Steve Hamilton, J.D., CLU, ChFC Director, Advanced Consulting Group Nationwide

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1 Steve Hamilton, J.D., CLU, ChFC Director, Advanced Consulting Group Nationwide Direct: Steve has over 30 years of experience in the financial services industry. He has worked for two trust companies and held various positions in the insurance industry including: multi-line agent, Director of Advanced Markets, and Senior Counsel for Compliance. His areas of specialty include estate planning, business succession, and IRA/annuity distribution options. Steve believes that the most important element in the financial planning process is starting with what the client wants and understanding their unique situation. APPROVED FOR CLIENT USE. 1

2 Nationwide, the Nationwide N and Eagle, Nationwide is on your side and Nationwide Financial Network are service marks of Nationwide Mutual Insurance Company Nationwide NFM-14730AO (10/15) APPROVED FOR CLIENT USE. 2

3 Mike Fox, Founder, The Mullingar Group For 32 years Mike Fox has helped marketing organizations develop message strategies that lead to effective communications in advertising, PR, direct mail and online. As an advertising agency executive, Mike has helped Fortune 500 companies like Nabisco (now Mondelez), Hanes and VF Corp. translate consumer research into insights and understand how consumers process messages, both resulting in persuasive communications. Mike has deep experience in the financial services category, including clients like Wachovia (now Wells Fargo), Thornburg Investment Management, The Clearing House, CUNA Mutual, and insurance companies. Now working as an independent message strategist, his other specialty areas include healthcare, home goods, higher education, and CPG food brands. Outside of his message strategy work, Mike has been an adjunct professor teaching an MBA-level marketing communication class at Wake Forest University for 18 years. And he occasionally acts as an expert witness in advertising-related lawsuits. In addition to golf and travel, for fun Mike is a long-time member of the Krewe of Endymion, a New Orleans social club that puts on the largest parade at Mardi Gras. Mike and his wife Sara live in North Carolina.

4 Biography Stephen L. Deschenes Stephen L. Deschenes is a research and development director at American Funds, part of Capital Group. He has 25 years of investment industry experience and has been with Capital Group for six years. Earlier in his career at Capital, he was a client analytics director, a senior product development manager in investment services and a senior business manager of defined contribution. Prior to joining Capital, he was the general manager for the retirement income solutions division at Sun Life Financial. Before that, he was chief marketing officer for retirement income at MassMutual Financial Group, and product development and marketing lead for defined contribution at Fidelity Investments. Additionally, Steve is a founder of the online financial advice site mpower (now part of Morningstar), which pioneered investment advice in 401(k) plan administration. He holds a bachelor s degree in psychology and social relations from Harvard University graduating magna cum laude. Steve is based in Los Angeles.

5 Management Team Joseph Halpern Founder, CEO TwitterLinked As CEO of Exceed Investments, LLC, Mr. Halpern is responsible for setting and managing the overall direction of the firm. Mr. Halpern founded Exceed in 2013 to offer structured investments with a level of standardization and efficiency unavailable in the market today. Over a 20 year financial career, Mr. Halpern has structured, priced and traded billions of dollars in structured products, exotic derivatives and listed vanilla options in addition to managing trading groups, supervising risk management and participating in executive-level strategic initiatives. Prior to founding Exceed Investments, Mr. Halpern was a director at Lamco, the asset management division of Lehman Brothers Holdings Inc. where he headed the exotic derivatives commodities book, was chief negotiator on a number of global bank settlements and was a lead member of a task force on structured products. Prior to joining Lamco, Mr. Halpern was Director on the Equity Derivatives Trading desk of ING Financial Markets, a global financial institution, where he worked from 2007 to As a Director, Mr. Halpern was responsible for structuring, pricing and trading an array of exotic derivatives for the global sales force. Prior to joining ING, Mr. Halpern was SVP of Strategy and Risk for Kellogg Capital Group s derivatives division. From 2002 to 2006, Mr. Halpern was a partner at Halpern Capital, a boutique investment bank focusing on investment banking and trading services in addition to providing independent research to institutional clients. From 1996 to 2002, Mr. Halpern was at Letco Specialists, since acquired by TD Securities, where he began his career as a derivatives trader. Mr. Halpern became the youngest partner at Letco Specialists. He was responsible for the IT build out for the east coast operations in addition to managing a trading division and a proprietary portfolio while acting as the primary market maker on the American Stock Exchange in a number of highly volatile, active derivative listings. Mr. Halpern lives in New York City with his wife and three children.

6 Jay Mooreland, MS, CFP Biography: Jay Mooreland, MS, CFP is a behavioral economist and owner of The Emotional Investor. Jay earned a Master s degree in Applied Economics from the University of Minnesota. He is author of the academic study The Irrational Investor s Risk Profile in which he demonstrated why investors often say one thing and do another. He has had articles published in the Journal of Financial Planning and Investments and Wealth Monitor on the topic of behavioral biases, and is author of the Amazon best-selling book, The Emotional investor. Jay is a frequent presenter at financial conferences, and earns high marks for his interactive style, and teaching specific applications of behavioral finance principles. He has created several behavioral tools to help advisers understand how their clients think and feel about money, and provide specific ways advisers can influence clients to make more deliberate, thoughtful decisions.

7 EXECUTIVE BIOGRAPHY Christopher G. Huemmer, CFA Senior Vice President, Senior Investment Strategist Northern Trust Asset Management SUBJECT MATTER EXPERTISE: EQUITY FACTOR INVESTING ETF INNOVATION PRODUCT DESIGN DIVIDEND INVESTING GLOBAL INFRASTRUCTURE INVESTING BIOGRAPHY Christopher Huemmer is Senior Vice President and Senior Investment Strategist for FlexShares Exchange Traded Funds (ETFs). He is responsible for equity strategy and provides equity product development, investment strategy and related ETF product expertise to the team. Christopher serves as the catalyst and conduit for turning Northern Trust Asset Management s investment thought leadership into successful ETF products. He levers the firm s portfolio management and construction skill sets and engages with client-facing partners to identify and develop innovative ETF investment strategies. Prior to being named Senior Investment Strategist for ETFs, Christopher worked at Zacks Investment Research for 12 years, where he served as Director of Index Services, focusing on quantitative index strategies to be replicated in ETFs as well as other structured products. Christopher received a BS degree from Cornell University and is a CFA charterholder. He is a member of the CFA Society of Chicago and the CFA Institute. Before investing, carefully consider the FlexShares investment objectives, risks, charges and expenses. This and other information is in the prospectus, a copy of which may be obtained by visiting Read the prospectus carefully before you invest. Investing involves risk, including possible loss of principal. For financial professional use only. Not for public distribution. FlexShares ETFs are distributed by Foreside Fund Services, LLC.

8 Biography Bradford T. Rutan, CFA Managing Director, Investment Product Specialist Bradford T. Rutan, CFA, is an investment product specialist and managing director leading the retail fixed income product effort on a global basis at MFS Investment Management (MFS ). He works closely with the portfolio management teams and is responsible for communicating investment philosophy, process and the positioning of MFS fixed income investment strategies, as well as communicating investment perspective to financial advisors, institutional clients and MFS sales force and relationship managers. Brad joined MFS in He previously served as a senior investment product analyst and as an investment product specialist covering growth equities, before assuming his current duties in He began his career in the financial services industry in 2004 at Putnam Investments. Brad earned a bachelor s degree from the University of Virginia. He holds the Chartered Financial Analyst (CFA) designation from the CFA Institute and is a member of the Boston Security Analysts Society. He also holds Series 6, 7 and 63 licenses from the Financial Industry Regulatory Authority (FINRA). Unless otherwise indicated, logos and product and service names are trademarks of MFS and its affiliates and may be registered in certain countries. MFSE-RUTAN-FLY-4/18 EX