John Burmeister

Lion Street Advisors LLC (LSA) is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded in 2013 and they are a wholly-owned subsidiary of Lion Street, Inc. LSA provides investment advisory services including asset management, portfolio monitoring, and financial planning, to individuals, high net-worth individuals, pension and profit-sharing plans.

National Financial Partners Securities, Inc. provides financial advisory services. Its financial planning, investment advisory products and services comprise funds of hedge and mutual fund wrap accounts, financial planning, securities transaction execution, investment consulting, traditional broker, and dealer services. The company is headquartered in New York, NY

Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA.