| Owner | Title | From | %Ownership |
|---|---|---|---|
| GWP Advisory Services, LLC. | Holding Company | 01/2021 | > 75% |
| Hudson, Robert, Paul | Chairman & Managing Member | 05/2015 | < 5% |
| Frick, Richard, Edward | Chief Executive Officer | 01/2021 | < 5% |
| Brothers, Keith, Thomas | Chief Operating Officer | 01/2021 | < 5% |
| Rich, David, Sean | Chief Compliance Officer | 04/2021 | < 5% |
| Slomin, Robert, Paul | Chief Risk Officer | 06/2017 | < 5% |
| Bonocore, Kristopher | President | 01/2021 | < 5% |
| Marchetti, Philip, Anthony | Director | 01/2021 | < 5% |
| Herlein, James | Chief Financial Officer | 12/2021 | < 5% |
| Kessler, Craig, Adam | Chief Investment Officer | 12/2020 | < 5% |
| Integrity Marketing Partners, LLC. | Shareholder | 10/2022 | > 75% |
| Integrity Marketing Acquisition, LLC. | Shareholder | 10/2022 | > 75% |
| Integrity Marketing Intermediate, LLC. | Shareholder | 10/2022 | > 75% |
| Integrity Marketing Parent, LLC. | Shareholder | 10/2022 | > 75% |
| Integrity Marketing Group, LLC. | Shareholder | 10/2022 | > 75% |
