| Name | Title | Role flags | Hours/wk | Reportable comp | Related comp | Other comp |
|---|---|---|---|---|---|---|
| MATT Boersen CFP CFA | Board Chair | Officer | 3.0 | $0 | $0 | $0 |
| Louis Barajas CFP MBA | Board Member | — | 3.0 | $0 | $0 | $0 |
| Marguerita Cheng CFP | Board Member | — | 3.0 | $0 | $0 | $0 |
| Aneri Jambusaria CFP MBA | Board Member | — | 3.0 | $0 | $0 | $0 |
| Terri Kallsen CFP | Board Member | — | 3.0 | $0 | $0 | $0 |
| Malik LEE CFP CAP APMA | Board Member | — | 3.0 | $0 | $0 | $0 |
| Linda Leitz Phdcfp EA | Board Member | — | 3.0 | $0 | $0 | $0 |
| Elizabeth K Miller CFP CFA | Board Member | — | 3.0 | $0 | $0 | $0 |
| Peter ROHR CFP | Board Member | — | 3.0 | $0 | $0 | $0 |
| Martin SEAY PH D CFP | Board Member | — | 3.0 | $0 | $0 | $0 |
| Richard SHAW CFP MBA | Board Member | — | 3.0 | $0 | $0 | $0 |
| RICK Sherlock | Board Member | — | 3.0 | $0 | $0 | $0 |
| Nancy Smith JD | Board Member | — | 3.0 | $0 | $0 | $0 |
| Elisse Walter JD | Board Member | — | 3.0 | $0 | $0 | $0 |
| Kevin Keller | Chief Executive Officer | Officer | 40.0 | $0 | $1.1M | $185K |
| LEO Rydzewski | General Counsel | Officer | 40.0 | $0 | $646K | $137K |
| Kevin YEA | Chief Financial Officer | Officer | 40.0 | $0 | $413K | $108K |
| Elizabeth Stewart | Chief Operating Officer THRU 01/24 | Key employee | 40.0 | $0 | $376K | $48K |
| Thomas Sporkin | Managing Director | Key employee | 40.0 | $0 | $476K | $145K |
| DANE Snowden | Chief Operating Officer | Key employee | 40.0 | $0 | $554K | $157K |
| LISA Davis | Managing Director | Key employee | 5.0 | $0 | $232K | $113K |
| James Katsaounis | Managing Director | Highest comp | 40.0 | $0 | $343K | $59K |
| Joseph Maugeri | Managing Director THRU 08/24 | Highest comp | 40.0 | $0 | $537K | $105K |
| JOHN Loper | Managing Director | Highest comp | 40.0 | $0 | $320K | $65K |
| ERIN Koeppel | Managing Director | Highest comp | 40.0 | $0 | $324K | $50K |
| ADAM Zajac | Managing Director | Highest comp | 40.0 | $0 | $294K | $45K |