APPROVED FOR CLIENT USE.

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Steve Hamilton, J.D., CLU, ChFC

Director, Advanced Consulting Group Nationwide

Email: hamils25@nationwide.com Direct: 614.249.0935

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.

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Nationwide, the Nationwide N and Eagle, Nationwide is on your side and Nationwide Financial Network are service marks of Nationwide Mutual Insurance Company. © 2015 Nationwide NFM-14730AO (10/15)

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.

Biography

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.

Stephen L. Deschenes

Management Team

Joseph Halpern

Founder, CEO

TwitterLinked Injoseph.halpern@exceedinvestments.com

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 2010. 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.

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.

EXECUTIVE BIOGRAPHY

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.

Christopher G. Huemmer, CFASenior Vice President, Senior Investment Strategist Northern Trust Asset Management

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 www.flexshares.com. 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.

Biography

Bradford T. Rutan, CFAManaging 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 2006. He previously served as a senior investment product analyst and as an

investment product specialist covering growth equities, before assuming his current duties in 2018.

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).

MFSE-RUTAN-FLY-4/18 EX

The views expressed are those of the author(s) and are subject to change at any time. These views are for informational purposes only and should not be relied upon as a recommendation to purchase any security or as a solicitation or investment advice from the Advisor.

Unless otherwise indicated, logos and product and service names are trademarks of MFS® and its affiliates and may be registered in certain countries.

Issued in the United States by MFS Institutional Advisors, Inc. (“MFSI”) and MFS Investment Management. Issued in Canada by MFS Investment Management Canada Limited. No securities commission or similar regulatory authority in Canada has reviewed this communication. Issued in the United Kingdom by MFS International (U.K.) Limited (“MIL UK”), a private limited company registered in England and Wales with the company number 03062718, and authorized and regulated in the conduct of investment business by the U.K. Financial Conduct Authority. MIL UK, an indirect subsidiary of MFS, has its registered office at One Carter Lane, London, EC4V 5ER UK and provides products and investment services to institutional investors globally. This material shall not be circulated or distributed to any person other than to professional investors (as permitted by local regulations) and should not be relied upon or distributed to persons where such reliance or distribution would be contrary to local regulation. Issued in Hong Kong by MFS International (Hong Kong) Limited (“MIL HK”), a private limited company licensed and regulated by the Hong Kong Securities and Futures Commission (the “SFC”). MIL HK is a wholly-owned, indirect subsidiary of Massachusetts Financial Services Company, a U.S.-based investment advisor and fund sponsor registered with the U.S. Securities and Exchange Commission. MIL HK is approved to engage in dealing in securities and asset management-regulated activities and may provide certain investment services to “professional investors” as defined in the Securities and Futures Ordinance (“SFO”). Issued in Singapore by MFS International Singapore Pte. Ltd., a private limited company registered in Singapore with the company number 201228809M, and further licensed and regulated by the Monetary Authority of Singapore. Issued in Latin America by MFS International Ltd. For investors in Australia: MFSI and MIL UK are exempt from the requirement to hold an Australian financial services license under the Corporations Act 2001 in respect of the financial services they provide to Australian wholesale investors. MFS International Australia Pty Ltd (“MFS Australia”) holds an Australian financial services license number 485343. In Australia and New Zealand: MFSI is regulated by the SEC under U.S. laws and MIL UK is regulated by the U.K. Financial Conduct Authority under U.K. laws, which differ from Australian and New Zealand laws. MFS Australia is regulated by the Australian Securities and Investments Commission.