| Owner | Title | From | %Ownership |
|---|---|---|---|
| Allen, Joshua, Richard | Member, Owner and Investment Advisor Representative | 11/2016 | 25-50% |
| Susi, Phillip, Joseph | Member, Owner and Investment Advisor Representative | 11/2016 | 25-50% |
| Bervig, Philip, Hunter | Owner & Investment Adviser Representative | 03/2020 | 25-50% |
| Allen, Branda, Rhae | Owner & Chief Compliance Officer | 03/2020 | 10-25% |
| McCleese, Matthew, Ryan | Director of Compliance | 10/2022 | < 5% |
