Stephen Ward Chaffin

Lathrop Investment Management Corp. (LIMC) is an independent investment counseling firm headquartered in Little Rock, Arkansas. The firm was founded by Gregory C. Lathrop in 1981. LIMC provides discretionary investment counseling to individuals, families, trusts, estates, retirement plans, businesses and not-for-profit institutions.

Members Trust Co. (Investment Management) (MTC-IM) is the investment management division of Members Trust Co., a national credit union-owned trust cooperative headquartered in Tampa, Florida. Founded in 1987, the firm is owned by America’s Credit Unions and regulated by the Office of the Comptroller of the Currency. MTC-IM provides financial stewardship, trust and estate services, and wealth management solutions to credit union members as well as non-credit union accounts.

MTC Wealth Management LLC (MTC) is a SEC-registered investment advisor headquartered in Tampa, Florida. The firm was founded in 2019 as a wholly owned subsidiary of Members Trust Co., FSB. MTC offers third-party money management services via contractual relationship with investment platform providers. The firm considers the platform providers to be institutional investors, as these types of clients are other investment advisers who offer investment services to the underlying plan participants.

Members Trust Co. offers trust and investment services to credit unions, members, and private clients with a focus on estate planning and retirement savings. Members Trust was founded in 1987 and is based in Tampa, FL with subsidiaries in the United States. The private company provides guidance on investment management, long-term care planning, and tax-efficient investing. The company also offers information on converting traditional IRAs to Roth IRAs, business succession planning, and designating beneficiaries. Kenneth E. Lako has been the CEO of the company since 2023.