David B. Kennedy, JD Vice President – Administration

Dave has 29 years of legal, trust and financial services experience. Prior to joining Northwestern Mutual in 2004, Dave practiced law for Michael, Best & Friedrich LLP and served as a managing director for a private investment advisory firm. He is currently vice president – administration and treasurer for the Northwestern Mutual Wealth Management Company Board of Directors. Dave holds a bachelor’s degree and master’s degree in political science from Marquette University and a law degree from the University of Wisconsin – Madison.

Mark Mitchell, JD Vice President – Business Development

Mark has 29 years of trust and wealth management industry experience. Prior to joining Northwestern Mutual Wealth Management Company, Mark worked for several trust institutions, including Seafirst and Old Kent Bank. He is also the former president and CEO of Old National Bank Trust Company and former CEO of Merrill Lynch Trust Company of Michigan. Mark holds a bachelor’s degree from the University of Utah and a law degree from Seattle University.

Ellen Hopper Chief Operations Officer

Ellen has 28 years of insurance and financial services experience. Before joining Northwestern Mutual Wealth Management Company, Ellen held positions in the Northwestern Mutual compliance department, including assistant director, human resources coordinator and market conduct manger. Prior to joining Northwestern Mutual in 2004, she was operations director – private client services at Strong Capital Management. Ellen holds a bachelor’s degree in business management from Alverno College.

Daniel Finn, JD, CLU Director – Trust Services

Dan has 21 years of legal and financial services experience, including 16 years with Northwestern Mutual’s advanced planning team. Prior to joining Northwestern Mutual Wealth Management Company, Dan was a director in advanced planning, where he oversaw all publications in the company’s advanced planning library, a legal research website, and cultivated an expertise in multiple business and estate planning areas. Dan holds a bachelor’s degree in economics and international relations from the University of Wisconsin – Milwaukee and a law degree from the University of Wisconsin – Madison.

Brian C. Miller, FLMI Assistant Director – Trust and Private Client Services Administration

Brian has 27 years of financial services and insurance operations management experience. A Northwestern Mutual employee since 1988, he dedicated time to the company’s corporate planning and insurance operations areas before joining Northwestern Mutual Wealth Management Company in 2011. Brian holds a bachelor’s degree from the University of Wisconsin and an MBA from the Keller Graduate School of Management. He pursued post-graduate studies in strategic planning at the University of Chicago and completed ABA National and Graduate Trust Schools.

Derek Petersen Assistant Director – Third Party Relationships

Derek has 17 years of financial services experience. Prior to joining Northwestern Mutual Wealth Management Company, Derek was assistant director of managed investments compliance at Northwestern Mutual, where he administered compliance programs for Northwestern Mutual-affiliated institutional investment advisors. He’s previously held compliance roles at Mason Street Advisors and financial services roles at UMB Fund Services, Inc. Derek holds a bachelor’s degree from the University of Wisconsin – Madison and an MBA from Concordia University.

720 East Wisconsin Avenue, Milwaukee, WI 53202-4797 | 414 271 1444 | northwesternmutual.com

TRUST & PRIVATE CLIENT SERVICES ADMINISTRATION AND OPERATIONS TEAMSNORTHWESTERN MUTUAL WEALTH MANAGEMENT COMPANY®

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Shawn Bolender, JD, CFP® Senior Trust Administrator

Shawn has more than 25 years of trust administration experience. Prior to joining Northwestern Mutual Wealth Management Company, Shawn worked with complex estate plans and high-net-worth individuals in multiple trust departments, including Bank One, Firstar, American Express and, most recently, The First National Bank in Sioux Falls. He received his law degree from Marquette University.

Rita E. Buchholz Senior Trust Administrator

Rita has 24 years of trust experience, which includes specialization in Rabbi and special needs trusts, guardianships, estate settlement, and funded trusts including Irrevocable Life Insurance Trusts (ILITS). Prior to joining Northwestern Mutual Wealth Management Company, Rita worked for Firstar Bank (now US Bank) as a trust and investment officer. Rita holds a bachelor’s degree in business management and communication and is a Certified Trust and Financial Advisor.

Sarah Coleman Trust Administrator

Sarah has 15 years of financial services experience. Prior to joining Northwestern Mutual Wealth Management Company, Sarah was with BMO Private Bank (formerly M&I Wealth Management) for 10 years, most recently as a trust administrator. Sarah also has trust operations experience, specifically in Securities Movement and Control (SMAC). She holds a bachelor’s degree and an MBA with an emphasis on finance from the University of Wisconsin – Milwaukee. Sarah also attended the Cannon Financial Institution Trust School and has the Certified Trust and Financial Advisor (CTFA) designation.

Victoria D’Amato Trust Support Consultant

Victoria has five years of trust and financial services experience. Prior to joining Northwestern Mutual Wealth Management Company, Victoria worked as a trust and estate services associate for BMO Private Bank, where she provided account administration and client account relationship servicing. Victoria holds a bachelor’s degree from Marquette University and has also completed trust training at the Cannon Financial Institute.

Kristi Westcott Senior ILIT Trust Administrator

Kristi has 22 years of dedicated trust experience, including 11 years specializing in irrevocable life insurance trusts. Prior to joining Northwestern Mutual Wealth Management Company, Kristi was a second vice president at Northern Trust Bank of California in San Francisco, where she managed a large and complex account base. Kristi also served as an assistant vice president of business development at Bank of America in San Francisco, where she provided trust and investment services. Kristi holds a bachelor’s degree from the University of Wisconsin – Madison and a graduate paralegal degree from Roosevelt University.

Richard Worcester Senior Trust Administrator

Richard has more than 25 years of trust and tax planning experience. Before joining Northwestern Mutual Wealth Management Company, Richard held positions as a trust administrator and wealth management advisor at organizations such as Marshall & Ilsley Trust Company, Bank One Investment Management Company and 1st Source Bank in Indiana. Most recently, he was the director of planned giving at Froedtert Hospital and Medical College of Wisconsin. Richard is a certified public accountant (CPA) and earned a bachelor’s degree in business administration with a concentration in accounting.

TRUST & PRIVATE CLIENT SERVICES ADMINISTRATION AND OPERATIONS TEAMS

TRUST ADMINISTRATION

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Richard R. Comp II Account Administrator

Rich has 20 years of trust and investment account experience. Prior to joining Northwestern Mutual and Northwestern Mutual Wealth Management Company, Rich worked at Firstar Bank (now US Bank). While there, he worked in trust operations, including securities and dividend processing, securities lending and institutional custody. Rich holds a bachelor’s degree in business administration with a finance emphasis from Carroll University.

Zach Mueller Account Consultant

Zach has 17 years of financial services experience. Prior to joining Northwestern Mutual Wealth Management Company, Zach worked at Strong Capital Management in the advisory department and at Robert Haack Insurance. As account consultant, Zach supports the opening and maintenance of Northwestern Mutual Wealth Management Company private client services accounts.

Molly Noyola Account Administrator

Molly has nine years of financial industry experience. Prior to joining Northwestern Mutual Wealth Management Company, Molly worked in the development office of Marquette University as a project and program manager with a focus on planned giving. Prior to Marquette, she worked for Northwestern Mutual’s Tolan Schueller & Associates supporting clients and providing case management. Molly holds a bachelor’s degree from the University of Wisconsin – Milwaukee.

TRUST & PRIVATE CLIENT SERVICES ADMINISTRATION AND OPERATIONS TEAMS

PRIVATE CLIENT SERVICES ADMINISTRATION

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Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM), Milwaukee, WI (life and disability insurance, annuities) and its subsidiaries. Northwestern Mutual Wealth Management Company® (NMWMC), Milwaukee, WI, (investment management, trust services, and fee-based financial planning) subsidiary of NM, limited purpose federal savings bank. Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame logo), which it awards to individuals who successfully complete initial and ongoing certification requirements.

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Kimberly Luebke Associate Account Administrator

Kimberly has 17 years of financial services experience. Prior to joining Northwestern Mutual Wealth Management Company, Kimberly worked as Trust and Estate Services Associate at BMO Private Bank where she was responsible for communicating with clients, opening accounts and supporting their trust and private client services business. She also worked at M&I Trust Company in a similar role supporting high net worth clients.

Jeffry Danowski Financial Operations Senior Specialist

Jeff has more than 30 years of financial industry experience. Prior to joining Northwestern Mutual Wealth Management Company in 2011, Jeff worked at Eaton Corporation as controller of its research and development division. He holds a bachelor’s degree in accounting from the University of Wisconsin-Milwaukee.

Drake McSherry Account Service Representative

Drake has 16 years of financial services experience. He has been with Northwestern Mutual since 2010 and worked in annuity services and new business before joining Northwestern Mutual Wealth Management Company. Prior to Northwestern Mutual, Drake worked for JPMorgan Chase as a senior service representative supporting large corporate clients. Drake holds an associate degree in business management from Milwaukee Area Technical College.

Erika Sardina Associate Account Administrator

Erika has 26 years of financial industry experience. Prior to joining Northwestern Mutual Wealth Management Company, Erika held various administration and operational roles with Provident Trust Company and Firstar Bank (now US Bank). She holds a bachelor’s degree from Concordia University and has attended the Canon Trust schools.

Michele Zink Operations Consultant

Michele has 34 years of trust industry experience spanning operations, investments and administration. Prior to joining Northwestern Mutual’s trust business in 2000, Michele was a trust officer for Firstar Bank (now US Bank), where she was responsible for managing and administrating personal trust accounts. She holds a bachelor’s degree from the University of Wisconsin – Milwaukee.

TRUST & PRIVATE CLIENT SERVICES OPERATIONS