Edward J Cleary

John Kroger is the founder of Milvian Bridge Advisory, an independent investment advisory firm based in Paoli, Pennsylvania. He holds a Series 65 and earned both a Bachelor of Science in Finance and an MBA with a concentration in Finance from Fairfield University. He is also a graduate of Malvern Preparatory School. His professional background includes experience with Daylesford Abbey, Stone Bay Holdings, and Hampton Inn. Milvian Bridge Advisory provides portfolio management, financial planning, and investment consulting to individuals, families, high-net-worth clients, retirement accounts, trusts, estates, and business owners. The firm operates as a fiduciary and fee-only adviser, emphasizing disciplined portfolio construction, diversification, thoughtful asset allocation, tax-aware decision-making, and advice tailored to each client’s goals, circumstances, and long-term objectives.

Jason Pepe is a financial advisor with Stifel in Conshohocken, PA, holding a AIF designation and Series 7, 24, 55, 63 and 66 designations and 23 years of industry experience. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Beth Dandrea is a Certified Financial Planner™ with 13 years of industry experience and has operated her own firm, Beth D'Andrea, Financial Planner, LLC, for 19 years. She is affiliated with Plumtree Financial Planning, an independent firm based in Malvern, PA. Plumtree Financial Planning offers comprehensive financial planning and portfolio management tailored to individuals and families. The firm emphasizes long-term, goal-based planning and provides ongoing and project-based advice without taking custody of client assets, operating primarily on a fee-only, non-discretionary basis.

Albert Dalby is a financial advisor with Vantage Advisors, LLC in Wayne, PA, holding the ChFC® designation and Series 63 and 65 licenses. He has 33 years of industry experience, including 23 years at Vanguard before joining Vantage Advisors in 2019. Vantage Advisors provides financial planning and consulting services to individuals, high-net-worth clients, trusts, small business owners, employer-sponsored retirement plans, and nonprofit foundations. The firm utilizes fundamental analysis, modern portfolio theory, and quantitative techniques to develop long-term investment strategies and offers advising on an hourly basis without discretionary trading authority or performance-based fees.

Eric Tornoe is a financial advisor at Acadia Investment Advisors LLC with six years of industry experience. He holds a Series 65 designation and previously worked at Pfizer Inc. for 26 years before joining Acadia in 2019. His background also includes a brief tenure at Randstat Sourcing in 2019. Acadia Investment Advisors provides discretionary portfolio management to individual and high-net-worth clients, focusing on a small and concentrated client roster. The firm employs a blend of cyclical, fundamental, and quantitative analysis across equity-focused portfolios, using a variety of long-term, short-term, and options strategies.

Gerald Levin is the sole advisor at GBL Asset Management, Inc., an independent firm based in Huntingdon Valley, PA. He holds 35 years of industry experience and has led the firm since 1985. Levin serves as Secretary of the Philadelphia Chapter of the American Association of Individual Investors, a nonprofit focused on investment education. GBL Asset Management manages approximately $34.3 million for individual and select institutional clients, employing a value-oriented, income-aware investment approach centered on mutual and closed-end funds, fixed-income instruments, and occasional equities. The firm operates primarily on a non-discretionary basis and utilizes block trading and a family-group fee structure.