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Company Executives

Officer Age In this role Joined Pay Source
John Musgrave Also a director
Chief Executive Officer
Not stated Not stated Not stated Not reported
Blake R. Nelson
Chief Financial Officer and Treasurer
Not stated Since 2021
5 years
Not stated Not reported
Brad Mead
Chief Compliance Officer and Secretary
Not stated Since 2024
2 years
Not stated Not reported

Each officer opens the passage of the filing that names them. A title that changed since the list comes from the officer's latest Form 3, 4 or 5, and its start year is not stated there. "Not stated" means the filing does not say. Pay is the proxy's Summary Compensation Table, which reports only the named executive officers.

Directors
4
serving now
Independent
3 of 3
stated in the proxy; 1 not stated
Average tenure
7.0 years
from year joined
CEO also chairs the board
No
Brian R. Bruce
Director Age On board Independent Committees Other public boards Pay Source
Brian R. Bruce
Not stated 2007
19 years
Independent None stated None stated Not stated
John Musgrave
Not stated 2025
1 year
Not stated None stated None stated Paid as CEO
Andrea N. Mullins
Not stated 2021
5 years
Independent None stated Valued Advisers Trust Not stated
John H. Alban
Not stated 2023
3 years
Independent None stated None stated Not stated

Each director opens the passage of the proxy that names them. "Not stated" means the proxy does not say; it never means "no". Pay is the proxy's Director Compensation table; the CEO is paid as an executive.

The latest proxy has no related-party section

The proxy filed May 12, 2026 does not include one, and no earlier proxy on record does.

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