RETIREMENT SOLUTIONS GROUP

Item 1 Cover Page S U P E R V I S E D P E R S O N B R O C H U R E F O R M A D V P A R T 2 B James M. Casanova, CFA Office Address: 101 SE Parkway Court Suite 210 Franklin, TN 37064 Tel: 615-472-9449 Fax: 615-523-2400 jcasanova@rsgtn.com www.rsgtn.com A P R I L 2 1 , 2 0 2 6 This brochure supplement provides information about James M. Casanova and supplements the Retirement Solutions Group, Inc.’s brochure. You should have received a copy of that brochure. Please contact James M. Casanova if you did not receive the brochure or if you have any questions about the contents of this supplement. Additional information about James M. Casanova (CRD #6683886) is available on the SEC’s website at www.adviserinfo.sec.gov.  Brochure Supplement (Part 2B of Form ADV) Supervised Person Brochure James M. Casanova • Year of birth: 1994 Item 2 - Educational Background and Business Experience Educational Background: • University of Georgia; Bachelor of Business Administration – Finance; 2017 Business Experience: • Retirement Solutions Group, Inc.; Investment Advisor Representative; 02/2026– Present Independent Insurance Agent; 02/2026 - Present • • Northwestern Mutual Life Insurance Company; Insurance Agent; 08/2025 – 01/2026 • Northwestern Mutual Investment Services LLC; Registered Representative/Investment Advisor Representative; 12/2019 – 01/2026 Integrum Wealth; Client Associate; 09/2024 – 07/2025 • • Capital Stewardship Partners; Client Associate; 10/2019 – 09/2024 • Vanguard Advisers, Inc.; Investment Advisor Representative; 10/2019 – 10/2019 • Vanguard Marketing Corporation; Registered Representative; 08/2017 – 10/2019 • Full Time Student; 08/2009 – 05/2017 • Morgan Stanley; Branch Intern; 08/2016 – 04/2017 Professional Certifications James Casanova has earned certifications and credentials that are required to be explained in further detail. Chartered Financial Analyst (CFA): Chartered Financial Analysts designation is awarded by the CFA Institute. CFA certification requirements: • Hold a bachelor’s degree from an accredited institution or have equivalent educational or work experience. • Successful completion of all three exam levels of the CFA Program. • Have 48 months of acceptable professional work experience in the investment decision-making process. • Fulfill society requirements, which vary by society. Unless you are upgrading from affiliate membership, all societies require two sponsor statements as part of each application; these are submitted online by your sponsors. • Agree to adhere to and sign the Member's Agreement, a Professional Conduct Statement, and any additional documentation requested by CFA Institute. Item 3 - Disciplinary Information Criminal or Civil Action: None to report in the past 10 years. Administrative Enforcement Proceedings: None to report. Self- Regulatory Organization Enforcement Proceedings: None to report.  Item 4 - Other Business Activities Engaged In James Casanova is a licensed insurance agent and partner in a business that offers legal planning services. Approximately 50% of his time is spent in this practice. From time to time, he will offer Clients services from those activities. These practices represent conflicts of interest because it gives James Casanova an incentive to recommend products and or services based on the commission and or finding fee amount received. This conflict is mitigated disclosures, procedures and the firm’s fiduciary obligation to place the best interest of the Client first and the Clients are not required to purchase any products or services. Clients have the option to purchase these products or services through another insurance agent or legal planner of their choosing. Item 5 - Additional Compensation Mr. Casanova receives commissions on the insurance he sells. He does not receive any additional compensation or any performance-based fees. Item 6 - Supervision Ryan Moore is the Chief Compliance Officer of Retirement Solutions Group, Inc. Ryan Moore reviews James Casanova’s work through Client account reviews and quarterly personal transaction reports, as well as face-to-face and phone interactions. Ryan Moore can be reached at rmoore@rsgtn.com or 615-472-9449. Item 7 - Requirements for State-Registered Advisors Arbitration Claims: None to report. Self-Regulatory Organization or Administrative Proceeding: None to report. Bankruptcy Petition: None to report.