| Owner | Title | From | %Ownership |
|---|---|---|---|
| Cazares, Elsa | Member | 05/2018 | |
| Outlook Wealth Financial Services, LLC | Owner | 05/2018 | > 75% |
| Cazares, Elsa | Chief Compliance Officer | 05/2018 | < 5% |
| Neuenschwander, Michael, Allen | Member | 05/2018 | 25-50% |
| Neuenschwander, Michael, Allen | Vice President | 05/2018 | < 5% |
| Neuenschwander, James, Allen | President | 05/2018 | < 5% |
| Neuenschwander, James, Allen | Managing Member | 05/2018 | 50-75% |
