| Owner | Title | From | %Ownership |
|---|---|---|---|
| Huber, David, Joseph | Chief Executive Officer | 04/2013 | 50-75% |
| Doyle, Joseph, Peter | Wealth Advisor | 07/2009 | 5-10% |
| Morrison, Robert, Earl | President | 07/2013 | 10-25% |
| Huber, Philip, Robert | Chief Investment Officer | 05/2015 | < 5% |
| Witt, Robert, James | Wealth Advisor | 08/2007 | < 5% |
| Cruickshank, Edward, Hunter | Wealth Advisor | 08/2004 | < 5% |
| Baer, Margaret | Chief Compliance Officer | 03/2018 | < 5% |
