Jonathan Robert Broadbent

Plan PerksSM: Creator/Owner. Jonathan heads a national initiative focused on the development of patent-seeking business processes relevant to incentivizing retirement savers to save more and more effectively. ? This business is distinct from, and unrelated to, Plan Partners LLC and every effort is made to avoid any potential conflict of interest. ? Time spent: roughly 5 hours per year o OWLshares Advisory Board: Jonathan is serving a 2-year engagement as a member of the Advisory Board of OWLshares?, with an option to continue. Jonathan provides business development guidance specific to ERISA-governed retirement plans, helping OWLshares to understand and market to retirement plans. This is an unpaid position; however, Jonathan will obtain shares of ownership in exchange for his valuable service to the development and marketing of OWLshares. Jonathan makes every effort to disclose and avoid conflicts of interest where Plan Partners business interests are concerned. ? This business is distinct from, and unrelated to, Plan Partners LLC and every effort is made to avoid any potential conflict of interest. ? Time spent: roughly 15 hours per year o TDFBuilder?: Jonathan is involved with the development, marketing, and distribution of Custom Target Date Funds software and "glidepath" guidance utilizing both marketplace and patented methodology. He is 1/3 owner. ? This business is distinct from, and unrelated to, Plan Partners LLC and every effort is made to avoid any potential conflict of interest. ? Time spent: roughly 10 hours per week. o PlanExam?: Jonathan has partnered with former National Director of Retirement Plans (Ernst & Young) Rob Shwab in order to provide complete operational examinations of ERISA-governed Plans (also called "3

(16) Examinations"). ? This business is distinct from, and unrelated to, Plan Partners LLC and every effort is made to avoid any potential conflict of interest. ? Time spent: roughly 10 hours per week. Superior Capital Management: Jonathan has accepted a consulting role with Superior Capital Management. During this roughly 3-month engagement (July 2016 through September 2016), Jonathan will be assisting with the transition of clients from Roulston Partners to Superior Capital Management LLC, an Ohio Investment Advisory firm. Jonathan will be joining the Investment Review Committee and providing Superior Capital Management's team with specialized ERISA Best Practices and Administrative Fiduciary training for Qualified Retirement Plans.