- Carl Nelson
- Executive Chairman
- Tom Anderson
- Chief Executive Officer
- Andy Jones
- Vice President &
Chief Financial Officer
- Kirk Jordan, Esq.
- General Counsel &
Chief Ethics Officer
- Bill Hauserman
- Senior Vice President
- Client Services
- Jay Yesselman
- Vice President
- Technology
- Cheryl Curran
- Vice President
- Marketing and Product Management
- Rick Abel
- Senior Vice President
- Sales