| Owner | Title | From | %Ownership |
|---|---|---|---|
| Salvino, Thomas, John | Chief Executive Officer, Wealth Manager, Managing Member | 01/2021 | 50-75% |
| Salvino, John, Paul | President, Chief Financial Officer, Wealth Manager, and Managing Member | 01/2021 | 25-50% |
| Gough, Ryan, William | Chief Operating Offer and Chief Compliance Officer | 02/2021 | < 5% |
