| Owner | Title | From | %Ownership |
|---|---|---|---|
| Lightner, David, Alan | CEO | 09/2018 | > 75% |
| Maclaren, Lauren, Irene | Partner | 02/2019 | < 5% |
| Journey Wealth Management | Owner | 01/2021 | 25-50% |
| Gliha, Terence, James | Partner | 01/2021 | 25-50% |
| Franz, Peter, R | Partner | 01/2021 | 25-50% |
| Maclaren, Lauren, Irene | Partner | 01/2021 | 25-50% |
| Higgins, Roseann | Chief Compliance Officer | 10/2021 | < 5% |
