Vision: IRI Annual Meeting FInal Attendee List

First Name Last Name Title Organization Rodney Allain Senior Vice President, Director Nat'l Sales Tina Ambrozy Vice President, Relationship Strategies Nationwide Financial Richard Aneser SVP‐LFGD CMO Lincoln Financial Group Patrick Arey Director Instutional Sales, Newfleet Virtus Investment Partners, Inc. Eric Arnold Partner Sutherland Asbill & Brennan LLP William Atherton Business Consultant, Income Planning CANNEX Financial Exchanges Pamela Aurbach SVP Institutional Sales, US Eastspring Investments Bob Bachman Executive Vice President Fidelity Investments Gary Baker President, U.S. Division CANNEX Financial Exchanges Rachel Barrow Director, Marketing Guardian & Annuity Co. Ryan Bartlett VP Relationship Manager Asset Management Maliz Beams CEO, Retirement Solutions Voya Financial Andrew Beiger Vice President Jennison Associates Abiy Bekele Publisher SmartBrief Jose Benitez President Universal Company William Benjamin Chief Executive Officer U.S. Bancorp Lisa Bennett Vice President, Global Communications Prudential Financial Laura Bentzien Account Manager Pacific Company (PIMCO) Christopher Bergeon Vice President Great‐West Life and Annuity Insurance Company Bobby Biden Lead Marketing Manager T. Rowe Price Group, Inc. Yogini Biswas AVP, Annuity Marketing MetLife David Blanchett Head of Investment Research Morningstar, Inc. Andrew Blumberg Group Director, Analytic Reporting DTCC (The Depository Trust & Clearing Corporation) David Bone Senior Competitive Intelligence Analyst Guardian Insurance & Annuity Co. Melissa Bottolfson Sales Supervision and Operations Manager Life Insurance Company Jeff Brauner Director of Business Development se2 Adam Bryan Managing Director DTCC (The Depository Trust & Clearing Corporation) Melissa Buccilli Key Accounts Manager Schroder Investment Management Robert Buckingham Vice President Product Executive‐Annuities CUNA Mutual Group Michael Cain Director Broadridge Financial Solutions Inc. Tom Callahan Capital Group Companies Mark Caner President Western & Southern Financial Group Mitchell Caplan Chief Executive Officer Jefferson National Christopher Carey Vice President, Head of Strategic Accounts ‐ Wirehouse AIG Financial Distributors John Carter President & COO, Nationwide Retirement Plans Nationwide Financial John Cassano Director, Index Sales Nasdaq Omx Julie Casserly LPL Financial John Cheney Sales Executive Vertafore Valentina Chtchedrine Executive Director, Digital Strategy Morgan Stanley Greg Cicotte President Jon Clement National Director, Insurance Sales MFS Investment Management Peter Clements Senior Regional Vice President Columbia Management Distributors, Inc. Patrick Clifford Sr. Vice President ‐ Annuities Incapital LLC Michael Cogswell SVP, Product Manager ‐ Retirement Solutions Pacific Investment Management Company (PIMCO) William Coleman Head of Variable Annuity and Sub Advisory Institutional Services Legg Mason, Inc. Mark Coneeny Head of Relationship Management Putnam Investments

Page 1 Vision: IRI Annual Meeting FInal Attendee List

First Name Last Name Title Organization William Connolly Head of Global Distribution Putnam Investments Kevin Connor Managing Director WealthVest Financial Partners Llewellyn Cook Executive Director, Financial Institutions Group Lincoln Financial Distributors Carlo Cordasco Vice President Nationwide Retirement Insititute Nationwide Financial Mark Cortazzo Senior Partner MACRO Consulting Group Mark Cover Vice President T. Rowe Price Group, Inc. Jamie Cox Managing Partner Harris Financial Group Catherine Crandall Invesco Richard Cresta SVP, Head of Institutional Insurance Sales Fidelity Investments Anne Daly Director, Strategic Relaionship Management MetLife Anna D'Amico Director Pershing LLC Emily Dawe Media Relations Voya Financial Katherine Dease VP, Solution Integrations CIC (Communication Intelligence Corporation) Cheri DeBoer‐Stinson Director, Business Development Cooperative Technologies, Inc. Robert DeChellis President, Allianz Life Insurance Company Jack Delsing Manager ‐ Annuity and Life Internal Sales Desk Securian Edward DeMarino Vice President & Director, Financial Institutions Janus Capital Group Ken DiFrancesca Managing Director of Annuities Incapital LLC Steven Dillman Sr. Vice President BNY Mellon Retirement ‐ Dreyfus Michael Dolaher VP, Account Development, Annuities Genworth Financial Joyce Donadio Vice President, Relationship Management State Street Global Advisors Adam Dooley National Sales Director VOYA Financial Willie Downs Senior Sales Representative RR Donnelley Leonard Driscoll Vice President, Chief Client Officer Broadridge Financial Solutions Inc. Chris Du Bois Vice President, Interactive Strategy & Development Allianz Life Insurance Company Sherri DuMond Senior Vice President Distribution Training Allianz Life Insurance Company Alan Dunaway Senior Vice President F‐Squared Institutional Solutions Bill Duncliffe Director Broadridge Financial Solutions Inc. Scott Dunn Vice President Prudential Financial David Eikenberg Vice President T. Rowe Price Group, Inc. Millicent Eubanks Associate Vice President ‐ Investments Wells Fargo Advisors Michael Eustic Vice President, Subadvisory Business Development OppenheimerFunds, Inc. Michael Falcon Managing Director & Head of Retirement JP Morgan Asset Management Atticus Fallon Executive Director JP Morgan Asset Management Joseph Feloney National Sales Manager Columbia Management Distributors, Inc. Michael Ferraro Vice President AllianceBernstein Jim Ferrell VP, FireLight Product Management Insurance Technologies Bruce Ferris President, Prudential Annuities Distributors, Inc. Prudential Financial Corey Fiedler Senior Director, Product Management Broadridge Financial Solutions Inc. Michele Fisher VP, Sales Operations Forethought Financial Group Wendy Fishler Sr. Strategic Relationship Manager MetLife Mark Foley Vice President, Innovative Simplicity Team, Institutional Income Innovation Group Prudential Financial Lynne Ford Executive Vice President & Head of Distribution Calvert Investments Tracy Fraser Business Development Manager Transamerica / AEGON Will Fuller President Lincoln Financial Group Distribution Lincoln Financial Group Christopher Furman Managing Director Janus Capital Group

Page 2 Vision: IRI Annual Meeting FInal Attendee List

First Name Last Name Title Organization Randall Gabrielson Senior Vice President, Bank Channel Allianz Life Insurance Company Bernard Gacona Sr. Vice President, Director of Annuities Wells Fargo & Company Kerry Geurkink Marketing Director Securian David Giertz President, NFS Distributors, Inc. Nationwide Financial Michael Gilotti Vice President of New Business Development General Re‐New England Asset Management, Inc. Andy Goeller Vice President T. Rowe Price Group, Inc. Christopher Grady EVP & Head of Annuities Athene Annuity Marci Green Managing Director, Head of VA Distribution Goldman Sachs Asset Management Mathew Greenwald President & CEO Greenwald & Associates Nicholas Griparich Director UBS Global Asset Management (Americas) Inc. Alan Grissom Vice President ‐ Insurance Channel S & P Dow Jones Indices Daniel Guilbert EVP, Retirement Division Symetra Financial Kym Gully Chief Technology Officer FIS Software, Inc. John Hagerty Vice President, Content Delivery, Global Investment Markets RR Donnelley Tom Haines Investment Banking UBS Financial Services Inc. Mark Halloran Managing SVP, Head of Retail Business Development Transamerica / AEGON Michael Hanlen Manager Business Developemtn RR Donnelley Craig Harm Senior Vice President ‐ Relationship Manager Fidelity Investments Michael Hart SVP/Managing Director, Insurance Services AllianceBernstein Mike Hashbarger Director of Internal Sales Allianz Life Insurance Company Daniel Hayes Vice President, Funds Management Lincoln Financial Group Christopher Hedges Managing Director MFS Investment Management Jane Henderson Sales Executive Ebix, Inc. Jan Henry Retirement Marketing Manager Wells Fargo & Company Daniel Herr Vice President ‐ Annuity Product Management Lincoln Financial Group Saul Herrera Director of Product Development Ebix, Inc. Daniel Herrick VP, ACCOUNT MANAGEMENT Prudential Financial Michael Herron Sr. Vice President, Account Executive Lincoln Financial Distributors Ted Hobbie Senior Vice President Neuberger Berman Management, Inc. Bryan Hodgens SVP, Director of Sales, Retail Retirement Wells Fargo & Company Timothy Hogan Director Relationship Management New York Life Insurance Company Grady Holt Head of Fund Management Sammons Financial Group Matthew Housel Retirement Marketing Franklin Templeton Investments Lisa Hoyne VP, Marketing, Woodbury Financial Services Advisor Group Stefan Hubrich Head of Asset Allocation Research T. Rowe Price Group, Inc. Jason Hudes Vice President Goldman Sachs Asset Management Benjamin Huneke Managing Director Morgan Stanley Wealth Management Christopher Hunter Senior Vice President Natixis Global Asset Management John Hurley Internal Sales manager Forethought Financial Group Bill Hurley Executive Director Morgan Stanley Investment Management Inc. Diane Jackson SVP, Channel Relationship Management Fidelity Investments Robert Jameison Sr. Vice President, Institutional Ins. Sub Advisory Division Fidelity Investments Bradley Jones National Accounts AQR Capital Management Todd Jones Vice President, National Accounts Federated Investors Todd Jones Vice President, National Accounts Federated Investors Nancy Jordan Sr. VP, Individual Annuities Operations Lincoln Financial Group

Page 3 Vision: IRI Annual Meeting FInal Attendee List

First Name Last Name Title Organization Bill Kavanaugh Senior Vice President Insurance Company Scott Kearney Senior Vice President ‐ Head of Institutional Sales F‐Squared Institutional Solutions Seamus Kelleher Executive Communications Lincoln Financial Group Kevin Kennedy Managing Director ‐ Head of Business Development & 401(k) Distributors John Kennedy Head of Retirement Solutions Distribution Lincoln Financial Distributors Kevin Knull President MoneyGuidePro Katie Koh Analyst AQR Capital Management Steven Krivelow Vice President, Sales, XTRAC Solutions Fidelity Investments Joshua Kutenplon Funds Management Group Guardian Insurance & Annuity Co. Nick Lane Senior Executive Director, Head of US Life and Retirement AXA James Langham Managing Director UBS Financial Services Inc. Jonathan LaRose Relationship Manager, Strategic Distribution Partners MassMutual Financial Group Marcia Larson Senior Manager, Annuity Products CUNA Mutual Group Andrew Laster National Sales Manager Invesco Rich LaVoice Executive Vice President, Retirement Sales Symetra Financial Kevin Lehman Vice President, Business Development VOYA Financial Zahira Lehri Vice President SunTrust Investment Services, Inc. Ken Leibow Director, Operations Genworth Financial William Loehning Executive Vice President, Insurance Relationship Management Fidelity Investments Christie Loftus SVP, Director of Third Party Strategic Accounts OppenheimerFunds, Inc. Gavin Long Product Manager Broadridge Financial Solutions Inc. Bill Lowe President, Sammons Retirement Solutions Sammons Financial Group Paul Lucas Director BlackRock Eddie Lund VP, Business Development Gemini Fund Services, LLC Stefne Lynch Director of Key Accounts MassMutual Financial Group Tim Mader Regional Account Manager InsuranceNewsNet.com Inc. Adhi Mallik Product Associate Pacific Investment Management Company (PIMCO) Jane Mancini SVP, Sector Head State Street Global Markets, LLC Michael Manning Vice President, National Accounts Manager Federated Investors Joe Maringer National Sales Vice President Great American Insurance Group Susan Marino Senior Vice President, National Accounts Van Eck Global Chase Marshall Director, Business Development Corporate Insight, Inc. Gabe Martin Strategic Account Manager Neuberger Berman Management, Inc. Jake Marxen Vice President, Broker Dealer Sales Development Allianz Life Insurance Company Ron Mastrogiovanni CEO HealthView Services Ron Mastrogiovanni, Jr. Director HealthView Services Brian Mastrullo Relationship Manager MFS Investment Management Beth Maziad Vice President Raymond James Insurance Group David Mazza Senior National Account Manager Calvert Investments Michael McClary Chief Investment Officer ValMark Securities, Inc. Susan McClure Manager, Business Development ALPS Advisors Robert McGowan Managing Director UBS Global Asset Management (Americas) Inc. Diahn McHenry Vice President, Operations Jackson National Life Dave Mebius National Accounts Manager Great American Insurance Group Aditya Mehta IT Leader Genworth Financial Michele Melville Senior Vice President, Retail Retirement Wells Fargo & Company

Page 4 Vision: IRI Annual Meeting FInal Attendee List

First Name Last Name Title Organization Phillip Meserve Sales Distribution Voya Financial Matthew Meyer Director Lincoln Financial Group Eric Michaud Director, Relationship Management, Annuity Services New York Life Insurance Company Michael Miller Chief Operating Officer Advisors Excel Steve Miller Sr. Director, Projects and Strategic Planning Allianz Life Insurance Company William Miller Senior Vice President, Leadership Development Waddell & Reed, Inc. Robi Minogue Vice President Goldman Sachs Asset Management Joseph Miskel F‐Squared Institutional Solutions Ann Moore Vice President Chesapeake Financial Strategies, LLC Donald Moore Chartered Financial Consultant Jackson National Life Distributors, LLC Robert Moore President LPL Financial Chris Moran Head of Sub Advisory Schroder Investment Management Merry Mosbacher Principal, Insurance & Annuity Products Department Edward Jones Sharon Mossman SVP of Institutional Sales BNY Mellon Retirement ‐ Dreyfus Thomas Mullen Strategic Marketing Consultant Delaware Life Pam Mullenbach National Sales Manager BlackRock Kerry Murphy Sr. Vice President, National Account Manager Matthew Murphy EVP/ Relationship Strategies Annexus Group JP Murphy Director, Information Technology Nationwide Financial Neal Nakagiri President, CEO, CCO NPB Financial Group LLC Greg Naples Senior Vice President, Financial Advisor The Naples Wealth Management Group Mary Nelson Director Allstate Insurance Company Jason Newmark National Accounts Manager Securian Larry Nicotera Vice President Fidelity Investments Caroline O'Connell Chief Strategy Officer Pershing LLC Jon O'Flynn Senior Manager Business Development Capital Group Companies Sean O'Hara Director Pacer Financial, Inc. Timothy O'Mara Regional Vice President Nationwide Funds Nationwide Financial Thomas O'Neill COO and Head of Financial Institutions Group Lincoln Financial Distributors Amanda Orent Channel Marketing Manager BlackRock Tim Owen VP, Product Management Vertafore Sue Painter AVP ‐ Producer and Client Services Penn Mutual Life Insurance Company Robert Palermo AVP Annuity Sales and Distribution Morgan Stanley John Papadopulos President, Wells Fargo Retirement Wells Fargo & Company Bill Patterson Director, National Accounts iPipeline Dave Paulsen President, Transamerica Distributors Transamerica Capital Management Sarah Pedersen Director of Customer Success, West Hearsay Social Philip Pellegrino Head of Annuities UBS Marc Pester Senior Vice President, Institutional Solutions Prudential Financial Donna Peterson SVP, Strategy Analyst Wells Fargo & Company Robert Pettman Senior Vice President, Advisor & Brokerage Consulting LPL Financial Robert Pettman Senior Vice President, Advisor & Brokerage Consulting LPL Financial Joseph Powell Director MetLife David Pritchard Insurance Product Specialist Waddell & Reed, Inc. Jim Quinn Head of Distributor Services VOYA Financial Scott Ramey Sr. VP, Head of Business Development Transamerica / AEGON

Page 5 Vision: IRI Annual Meeting FInal Attendee List

First Name Last Name Title Organization Ron Ransom Vice President, Business Performance Excellence Nationwide Financial Seamus Ray Vice President T. Rowe Price Group, Inc. Kevin Reardon Regional Sales Manager InvestmentNews Angela Reynolds Retirement Income Sales and Relationship Manager Cetera Financial Group Jim Richards Chief Strategy Officer Annexus Group George Riedel Head, USIS Financial Institutions T. Rowe Price Group, Inc. Bob Rimer Vice President Raymond James Brendan Roach Senior Vice President Neuberger Berman Management, Inc. James Robinson Vice President, SubAdvised Consultant OppenheimerFunds, Inc. Paul Roche Strategic Relationship Manager Putnam Investments Scott Romine President and CEO, National Planning Corp Jackson National Life Noah Rosen Investment Consultant Virtus Investment Partners, Inc. Larry Roth CEO Cetera Financial Group Michael Saliba Managing Director BlackRock Steven Saltzman Managing Principal Saltzman Associates Anthony Salvi Key Accounts Sales Executive Vanguard Group, Inc. Eric Samansky Strategic Communications Lincoln Financial Group Greg Sauer SVP, Advisor Channel Meridian‐IQ Chris Scheimer Director, National Institutions Division Producers Choice Network Melissa Scheuerman Business Development Sammons Financial Group Joel Schiffman Senior Relationship Manager ‐ National Accounts Columbia Management Distributors, Inc. Leonard Schmitt Group Director, Insurance & Retirement Services Relationship Management DTCC (The Depository Trust & Clearing Corporation) Michael Schott Publisher SourceMedia Teri Schultz Vice President, Marketing Protective Life Insurance Company Deborah Seabury Vice President, Sr. Strategic Account Manager AIG Financial Distributors Thomas Seitz Head of Distribution Delaware Life Gregory Shade Associate, FIG Market Intelligence BlackRock Jim Shannon Regional Manager SourceMedia Aaron Shapley Director BlackRock Michelin Sharp Director, Financial Institutions Janus Capital Group Matt Shaw Executive Vice President PIMCO Jamie Shepherdson Sales Distribution VOYA Financial Kim Simco Director, MetLife Annuity Strategic Marketing MetLife William (Carter) Sims Head of Intermediary Distribution Schroder Investment Management Suzanne Siracuse Vice President and Publisher InvestmentNews Tom Spencer Vice President of Business Development se2 Laurie Stack SVP, Insurance Compliance LPL Financial Guy Stanzione SEC Compliance Services Director Merrill Corporation Robert Steinke Sr. Vice President, Head of Annuities and Insurance Janney Montgomery Scott, LLC Jennifer Stoll Product Manager PNC Financial Services Group, Inc. Scott Stolz Sr. Vice President, PCG Investment Products Raymond James Insurance Group Matthew Stone National Account Manager Forethought Financial Group Matthew Straub Senior Business Development Executive HealthView Services Thomas Streiff Senior Managing Director, Head of Retirement Income Product and Distribution Integration TIAA‐CREF Tony Strittholt Vice President, Subadvisory Consultant American Century Investments Les Sutherland National Accounts WealthVest Marketing, Inc.

Page 6 Vision: IRI Annual Meeting FInal Attendee List

First Name Last Name Title Organization Brian Sward Vice President, Variable Annuity Product Management Jackson National Life Distributors, LLC Tom Swock Director, National Accounts iPipeline Joe Terry Chief Supervision Officer Advisor Group James Thompson Head of North America Institutional and Insurance Services Marketing AllianceBernstein Kristie Thompson Principal Edward Jones Pete Thurmond SVP, Sector Head State Street Global Markets, LLC Chad Tope President, ING Annuity and Asset Sales VOYA Financial Mike Treske Executive Vice President, Annuities and Investments AIG Financial Distributors Carrie Turcotte Senior Financial Consultant LPL Financial Dawn Tutje Executive Director Morgan Stanley Investment Management Inc. Jane Upton VP, ForeSight Product Management Insurance Technologies Marshal Urbanz National Accounts Key Account Manager Securian Cindy Vogl Executive Director UBS Global Asset Management (Americas) Inc. Marc Vosen Chief Executive Officer Key Investment Services, LLC Corey Walther Chief Operating Officer, Allianz Financial Services, LLC Allianz Life Insurance Company Stephen Washburn Customer Experience Leader Genworth Financial Walter White President and Chief Executive Officer Allianz Life Insurance Company John White Vice President of Sales, Retirement Solutions Division Pacific Life Insurance Company George Wilbanks Managing Partner Wilbanks Partners LLC Andrew Wilmot Managing Director Allianz Global Investors Greg Wilson Managing Director Goldman Sachs Asset Management Brian Wilson AVP, Product Development Lincoln Financial Group Karen Wimbish Director ‐ Retail Retirement Wells Fargo & Company Elizabeth Wisdom Director of Key Accounts Jefferson National Mark Wombacher Product Specialist Edward Jones Jonathan Young Sales Development Manager American Funds Distributors Dick Zayicek National Sales Manager MassMutual Financial Group Daniel Zelazny Director, Sub‐Advisory & Retirement AQR Capital Management

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