual Retainer Services: We offer financial planning services on an ongoing, annual basis that include periodic meetings with clients to review progress towards stated goals, a review of asset performance, implementation services, consultations, and minor updates to the existing plan. Note: Information related to tax or legal consequences that is provided as part of a plan is for informative purposes only. Clients are instructed to contact their tax professionals or attorneys for tax or legal advice. Asset Management Services We offer discretionary asset management services. Discretionary asset management means we will make investment decisions and place buy or sell orders in your account without contacting you for prior approval of each transaction.  Redstone Wealth Management, LLC Form ADV Part 2A Brochure Page 5 We tailor our investment advice to meet your stated needs and investment objectives. If you decide to hire our firm to manage your account(s), we will meet with you to gather your financial information, discuss your goals, and help you decide how much risk you should take in your investments. The information we gather will help us implement an asset allocation strategy that will be specific to your goals. Typically, you may limit our discretionary authority by, for example, setting a limit on the type of securities that may be purchased for your account. Simply provide us with your restrictions or guidelines in writing. We may use one or more model portfolios created by us or third parties available on the custodian’s platform to manage your account(s). Clients whose assets are invested in model(s) may not be able to set restrictions on the specific holdings or allocations within the model, or on the types of securities that can be purchased in the model. However, clients may exclude certain assets from management in our model. For assets held outside the model, you can limit our discretionary authority, or you may request specific transactions by providing our firm with your restrictions, guidelines, or instructions. We do not recommend one particular type of security over other types of securities, but we do provide advice on various types of securities, such as exchange listed equities, over the counter equities, foreign issues, American depository receipts, investment company securities (including mutual funds variable products, and exchange traded funds [ETFs]), options contracts on securities, and interests in partnership investing in real estate, or other private equity investments, and/or various fixed income securities, such as bonds, certificates of deposit (CDs), fixed income ETFs, and other fixed income securities and/or contracts relating to the same, including investing assets in short-term money-market instruments when we deem necessary. Additionally, we may provide advice on fixed insurance products, and we may provide advice on existing investments you may hold at the inception of the advisory relationship or on other types of investments for which you ask advice. If you engage us for asset management services, we will monitor your account performance on a continuous basis and rebalance the account whenever necessary, as changes occur in market conditions and/or your financial circumstances. Recommendation of Third-Party Investment Advisers Additionally, from time to time, we may recommend that you use the services of, or specific programs offered through, a third-party investment adviser ("TPIA") to manage a portion of or your entire investment portfolio. All TPIAs recommended by our firm must either be registered as investment advisers or exempt from registration requirements in applicable jurisdictions. After gathering information about your financial situation and objectives, we will recommend that you engage a specific TPIA or investment program. Factors that we take into consideration when making our recommendation(s) include, but are not limited to, the following: the TPIA’s performance, methods of analysis, fees, your financial needs, investment goals, risk tolerance, and investment objectives. We will monitor the TPIA’s performance to ensure its management and investment style remain aligned with your investment goals and objectives. The TPIA will actively manage your portfolio and will assume discretionary investment authority over your account. The TPIA(s) may use one or more model portfolios to manage your account. We will assume discretionary authority to reallocate your assets, where we deem such action to be appropriate. You will be required to sign an agreement directly with the recommended TPIA. You may terminate your advisory relationship with the TPIA according to the terms of your agreement with the TPIA. You should review each TPIA’s disclosure brochure and advisory agreement for specific information on how you may terminate your advisory  Redstone Wealth Management, LLC Form ADV Part 2A Brochure Page 6 relationship with the TPIA and how you may receive a refund, if applicable. You should contact the TPIA directly with any questions regarding your advisory agreement with the TPIA. Typically, fees charged by recommended TPIAs are payable quarterly or monthly. If we recommend a TPIA that charges fees in advance, the TPIA will prorate the fee in accordance with the advisory agreement between you and the TPIA, and any prepaid, unearned fees, including any portion paid to us, will be promptly refunded to you. Prior to the client entering into a management agreement with a TPIA, the TPIA fees, including the portion of the fee that will be paid to us, will be fully disclosed. Lower fees for comparable services may be available from other sources. We routinely recommend clients engage Charles Schwab & Co., Inc. ("Schwab"), a FINRA-registered broker-dealer, member SIPC, for custodial and brokerage services. See Item 12 below for more information regarding our brokerage practices. Management of Held-Away Assets Redstone Wealth Management offers asset allocation review, rebalancing, and management services for accounts that are not held in the custody of Schwab. These services are provided through an unaffiliated third-party account aggregation service. This service primarily applies to ERISA and non-ERISA plan assets such as 401(k)s and 403(b)s, and other assets that must be held in the custody of the plan custodian(s). We regularly review the available investment options in these accounts, monitor them, and periodically rebalance and implement our strategies using different tools as necessary. If you elect to allow our firm to manage your assets through an account aggregation service, you will be notified via email when we place trades through that service. Services and fees will be clearly set forth in the advisory agreement between you and Redstone Wealth Management. Self-Directed Brokerage Accounts Participants in employer-sponsored Plans that offer a feature known as a “Self-Directed Brokerage Account” may engage us for services for their self-directed brokerage account through Schwab’s “Personal Choice Retirement Account” (“PCRA”) whereby the participant directs the retirement Plan’s recordkeeper to move an allowable portion of their account, as set forth by the Plan documents or by the recordkeeper, to their PCRA held at Schwab. While the account is still considered a Plan asset, the participant can access a broader selection of investment choices than those offered by the Plan. In addition, it allows the participant to engage a personal investment adviser for advisory services. Redstone Wealth Management offers non-discretionary, general consulting services regarding the assets in a PCRA. As such, the participant may elect to provide Redstone Wealth Management with limited trading authority to place trades in the PCRA upon the client’s instruction. Adviser Managed Annuities Clients may be invested in adviser-managed annuities held outside of a managed account for which the client grants Redstone Wealth Management discretionary authorization to select from the investments available to the client. Transactions will be implemented through a service provider selected by or affiliated with the insurance company through which the variable annuity contract is purchased. The services and fees will be set forth in the advisory agreement between the client and us. Employer-Sponsored SEP and SIMPLE Individual Retirement Plans (ERISA 3(38) Services) In limited circumstances, we offer discretionary investment management services to employer-sponsored SEP or SIMPLE Investment Retirement Plans (the "Plan"). As agreed upon in a written agreement with the plan sponsor (the "client"), we will provide the following services.  Redstone Wealth Management, LLC Form ADV Part 2A Brochure Page 7 Fiduciary services may include any or all of the following: • Providing ongoing and continuous discretionary investment management with respect to the asset classes and investment alternatives available under the Plan in accordance with the Plan’s investment policies and objectives. Selecting a broad range of investment options consistent with ERISA and the regulations thereunder. • • Developing an investment policy statement (IPS). • Monitoring investment options by preparing periodic investment reports that document investment performance, consistency of fund management, and conformance to the guidelines set forth in the IPS; and determining whether to maintain or remove and replace investment options. • Meeting with the client periodically to discuss the reports and the investment decisions. • Selecting a qualified default investment alternative (“QDIA”) for participants who fail to make an investment election. The client is responsible for determining whether the Plan should have a QDIA and for deciding upon the type of investment that will serve as a QDIA (e.g., target date fund, balanced fund, or managed account). Once the client has made that determination, we will select the investment to serve as the QDIA. The client retains the sole responsibility to provide all notices to participants required under applicable law. Non-Fiduciary services may include any or all of the following: • On a mutually agreeable schedule, we will assist in the education of the participants in the Plan about general investment principles and the investment alternatives available under the Plan. Our assistance with general investment education shall be consistent with and within the scope of the definition of investment education provided by the Department of Labor. • On a mutually agreeable date(s), we will assist in the group enrollment meetings and discuss retirement plan participation among employees and investment and financial understanding by the employees. Rollover Services Disclosure In conjunction with the advisory services offered, we may provide education or recommendations related to the rollover of an employer-sponsored retirement plan. A plan participant leaving employment has several options. Each choice offers advantages and disadvantages, depending on desired investment options and services, fees and expenses, withdrawal options, required minimum distributions, tax treatment, and the investor's unique financial needs and retirement plans. The complexity of these choices may lead an investor to seek assistance from us. When our firm or our Associated Person(s) recommend an investor roll over plan assets into an Individual Retirement Account (“IRA”), our Associated Person(s) and we may earn an asset-based fee as a result. However, no compensation is received if assets are retained in the plan. Thus, we have an economic incentive to encourage an investor to roll plan assets into an IRA. In most cases, your fees and expenses will increase because fees will apply to assets rolled over to an IRA, and ongoing services will be extended to these assets. Further, you may incur other levels of fees and expenses, including, but not limited to, investment-related expenses imposed by other service providers and mutual fund managers not affiliated with us, as well as other fees and expenses charged by the custodian, third-party administrator, and/or recordkeeper. We make no  Redstone Wealth Management, LLC Form ADV Part 2A Brochure Page 8 representations or warranties relating to any costs or expenses associated with the services provided by any third parties, and you understand that these fees are in addition to the fee paid to us for the rollover advice. In cases where we provide you with rollover advice as defined by the Department of Labor, which may also include setting up and/or completing the rollover transaction, we do not serve as a custodian, and we do not provide legal advice to you. In addition, we do not have any responsibilities or potential liabilities in connection with assets not related to the rollover and investments that are not managed by us. When we provide investment advice to you regarding your retirement plan account or individual retirement account, we are fiduciaries within the meaning of Title I of the Employee Retirement Income Security Act and/or the Internal Revenue Code, as applicable, which are laws governing retirement accounts. The way we make money creates some conflicts with your interests. In accordance with various rules and regulations, we must act in your best interest, and we must not put our interests ahead of your interests. Additionally, we must: meet a professional standard of care when making investment recommendations (give prudent advice); never put our financial interests ahead of yours when making recommendations (give loyal advice); avoid misleading statements about conflicts of interest, fees, and investments; follow policies and procedures designed to ensure that we give advice that is in your best interest; charge no more than is reasonable for our services; and give you basic information about any conflicts of interest. Additional Information We rely on all information you provide to us, whether financial or otherwise, without independent verification. We request that you promptly notify us in writing of any material change in the financial and other information provided to us, and promptly provide any such additional information as may be reasonably requested by us. Due to the volatile and unpredictable nature of financial markets, we do not guarantee any future performance, any specific level of performance, or the success of any recommendations or strategies that we may take or recommend for you, or the success of our overall recommendations. Investment recommendations are subject to various market, currency, economic, political, and business risks, and investment decisions will not always be profitable. Wrap Fee Programs A wrap fee program combines asset management, advisory services, and trade execution for a single fee. Redstone Wealth Management does not manage or sponsor any wrap fee programs. However, recommended third-party programs may be offered as wrap fee programs. For detailed information regarding these programs, please carefully review the disclosure documents provided by the relevant third-party sponsor/manager of such third-party programs. Assets Under Management As of January 9, 2026, we managed approximately $187,700,203 in client assets on a discretionary basis and no client assets on a non-discretionary basis. Item 5 - Fees and Compensation Financial Planning Fees Prior to engaging Redstone Wealth Management to provide financial planning services, the client will be required to enter into a written advisory agreement with our firm. The agreement will set forth the terms and conditions  Redstone Wealth Management, LLC Form ADV Part 2A Brochure Page 9 of the engagement and describe the scope of the services to be provided and the fee that will be due from the client. Other payment arrangements may be negotiated with the client on a case-by-case basis. All such arrangements will be clearly set forth in the agreement signed by the client and the firm. We do not require you to pay fees six or more months in advance and in excess of $1,200. Initial financial planning services are typically offered for a fixed fee ranging from $250 to $15,000. The fee is negotiable depending on the scope, complexity, needs, and circumstances of the client, as well as the amount of time estimated to complete the requested services. An estimate of the total time/cost will be determined at the start of the advisory relationship. In limited circumstances, the cost/time could potentially exceed the initial estimate. In such cases, we will notify you and request that you approve the additional fee. For initial financial planning services, 50% of the agreed-upon planning fee is generally due in advance, with the balance due upon completion of the contracted services as invoiced. Other fee payment arrangements may be negotiated at the discretion of Redstone Wealth Management. Annual financial planning fees generally range between $3,000 and $20,000 per year. The annual fee is negotiable based on the facts and circumstances of the client's financial situation and the complexity of the requested services. The agreed-upon fee is due and payable monthly or quarterly in arrears as agreed upon with the client. At our sole discretion, we may waive a portion of the financial planning fees for clients who engage us for asset management services. You can terminate the agreement within five days of entering into the agreement without penalty. After the five- day period, either party can terminate the agreement by written notice to the other in accordance with the terms of the agreement. Any prepaid, unearned fees will be promptly refunded to the client. Any remaining balance due to Redstone Wealth Management will be payable as invoiced. Asset Management Fees Our annual fee for asset management services is based on a maximum of 1.95% of the market value of the assets under management. The fee is based on the market value of the assets under our management, and our fees are negotiable depending on factors such as the amount of assets under management, the range of investments, and the complexity of your financial circumstances, among others. For accounts holding 90% or more in fixed income securities, such as bonds, certificates of deposit (CDs), fixed income ETFs, and other fixed income securities, and/or contracts relating to the same, short-term money-market instruments, etc., our maximum annual fee is 1.50% of the market value of the assets. In any case, the agreed-upon fee to be paid by you will be clearly stated in the written agreement signed by you and us. Management fees are payable monthly or quarterly in advance. If the agreement is executed at any time other than the first day of the relevant billing period, our fees will apply on a pro rata basis, which means that the advisory fee is payable in proportion to the number of days in the billing period for which you are a client. At our discretion, we may combine the account values of family members living in the same household to determine the applicable management fee. For example, we may combine account values for you and your minor children, joint accounts with your spouse, and other types of related accounts. Combining account values may increase the asset total, which may result in your paying a reduced management fee. Typically, the custodian holding your account will deduct our fees and any other custodial fees directly from a designated account to facilitate billing, provided you have given written authorization. Each time we deduct the  Redstone Wealth Management, LLC Form ADV Part 2A Brochure Page 10 advisory fee from your account held with the qualified custodian, we will send the qualified custodian an invoice or statement of the amount of the fee to be deducted from your account. The qualified custodian will send you an account statement at least quarterly. This statement will detail all account activity, including the amount of any advisory fees deducted. You should carefully review account statements for accuracy. If you have questions regarding your account or if you did not receive a statement from your custodian, please contact us at (405) 844- 9933 or Support@RedstoneWM.com. Our annual fees are exclusive of and in addition to brokerage commissions, transaction fees, and other related costs and expenses incurred by you. However, we will not receive any portion of the commissions, fees, and expenses paid to others. Please see Item 12 – Brokerage Practices for further information on brokerage and transaction costs. Third-Party Referral Fees As disclosed in Item 4 above, we will share in a portion of the advisory fee paid to the TPIA to which we refer clients for the management of their accounts. Where you engage a TPIA that we recommend, we will receive compensation from the TPIA for recommending that you use their services. These compensation arrangements present a conflict of interest because we have a financial incentive to recommend the services of a particular TPIA over another TPIA with which we have more favorable compensation arrangements or other professional relationships. Comparable services may be available for lower or higher fees through other service providers with which we have no compensation arrangements or other professional relationships. In order to address this conflict, our firm has adopted a code of ethics that obliges all associated persons to deal fairly with all clients, uphold their fiduciary duty, and put the client's interest first. Clients are not required to use the services of any TPIA we recommend. Fees for Held-Away Assets For held-away assets managed through an unaffiliated third-party account aggregation service, we are unable to deduct fees directly from the account held at the plan custodian. Therefore, fees for the management of held-away assets will either be paid directly by the client using an unaffiliated third-party payment provider, or will be deducted from another taxable account that we manage for the client at the qualified custodian recommended by Redstone Wealth Management, such as Schwab. Self-Directed Brokerage Account Fees Typically, the Plan Sponsor does not pay for these PCRA services. The participant will enter into a written agreement with Redstone for a percentage of the assets held in the PCRA account, not to exceed 1.9%. The fee is negotiable based on the scope of services and is payable quarterly or monthly in arrears. Provided the client provides written authorization, the agreed-upon fee will be deducted from the PCRA account. Other fee payment arrangements may be negotiated on a case-by-case basis. Fees for Adviser Managed Annuities Clients are charged up to 1.5% of the assets quarterly or monthly in arrears. The insurance company or its service provider calculates the fee, deducts it from the client's accounts, and remits it directly to Redstone Wealth Management. ERISA 3(38) Fees The fees for ERISA 3(38) Services will be based on the above-referenced asset management fee schedule. Fees are negotiable and will be billed either monthly or quarterly in advance based on the market value of the client’s account as of the last day of the preceding period. The client may elect to be billed directly or to have the advisory  Redstone Wealth Management, LLC Form ADV Part 2A Brochure Page 11 fees deducted from plan assets. For the first quarter that you engage us, or if the agreement is terminated during the quarter, the fees will be prorated for only those days that we rendered our services. The client's custodian/recordkeeper will calculate the fees based on the client's agreement with us and will send statements to the client at least quarterly reflecting the fees paid to us. However, clients should verify the accuracy of the fees paid by the client's custodian/recordkeeper. The Plan may incur other levels of fees and expenses, including, but not limited to, investment-related expenses imposed by other service providers and mutual fund managers not affiliated with us, and other fees and expenses charged by the Plan’s custodian, third-party administrator, and/or recordkeeper. We make no representations or warranties relating to any costs or expenses associated with the services provided by any third parties. The fees charged by us for ERISA 3(38) Services are in addition to any brokerage, custodial, and/or other fees that may be charged to you by other service providers to the Plan. Termination of Management Services The client can terminate the relevant management agreement within five days of entering into the agreement without penalty. After the five-day period, either party to the agreement may terminate the agreement upon 30 days’ written notice to the other party. If the effective termination date falls on any day other than the last day of the relevant billing period, the fee will be prorated for the number of days through the effective date of termination, and any unearned, prepaid fees will be promptly refunded to the client. Additional Fees and Expenses As part of our investment advisory services to you, we may invest, or recommend that you invest, in mutual funds and exchange traded funds. The fees that you pay to our firm for investment advisory services are separate and distinct from the fees and expenses charged by mutual funds or exchange traded funds (described in each fund’s prospectus) to their shareholders. These fees will generally include an advisory fee and other fund expenses. You may also incur transaction charges and/or brokerage fees when purchasing or selling securities. These charges and fees are typically imposed by the broker-dealer or custodian through which your account transactions are executed. We do not share in any portion of the brokerage fees/transaction charges imposed by the broker-dealer or custodian. Where suitable, we will recommend no-load mutual funds. To fully understand the total cost you will incur, you should review all the fees charged by mutual funds, exchange traded funds, our firm, and others. For information on our brokerage practices, please refer to the “Brokerage Practices” section of this Disclosure Brochure. Compensation for the Sale of Securities and Insurance Products Certain persons associated with our firm, who provide investment advice on behalf of our firm, including management persons, are also registered representatives with Peak Brokerage Services, LLC ("Peak"), an unaffiliated, registered securities broker-dealer and Financial Industry Regulatory Authority (“FINRA”) member firm. Such persons, in their capacities as registered representatives of Peak, are eligible to receive commission- based compensation for buying and selling securities, including 12b-1 fees (trails), for the sale of mutual funds, securities, and annuity products. This commission-based compensation is separate and distinct from advisory fees paid to our firm and our investment adviser representatives. You are under no obligation to purchase products or services through Peak or any person associated with Peak, including individuals associated with our firm. You may purchase or sell securities from any brokerage firm of your choice. Associated Persons of Redstone Wealth Management, who are licensed as independent insurance agents, will earn commission-based compensation for selling insurance products, including insurance products they sell to you. Insurance commissions earned by these individuals are separate and in addition to our advisory fees. This practice presents a conflict of interest because individuals providing investment advice on behalf of our firm who are insurance agents have an incentive to recommend insurance products to you for the purpose of generating  Redstone Wealth Management, LLC Form ADV Part 2A Brochure Page 12 commissions rather than basing those recommendations based solely on your needs. You are not required to purchase insurance products through any person associated with Redstone Wealth Management or Peak. You have full discretion whether to purchase recommended insurance products, and you may purchase them from any insurance agency or agent you choose. The sale of mutual funds, annuity contracts, insurance instruments, and other commissionable products offered by individuals associated with our firm is intended to complement our advisory services. However, the receipt of additional compensation presents a conflict of interest, as individuals associated with our firm and we have a financial incentive to recommend products based on the compensation received rather than based solely on your needs. Any material conflicts of interest between you and our firm, or our employees, are disclosed in this Disclosure Brochure. If at any time, additional material conflicts of interest develop, we will provide you with written notification of the material conflicts of interest or an updated Disclosure Brochure. Item 6 - Performance-Based Fees and Side-By-Side Management Performance-based fees are fees that are based on a share of capital gains or capital appreciation of a client’s account. Side-by-side management refers to the practice of managing accounts that are charged performance- based fees while at the same time managing accounts that are not charged performance-based fees. We do not accept performance-based fees or participate in side-by-side management. Our fees are calculated as described in the Advisory Business section above and are not charged on the basis of a share of capital gains upon, or capital appreciation of, the funds in your advisory account. Item 7 - Types of Clients We offer investment advisory services to individuals, high net worth individuals, trusts, estates, charitable organizations, SIMPLE and SEP individual retirement plans, corporations, or other business entities. We do not require a minimum account size to establish an advisory relationship. Item 8 - Methods of Analysis, Investment Strategies and Risk of Loss We may use one or more of the following methods of analysis and/or investment strategies when providing investment advice to you: • Fundamental Analysis – involves analyzing individual companies and their industry groups, such as a company’s financial statements, details regarding the company’s product line, the experience and expertise of the company’s management, and the outlook for the company’s industry. The resulting data is used to measure the true value of the company’s stock compared to the current market value. The primary risk of fundamental analysis is that information obtained may be incorrect, and the analysis may not provide an accurate estimate of earnings, which may be the basis for a stock’s value. If securities prices adjust rapidly to new information, utilizing fundamental analysis may not result in favorable performance.  Redstone Wealth Management, LLC Form ADV Part 2A Brochure Page 13 • Technical Analysis – Technical analysis is a technique that relies on the assumption that current market data (such as charts of price, volume, and open interest) can help predict future market trends, at least in the short term. It assumes that market psychology influences trading and can predict when stocks will rise or fall. Technical trading models are mathematically driven based on historical data and trends of domestic and foreign market trading activity, including various industry and sector trading statistics within such markets. Technical trading models, through mathematical algorithms, attempt to identify when markets are likely to increase or decrease and identify appropriate entry and exit points. The primary risk of technical trading models is that historical trends and past performance cannot predict future trends, and there is no assurance that the mathematical algorithms employed are designed properly, updated with new data, and can accurately predict future market, industry, and sector performance. Please be advised that investing involves risk and that no particular investment strategy can guarantee against losses. In particular, stop-loss orders do not guarantee securities will be sold at the stop-loss price. Sale orders are generally converted to market orders at the stop-loss price and may be executed at a lower price due to liquidity and current demand for the security. In addition, stop-loss orders may increase trading costs. Conversely, there is no guarantee that buy orders will be executed at a specified price. • Cyclical Analysis – Cyclical analysis is similar to technical analysis in that it involves the analysis of market conditions at a macro (entire market/economy) or micro (company-specific) level, rather than the overall fundamental analysis of the health of the particular company. The primary risks with cyclical analysis are similar to those of technical analysis. • Long-Term Purchases – securities purchased with the expectation that the value of those securities will grow over a relatively long period of time, generally greater than one year. Using a long-term purchase strategy generally assumes the financial markets will go up in the long term, which may not be the case. There is also the risk that the segment of the market that you are invested in, or perhaps just your particular investment, will go down over time, even if the overall financial markets advance. Purchasing investments long-term may create an opportunity cost - "locking up" assets that may be better utilized in the short term in other investments. • Short-Term Purchases – securities purchased with the expectation that they will be sold within a relatively short period of time, generally less than one year, to take advantage of the securities' short-term price fluctuations. Using a short-term purchase strategy generally assumes that we can predict how financial markets will perform in the short term, which may be very difficult and will incur a disproportionately higher amount of transaction costs compared to long-term trading. There are many factors that can affect financial market performance in the short term (such as short-term interest rate changes, cyclical earnings announcements, etc.), but may have a smaller impact over longer periods of time. • Trading – securities are sold within 30 days. The principal type of risk associated with trading is market risk. There can be no assurance that a specific investment will achieve its investment objectives, and past performance should not be seen as a guide to future returns. The value of investments and the income derived may fall as well as rise, and investors may not recoup the original amount invested. Investments may also be affected by any changes in exchange control regulations, tax laws, withholding taxes, international, political, and economic developments, and government, economic, or monetary policies. Additionally, trading is speculative. Market movements are difficult to predict and are influenced by, among other things, government trade, fiscal, monetary, and exchange control programs and policies; changing supply and demand relationships; national and international political and economic events; changes in interest rates; and the inherent volatility of the marketplace. In addition, governments from time to time intervene, directly and by regulation, in certain markets, often with the intent to influence prices directly. The effects of governmental intervention may be particularly significant at certain times  Redstone Wealth Management, LLC Form ADV Part 2A Brochure Page 14 in the financial instrument markets, and such intervention (as well as other factors) may cause these markets to move rapidly. • Options – an option is the right, but not the obligation, to buy or sell a particular security at a specified price before the expiration date of the option. When an investor sells an option, he or she must deliver to the buyer a specified number of shares if the buyer exercises the option. The seller pays the buyer a premium (the market price of the option at a particular time) in exchange for writing the option. Options are complex investments and can be very risky, especially if the investor does not own the underlying stock. In certain situations, an investor’s risk can be unlimited. Investing in securities involves a risk of loss that you should be prepared to bear. The investment advice provided along with the strategies suggested by Redstone Wealth Management will vary depending on each client’s specific financial situation and goals. This brief statement does not disclose all of the risks and other significant aspects of investing in financial markets. In light of the risks, you should fully understand the nature of the contractual relationship(s) into which you are entering and the extent of your risk exposure. Certain investing strategies may not be suitable for many members of the public. You should carefully consider whether the strategies employed would be appropriate for you in light of your experience, objectives, financial resources, and other relevant circumstances. General Investment Risk: All investments come with the risk of losing money. Investing involves substantial risks, including possible complete loss of principal plus other losses, and may not be suitable for many members of the public. Investments, unlike savings and checking accounts at a bank, are not insured by the government to protect against market losses. Different market instruments carry different types and degrees of risk, and you should familiarize yourself with the risks involved in the particular market instruments in which you intend to invest. Loss of Value: There can be no assurance that a specific investment will achieve its investment objectives, and past performance should not be seen as a guide to future returns. The value of investments and the income derived may fall as well as rise, and investors may not recoup the original amount invested. Investments may also be affected by any changes in exchange control regulations, tax laws, withholding taxes, international, political, and economic developments, and governmental economic or monetary policies. Interest Rate Risk: Fixed income securities and funds that invest in bonds and other fixed income securities may fall in value if interest rates change. Generally, the prices of debt securities rise when interest rates fall, and their prices fall when interest rates rise. Longer-term debt securities are usually more sensitive to interest rate changes. Credit Risk: Investments in bonds and other fixed income securities are subject to the risk that the issuer(s) may not make required interest payments. An issuer suffering an adverse change in its financial condition could lower the credit quality of a security, leading to greater price volatility of the security. A lowering of the credit rating of a security may also offset the security's liquidity, making it more difficult to sell. Funds investing in lower-quality debt securities are more susceptible to these problems, and their value may be more volatile. Foreign Exchange Risk: Foreign investments may be affected favorably or unfavorably by exchange control regulations or changes in the exchange rates. Changes in currency exchange rates may influence the share value, the dividends or interest earned, and the gains and losses realized. Exchange rates between currencies are determined by supply and demand in the currency exchange markets, the international balance of payments, governmental intervention, speculation, and other economic and political conditions. If the currency in which a  Redstone Wealth Management, LLC Form ADV Part 2A Brochure Page 15 security is denominated appreciates against the US Dollar, the value of the security will increase. Conversely, a decline in the exchange rate of the currency would adversely affect the value of the security. Concentration Risks: There is an inherent risk for clients who have their investments heavily weighted in one security, one industry or industry sector, one geographic location, one investment manager, or one type of investment instrument (equities versus fixed income). Clients who have diversified portfolios, as a general rule, incur less volatility and therefore less fluctuation in value than those who have concentrated holdings. Concentrated holdings may offer the potential for higher gain, but also offer the potential for significant loss. Cybersecurity Risks: Our firm and our service providers are subject to risks associated with a breach in cybersecurity. Cybersecurity is a generic term used to describe the technology, processes, and practices designed to protect networks, systems, computers, programs, and data from cyber-attacks and hacking by other computer users, and to avoid the resulting damage and disruption of hardware and software systems, loss or corruption of data, and/or misappropriation of confidential information. In general, cyber-attacks are deliberate; however, unintentional events may have similar effects. Cyber-attacks may cause losses to clients by interfering with the processing of transactions, affecting the ability to calculate net asset value, or impeding or sabotaging trading. Clients may also incur substantial costs as a result of a cybersecurity breach, including those associated with forensic analysis of the origin and scope of the breach, increased and upgraded cybersecurity, identity theft, unauthorized use of proprietary information, litigation, and the dissemination of confidential and proprietary information. Any such breach could expose our firm to civil liability as well as regulatory inquiry and/or action. In addition, clients could be exposed to additional losses as a result of unauthorized use of their personal information. While our firm has established a business continuity plan and systems designed to prevent cyber- attacks, there are inherent limitations in such plans and systems, including the possibility that certain risks have not been identified. Similar types of cybersecurity risks are also present for issuers of securities, investment companies, and other investment advisers in which we invest, which could result in material adverse consequences for such entities and may cause a client's investment in such entities to lose value. Recommendation of Particular Types of Securities As disclosed under the “Advisory Business” section in this Brochure, we provide advice on various types of securities, and we do not necessarily recommend one particular type of security over another since each client has different needs and different tolerances for risk. Each type of security has its own unique set of risks associated with it, and it would not be possible to list here all of the specific risks of every type of investment. Even within the same type of investment, risks can vary widely. However, in very general terms, the higher the anticipated return of an investment, the higher the risk of loss associated with it. Risks Associated with Investing in Equities: Investments in equities generally refer to buying shares of stocks by an individual or firm in return for receiving a future payment of dividends and capital gains if the value of the stock increases. There is an inherent risk involved when purchasing a stock that it may decrease in value, and the investment may incur a loss. Risks Associated with Investing in Mutual Funds: Mutual funds are professionally managed collective investment systems that pool money from many investors and invest in stocks, bonds, short-term money market instruments, other mutual funds, other securities, or any combination thereof. The fund will have a manager who trades the fund's investments in accordance with the fund's investment objective. While mutual funds generally provide diversification, risks can be significantly increased if the fund is concentrated in a particular sector of the market, primarily invests in small-cap or speculative companies, uses leverage (i.e., borrows money) to a significant degree, or concentrates in a particular type of security (i.e., equities) rather than balancing the fund with different  Redstone Wealth Management, LLC Form ADV Part 2A Brochure Page 16 types of securities. The returns on mutual funds can be reduced by the costs of managing the funds. In addition, while some mutual funds are “no-load” and charge no fee to buy into or sell out of, other types of mutual funds do charge such fees, which can also reduce returns. Risks Associated with Investing in Exchange Traded Funds (ETFs): Investing in stocks & ETFs carries the risk of capital loss (sometimes up to a 100% loss in the case of a stock holding bankruptcy). Investments in these securities are not guaranteed or insured by the FDIC or any other government agency. Risks Associated with Investing in Fixed Income Securities: A fixed-income security is an investment that provides a return in the form of fixed periodic interest payments and the eventual return of principal at maturity. Unlike variable-income securities, where payments change based on some underlying measure—such as short-term interest rates—the payments of a fixed-income security are known in advance. General risks include the company’s ability to retire its debt at maturity, the current interest rate environment, the coupon interest rate promised to bondholders, legal constraints, jurisdictional risk (U.S. or foreign), and currency risk. Fixed income securities may be affected by interest rate risk as increases or decreases in interest rates occur, and also by credit risk in that issuers may not make payments on the securities. • A bond is a fixed-income instrument that represents a loan made by an investor to a borrower (typically corporate or governmental). A bond could be thought of as an I.O.U. between the lender and borrower, which includes the details of the loan and its payments. Bonds are used by companies, municipalities, states, and sovereign governments to finance projects and operations. Owners of bonds are debtholders, or creditors, of the issuer. Bond details include the end date when the principal of the loan is due to be paid to the bond owner and usually include the terms for variable or fixed interest payments made by the borrower. For example, if bonds have maturities of ten years or greater, they will likely have greater price swings when interest rates move up or down. The shorter the maturity, the less volatile the price swings. Foreign bonds also have liquidity and currency risk. • Certificates of deposit (CDs) are generally considered safe instruments, although they are subject to the level of general interest rates, the credit quality of the issuing bank, and the length of maturity. With respect to certificates of deposit, depending on the length of maturity, there can be prepayment penalties if the client needs to convert the certificate of deposit to cash prior to maturity. CDs also carry call risks associated with them, as some offerings could be called prior to maturity, leaving the investor to look for other CDs that may not pay the same level of interest. • A bond exchange traded fund (ETF) is an exchange-traded fund investment option that invests clients’ money into fixed-interest securities. They mainly invest in corporate bonds and treasuries. These are low- risk investments and provide regular coupon payments every month. It helps the individual investor get exposure to bond benchmark indices, which they would not have been able to do otherwise. However, if the investment manager fees associated with the bond ETFs are too high compared to the low return, it erodes the central part of the return. Funds invested in fixed-interest securities generally have a low rate of return. If the interest rate rises, the investor may miss a chance to earn a better return on their initial investment. • Money market instruments are high-quality, short-term fixed-income obligations, which generally have remaining maturities of one year or less, and may include U.S. government securities, commercial paper, certificates of deposit, bankers’ acceptances issued by domestic branches of U.S. banks that are members of the Federal Deposit Insurance Corporation, and repurchase agreements. However, there can be no assurances that such investments will not be subject to significant risks. A bond or fixed income ETF also typically has more volatility risk associated with it as opposed to individual bond holdings.  Redstone Wealth Management, LLC Form ADV Part 2A Brochure Page 17 • Treasury Bills (T-Bills) are government-backed bonds that are subject to interest rate risks and call-related risks. • An agency bond is a security issued by a government-sponsored enterprise or by a federal government department other than the U.S. Treasury. Some are not fully guaranteed in the same way that U.S. Treasury and municipal bonds are. An agency bond is also known as agency debt. Federal government agency bonds and government-sponsored enterprise bonds pay slightly higher interest than U.S. Treasury bonds. Most, but not all, are exempt from state and local taxes, and they have interest rate risks. • Municipal bonds are a type of debt security issued by local, county, and state governments. They are commonly offered to pay for capital expenditures, including the construction of highways, bridges, or schools. Municipal bonds act like loans, with bondholders becoming creditors. In exchange for borrowed capital, bondholders/investors are promised interest on their principal balance—the latter being repaid by the maturity date. Municipal bonds are often exempt from most taxes, which makes them attractive to people in higher income tax brackets. Types of municipal bonds include government obligations and revenue bonds. Default risk is low for municipal bonds compared with corporate bonds. However, revenue bonds are more vulnerable to changes in consumer tastes or general economic downturns than GO bonds. For example, a facility delivering water, treating sewage, or providing other fundamental services has more dependable revenue than a park’s rentable shelter area. As a fixed-income security, the market price of a municipal bond fluctuates with changes in interest rates: When interest rates rise, bond prices decline; when interest rates decline, bond prices rise. In addition, a bond with a longer maturity is more susceptible to interest rate changes than a bond with a shorter maturity, causing even greater changes in the municipal bond investor’s income. Furthermore, the majority of municipal bonds are illiquid; an investor needing immediate cash has to sell other securities instead. Many municipal bonds carry call provisions, allowing the issuer to redeem the bond prior to the maturity date. An issuer typically calls a bond when interest rates drop and reissues municipal bonds at a lower interest rate. When a bond is called, investors lose income from interest payments and face reinvesting in a bond with a lower return. • Corporate debt obligations - include corporate bonds, debentures, notes, commercial paper, and other similar corporate debt instruments. Companies use these instruments to borrow money from investors. The issuer pays the investor a fixed or variable rate of interest and must repay the amount borrowed at maturity. Commercial paper (short-term unsecured promissory notes) is issued by companies to finance their current obligations and normally has a maturity of less than nine months. In addition, the firm may also invest in corporate debt securities registered and sold in the United States by foreign issuers (Yankee bonds) and those sold outside the U.S. by foreign or U.S. issuers (Eurobonds). Risks Associated with Alternative Investments: Non-traded real estate investment trusts (REITs), business development companies, limited partnerships, and direct alternatives are subject to various risks, such as liquidity and property devaluation based on adverse economic and real estate market conditions, and may not be suitable for all investors. A prospectus that discloses all risks, fees, and expenses may be obtained from your adviser. Read the prospectus carefully before investing. This is not a solicitation or offering which can only be made in conjunction with a copy of the prospectus. Investors considering an investment strategy utilizing alternative investments should understand that alternative investments are generally considered speculative in nature and may involve a high degree of risk, particularly if concentrating investments in one or a few alternative investments. For example, REITs have specific risks, including valuation due to cash flows, dividends paid in stock rather than cash, and the payment of debt, resulting in dilution of shares. Private investment funds are not registered with the Securities and Exchange Commission and may not be registered with any other regulatory authority. Accordingly, they are not subject to certain regulatory restrictions and oversight to which other issuers are subject. There may be little public information available about their investments and performance. Moreover,  Redstone Wealth Management, LLC Form ADV Part 2A Brochure Page 18 as sales of shares of private investment companies are generally restricted to certain qualified purchasers, it could be difficult for a client to sell its shares of a private investment company at an advantageous price and time. Since shares of private investment companies are not publicly traded, from time to time, it may be difficult to establish a fair value for the client’s investment in these companies. Risks Associated with Investing in Options: Transactions in options carry a high degree of risk. A relatively small market movement will have a proportionately larger impact, which may work for or against the investor. The placing of certain orders, which are intended to limit losses to certain amounts, may not be effective because market conditions may make it impossible to execute such orders. Selling ("writing" or "granting") an option generally entails considerably greater risk than purchasing options. Although the premium received by the seller is fixed, the seller may sustain a loss well in excess of that amount. The seller will also be exposed to the risk of the purchaser exercising the option, and the seller will be obliged either to settle the option in cash or to acquire or deliver the underlying investment. If the option is "covered" by the seller holding a corresponding position in the underlying investment or a future on another option, the risk may be reduced. Securities Backed Lines of Credit (SBLOCs): SBLOCs are non-purpose loans where you pledge assets in your account as collateral in return for a loan. The loan proceeds can be used for purposes other than to purchase or trade securities. Depending on your objectives, we can help you apply for an SBLOC. This can be a strategic alternative to liquidating assets to pay for unexpected expenses, a business opportunity, or a personal goal, any of which could trigger capital gains taxes. While we do not receive a fee for arranging these loans, our assistance in this process presents a conflict of interest, as we have an incentive for you to maintain these assets in your account instead of liquidating them, as liquidation could decrease the asset-based fees that we earn for managing your account. To address this conflict, we only make recommendations to obtain such loans when we believe obtaining an SBLOC is in the best interests of clients. Clients should note that they retain the ultimate decision to obtain such loans. The following are some of the primary risks associated with obtaining an SBLOC: Interest rate payments on the principal balance of the loan are not fixed and may increase; • If the value of the securities pledged as collateral decreases, you will be liable for any deficiency; • • The lender can force the sale or liquidation of securities held as collateral without contacting you in advance to meet collateral requirements, and you are not entitled to choose which securities are liquidated or sold; You are only entitled to draw on the line to the extent there is credit availability; and • • There may be additional risks when money funds or similar investments may produce less interest income or other yield than the interest you are paying on the loan. We urge our clients to carefully read all disclosures and agreements prior to entering into an SBLOC or non- purpose loan. While we can assist in the application process, we are not involved in the approval process. Recommendation of Third-Party Investment Advisers In the event we recommend a third-party investment adviser to manage all or a portion of your assets, we will advise you on how to allocate your assets among various classes of securities or third-party investment managers, programs, or managed model portfolios. As such, we will primarily rely on investment model portfolios and strategies developed by third-party investment advisers and their portfolio managers. If there is a significant deviation in characteristics or performance from the stated strategy and/or benchmark, we may recommend changing models or replacing a third-party investment adviser. The primary risk associated with investing with a third party is that while a particular third party may have demonstrated a certain level of success in the past, it may not be able to replicate that success in future markets. In addition, as we do not control the underlying  Redstone Wealth Management, LLC Form ADV Part 2A Brochure Page 19 investments in third-party model portfolios, there is also a risk that a third party may deviate from the stated investment mandate or strategy of the portfolio, making it a less suitable investment for our clients. To mitigate this risk, we seek third parties with proven track records that have demonstrated a consistent level of performance and success over time. A third party’s past performance is not a guarantee of future results, and certain market and economic risks exist that may adversely affect an account’s performance, which could result in capital losses in your account. Please refer to the third-party investment adviser’s advisory agreements, Form ADV Brochure, and associated disclosure documents for details on their specific investment strategies, methods of analysis, and associated risks. Item 9 - Disciplinary Information Registered investment advisers are required to disclose all material facts regarding any legal or disciplinary events that would be material to your evaluation of Redstone Wealth Management’s advisory business or the integrity of its management personnel. We have no material history of legal or disciplinary events to report under this item. Information regarding management personnel of our firm and Redstone Wealth Management can be found at www.adviserinfo.sec.gov. Item 10 - Other Financial Industry Activities and Affiliations Redstone Wealth Management is not registered as and does not have a pending application to register as a securities broker-dealer, Futures Commission Merchant, Commodity Pool Operator, or Commodity Trading Advisor. No individuals associated with our firm are currently associated persons of a Futures Commission Merchant, Commodity Pool Operator, or Commodity Trading Advisor. Insurance Activities and Affiliations See Item 5 of this Form ADV Part 2A disclosure brochure for information regarding commission-based compensation for insurance services offered by licensed individuals associated with our firm. Mr. Cantrell and Mr. Terrell anticipate spending approximately 5% of their professional time providing insurance services. Registrations with Broker-Dealer See Item 5 of this Form ADV Part 2A disclosure brochure for information regarding commission-based compensation for the sale of securities. IARs of our firm, including Mr. Cantrell and Mr. Terrell, are registered representatives offering securities through Peak Brokerage Services, LLC ("Peak"), an unaffiliated, registered securities broker-dealer and Financial Industry Regulatory Authority (“FINRA”) member firm. Mr. Cantrell and Mr. Terrell anticipate spending approximately 5% of their professional time on business activities conducted through Peak. Mr. Cantrell and Mr. Terrell do not accept commission-based compensation in connection with advisory services offered to ERISA plan clients. Any material conflicts of interest between you and our firm, or our employees, are disclosed in this Disclosure Brochure. If at any time, additional material conflicts of interest develop, we will provide you with written notification of the material conflicts of interest or an updated Disclosure Brochure.  Redstone Wealth Management, LLC Form ADV Part 2A Brochure Page 20 Recommendation of Third-Party Investment Advisers Where you engage a TPIA that we recommend, we will receive compensation from the TPIA for recommending that you use their services. These compensation arrangements present a conflict of interest because we have a financial incentive to recommend the services of a particular TPIA over another TPIA with which we have more favorable compensation arrangements or other professional relationships. Comparable services may be available for lower or higher fees through other service providers with which we have no compensation arrangements or other professional relationships. In order to address this conflict, our firm has adopted a code of ethics that obliges all Associated Persons to deal fairly with all clients, uphold their fiduciary duty, and put the client's interest first. Clients are not required to use the services of any TPIA we recommend. Item 11 - Code of Ethics, Participation or Interest in Client Transactions and Personal Trading Description of Our Code of Ethics Redstone Wealth Management has adopted a Code of Ethics (the “Code”) to address investment advisory conduct. The Code focuses primarily on fiduciary duty, personal securities transactions, insider trading, gifts, and conflicts of interest. The Code includes Redstone Wealth Management’s policies and procedures developed to protect clients’ interests in relation to the following topics: The duty at all times to place the interests of clients first; • • The requirement that all personal securities transactions be conducted in such a manner as to be consistent with the code of ethics; • The responsibility to avoid any actual or potential conflict of interest or misuse of an employee’s position of trust and responsibility; • The fiduciary principle that information concerning the identity of security holdings and the financial circumstances of clients is confidential; and The principle that independence in the investment decision-making process is paramount. • A copy of Redstone Wealth Management’s Code of Ethics is available upon request. Please contact our Chief Compliance Officer at (405) 844-9933 or Lee@RedStoneWM.com. Personal Trading Practices At times, Redstone Wealth Management and/or its Advisory Representatives may take positions in the same securities as clients. This is considered a conflict of interest with clients. Redstone Wealth Management and its Advisory Representatives will generally be “last in” and “last out” for the trading day when trading occurs in close proximity to client trades; however, we will uphold our fiduciary responsibilities to our clients. Front running (trading shortly ahead of clients) is prohibited. Should a conflict occur because of materiality (e.g., a thinly traded stock), disclosure will be made to the client(s) at the time of trading. Item 12 - Brokerage Practices Redstone Wealth Management routinely recommends and requests that clients implement trades and maintain custody of assets through an unaffiliated, qualified broker-dealer. All such broker-dealers must be members of the Financial Industry Regulatory Authority ("FINRA") and the Securities Investor Protection Corporation ("SIPC").  Redstone Wealth Management, LLC Form ADV Part 2A Brochure Page 21 Some broker-dealers may offer our firm services, which include custody of client securities, trade execution, clearance and settlement of transactions, and daily research and investment information. We routinely recommend that you establish brokerage accounts with Charles Schwab & Co., Inc. ("Schwab"), a FINRA-registered broker-dealer, member SIPC. In choosing a broker-dealer or negotiating commission rates, we are not obligated to seek competitive bids or the lowest commission cost to you, but we determine that the commission rate charged is reasonable based on the quality of custodial services available to our clients. As a fiduciary, Redstone Wealth Management endeavors to act in your best interest. The commissions paid by Redstone Wealth Management’s clients comply with Redstone Wealth Management’s duty to obtain “best execution.” Clients may pay commissions that are higher than another qualified financial institution might charge to effect the same transaction, where Redstone Wealth Management determines that the commissions are reasonable in relation to the value of the brokerage and research services received. In seeking best execution, the determinative factor is not the lowest possible cost, but whether the transaction represents the best qualitative execution, taking into consideration the full range of a Financial Institution’s services, including, among others, the value of research provided, execution capability, commission rates, and responsiveness. Redstone Wealth Management seeks competitive rates but may not necessarily obtain the lowest possible commission rates for client transactions. Schwab Advisor Services (formerly called Schwab Institutional) is Schwab’s business serving independent investment advisory firms like ours. We are independently owned and operated and not affiliated with Schwab. Schwab will hold your assets in a brokerage account and will buy and sell securities in your account(s) upon our instructions. While we recommend that you use Schwab as the custodian/broker, you will decide whether to do so, and you will open your account with Schwab by entering into an account agreement directly with them. We do not open the account for you. Your Custody and Brokerage Costs Schwab generally does not charge you separately for custody services but is compensated by charging commissions, where applicable, or other fees on trades that it executes or that settle into your Schwab account. In addition to commissions, Schwab charges a flat dollar amount as a “prime broker” or “trade away” fee for each trade that we have executed by a different broker-dealer, but where the securities bought or the funds from the securities sold are deposited (settled) into your Schwab account. Research and Other Soft Dollar Benefits Although not considered “soft dollar” compensation, Redstone Wealth Management may receive benefits from its broker-dealers and custodians for research services that may include reports, duplicate statements, software, and institutional trading support. This includes benefits from Schwab Advisor Services in the form of access to its institutional brokerage, trading, custody, reporting, and related services, many of which are not typically available to Schwab retail customers. Schwab also makes available various support services. Some of those services help us manage or administer our clients’ accounts, while others help us manage and grow our business. Schwab’s support services are generally available on an unsolicited basis (we do not have to request them) and at no charge to us as long as we keep a total of at least $10 million of our clients’ assets in accounts at Schwab. If we have less than $10 million in client assets at Schwab, Schwab may charge us quarterly service fees. Below is a detailed description of Schwab’s support services.  Redstone Wealth Management, LLC Form ADV Part 2A Brochure Page 22 Services that Benefit You: Schwab’s institutional brokerage services include access to a broad range of investment products, execution of securities transactions, and custody of client assets. The investment products available through Schwab include some that we might not otherwise have access to, or that would require a significantly higher minimum initial investment by our clients. Schwab’s services described in this paragraph generally benefit you and your account. Services that May Not Directly Benefit You: Schwab also makes available to us other products and services that benefit us but may not directly benefit you or your account. These products and services assist us in managing and administering our clients’ accounts. They include investment research, both Schwab’s own and that of third parties. We may use this research to service all or some substantial number of our clients’ accounts, including accounts not maintained at Schwab. In addition to investment research, Schwab also makes available software and other technology that: • provide access to client account data (such as duplicate trade confirmations and account statements); facilitate trade execution and allocate aggregated trade orders for multiple client accounts; • • provide pricing and other market data; facilitate payment of our fees from our clients’ accounts; and • assist with back-office functions, recordkeeping, and client reporting. • Services that Generally Benefit Only Us: Schwab also offers other services intended to help us manage and further develop our business enterprise. These services include: educational conferences and events; • technology, compliance, legal, and business consulting; • • publications and conferences on practice management and business succession; and access to employee benefits providers, human capital consultants, and insurance providers. • Schwab may provide some of these services itself. In other cases, it will arrange for third-party vendors to provide the services to us. Schwab may also discount or waive its fees for some of these services or pay all or a part of a third party’s fees. Schwab may also provide us with other benefits, such as occasional business entertainment for our personnel. Redstone Wealth Management understands its duty for best execution and considers all factors in recommending a specific broker-dealer to its clients. These research services may be useful in servicing all Redstone Wealth Management clients, and may not be used in connection with any particular account that may have paid compensation to the firm providing such services. While Redstone Wealth Management may not always obtain the lowest commission rate, Redstone Wealth Management believes the rate is reasonable in relation to the value of the brokerage and research services provided. Brokerage for Client Referrals We do not receive client referrals from broker-dealers and custodians with which we have an institutional advisory arrangement, and we do not receive other benefits from a broker-dealer in exchange for client referrals. Directed Brokerage IARs providing investment advice on behalf of our firm, who are also registered representatives of Peak Brokerage Services, LLC ("Peak"), may recommend Peak for some brokerage services. These individuals are subject to applicable rules that restrict them from conducting certain securities transactions away from Peak unless Peak  Redstone Wealth Management, LLC Form ADV Part 2A Brochure Page 23 provides the registered representative with written authorization to do so. Therefore, these individuals may be generally limited to conducting securities transactions through Peak. It may be the case that Peak charges higher transaction costs and/or custodial fees than another broker charges for the same types of services. If transactions are executed through Peak, these individuals (in their separate capacities as registered representatives of Peak) may earn commission-based compensation as a result of placing the recommended securities transactions through Peak. This practice presents a conflict of interest because these registered representatives have an incentive to effect securities transactions to generate commissions rather than act solely based on your needs. Not all advisers require clients to direct brokerage through a specific firm. You may utilize the broker-dealer of your choice and have no obligation to purchase or sell securities through such broker, as we recommend. However, if you do not use Peak or another recommended broker/custodian, we may not be able to accept your account. Please see the "Fees and Compensation" section in Item 5 of this Brochure for more information on the compensation received by registered representatives of Peak who are also affiliated with our firm. Trade Aggregation/Block Trading Using Schwab’s automatic rebalancing platform, iRebal®, we combine multiple orders for shares of the same securities purchased for advisory accounts we manage whenever possible and where in the clients’ best interests (this practice is commonly referred to as “block trading”). We will then distribute a portion of the shares to participating accounts in a fair and equitable manner. The distribution of the shares purchased is typically proportionate to the size of the account, but it is not based on account performance or the amount or structure of management fees. In rare instances, such as partial fills or limited shares of thinly traded or illiquid stocks, it may be necessary to place block trades for only small groups of clients over a period of time. Subject to our discretion regarding factual and market conditions, when we combine orders, each participating account pays an average price per share for all transactions and pays a proportionate share of all transaction costs. Accounts owned by our firm or persons associated with our firm may participate in block trading with your accounts; however, they will not be given preferential treatment. We do not combine multiple orders for shares of the same mutual funds purchased for advisory accounts we manage because mutual funds do not trade in blocks. Trade Errors In the event a trading error occurs in your account, our policy is to restore your account to the position it should have been in had the trading error not occurred. Depending on the circumstances, corrective actions may include canceling the trade, adjusting an allocation, and/or reimbursing the account. Item 13 - Review of Accounts Managed Account Reviews Redstone Wealth Management monitors the client’s managed accounts on a continuous basis and recommends a formal review with the client at least annually. Accounts are reviewed by Brent Terrell, Investment Adviser Representative and Operations Manager, and/or Lee Cantrell, President and Chief Compliance Officer. Additional reviews may be offered in certain circumstances. Triggering factors that may stimulate additional reviews include, but are not limited to, changes in economic conditions, changes in the client’s financial situation or investment objectives, or a client’s request. Clients are encouraged to notify our firm if changes occur in their personal financial situation.  Redstone Wealth Management, LLC Form ADV Part 2A Brochure Page 24 Redstone Wealth Management provides clients with a quarterly report including the account holdings, market values, and performance. Additionally, you will receive account statements directly from the Broker-Dealer or Custodian for your accounts at least quarterly. Unless you elect otherwise in your agreement with the Broker- Dealer or Custodian, you shall receive transaction confirmation notices for each transaction in your account. Financial Plan Reviews Financial plans are based on your financial situation at the time we present the plan to you, and on the financial information you provide to us. Redstone Wealth Management reviews the initial financial plan with the client. Thereafter, we recommend clients engage us on an annual basis to update the financial plan. Clients may engage the firm for additional reviews and/or updates, subject to a fixed fee to be negotiated with the client based on the scope of the requested services and the estimated time to complete the review. Financial Planning clients are encouraged to meet with Redstone Wealth Management at least once per year to review their financial plan to ensure that their financial plan aligns with their current financial condition, goals, and objectives. Item 14 - Client Referrals and Other Compensation Compensation for Client Referrals From time to time, we may directly compensate non-employee (outside) individuals and/or entities (Promoters) for client referrals. In order to receive a cash referral fee from our firm, Promoters must comply with the requirements of the jurisdictions in which they operate. If you were referred to our firm by a Promoter, you should have received disclosures at the time of the referral. If you become a client, the Promoter that referred you to our firm will receive a percentage of the advisory fee you pay our firm for as long as you are a client with our firm, or until such time as our agreement with the Promoter expires. You will not pay additional fees because of this referral arrangement. Referral fees paid to a Promoter are contingent upon your entering into an advisory agreement with our firm. Therefore, a Promoter has a financial incentive to recommend our firm to you for advisory services. This creates a conflict of interest; however, you are not obligated to retain our firm for advisory services. Comparable services and/or lower fees may be available through other firms. Other Compensation As described in Item 12 – Brokerage Practices above, Redstone Wealth Management has brokerage and clearing arrangements with Schwab. We may receive additional benefits from these firms in the form of electronic delivery of client information, electronic trading platforms, institutional trading support, proprietary and/or third-party research, continuing education, practice management advice, and other services provided by custodians for the benefit of investment advisory Clients. Please refer to item 12 above for more information about the receipt of additional benefits from broker-dealers/custodians. See Item 5 of this Form ADV Part 2A disclosure brochure for information regarding commission-based compensation for the sale of insurance products by licensed persons associated with Redstone Wealth Management. Additionally, see Items 5, 10, and 12 of this Form ADV Part 2A disclosure brochure for information regarding commission-based compensation for the sale of securities by individuals who are dually registered as representatives of Peak, an unaffiliated, SEC-registered broker-dealer and FINRA member firm.  Redstone Wealth Management, LLC Form ADV Part 2A Brochure Page 25 Item 15 – Custody We do not have physical custody of any of your funds and/or securities. Your funds and securities will be held with a bank, broker-dealer, or other independent, qualified custodian. Where the third party calculates and deducts our advisory fee, we are not deemed to have custody. Where we calculate the advisory fee and instruct the account custodian to debit your account(s) directly for the payment of our advisory fees, we are deemed to exercise custody over your funds or securities. Each time we deduct the advisory fee from your account held with the qualified custodian, we will send the qualified custodian an invoice or statement of the amount of the fee to be deducted from your account. You will receive account statements from the independent, qualified custodian(s) holding your funds and securities at least quarterly. The account statements from your custodian(s) will indicate the amount of our advisory fees deducted from your account(s) each billing period. You should carefully review account statements for accuracy. Additionally, we are also deemed to have custody in certain situations where we accept standing letters of authorization from you to transfer assets to third parties. We maintain safeguards in accordance with regulatory requirements regarding the custody of client assets. If you have questions regarding your account or if you did not receive a statement from your custodian, please contact us at (405) 844-9933 or Support@RedstoneWM.com. Item 16 - Investment Discretion Redstone Wealth Management offers management services on a discretionary basis. Clients must grant discretionary authority in the advisory agreement. Discretionary authority extends to the types and amounts of securities to be bought and sold in client accounts. Apart from the ability to instruct the custodian to withdraw advisory fees from client accounts, Redstone Wealth Management does not have the ability to withdraw funds or securities from client accounts. If you wish, you may limit our discretionary authority by, for example, setting a limit on the type of securities that can be purchased for your account. Simply provide us with your restrictions or guidelines in writing. Please refer to the “Advisory Business” section in this Brochure for more information on our discretionary management services. Item 17 - Voting Client Securities We do not vote proxies solicited by, or with respect to, the issuers of securities held in your account. You are responsible for voting your proxies. Typically, your account custodian will deliver proxy materials directly to you electronically or by mail, depending on the option you have selected with your account custodian. If we receive your proxy materials in error, we will forward them to you in the format received. You may contact us at (405) 844-9933 or Support@RedstoneWM.com with any questions you may have regarding proxies.  Redstone Wealth Management, LLC Form ADV Part 2A Brochure Page 26 Item 18 - Financial Information Our firm does not have any financial conditions or impairments that would prevent us from meeting our contractual commitments to you. We do not take physical custody of client funds or securities, or serve as trustee or signatory for client accounts, and we do not require the prepayment of more than $1,200 in fees six or more months in advance. Therefore, we are not required to include a financial statement with this brochure.  Redstone Wealth Management, LLC Lee Cantrell, AIF® CRD# 5810858 3404 NW 135th Street Oklahoma City, OK 73120-4009 Phone: (405) 844-9933 Fax: (405) 493-6758 Email: Lee@RedstoneWM.com February 6, 2026 Form ADV Part 2B Brochure Supplement: Lee Cantrell, AIF® This brochure supplement provides information about Israel Lee Cantrell that supplements the Redstone Wealth Management, LLC (“Redstone Wealth Management”) brochure. You should have received a copy of that brochure. Contact us at (405) 844-9933 or Support@RedstoneWM.com if you did not receive Redstone Wealth Management’s brochure, or if you have any questions about the contents of this supplement. Additional information about Mr. Cantrell (CRD# 5810858) and Redstone Wealth Management (IARD/CRD# 311525) is available at the SEC’s website at www.adviserinfo.sec.gov.  Redstone Wealth Management, LLC Form ADV Part 2B Brochure Supplement Page 28 Item 2 - Educational Background and Business Experience Israel Lee Cantrell Year of Birth: 1985 Formal Education after High School: Cameron University, Theatre, Attended 2003-2004 • University of Central Oklahoma, Bachelor of Arts (B.A.), Communications, 2007 • Business Background for the last 5 Years: • Redstone Wealth Management, LLC, President, 07/2017 – Present; Chief Compliance Officer/Investment • • • Adviser Representative, 01/2021 – Present Cantrell Group, Inc., President, 01/2014 – Present Peak Brokerage Services, LLC, Registered Representative, 11/2021 - Present LPL Financial, LLC, Registered Representative, 01/2013 – 11/2021; Investment Adviser Representative, 01/2013 – 11/2021 Employee Leasing Foundation, Inc., President, 01/2019 – Present • Professional Designations: Accredited Investment Fiduciary® (AIF®) The AIF designation certifies that the recipient has specialized knowledge of fiduciary standards of care and their application to the investment management process. To receive the AIF designation, individuals must complete a training program, successfully pass a comprehensive, closed-book final examination under the supervision of a proctor, and agree to abide by the AIF Code of Ethics. In order to maintain the AIF designation, the individual must annually renew their affirmation of the AIF Code of Ethics and complete six hours of continuing education credits. The certification is administered by the Center for Fiduciary Studies, the standards-setting body of fi360. Item 3 - Disciplinary Information Registered investment advisers are required to disclose all material facts regarding any legal or disciplinary events that would be material to your evaluation of Mr. Cantrell and Redstone Wealth Management. Mr. Cantrell has no material history of legal or disciplinary events to report under this item. Information regarding Mr. Cantrell (CRD# 5810858) and Redstone Wealth Management can be found at www.adviserinfo.sec.gov. Item 4 - Other Business Activities Mr. Cantrell is also a registered representative with Peak Brokerage Services, LLC ("Peak"), an unaffiliated, registered securities broker-dealer, and Financial Industry Regulatory Authority (“FINRA”) member firm. In his capacity as a registered representative, Mr. Cantrell is eligible to receive commission-based compensation in connection with the purchase and sale of securities, including 12b-1 fees for the sale of investment company products. He is also an independent, licensed insurance agent. Compensation earned by Mr. Cantrell in his capacities as a registered representative and insurance agent is separate and in addition to our advisory fees. This practice presents a conflict of interest because persons providing investment advice on behalf of our firm, who are registered representatives and insurance agents, have an incentive to effect securities transactions or insurance sales for the purpose of generating commissions rather than solely based on your needs. Clients of our firm have  Redstone Wealth Management, LLC Form ADV Part 2B Brochure Supplement Page 29 the option to purchase investment and insurance products that we recommend through other brokers and agents that are not affiliated with our firm. Mr. Cantrell anticipates spending approximately 10% of his professional time on securities and insurance business activities conducted through Peak. Mr. Cantrell owns several entities formed for tax and investment purposes. They do not offer services to advisory clients, and clients are not solicited to invest in these companies. Cantrell Group, Inc. is an operating company for tax and personal investment purposes only. It is the parent company of Redstone Wealth Management, LLC. Employee Leasing Foundation, Inc. is a business entity for tax and investment purposes. Cantrell Metro Properties, LLC is a business entity formed for personal real estate holdings. Mr. Cantrell spends little to no professional time on these other businesses during securities trading hours. Item 5 - Additional Compensation Apart from the receipt of compensation for the activities disclosed under Item 4 above, Mr. Cantrell does not receive additional compensation or economic benefits from third-party sources in connection with his advisory activities. Item 6 – Supervision As an Investment Adviser Representative of Redstone Wealth Management, Mr. Cantrell is responsible for monitoring and reviewing client portfolios. As President and Chief Compliance Officer, Mr. Cantrell is responsible for the supervision of client portfolios, the management of the firm, the supervision of the firm’s personnel, and the implementation of the firm's compliance program. You can contact Mr. Cantrell with any questions you may have at (405) 844-9933 or Lee@RedtoneWM.com. Redstone Wealth Management, LLC has implemented a Code of Ethics and an internal compliance program that guides Mr. Cantrell and company personnel in meeting their fiduciary obligations to clients. Mr. Cantrell adheres to the company’s code of ethics and compliance manual as mandated. Clients may contact Mr. Cantrell at (405) 844- 9933 or Lee@RedtoneWM.com to obtain a copy of Redstone Wealth Management’s code of ethics. Additionally, Redstone Wealth Management is subject to regulatory oversight by various agencies. These agencies require registration by Redstone Wealth Management and certain employees. As a registered entity, Redstone Wealth Management is subject to examinations by regulators, which may be announced or unannounced. Redstone Wealth Management is required to periodically update the information provided to these agencies and to provide various reports regarding the firm’s business and assets under management.  Redstone Wealth Management, LLC Brent Terrell CRD# 5109982 3404 NW 135th Street Oklahoma City, OK 73120-4009 Phone: (405) 844-9933 Fax: (405) 493-6758 Email: Brent@RedstoneWM.com February 6, 2026 Form ADV Part 2B Brochure Supplement: Brent Terrell This brochure supplement provides information about Conard Brent Terrell that supplements the Redstone Wealth Management, LLC (“Redstone Wealth Management”) brochure. You should have received a copy of that brochure. Contact us at (405) 844-9933 if you did not receive Redstone Wealth Management’s brochure, or if you have any questions about the contents of this supplement. Additional information about Mr. Terrell (CRD# 5109982) and Redstone Wealth Management (IARD/CRD# 311525) is available at the SEC’s website at www.adviserinfo.sec.gov.  Redstone Wealth Management, LLC Form ADV Part 2B Brochure Supplement Page 31 Item 2 - Educational Background and Business Experience Conard Brent Terrell Year of Birth: 1981 Formal Education after High School: • Oklahoma Baptist University, Bachelor of Business Administration (B.B.A.), 2005 Business Background for the last 5 Years: • Redstone Wealth Management, LLC, Operations Manager, 07/2017 – Present; Investment Adviser • • Representative, 01/2021 – Present Peak Brokerage Services, LLC, Registered Representative, 11/2021 - Present LPL Financial, LLC, Registered Representative, 10/2018 – 11/2021; Investment Adviser Representative, 10/2018 – 11/2021 • AXA Advisors, LLC, Registered Representative and Investment Adviser Representative, 11/2010 – 10/2018 Item 3 - Disciplinary Information Registered investment advisers are required to disclose all material facts regarding any legal or disciplinary events that would be material to your evaluation of Mr. Terrell and Redstone Wealth Management. Mr. Terrell has no material history of legal or disciplinary events to report under this item. You can find Information regarding Mr. Terrell (CRD# 5109982) and Redstone Wealth Management (IARD/CRD# 311525) at www.adviserinfo.sec.gov. Item 4 - Other Business Activities Mr. Terrell is also a registered representative with Peak Brokerage Services, LLC ("Peak"), an unaffiliated, registered securities broker-dealer, and Financial Industry Regulatory Authority (“FINRA”) member firm. In his capacity as a registered representative, Mr. Terrell is eligible to receive commission-based compensation in connection with the purchase and sale of securities, including 12b-1 fees for the sale of investment company products. He is also an independent, licensed insurance agent. Compensation earned by Mr. Terrell in his capacities as a registered representative and insurance agent is separate and in addition to our advisory fees. This practice presents a conflict of interest because persons providing investment advice on behalf of our firm, who are registered representatives and insurance agents, have an incentive to effect securities transactions or insurance sales for the purpose of generating commissions rather than solely based on your needs. Clients of our firm have the option to purchase investment and insurance products that we recommend through other brokers and agents that are not affiliated with our firm. Mr. Terrell anticipates spending approximately 10% of his professional time on securities and insurance business activities conducted through Peak. Item 5 - Additional Compensation Apart from the receipt of compensation for the activities disclosed under Item 4 above, Mr. Terrell does not receive additional compensation or economic benefits from third-party sources in connection with his advisory activities.  Redstone Wealth Management, LLC Form ADV Part 2B Brochure Supplement Page 32 Item 6 – Supervision As an Investment Adviser Representative of Redstone Wealth Management, Mr. Terrell is responsible for monitoring and reviewing client portfolios. As Operations Manager, he is responsible for assisting the firm’s President and Chief Compliance Officer, Lee Cantrell, with the implementation of the firm's compliance program and the day-to-day operations of the firm. Mr. Terrell reports directly to Mr. Cantrell. You can contact Mr. Cantrell at (405) 844-9933 or Lee@RedtoneWM.com with any questions you may have. Redstone Wealth Management, LLC has implemented a Code of Ethics and an internal compliance program that guides Mr. Terrell and other company personnel in meeting their fiduciary obligations to clients. Mr. Terrell adheres to the company’s code of ethics and compliance manual as mandated. Clients may contact our Chief Compliance Officer, Lee Cantrell, at (405) 844-9933 or Lee@RedtoneWM.com to obtain a copy of Redstone Wealth Management’s code of ethics. Additionally, Redstone Wealth Management is subject to regulatory oversight by various agencies. These agencies require registration by Redstone Wealth Management and certain employees. As a registered entity, Redstone Wealth Management is subject to examinations by regulators, which may be announced or unannounced. Redstone Wealth Management is required to periodically update the information provided to these agencies and to provide various reports regarding the firm's business and assets under management.  Redstone Wealth Management, LLC Rianna J. Ingalls, CFP® CRD# 7146486 3404 NW 135th Street Oklahoma City, OK 73120-4009 Phone: (405) 844-9933 Fax: (405) 493-6758 Email: Rianna@RedstoneWM.com February 6, 2026 Form ADV Part 2B Brochure Supplement: Rianna J. Ingalls This brochure supplement provides information about Rianna J. Ingalls that supplements the Redstone Wealth Management, LLC (“Redstone Wealth Management”) brochure. You should have received a copy of that brochure. Contact us at (405) 844-9933 if you did not receive Redstone Wealth Management’s brochure, or if you have any questions about the contents of this supplement. Additional information about Ms. Ingalls (CRD# 7146486) and Redstone Wealth Management (IARD/CRD# 311525) is available at the SEC’s website at www.adviserinfo.sec.gov.  Redstone Wealth Management, LLC Form ADV Part 2B Brochure Supplement Page 34 Item 2 - Educational Background and Business Experience Rianna J. Ingalls, CFP® Year of Birth: 1998 Formal Education after High School: • University of Central Oklahoma, B.B.A., Finance, 2020 Business Background for the last 5 Years: Peak Brokerage Services, LLC, Registered Assistant, 11/2021 - Present • Redstone Wealth Management, LLC, Client Operations Specialist, 05/2020 to Present • • Redstone Wealth Management, LLC, Intern, 06/2019 to 05/2020 • University of Central Oklahoma, Student, 08/2016 to 05/2020 Professional Designation: CERTIFIED FINANCIAL PLANNER™ professional (CFP®) I am certified for financial planning services in the United States by the Certified Financial Planner Board of Standards, Inc. (“CFP Board”). Therefore, I may refer to myself as a CERTIFIED FINANCIAL PLANNER™ professional or a CFP® professional, and I may use these and the CFP Board’s other certification marks (the “CFP Board Certification Marks”). The CFP® certification is voluntary. No federal or state law or regulation requires financial planners to hold the CFP® certification. You may find more information about the CFP® certification at www.CFP.net. CFP® professionals have met the CFP Board’s high standards for education, examination, experience, and ethics. To become a CFP® professional, an individual must fulfill the following requirements: • • • • Education – Earn a bachelor’s degree or higher from an accredited college or university and complete CFP Board-approved coursework at a college or university through a CFP Board Registered Program. The coursework covers the financial planning subject areas t h e CFP Board has determined are necessary for the competent and professional delivery of financial planning services, as well as a comprehensive financial plan development capstone course. A candidate may satisfy some of the coursework requirements through other qualifying credentials. T h e CFP Board implemented the bachelor’s degree or higher requirement in 2007 and the financial planning development capstone course requirement in March 2012. Therefore, a CFP® professional who first became certified before those dates may not have earned a bachelor’s or higher degree or completed a financial planning development capstone course. Examination – Pass the comprehensive CFP® Certification Examination. The examination is designed to assess an individual’s ability to integrate and apply a broad base of financial planning knowledge in the context of real-life financial planning situations. Experience – Complete 6,000 hours of professional experience related to the personal financial planning process, or 4,000 hours of apprenticeship experience that meets additional requirements. Ethics – Satisfy the Fitness Standards for Candidates for CFP® Certification and Former CFP® Professionals Seeking Reinstatement and agree to be bound by the CFP Board’s Code of Ethics and Standards of Conduct (“Code and Standards”), which set forth the ethical and practice standards for CFP® professionals. Individuals who become certified must complete the following ongoing education and ethics requirements to remain certified and maintain the right to continue to use the CFP Board Certification Marks:  Redstone Wealth Management, LLC Form ADV Part 2B Brochure Supplement Page 35 • • Ethics – Commit to complying with the CFP Board’s Code and Standards. This includes a commitment to the CFP Board, as part of the certification, to act as a fiduciary and therefore act in the best interests of the client at all times when providing financial advice and financial planning. CFP Board may sanction a CFP® professional who does not abide by this commitment, but the CFP Board does not guarantee a CFP® professional's services. A client who seeks a similar commitment should obtain a written engagement that includes a fiduciary obligation to the client. Continuing Education – Complete 30 hours of continuing education every two years to maintain competence, demonstrate specified levels of knowledge, skills, and abilities, and keep up with developments in financial planning. Two of the hours must address the Code and Standards. Item 3 - Disciplinary Information Registered investment advisers are required to disclose all material facts regarding any legal or disciplinary events that would be material to your evaluation of Ms. Ingalls and Redstone Wealth Management. Ms. Ingalls has no material history of legal or disciplinary events to report under this item. You can find information regarding Ms. Ingalls (CRD# 7146486) and Redstone Wealth Management (IARD/CRD# 311525) at www.adviserinfo.sec.gov. Item 4 - Other Business Activities Ms. Ingalls is a registered assistant with Peak Brokerage Services, LLC(“Peak”), a registered broker-dealer, and a member of the Financial Industry Regulatory Authority (“FINRA”) and the Securities Investor Protection Corporation (“SIPC”). However, in this capacity, Ms. Ingalls does not receive commission-based or other compensation. Item 5 - Additional Compensation Ms. Ingalls does not receive additional compensation or economic benefits from third-party sources in connection with her advisory activities. Item 6 – Supervision As an Investment Adviser Representative of Redstone Wealth Management, Ms. Ingalls is responsible for monitoring and reviewing client portfolios. Ms. Ingalls reports directly to Lee Cantrell. You can contact Mr. Cantrell at (405) 844-9933 or Lee@RedtoneWM.com with any questions you may have. Redstone Wealth Management, LLC has implemented a Code of Ethics and an internal compliance program that guides Ms. Ingalls and other company personnel in meeting their fiduciary obligations to clients. Ms. Ingalls adheres to the company’s code of ethics and compliance manual as mandated. Clients may contact our Chief Compliance Officer, Lee Cantrell, at (405) 844-9933 or Lee@RedtoneWM.com to obtain a copy of Redstone Wealth Management’s code of ethics. Additionally, Redstone Wealth Management is subject to regulatory oversight by various agencies. These agencies require registration by Redstone Wealth Management and certain employees. As a registered entity, Redstone  Redstone Wealth Management, LLC Form ADV Part 2B Brochure Supplement Page 36 Wealth Management is subject to examinations by regulators, which may be announced or unannounced. Redstone Wealth Management is required to periodically update the information provided to these agencies and to provide various reports regarding the firm's business and assets under management.  Redstone Wealth Management, LLC Christopher Stephen Smedstad CRD# 7336986 3404 NW 135th Street Oklahoma City, OK 73120-4009 Phone: (405) 844-9933 Fax: (405) 493-6758 Email: Chris@Redstonewm.com February 6, 2026 Form ADV Part 2B Brochure Supplement: Christopher Smedstad This brochure supplement provides information about Christopher Stephen Smedstad that supplements the Redstone Wealth Management, LLC (“Redstone Wealth Management”) brochure. You should have received a copy of that brochure. Contact us at (405) 844-9933 if you did not receive Redstone Wealth Management’s brochure, or if you have any questions about the contents of this supplement. Additional information about Mr. Smedstad (CRD# 7336986) and Redstone Wealth Management (IARD/CRD# 311525) is available at the SEC’s website at www.adviserinfo.sec.gov.  Redstone Wealth Management, LLC Form ADV Part 2B Brochure Supplement Page 38 Item 2 - Educational Background and Business Experience Christopher Stephen Smedstad Year of Birth: 1969 Formal Education after High School: The University of Guadalajara, Mexico, Exchange Student, 1991 & 1993 • Minnesota State University, Mankato, Bachelor of Science, International Business, Cum Laude, 1994 • Business Background for the last 5 Years: • Redstone Wealth Management, LLC, Investment Adviser Representative, 02/2021 – Present • Unemployed, 06/2020 – 02/2021 • General Electric Digital, Cardiovascular Segment Sales Specialist, Healthcare IT, 07/2003 – 06/2020 • General Electric Healthcare, Account Executive Cardiovascular Ultrasound, 01/2002 – 07/2003 Item 3 - Disciplinary Information Registered investment advisers are required to disclose all material facts regarding any legal or disciplinary events that would be material to your evaluation of Mr. Smedstad and Redstone Wealth Management. Mr. Smedstad has no material history of legal or disciplinary events to report under this item. You can find information regarding Mr. Smedstad (CRD# 7336986) and Redstone Wealth Management (IARD/CRD# 311525) at www.adviserinfo.sec.gov. Item 4 - Other Business Activities Mr. Smedstad is not involved in any other business activities. Item 5 - Additional Compensation Apart from the receipt of compensation for the activities disclosed under Item 4 above, Mr. Smedstad does not receive additional compensation or economic benefits from third-party sources in connection with his advisory activities. Item 6 – Supervision As an Investment Adviser Representative of Redstone Wealth Management, Mr. Smedstad is responsible for monitoring and reviewing client portfolios. Mr. Smedstad reports directly to Lee Cantrell. You can contact Mr. Cantrell at (405) 844-9933 or Lee@RedtoneWM.com with any questions you may have. Redstone Wealth Management, LLC has implemented a Code of Ethics and an internal compliance program that guides Mr. Smedstad and other company personnel in meeting their fiduciary obligations to clients. Mr. Smedstad adheres to the company’s code of ethics and compliance manual as mandated. Clients may contact our Chief Compliance Officer, Lee Cantrell, at (405) 844-9933 or Lee@RedtoneWM.com to obtain a copy of Redstone Wealth Management’s code of ethics.  Redstone Wealth Management, LLC Form ADV Part 2B Brochure Supplement Page 39 Additionally, Redstone Wealth Management is subject to regulatory oversight by various agencies. These agencies require registration by Redstone Wealth Management and certain employees. As a registered entity, Redstone Wealth Management is subject to examinations by regulators, which may be announced or unannounced. Redstone Wealth Management is required to periodically update the information provided to these agencies and to provide various reports regarding the firm's business and assets under management.