| Owner | Title | From | %Ownership |
|---|---|---|---|
| Kesler Wealth Management Inc | Owner | 03/2020 | 25-50% |
| Norman Wealth Management Inc | Owner | 03/2020 | 25-50% |
| DJW Financial Advisors Inc | Owner | 03/2020 | 25-50% |
| Wride, Darcy, Jones | Managing Member | 03/2020 | < 5% |
| Wride, Darcy, Jones | Owner of DJW Financial Advisors Inc | 03/2020 | > 75% |
| Kesler, Kevin, Clark | Owner of Kesler Wealth Management Inc | 03/2020 | > 75% |
| Norman, Paul, M. | Owner of Norman Wealth Management Inc | 03/2020 | > 75% |
| Kesler, Kevin, Clark | Managing Member | 03/2020 | < 5% |
| Norman, Paul, M. | Managing Member | 03/2020 | < 5% |
| Smith, Garrett, Gill | Chief Compliance Officer | 11/2020 | < 5% |
