| Owner | Title | From | %Ownership |
|---|---|---|---|
| Bainbridge, Jerry, Lee | Owner/ceo | 11/1980 | 10-25% |
| Bainbridge, Fay, Ellen | Treasurer/secretary/owner | 06/1987 | 10-25% |
| Schoonover, Bridget, Lee | Owner | 01/1998 | 5-10% |
| Oldham, Joel, Gordon | Senior Vice President/owner | 01/2005 | 10-25% |
| Leeming, John, Brewster | President/chief Compliance Officer/owner | 03/2018 | 10-25% |
| Thompson, David, Ryan | Vice President/owner | 06/2017 | < 5% |
| Schoonover, Angela | Owner | 01/1998 | < 5% |
| Schoonover, Bethany | Owner | 01/1998 | < 5% |
| Chauvel, Jennifer | Client Services/compliance Manager/owner | 01/2016 | < 5% |
| Schoonover, Charles | Owner | 01/1998 | < 5% |
| Chueka, Danielle, Ambrosio | Client Services Representative | 05/2021 | < 5% |
| Burset, Marissa, Lee | Family Wealth Manager | 12/2019 | < 5% |
