| Owner | Title | From | %Ownership |
|---|---|---|---|
| Carey, Bryce, P | Chief Compliance Officer | 10/2022 | < 5% |
| Veritas Planned Capital, Inc. | Member | 04/2013 | 25-50% |
| BPCB Wealth Planning, Inc. | Member | 01/2021 | 25-50% |
| Garsin Wealth Management, Inc. | Member | 01/2021 | 25-50% |
| Carey, Bryce, P | President | 01/2021 | > 75% |
| Bradley, H. Robert | President | 01/2009 | > 75% |
| Garsin, Eric, Marc | President | 01/2021 | > 75% |
