PRIVACY POLICY Lampe Financial Group, LLC (“LFG”) recognizes that our relationships with current and prospective clients are based on integrity and trust. We work hard to maintain your privacy and to preserve the private nature of our relationship with you. We place the highest value on the information you share with us. LFG does not sell or rent your personal information and does not disclose your personal information except as permitted or required by law or at your direction. We want our clients to understand what information we collect, how we use it, and how we protect your personal information. Why We Collect Your Information We gather information about you so that we can: Design and implement the investment advisory and financial planning services we provide to you Communicate with you and respond to your requests Comply with the federal and state laws and regulations that govern our firm Protect against fraud, unauthorized transactions, and other liabilities What Information We Collect and Maintain We may collect and maintain nonpublic personal information about you: Information you provide during meetings, consultations, onboarding, or through written, electronic, or digital communications, such as your name, address, date of birth, Social Security number, employment information, financial information, and investment objectives Information generated in the course of providing advisory services to you Information received from third parties in connection with the services we provide, such as custodians, broker-dealers, account administrators, financial institutions, or other professional advisers authorized by you Information may be collected through written documents, electronic systems, client portals, custodial platforms, integrations, or other technology systems used in the normal course of our business. What Information We Disclose We are permitted by law to disclose nonpublic personal information about you to unaffiliated third parties in certain circumstances. LFG may disclose clients’ nonpublic personal information: (1) To individuals and/or entities not affiliated with LFG, including, but not limited to third parties that assist in the supervision or management of your account(s) (i.e., sub-advisers, account custodians, recordkeepers, attorneys, accountants, etc.); (2) To technology vendors and service providers that support our operations, such as client management systems, archiving technology vendors, cloud service providers, secure data storage providers, compliance systems, and/or other business service providers; (3) To your authorized representatives or individuals holding a power of attorney; (4) When we receive your prior consent or direction; (5) In connection with a proposed or actual sale, merger, or transfer of all or a portion of our business; and (6) As otherwise permitted or required under federal or state privacy regulations. In the event that LFG has a change to its client privacy policy that would allow it to disclose nonpublic personal information not covered under applicable law, LFG will allow its clients the opportunity to opt-out of such disclosure. How We Protect Your Personal Information Protecting your personal information is an important responsibility of LFG. We maintain administrative, technical, and physical safeguards designed to protect your nonpublic personal information from unauthorized access, use, or disclosure. These safeguards are part of the firm’s written information security program and include measures such as: Restricting access to client information to individuals who need it to perform their business duties The use of secure systems and password protections Multi-factor authentication where available Encryption or secure transmission methods when sending sensitive personal information electronically Vendor due diligence and oversight of service providers that may access client information Periodic review of our information security policies and practices Use of Artificial Intelligence Tools LFG may utilize technology tools that incorporate artificial intelligence features to support internal business operations, such as drafting communications, summarizing information, or assisting with research. LFG does not permit the use of freely available public artificial intelligence systems to process client documents or nonpublic personal information. Client-specific information may only be processed within firm-approved vendor platforms and service providers that are subject to the firm's vendor due diligence and data security procedures. Any use of technology tools that assist with research, drafting, or analysis is subject to human oversight and review. Cybersecurity Incident Response LFG maintains procedures designed to detect, respond to, and recover from cybersecurity incidents involving client information. If a data security incident occurs that involves unauthorized access to your sensitive personal information and notice is required under applicable federal or state law, we will provide notice in accordance with those legal requirements. Former Clients Even if we cease to provide you with financial services, our Privacy Policy will continue to apply to you. We will continue to treat your nonpublic personal information with strict confidentiality and maintain such information as required by law. Revised: 2026-03-04 By using this site, you signify your agreement to our privacy policy. PLEASE NOTE THAT WE ARE NOT RESPONSIBLE FOR THE CONTENT OR PRIVACY PRACTICES OF WEBSITES TO WHICH OUR WEBSITE MAY LINK.