Discovery Profile Disclosure

By completing this Discovery Profile, you are providing information to STUDIOi, LLC ("STUDIOi") for the purpose of evaluating your financial circumstances and determining whether our services may be appropriate for your needs.

The information you provide will be used to prepare preliminary analyses, facilitate planning discussions, or respond to your inquiry. Completion of this profile does not create an investment advisory relationship, establish a client relationship, or obligate either you or STUDIOi to enter into an engagement. Investment advisory services are provided only pursuant to a separate written agreement.

STUDIOi treats your information as confidential and, as a matter of business practice, does not sell your personal information. Information is used only as necessary to provide requested services, communicate with you, comply with applicable legal and regulatory requirements, or as otherwise described in our Privacy Policy.

Please review your responses carefully. Analyses prepared by STUDIOi are based upon the information you provide, and incomplete or inaccurate information may affect the usefulness of any preliminary analysis or recommendations.

Additional information regarding STUDIOi's services, business practices, fees, and conflicts of interest is available in our current Form ADV Part 2A, which is available upon request and through the Investment Adviser Public Disclosure website maintained by the U.S. Securities and Exchange Commission.