Lisa A Primack

I’m Delaware’s only professional futurist and the founder of StratFI, a boutique investment advisory firm built around a simple question: “What happens next?” Before launching StratFI, I served as lead portfolio manager for a multi-family office working with inherited wealth families. At the start of my career, I worked as a financial planner for what is now Ameriprise. Today, StratFI provides active investment management for active people — particularly professionals and retirees focused on building, preserving, and navigating long-term wealth. I work with a limited number of clients to maintain meaningful relationships and deliver a highly personalized experience. Clients receive direct access to their portfolio manager, customized investment strategies, and thoughtful guidance. All client assets are custodied with Charles Schwab. StratFI operates as a fee-only fiduciary, meaning no commissions and no conflicts of interest. To maintain a high standard of service and customization, we typically work with clients who have $500,000 or more in investable assets.

Jeffrey Kropp is a financial advisor with OSAIC, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Woodbury Financial Services, Market Street Wealth Management, USA Financial Securities Corporation, and Patriot Financial Group. He is also the owner of Brandywine Financial Advisors, a sole proprietorship offering life and health insurance and fixed annuities. OSAIC Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs a comprehensive investment process integrating risk-tolerance assessments, asset allocation software, and portfolio optimization tools, offering both discretionary and non-discretionary management across a wide range of investment products.

Li Ma is a financial advisor at Annova LLC with five years of industry experience. He holds a Series 65 designation and has worked at Annova since 2020. Prior to that, he was employed at Axalta Coating Systems LLC for six years. Li is also a licensed independent life insurance agent in California, Delaware, Florida, and Pennsylvania and may recommend annuities or life insurance as part of financial planning. Annova LLC provides discretionary portfolio management to individual, institutional, and corporate clients through its Portfolio Management Account wrap-fee program. The firm uses risk-based and outcomes-based asset-allocation models and delegates trading and model implementation to selected investment managers, offering quarterly performance reporting and employing strategies that may include derivatives and alternative investments.

Mark Marinzoli is a financial advisor at Keystone Wealth Management Services Inc., holding a Series 65 credential with 11 years of industry experience. He has served as vice president and partner of Keystone Family Office Inc. since 2003, overseeing accounting, tax, and business advisory services. Keystone Wealth Management Services Inc. is an independent, single-advisor registered investment adviser that primarily manages discretionary assets for irrevocable trusts and related limited liability companies. The firm combines fundamental analysis and technical charting to implement individualized, longer-term portfolios and offers integrated tax and business consulting through its affiliate, Keystone Family Office Inc.

Robert Peloso is a financial advisor at 3rd Level Analytics with 11 years of industry experience. He holds a Series 66 designation and previously worked at Merrill and Bank of America from 2016 to 2024. Outside of his advisory role, he provides part-time math tutoring for high school students. 3rd Level Analytics offers portfolio management and financial planning primarily for individual and high-net-worth clients, as well as charitable organizations. The firm uses fundamental and quantitative analysis combined with modern portfolio theory to build long-term portfolios, delivering services on a primarily non-discretionary basis while clients retain trading authority.

Michael Kwiatkowski is a CFA charterholder and financial advisor with two years of industry experience. He is the principal of WHTG Wealth Management, LLC, an independent firm he founded in 2025. Prior to establishing WHTG, he worked for eight years at The Board of Pensions - PC USA. In addition to his advisory role, he is a licensed insurance professional who dedicates a portion of his time to insurance sales. WHTG Wealth Management provides discretionary investment management and comprehensive financial planning to individuals and high-net-worth clients. The firm employs a long-term investment approach that includes fundamental and cyclical analysis to build diversified portfolios of low-cost mutual funds, ETFs, individual bonds, and occasionally closed-end funds and cryptocurrency ETFs.