Bo Brustkern

FOLIOfn, Inc. provides brokerage and investment solutions to investors. Its services include e-mail alerts, reports delivered online and direct deposits. The company was founded by Kathleen M. H. Wallman and Steven M. Wallman in 1998 and is headquartered in Vienna, VA.

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.

Lightning Labels LLC provides label printing services. It provides custom labels and stickers of all shapes and sizes from small orders for individuals to the bulk needs of big businesses. The company was founded by Peter Renton in 2002 and is headquartered in Denver, CO.

EnTitle Direct Group, Inc. operates as a title insurance and settlement services company which offers insurance products. It also provides title reinsurance services. The company was founded in 1978 and is headquartered in Norwalk, CT.

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.

Centsai, Inc. financial adviserey services. It offers financial education, wellness, personal finance, budgeting and debt management. The company was founded by Arindam Nag and Doria Lavagnino and is headquartered in New York, NY.

Portfolia, Inc. (United States) (Portfolia Inc.) is a venture capital firm founded in 2013 by Costello Trish. The firm is headquartered in San Mateo, California.

Part of National Bank of Canada, TD Waterhouse Institutional Services is a Canadian company that provides custody, trading, clearing, settlement, and record keeping solutions for portfolio managers. The company is located in Canada. TD Waterhouse Institutional Services was acquired by National Bank of Canada from The Toronto-Dominion Bank on November 12, 2013 for $243.18 million.