| Owner | Title | From | %Ownership |
|---|---|---|---|
| Connelly, David, Edward | Manager | 09/2013 | < 5% |
| Sweeny, Patrick, Adam | Manager | 09/2013 | < 5% |
| Richards, Timothy, Edward | CCO | 02/2019 | < 5% |
| Richter, Edward, Stuart | Senior Financial Advisor/member | 10/2016 | < 5% |
| Siegel, Harvey | Senior Financial Advisor/member | 10/2016 | < 5% |
| Terranova, Ann, Jennie | Senior Financial Advisor/member | 10/2019 | < 5% |
| Strategic Investment Holdings, LLC | Direct Owner/entity | 01/2019 | 50-75% |
| Connelly, David, Edward | Manager/member | 09/2013 | |
| Sweeny, Patrick, Adam | Manager/member | 09/2013 | |
| Bacon, Diana, Lynn | Senior Financial Advisor/member | 01/2020 | < 5% |
| Ewart, Mitchell, Jon | Financial Advisor/member | 10/2020 | < 5% |
| Cock, Thomas, Charles | Regional Director/member | 10/2020 | < 5% |
| Mcdonald, Donald, Anderson | Education Director/member | 10/2020 | < 5% |
| Calandra, Phillip, Arnold | Senior Financial Advisor/member | 04/2021 | < 5% |
| Project Bravo Acquisition, LLC | Partner | 10/2021 | 25-50% |
| WPCG Apella, LLC | Member | 10/2021 | 25-50% |
| Catapult Investments, LLC | Member | 10/2021 | 50-75% |
| Drake, Taylor, Evan | Senior Financial Advisor/member | 01/2022 | < 5% |
| Carlson, Laura | Tax Manager/member | 07/2022 | < 5% |
| Nemetz, Stacie, Renae | Senior Financial Advisor/member | 07/2022 | < 5% |
| Martin, Robert | Co-president | 08/2022 | < 5% |
| Scanlan, James, John | Co-president | 08/2022 | < 5% |
