| Owner | Title | From | %Ownership |
|---|---|---|---|
| Kershner, Eugene, Gerald | Member | 11/1999 | < 5% |
| Odyssey Advisors, Inc. | Member | 01/2005 | 25-50% |
| Collard, Mark, Patrick | Managing Member | 01/2005 | > 75% |
| Landmark Wealth Advisors, LLC | Member | 11/2011 | 25-50% |
| Chiampou Travis Besaw & Kershner LLP | Member | 11/2011 | 10-25% |
| Laible, Brian, K | Managing Member | 11/2011 | > 75% |
| Kaplan, Joshua, J | Chief Compliance Officer | 01/2018 | < 5% |
