PINION INVESTMENT ADVISORS, LLC DOING BUSINESS AS PINION WEALTH

CUSTOMER INFORMATION PRIVACY POLICY

      At Pinion Wealth (“Pinion”), we are committed to maintaining the confidentiality, integrity and security of your personal information. To meet our commitment to protect your privacy, we maintain policies, procedures and safeguards to protect yourinformation and limit how that information is shared. We restrict access to nonpublic personal information about you to those employees who need to know that information to provide products or services to you. We maintain physical, electronic, and procedural safeguards that comply with industry and regulatory standards to guard your nonpublicpersonal information.The following informationsummarizes the privacy policyof Pinionand its affiliated companies.

     We collect nonpublic personal information about you for the purpose of offering or furnishing our products and services to you. The types ofinformation we may collect and disclose include all ofthe following:

   • Information we receive from your applications or otherforms, such as your name, address, Social Security number, assets and income;

   • Information about your transactions with us, such as your account balance, payment history, or parties to transactions, with us and our affiliated financial service providers companies; and

   • Information about you that you authorize us to obtain from others, such as financial statements, legal documents, consumer credit scores and medical information.

     We may share your nonpublic personal information with other financial service providers such as securities broker dealers, insurance agents, custodians, financial service providers, consultants and other advisors that assist us in servicing your account and processing transactions. We may share your nonpublic personal information including account statements with our affiliates and financial service providers, including, but not necessarily limited to those companies listed below, so that they may offer or provide further products and services to you.

     We may share nonpublic personal information about you and your transactions with others as required or permitted by law, including with companies who perform transaction processing, insurance rate advisory organizations, guaranty funds or agencies, agencies that are rating us, persons who are assessing our compliance with industry standards, and to our attorneys, accountants, and auditors. We may also disclose nonpublic personal information to a consumer reporting agency underthe Fair Credit Reporting Act, as necessary to enforce our legal and contractual rights, as may be permitted under the federal Financial Right to Privacy Act, and as you may direct or authorize us. Additionally, in the event that we are no longer able to provide certain services to you, we may provide your name, address and telephone number to a third party financial services provider in your area who may be able to provide you with further assistance.

     We may also share your personal information with our affiliates to offer or provide you with further products and services. The entities thatmaybeprovidedyourinformation to offer orprovide services include the following:

                          Pinion Wealth Management,LLC                                             Pinion , LLC & Affiliates
                          Pinion Investment Advisors, LLC                                             HBKS® Wealth Advisors & Subsidiaries
                          Pinion Insurance Agency,LLC                                                  HBK CPAs & Consultants®
                          Purshe Kaplan Sterling Investments                                        KCoe Capital Advisors, LLC

     If you decide to close your account(s) or become an inactive customer, we will adhere to the privacy policies and practices in this notice. If we change our privacy policy we will provide a written notice to you.

OPT OUT NOTICE

     If you prefer that we not disclose nonpublic personal information about you to non-affiliated third parties, you have the right to limit, or “opt out,” of our disclosure of this information (except as permitted or required by law, as described above) by calling us at 1-316-682-8344 during normal business hours.


Investment advisory services offered through Pinion Investment Advisors, LLC doing business as Pinion Wealth. NOT FDIC INSURED - NOT BANK GUARANTEED - MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL - NOT INSURED BY ANY STATE OR FEDERAL AGENCY

                                                                                                                                                                                                  Version 08/08/2022