| Owner | Title | From | %Ownership |
|---|---|---|---|
| Dagg, Ann, Molloy | Wealth Management Advisor/member | 04/2022 | 10-25% |
| Mooberry, Philip, Andrew | Managing Director/principal/managing Member | 01/2013 | 50-75% |
| Hobbs, Brett, Collin | Chief Compliance Officer / Chief Operating Officer | 01/2020 | < 5% |
| Taylor, Todd, Eugene | Wealth Management Advisor / Member | 12/2021 | 10-25% |
| Rice, Curtis, Leon | Member | 08/2022 | 5-10% |
