Straight Talk Investment Series

What separates advisor teams who thrive from those who plateau? Host Jenine Garrelick sits down with MFS’ Doug Orton and Emily Dupre to explore how focusing on Efficiency, Distinction, Growth, and Excellence can help advisors strengthen their practices, deepen client relationships, and continue to succeed.       The views expressed in this presentation are those of the presenter. These views should not be relied upon as investment advice, as securities recommendations, or as an indication of trading intent on behalf of any other MFS investment product. MFS does not provide legal, tax, or accounting advice. Clients of MFS should obtain their own independent tax and legal advice based on their particular circumstances. Past performance is no guarantee of future results. No forecasts can be guaranteed. Unless otherwise indicated, logos and product and service names are trademarks of MFS® and its affiliates and may be registered in certain countries. Distributed by: U.S. - MFS Investment Management and MFS Fund Distributors, Inc., Member SIPC; Latin America - MFS International Ltd.

In this episode, Brad, Jenine and lead strategist Mike Dembro look back at 2025 events and then look forward to opportunities they see for advisors in their portfolio and practice.   Disclosure: The views expressed in this presentation are those of the presenter. These views should not be relied upon as investment advice, as securities recommendations, or as an indication of trading intent on behalf of any other MFS investment product. MFS does not provide legal, tax, or accounting advice. Clients of MFS should obtain their own independent tax and legal advice based on their particular circumstances. Past performance is no guarantee of future results. No forecasts can be guaranteed. Unless otherwise indicated, logos and product and service names are trademarks of MFS® and its affiliates and may be registered in certain countries. Distributed by: U.S. - MFS Investment Management and MFS Fund Distributors, Inc., Member SIPC; Latin America - MFS International Ltd. 65341.1

From the rise of AI-driven markets to the evolving views on active management, the latest Straight Talk episode wraps up what was top of mind for advisors in 2025 and starts digging into the year ahead.   The views expressed in this presentation are those of the presenter. These views should not be relied upon as investment advice, as securities recommendations, or as an indication of trading intent on behalf of any other MFS investment product. MFS does not provide legal, tax, or accounting advice. Clients of MFS should obtain their own independent tax and legal advice based on their particular circumstances. Past performance is no guarantee of future results. No forecasts can be guaranteed. Unless otherwise indicated, logos and product and service names are trademarks of MFS® and its affiliates and may be registered in certain countries. Distributed by: U.S. - MFS Investment Management and MFS Fund Distributors, Inc., Member SIPC; Latin America - MFS International Ltd.

In this episode of Straight Talk, we explore why the tech-savvy advisor treats AI as a partner, not a competitor, and we dive into how advisors can use AI to level up their practice while maintaining the human touch that their clients need.   The views expressed in this presentation are those of the presenter. These views should not be relied upon as investment advice, as securities recommendations, or as an indication of trading intent on behalf of any other MFS investment product. MFS does not provide legal, tax, or accounting advice. Clients of MFS should obtain their own independent tax and legal advice based on their particular circumstances. Past performance is no guarantee of future results. No forecasts can be guaranteed. Unless otherwise indicated, logos and product and service names are trademarks of MFS® and its affiliates and may be registered in certain countries. Distributed by: U.S. - MFS Investment Management and MFS Fund Distributors, Inc., Member SIPC; Latin America - MFS International Ltd.

In this episode, Jenine Garrelick, Broadridge’s Ashley Wood, and MFS Senior Business Development Strategist Sheridan Culhane unpack the latest advisor trends and discuss how the advisor-investor relationship differs across generations.   The views expressed in this presentation are those of the presenter. These views should not be relied upon as investment advice, as securities recommendations, or as an indication of trading intent on behalf of any other MFS investment product. MFS does not provide legal, tax, or accounting advice. Clients of MFS should obtain their own independent tax and legal advice based on their particular circumstances. Past performance is no guarantee of future results. No forecasts can be guaranteed. Unless otherwise indicated, logos and product and service names are trademarks of MFS® and its affiliates and may be registered in certain countries. Distributed by: U.S. - MFS Investment Management and MFS Fund Distributors, Inc., Member SIPC; Latin America - MFS International Ltd.

In this episode, Nick Paul, international institutional portfolio manager, joins Brad and Jenine to discuss if the dominance of US equities is over and where MFS is finding international opportunities.     Disclosure: The views expressed in this presentation are those of the presenter. These views should not be relied upon as investment advice, as securities recommendations, or as an indication of trading intent on behalf of any other MFS investment product. MFS does not provide legal, tax, or accounting advice. Clients of MFS should obtain their own independent tax and legal advice based on their particular circumstances.  Past performance is no guarantee of future results. No forecasts can be guaranteed. Unless otherwise indicated, logos and product and service names are trademarks of MFS® and its affiliates and may be registered in certain countries. Distributed by: U.S. - MFS Investment Management and MFS Fund Distributors, Inc., Member SIPC; Latin America - MFS International Ltd. 65012.1