Michael E. Harter

President & Chief Investment Advisor

Shawn L. Theisen

Executive Secretary

Annette M. Clark

Accountant

Jennifer M. Wentworth

Accountant

John Goggan

Head of Managed IT

Keith O. Frame

Vice President & Secretary

Bethany Leviere

Operations Manager & Firm Administrator

Jennifer Tucker

Staff Accountant

Heather Graham

Cpa, CVA

Gene Smith

Shareholder