Campbell Deegan is part of the Focus Financial Partners, LLC (“Focus LLC”) partnership. Specifically, Campbell Deegan is a wholly-owned indirect subsidiary of Focus LLC. Ferdinand FFP Acquisition, LLC is the sole managing member of Focus LLC. Ultimate governance of Focus LLC is conducted through the board of directors at Ferdinand FFP Ultimate Holdings, LP. Focus LLC is majority-owned, indirectly and collectively, by investment vehicles affiliated with Clayton, Dubilier & Rice, LLC (“CD&R”). Investment vehicles affiliated with Stone Point Capital LLC (“Stone Point”) are indirect owners of Focus LLC. Because Campbell Deegan is an indirect, wholly-owned subsidiary of Focus LLC, CD&R and Stone Point investment vehicles are indirect owners of Campbell Deegan. Focus LLC also owns other registered investment advisers, broker-dealers, pension consultants, insurance firms, business managers and other firms (the “Focus Partners”), most of which provide wealth management, benefit consulting and investment consulting services to individuals, families, employers, and institutions. Some Focus Partners also manage or advise limited partnerships, private funds, or investment companies as disclosed on their respective Form ADVs. Campbell Deegan is managed by Sean Campbell and Tim Deegan (“Campbell Deegan Principals”), pursuant to a management agreement between CDF Partners, LLC and Campbell Deegan. The Campbell Deegan Principals serve as officers of Campbell Deegan and are responsible for the management, supervision and oversight of Campbell Deegan. While this brochure generally describes the business of Campbell Deegan, certain sections also discuss the activities of its Supervised Persons, which refer to the Firm’s officers, partners, directors (or other persons occupying a similar status or performing similar functions), employees or any other person who provides investment advice on Campbell Deegan’s behalf and is subject to the Firm’s supervision or control. Description of the Program Campbell Deegan offers a variety of advisory services, which include financial planning consulting, and investment management services. Prior to Campbell Deegan rendering any of the foregoing advisory services, clients are required to enter into one or more written agreements with Campbell Deegan setting forth the relevant terms and conditions of the advisory relationship (the “Advisory Agreement”). Clients must also open a new securities brokerage account and complete a new account agreement with Fidelity Institutional Wealth Services (“Fidelity” or the "Custodian") or another broker-dealer that Campbell Deegan approves (collectively “Financial Institutions”). After an analysis of a client’s financial situation and needs, Campbell Deegan assists its clients in developing an appropriate strategy for managing their assets. Clients’ investment portfolios are managed on either a discretionary o r non-discretionary basis by Campbell Deegan’s investment adviser representatives or an independent investment manager, as recommended or selected by Campbell Deegan. As of December 31, 2023, Campbell Deegan had $391,404,471 in discretionary assets under management and $173,603,093 in non-discretionary assets under management. 5 | P a g e Financial Planning and Consulting Services Campbell Deegan offers clients a broad range of financial planning and consulting services, which may include any or all of the following functions:  Business Planning  Investment Consulting  Education Planning  Insurance Planning  Liability and Risk Management  Charitable Giving  Trust and Estate Planning  Distribution Planning  Retirement Planning  Tax Planning  Cash Flow Forecasting  Manager Due Diligence These services are provided in conjunction with investment portfolio management as part of a comprehensive wealth management engagement (described in more detail below). In performing these services, Campbell Deegan is not required to verify any information received from the client or from the client’s other professionals (e.g., attorneys, accountants, etc.,) and is expressly authorized to rely on such information. Campbell Deegan may recommend clients engage the Firm for additional related services and/or other professionals to implement its recommendations. Clients are advised that a conflict of interest exists if clients engage Campbell Deegan or its affiliates to provide additional services for compensation, including investment management services. Clients retain absolute discretion over all decisions regarding implementation and are under no obligation to act upon any of the recommendations made by Campbell Deegan under a financial planning or consulting engagement. Clients are advised that it remains their responsibility to promptly notify the Firm of any change in their financial situation or investment objectives for the purpose of reviewing, evaluating or revising Campbell Deegan’s recommendations and/or services. Investment and Wealth Management Services Campbell Deegan provides clients with wealth management services which include a broad range of comprehensive financial planning and consulting services as well as

non-discretionary management of investment portfolios. Campbell Deegan primarily allocates client assets among various mutual funds, but will also utilize exchange-traded funds (“ETFs”), individual debt and equity securities, and independent investment managers (“Independent Managers”) in accordance with clients’ stated investment objectives When requested, the Firm may also provide advice about any type of legacy position or other investment held in client portfolios. Clients may engage Campbell Deegan to manage and/or advise on certain investment products that are not maintained at their primary custodian, such as assets held in employer sponsored retirement plans and qualified tuition plans (i.e., 529 plans). In these situations, Campbell Deegan 6 | P a g e directs or recommends the allocation of client assets among the various investment options available with the product. These assets are generally maintained at the custodian designated by the product’s provider. Campbell Deegan tailors its advisory services to meet the needs of its individual clients and seeks to ensure that client portfolios are managed in a manner consistent with those needs and objectives. Campbell Deegan consults with clients on an initial and ongoing basis to assess their specific risk tolerance, time horizon, liquidity constraints and other related factors relevant to the management of their portfolios. Clients are advised to promptly notify Campbell Deegan if there are changes in their financial situation or if they wish to place any limitations on the management of their portfolios. Clients may impose reasonable restrictions or mandates on the management of their accounts if Campbell Deegan determines, in its sole discretion that the conditions would not prove overly burdensome to the Firm’s management efforts. Campbell Deegan is a fiduciary under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”) with respect to investment management services and investment advice provided to ERISA plan clients, including ERISA plan participants. Campbell Deegan is also a fiduciary under the Internal Revenue Code (the “IRC”) with respect to investment management services and investment advice provided to ERISA plans, ERISA plan participants, IRAs and IRA owners (collectively, “Retirement Account Clients”). As such, Campbell Deegan is subject to specific duties and obligations under ERISA and the IRC that include, among other things, prohibited transaction rules which are intended to prohibit fiduciaries from acting on conflicts of interest. When a fiduciary gives advice in which it has a conflict of interest, the fiduciary must either avoid or eliminate the conflict or rely upon a prohibited transaction exemption (a “PTE”). In addition, the way Campbell Deegan makes money creates some conflicts with your interests, so Campbell Deegan operates under a special rule that requires Campbell Deegan to act in your best interest and not put our interest ahead of yours. UPTIQ Treasury & Credit Solutions We offer clients the option of obtaining certain financial solutions from unaffiliated third-party financial institutions through UPTIQ Treasury & Credit Solutions, LLC (together with UPTIQ, Inc. and its affiliates, “UPTIQ”). Please see Items 5 and 10 for additional discussion of these services and other important information. Use of Independent Managers As mentioned above, Campbell Deegan may select certain Independent Managers to actively manage a portion of its clients’ assets. The Firm does not expect to use Independent Managers frequently. The specific terms and conditions under which a client engages an Independent Manager may be set forth in a separate written agreement with the designated Independent Manager. In addition to this brochure, clients may also receive the written disclosure documents of the respective Independent Managers engaged to manage their assets. Campbell Deegan evaluates a variety of information about Independent Managers, which may include the Independent Managers’ public disclosure documents, materials supplied by the Independent Managers themselves and other third-party analyses it believes are reputable. To the extent possible, the Firm seeks 7 | P a g e to assess the Independent Managers’ investment strategies, past performance and risk results in relation to its clients’ individual portfolio allocations and risk exposure. Campbell Deegan also takes into consideration each Independent Manager’s management style, returns, reputation, financial strength, reporting, pricing and research capabilities, among other factors. Campbell Deegan continues to provide services relative to the non-discretionary selection of the Independent Managers. The Firm will monitor the performance of those accounts being managed by Independent Managers. Campbell Deegan seeks to ensure the Independent Managers’ strategies and target allocations remain aligned with its clients’ investment objectives and overall best interests. While the assets managed by the Independent Managers are included in the Firm’s assets under management for fee billing, the Independent Managers’ fees are not included in the Program Fee.