BROWNLIE & BRADEN ADVISORS - Key Persons

Job Titles:

• Executive Assistant
• Executive Assistant to Smith a. Brownlie III

With experience in providing effective and comprehensive support to senior executives, Ashlee serves as the Executive Assistant to Smith A. Brownlie III, Chief Executive Officer and Founder of Brownlie & Braden Advisors. Ashlee has nearly a decade of experience managing and supporting complex issues effectively while protecting the integrity of confidential client information. Ashlee joined the Brownlie & Braden Advisors team in 2019. She is a graduate of Texas Tech University, where she received her bachelor's degree in in journalism.

Job Titles:

• Staff Accountant

Mr. Ackley is a Staff Accountant for Brownlie & Braden Advisors, and he received a Bachelor of Science in Accounting and Finance from the Kelley College of Business at Hardin-Simmons University.

Job Titles:

• Chief Financial Officer
• Member of the Senior Management Team

Mr. Cameron serves as the firm's Chief Financial Officer. Prior to joining the firm, he provided strategic, acquisition and capital solutions advisory for companies that ranged in size from start-ups to publicly traded. He worked with companies that included YETI Coolers, Matador Energy, Measure One, Stanley Jigs, Vault and ARM Midstream. Mr. Cameron has also served as CFO and interim CFO for multiple firms that include YETI Custom Shop and RAZ Imports. Before personally providing advisory services to companies, he was a Senior Associate with Cotton Creek Capital where he analyzed new investment opportunities while closely monitoring portfolio companies to preserve and maximize wealth. He began his career as an investment banking analyst at J.P. Morgan in New York City where he worked on over fifty billion dollars of M&A and financing activities before moving on to The Cypress Group, a New York City based middle market private equity firm. Mr. Cameron graduated summa cum laude from Texas A&M University with a Bachelor of Business Administration degree in Finance. He serves as a guest lecturer for the Finance Department at Texas A&M University and as a member of the department's Advisory Board.

Job Titles:

• Senior Financial Analyst

Ms. Sosebee serves as a Senior Financial Analyst with the firm. She is a Certified Public Accountant licensed in the state of Texas. Prior to joining the firm, she was an Assurance Senior at Ernst & Young LLP with concentrations in Employee Benefit Plans and Retail and Consumer Market Industries. Ms. Sosebee graduated from the University of Texas with a Bachelor of Business Administration and Master of Accountancy. While attending the University of Texas, she was the President of the National Society of Collegiate Scholars - UT Austin Chapter and a member of the Master in Professional Accounting (MPA) Council. She is a member of the American Institute of Certified Public Accountants (AICPA) and the Texas Society of Certified Public Accountants (TSCPA).

Job Titles:

• Manager
• Manager of Family Office Services

Mrs. Faison serves as Manager of Family Office Services for the firm. Her duties on behalf of clients include, but are not limited to, client information management, integrated financial strategies, trust and related services and family continuity and education. Previously, Mrs. Faison held the position of Controller overseeing the accounting functions for both the firm and the associated private equity group, Cotton Creek Capital. Prior to joining the firm, she was an auditor for Deloitte & Touche with a concentration in the Energy industry. Mrs. Faison graduated summa cum laude with a Bachelor of Business Administration from the Culverhouse School of Accountancy at the University of Alabama. She also earned a Masters of Accountancy at the University of Alabama while being a Graduate Assistant Teacher.

Job Titles:

• Member of the Senior Management Team

Job Titles:

• Member of the Senior Management Team
• Chartered Financial Analyst and Certified Investment Management Analyst
• Member of the CFA Institute

Mr. Wahl, a Chartered Financial Analyst and Certified Investment Management Analyst, serves as the firm's Chief Compliance Officer. His expertise includes the areas of asset allocation, financial and operational risk management, asset/liability management and related issues confronted by the wealthy family and firms that serve them. Mr. Wahl has over 40 years of experience, primarily in the trust and investment management business (and 2 years as an institutional broker). He served as Managing Director and Partner of Cinque Partners LLC, an independent registered investment advisor formed in 2012 as a spin-out from Wells Fargo Bank. Prior to joining Wells Fargo as a portfolio manager in 1992, he managed the fixed income portion of the American Airlines pension plan as a member of the in-house portfolio management team, and supported its plan sponsor group with equity analysis to aid in monitoring its third-party managers. Fred's early career consisted of work in traditional trust investment management, bank portfolio management and chief investment officer of a bank-owned registered investment advisor. Mr. Wahl is an active member of the CFA Institute, CFA Society of Dallas-Fort Worth and the Investment Management Consultants Association. Mr. Wahl received a Bachelor of Science degree in economics and finance from Lehigh University.

Job Titles:

• Chartered Financial Analyst
• Member of the CFA Institute

Ms. Khan, a Chartered Financial Analyst (CFA) and Financial Modeling and Valuation Analyst (FMVA), serves as a Financial Analyst for the firm. Ms. Khan has over 12 years of experience in investment analysis and investment advisory services. Prior to joining the firm, she was a Portfolio Manager for a family office where she was responsible for asset allocation, selection of asset managers and performance monitoring. Ms. Khan is an active member of the CFA Institute, and CFA Society of Dallas-Fort Worth. She received a Bachelor of Science degree in finance from Gulf University for Science & Technology and graduated with a GPA of 4.0.

Job Titles:

• Brownlie & Braden Advisors' Personnel and Special Projects Coordinator
• Personnel & Special Projects Coordinator

With experience in project management, analytics and business operations, Carter is Brownlie & Braden Advisors' Personnel and Special Projects Coordinator. As a detail-oriented and results-driven professional, he has a background in providing business analysis to solve problems and achieve results using innovative solutions. Prior to joining the team in 2019, Carter served as a Business Analysis and Planning Manager. Carter graduated from The University of Mississippi with a bachelor's degree in business administration and minors in entrepreneurship and managerial finance.

Job Titles:

• Chief Investment Officer
• Member of the Senior Management Team

Mr. Garnett joined Brownlie & Braden Advisors in May 2019 to serve as Chief Investment Officer. Mr. Garnett has over 33 years of private and public market investment experience, primarily with two preeminent family offices, pursuing highly opportunistic, unconstrained global investment mandates. Most recently from 2010 through 2018, Mr. Garnett served as the Chief Investment Officer for Stacy Schusterman at Schusterman Family Interests (SFI). Mr. Garnett led the investment sourcing, execution and management of the Schusterman Family's investment entities and foundations. On behalf of SFI, Mr. Garnett structured investments in funds, co-investments and direct investments diversified across asset classes including private buyouts, venture capital, private growth equity, private credit, distressed credit, private real assets, hedge funds and public equity. Mr. Garnett previously spent 19 years with the Bass Family from 1991 until 2010, including 15 years with Lee M. Bass Inc. pursuing opportunistic principal investing across a wide variety of asset classes. Mr. Garnett also spent 4 years in the Bass internal hedge fund and Airlie L.P. focused on stressed and distressed private and public investment opportunities in the debt and equity arenas. Prior to Bass, Mr. Garnett worked in portfolio management from 1987 to 1991 at Columbia Savings, a lead high yield debt investor at that time in the Drexel/Milken network. Additionally, before graduate school, Mr. Garnett began his career with two years at Arthur Andersen as a CPA working in both Audit and Consulting. Mr. Garnett has served in the past as a board member for numerous private investments in addition to service on several leading investment fund advisory boards. Mr. Garnett also previously served on the All Saints Episcopal School Board of Trustees, including as Chairman of the Endowment Investment committee and is now a member of the President's Council. Mr. Garnett earned an MBA from The Wharton School, University of Pennsylvania, and a BBA in Accounting from the University of Texas at Austin.

Job Titles:

• Member of the Senior Management Team
• President
• Certified Public Accountant and Personal Financial Specialist

Mr. Braden, a Certified Public Accountant and Personal Financial Specialist, has spent most of his career working with privately owned companies and high net worth families. In addition to being President of Brownlie & Braden Advisors, LLC (the "Firm"), he is a co-founder of the Firm's predecessor, Brownlie & Braden, LLC which was founded in 1997. The Firm became part of the Focus Financial Partners, LLC ("Focus") partnership in July 2017. As such, the Firm is a wholly-owned subsidiary of Focus Operating, LLC ("Focus Operating"), which is a wholly-owned subsidiary of Focus. Focus also owns other registered investment advisers, broker-dealers, pension consultants, insurance firms, and other financial service firms. Mr. Braden's previous experience includes working with the accounting firm of Peat Marwick (now KPMG), as well as privately-held Lincoln Property Company, a national real estate developer based in Dallas. His expertise includes the areas of gift and estate taxation, business succession planning, income tax planning, investment and insurance due diligence, charitable planning and related issues confronted by the wealthy family. Mr. Braden is an active private equity investor and currently serves on the board of managers of Terrace Energy, LLC, is past chairman of the board of directors of Graco Holdings, Inc. and previously served as a member of the board of directors of Waste Partners Environmental, Inc. Additionally, Mr. Braden manages the general partner of BKB Capital, Ltd., a private investment vehicle. Mr. Braden is active in various civic and charitable organizations. He is immediate past president of the board of trustees of the Clayton Dabney Legacy Fund. He previously chaired the board of directors of the Clayton Dabney Foundation for Kids with Cancer, and continues to serve on its advisory board. He is also a previous member of the board of directors and treasurer of Literacy Instruction for Texas (LIFT). He is an active member of Park Cities Baptist Church, where he has chaired and served on various committees and is a member of the Fellowship of Deacons. Mr. Braden currently serves on the Advisory Council of the Dallas Foundation. He is a member of the Dallas Estate Planning Council and the Fort Worth Business & Estate Council as well as the American Institute of Certified Public Accountants (AICPA), the Texas Society of Certified Public Accountants (TSCPA) and the North Texas Chapter of the Partnership for Philanthropic Planning. Mr. Braden is a magna cum laude graduate of Baylor University where he received a Bachelor of Business Administration degree in accounting and was the recipient of the Tenneco Accounting Scholarship.

Job Titles:

• Senior Financial Analyst

Mr. Allen serves as a Senior Financial Analyst for the firm and is a Certified Public Accountant licensed in the state of Texas. Prior to joining the firm, he worked for Ernst & Young LLP where he specialized in individual and partnership taxation for Energy and Wealth Management clients. Mr. Allen graduated from Abilene Christian University with a Bachelor of Business Administration in Accounting and a Master of Accountancy.

Job Titles:

• Executive Assistant
• Executive Assistant to Smith a. Brownlie III

As an experienced Executive Assistant to C-level executives, Karen serves as the Executive Assistant to Smith A. Brownlie III, Chief Executive Officer and Founder of Brownlie & Braden Advisors. With nearly 15 years of experience, Karen navigates scheduling and organizing meetings, as well as maintains a variety of databases and additional administrative aspects of the office. Karen joined Brownlie & Braden Advisors in 2020. She holds an associate's degree in business administration from Tompkins Cortland College.

Job Titles:

• Financial Analyst
• Member of the American Institute of Certified Public Accountants

Mr. Goodman is a Financial Analyst with the firm and is a Certified Public Accountant licensed in the state of Texas. Prior to joining the firm, Mr. Goodman was an auditor for KPMG LLP with a concentration in the asset management industry. Mr. Goodman graduated magna cum laude from Texas Christian University with a Bachelor of Business Administration and Master of Accountancy. Mr. Goodman is a member of the American Institute of Certified Public Accountants (AICPA) and the Texas Society of Certified Public Accountants (TSCPA).

Job Titles:

• Senior Manager
• Member of the American Institute of Certified Public Accountants
• Senior Manager of Financial Planning and Analysis

Ms. Keiser is a Senior Manager of Financial Planning and Analysis with the firm and is a Certified Public Accountant licensed in the state of Texas. Prior to joining the firm, she was an auditor for KPMG LLP with concentrations in the Retail and Consumer Markets industries. She graduated from The University of Oklahoma with a Bachelor of Business Administration and Master of Accountancy. Ms. Keiser is a member of the American Institute of Certified Public Accountants (AICPA) and the Texas Society of Certified Public Accountants (TSCPA).

Job Titles:

• Director

Mr. Childress serves as a Director of the firm and has spent the majority of his career in private equity and leveraged finance both operating and investing in founder-led and family-owned businesses experiencing transformational change and rapid growth. Prior to joining the firm, he was a Director with the technology investment arm of a multi-strategy private equity firm focused on control investments in companies primarily in the hospitality technology, healthcare software and healthcare IT industries. Prior to that, Mr. Childress was a Senior Associate with Cotton Creek Capital, an operations focused middle market private equity firm, where he evaluated new investment opportunities and provided post-closing portfolio management. Prior to Cotton Creek, he was an Assistant Vice President at Madison Capital Funding, a leveraged finance firm providing senior debt and minority equity investments to middle market private equity firms. Mr. Childress began his career at Comerica Bank as a commercial lending officer. Mr. Childress earned an MBA from the McCombs School of Business at the University of Texas at Austin and a BA in Finance from Michigan State University.

Job Titles:

• CEO
• Member of the Senior Management Team

Mr. Brownlie, a Certified Public Accountant and Personal Financial Specialist, has spent over twenty five years working with closely held companies and high net worth individuals. In addition to being Chief Executive Officer of Brownlie & Braden Advisors, LLC (the "Firm"), he is a co-founder of the Firm's predecessor, Brownlie & Braden, LLC, which was founded in 1997. The Firm became part of the Focus Financial Partners, LLC ("Focus") partnership in July 2017. As such, the Firm is a wholly-owned subsidiary of Focus Operating, LLC ("Focus Operating"), which is a wholly-owned subsidiary of Focus. Focus also owns other registered investment advisers, broker-dealers, pension consultants, insurance firms, and other financial service firms. Mr. Brownlie's previous experience includes work with the accounting firm of Peat Marwick (now KPMG) addressing the needs of privately-held companies in the firm's Private Business Advisory Services section. He has provided his clients with planning and consulting services in which he has addressed various tax and financial issues including estate planning, business continuity planning, income tax planning, investment and insurance due diligence, and non-qualified deferred compensation design. Mr. Brownlie has been active in private equity investing over the last fifteen years. Mr. Brownlie was past chairman of the board of directors of Chain Electric Company and Waste Partners Environmental, Inc. He also currently serves on the board of managers of Terrace Energy, LLC, and previously served on the board of directors of Knight Waste Services, Ltd., Oncore Onsite Services, LLC, Coal City Cob and Royal Baths Manufacturing Company. Mr. Brownlie is a member of the American Institute of Certified Public Accountants (AICPA), and a member of the Personal Financial Planning and Tax Sections of the AICPA. He is also a member of the Texas Society of Certified Public Accountants (TSCPA) and has been a speaker for the TSCPA's continuing education programs. He is past chairman of the board of directors and current member of the Fort Worth Business & Estate Council, UT Southwestern Medical Center Estate Planning Council, the Dallas Estate Planning Council, and the North Texas Chapter of the National Committee on Planned Giving. He has also served on the Estate Planning and Planned Giving Advisory Boards for Baylor University. He was an Anderson Clayton Fund Scholarship recipient and received his Bachelor of Business Administration degree from Baylor University. Mr. Brownlie is a supporter of several children's charities, is a member of The Fort Worth Stock Show Syndicate and is a professional advisor and board member of the Community Foundation of North Texas. Mr. Brownlie has served on the board of directors of the Arlington Independent School District's Education Foundation, the board of directors of the Community Enrichment Center, the Welcome House Youth Service Center Advisory Council in Arlington, and the Boys & Girls Clubs of Arlington, and the board of trustees of Trinity Valley School in Fort Worth, chairing the school's endowment committee from 2002-2011.

Job Titles:

• Senior Financial Analyst
• Member of the American Institute of Certified Public Accountants

Ms. Dodd is a Senior Financial Analyst with the firm and is a Certified Public Accountant licensed in the state of Texas. Prior to joining the firm, Ms. Dodd was an auditor for KPMG LLP with a concentration in the asset management industry. Ms. Dodd graduated magna cum laude from Texas A&M University with a Bachelor of Business Administration in Accounting and Master of Science in Management. During her time at A&M, she was an active member of the Business Honors program and Aggie Leaders of Tomorrow. Ms. Dodd is a member of the American Institute of Certified Public Accountants (AICPA) and the Texas Society of Certified Public Accountants (TSCPA).