| Owner | Title | From | %Ownership |
|---|---|---|---|
| Goelzer, Gregory, William | Chairman and CEO | 06/2003 | 10-25% |
| Mckamey, Brett, Dean | President | 06/2003 | 10-25% |
| Freihofer, Lisa Goelzer | Owner | 09/2007 | 10-25% |
| Goelzer, Sandra Kay | Owner | 09/2007 | 10-25% |
| Concannon, James Andrew | Owner | 11/2009 | 5-10% |
| Goelzer Employee Stock Ownership Plan | Owner | 12/2010 | 5-10% |
| Goelzer, Gregory William | Trustee | 12/2012 | > 75% |
| Bush, Jeffrey Adam | Chief Compliance Officer | 12/2012 | < 5% |
| Stephens, Gavin, Wayne | Owner | 07/2021 | < 5% |
| Wild, George, Posey | Owner | 05/2008 | < 5% |
| Ryker, Christopher, Anthony | Owner | 05/2008 | < 5% |
| Hutchinson, Donald, Joseph | Managing Director, Institutional Advisory Services | 06/2021 | 5-10% |
| Pyne, Brian, Joseph | Managing Director, Private Client | 03/2012 | 5-10% |
