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Brochure supplement for Timothy J. Newell, Andrew Barlow, KianPin “Tom” Lau, Isaiah Gates, Joseph Savenok, Joshua Payne, Joseph Webb III, Ryan Kaczmarek, Seth Scott, and Ted Miller. 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Newell  \nAndrew D. Barlow  \nKianPin “Tom” Lau  \nIsaiah Gates  \nJoseph Savenok  \nJoshua Payne  \nJoseph Webb III  \nRyan Kaczmarek  \nSeth Scott  \nTed Miller  \n2B Supplemental Brochure  \nApril 1, 2026  \nThe Brochure Supplement provides information about Timothy Newell, Andrew Barlow, KianPin “Tom” Lau, Isaiah Gates, Joseph Savenok, Joshua Payne, Joseph Webb III, Ryan Kaczmarek, Seth Scott and Ted Miller supplements the Envoy Advisory, Inc. Brochure. You should have received a copy of the Brochure. Please contact the Chief Compliance Officer at 888-879-1376 if you did not receive Envoy Advisory, Inc.’s Brochure or if you have any questions about the contents ofthis supplement.  \nAdditional information about Timothy Newell, Andrew Barlow, KianPin “Tom” Lau, Isaiah Gates, Joseph Savenok, Joshua Payne, Joseph Webb III, Ryan Kaczmarek, Seth Scott and Ted Miller is available on the SEC’s website at SEC Advisor Info. You can search this site by a unique identifying number, known as the CRD number 306559  \nTimothy J. Newell (CRD\\# 1339021), CFP, AIF, CEP, CKA  \nBorn: 1963  \nPost-Secondary Education:  \n• Timothy J. Newell has no formal educational background  \nRecent Business Experience:  \n• 2020-Present Envoy Advisory, Inc., President  \n• 2011-Present Harvest Investment Services, LLC, President/CEO  \n• 1997-2018 ProEquities, Inc., Registered Representative  \nCertifications: AIF, CEP, CFP, CKA  \nAccredited Investment Fiduciary® (AIF®)  \nThe AIF designation certifies that the recipient has specialized knowledge of fiduciary standards of care and their application to the investment management process. To receive the AIF designation, individuals must complete a training program, successfully pass a comprehensive, closed-book final examination under the supervision of a proctor and agree to abide by the AIF Code of Ethics. In order to maintain the AIF designation, the individual must annually renew their affirmation ofthe AIF Code of Ethics and complete six hours of continuing education credits. The certification is administered by the Center for Fiduciary Studies, LLC (a Fiduciary360 (fi360) company) .  \nCertified Estate PlannerTM (CEP®)  \nThis designation is issued by the National Institute of Certified Estate Planners (NICEP) . A prerequisite is that an individual must hold a valid current license in either the financial, legal, or tax profession. The educational component for the CEP is completed through an interactive discussion of the course highlights done either live or online, in combination with reading and understanding significant self-study materials. An applicant is expected to spend a minimum of 40 hours on the educational component of the program. The applicant must pass a qualifying exam, which is composed of 100 multiple choice questions, worded in such a way that the applicant must have a competent grasp of the subject matter. A minimum score of 70% is required for passing. Exams must be proctored by another licensed professional who is neither related to you or under your employ or influence. An individual is required to undergo eight hours of continuing education (in the area of estate planning) every two years and must adhere to the NICEP professional code of ethics which requires: model business behavior, compliance with State and Federal licensing authorities, compliance with represented professional companies and organizations, proper notification procedures, and submission to the findings and rulings of the NICEP with regard to the continued use of any certification which is conferred by the NICEP.  \nThe CERTIFIED FINANCIAL PLANNERTM, CFP® and federally registered CFP®(with flame design) marks (collectively, the \" CFP® marks\") are professional certification marks granted in the United States by Certified Financial Planner Board of Standards, Inc.(\"CFP Board\") .  \nThe CFP® certification is a voluntary certification; no federal or state ","cbCaiuChdc60l1qi","https://ap.wps.com/l/cbCaiuChdc60l1qi","pdf",1120773,25,"English","# 2B Supplemental Brochure\n## Document date and purpose\n## Individuals covered and contact instructions\n## SEC Advisor Info and CRD identifiers\n## Timothy J. Newell profile\n## Certifications and requirements","[{\"question\":\"What are the certification and eligibility requirements described for CFP, AIF, and CEP designations?\",\"answer\":\"The text outlines training or education components, exam requirements, experience expectations (for CFP), ongoing education/ethics obligations, and governance by the issuing boards or administering organizations.\"}]","2B Supplemental Brochure - April 1, 2026 - Investor profile and certification details | PDF",63]