Board Election 2023 Invest in Others Board Election Please select whether or not you would like to re-elect each candidate, or you may choose to abstain. To learn more about each individual, click their name to read their professional bio.All votes will be kept confidential. Please provide your full name so we can track voting participation. Board Candidate Re-Election Stacy Bernstein, American Century Investments Marketing Committee Elected: December 2020 Re-ElectDo not Re-ElectAbstain Comments Greg Cornick, Advisor Group Development Committee Elected: December 2020 Re-ElectDo not Re-ElectAbstain Comments Michael Keenan, MFS Fund Distributors Development Committee Elected: June 2020 Re-ElectDo not Re-ElectAbstain Comments Aaron Klein, Riskalyze Marketing Committee Elected: November 2018 Re-ElectDo not Re-ElectAbstain Comments Trap Kloman, Commonwealth Financial Executive CommitteeFinance & Audit Committee Elected: October 2016 Re-ElectDo not Re-ElectAbstain Comments John Pavese, New York Life Investment Management Development Committee Elected: May 2016 Re-ElectDo not Re-ElectAbstain Comments Meghan Peachey, Natixis Investment Managers Development, Governance Committees Elected: June 2016 Re-ElectDo not Re-ElectAbstain Comments Paul Santucci, Merrill Finance & Audit Committee Elected: September 2018 Re-ElectDo not Re-ElectAbstain Comments Cathy Saunders, Putnam Investments Programs & Events Committee Elected: June 2020 Re-ElectDo not Re-ElectAbstain Comments Jeff Vivacqua, Cambridge Investment Research Programs & Events Committee Elected: October 2016 Re-ElectDo not Re-ElectAbstain Comments Corey Walther, Allianz Life Financial Services Development Committee Elected: December 2020 Re-ElectDo not Re-ElectAbstain Comments Angela Xavier, LPL Financial Programs & Events Committee Elected: May 2020 Re-ElectDo not Re-ElectAbstain Comments Officer Election Please vote for the following candidates for election as officers of the Foundation. *PRESIDENT: Barkley Payne, Invest in OthersCurrent Executive Director ElectDo not electAbstain Comments *CLERK: Brain Hamburger, MarketCounsel Finance & Audit Committee Executive Committee Elected: December 2019 ElectDo not electAbstain Comments