| Owner | Title | From | %Ownership |
|---|---|---|---|
| Calhoun, Sharon, Lee | Vice President | 11/2019 | < 5% |
| Stueve, Todd, Christopher | Vice President | 11/2019 | < 5% |
| Fee, Thomas, Gifford | President | 11/2019 | 5-10% |
| Klapperich, Suzanne, Marie | Chief Compliance Officer | 01/2017 | < 5% |
| Ranallo, Jason, Douglas | Vice President | 11/2019 | < 5% |
| Bluespring Wealth Partners, LLC | Owner | 11/2019 | > 75% |
| Kestra Financial, Inc. | Owner | 07/2019 | > 75% |
| Kestra Advisor Services Holding C, Inc. | Owner | 06/2014 | > 75% |
| Kestra Advisor Services Holding B, Inc. | Owner | 06/2014 | > 75% |
| Kestra Advisor Services Holding A, Inc. | Owner | 06/2014 | > 75% |
| Kingfisher Holding B, Inc. | Owner | 06/2019 | > 75% |
| Kingfisher Holding A, Inc. | Owner | 06/2019 | > 75% |
| Kingfisher Holding, L.P. | General Partner | 06/2019 | |
| Warburg Pincus Financial Sector, L.P. | Indirect Owner | 06/2019 | > 75% |
