| Owner | Title | From | %Ownership |
|---|---|---|---|
| Costello, Ryan, Patrick | President | 02/2004 | 10-25% |
| Jaegers, Kevin, Matthew | Chief Operating Officer | 06/2016 | < 5% |
| Conard, Kevin, Morris | Chief Executive Officer | 02/2004 | 50-75% |
| O'blennis, Robert, Randolph | SVP - Wealth Management | 03/2007 | 5-10% |
| Barling, Alexis, Dianne | Chief Compliance Officer | 09/2019 | < 5% |
| Twillman, Dwight, Earl | SVP - Wealth Management | 03/2014 | < 5% |
| Hedman, Troy, Ray | Senior Wealth Manager | 06/2021 | 5-10% |
| Bouffard, Christopher, M | Chief Investment Officer | 09/2021 | < 5% |
| Aretec Group, Inc | Sole Member | 05/2023 | > 75% |
