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Omni Dallas
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Steve Farmer
1g, 2024 Holly Orefice 6/15/23 1g, 2024 Holly Orefice 6/15/23

Steve Farmer

Chief Compliance Officer

Confluence Investment Management LLC

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Tito Pombra
1g, 2024 Holly Orefice 4/21/23 1g, 2024 Holly Orefice 4/21/23

Tito Pombra

Founder and President

Adviser Compliance Consulting Inc.

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Bridget Ward
1g, 2024 Holly Orefice 4/14/23 1g, 2024 Holly Orefice 4/14/23

Bridget Ward

Compliance Officer

GeoWealth

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