I'm Delaware's only professional futurist and the founder of StratFI, a boutique investment advisory firm focused on "What happens next?" Prior to starting my own firm, I served as lead portfolio manager for a multi-family office serving inherited wealth clients. At the start of my career in 1991, I was a financial planner for what is now Ameriprise.

Michael Carey is a CFA charterholder and the sole advisor at Carey Investment Solutions LLC, an independent firm based in Philadelphia, PA. He has 13 years of industry experience and has led his firm since 2012. Carey Investment Solutions provides wealth management and discretionary portfolio management services to individuals and high-net-worth clients. The firm emphasizes fundamental analysis with a long-term investment horizon while employing active management and the occasional use of margin borrowing to optimize portfolio timing and allocations.

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.

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.

Brody Rosenfeld is a financial advisor with Foundation Financial Planning, LLC in Philadelphia, PA, holding a Series 65 designation and 10 years of industry experience. He previously worked at Twams Financial Planning, LLC and Green Mountain Energy. Foundation Financial Planning, LLC provides outsourced financial planning and modeling services exclusively to other advisory firms, focusing on data review, cash-flow and Monte Carlo modeling, and goals-based planning. The firm operates on a business-to-business model, offering fixed-fee and hourly engagements without managing assets or exercising investment discretion.

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.

Logan Murray is a CFP® and Series 65-licensed financial advisor with eight years of industry experience. He has worked at Pocket Project LLC since 2020 and previously held roles at Brighton Jones and myCIO Wealth Partners, LLC. Pocket Project is an independent firm serving individual and high-net-worth clients with discretionary portfolio management, comprehensive financial planning, hourly planning, and tax return preparation. The firm employs a Modern Portfolio Theory-based investment approach focused on passive vehicles and strategic asset allocation, and it offers a subscription-style pricing model alongside a range of planning and tax 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.

Atul Varma is a CFA® charterholder and the founder of Burnett Lane Advisors, LLC, where he has worked since 2025. He previously held roles at Hamilton Lane and BNY Mellon, accumulating over a decade of experience in institutional finance. Outside of his advisory work, he is the founder and managing member of Care Home Health, LLC, a non-medical home care agency serving seniors and disabled individuals. Burnett Lane Advisors provides discretionary investment management and financial planning services to individuals, families, trusts, estates, retirement accounts, charitable organizations, and small institutions. The firm employs a quantitative, performance-focused, long-term investment approach, utilizing equities, ETFs, and index-based instruments, and offers integrated financial planning alongside portfolio management.

Andrew Sullivan is a financial advisor at Stonefield Capital Ltd. with one year of industry experience. He holds a Series 66 designation and previously worked at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of his advisory role, he serves 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 employs a combination of fundamental, quantitative, technical, and charting analysis, typically emphasizing a long/short equity strategy alongside tools such as options and short sales.

Timothy Ireland is a Series 65 licensed financial advisor with 12 years of experience at Hibernia Sales Corporation. He has been with the firm since 2014. Hibernia Sales Corporation is a privately held investment adviser serving institutional and high-net-worth clients, including charitable organizations, family offices, and pension funds. The firm employs a combination of technical, fundamental, and cyclical analysis within client-specified limits and uses performance-based fee arrangements tied to the S&P 600 benchmark.

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 Series 65 credentialed financial advisor with 10 years of industry experience. He has been with Keystone Wealth Management Services Inc. since 2015 and is also a vice president and partner at Keystone Family Office Inc., where he is involved in accounting, tax, and business advisory services. Keystone Wealth Management Services Inc. provides discretionary investment management and advisory services primarily to high-net-worth individuals, trusts, and business entities, with a focus on irrevocable trusts and related LLCs. The firm combines fundamental and technical analysis, incorporates institutional research, and offers specialized services including directed trust relationships and alternative billing arrangements.

Russell Wild is the sole advisor at Global Portfolios, LLC, an independent firm based in Philadelphia, PA. He holds a Series 65 designation and has 17 years of industry experience, including 16 years with Global Portfolios. In addition to his advisory role, he is a self-employed financial journalist who writes articles and books primarily about investing. Global Portfolios provides referral services to individuals, businesses, and high-net-worth clients, directing them to third-party advisers for portfolio management. The firm emphasizes market efficiency, asset-class allocation, and low-cost indexing, referring clients to vetted fee-only advisers with aligned investment approaches.

Kevin Woolsey is a CFP® professional with six years of industry experience, currently serving as the sole advisor at Time Value Financial, LLC. His prior experience includes six years at The Vanguard Group, Inc., and operating as a sole proprietor before joining his current firm. Time Value Financial, LLC offers fee-only consultative financial planning primarily to self-directed investors and high-net-worth individuals. The firm emphasizes written financial plans and strategic asset allocation using globally diversified portfolios composed of index mutual funds, ETFs, and collective investment trusts, without managing client assets or charging asset-based fees.

Robert Peloso is a financial advisor with 10 years of industry experience, currently serving at 3rd Level Analytics. He holds the Series 66 designation and previously worked at Merrill and Bank of America, N.A. Mr. Peloso also provides math tutoring for high school students on a part-time basis. 3rd Level Analytics offers portfolio management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs fundamental analysis, modern portfolio theory, and quantitative methods to develop long-term investment strategies, primarily operating on a non-discretionary basis with regular client reviews.

Kenneth Smith is a financial advisor at Alden Investment Group with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Equalize Capital and Dekania Capital Management. He is also the owner and Chief Compliance Officer of Compass Financial Advisors, LLC. Alden Investment Advisors serves individual clients, retirement plans, non-profit entities, other advisors, and pooled vehicles. The firm offers discretionary and non-discretionary portfolio management, retirement-plan advisory and fiduciary services, and standalone fee-only financial planning, emphasizing customized asset allocations through proprietary strategies and third-party managers delivered via its Alden COVE platform.

Erich Barchi is a financial advisor at Row Your Own Boat LLC with nine years of industry experience. He holds the Series 66 designation and previously worked at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. He has been with Row Your Own Boat since 2017. Row Your Own Boat provides discretionary portfolio management to individuals, high-net-worth clients, small businesses, foundations, and charitable organizations. The firm employs a blend of fundamental, technical, and cyclical analyses, using both active and passive strategies focused on areas such as micro- and small-cap equities, high-yield credit, and emerging markets.

Adam Wilk is a financial advisor at Greystone Capital Management with five years of industry experience. He holds a Series 65 designation and previously worked at Citibank and Dixon Hughes Goodman. Greystone Capital Management provides discretionary investment management to individuals, high-net-worth clients, trusts, estates, charitable organizations, family offices, and corporate and pension/profit-sharing plan clients. The firm employs a concentrated, long-only equity strategy focused on micro- and small-capitalization stocks, emphasizing fundamental research and a value-oriented approach with multi-year investment horizons.