Jay Pestrichelli

Alpha DNA Investment Management LLC (Alpha DNA IM) is an independent, SEC-registered investment adviser headquartered in Columbia, Maryland. The firm was founded by Wayne Ferbert in 2014. Alpha DNA IM offers investment advisory services to individuals, high net-worth individuals, trusts, estates, businesses, and other investment advisers. The firm serves as a sub-advisor to various investment advisers and manages individual client accounts on behalf of such RIAs on a sub-advised basis.

TD Ameritrade, Inc. is an investment brokerage firm headquartered in Omaha, Nebraska. They are a subsidiary of TD Ameritrade Online Holdings Corp., ultimately owned by The Charles Schwab Corp. (NYSE: SCHW). The firm was founded in 1975 and provides online brokerage services to their clients. Customers can manage their investment portfolios via the Internet as well as through personal digital assistants, wireless phone services and interactive voice recognition systems.

TD Amerivest Investment Management LLC (TDAIM) is an investment management firm headquartered in Omaha, Nebraska. The firm was founded in 1997 as PFN Investment Management LLC. They operated under the name Amerivest Investment Management LLC from April 2003 to December 2016. The firm is owned by TD Ameritrade Holding Corp., which is a subsidiary of The Charles Schwab Corp. (NYSE: SCHW). TDAIM provides financial planning and asset allocation services to individuals and trusts, but may provide such services to institutions, as well. These services are provided through the Internet or software applications to a national clientele.