THE RETIREMENT PLANNING GROUP, LLC
CRD #129625 SEC #801-62655 LEAWOOD, KS 913-498-8898
SEC Registered
Total AUM
$4B
Discretionary
$3.9B
Employees
58
Clients
--
Accounts
12,295
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 2, 2025
- Branch Offices
- 11
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BARLING, ALEXIS, DIANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BARLING, ALEXIS, DIANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BARLING, ALEXIS, DIANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BARLING, ALEXIS, DIANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BARLING, ALEXIS, DIANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BARLING, ALEXIS, DIANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BARLING, ALEXIS, DIANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BARLING, ALEXIS, DIANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BARLING, ALEXIS, DIANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BARLING, ALEXIS, DIANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BARLING, ALEXIS, DIANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BARLING, ALEXIS, DIANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BARLING, ALEXIS, DIANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BARLING, ALEXIS, DIANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BARLING, ALEXIS, DIANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BARLING, ALEXIS, DIANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BARLING, ALEXIS, DIANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BARLING, ALEXIS, DIANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BARLING, ALEXIS, DIANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BARLING, ALEXIS, DIANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BARLING, ALEXIS, DIANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BARLING, ALEXIS, DIANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BARLING, ALEXIS, DIANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BARLING, ALEXIS, DIANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BARLING, ALEXIS, DIANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BARLING, ALEXIS, DIANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BARLING, ALEXIS, DIANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BARLING, ALEXIS, DIANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BARLING, ALEXIS, DIANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BARLING, ALEXIS, DIANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BARLING, ALEXIS, DIANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BARLING, ALEXIS, DIANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BARLING, ALEXIS, DIANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BARLING, ALEXIS, DIANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BARLING, ALEXIS, DIANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BARLING, ALEXIS, DIANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BARLING, ALEXIS, DIANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BARLING, ALEXIS, DIANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BARLING, ALEXIS, DIANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BARLING, ALEXIS, DIANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BARLING, ALEXIS, DIANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BARLING, ALEXIS, DIANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BARLING, ALEXIS, DIANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BARLING, ALEXIS, DIANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BARLING, ALEXIS, DIANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BARLING, ALEXIS, DIANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BARLING, ALEXIS, DIANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BARLING, ALEXIS, DIANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BARLING, ALEXIS, DIANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BARLING, ALEXIS, DIANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BARLING, ALEXIS, DIANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BARLING, ALEXIS, DIANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BARLING, ALEXIS, DIANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BARLING, ALEXIS, DIANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BARLING, ALEXIS, DIANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BOLING, TOM, S | I | FINANCIAL ADVISOR | NA | |
| BOLING, TOM, S | I | FINANCIAL ADVISOR | NA | |
| BOLING, TOM, S | I | FINANCIAL ADVISOR | NA | |
| BOLING, TOM, S | I | VICE PRESIDENT & FINANCIAL ADVISOR | NA | |
| BOLING, TOM, S | I | VICE PRESIDENT & FINANCIAL ADVISOR | NA | |
| BOLING, TOM, S | I | FINANCIAL ADVISOR | NA | |
| BOLING, TOM, S | I | VICE PRESIDENT & FINANCIAL ADVISOR | NA | |
| BOLING, TOM, S | I | VICE PRESIDENT & FINANCIAL ADVISOR | NA | |
| BOLING, TOM, S | I | VICE PRESIDENT & FINANCIAL ADVISOR | NA | |
| BOLING, TOM, S | I | VICE PRESIDENT & FINANCIAL ADVISOR | NA | |
| BOLING, TOM, S | I | VICE PRESIDENT & FINANCIAL ADVISOR | NA | |
| BOLING, TOM, S | I | CHIEF INVESTMENT OFFICER & FINANCIAL ADVISOR | NA | Control |
| BOLING, TOM, S | I | VICE PRESIDENT & FINANCIAL ADVISOR | NA | |
| BOLING, TOM, S | I | VICE PRESIDENT & FINANCIAL ADVISOR | NA | |
| BOLING, TOM, S | I | CHIEF INVESTMENT OFFICER & FINANCIAL ADVISOR | NA | Control |
| BOLING, TOM, S | I | VICE PRESIDENT & FINANCIAL ADVISOR | NA | |
| BOLING, TOM, S | I | VICE PRESIDENT & FINANCIAL ADVISOR | NA | |
| BOLING, TOM, S | I | VICE PRESIDENT & FINANCIAL ADVISOR | NA | |
| BOLING, TOM, S | I | VICE PRESIDENT & FINANCIAL ADVISOR | NA | |
| BOUFFARD, CHRISTOPHER, M | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BOUFFARD, CHRISTOPHER, M | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BOUFFARD, CHRISTOPHER, M | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BOUFFARD, CHRISTOPHER, M | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BOUFFARD, CHRISTOPHER, M | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BOUFFARD, CHRISTOPHER, M | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BOUFFARD, CHRISTOPHER, M | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BOUFFARD, CHRISTOPHER, M | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BOUFFARD, CHRISTOPHER, M | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BOUFFARD, CHRISTOPHER, M | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BOUFFARD, CHRISTOPHER, M | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BOUFFARD, CHRISTOPHER, M | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BOUFFARD, CHRISTOPHER, M | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BOUFFARD, CHRISTOPHER, M | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BOUFFARD, CHRISTOPHER, M | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BOUFFARD, CHRISTOPHER, M | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BOUFFARD, CHRISTOPHER, M | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BOUFFARD, CHRISTOPHER, M | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BOUFFARD, CHRISTOPHER, M | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BOUFFARD, CHRISTOPHER, M | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BOUFFARD, CHRISTOPHER, M | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BOUFFARD, CHRISTOPHER, M | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BOUFFARD, CHRISTOPHER, M | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BOUFFARD, CHRISTOPHER, M | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BOUFFARD, CHRISTOPHER, M | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BOUFFARD, CHRISTOPHER, M | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BOUFFARD, CHRISTOPHER, M | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BOUFFARD, CHRISTOPHER, M | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BOUFFARD, CHRISTOPHER, M | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BOUFFARD, CHRISTOPHER, M | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BOUFFARD, CHRISTOPHER, M | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BOUFFARD, CHRISTOPHER, M | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BOUFFARD, CHRISTOPHER, M | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BOUFFARD, CHRISTOPHER, M | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BOUFFARD, CHRISTOPHER, M | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BOUFFARD, CHRISTOPHER, M | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BOUFFARD, CHRISTOPHER, M | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BOUFFARD, CHRISTOPHER, M | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BURCHARD, MICHELLE, RENEE | I | DIRECTOR OF HR & CLIENT SERVICES | NA | Control |
| BURCHARD, MICHELLE, RENEE | I | DIRECTOR OF HR & CLIENT SERVICES | NA | Control |
| BURCHARD, MICHELLE, RENEE | I | DIRECTOR OF HR & CLIENT SERVICES | NA | Control |
| BURCHARD, MICHELLE, RENEE | I | DIRECTOR OF HR & CLIENT SERVICES | NA | Control |
| BURCHARD, MICHELLE, RENEE | I | DIRECTOR OF HR & CLIENT SERVICES | NA | Control |
| BURCHARD, MICHELLE, RENEE | I | DIRECTOR OF HR & CLIENT SERVICES | NA | Control |
| BURCHARD, MICHELLE, RENEE | I | DIRECTOR OF HR & CLIENT SERVICES | NA | Control |
| BURCHARD, MICHELLE, RENEE | I | DIRECTOR OF HR & CLIENT SERVICES | NA | Control |
| BURCHARD, MICHELLE, RENEE | I | DIRECTOR OF HR & CLIENT SERVICES | NA | Control |
| BURCHARD, MICHELLE, RENEE | I | DIRECTOR OF HR & CLIENT SERVICES | NA | Control |
| BURCHARD, MICHELLE, RENEE | I | DIRECTOR OF HR & CLIENT SERVICES | NA | Control |
| BURCHARD, MICHELLE, RENEE | I | DIRECTOR OF HR & CLIENT SERVICES | NA | Control |
| BURCHARD, MICHELLE, RENEE | I | DIRECTOR OF HR & CLIENT SERVICES | NA | Control |
| BURCHARD, MICHELLE, RENEE | I | DIRECTOR OF HR & CLIENT SERVICES | NA | Control |
| BURCHARD, MICHELLE, RENEE | I | DIRECTOR OF HR & CLIENT SERVICES | NA | Control |
| BURCHARD, MICHELLE, RENEE | I | DIRECTOR OF HR & CLIENT SERVICES | NA | Control |
| BURCHARD, MICHELLE, RENEE | I | DIRECTOR OF HR & CLIENT SERVICES | NA | Control |
| BURCHARD, MICHELLE, RENEE | I | DIRECTOR OF HR & CLIENT SERVICES | NA | Control |
| BURCHARD, MICHELLE, RENEE | I | DIRECTOR OF HR & CLIENT SERVICES | NA | Control |
| BURCHARD, MICHELLE, RENEE | I | DIRECTOR OF HR & CLIENT SERVICES | NA | Control |
| BURCHARD, MICHELLE, RENEE | I | DIRECTOR OF HR & CLIENT SERVICES | NA | Control |
| BURCHARD, MICHELLE, RENEE | I | DIRECTOR OF HR & CLIENT SERVICES | NA | Control |
| BURCHARD, MICHELLE, RENEE | I | DIRECTOR OF HR & CLIENT SERVICES | NA | Control |
| BURCHARD, MICHELLE, RENEE | I | DIRECTOR OF HR & CLIENT SERVICES | NA | Control |
| BURCHARD, MICHELLE, RENEE | I | DIRECTOR OF HR & CLIENT SERVICES | NA | Control |
| CONARD, KEVIN, MORRIS | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| CONARD, KEVIN, MORRIS | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| CONARD, KEVIN, MORRIS | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| CONARD, KEVIN, MORRIS | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| CONARD, KEVIN, MORRIS | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| CONARD, KEVIN, MORRIS | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| CONARD, KEVIN, MORRIS | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| CONARD, KEVIN, MORRIS | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| CONARD, KEVIN, MORRIS | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| CONARD, KEVIN, MORRIS | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| CONARD, KEVIN, MORRIS | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| CONARD, KEVIN, MORRIS | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| CONARD, KEVIN, MORRIS | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| CONARD, KEVIN, MORRIS | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| CONARD, KEVIN, MORRIS | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| CONARD, KEVIN, MORRIS | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| CONARD, KEVIN, MORRIS | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| CONARD, KEVIN, MORRIS | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| CONARD, KEVIN, MORRIS | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| CONARD, KEVIN, MORRIS | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| CONARD, KEVIN, MORRIS | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| CONARD, KEVIN, MORRIS | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| CONARD, KEVIN, MORRIS | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| CONARD, KEVIN, MORRIS | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| CONARD, KEVIN, MORRIS | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| COSTELLO, JENNIFER, ANN | I | SECRETARY | NA | |
| COSTELLO, JENNIFER, ANN | I | SECRETARY | NA | |
| COSTELLO, JENNIFER, ANN | I | SECRETARY | NA | |
| COSTELLO, JENNIFER, ANN | I | SECRETARY | NA | |
| COSTELLO, JENNIFER, ANN | I | SECRETARY | NA | |
| COSTELLO, JENNIFER, ANN | I | SECRETARY | NA | |
| COSTELLO, JENNIFER, ANN | I | SECRETARY | NA | |
| COSTELLO, JENNIFER, ANN | I | SECRETARY | NA | |
| COSTELLO, JENNIFER, ANN | I | SECRETARY | NA | |
| COSTELLO, JENNIFER, ANN | I | SECRETARY | NA | |
| COSTELLO, JENNIFER, ANN | I | SECRETARY | NA | |
| COSTELLO, JENNIFER, ANN | I | SECRETARY | NA | |
| COSTELLO, JENNIFER, ANN | I | SECRETARY | NA | |
| COSTELLO, JENNIFER, ANN | I | SECRETARY | NA | |
| COSTELLO, JENNIFER, ANN | I | SECRETARY | NA | |
| COSTELLO, JENNIFER, ANN | I | SECRETARY | NA | |
| COSTELLO, JENNIFER, ANN | I | SECRETARY | NA | |
| COSTELLO, JENNIFER, ANN | I | SECRETARY | NA | |
| COSTELLO, JENNIFER, ANN | I | SECRETARY | NA | |
| COSTELLO, JENNIFER, ANN | I | SECRETARY | NA | |
| COSTELLO, JENNIFER, ANN | I | SECRETARY | NA | |
| COSTELLO, JENNIFER, ANN | I | SECRETARY | NA | |
| COSTELLO, JENNIFER, ANN | I | SECRETARY | NA | |
| COSTELLO, JENNIFER, ANN | I | SECRETARY | NA | |
| COSTELLO, JENNIFER, ANN | I | SECRETARY | NA | |
| COSTELLO, JENNIFER, ANN | I | SECRETARY | NA | |
| COSTELLO, JENNIFER, ANN | I | SECRETARY | NA | |
| COSTELLO, JENNIFER, ANN | I | SECRETARY | NA | |
| COSTELLO, JENNIFER, ANN | I | SECRETARY | NA | |
| COSTELLO, JENNIFER, ANN | I | SECRETARY | NA | |
| COSTELLO, JENNIFER, ANN | I | SECRETARY | NA | |
| COSTELLO, JENNIFER, ANN | I | SECRETARY | NA | |
| COSTELLO, JENNIFER, ANN | I | SECRETARY | NA | |
| COSTELLO, JENNIFER, ANN | I | SECRETARY | NA | |
| COSTELLO, JENNIFER, ANN | I | SECRETARY | NA | |
| COSTELLO, RYAN, PATRICK | I | VICE PRESIDENT/CHIEF FINANCIAL OFFICER | NA | |
| COSTELLO, RYAN, PATRICK | I | VICE PRESIDENT/CHIEF FINANCIAL OFFICER | NA | |
| COSTELLO, RYAN, PATRICK | I | VICE PRESIDENT/CHIEF FINANCIAL OFFICER | NA | |
| COSTELLO, RYAN, PATRICK | I | VICE PRESIDENT/CHIEF FINANCIAL OFFICER | NA | |
| COSTELLO, RYAN, PATRICK | I | VICE PRESIDENT/CHIEF FINANCIAL OFFICER | NA | |
| COSTELLO, RYAN, PATRICK | I | VICE PRESIDENT/CHIEF FINANCIAL OFFICER | NA | |
| COSTELLO, RYAN, PATRICK | I | VICE PRESIDENT/CHIEF FINANCIAL OFFICER | NA | |
| COSTELLO, RYAN, PATRICK | I | VICE PRESIDENT/CHIEF FINANCIAL OFFICER | NA | |
| COSTELLO, RYAN, PATRICK | I | VICE PRESIDENT/CHIEF FINANCIAL OFFICER | NA | |
| COSTELLO, RYAN, PATRICK | I | VICE PRESIDENT/CHIEF FINANCIAL OFFICER | NA | |
| COSTELLO, RYAN, PATRICK | I | VICE PRESIDENT/CHIEF FINANCIAL OFFICER | NA | |
| COSTELLO, RYAN, PATRICK | I | VICE PRESIDENT/CHIEF FINANCIAL OFFICER | NA | |
| COSTELLO, RYAN, PATRICK | I | VICE PRESIDENT/CHIEF FINANCIAL OFFICER | NA | |
| COSTELLO, RYAN, PATRICK | I | VICE PRESIDENT/CHIEF FINANCIAL OFFICER | NA | |
| COSTELLO, RYAN, PATRICK | I | VICE PRESIDENT/CHIEF FINANCIAL OFFICER | NA | |
| COSTELLO, RYAN, PATRICK | I | VICE PRESIDENT | NA | |
| COSTELLO, RYAN, PATRICK | I | VICE PRESIDENT | NA | |
| COSTELLO, RYAN, PATRICK | I | VICE PRESIDENT/CHIEF FINANCIAL OFFICER | NA | |
| COSTELLO, RYAN, PATRICK | I | VICE PRESIDENT/CHIEF FINANCIAL OFFICER | NA | |
| COSTELLO, RYAN, PATRICK | I | VICE PRESIDENT/CHIEF FINANCIAL OFFICER | NA | Control |
| COSTELLO, RYAN, PATRICK | I | VICE PRESIDENT/CHIEF FINANCIAL OFFICER | NA | |
| COSTELLO, RYAN, PATRICK | I | VICE PRESIDENT/CHIEF FINANCIAL OFFICER | NA | |
| COSTELLO, RYAN, PATRICK | I | VICE PRESIDENT/CHIEF FINANCIAL OFFICER | NA | Control |
| COSTELLO, RYAN, PATRICK | I | VICE PRESIDENT/CHIEF FINANCIAL OFFICER | NA | Control |
| COSTELLO, RYAN, PATRICK | I | VICE PRESIDENT/CHIEF FINANCIAL OFFICER | NA | Control |
| COSTELLO, RYAN, PATRICK | I | VICE PRESIDENT/CHIEF FINANCIAL OFFICER | NA | |
| COSTELLO, RYAN, PATRICK | I | VICE PRESIDENT/CHIEF FINANCIAL OFFICER | NA | Control |
| COSTELLO, RYAN, PATRICK | I | VICE PRESIDENT/CHIEF FINANCIAL OFFICER | NA | Control |
| COSTELLO, RYAN, PATRICK | I | VICE PRESIDENT/CHIEF FINANCIAL OFFICER | NA | Control |
| COSTELLO, RYAN, PATRICK | I | VICE PRESIDENT/CHIEF FINANCIAL OFFICER | NA | |
| COSTELLO, RYAN, PATRICK | I | VICE PRESIDENT/CHIEF FINANCIAL OFFICER | NA | Control |
| COSTELLO, RYAN, PATRICK | I | VICE PRESIDENT/CHIEF FINANCIAL OFFICER | NA | |
| COSTELLO, RYAN, PATRICK | I | VICE PRESIDENT/CHIEF FINANCIAL OFFICER | NA | |
| COSTELLO, RYAN, PATRICK | I | VICE PRESIDENT/CHIEF FINANCIAL OFFICER | NA | Control |
| COSTELLO, RYAN, PATRICK | I | VICE PRESIDENT/CHIEF FINANCIAL OFFICER | NA | Control |
| COSTELLO, RYAN, PATRICK | I | PRESIDENT/CHIEF FINANCIAL OFFICER | NA | Control |
| COSTELLO, RYAN, PATRICK | I | PRESIDENT/CHIEF FINANCIAL OFFICER | NA | Control |
| COSTELLO, RYAN, PATRICK | I | PRESIDENT/CHIEF FINANCIAL OFFICER | NA | Control |
| COSTELLO, RYAN, PATRICK | I | PRESIDENT/CHIEF FINANCIAL OFFICER | NA | Control |
| COSTELLO, RYAN, PATRICK | I | PRESIDENT/CHIEF FINANCIAL OFFICER | NA | Control |
| COSTELLO, RYAN, PATRICK | I | PRESIDENT/CHIEF FINANCIAL OFFICER | NA | Control |
| COSTELLO, RYAN, PATRICK | I | PRESIDENT/CHIEF FINANCIAL OFFICER | NA | Control |
| COSTELLO, RYAN, PATRICK | I | PRESIDENT/CHIEF FINANCIAL OFFICER | NA | Control |
| COSTELLO, RYAN, PATRICK | I | PRESIDENT/CHIEF FINANCIAL OFFICER | NA | Control |
| COSTELLO, RYAN, PATRICK | I | PRESIDENT/CHIEF FINANCIAL OFFICER | NA | Control |
| COSTELLO, RYAN, PATRICK | I | PRESIDENT/CHIEF FINANCIAL OFFICER | NA | Control |
| COSTELLO, RYAN, PATRICK | I | PRESIDENT/CHIEF FINANCIAL OFFICER | NA | Control |
| COSTELLO, RYAN, PATRICK | I | PRESIDENT/CHIEF FINANCIAL OFFICER | NA | Control |
| COSTELLO, RYAN, PATRICK | I | PRESIDENT/CHIEF FINANCIAL OFFICER | NA | Control |
| COSTELLO, RYAN, PATRICK | I | PRESIDENT/CHIEF FINANCIAL OFFICER | NA | Control |
| COSTELLO, RYAN, PATRICK | I | PRESIDENT/CHIEF FINANCIAL OFFICER | NA | Control |
| COSTELLO, RYAN, PATRICK | I | PRESIDENT/CHIEF FINANCIAL OFFICER | NA | Control |
| COSTELLO, RYAN, PATRICK | I | PRESIDENT/CHIEF FINANCIAL OFFICER | NA | Control |
| COSTELLO, RYAN, PATRICK | I | PRESIDENT | NA | Control |
| COSTELLO, RYAN, PATRICK | I | PRESIDENT | NA | Control |
| COSTELLO, RYAN, PATRICK | I | PRESIDENT | NA | Control |
| COSTELLO, RYAN, PATRICK | I | PRESIDENT | NA | Control |
| COSTELLO, RYAN, PATRICK | I | PRESIDENT | NA | Control |
| COSTELLO, RYAN, PATRICK | I | PRESIDENT | NA | Control |
| COSTELLO, RYAN, PATRICK | I | PRESIDENT | NA | Control |
| COSTELLO, RYAN, PATRICK | I | PRESIDENT | NA | Control |
| COSTELLO, RYAN, PATRICK | I | PRESIDENT | NA | Control |
| COSTELLO, RYAN, PATRICK | I | PRESIDENT | NA | Control |
| COSTELLO, RYAN, PATRICK | I | PRESIDENT | NA | Control |
| COSTELLO, RYAN, PATRICK | I | PRESIDENT | NA | Control |
| COSTELLO, RYAN, PATRICK | I | PRESIDENT | NA | Control |
| COSTELLO, RYAN, PATRICK | I | PRESIDENT | NA | Control |
| COSTELLO, RYAN, PATRICK | I | PRESIDENT | NA | Control |
| COSTELLO, RYAN, PATRICK | I | PRESIDENT | NA | Control |
| COSTELLO, RYAN, PATRICK | I | PRESIDENT | NA | Control |
| COSTELLO, RYAN, PATRICK | I | PRESIDENT | NA | Control |
| COSTELLO, RYAN, PATRICK | I | PRESIDENT | NA | Control |
| COSTELLO, RYAN, PATRICK | I | PRESIDENT | NA | Control |
| COSTELLO, RYAN, PATRICK | I | PRESIDENT | NA | Control |
| COSTELLO, RYAN, PATRICK | I | PRESIDENT | NA | Control |
| COSTELLO, RYAN, PATRICK | I | PRESIDENT | NA | Control |
| COSTELLO, RYAN, PATRICK | I | PRESIDENT | NA | Control |
| COSTELLO, RYAN, PATRICK | I | PRESIDENT | NA | Control |
| CROWTHER, LUKE, AARON | I | DIRECTOR OF TAX | NA | Control |
| CROWTHER, LUKE, AARON | I | DIRECTOR OF TAX | NA | Control |
| CROWTHER, LUKE, AARON | I | DIRECTOR OF TAX | NA | Control |
| CROWTHER, LUKE, AARON | I | DIRECTOR OF TAX | NA | Control |
| CROWTHER, LUKE, AARON | I | DIRECTOR OF TAX | NA | Control |
| CROWTHER, LUKE, AARON | I | DIRECTOR OF TAX | NA | Control |
| CROWTHER, LUKE, AARON | I | DIRECTOR OF TAX | NA | Control |
| CROWTHER, LUKE, AARON | I | DIRECTOR OF TAX | NA | Control |
| CROWTHER, LUKE, AARON | I | DIRECTOR OF TAX | NA | Control |
| CROWTHER, LUKE, AARON | I | DIRECTOR OF TAX | NA | Control |
| CROWTHER, LUKE, AARON | I | DIRECTOR OF TAX | NA | Control |
| CROWTHER, LUKE, AARON | I | DIRECTOR OF TAX | NA | Control |
| CROWTHER, LUKE, AARON | I | DIRECTOR OF TAX | NA | Control |
| CROWTHER, LUKE, AARON | I | DIRECTOR OF TAX | NA | Control |
| CROWTHER, LUKE, AARON | I | DIRECTOR OF TAX | NA | Control |
| CROWTHER, LUKE, AARON | I | DIRECTOR OF TAX | NA | Control |
| CROWTHER, LUKE, AARON | I | DIRECTOR OF TAX | NA | Control |
| CROWTHER, LUKE, AARON | I | DIRECTOR OF TAX | NA | Control |
| CROWTHER, LUKE, AARON | I | DIRECTOR OF TAX | NA | Control |
| CROWTHER, LUKE, AARON | I | DIRECTOR OF TAX | NA | Control |
| CROWTHER, LUKE, AARON | I | DIRECTOR OF TAX | NA | Control |
| CROWTHER, LUKE, AARON | I | DIRECTOR OF TAX | NA | Control |
| CROWTHER, LUKE, AARON | I | DIRECTOR OF TAX | NA | Control |
| CROWTHER, LUKE, AARON | I | DIRECTOR OF TAX | NA | Control |
| CROWTHER, LUKE, AARON | I | DIRECTOR OF TAX | NA | Control |
| DREHER, DAVID, BURCH | I | FINANCIAL ADVISOR | NA | |
| DREHER, DAVID, BURCH | I | FINANCIAL ADVISOR | NA | |
| DREHER, DAVID, BURCH | I | FINANCIAL ADVISOR | NA | |
| DREHER, DAVID, BURCH | I | SR VICE PRESIDENT & FINANCIAL ADVISOR | NA | |
| DREHER, DAVID, BURCH | I | SR VICE PRESIDENT & FINANCIAL ADVISOR | NA | |
| DREHER, DAVID, BURCH | I | FINANCIAL ADVISOR | NA | |
| DREHER, DAVID, BURCH | I | SR VICE PRESIDENT & FINANCIAL ADVISOR | NA | |
| DREHER, DAVID, BURCH | I | SR VICE PRESIDENT & FINANCIAL ADVISOR | NA | |
| DREHER, DAVID, BURCH | I | SR VICE PRESIDENT & FINANCIAL ADVISOR | NA | |
| DREHER, DAVID, BURCH | I | SR VICE PRESIDENT & FINANCIAL ADVISOR | NA | |
| DREHER, DAVID, BURCH | I | SR VICE PRESIDENT & FINANCIAL ADVISOR | NA | |
| DREHER, DAVID, BURCH | I | SR VICE PRESIDENT & FINANCIAL ADVISOR | NA | |
| DREHER, DAVID, BURCH | I | SR VICE PRESIDENT & FINANCIAL ADVISOR | NA | |
| DREHER, DAVID, BURCH | I | SR VICE PRESIDENT & FINANCIAL ADVISOR | NA | |
| DREHER, DAVID, BURCH | I | SR VICE PRESIDENT & FINANCIAL ADVISOR | NA | |
| DREHER, DAVID, BURCH | I | SR VICE PRESIDENT & FINANCIAL ADVISOR | NA | |
| DREHER, DAVID, BURCH | I | SR VICE PRESIDENT & FINANCIAL ADVISOR | NA | |
| DREHER, DAVID, BURCH | I | SR VICE PRESIDENT & FINANCIAL ADVISOR | NA | |
| FORTNER, ROY, MARSHALL | I | SR VICE PRESIDENT & FINANCIAL ADVISOR | NA | |
| FORTNER, ROY, MARSHALL | I | SR VICE PRESIDENT & FINANCIAL ADVISOR | NA | |
| FORTNER, ROY, MARSHALL | I | SR VICE PRESIDENT & FINANCIAL ADVISOR | NA | |
| FORTNER, ROY, MARSHALL | I | SR VICE PRESIDENT & FINANCIAL ADVISOR | NA | |
| FORTNER, ROY, MARSHALL | I | SR VICE PRESIDENT & FINANCIAL ADVISOR | NA | |
| FORTNER, ROY, MARSHALL | I | SR VICE PRESIDENT & FINANCIAL ADVISOR | NA | |
| FORTNER, ROY, MARSHALL | I | SR VICE PRESIDENT & FINANCIAL ADVISOR | NA | |
| FORTNER, ROY, MARSHALL | I | SR VICE PRESIDENT & FINANCIAL ADVISOR | NA | |
| FORTNER, ROY, MARSHALL | I | SR VICE PRESIDENT & FINANCIAL ADVISOR | NA | |
| FORTNER, ROY, MARSHALL | I | SR VICE PRESIDENT & FINANCIAL ADVISOR | NA | |
| FORTNER, ROY, MARSHALL | I | SR VICE PRESIDENT & FINANCIAL ADVISOR | NA | |
| FORTNER, ROY, MARSHALL | I | SR VICE PRESIDENT & FINANCIAL ADVISOR | NA | |
| FORTNER, ROY, MARSHALL | I | SR VICE PRESIDENT & FINANCIAL ADVISOR | NA | |
| FORTNER, ROY, MARSHALL | I | SR VICE PRESIDENT & FINANCIAL ADVISOR | NA | |
| JAEGERS, KEVIN, MATTHEW | I | CHIEF INVESTMENT OFFICER - DIRECTOR OF OPERATIONS | NA | Control |
| JAEGERS, KEVIN, MATTHEW | I | CHIEF INVESTMENT OFFICER | NA | Control |
| JAEGERS, KEVIN, MATTHEW | I | CHIEF INVESTMENT OFFICER | NA | |
| JAEGERS, KEVIN, MATTHEW | I | CHIEF INVESTMENT OFFICER | NA | |
| JAEGERS, KEVIN, MATTHEW | I | CHIEF INVESTMENT OFFICER - DIRECTOR OF OPERATIONS | NA | Control |
| JAEGERS, KEVIN, MATTHEW | I | CHIEF INVESTMENT OFFICER - DIRECTOR OF OPERATIONS | NA | Control |
| JAEGERS, KEVIN, MATTHEW | I | CHIEF INVESTMENT OFFICER - DIRECTOR OF OPERATIONS | NA | Control |
| JAEGERS, KEVIN, MATTHEW | I | CHIEF INVESTMENT OFFICER - DIRECTOR OF OPERATIONS | NA | Control |
| JAEGERS, KEVIN, MATTHEW | I | CHIEF INVESTMENT OFFICER - DIRECTOR OF OPERATIONS | NA | Control |
| JAEGERS, KEVIN, MATTHEW | I | CHIEF INVESTMENT OFFICER - DIRECTOR OF OPERATIONS | NA | Control |
| JAEGERS, KEVIN, MATTHEW | I | CHIEF INVESTMENT OFFICER - DIRECTOR OF OPERATIONS | NA | Control |
| JAEGERS, KEVIN, MATTHEW | I | CHIEF INVESTMENT OFFICER - DIRECTOR OF OPERATIONS | NA | Control |
| JAEGERS, KEVIN, MATTHEW | I | CHIEF INVESTMENT OFFICER - DIRECTOR OF OPERATIONS | NA | Control |
| JAEGERS, KEVIN, MATTHEW | I | CHIEF INVESTMENT OFFICER - DIRECTOR OF OPERATIONS | NA | Control |
| JAEGERS, KEVIN, MATTHEW | I | CHIEF INVESTMENT OFFICER - DIRECTOR OF OPERATIONS | NA | Control |
| JAEGERS, KEVIN, MATTHEW | I | CHIEF INVESTMENT OFFICER - DIRECTOR OF OPERATIONS | NA | Control |
| JAEGERS, KEVIN, MATTHEW | I | CHIEF OPERATING OFFICER | NA | Control |
| JAEGERS, KEVIN, MATTHEW | I | CHIEF OPERATING OFFICER | NA | Control |
| JAEGERS, KEVIN, MATTHEW | I | CHIEF OPERATING OFFICER | NA | Control |
| JAEGERS, KEVIN, MATTHEW | I | CHIEF OPERATING OFFICER | NA | Control |
| JAEGERS, KEVIN, MATTHEW | I | CHIEF OPERATING OFFICER | NA | Control |
| JAEGERS, KEVIN, MATTHEW | I | CHIEF OPERATING OFFICER | NA | Control |
| JAEGERS, KEVIN, MATTHEW | I | CHIEF OPERATING OFFICER | NA | Control |
| JAEGERS, KEVIN, MATTHEW | I | CHIEF OPERATING OFFICER | NA | Control |
| JAEGERS, KEVIN, MATTHEW | I | CHIEF OPERATING OFFICER | NA | Control |
| JAEGERS, KEVIN, MATTHEW | I | CHIEF OPERATING OFFICER | NA | Control |
| JAEGERS, KEVIN, MATTHEW | I | CHIEF OPERATING OFFICER | NA | Control |
| JAEGERS, KEVIN, MATTHEW | I | CHIEF OPERATING OFFICER | NA | Control |
| JAEGERS, KEVIN, MATTHEW | I | CHIEF OPERATING OFFICER | NA | Control |
| JAEGERS, KEVIN, MATTHEW | I | CHIEF OPERATING OFFICER | NA | Control |
| JAEGERS, KEVIN, MATTHEW | I | CHIEF OPERATING OFFICER | NA | Control |
| JAEGERS, KEVIN, MATTHEW | I | CHIEF OPERATING OFFICER | NA | Control |
| JAEGERS, KEVIN, MATTHEW | I | CHIEF OPERATING OFFICER | NA | Control |
| JAEGERS, KEVIN, MATTHEW | I | CHIEF OPERATING OFFICER | NA | Control |
| JAEGERS, KEVIN, MATTHEW | I | CHIEF OPERATING OFFICER | NA | Control |
| JAEGERS, KEVIN, MATTHEW | I | CHIEF OPERATING OFFICER | NA | Control |
| JAEGERS, KEVIN, MATTHEW | I | CHIEF OPERATING OFFICER | NA | Control |
| JAEGERS, KEVIN, MATTHEW | I | CHIEF OPERATING OFFICER | NA | Control |
| JAEGERS, KEVIN, MATTHEW | I | CHIEF OPERATING OFFICER | NA | Control |
| JAEGERS, KEVIN, MATTHEW | I | CHIEF OPERATING OFFICER | NA | Control |
| JAEGERS, KEVIN, MATTHEW | I | CHIEF OPERATING OFFICER | NA | Control |
| JAEGERS, KEVIN, MATTHEW | I | CHIEF OPERATING OFFICER | NA | Control |
| JAEGERS, KEVIN, MATTHEW | I | CHIEF OPERATING OFFICER | NA | Control |
| JAEGERS, KEVIN, MATTHEW | I | CHIEF OPERATING OFFICER | NA | Control |
| JAEGERS, KEVIN, MATTHEW | I | CHIEF OPERATING OFFICER | NA | Control |
| JAEGERS, KEVIN, MATTHEW | I | CHIEF OPERATING OFFICER | NA | Control |
| JAEGERS, KEVIN, MATTHEW | I | CHIEF OPERATING OFFICER | NA | Control |
| JAEGERS, KEVIN, MATTHEW | I | CHIEF OPERATING OFFICER | NA | Control |
| JAEGERS, KEVIN, MATTHEW | I | CHIEF OPERATING OFFICER | NA | Control |
| JAEGERS, KEVIN, MATTHEW | I | CHIEF OPERATING OFFICER | NA | Control |
| JAEGERS, KEVIN, MATTHEW | I | CHIEF OPERATING OFFICER | NA | Control |
| JAEGERS, KEVIN, MATTHEW | I | CHIEF OPERATING OFFICER | NA | Control |
| JAEGERS, KEVIN, MATTHEW | I | CHIEF OPERATING OFFICER | NA | Control |
| JAEGERS, KEVIN, MATTHEW | I | CHIEF OPERATING OFFICER | NA | Control |
| MCDONALD, SUZANNE, LEE | I | CHIEF OPERATING OFFICER | NA | Control |
| MCDONALD, SUZANNE, LEE | I | CHIEF OPERATING OFFICER | NA | Control |
| MCDONALD, SUZANNE, LEE | I | CHIEF OPERATING OFFICER | NA | Control |
| MCDONALD, SUZANNE, LEE | I | CHIEF OPERATING OFFICER | NA | Control |
| MCDONALD, SUZANNE, LEE | I | CHIEF OPERATING OFFICER | NA | Control |
| MCDONALD, SUZANNE, LEE | I | CHIEF OPERATING OFFICER | NA | Control |
| MCDONALD, SUZANNE, LEE | I | CHIEF OPERATING OFFICER | NA | Control |
| MCDONALD, SUZANNE, LEE | I | CHIEF OPERATING OFFICER | NA | Control |
| MCDONALD, SUZANNE, LEE | I | CHIEF OPERATING OFFICER | NA | Control |
| MCDONALD, SUZANNE, LEE | I | CHIEF OPERATING OFFICER | NA | Control |
| MCDONALD, SUZANNE, LEE | I | CHIEF OPERATING OFFICER | NA | Control |
| MCDONALD, SUZANNE, LEE | I | CHIEF OPERATING OFFICER | NA | Control |
| MCDONALD, SUZANNE, LEE | I | CHIEF OPERATING OFFICER | NA | Control |
| MCDONALD, SUZANNE, LEE | I | CHIEF OPERATING OFFICER | NA | Control |
| MCDONALD, SUZANNE, LEE | I | CHIEF OPERATING OFFICER | NA | Control |
| MCDONALD, SUZANNE, LEE | I | CHIEF OPERATING OFFICER | NA | Control |
| MCDONALD, SUZANNE, LEE | I | CHIEF OPERATING OFFICER | NA | Control |
| MCDONALD, SUZANNE, LEE | I | CHIEF OPERATING OFFICER | NA | Control |
| MCDONALD, SUZANNE, LEE | I | CHIEF OPERATING OFFICER | NA | Control |
| MCDONALD, SUZANNE, LEE | I | CHIEF OPERATING OFFICER | NA | Control |
| MCDONALD, SUZANNE, LEE | I | CHIEF OPERATING OFFICER | NA | Control |
| MCDONALD, SUZANNE, LEE | I | CHIEF OPERATING OFFICER | NA | Control |
| O'BLENNIS, ROBERT, RANDOLPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| O'BLENNIS, ROBERT, RANDOLPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| O'BLENNIS, ROBERT, RANDOLPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| O'BLENNIS, ROBERT, RANDOLPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| O'BLENNIS, ROBERT, RANDOLPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| O'BLENNIS, ROBERT, RANDOLPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| O'BLENNIS, ROBERT, RANDOLPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| O'BLENNIS, ROBERT, RANDOLPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| O'BLENNIS, ROBERT, RANDOLPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| O'BLENNIS, ROBERT, RANDOLPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| O'BLENNIS, ROBERT, RANDOLPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| O'BLENNIS, ROBERT, RANDOLPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| O'BLENNIS, ROBERT, RANDOLPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| O'BLENNIS, ROBERT, RANDOLPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| O'BLENNIS, ROBERT, RANDOLPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| O'BLENNIS, ROBERT, RANDOLPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| O'BLENNIS, ROBERT, RANDOLPH | I | CHIEF COMPLIANCE OFFICER & FINANCIAL ADVISOR | NA | Control |
| O'BLENNIS, ROBERT, RANDOLPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| O'BLENNIS, ROBERT, RANDOLPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| O'BLENNIS, ROBERT, RANDOLPH | I | CHIEF COMPLIANCE OFFICER & FINANCIAL ADVISOR | NA | Control |
| O'BLENNIS, ROBERT, RANDOLPH | I | CHIEF COMPLIANCE OFFICER & FINANCIAL ADVISOR | NA | Control |
| O'BLENNIS, ROBERT, RANDOLPH | I | CHIEF COMPLIANCE OFFICER & FINANCIAL ADVISOR | NA | Control |
| O'BLENNIS, ROBERT, RANDOLPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| O'BLENNIS, ROBERT, RANDOLPH | I | CHIEF COMPLIANCE OFFICER & FINANCIAL ADVISOR | NA | Control |
| O'BLENNIS, ROBERT, RANDOLPH | I | CHIEF COMPLIANCE OFFICER & FINANCIAL ADVISOR | NA | Control |
| O'BLENNIS, ROBERT, RANDOLPH | I | CHIEF COMPLIANCE OFFICER & FINANCIAL ADVISOR | NA | Control |
| O'BLENNIS, ROBERT, RANDOLPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| O'BLENNIS, ROBERT, RANDOLPH | I | CHIEF COMPLIANCE OFFICER & FINANCIAL ADVISOR | NA | Control |
| O'BLENNIS, ROBERT, RANDOLPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| O'BLENNIS, ROBERT, RANDOLPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| O'BLENNIS, ROBERT, RANDOLPH | I | CHIEF COMPLIANCE OFFICER & FINANCIAL ADVISOR | NA | Control |
| O'BLENNIS, ROBERT, RANDOLPH | I | CHIEF COMPLIANCE OFFICER & FINANCIAL ADVISOR | NA | Control |
| O'BLENNIS, ROBERT, RANDOLPH | I | CHIEF COMPLIANCE OFFICER & FINANCIAL ADVISOR | NA | Control |
| O'BLENNIS, ROBERT, RANDOLPH | I | CHIEF COMPLIANCE OFFICER & FINANCIAL ADVISOR | NA | Control |
| O'BLENNIS, ROBERT, RANDOLPH | I | CHIEF COMPLIANCE OFFICER & FINANCIAL ADVISOR | NA | Control |
| O'BLENNIS, ROBERT, RANDOLPH | I | CHIEF COMPLIANCE OFFICER & FINANCIAL ADVISOR | NA | Control |
| O'BLENNIS, ROBERT, RANDOLPH | I | CHIEF COMPLIANCE OFFICER & FINANCIAL ADVISOR | NA | Control |
| O'BLENNIS, ROBERT, RANDOLPH | I | CHIEF COMPLIANCE OFFICER & FINANCIAL ADVISOR | NA | Control |
| O'BLENNIS, ROBERT, RANDOLPH | I | CHIEF COMPLIANCE OFFICER & FINANCIAL ADVISOR | NA | Control |
| O'BLENNIS, ROBERT, RANDOLPH | I | CHIEF COMPLIANCE OFFICER & FINANCIAL ADVISOR | NA | Control |
| O'BLENNIS, ROBERT, RANDOLPH | I | CHIEF COMPLIANCE OFFICER & FINANCIAL ADVISOR | NA | Control |
| O'BLENNIS, ROBERT, RANDOLPH | I | CHIEF COMPLIANCE OFFICER & FINANCIAL ADVISOR | NA | Control |
| O'BLENNIS, ROBERT, RANDOLPH | I | CHIEF COMPLIANCE OFFICER & FINANCIAL ADVISOR | NA | Control |
| O'BLENNIS, ROBERT, RANDOLPH | I | CHIEF COMPLIANCE OFFICER & FINANCIAL ADVISOR | NA | Control |
| O'BLENNIS, ROBERT, RANDOLPH | I | CHIEF COMPLIANCE OFFICER & FINANCIAL ADVISOR | NA | Control |
| O'BLENNIS, ROBERT, RANDOLPH | I | CHIEF COMPLIANCE OFFICER & FINANCIAL ADVISOR | NA | Control |
| O'BLENNIS, ROBERT, RANDOLPH | I | SVP - WEALTH MANAGEMENT | NA | Control |
| O'BLENNIS, ROBERT, RANDOLPH | I | FINANCIAL ADVISOR | NA | Control |
| O'BLENNIS, ROBERT, RANDOLPH | I | FINANCIAL ADVISOR | NA | Control |
| O'BLENNIS, ROBERT, RANDOLPH | I | FINANCIAL ADVISOR | NA | Control |
| O'BLENNIS, ROBERT, RANDOLPH | I | FINANCIAL ADVISOR | NA | Control |
| O'BLENNIS, ROBERT, RANDOLPH | I | SVP - WEALTH MANAGEMENT | NA | Control |
| O'BLENNIS, ROBERT, RANDOLPH | I | SVP - WEALTH MANAGEMENT | NA | Control |
| O'BLENNIS, ROBERT, RANDOLPH | I | SVP - WEALTH MANAGEMENT | NA | Control |
| O'BLENNIS, ROBERT, RANDOLPH | I | SVP - WEALTH MANAGEMENT | NA | Control |
| O'BLENNIS, ROBERT, RANDOLPH | I | SVP - WEALTH MANAGEMENT | NA | Control |
| O'BLENNIS, ROBERT, RANDOLPH | I | SVP - WEALTH MANAGEMENT | NA | Control |
| O'BLENNIS, ROBERT, RANDOLPH | I | SVP - WEALTH MANAGEMENT | NA | Control |
| O'BLENNIS, ROBERT, RANDOLPH | I | SVP - WEALTH MANAGEMENT | NA | Control |
| STRIEGEL, MATTHEW, ALLEN | I | DIRECTOR OF FINANCE & ACCOUNTING | NA | Control |
| STRIEGEL, MATTHEW, ALLEN | I | DIRECTOR OF FINANCE & ACCOUNTING | NA | Control |
| STRIEGEL, MATTHEW, ALLEN | I | DIRECTOR OF FINANCE & ACCOUNTING | NA | Control |
| STRIEGEL, MATTHEW, ALLEN | I | DIRECTOR OF FINANCE & ACCOUNTING | NA | Control |
| STRIEGEL, MATTHEW, ALLEN | I | DIRECTOR OF FINANCE & ACCOUNTING | NA | Control |
| STRIEGEL, MATTHEW, ALLEN | I | DIRECTOR OF FINANCE & ACCOUNTING | NA | Control |
| STRIEGEL, MATTHEW, ALLEN | I | DIRECTOR OF FINANCE & ACCOUNTING | NA | Control |
| STRIEGEL, MATTHEW, ALLEN | I | DIRECTOR OF FINANCE & ACCOUNTING | NA | Control |
| STRIEGEL, MATTHEW, ALLEN | I | DIRECTOR OF FINANCE & ACCOUNTING | NA | Control |
| STRIEGEL, MATTHEW, ALLEN | I | DIRECTOR OF FINANCE & ACCOUNTING | NA | Control |
| STRIEGEL, MATTHEW, ALLEN | I | DIRECTOR OF FINANCE & ACCOUNTING | NA | Control |
| STRIEGEL, MATTHEW, ALLEN | I | DIRECTOR OF FINANCE & ACCOUNTING | NA | Control |
| STRIEGEL, MATTHEW, ALLEN | I | DIRECTOR OF FINANCE & ACCOUNTING | NA | Control |
| STRIEGEL, MATTHEW, ALLEN | I | DIRECTOR OF FINANCE & ACCOUNTING | NA | Control |
| STRIEGEL, MATTHEW, ALLEN | I | DIRECTOR OF FINANCE & ACCOUNTING | NA | Control |
| STRIEGEL, MATTHEW, ALLEN | I | DIRECTOR OF FINANCE & ACCOUNTING | NA | Control |
| STRIEGEL, MATTHEW, ALLEN | I | DIRECTOR OF FINANCE & ACCOUNTING | NA | Control |
| STRIEGEL, MATTHEW, ALLEN | I | DIRECTOR OF FINANCE & ACCOUNTING | NA | Control |
| STRIEGEL, MATTHEW, ALLEN | I | DIRECTOR OF FINANCE & ACCOUNTING | NA | Control |
| STRIEGEL, MATTHEW, ALLEN | I | DIRECTOR OF FINANCE & ACCOUNTING | NA | Control |
| STRIEGEL, MATTHEW, ALLEN | I | DIRECTOR OF FINANCE & ACCOUNTING | NA | Control |
| STRIEGEL, MATTHEW, ALLEN | I | DIRECTOR OF FINANCE & ACCOUNTING | NA | Control |
| STRIEGEL, MATTHEW, ALLEN | I | DIRECTOR OF FINANCE & ACCOUNTING | NA | Control |
| STRIEGEL, MATTHEW, ALLEN | I | DIRECTOR OF FINANCE & ACCOUNTING | NA | Control |
| STRIEGEL, MATTHEW, ALLEN | I | DIRECTOR OF FINANCE & ACCOUNTING | NA | Control |
| TWILLMAN, DWIGHT, EARL | I | SVP - WEALTH MANAGEMENT | NA | |
| TWILLMAN, DWIGHT, EARL | I | SVP - WEALTH MANAGEMENT | NA | |
| TWILLMAN, DWIGHT, EARL | I | SVP - WEALTH MANAGEMENT | NA | |
| TWILLMAN, DWIGHT, EARL | I | SVP - WEALTH MANAGEMENT | NA | |
| TWILLMAN, DWIGHT, EARL | I | SVP - WEALTH MANAGEMENT | NA | |
| TWILLMAN, DWIGHT, EARL | I | SVP - WEALTH MANAGEMENT | NA | |
| TWILLMAN, DWIGHT, EARL | I | SVP - WEALTH MANAGEMENT | NA | |
| TWILLMAN, DWIGHT, EARL | I | SVP - WEALTH MANAGEMENT | NA | |
| TWILLMAN, DWIGHT, EARL | I | SVP - WEALTH MANAGEMENT | NA | |
| TWILLMAN, DWIGHT, EARL | I | SVP - WEALTH MANAGEMENT | NA | |
| TWILLMAN, DWIGHT, EARL | I | SVP - WEALTH MANAGEMENT | NA | |
| TWILLMAN, DWIGHT, EARL | I | SVP - WEALTH MANAGEMENT | NA | |
| TWILLMAN, DWIGHT, EARL | I | SVP - WEALTH MANAGEMENT | NA | |
| TWILLMAN, DWIGHT, EARL | I | SVP - WEALTH MANAGEMENT | NA | |
| TWILLMAN, DWIGHT, EARL | I | SVP - WEALTH MANAGEMENT | NA | |
| TWILLMAN, DWIGHT, EARL | I | SVP - WEALTH MANAGEMENT | NA | |
| TWILLMAN, DWIGHT, EARL | I | SVP - WEALTH MANAGEMENT | NA | |
| TWILLMAN, DWIGHT, EARL | I | SVP - WEALTH MANAGEMENT | NA | |
| TWILLMAN, DWIGHT, EARL | I | SVP - WEALTH MANAGEMENT | NA | |
| TWILLMAN, DWIGHT, EARL | I | SVP - WEALTH MANAGEMENT | NA | |
| TWILLMAN, DWIGHT, EARL | I | SVP - WEALTH MANAGEMENT | NA | |
| TWILLMAN, DWIGHT, EARL | I | SVP - WEALTH MANAGEMENT | NA | |
| TWILLMAN, DWIGHT, EARL | I | SVP - WEALTH MANAGEMENT | NA | |
| TWILLMAN, DWIGHT, EARL | I | SVP - WEALTH MANAGEMENT | NA | |
| TWILLMAN, DWIGHT, EARL | I | SVP - WEALTH MANAGEMENT | NA | |
| TWILLMAN, DWIGHT, EARL | I | SVP - WEALTH MANAGEMENT | NA | |
| ARETEC GROUP, INC | DE | SOLE MEMBER | E | Control |
| ARETEC GROUP, INC | DE | SOLE MEMBER | E | Control |
| ARETEC GROUP, INC | DE | SOLE MEMBER | E | Control |
| ARETEC GROUP, INC | DE | SOLE MEMBER | E | Control |
| ARETEC GROUP, INC | DE | SOLE MEMBER | E | Control |
| ARETEC GROUP, INC | DE | SOLE MEMBER | E | Control |
| ARETEC GROUP, INC | DE | SOLE MEMBER | E | Control |
| ARETEC GROUP, INC | DE | SOLE MEMBER | E | Control |
| ARETEC GROUP, INC | DE | SOLE MEMBER | E | Control |
| ARETEC GROUP, INC | DE | SOLE MEMBER | E | Control |
| ARETEC GROUP, INC | DE | SOLE MEMBER | E | Control |
| ARETEC GROUP, INC | DE | SOLE MEMBER | E | Control |
| ARETEC GROUP, INC | DE | SOLE MEMBER | E | Control |
| ARETEC GROUP, INC | DE | SOLE MEMBER | E | Control |
| ARETEC GROUP, INC | DE | SOLE MEMBER | E | Control |
| ARETEC GROUP, INC | DE | SOLE MEMBER | E | Control |
| ARETEC GROUP, INC | DE | SOLE MEMBER | E | Control |
| ARETEC GROUP, INC | DE | SOLE MEMBER | E | Control |
| ARETEC GROUP, INC | DE | SOLE MEMBER | E | Control |
| ARETEC GROUP, INC | DE | SOLE MEMBER | E | Control |
| ARETEC GROUP, INC | DE | SOLE MEMBER | E | Control |
| ARETEC GROUP, INC | DE | SOLE MEMBER | E | Control |
| ARETEC GROUP, INC | DE | SOLE MEMBER | E | Control |
| ARETEC GROUP, INC | DE | SOLE MEMBER | E | Control |
| ARETEC GROUP, INC | DE | SOLE MEMBER | E | Control |
| ARETEC GROUP, INC | DE | SOLE MEMBER | E | Control |
| ARETEC GROUP, INC | DE | SOLE MEMBER | E | Control |
| ARETEC GROUP, INC | DE | SOLE MEMBER | E | Control |
| ARETEC GROUP, INC | DE | SOLE MEMBER | E | Control |
| ARETEC GROUP, INC | DE | SOLE MEMBER | E | Control |
| ARETEC GROUP, INC | DE | SOLE MEMBER | E | Control |
| CONARD, KEVIN, MORRIS | I | CHIEF EXECUTIVE OFFICER | E | Control |
| CONARD, KEVIN, MORRIS | I | CHIEF EXECUTIVE OFFICER | E | Control |
| CONARD, KEVIN, MORRIS | I | CHIEF EXECUTIVE OFFICER | E | Control |
| COSTELLO, JENNIFER, ANN | I | PRESIDENT | E | Control |
| CONARD, KEVIN, MORRIS | I | PRESIDENT/CHIEF OPERATIONS OFFICER | D | Control |
| CONARD, KEVIN, MORRIS | I | PRESIDENT/CHIEF OPERATIONS OFFICER | D | Control |
| CONARD, KEVIN, MORRIS | I | PRESIDENT/CHIEF OPERATIONS OFFICER | D | Control |
| CONARD, KEVIN, MORRIS | I | PRESIDENT/CHIEF OPERATIONS OFFICER | D | Control |
| CONARD, KEVIN, MORRIS | I | PRESIDENT/CHIEF OPERATIONS OFFICER | D | Control |
| CONARD, KEVIN, MORRIS | I | PRESIDENT | D | Control |
| CONARD, KEVIN, MORRIS | I | PRESIDENT | D | Control |
| CONARD, KEVIN, MORRIS | I | CHIEF EXECUTIVE OFFICER | D | Control |
| CONARD, KEVIN, MORRIS | I | CHIEF EXECUTIVE OFFICER | D | Control |
| CONARD, KEVIN, MORRIS | I | CHIEF EXECUTIVE OFFICER | D | Control |
| CONARD, KEVIN, MORRIS | I | CHIEF EXECUTIVE OFFICER | D | Control |
| CONARD, KEVIN, MORRIS | I | CHIEF EXECUTIVE OFFICER | D | Control |
| CONARD, KEVIN, MORRIS | I | CHIEF EXECUTIVE OFFICER | D | Control |
| CONARD, KEVIN, MORRIS | I | CHIEF EXECUTIVE OFFICER | D | Control |
| CONARD, KEVIN, MORRIS | I | CHIEF EXECUTIVE OFFICER | D | Control |
| CONARD, KEVIN, MORRIS | I | CHIEF EXECUTIVE OFFICER | D | Control |
| CONARD, KEVIN, MORRIS | I | CHIEF EXECUTIVE OFFICER | D | Control |
| CONARD, KEVIN, MORRIS | I | CHIEF EXECUTIVE OFFICER | D | Control |
| CONARD, KEVIN, MORRIS | I | CHIEF EXECUTIVE OFFICER | D | Control |
| CONARD, KEVIN, MORRIS | I | CHIEF EXECUTIVE OFFICER | D | Control |
| CONARD, KEVIN, MORRIS | I | CHIEF EXECUTIVE OFFICER | D | Control |
| COSTELLO, CHRIS, KYLE | I | CHIEF EXECUTIVE OFFICER | D | Control |
| COSTELLO, CHRIS, KYLE | I | CHIEF EXECUTIVE OFFICER | D | Control |
| COSTELLO, CHRIS, KYLE | I | CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | D | Control |
| COSTELLO, CHRIS, KYLE | I | CHIEF EXECUTIVE OFFICER | D | Control |
| COSTELLO, CHRIS, KYLE | I | CHIEF EXECUTIVE OFFICER | D | Control |
| COSTELLO, CHRIS, KYLE | I | CHIEF EXECUTIVE OFFICER/CHIEF INVESTMENT OFFICER | D | Control |
| COSTELLO, CHRIS, KYLE | I | CHIEF EXECUTIVE OFFICER/CHIEF INVESTMENT OFFICER | D | Control |
| CONARD, KEVIN, MORRIS | I | PRESIDENT/CHIEF OPERATIONS OFFICER | C | Control |
| CONARD, KEVIN, MORRIS | I | PRESIDENT/CHIEF OPERATIONS OFFICER | C | Control |
| CONARD, KEVIN, MORRIS | I | PRESIDENT/CHIEF OPERATIONS OFFICER | C | Control |
| CONARD, KEVIN, MORRIS | I | PRESIDENT/CHIEF OPERATIONS OFFICER | C | Control |
| CONARD, KEVIN, MORRIS | I | PRESIDENT/CHIEF OPERATIONS OFFICER | C | Control |
| CONARD, KEVIN, MORRIS | I | PRESIDENT/CHIEF OPERATIONS OFFICER | C | Control |
| CONARD, KEVIN, MORRIS | I | PRESIDENT/CHIEF OPERATIONS OFFICER | C | Control |
| CONARD, KEVIN, MORRIS | I | PRESIDENT/CHIEF OPERATIONS OFFICER | C | Control |
| CONARD, KEVIN, MORRIS | I | PRESIDENT/CHIEF OPERATIONS OFFICER | C | Control |
| CONARD, KEVIN, MORRIS | I | PRESIDENT/CHIEF OPERATIONS OFFICER | C | Control |
| CONARD, KEVIN, MORRIS | I | PRESIDENT/CHIEF OPERATIONS OFFICER | C | Control |
| CONARD, KEVIN, MORRIS | I | PRESIDENT/CHIEF OPERATIONS OFFICER | C | Control |
| CONARD, KEVIN, MORRIS | I | PRESIDENT | C | Control |
| CONARD, KEVIN, MORRIS | I | PRESIDENT/CHIEF OPERATIONS OFFICER | C | Control |
| CONARD, KEVIN, MORRIS | I | PRESIDENT/CHIEF OPERATIONS OFFICER | C | Control |
| CONARD, KEVIN, MORRIS | I | PRESIDENT | C | Control |
| CONARD, KEVIN, MORRIS | I | PRESIDENT | C | Control |
| CONARD, KEVIN, MORRIS | I | CHIEF EXECUTIVE OFFICER | C | Control |
| CONARD, KEVIN, MORRIS | I | PRESIDENT/CHIEF OPERATIONS OFFICER | C | Control |
| CONARD, KEVIN, MORRIS | I | CHIEF EXECUTIVE OFFICER | C | Control |
| CONARD, KEVIN, MORRIS | I | PRESIDENT | C | Control |
| CONARD, KEVIN, MORRIS | I | CHIEF EXECUTIVE OFFICER | C | Control |
| CONARD, KEVIN, MORRIS | I | PRESIDENT/CHIEF OPERATIONS OFFICER | C | Control |
| CONARD, KEVIN, MORRIS | I | PRESIDENT | C | Control |
| CONARD, KEVIN, MORRIS | I | PRESIDENT/CHIEF OPERATIONS OFFICER | C | Control |
| CONARD, KEVIN, MORRIS | I | PRESIDENT/CHIEF OPERATIONS OFFICER | C | Control |
| CONARD, KEVIN, MORRIS | I | PRESIDENT | C | Control |
| CONARD, KEVIN, MORRIS | I | CHIEF EXECUTIVE OFFICER | C | Control |
| CONARD, KEVIN, MORRIS | I | FINANCIAL ADVISOR | C | Control |
| CONARD, KEVIN, MORRIS | I | FINANCIAL ADVISOR | C | Control |
| CONARD, KEVIN, MORRIS | I | FINANCIAL ADVISOR | C | Control |
| CONARD, KEVIN, MORRIS | I | FINANCIAL ADVISOR | C | Control |
| CONARD, KEVIN, MORRIS | I | FINANCIAL ADVISOR | C | Control |
| CONARD, KEVIN, MORRIS | I | FINANCIAL ADVISOR | C | Control |
| CONARD, KEVIN, MORRIS | I | FINANCIAL ADVISOR | C | Control |
| CONARD, KEVIN, MORRIS | I | FINANCIAL ADVISOR | C | Control |
| CONARD, KEVIN, MORRIS | I | FINANCIAL ADVISOR | C | Control |
| CONARD, KEVIN, MORRIS | I | FINANCIAL ADVISOR | C | Control |
| CONARD, KEVIN, MORRIS | I | FINANCIAL ADVISOR | C | Control |
| CONARD, KEVIN, MORRIS | I | FINANCIAL ADVISOR | C | Control |
| CONARD, KEVIN, MORRIS | I | FINANCIAL ADVISOR | C | Control |
| CONARD, KEVIN, MORRIS | I | FINANCIAL ADVISOR | C | Control |
| CONARD, KEVIN, MORRIS | I | CHIEF EXECUTIVE OFFICER | C | Control |
| CONARD, KEVIN, MORRIS | I | FINANCIAL ADVISOR | C | Control |
| CONARD, KEVIN, MORRIS | I | FINANCIAL ADVISOR | C | Control |
| CONARD, KEVIN, MORRIS | I | FINANCIAL ADVISOR | C | Control |
| CONARD, KEVIN, MORRIS | I | FINANCIAL ADVISOR | C | Control |
| CONARD, KEVIN, MORRIS | I | CHIEF EXECUTIVE OFFICER | C | Control |
| CONARD, KEVIN, MORRIS | I | CHIEF EXECUTIVE OFFICER | C | Control |
| CONARD, KEVIN, MORRIS | I | CHIEF EXECUTIVE OFFICER | C | Control |
| CONARD, KEVIN, MORRIS | I | CHIEF EXECUTIVE OFFICER | C | Control |
| CONARD, KEVIN, MORRIS | I | CHIEF EXECUTIVE OFFICER | C | Control |
| CONARD, KEVIN, MORRIS | I | CHIEF EXECUTIVE OFFICER | C | Control |
| CONARD, KEVIN, MORRIS | I | CHIEF EXECUTIVE OFFICER | C | Control |
| CONARD, KEVIN, MORRIS | I | CHIEF EXECUTIVE OFFICER | C | Control |
| COSTELLO, CHRIS, KYLE | I | CHIEF EXECUTIVE OFFICER | C | Control |
| COSTELLO, CHRIS, KYLE | I | CHIEF EXECUTIVE OFFICER | C | Control |
| COSTELLO, CHRIS, KYLE | I | CHIEF EXECUTIVE OFFICER | C | Control |
| COSTELLO, CHRIS, KYLE | I | CHIEF EXECUTIVE OFFICER | C | Control |
| COSTELLO, CHRIS, KYLE | I | CHIEF EXECUTIVE OFFICER | C | Control |
| COSTELLO, CHRIS, KYLE | I | CHIEF EXECUTIVE OFFICER | C | Control |
| COSTELLO, CHRIS, KYLE | I | CHIEF EXECUTIVE OFFICER | C | Control |
| COSTELLO, CHRIS, KYLE | I | CHIEF EXECUTIVE OFFICER | C | Control |
| COSTELLO, CHRIS, KYLE | I | CHIEF EXECUTIVE OFFICER | C | Control |
| COSTELLO, CHRIS, KYLE | I | CHIEF EXECUTIVE OFFICER | C | Control |
| COSTELLO, CHRIS, KYLE | I | CHIEF EXECUTIVE OFFICER | C | Control |
| COSTELLO, CHRIS, KYLE | I | CHIEF EXECUTIVE OFFICER | C | Control |
| COSTELLO, CHRIS, KYLE | I | CHIEF EXECUTIVE OFFICER | C | Control |
| COSTELLO, CHRIS, KYLE | I | CHIEF EXECUTIVE OFFICER | C | Control |
| COSTELLO, CHRIS, KYLE | I | CHIEF EXECUTIVE OFFICER | C | Control |
| COSTELLO, CHRIS, KYLE | I | CHIEF EXECUTIVE OFFICER | C | Control |
| COSTELLO, CHRIS, KYLE | I | CHIEF EXECUTIVE OFFICER | C | Control |
| COSTELLO, CHRIS, KYLE | I | FINANCIAL ADVISOR | C | Control |
| COSTELLO, CHRIS, KYLE | I | CHIEF EXECUTIVE OFFICER | C | Control |
| COSTELLO, CHRIS, KYLE | I | FINANCIAL ADVISOR | C | Control |
| COSTELLO, CHRIS, KYLE | I | CHIEF EXECUTIVE OFFICER | C | Control |
| COSTELLO, CHRIS, KYLE | I | FINANCIAL ADVISOR | C | Control |
| COSTELLO, CHRIS, KYLE | I | CHIEF EXECUTIVE OFFICER | C | Control |
| COSTELLO, CHRIS, KYLE | I | CHIEF EXECUTIVE OFFICER | C | Control |
| COSTELLO, CHRIS, KYLE | I | CHIEF EXECUTIVE OFFICER | C | Control |
| COSTELLO, CHRIS, KYLE | I | CHIEF EXECUTIVE OFFICER | C | Control |
| COSTELLO, CHRIS, KYLE | I | CHIEF EXECUTIVE OFFICER | C | Control |
| COSTELLO, CHRIS, KYLE | I | FINANCIAL ADVISOR | C | Control |
| COSTELLO, CHRIS, KYLE | I | FINANCIAL ADVISOR | C | Control |
| COSTELLO, CHRIS, KYLE | I | FINANCIAL ADVISOR | C | Control |
| COSTELLO, CHRIS, KYLE | I | FINANCIAL ADVISOR | C | Control |
| COSTELLO, CHRIS, KYLE | I | FINANCIAL ADVISOR | C | Control |
| COSTELLO, CHRIS, KYLE | I | FINANCIAL ADVISOR | C | Control |
| COSTELLO, CHRIS, KYLE | I | FINANCIAL ADVISOR | C | Control |
| COSTELLO, CHRIS, KYLE | I | FINANCIAL ADVISOR | C | Control |
| COSTELLO, CHRIS, KYLE | I | FINANCIAL ADVISOR | C | Control |
| COSTELLO, CHRIS, KYLE | I | FINANCIAL ADVISOR | C | Control |
| COSTELLO, CHRIS, KYLE | I | FINANCIAL ADVISOR | C | Control |
| COSTELLO, CHRIS, KYLE | I | FINANCIAL ADVISOR | C | Control |
| COSTELLO, CHRIS, KYLE | I | FINANCIAL ADVISOR | C | Control |
| COSTELLO, CHRIS, KYLE | I | FINANCIAL ADVISOR | C | Control |
| COSTELLO, CHRIS, KYLE | I | FINANCIAL ADVISOR | C | Control |
| COSTELLO, CHRIS, KYLE | I | CHIEF FINANCIAL OFFICER | C | Control |
| COSTELLO, CHRIS, KYLE | I | FINANCIAL ADVISOR | C | Control |
| COSTELLO, CHRIS, KYLE | I | FINANCIAL ADVISOR | C | Control |
| COSTELLO, CHRIS, KYLE | I | FINANCIAL ADVISOR | C | Control |
| COSTELLO, CHRIS, KYLE | I | FINANCIAL ADVISOR | C | Control |
| COSTELLO, CHRIS, KYLE | I | CHIEF FINANCIAL OFFICER | C | Control |
| COSTELLO, CHRIS, KYLE | I | CHIEF FINANCIAL OFFICER | C | Control |
| COSTELLO, CHRIS, KYLE | I | CHIEF FINANCIAL OFFICER | C | Control |
| COSTELLO, CHRIS, KYLE | I | CHIEF FINANCIAL OFFICER | C | Control |
| COSTELLO, CHRIS, KYLE | I | CHIEF FINANCIAL OFFICER | C | Control |
| COSTELLO, CHRIS, KYLE | I | CHIEF FINANCIAL OFFICER | C | Control |
| COSTELLO, CHRIS, KYLE | I | CHIEF FINANCIAL OFFICER | C | Control |
| COSTELLO, CHRIS, KYLE | I | CHIEF FINANCIAL OFFICER | C | Control |
| COSTELLO, RYAN, PATRICK | I | PRESIDENT | B | Control |
| COSTELLO, RYAN, PATRICK | I | PRESIDENT | B | Control |
| COSTELLO, RYAN, PATRICK | I | PRESIDENT | B | Control |
| COSTELLO, RYAN, PATRICK | I | PRESIDENT | B | Control |
| COSTELLO, RYAN, PATRICK | I | PRESIDENT | B | Control |
| COSTELLO, RYAN, PATRICK | I | PRESIDENT | B | Control |
| COSTELLO, RYAN, PATRICK | I | PRESIDENT | B | Control |
| COSTELLO, RYAN, PATRICK | I | PRESIDENT | B | Control |
| COSTELLO, RYAN, PATRICK | I | PRESIDENT | B | Control |
| COSTELLO, RYAN, PATRICK | I | PRESIDENT | B | Control |
| COSTELLO, RYAN, PATRICK | I | PRESIDENT | B | Control |
| COSTELLO, RYAN, PATRICK | I | PRESIDENT | B | Control |
| COSTELLO, RYAN, PATRICK | I | PRESIDENT | B | Control |
| COSTELLO, RYAN, PATRICK | I | PRESIDENT | B | Control |
| COSTELLO, RYAN, PATRICK | I | PRESIDENT | B | Control |
| COSTELLO, RYAN, PATRICK | I | PRESIDENT | B | Control |
| COSTELLO, RYAN, PATRICK | I | PRESIDENT | B | Control |
| COSTELLO, RYAN, PATRICK | I | PRESIDENT | A | Control |
| COSTELLO, RYAN, PATRICK | I | PRESIDENT | A | Control |
| COSTELLO, RYAN, PATRICK | I | PRESIDENT | A | Control |
| COSTELLO, RYAN, PATRICK | I | PRESIDENT | A | Control |
| COSTELLO, RYAN, PATRICK | I | PRESIDENT | A | Control |
| COSTELLO, RYAN, PATRICK | I | PRESIDENT | A | Control |
| COSTELLO, RYAN, PATRICK | I | PRESIDENT | A | Control |
| COSTELLO, RYAN, PATRICK | I | PRESIDENT | A | Control |
| COSTELLO, RYAN, PATRICK | I | PRESIDENT | A | Control |
| HEDMAN, TROY, RAY | I | SENIOR WEALTH MANAGER | A | |
| HEDMAN, TROY, RAY | I | SENIOR WEALTH MANAGER | A | |
| HEDMAN, TROY, RAY | I | SENIOR WEALTH MANAGER | A | |
| HEDMAN, TROY, RAY | I | SENIOR WEALTH MANAGER | A | |
| HEDMAN, TROY, RAY | I | SENIOR WEALTH MANAGER | A | |
| HEDMAN, TROY, RAY | I | SENIOR WEALTH MANAGER | A | |
| HEDMAN, TROY, RAY | I | SENIOR WEALTH MANAGER | A | |
| HEDMAN, TROY, RAY | I | SENIOR WEALTH MANAGER | A | |
| HEDMAN, TROY, RAY | I | SENIOR WEALTH MANAGER | A | |
| HEDMAN, TROY, RAY | I | SENIOR WEALTH MANAGER | A | |
| HEDMAN, TROY, RAY | I | SENIOR WEALTH MANAGER | A | |
| HEDMAN, TROY, RAY | I | SENIOR WEALTH MANAGER | A | |
| HEDMAN, TROY, RAY | I | SENIOR WEALTH MANAGER | A | |
| HEDMAN, TROY, RAY | I | SENIOR WEALTH MANAGER | A | |
| O'BLENNIS, ROBERT, RANDOLPH | I | SVP - WEALTH MANAGEMENT | A | Control |
| O'BLENNIS, ROBERT, RANDOLPH | I | SVP - WEALTH MANAGEMENT | A | Control |
| O'BLENNIS, ROBERT, RANDOLPH | I | SVP - WEALTH MANAGEMENT | A | Control |
| O'BLENNIS, ROBERT, RANDOLPH | I | SVP - WEALTH MANAGEMENT | A | Control |
| O'BLENNIS, ROBERT, RANDOLPH | I | SVP - WEALTH MANAGEMENT | A | Control |
| O'BLENNIS, ROBERT, RANDOLPH | I | SVP - WEALTH MANAGEMENT | A | Control |
| O'BLENNIS, ROBERT, RANDOLPH | I | SVP - WEALTH MANAGEMENT | A | Control |
| O'BLENNIS, ROBERT, RANDOLPH | I | SVP - WEALTH MANAGEMENT | A | Control |
| O'BLENNIS, ROBERT, RANDOLPH | I | SVP - WEALTH MANAGEMENT | A | Control |
| O'BLENNIS, ROBERT, RANDOLPH | I | SVP - WEALTH MANAGEMENT | A | Control |
| O'BLENNIS, ROBERT, RANDOLPH | I | SVP - WEALTH MANAGEMENT | A | Control |
| O'BLENNIS, ROBERT, RANDOLPH | I | SVP - WEALTH MANAGEMENT | A | Control |
| O'BLENNIS, ROBERT, RANDOLPH | I | SVP - WEALTH MANAGEMENT | A | Control |
| O'BLENNIS, ROBERT, RANDOLPH | I | SVP - WEALTH MANAGEMENT | A | Control |
| O'BLENNIS, ROBERT, RANDOLPH | I | SVP - WEALTH MANAGEMENT | A | Control |
| O'BLENNIS, ROBERT, RANDOLPH | I | SVP - WEALTH MANAGEMENT | A | Control |
| O'BLENNIS, ROBERT, RANDOLPH | I | SVP - WEALTH MANAGEMENT | A | Control |
Registrations
Federal
IA
Dec 2, 2025 REGISTERED
Notice Filings (34)
AR AZ CA CO CT FL GA HI IA ID IL IN KS KY LA MA MD MI MO NC NE NH NJ NV NY OH OK OR SC TN TX UT VA WA
Address
11460 TOMAHAWK CREEK PKWYSUITE 400
LEAWOOD, KS 66211
United States
Phone: 913-498-8898