William Robert Todd

Leigh Baldwin & Co. LLC (LBC) is an independent, SEC-registered investment advisor headquartered in Cazenovia, New York. The firm was founded by Leigh D. Baldwin in 1991. LBC provides portfolio management services to individuals, high net worth individuals, corporate pension and profit-sharing plans, Taft-Hartley plans, charitable institutions, foundations, endowments, municipalities, registered mutual funds and trust programs.

Osaic Wealth, Inc. is a registered broker/dealer headquartered in Jersey City, New Jersey. The firm was founded in 1988 as Royal Alliance Associates, Inc. and changed their name to Osaic Wealth, Inc. in 2023. They are a subsidiary of Osaic, Inc. Osaic Wealth provides a full array of trading and execution services for various clients.

Founded in 2001, Saxony Securities, Inc. is an independent broker/dealer headquartered in St. Louis, Missouri with additional locations throughout the US. The firm is a member of FINRA and the SIPC. They are States. The company is a member of The Financial Industry Regulatory Authority (FINRA), as well as licensed in all 50 states. Saxony Securities uses Pershing LLC, a subsidiary of the Bank Of New York Mellon Corp., as their fully-disclosed clearing firm. The firm provides a full array of trading and execution services for their clients. They do not provide any internal research.

Ameriprise Financial Services LLC (AFS) is a registered broker-dealer headquartered in Minneapolis, Minnesota. The firm was founded in 1971 and is a subsidiary of AMPF Holding Corp., which is owned by Ameriprise Financial, Inc. (NYSE: AMP). AFS offers brokerage services that enable clients to invest in many different types of investments including mutual funds, stocks, bonds, exchange traded products, unit investment trusts, annuities and alternative investments.

Greenwich Wealth Management LLC (GWM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Greenwich, Connecticut. The firm was founded by Michael J. Freeburg in 2006. GWM provides investment supervisory services to high net-worth individuals, families, trusts, estates, endowments, charitable organizations, corporations, defined benefit/contribution plans and profit-sharing plans.

Morse, Barnes-Brown & Pendleton PC is a law firm that provides legal services to businesses of all sizes, ranging from startups to Fortune 1000 companies. The private company is based in Waltham, MA. The firm specializes in corporate law, intellectual property, licensing and strategic alliances, employment law, taxation, and litigation.

Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses

ALJ Capital Management LLC is a hedge fund manager located in Los Angeles. They manage the ALJ Capital I LP, the ALJ Capital II LP and the ALJ Capital Offshore Ltd

Part of CME Group, Inc., Commodity Exchange, Inc. is a company that provides information about all types of commodities. The company is based in New York, NY.

The Chicago Bar Association is a voluntary membership organization consisting largely of lawyers and judges from Cook County and the state of Illinois. The private company is based in Chicago, IL and has subsidiaries in the United States. The association works to establish and maintain the honor and dignity of the profession of law, promote the welfare of its members, and improve the effectiveness and efficiency of the administration of justice. Founded in 1874, it is one of the oldest and most active metropolitan bar associations in the United States.

Beth Israel Deaconess Hospital operates as a teaching hospital of Harvard Medical School. It offers care for cancer, cardiovascular, diabetes and spine. The company is headquartered in Needham, MA.

Part of Ipsen SA, Biomeasure, Inc. researches, develops, and manufactures peptides and toxins for treating various conditions. The company is based in Milford, MA. The company was founded by Jacques Pierre Moreau.

J.V.B. Financial Group LLC (JVP) is a SEC-registered broker-dealer headquartered in New York City. The firm was founded in 2008 and formerly known as PrinceRidge Group LLC and C&Co/PrinceRidge LLC. They are a subsidiary of J.V.B. Financial Group Holdings LP, owned by Cohen & Co., Inc. (NYSEAMERICAN: COHN) in the US. With trading desks manned by seasoned professionals, JVB distributes a variety of asset classes, such as Certificates of Deposit, Investment-Grade Corporates, High-Yield Corporates, Government Agencies, US Treasuries, Municipal Bonds, Mortgage-Backed Securities, Asset-Backed Securities, Structured Products, Closed-End Funds, Rates, and Structured Credit. The JVB Dealer Desk provides efficient and widespread distribution of fixed income securities.

Part of Banque Pictet & Cie SA, Pictet Asset Management (Europe) S.A. is a hedge fund. The company is based in Luxembourg, Luxembourg.

Chlebina Capital Management LLC (Chlebina Capital) is an independent investment advisory firm headquartered in Akron, Ohio. Founded in 2007, Chlebina Capital provides personalized investment advisory services to individuals, trusts, estates, charitable organizations, pensions and profit-sharing plans, corporations, and other business entities on a discretionary basis.

Catalus Capital Management LLC (Catalus Capital) is a private equity firm founded in 2011 by Marek J. Olszewski. The firm is headquartered in West Palm Beach, Florida.