Fsi Inc.

Jim entered the trade show industry in 1997 when he joined the International Association for Exhibition Management. During his three years with IAEM, he worked in several departments from Services to Education to Conventions. When he left the association in 2000, Jim was IAEM's Convention Manager, responsible for Registration and Housing. He was recognized at AMPROFEC 1999 in Puebla, Mexico; was the 1999 IAEM Employee of the Year; and received the 2000 "Attitude of the Year Award" from FSI.

Claudia V. Borowski, Office Manager, has been employed at FSI since 1991. Claudia brings energy and experience to her position and oversees the day to day operation. Besides being the person that handles all appraisal inquires, she is responsible for the assignment of work and the timely transmission of reports to FSI's clients.

Kathryn joined Butterfield Private Bank in 2006 as Manager of Portfolio Management Development. Kathryn began her career in 1994 with Cazenove & Co in Fund Management where she worked for 6 years primarily with the International Private Client team. Following this she spent 3 years as a Private Client Fund Manager at Morgan Stanley Quilter, where she was an Associate Divisional Director. Latterly she developed her career by training as a financial advisor specialising in inheritance tax, pensions & investments. Kathryn is a Fellow of the Securities Institute (FSI), an Associate of the Personal Finance Society (APFS) and holds a BA (Hons) degree in Law.

Donald S. Mitchell, age 53, was named President and Chief Executive Officer of FSI in December 1999, appointed a director in March 2000 and became Chairman of the board on January 23, 2002. From its formation in 1998 until December 1999, he was President of Air Products Electronic Chemicals, Inc., a division of Pennsylvania-based Air Products and Chemicals, Inc. From 1991 to 1998, he served as President of Schumacher, Inc., a leading global chemical equipment and services supplier to the semiconductor industry. Mr. Mitchell served as the 1999-2000 Chairman of the Board of Directors of Semiconductor Equipment and Materials International ( SEMI ), a leading global industry trade association. Mr. Mitchell is also a director of Advanced Material Sciences, Inc., a privately-held manufacturer of thin substrate materials for the semiconductor industry.

As President of National Planning Corporation, Shawn Dreffein is responsible for leading our senior management team in setting the firm's strategic direction and also chairs NPC's President's Advisory Council. In addition, Shawn holds the dual role of President and CEO of National Planning Holdings, which functions as the holding company for all four JNL broker-dealers. In this capacity, she oversees the overall operations of Jackson National Life's broker-dealer affiliates. Shawn is a member of the Financial Services Institute's ("FSI") Board of Directors. Launched in January 2004 with the help of The Financial Planning Association, FSI is dedicated to advocacy issues relating specifically to independent contractor broker-dealers. Prior to joining NPC and Jackson National Life Insurance Company (Jackson), Shawn practiced law and held a variety of positions in the financial services industry, most recently as Vice President of Advanced Markets for Financial Network Investment Corp. (FNIC). Shawn earned a degree in Political Science and a JD from the University of Illinois. She received her Chartered Life Underwriter (CLU) designation from the American College, and also holds the following licenses: 7, 63, 24 and Life/Variable contract.