| Owner | Title | From | %Ownership |
|---|---|---|---|
| Colby, Austin, Brant | Owner / Financial Planner | 01/2021 | > 75% |
| Colby, Adam, Frank | CFO / Chief Compliance Officer | 01/2021 | 5-10% |
| Earl, Michael, Karl | Director of Wealth | 07/2022 | 5-10% |
| Merritt, Karie, Renee | Director of Client Services | 07/2022 | < 5% |
