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.

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.

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.

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.

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.

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.

Hi! I'm Kevin Lam, and I am the owner of Age Wisely Financial. With more than four decades of accumulated financial wisdom, I guide you (or your parents) in gaining understanding, making decisions, and taking action in such key areas as: • Purpose in Life: crafting a Life Purpose Statement • Income Stability: analyzing Social Security, pensions, investments, annuities • Portfolio Review: assessing asset tax status and allocation for alignment with goals and safeguards • Withdrawing from Investments: evaluating Target Funds, Guardrails, Bucketing, Bond Ladders • Medicare: reviewing current and projected health care costs and coverage • Roth Conversions: potentially lowering taxes in future years • Required Minimum Distributions (RMD): reducing through Qualified Charitable Distributions (QCD) and Qualified Longevity Annuity Contracts (QLAC) • Inheriting an IRA: untangling the complexities of the Required Beginning Date (RBD), 5-year, 10-year, and other rules • Donor Advised Funds (DAF) and Qualified Charitable Distributions (QCD): using strategies to meet your philanthropic goals and reduce tax • Loss of Spouse: mitigating “widow/widower’s tax penalty” + maximizing Social Security survivor benefits • Long-Term Care: searching for affordable choices • Reverse Mortgage: evaluating for appropriate use in accessing home equity • Aging in Place Modification: assessing home changes for continued independent living • Care Facility Search: helping locate care facilities • Identity Theft and Fraud Prevention: using available protection tools • Legacy Vision: communicating values and memories to future generations • Trusts: explaining use of Intentionally Defective Grantor Trust (IDGT), Grantor Retained Annuity Trust (GRAT), Domestic Asset Protection Trust (DAPT), Qualified Personal Residence Trust, (QPRT), Charitable Remainder Trust (CRT), and other advanced trusts. I serve you on a flat-fee basis. For individuals, $4,500. For couples, $6,000. I also serve you as Advice-Only. This means I provide recommendations for your asset portfolio (and your entire financial ecosystem), but you are always in command of your assets. You do not pay me any Asset Under Management (AUM) fees. You do not need to transfer any of your accounts. Let's talk. Let's work together to understand your concerns and goals, figure out your choices, and help you navigate your best course of action. Let's gain you comfort in your mind, and heart.

Jason Zola is a financial advisor at Cartera Investments with a Series 65 credential and two years of industry experience. Prior to joining Cartera Investments, he worked at Exelon Corporation for a total of 14 years in various roles. Cartera Investments is an independent, state-registered, fee-only advisory firm that provides personalized investment management and comprehensive financial planning to individual, high-net-worth, and pre-retirement clients. The firm emphasizes asset allocation and fundamental analysis, combining active and passive funds with select individual bonds and equities, and focuses on formal non-discretionary procedures requiring documented client approvals for transactions and rebalancing.

William Rizzo is the principal advisor at Quantum Strategies Wealth Advisory, an independent firm based in Glen Mills, PA. He holds Series 63, 65, and 66 licenses and has 12 years of industry experience. Prior to founding Quantum Strategies in 2015, he operated as a sole proprietor and has been involved in insurance sales and property management. Quantum Strategies Wealth Advisory provides discretionary asset management and financial planning services to individuals, high-net-worth clients, and business entities. The firm employs a proprietary quantitative framework focused on economic cash-flow analysis to guide security selection and portfolio management, offering customized investment programs and a combination of institutional retirement-plan consulting and retail wealth management.

David Snyder is a CFA® charterholder with 39 years of industry experience. He is the principal advisor at Journey 1 Advisors, LLC, an independent firm he has led since 2023. Prior to founding Journey 1 Advisors, he spent 14 years at Oppenheimer & Co. He is also a licensed fixed insurance producer registered with the Pennsylvania Department of Insurance. Journey 1 Advisors provides discretionary and non-discretionary portfolio management primarily for individual clients, managing approximately $38.8 million across about 35 accounts. The firm employs both fundamental and technical analysis, incorporating strategies such as hedging and derivative techniques, with client portfolios composed of equities, fixed income, derivatives, and insurance contracts.

Kevin Womack is a financial advisor at Bryn Mawr Investments with a Series 65 designation and nine years of industry experience. His prior roles include positions at Citi Bank, MUFG Bank, Trident Mortgage, TD Bank, and Bryn Mawr Trust Bank. Outside of his advisory work, he serves as a board member for an abstractor corporation involved in land and title insurance. Bryn Mawr Investments is an independent firm serving clients with personalized investment strategies.

Dana Walker is a Series 65-licensed financial advisor with 35 years of industry experience. He is the sole advisor at Q(x) Branch Reserve Investments LLC, where he has worked since 2018. Before founding his current firm, he spent 31 years at Kalmar Investments Inc. and one year as a self-employed advisor. Q(x) Branch Reserve Investments LLC provides discretionary asset management and portfolio monitoring for individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporate or business entities. The firm focuses on low-turnover, long-horizon portfolios concentrated in small- to mid-cap growth companies, emphasizing fundamental analysis and tax efficiency.

John Dimatteo is the sole advisor at DiMatteo Financial Group in Chadds Ford, PA, with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has led his independent advisory firm since 2010. Outside of financial advising, he owns a temporary staffing agency serving the hospitality sector. DiMatteo Financial Group provides fee-based investment advisory and portfolio management services to individuals, pension plans, corporations, and other business entities. The firm emphasizes a tactical allocation strategy based on fundamental analysis and manages approximately $42.3 million across about 90 clients, focusing notably on non-discretionary portfolio management and pension consulting.

Alexander Mancini is the sole advisor at Win Investing LLC in Swarthmore, PA, holding Series 63 and Series 65 credentials with 38 years of industry experience. He has led Win Investing since its founding in 2016. Win Investing LLC offers discretionary portfolio management and investment advice to individuals, high-net-worth clients, trusts, foundations, and employer plans. The firm employs a top-down investment process combining fundamental and technical analysis, with risk-sensitive management across a range of asset classes including stocks, bonds, currencies, and commodities.