| Brandon Drespling | President & Chief Compliance Officer, Triumph Capital Management | 2026-09-12 | 2026-09-13 | 4 |
| Brent McGibbon | Financial Consultant/IAR, per JT's TCM people reference ([tcm-compliance-ops.md](file:///C:/Users/jeffs/.claude/reference/tcm-compliance-ops.md)) | none logged; last correspondence 2026-09-02 | 2026-09-03 | 0 |
| Brian Stark | Financial Consultant / IAR; member of the MBTC Security Benefit Monthly Committee | 2026-08-31 MBTC Security Benefit Monthly Committee Meeting (September Allocation), accepted (calendar only; no record yet) | 2026-09-03 | 0 |
| Christopher Kolker (Christopher Lee Financial) | Financial Consultant/IAR, per JT's TCM people reference ([tcm-compliance-ops.md](file:///C:/Users/jeffs/.claude/reference/tcm-compliance-ops.md)); his personal Box folder is named "Christopher Lee Financial" and Mike Knoebel is his unlicensed associate ([rep-master-codes.md](file:///C:/Users/jeffs/.claude/reference/rep-master-codes.md)) | none logged; last correspondence 2026-09-02 | 2026-09-03 | 0 |
| Dan Mayer | Rep on the Mayer/Williams team (Daniel Mayer in firm-facing folders, per rep-master-codes.md); member of the MBTC Security Benefit Monthly Committee; title not on file | 2026-08-31 MBTC Security Benefit Monthly Committee Meeting (September Allocation), accepted (calendar only; no record yet); last correspondence 2026-09-11 | 2026-09-12 | 0 |
| Derek Eichenwald | CEO, Triumph Capital Management; IAR | 2026-09-07 | 2026-09-12 | 5 |
| Hannah Ferguson | role not on file as a title; Derek's email signature (2026-09-03) lists her as an executive assistant of Derek N. Eichenwald | none logged; last correspondence 2026-06-10 | 2026-09-03 | 0 |
| Jamar Anderson | Director of Operations & Client Experience (his email signature, 2026-09-03); listed as an executive assistant of Derek N. Eichenwald in Derek's signature | 2026-08-05 Teams meeting he organized with Rheece and JT (calendar only; no record yet); last correspondence 2026-09-11 | 2026-09-12 | 4 |
| Jim Peters | Financial Consultant; Certified Wealth Strategist® (CWS), per his email signatures (2026-06-09); attends the MBTC / investment committee meetings (tcm-compliance-ops.md) | 2026-09-12 | 2026-09-13 | 0 |
| Rheece Hilliard | role not on file | 2026-08-05 Teams meeting organized by Jamar with JT (calendar only; no record yet); last correspondence 2026-09-11 | 2026-09-12 | 1 |
| Ryan Cook | Financial Consultant / IAR; member of the MBTC Security Benefit Monthly Committee | 2026-08-31 MBTC Security Benefit Monthly Committee Meeting (September Allocation), accepted (calendar only; no record yet) | 2026-09-03 | 0 |
| Shea Winkeller | Financial Consultant, ChFC® (her email signature, 2026-06-06); Denver registered branch | none logged; last correspondence 2026-06-08 | 2026-09-03 | 0 |
| Tim Waters | Financial Consultant / IAR, Triumph Capital Management | none logged yet | 2026-09-03 | 0 |