| Owner | Title | From | %Ownership |
|---|---|---|---|
| Dempsey, Michael, Anthony | Member and Financial Advisor | 01/2012 | 5-10% |
| Miller, Robert, Conover | Member and Chief Compliance Officer | 01/2008 | 25-50% |
| Kumph, Michael, Paull | Managing Member and Financial Advisor | 01/2008 | 25-50% |
| Quinn, Patricia, Ann | Member and Financial Advisor | 01/2008 | 5-10% |
| Larina, Anna, V | Member and Office Administrator | 01/2012 | 5-10% |
| Bonasera, Louis, Carl | Member and Financial Advisor | 01/2008 | 5-10% |
| Brand, Dianne | Member and Financial Advisor | 01/2019 | < 5% |
| Choquette, Janet | Member and Tax Accountant | 01/2023 | < 5% |
| Cormier, Ngoc, Nguyen | Member and Office Administrator | 01/2012 | < 5% |
| Woodhouse, Susan, Irene | Member and Office Administrator | 01/2008 | < 5% |
| Deslauriers, LUCAS | Member and Financial Advisor | 01/2023 | < 5% |
