Steve Proffer

TDAM USA, Inc. is an investment advisory firm headquartered in New York City. The firm was founded as Waterhouse Asset Management, Inc. in 1995 and do-business-as TD Asset Management. They are a wholly-owned subsidiary of TD Bank US Holding Co., which is wholly-owned by the Toronto-Dominion Bank (NYSE, TSE: TD), a Canadian chartered bank. TDAM USA provides discretionary investment management services to corporations and certain affiliates, such as TDAM and TD Bank, N.A. They also offer services to pension plans, endowments and foundations, but do not directly offer their services to high net-worth or retail clients.

Ladenburg Thalmann & Co., Inc. provides investment baking and brokerage services. The firm also provides asset and wealth management, underwriting, alternative investments and advisory services. It serves emerging growth companies and high net worth individuals. The company was founded in 1876 and is headquartered in New York, NY.

Disciplined Investment Management LLC engages in the provision of investment advisory services. The company was founded by Jenifer Aronson and Larry Stein and is headquartered in Deerfield, IL.

Intrinsic Edge Capital Management LLC (IECM) is a SEC-registered investment advisor and hedge fund manager headquartered in Chicago, Illinois. The firm was founded in 2016 by Mark Coe and is a direct subsidiary of Mark D. Coe 2012 Irrevocable Trust DTD Sept. 20, 2012. IECM provides discretionary investment advisory services to the Intrinsic Edge Funds which are private hedge funds that are offered to qualified investors.