| Owner | Title | From | %Ownership |
|---|---|---|---|
| Wilding, James, Austin | President and Secretary | 02/2021 | < 5% |
| Weimer, Gregory, Joseph | Chief Executive Officer | 02/2021 | < 5% |
| Weimer, Gregory, Joseph | Chief Operating Officer | 10/2021 | < 5% |
| Confluence Financial Partners | Managing Member/shareholder | 10/2021 | > 75% |
| Weimer, Gregory, Joseph | Shareholder | 11/2013 | 50-75% |
| Wilding, James, Austin | Shareholder | 11/2013 | 25-50% |
| THORNHILL, KATHLEEN, Ann | Chief Compliance Officer | 07/2022 | < 5% |
