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EMPOWERING A LIFE BEYOND MONEY


LIVEWELL CAPITAL

If you are a seasoned fortune 500 executive or entrepreneur who wants to secure
your financial future and live a fulfilling life, you need LiveWell Capital. We
are a wealth management firm that specializes in helping clients across
generations and industries achieve their financial and personal goals. We offer
comprehensive and customized solutions for retirement planning, investment
management, estate planning, philanthropic planning and tax strategies. We have
the expertise and experience to help you grow your wealth, protect your legacy,
and enjoy your life. You have worked too hard to get to this point, don’t settle
for less than you deserve. We have offices strategically located in Cincinnati,
Detroit, Washington DC, and San Francisco. Contact us today and discover how
LiveWell Capital can help you live well today, tomorrow, and beyond.



CINCINNATI
DETROIT
SAN FRANCISCO
WASHINGTON D.C.





OUR TEAM IS ONE OF THE BEST

Forbes has recognized David Schimberg as a Best-In-State Advisor for 2022. Ben
Beshear was recognized by Forbes as a top financial professional in the country
for 2021. Tek Wiegert and Andy Scarpitti have been recognized for 2022. Many
thanks to our hardworking team, amazing clients, and partnership with
Northwestern Mutual. This would not have been possible without you.

We are thankful to Forbes for recognizing our firm comprised of Cincinnati
financial advisors, Detroit financial advisors, Washington DC financial advisors
and San Francisco financial advisors. This recognition reflects our unwavering
commitment to delivering outstanding financial advisory services. As a trusted
wealth management firm, we strive to help our clients achieve their financial
goals. Partner with us and experience the expertise that has garnered Forbes'
recognition.

LiveWell Capital has also been awarded with “Best Places to Work” by the
Cincinnati Business Courier. We are honored that our team feels as loved as our
clients do!



NORTHWESTERN MUTUAL (NM) AND ITS ADVISORS DO NOT PAY FOR PLACEMENT ON 3RD PARTY
RATING OR RANKING LISTS. NM AND ITS ADVISORS DO, HOWEVER, PAY MARKETING FEES TO
THESE ORGANIZATIONS TO PROMOTE THE RATING OR RANKING(S). RANKINGS AND
RECOGNITIONS ARE NO GUARANTEE OF FUTURE INVESTMENT SUCCESS.

FORBES "BEST-IN-STATE WEALTH ADVISORS" LIST (APRIL 2022), RESEARCH AND RANKING
PROVIDED BY SHOOK RESEARCH, LLC. BASED UPON DATA AS OF 6/30/2021.

FORBES TOP FINANCIAL SECURITY PROFESSIONALS LIST (JULY 2022). RESEARCH AND
RANKING PROVIDED BY SHOOK RESEARCH. BASED UPON DATA AS OF 12/31/2021.

FORBES TOP FINANCIAL SECURITY PROFESSIONALS LIST (OCTOBER 2021). RESEARCH AND
RANKING PROVIDED BY SHOOK RESEARCH. BASED UPON 2020 DATA.

TO LEARN MORE ABOUT NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC AND ITS
FINANCIAL REPRESENTATIVES, VISIT: FINRA BROKERCHECK

Visit our CLIENT RELATIONSHIP SUMMARIES (Form CRS) which provide brief
information about our firms that provide brokerage services and advisory
services.

Securities and Mutual Fund orders can only be placed by phone or in person. We
will not process orders sent electronically, including but not limited to,
communications sent via the Internet, mobile and cellular technologies, and
electronic mail. Also, communications transmitted by you electronically
represents your consent to two-way communication by electronic means. If you
receive communications in error, please contact the sender and delete the
material from any electronic means on which it exists.

© 2024 The Northwestern Mutual Life Insurance Company. All rights reserved. 720
East Wisconsin Avenue, Milwaukee, Wisconsin 53202-4797 - (414) 271-1444.

Depending on the products and/or services being recommended or considered, refer
to the appropriate disclosure brochure for important information on the
Northwestern Mutual Wealth Management Company, its services, fees and conflicts
of interest before investing. To obtain a copy of one or more of these
brochures, contact your representative.

Joseph B Beshear, Clark Everett Bixler, David Hamish Cochrane, Marty Walker
Geiger, Lincoln Henderson, Timothy C Miller, Jared J B Nickoli, Kertsze Patrick
Nunes, Morgan L Rich, Andrew J Scarpitti, David M Schimberg, Michael David
Sosnoski, Bradley Scott Weeks, Tek R Wiegert, Christopher Michael Brademeyer,
John Brannon, Lauren Ann Fox, Nicholas Fox, James Harshbarger, Jason Michael
Hentz, Scott Alan Lagocki, Kristen Joseph Machain, Jeffrey Alan Novak, Dustin
Michael Parks, Russell Lee Peterson, Clinton Matthew Rinehart, Annette Testa
Young and Stephanie Jei Yu Yang use LiveWell Capital as a marketing name for
doing business as representatives of Northwestern Mutual. LiveWell Capital is
not a registered investment adviser, broker-dealer, insurance agency or federal
savings bank. Northwestern Mutual is the marketing name for The Northwestern
Mutual Life Insurance Company, Milwaukee, WI (NM) (life and disability
insurance, annuities, and life insurance with long-term care benefits) and its
subsidiaries. Joseph B Beshear, Clark Everett Bixler, David Hamish Cochrane,
Marty Walker Geiger, Lincoln Henderson, Timothy C Miller, Jared J B Nickoli,
Kertsze Patrick Nunes, Morgan L Rich, Andrew J Scarpitti, David M Schimberg,
Michael David Sosnoski, Bradley Scott Weeks, Tek R Wiegert, Christopher Michael
Brademeyer, John Brannon, Lauren Ann Fox, Nicholas Fox, James Harshbarger, Jason
Michael Hentz, Scott Alan Lagocki, Kristen Joseph Machain, Jeffrey Alan Novak,
Dustin Michael Parks, Russell Lee Peterson, Clinton Matthew Rinehart, Annette
Testa Young and Stephanie Jei Yu Yang provide investment advisory services as
Advisors of Northwestern Mutual Wealth Management Company® (NMWMC), Milwaukee,
WI, a subsidiary of NM and federal savings bank. Joseph B Beshear, Clark Everett
Bixler, David Hamish Cochrane, Marty Walker Geiger, Lincoln Henderson, Timothy C
Miller, Jared J B Nickoli, Kertsze Patrick Nunes, Andrew J Scarpitti, David M
Schimberg, Michael David Sosnoski, Bradley Scott Weeks, Tek R Wiegert, Nicholas
Fox, James Harshbarger and Stephanie Jei Yu Yang are Agents of Northwestern Long
Term Care Insurance Company, Milwaukee, WI, (long-term care insurance) a
subsidiary of NM. Joseph B Beshear, Clark Everett Bixler, David Hamish Cochrane,
Marty Walker Geiger, Lincoln Henderson, Timothy C Miller, Jared J B Nickoli,
Kertsze Patrick Nunes, Morgan L Rich, Andrew J Scarpitti, David M Schimberg,
Michael David Sosnoski, Bradley Scott Weeks, Tek R Wiegert, Christopher Michael
Brademeyer, John Brannon, Lauren Ann Fox, Nicholas Fox, James Harshbarger, Jason
Michael Hentz, Scott Alan Lagocki, Kristen Joseph Machain, Jeffrey Alan Novak,
Dustin Michael Parks, Russell Lee Peterson, Clinton Matthew Rinehart, Annette
Testa Young and Stephanie Jei Yu Yang provide investment brokerage services as
Registered Representatives of Northwestern Mutual Investment Services, LLC
(NMIS), a subsidiary of NM, registered investment adviser, broker-dealer and
member FINRA (finra.org) and SIPC (sipc.org). Joseph B Beshear, Clark Everett
Bixler, David Hamish Cochrane, Marty Walker Geiger, Lincoln Henderson, Timothy C
Miller, Jared J B Nickoli, Kertsze Patrick Nunes, Morgan L Rich, Andrew J
Scarpitti, David M Schimberg, Michael David Sosnoski, Bradley Scott Weeks, Tek R
Wiegert, Christopher Michael Brademeyer, John Brannon, Nicholas Fox, James
Harshbarger, Jason Michael Hentz, Scott Alan Lagocki, Jeffrey Alan Novak, Dustin
Michael Parks, Russell Lee Peterson, Clinton Matthew Rinehart, Annette Testa
Young and Stephanie Jei Yu Yang are Insurance Agents of NM.

Northwestern Mutual Private Client Group is a select group of Northwestern
Mutual advisors and representatives. Northwestern Mutual Private Client Group is
not a registered investment adviser, broker-dealer, insurance agency, federal
savings bank or other legal entity.

The products and services referenced are offered and sold only by appropriately
appointed and licensed entities and financial advisors and representatives.
Financial advisors and representatives and their staff might not represent all
entities shown or provide all the products or services discussed on this
website. Not all products and services are available in all states. Not all
Northwestern Mutual representatives are advisors. Only those representatives
with "Advisor" in their title or who otherwise disclose their status as an
advisor of NMWMC are credentialed as NMWMC representatives to provide investment
advisory services.

Joseph B Beshear, Marty Walker Geiger, Timothy C Miller, Jared J B Nickoli,
Kertsze Patrick Nunes, Morgan L Rich, Andrew J Scarpitti, David M Schimberg,
Bradley Scott Weeks, John Brannon, Nicholas Fox and Jason Michael Hentz are
primarily licensed in OH and may be licensed in other states. Clark Everett
Bixler and James Harshbarger are primarily licensed in VA and may be licensed in
other states. David Hamish Cochrane and Stephanie Jei Yu Yang are primarily
licensed in CA and may be licensed in other states. Lincoln Henderson, Michael
David Sosnoski, Tek R Wiegert, Christopher Michael Brademeyer, Scott Alan
Lagocki, Jeffrey Alan Novak, Russell Lee Peterson and Annette Testa Young are
primarily licensed in MI and may be licensed in other states. Dustin Michael
Parks and Clinton Matthew Rinehart are primarily licensed in KY and may be
licensed in other states.

Joseph B Beshear AR License: 2432780 CA License: 0G98957
Clark Everett Bixler CA License: 0L39401
David Hamish Cochrane CA License: 0H22971
Lincoln Henderson CA License: 4157760
Timothy C Miller AR License: 519942 CA License: 0E99270
Morgan L Rich CA License: 0I66772
Andrew J Scarpitti AR License: 13369582 CA License: 0K33976
Bradley Scott Weeks CA License: 0I31641
Tek R Wiegert CA License: 0N012489
Stephanie Jei Yu Yang CA License: 0H07135

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP®
certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the
CFP® certification mark (with plaque design) logo in the United States, which it
authorizes use of by individuals who successfully complete CFP Board's initial
and ongoing certification requirements.

The Chartered Advisor for Senior Living (CASL®) designation is conferred by The
American College of Financial Services.

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