Michael H. Goldsmith

INVESTools, Inc. provides investor education products and services through correspondence and online. It provides investors with INVESTools Method, an integration of investing process, Web-based tools, personalized instruction and support for investment performance. The company sells its products in various bundles containing multiple deliverables that include coaching sessions, web site subscriptions and educational workshops along with other products and services. INVESTools is based in Draper, UT.

Andersen Tax LLC (Andersen) is a SEC-registered investment advisor and wealth management firm headquartered in McLean, Virginia. The firm was founded by Mark Vorsatz in 2002 as WTAS LLC. They are a wholly owned subsidiary of Andersen Tax Holdings LLC, which is principally owned by MD Investment LLC. Andersen provides a wide range of tax, valuation, financial advisory and related consulting services to individuals and entities.