Steven G. Lamb

International Planning Group Ltd. provides wealth structuring and transfer planning solutions for affluent individuals and executives of multi-national corporations. The firm provides innovative plan designs, expertise to deliver customized life insurance based solutions and access to the products necessary to implement solutions for a variety of complex needs. It also assists clients with strategies to maximize wealth accumulation, generate liquidity, meet personal liabilities, plan for future business continuity and facilitate additional wealth and security for clients and their families. The company was founded by Jon M. Baker Sr. in 1992 and is headquartered in Wellesley, MA.

Tofias PC provides accounting services. The private company is based in Cambridge, MA and has subsidiaries in the United States.

Founded in 1986, Fox & Co., Investments, Inc. is an investment firm located in Phoenix, Arizona. They provide a full array of trading and execution services for their clients. They do not provide any internal research.