White Lighthouse Investment Management, Inc.

Part 2B of Form ADV: Brochure Supplement White Lighthouse Investment Management Inc. – Head Office (previously known as White Lighthouse Investment Management and JJK Investment Management) 5 Dutton Lane Bedford, MA 01730 (508) 471-4431 Rylee M. Felice 3 Avery Street Unit 607 Boston, MA 02111 Phone: (860) 840-4092 This brochure supplement provides specific information about Rylee M. Felice which supplements the White Lighthouse Investment Management Inc. ADV brochure. You should have received a copy of that brochure. Please contact Rylee Felice at +1 860-840-4092 if you did not receive White Investment Management Inc.’s ADV brochure or if you have any Lighthouse questions about the contents of this supplement. Additional information about Rylee Felice and White is available on the US Securities Lighthouse and Investment Management Exchange Commission’s (SEC) website at www.adviserinfo.sec.gov 5 Dutton Lane | Bedford, MA 01730 | United States Phone: +1 508 471 4431 | info@white-lighthouse.com | white-lighthouse.com  Educational Background and Business Experience Rylee M. Felice – Born 1997 Education: BA – Economics, 2015 University of Connecticut, Storrs, CT Business Experience: Investment Manager, White Lighthouse Investment Management, June 2026 – Present Boston, Massachusetts Portfolio Management Analyst, CAPTRUST, December 2024 – May 2026 Boston, Massachusetts Investment & Trading Associate, Boston Financial Management, October 2022 - October 2025 Boston, Massachusetts Director of Investment Management, Lincoln Financial Advisors, January 2021- September 2022 Glastonbury, Connecticut Disciplinary Information There have been no disciplinary events against Rylee M. Felice. Other Business Activities Not applicable. Additional Compensation No additional compensation is received. Compensation is only received directly from clients. 5 Dutton Lane | Bedford, MA 01730 | United States Phone: +1 508 471 4431 | info@white-lighthouse.com | white-lighthouse.com  Supervision As an employee of White Lighthouse Investment Management Inc., Rylee is responsible for serving clients and abides by the firm’s Code of Conduct. She is monitored by the Chief Compliance Officer (CCO), Kathleen Quintero, and supervised by the firm’s owner, Jonathan Lachowitz. (or any amount) involving: investments, investment-related theft, embezzlement, wrongfully Requirements for State-Registered Advisors Rylee M. Felice has never been found liable in any arbitration claim alleging damages in excess of $2,500 activities, fraud, false statements, omissions, taking property, bribery, forgery, counterfeiting, extortion, or dishonest, unfair or unethical practices, or for any other matter. involving investments, investment related theft, embezzlement, wrongfully Rylee M. Felice has never been found liable in any civil, self-regulatory organization, or administrative proceeding activities, fraud, false statements, omissions, taking property, bribery, forgery, counterfeiting, extortion, or dishonest, unfair or unethical practices, or for any other matter. Rylee M. Felice has never been the subject of a bankruptcy petition. 5 Dutton Lane | Bedford, MA 01730 | United States Phone: +1 508 471 4431 | info@white-lighthouse.com | white-lighthouse.com