Peter Cook Rubincam

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.

Andrew Hipple is a CFP® and Enrolled Agent with 20 years of industry experience, currently serving as an Partner at Moneta Group Investment Advisors, LLC. Prior to merging with Moneta he was the managing partner of Lane Hipple Wealth Management Group an independent RIA. Moneta Group Investment Advisors serves high-net-worth individuals, families, executives and business owners offering advanced tax planning, executive compensation planning, portfolio management, financial planning, and family office services. Having personal bought, sold and successfully executed a succession plan. He brings high touch experience and knowledge to founders and business owners looking to exit, transition or sell their companies. He assist with the tax planning around asset based sales, stock sales and Section 1202 Qualified Small Business Stock sales.

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.

Joseph Hornig IV is a Series 66-credentialed advisor at Wells Fargo Clearing with one year of industry experience. His work history includes roles in education prior to joining Wells Fargo Advisors. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and a variety of brokerage and advisory solutions. The firm manages approximately $671 billion in assets and integrates research and analytics to guide investment decisions.

Michael Carey is a CFA charterholder and the sole advisor at Carey Investment Solutions LLC in Philadelphia, PA, with 14 years of industry experience. He has led his independent firm since its founding in 2012. Carey Investment Solutions provides wealth management and discretionary portfolio management services to individuals and high-net-worth clients. The firm employs a fundamental, long-term investment approach while utilizing margin borrowing and actively managed, concentrated portfolios when appropriate.