THOMAS NELSON, CFA, CAIA Head of Asset Allocation Portfolio Management Franklin Templeton Investment Solutions Franklin Advisers, Inc. Ft. Lauderdale, Florida, United States Tom Nelson is a senior vice president and head of asset allocation portfolio management for Franklin Templeton Investment Solutions. He is a member of the Investment Strategy & Research Committee. Mr. Nelson is a portfolio manager of a number of funds offered for sale in various jurisdictions. He is a member of the CFA Institute, the New York Society of Security Analysts and the Chartered Alternative Investment Analyst

Ms. Revenaugh has been a co-lead portfolio manager since April 2021. She joined Franklin Templeton in 2019. Prior to joining Franklin Templeton, she was a portfolio strategist and a member of the investment committee with Windward Investment Management.

Mr. Schreiber joined Franklin Templeton in 2024. Prior to joining Franklin Templeton, Mr. Schreiber was a Senior Investment Director for Putnam Investment Management, LLC.

Mr. Goldstein is Co-Chief Investment Officer, Global Asset Allocation (GAA), and a member of Putnam`s Operating Committee. In his role as Co-CIO of GAA, he directs the overall strategy and positioning of Putnam`s GAA products. He is responsible for the research and implementation of risk and portfolio construction methods across GAA products. Mr. Goldstein also works extensively with retirement glide path research and GAA target-date funds. He is a portfolio manager of Putnam`s target-date, traditional asset allocation, multi-asset income, and total return strategies. His work also contributes to Putnam`s Capital Markets Outlook. Mr. Goldstein has been in the investment industry since he joined Putnam in 2010. Previously at Putnam, Mr. Goldstein served as a Portfolio Manager, an Analyst, and an Investment Associate in the GAA group. Mr. Goldstein earned an M.P.S. in Statistics, a B.S. in Biometry and Statistics, and a B.S. in Finance from Cornell University.