| Owner | Title | From | %Ownership |
|---|---|---|---|
| Collins, John, Patrick | CEO, Partner and Chief Compliance Officer | 10/2004 | < 5% |
| Hobson, Gregory, Alan | Partner | 03/2019 | 5-10% |
| Bernfeld, Jeffrey, Alan | Partner | 03/2019 | 5-10% |
| Plechner, Gregory, NMN | Partner | 03/2019 | 10-25% |
| Greenspring Wealth Management, Inc | Owner | 04/2021 | 25-50% |
| Goetz, Mary, Rice | Parnter | 04/2021 | < 5% |
| Collins, John, Patrick | Owner | 04/2021 | > 75% |
| Stanley, Christian, T. | Partner | 01/2022 | < 5% |
| Isi Financial, Inc | Owner | 08/2022 | 10-25% |
| Decker, Timothy, Jay | Owner | 08/2022 | > 75% |
