Anthony J. Payne

When2Trade Group is an independent alternative equity research and analysis firm located in Chicago. When2Trade, a division of When2Trade Group, offers technical analysis on individual stocks and a variety of U.S. indexes such as the S&P 500, Dow Jones Industrial Average and Nasdaq 100. Through their Why2Invest division, the firm writes research on individual stocks of all market capitalization using fundamental analysis. Each report includes a current technical comment which is updated to subscribers. When2Trade also has two other divisions: How2Allocate and How2Finance. How2Allocate offers allocation services and specializes in advising institutions and accredited investors in specialized funds and managed products. How2Finance offers private placement and alternative investment services. When2Trade Group is comprised of the nationally ranked When2Trade technical trend analysis, a well-established proprietary model for equities and equity indexes, and the qualified, experienced professionals of Why2Invest's fundamental analysis service. Sectors currently covered by their fundamental analysts include basic materials, financials, healthcare, industrial goods and services. When2Trade Group believes that their trend-oriented technical approach offers the best potential optimization of profits for clients seeking truly independent advice, while maintaining an essential aggressive risk management stance. In the past several years, there has been a focus in the securities industry on providing independent analysis as a response to the previous widely-employed model that was abused, either through corrupt investment banking incentives or other suspect relationships between analysts and their benefactors. Yet in far too many cases, this has meant only the removal of investment banking operations, while significant sources of analysts' compensation remain dependent upon either client trading activity or other forms of their firms' direct participation in 'analyst-influenced' transactions. When2Trade Group believes in arms-length relationships that afford their broad range of clients the purest form of truly independent advice. The firm's in-depth technical analytic product provides timely, significant projections during the most decisive phases of sustained price trends. This includes an extensive range of technical factors across critical time frames resulting in highly effective long, intermediate, and short-term trend ratings, with a specific tactical view (definitive near-term trend view) when appropriate. The foundation of their analysis is a proprietary technical method based on the well-established principle that the actions of shareholders reflected in the price movement speak louder than analysts' opinions. Institutional clients benefit from When2Trade Group's ability to focus on a wide range of indicators that specifically address their needs across the different investment and portfolio management approaches. The technical-trend rating as the primary indication is the centerpiece of When2Trade Group's multidimensional approach. It can be used in conjunction with either fundamental research, or client designed technical/quantitative systems or models.

Founded by Darren Caris in 2002, Caris & Co., Inc. is a broker/dealer headquartered in Del Mar, California. The firm is a subsidiary of B. Riley & Co. They offer research that is independent of their investment banking activities, as well as a full array of trading and execution services. Caris & Co.'s coverage includes large-, mid- and small-cap companies in the healthcare, technology, energy and consumer sectors. Their research is written for the longer-term investor with an investment horizon of at least 12 months. Caris & Co., Inc. is a member of the NASD and the SIPC.