| Kenneth Coleman | Managing Partner |
| Heather Ettinger | Managing Partner |
| Paul Abbey | Chairman & Founding Partner |
| Matt Bures | Manager of Operations |
| Andrew Connors | Vice President & Advisor |
| Pamela Dagostino | Client Service Manager |
| Rick D'Amico | Manager of Investments |
| Peter DeVito | Vice President & Advisor |
| Emily Drake | Partner & Senior Advisor |
| Kendall Exline | Portfolio Administrator |
| Erin Fleming | Client Service Coordinator |
| Kristen Gall | Marketing Manager & Client Service Manager |
| Christopher Isabella | Vice President & Advisor |
| Laurel Lawrence | Senior Portfolio Administrator |
| Rachel Margulis | Consultant |
| J. T. Mullen | Chief Investment Strategist |
| Thomas Seifert | Partner & Senior Advisor |
| Emily Shacklett | Partner & Senior Advisor |
| John Silvis | Director of Investments |
| Joyce Zak | Consultant |
| Paul Zappala | CCO & Director of Operations and Information Technology |