| Owner | Title | From | %Ownership |
|---|---|---|---|
| Kehoe, Thomas, Dennis | Managing Director, Wealth Manager | 02/2018 | < 5% |
| Hefty, Stacy, Elaine | President | 02/2018 | < 5% |
| Hefty, David, Wayne | Chief Executive Officer | 02/2018 | < 5% |
| Lockwood, Douglas, Edward | Branch Officer, Wealth Manager | 02/2018 | < 5% |
| Byzyka, Edison | Chief Investment Officer | 02/2018 | < 5% |
| Lockwood, Angela, Marie | Chief Transformation Officer | 02/2018 | < 5% |
| Hefty Wealth Partners | Managing Member | 04/2018 | 25-50% |
| Oak Point Financial Group | Member | 04/2018 | 10-25% |
| Kehoe, Thomas, Dennis | Director | 02/2018 | 50-75% |
| David W. Hefty Living Trust Uta Dated December 6, 2011 | Member | 03/2018 | 25-50% |
| Stacy E. Hefty Living Trust Uta Dated December 6, 2011 | Member | 04/2018 | 25-50% |
| Hefty, David, Wayne | Trustee | 12/2011 | |
| Hefty, Stacy, Elaine | Trustee | 12/2011 | |
| Lipper, Christopher, Joel | Managing Director/wealth Manager | 10/2018 | < 5% |
| CPF Texas | Member | 10/2018 | 10-25% |
| Wessley, Brian | Chief Talent Officer | 05/2020 | < 5% |
| Lipper, Christopher, Joel | Member | 10/2018 | 25-50% |
| Osting, Kyle, Brandon | Chief Compliance Officer, General Counsel | 06/2022 | < 5% |
| Personal Wealth Partners, LLC | Member | 06/2022 | 5-10% |
| Steichen, Daniel, Edward | Member | 06/2022 | > 75% |
