Kevin Charles Schultze

Oppenheimer & Co., Inc. provides security brokerage services. It also offers investment banking and advice to high net worth investors, individuals, businesses and institutions. The company is headquartered in New York, NY.

Founded in 1931, Stone & Youngberg LLC is a broker/dealer located in San Francisco with an additional office in Chicago. The firm is a subsidiary of Stone & Youngberg Holdings LLC. Stone & Youngberg structures and distributes fixed-income securities for their clients which include financial institutions, investment managers, pension funds, insurance companies, state and local governments and hedge funds in California and throughout the US. The firm's research group supports the firm's sales, trading, and public finance efforts by tracking the firm's underwritings in the primary and secondary markets, particularly the below investment-grade issues.

RBC Wealth Management (RBCWM) is wealth management division of RBC Capital Markets Equity Research, which is ultimately owned by Royal Bank of Canada (NYSE; TSE: RY). Formerly known as RBC Dain Rauscher, Inc., the firm was founded in 2001 and is headquartered in Minneapolis, Minnesota. RBCWM provides trusted advice and wealth management solutions to individuals, families and institutions.