| Matthew Marsallo | TwinFocus | Boston | Not listed | Percentage of assets, Hourly |
| Paul Thompson | TwinFocus | Boston | Not listed | Percentage of assets, Hourly |
| William Waldrip | TwinFocus | Boston | Not listed | Percentage of assets, Hourly |
| George Ferrel | PUREfi Wealth | Boston | Not listed | Percentage of assets, Hourly |
| Nicole Bogert | PUREfi Wealth | Boston | Not listed | Percentage of assets, Hourly |
| Paul Simons | PUREfi Wealth | Boston | Not listed | Percentage of assets, Hourly |
| Sandy Galuppo | PUREfi Wealth | Boston | Not listed | Percentage of assets, Hourly |
| Timothy Jones | PUREfi Wealth | Boston | Not listed | Percentage of assets, Hourly |
| Zachary Stuppy | Brave Boat Capital Advisors | Boston | Not listed | Percentage of assets |