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.

Wayne Wagner Jr. is a Chartered Financial Consultant (ChFC®) with 30 years of experience in the financial services industry. He is currently with WealthPlan Investment Management LLC and has held previous roles at WealthPLAN Partners, Securities America Inc., LPL Financial, and Ascend Financial Services. Outside of his advisory work, he serves on the advisory board of the American Society of Pharmacovigilance Physicians, hosts the Envizion More Podcast covering investing, business, and life topics, and is involved in ventures including solar panel projects, franchising, and equipment leasing. WealthPlan Investment Management LLC is an SEC-registered firm with a team of 29 professionals managing approximately $2.18 billion in assets. The firm offers comprehensive financial planning, investment management, and retirement services to individuals, high-net-worth clients, and institutional investors, utilizing model-based strategies across a broad range of asset classes and employing a mix of proprietary and third-party investment solutions.

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 the sole advisor at Annova LLC, an independent registered investment adviser based in Wilmington, Delaware. He holds a Series 65 designation and has six years of industry experience, including six years at Axalta Coating Systems LLC prior to founding Annova in 2020. Li is also a licensed life insurance agent authorized to serve clients in California, Delaware, Florida, and Pennsylvania and may recommend annuities or life insurance when appropriate. Annova LLC serves individual investors as well as institutional and corporate clients, including trusts and foundations. The firm offers portfolio management through a sponsored wrap-fee program, using risk-based and outcomes-based asset-allocation models across multiple asset classes and engages third-party managers to implement strategies on a 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.

Paul Kobilka is a CFP® and ChFC® with 12 years of industry experience. He is the principal advisor at Altruistic Advisor LLC, an independent firm he has been with since 2024. Prior to this, he worked at Brookstone Wealth Advisors, LLC and Mercer Global Advisors Inc. Paul has also owned and managed a rental property business since 1998. Altruistic Advisor LLC provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm utilizes diversified, low-cost mutual funds and ETFs, applying fundamental and technical analysis along with artificial intelligence decision-support tools, and offers distinctive ERISA-focused retirement plan services.

Damon Gray is the sole advisor at Jura Investments, LLC, with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has served as an Instructor of Management and Finance at Montgomery County Community College since 2015, including a term as Diversity Fellow of Finance. Jura Investments primarily serves pooled and institutional clients such as pension and profit-sharing plans, trusts, and corporate or charitable entities, while also offering services to high-net-worth individuals. The firm provides discretionary portfolio management and pension consulting, combining formal pension consulting with public educational workshops and employing a multifaceted asset allocation approach.

Andrew Sullivan is a financial advisor at Stonefield Capital Ltd. in Malvern, PA, holding a Series 66 designation with two years of industry experience. Prior to joining Stonefield Capital, he worked at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of his advisory role, he works as an Emergency Department Technician at Mainline Health, Paoli Hospital. Stonefield Capital Ltd. provides portfolio management, financial planning, and pension consulting primarily for pooled and institutional clients, as well as corporations and high-net-worth individuals. The firm’s investment approach combines fundamental, quantitative, technical, and charting analysis with an emphasis on long/short equity strategies and includes formal pension consulting services.

Timothy Ireland is a financial advisor at Hibernia Strategies Inc. He holds a Series 65 designation and has 1 year of industry experience. Prior to joining Hibernia Strategies, he has been affiliated with Hibernia Sales Corporation since 2014. Hibernia Strategies Inc. provides investment advisory and portfolio management services to a diverse client base, including individuals, family offices, pension funds, municipalities, and charitable organizations. The firm employs a combination of technical, fundamental, and cyclical analysis and typically manages accounts on a discretionary basis with an emphasis on fair allocation and performance-based fee arrangements.

I founded Earndex to help others find and remain on a path to financial security. I have deep expertise in all subject areas of financial planning including investments, retirement planning, insurance, tax planning, employee benefits, estate planning, and more. My job is to ensure you stay on course to achieve your long-term financial goals. While I work with a broad range of clients, I have significant experience working with business owners, particularly with solo service providers. Outside of work, I am a dedicated husband and father of two. I enjoy skiing, golf, and cooking for family and friends.

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.

Kenneth Smith is a financial advisor with Compass Financial Advisors, LLC in West Chester, PA, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has held positions at firms including Alden Investment Advisors, Equalize Capital, and Bluestone Capital Management. He serves as Chief Compliance Officer and owner at Compass Financial Advisors, LLC. Compass Financial Advisors, LLC offers discretionary and non-discretionary asset management and separately managed accounts to individual and institutional clients, managing approximately $21.5 million across 40 accounts. The firm uses a combination of top-down asset allocation and bottom-up fundamental research to construct portfolios, primarily implementing discretionary strategies with ongoing monitoring and quarterly reviews.

Erich Barchi is a financial advisor at Row Your Own Boat, an independent investment advisory firm based in Malvern, PA. He holds a Series 66 designation and has 10 years of industry experience. His prior work includes roles at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. Row Your Own Boat provides discretionary portfolio management to individuals, high-net-worth clients, small businesses, and nonprofit institutions. The firm combines fundamental, technical, charting, and cyclical analyses to construct customized portfolios, employing both passive and active strategies tailored to client-specific investment guidelines.

Adam Wilk is a financial advisor at Greystone Capital Management with six years of industry experience. He holds the Series 65 designation and previously worked at Citibank from 2016 to 2019. Greystone Capital Management provides discretionary investment management focused on long-only equity portfolios, specializing in small- and micro-cap stocks through fundamental research. The firm serves individuals, trusts, estates, business entities, charitable organizations, and family offices, emphasizing high-conviction, concentrated positions held until perceived mispricings correct.

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.

Anthony Passerini is a financial advisor at AJP Financial Services, LLC in Wilmington, DE, with 54 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Prior to founding his independent firm in 2017, he worked at Next Financial Group Inc for 11 years. AJP Financial Services serves individuals, including business owners, professionals, and retirees, as well as sponsors of qualified retirement plans. The firm offers comprehensive financial planning, discretionary and non-discretionary investment management, and retirement plan consulting, using a process based on capital market assumptions and modern portfolio theory.