| Owner | Title | From | %Ownership |
|---|---|---|---|
| Mulcahy, Michael, Dennis | Managing Member/chief Compliance Officer | 05/2015 | > 75% |
| Mulcahy, Michael, Dennis | Vice President | 02/2021 | 5-10% |
| Laughter, Juliann | Manager, Office and Administration | 12/2016 | < 5% |
| Mulcahy, Macey, Linda | Manager, Client Services and Communications | 01/2020 | < 5% |
| Tipton, Mathew, Jefferson | Advisor | 02/2021 | < 5% |
| Helbig, Kanen, Pierce | Vice President | 02/2021 | 5-10% |
