DISCIPLINED YIELD - Key Persons

Job Titles:

• Managing Partner and Chief Investment Officer of Wilde Capital Management

Doug is Managing Partner and Chief Investment Officer of Wilde Capital Management, LLC, a firm that provides investment and portfolio management services that he founded in 2015. Prior to establishing WCM, Doug was the Managing Director and Head of Investment Management, a business he created, within UBS Wealth Management Solutions. Doug's investment management organization was responsible for managing over $9 billion in assets under management and over $8 billion in assets under advisement. With over 25 years of industry experience, he served as a voting member and the Chairman of the Portfolio Strategy Group Investment Committee. He joined UBS in 2004 as Chief Portfolio Strategist in the research department. Doug transitioned from the research department to an asset management role within Wealth Management Solutions in 2005.

Julie is responsible for Client Administrative Services at Wilde Capital Management. Prior to joining WCM, Julie served as a finance analyst for MVB Financial Corporation, specializing in business strategy and evaluation of new development opportunities. Additionally, she worked with the corporation's community banking sector monitoring compliance with the Community Reinvestment Act and assessing new efforts for community engagement and advancement within the bank's footprint. Prior to MVB Financial, Julie worked for Wells Fargo Advisors as a client associate, assisting financial advisors with asset management, estate and retirement planning, and brokerage and portfolio monitoring services. Julie also currently serves as Conscious Capital Wealth Management's Director of Living Plans, administering financial and retirement planning services to individual and corporate clients. Ms. Sorgi holds a B.S. in Business Administration and Accounting and a Master's in Business Administration from West Virginia University.

Job Titles:

• Senior Portfolio Manager and Partner of Wilde Capital Management

Mark Sloss is Senior Portfolio Manager and Partner of Wilde Capital Management, after having enjoyed a career in wealth and asset management spanning more than two decades from market studies, product development and go-to-market strategies through to research and analysis and portfolio management for institutional and individual clients. For eleven years, Mark held various roles at UBS Wealth Management Americas (WMA), most recently as Head of Portfolios and Models for WMA's $11 billion "home office" discretionary portfolio management team. He has been responsible for teams researching investment managers for families, institutions and individuals, and was an active presence on a variety of investment and governance committees at UBS, including the investment committee for the company's 401(k) plans. Prior to UBS, he spent more than a decade in a variety of strategic, marketing and analytic roles with New York Life Investment Management, where he launched the Investment Consulting Group and was instrumental in initiating a number of new mutual funds under the captive MainStay fund family. Of particular emphasis has been his commitment to investment practices focused on sustainable and high positive-impact businesses and markets. He also conceived of and launched UBS's first fully sustainable globally asset allocated multi-manager portfolio for individuals, families, philanthropies and institutions, and served on the bank's Global Sustainability Council. Mark has served as a participant in the United Nations Environment Programme Finance Initiative North American Task Force, written for the Journal of Sustainable Finance & Banking and CityWire USA, and has spoken extensively at conferences and summits on the evolution and market integration of sustainable and responsible investment processes. In addition to his work in the investment community, he has also maintained a strong commitment to the performing arts as a symphony-trained musician, and most recently co-founded with his wife becoME, a charity focused on fostering physical and emotional strength for survivors of domestic violence. Mark Sloss is a graduate of Northwestern University and holds FINRA Series 7, 63, 66 and 24 licenses.