Jordan Ladd Kimmel

A.G. Edwards & Sons, Inc. is a full-service brokerage firm. A.G. Edwards equity research team covers a wide range of industries including: consumer discretionary, consumer staples, energy, financials, health care, industrials, information technology, material, telecommunication services and utilities. They also provide fixed-income research in the utility, auto, banking and finance, and telecom industries. A.G. Edwards was founded in 1887 by General Albert Gallatin Edwards and his son Benjamin Franklin Edwards. They are a broker/dealer subsidiary of A.G. Edwards, Inc. They are a member of the SIPC.

Brookstreet Securities Corp. was founded in 1990 by Stan Brooks is an independent brokerage firm. The company uses a national network of brokers to sell stocks, bonds, options, annuities, insurance, commodities, and mutual funds to individual and institutional investors. Brookstreet's commodity trading division offers tools and online platforms for futures trading.

Tocqueville Asset Management LP (Tocqueville) is a registered investment advisor firm headquartered in New York City. Founded in 1985, the firm’s business and affairs are managed by Tocqueville Management Corp., its General Partner, which owns 80% of the firm. Tocqueville manages investments for high net worth individuals and families, institutions, family offices and through the various Tocqueville mutual funds.

Gitterman & Associates Wealth Management LLC (GWM) is a registered investment advisor headquartered in Edison, New Jersey. The firm was founded by Jeffrey L. Gitterman and Elias S. Rauch in 1990. GWM offers financial planning and asset management solutions to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities.

Founded in 1998 by Jordan Kimmel, Magnet Investment Group LLC is a registered investment advisor firm located in Randolph New Jersey. They manage private funds as well as individual portfolios on a fee-based arrangement. Magnet Investment Group managed the Exceptionator Fund LP, the Exceptionator LS Fund LP and the Exceptionator Large Cap Fund LP.

Lebenthal Global Advisors LLC (Lebenthal) is an independent, SEC-registered investment advisor headquartered in Hauppauge, New York. Formerly known as Wealthsource Advisory, Inc., Lebenthal provides advisory services primarily to high net-worth individuals and their families, including their trusts, estates and retirement accounts as well as small businesses, including their pension and profit-sharing plans. The firm also offers discretionary portfolio management services through the Lebenthal Global Advisors (LGA) program on a wrap fee basis.