| Jeff Buckner: | Founder and Chairman, CFP®, MBA, AIF® |
| Chris Kerckhoff, Jr: | President, CFP®, AIF® |
| Steve Frank: | Vice-Chairman, JD, AIF®, former V-P, Associate General Counsel, Secretary McDonnell Douglas/Boeing |
| Larry LeGrand: | Vice-Chairman, CPA, AIF®, former tax partner KPMG Peat Marwick |
| Mike Bruno: | Senior V-P, MBA, AIF®, Co-Founder Bruno, Stolze & Company (sold to Mercantile/US Bank in 1998) |
| Tom Goldberg: | Director of Planner Development, CFP®, MBA, former Partner Edward Jones |
| Joe Patane: | V-P (Sarasota, FL office), JD, LLM, CFP®, AIF®, former law partner/entrepreneur |
| Bob Tucker: | V-P, MD, MBA, AIF®, former orthopedic surgeon |
| Leo Haas: | V-P, MBA, AIF®, former Executive V-P Boatman's Bank, Principal in Westgate Equity Partners |
| Susan Conrad: | AIF®, First Mercantile Trust, 1987 - 1991 & 1994 - 2/2011 |
| Mercer Bullard: | V-P (Oxford, MS office), JD, Law Professor Univ. of Mississippi, Founder of Fund Democracy |
| Brian Wiederman: | Secretary of Investment Committee |
| Brian King: | Director of Financial Planning |
| Chad Frazier: | Director of Compliance |
| Kyle Attarian: | Financial Planner |
