Scott Miller

Sherpa Asset Management, Inc. (Sherpa AM) is an independent hedge fund manager headquartered in West Vancouver, Canada. The firm was founded by David A. Guarasci in 2007. Sherpa AM manages assets on behalf of institutional clients and private investors.

The Group's principal activities are to provide investment, financing, advisory, insurance and related products and services on a global basis. The Group's services includes securities brokerage, trading, insurance, record keeping and underwriting through its broker, dealer, banking, insurance and other financial services subsidiaries. The Group operates in three business segments: Global Markets and Investment Banking group, Global Private Client, and Merrill Lynch Investment Managers. The principal subsidiary of the Group is Merrill Lynch, Pierce, Fenner & Smith Inc., which provides securities brokerage, option contracts, commodity and financial futures contracts, selected insurance products, options, corporate and municipal securities, investment banking and business advisory services. The Group operates in Europe, Middle East, and Africa, Pacific Rim, Canada and Latin America. In 2005, the Group acquired Pax Clearing Corp, the advest Group and Amvescap Plc.

Macquarie Private Wealth, Inc. is an investment advisor headquartered in Toronto, Ontario. The firm is a subsidiary of Macquarie Group Ltd. (MQG.AX) and is part of the Macquarie Banking and Financial Services Group, the primary relationship manager for Macquarie's retail client base. Macquarie Private Wealth was formed in 2010 following Macquarie Group Ltd.'s purchase of Blackmont Capital from CI Financial Corp (CIX.TO). The firm is a member of the Canadian Investor Protection Fund (CIPF) and the Industry Regulatory Organization of Canada (IIROC).

Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA.