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None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Pathway Financial Advisers invest in?","answer":"At the end of its last fiscal year, Pathway Financial Advisers’ separately managed accounts held 69% exchange-traded equities, 19% investment grade corporate bonds, 9% registered funds (mutual funds, ETFs, BDCs), 1% U.S. government and agency bonds, 1% state and local bonds and 1% cash and equivalents.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Pathway Financial Advisers?","answer":"Pathway Financial Advisers’ direct owners are Steven Post, Joel Grimm, David Tracey and Erin Mutton, each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 11 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Pathway Financial Advisers get paid?","answer":"Pathway Financial Advisers is paid through a percentage of assets under management, hourly charges and fixed fees. 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