Brooks Taylor is an investment officer of MFS Investment Management® (MFS®). He is a portfolio manager of the balanced portfolios of our mutual funds, variable annuities, and institutional accounts. Brooks joined MFS in 1996 as an analyst. Prior to joining the firm, he was an analyst with Lodestar Group, a subsidiary of Société Générale. He has also held positions as an analyst with Fidelity Management and Research Company and Salomon Brothers. Prior to his current assignment he was a portfolio manager of our large-cap core portfolios. Brooks earned a Master of Business Administration degree from The Wharton School of the University of Pennsylvania and a Bachelor of Arts degree in economics from Yale University.

Kevin J. Schmitz is an investment officer and equity portfolio manager at MFS Investment Management® (MFS®). He manages the firm's small and mid-cap value portfolios. Kevin assumed his current duties in 2011. He joined MFS in 2002 as an equity research analyst covering financial stocks. In 2009 he took on portfolio comanagement duties in addition to his analyst role. Prior to joining the firm, he was a financial analyst and vice president of business development for Fidelity Investments. Kevin earned a bachelor's of Business Administration degree from of the University of Michigan.

Richard L. Offen - Investment Officer - Equity Portfolio Manager - As an Equity Portfolio Manager, responsible for final buy and sell decisions, portfolio construction and risk and cash management. Participates in the research process and strategy discussions. - Joined MFS in 2011 - Previous experience includes 1 year as an Associate - Investment Banking at Stifel, Nicolaus and Co, Inc.; 3 years as an Associate/Analyst - Investment Banking at FBR Capital Markets. - Experience includes participation in the MFS MBA Internship program in 2010. - University of Virginia, Master of Business Administration - Davidson College, Bachelor of Arts