Mike Scott Helveston

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.

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.

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.

John Neal is a financial advisor at Stone Loft Wealth Management LLC with 19 years of industry experience. He holds the Series 66 designation and previously worked at The Vanguard Group and UBS Financial Services. Stone Loft Wealth Management is an independent advisory firm serving high-net-worth individuals, trusts, estates, and businesses. The firm offers discretionary wealth management and financial planning, focusing on portfolio construction with low-cost mutual funds and ETFs, combining fundamental and technical analysis within a long-term investment framework.

Ben is the founder of Ketwich Capital LLC ("Ket-Cap") which serves the financial and investment needs of professionals and families. Ben is a CERTIFIED FINANCIAL PLANNER™ and a Certified Kingdom Advisor®. Prior to founding Ket-Cap in 2017, Ben spent a decade working on Wall Street at UBS and Neuberger Berman. As an equity analyst in 2008, he had a front-row seat to the housing bubble burst and the collapse of the global economy. This experience taught him the dangers of financial salesmanship (mortgages in this case) and the pitfall wealth can bring when there is no plan or purpose. Ben is passionate about helping others become secure, content, and generous in their wealth. Ben has facilitated financial courses including Financial Peace University, Charting Your Legacy, and the Journey of Generosity (Generous Giving). In his personal time, Ben can be found either outside with his wife and two young children or building something around the house. He is an avid reader of books related to money, history, and theology.

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.