Gordon Ralph D'Angelo

JTH Tax LLC operates as an income tax preparation firm. Its offerings include income tax services, online tax preparation, and income tax preparation courses. The firm also provides the eSmart Tax, an online tax preparation website available to clients who prefer to prepare their own income tax preparation. The company was founded by John T. Hewitt on September 1, 1997 and is headquartered in Virginia Beach, VA.

NEXT Financial Group, Inc. (NEXT) is a SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded by David Holtz and Gordon D'Angelo in 1999. They are a wholly owned subsidiary of NEXT Financial Holdings, Inc., ultimately owned by Atria Wealth Solutions, Inc. NEXT, through their Independent Advisor Representatives (IARs), offers investment advisory services to individuals, high net-worth individuals, pension and profit-sharing plans, charitable organizations, and corporations or other businesses.

NEXT Financial Holdings, Inc. provides investment management and brokerage services for professionals in the financial industry. It focuses on retirees and baby boomers. The company was founded by David Lee Holtz and is headquartered in Houston, TX.

Jackson Hewitt Tax Service, Inc. engages in the provision of professional tax preparation services. It offers solutions to manage customer taxes and tax refunds. The company was founded by Anthony P. Nuzzo in 1992 and is headquartered in Jersey City, NJ.

Visionary Asset Management, Inc. is a registered investment advisor located in Houston, Texas. The firm is a subsidiary of NEXT Financial Holdings, Inc. They provide services to individuals, trusts, estates, 401(k) plans, pension and profit-sharing plans, charitable organizations, corporations, partnerships and other entities.