Jack Buckman

H.M. Payson & Co. (HM Payson) is an independent, SEC-registered investment advisor headquartered in Portland, Maine. The firm was founded in 1854 by Henry Martyn Payson. They originally specialize in financing public water companies and became nationally known as an underwriter of America’s growing infrastructure. Today, investment advisory and trust services are their exclusive focus. HM Payson provides investment advisory, trust and wealth management services to a wide variety of individuals, trusts, endowments, foundations and retirement plans.

Part of Nasdaq, Inc., Bomar Securities LP is a company that manufactures workstations for analyzing stock. The company is based in New York, NY. The company was founded by Robert V. Brogan. Bomar Securities was acquired by Instinet Group, Inc., part of Nasdaq, Inc. from December 08, 2005 on July 28, 1992 for $8 million.

Founded in 2000, the Brogan Group Research is an institutional equity research firm located in Boston. the firm is a subsidiary of Wellington Shields & Co. LLC and their ultimate parent is Wellington Shields Holdings LLC. The firm blends quantitative analysis with technical, rule-based disciplines. They offer multi-factor money flow and comparative relative strength ratio analysis on a weekly basis to buy-side portfolio managers and buy-side analysts. The Brogan Group Research provides top-down and bottom-up global market analysis, as well as profitable and timely investment ideas, both long term and short term, to growth, value and hedge fund managers. They cover all listed foreign and domestic stocks, globally. Their flagship product, the Signal Report, is published daily.

BMO Capital Markets Corp. (Broker) is the broker/dealer division of BMO Capital Markets Corp., a full-service North American financial services provider headquartered in New York City. The firm was founded in 1998 and is a subsidiary of BMO Financial Corp., which is owned by Bank of Montreal (NYSE, TSX: BMO) in Canada. BMO Capital Markets offers corporate, institutional and government clients access to a variety of products and services including equity and debt underwriting, corporate lending and project financing, merger and acquisitions advisory services, merchant banking, securitization, treasury and market risk management, debt and equity research and institutional sales and trading.

FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. The firm also sub-advices funds or accounts for affiliated advisers and unaffiliated advisers.