| Owner | Title | From | %Ownership |
|---|---|---|---|
| Boyer, Richard, Wakefield | Managing Member, Chief Executive Officer, Chief Investment Officer | 08/2007 | 25-50% |
| Corporon, Melinda, Katherine | Member | 08/2007 | 10-25% |
| Hackleman, Steven, Brian | Chief Compliance Officer, Managing Partner | 09/2007 | 10-25% |
| Carley, Laura, Kathryn | Partner & Portfolio Manager | 01/2016 | 10-25% |
| Clark, Eric, Charles | Senior Wealth Advisor, Managing Partner | 01/2016 | 10-25% |
| Wysong, Cynthia, Renee | Wealth Advisor, Partner | 01/2020 | 10-25% |
| Bloodgood, Cory, Alan | Portfolio Manager & Partner | 01/2020 | 10-25% |
