The mentorship agreement.

Scope of services.

1.1 Nature of services. Mentor agrees to provide Mentee with trader education and skill-development mentorship services (the "Services"). The Services are strictly educational in nature and are designed to help Mentee develop independent trading skills, frameworks, and discipline.

• An onboarding intensive (two deep-dive sessions) to assess Mentee's current skill level, establish goals, and build a personalized development plan.
• Weekly one-on-one video or phone calls of approximately 60–90 minutes.
• Direct messaging access to Mentor during U.S. market hours for real-time trading discussion.
• Weekly written trade-journal review and markup by Mentor.
• Monthly macro briefings reflecting Mentor's current market outlook.
• Training on Mentor's proprietary setups, scanners, and risk-management frameworks.

• Personalized investment advice, securities recommendations, or portfolio management.
• Specific buy, sell, or hold recommendations for any security in Mentee's account.
• Management or supervision of Mentee's brokerage account(s).
• Any service that would require registration as an investment adviser under federal or state law.

Term.

2.1 Engagement period. The mentorship engagement shall commence on the Effective Date and continue for a period of twelve (12) weeks (the "Term"), unless terminated earlier in accordance with Section 7.

2.2 Renewal. At the conclusion of the Term, the Parties may mutually agree in writing to renew the engagement for an additional term at a price to be agreed upon.

Fees and payment.

3.1 Mentorship fee. The total fee for the 12-week mentorship engagement is Four Thousand Dollars ($4,000.00) (the "Fee").

3.2 Payment terms. The Fee is due in full prior to the first scheduled onboarding session. Payment may be made by wire transfer, ACH, Zelle, or another method agreed upon by the Parties.

3.3 Non-refundable. The Fee is non-refundable once the onboarding intensive has commenced, except as provided in Section 7.2.

Mentee responsibilities.

Mentee agrees to:

• Attend all scheduled weekly calls and communicate in advance if rescheduling is necessary.
• Maintain a trading journal and submit it weekly for Mentor's review.
• Make all investment and trading decisions independently and accept full responsibility for those decisions.
• Not construe any of Mentor's educational content, commentary, or personal trading activity as investment advice or a recommendation to trade.
• Act in good faith and engage constructively in the mentorship process.

Risk acknowledgment and disclaimer.

5.1 Trading risk. Mentee acknowledges and agrees that trading stocks, options, and other securities involves substantial risk of loss, including the potential loss of Mentee's entire investment. Past performance is not indicative of future results. There is no guarantee that Mentee will achieve any particular level of returns or avoid losses.

5.2 No guarantee of results. Mentor makes no representation or warranty, express or implied, that Mentee will profit from trading or that the educational frameworks taught will produce any specific financial outcome. The mentorship is designed to develop Mentee's skills and discipline, not to guarantee returns.

5.3 Not a registered investment adviser. Mentee acknowledges that Mentor is not a registered investment adviser, broker-dealer, or financial planner under any federal or state securities laws. The Services do not constitute investment advisory services as defined by the Investment Advisers Act of 1940 or any comparable state statute.

5.4 Independent decision-making. Mentee agrees that all trading and investment decisions are made solely by Mentee. Mentee is solely responsible for conducting any independent research and due diligence before making any trade or investment. Mentor shall not be held liable for any losses incurred by Mentee.

Confidentiality.

6.1 Confidential information. Each Party acknowledges that during the course of the mentorship, they may receive confidential and proprietary information from the other Party. "Confidential Information" includes, without limitation, Mentor's proprietary trading frameworks, scanners, tools, methodologies, and trade data, as well as Mentee's personal financial information, account data, and trading records.

6.2 Non-disclosure. Neither Party shall disclose, publish, or otherwise disseminate the other Party's Confidential Information to any third party without prior written consent. This obligation survives termination of this Agreement.

6.3 Intellectual property. All proprietary frameworks, scanners, tools, and materials provided by Mentor remain the exclusive intellectual property of Mentor. Mentee receives a limited, non-transferable, non-exclusive license to use such materials for personal educational purposes only. Mentee shall not reproduce, distribute, sell, or teach Mentor's proprietary materials to any third party.

Termination.

7.1 Termination for cause. Either Party may terminate this Agreement immediately upon written notice if the other Party materially breaches any provision of this Agreement and fails to cure such breach within seven (7) days of receiving written notice thereof.

7.2 Good-faith resolution. If either Party believes the mentorship is not working within the first fourteen (14) days of the Term, the Parties agree to have an honest conversation about whether to continue. If both Parties agree in writing to terminate within the first 14 days, Mentor will refund a pro-rata portion of the Fee based on the remaining weeks.

7.3 Effect of termination. Upon termination, Mentor's obligation to provide Services ceases immediately. Sections 5 (Risk Acknowledgment), 6 (Confidentiality), 8 (Limitation of Liability), and 9 (Indemnification) shall survive termination.

Limitation of liability.

Indemnification.

Mentee agrees to indemnify, defend, and hold harmless Mentor from and against any and all claims, damages, losses, liabilities, costs, and expenses (including reasonable attorneys' fees) arising out of or related to Mentee's trading activities, investment decisions, or any breach of this Agreement by Mentee.

Testimonials.

If Mentee received a founding or discounted rate, Mentee agrees to provide a written testimonial upon completion of the engagement, which Mentor may use on the Five Stone Mentorship website, Substack, and marketing materials. Mentor will seek Mentee's approval of the final testimonial text before publication. Mentee may request that the testimonial be published anonymously (first name and last initial only).

General provisions.

11.1 Governing law. This Agreement shall be governed by and construed in accordance with the laws of the State of North Carolina, without regard to its conflict of laws principles.

11.2 Entire agreement. This Agreement constitutes the entire agreement between the Parties with respect to the subject matter hereof and supersedes all prior or contemporaneous agreements, understandings, and communications, whether written or oral.

11.3 Amendments. This Agreement may not be amended or modified except by a written instrument signed by both Parties.

11.4 Severability. If any provision of this Agreement is held to be invalid or unenforceable, the remaining provisions shall continue in full force and effect.

11.5 Independent contractor. Mentor is an independent contractor and nothing in this Agreement shall be construed to create an employer-employee, partnership, or joint venture relationship between the Parties.

11.6 Notices. All notices under this Agreement shall be in writing and delivered by email to the addresses provided below.