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.

Beth Dandrea is a Certified Financial Planner® with 12 years of industry experience. She is the sole advisor at Plumtree Financial Planning and has operated her own financial planning practice since 2007. Plumtree Financial Planning provides comprehensive financial planning and portfolio management services to individuals and families, focusing on long-term, tailored strategies that incorporate budgeting, tax planning, life insurance, and estate planning. The firm offers both ongoing and project-based advice, maintaining a fee-only model without custody of client assets.

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.

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 11 years of experience in financial advising. He is the principal of Altruistic Advisor LLC, an independent firm he joined in 2024 after five years at Brookstone Wealth Advisors and prior roles at Mercer Global Advisors. Outside of his advisory work, he manages a rental property business. 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 focuses on diversified, low-cost portfolios managed with a long-term orientation, and it is notable for offering retirement plan advisory and pension consulting 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.

Christopher Glover is the principal of Cerebrum Financial Services, LLC, an independent registered investment adviser based in Devon, PA. He holds Series 63, 65, and 66 licenses and has 20 years of industry experience. Prior to founding Cerebrum Financial Services in 2013, he worked at TradingBlock from 2016 to 2018. Outside of his advisory role, he is involved in business consulting through Cerebrum Strategic Advisors. Cerebrum Financial Services serves a small client base including individual, high net worth, and institutional clients by recommending third-party money managers and providing financial consulting and non-discretionary portfolio services. The firm does not directly manage assets but monitors third-party managers and offers advice on risk assessment and retirement rollover decisions.

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.

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.

Stephen Troutman is a CFP®-designated financial advisor with 21 years of industry experience. He is the principal of Troutman Wealth Management, which he founded in 2019, following prior roles at Lion Street Financial, FSC Securities Corporation, and Main Line Financial Advisors. Outside of finance, he owns Troutman Fitness, LLC, where he works as a personal trainer, and operates SMKL, Inc., a consulting and marketing business related to his fitness activities. Troutman Wealth Management provides discretionary and non-discretionary wealth management and investment consulting services to individuals, high-net-worth clients, trusts, estates, retirement accounts, and corporate entities. The firm employs a combination of fundamental and technical analysis to guide diversified portfolios of mutual funds and ETFs, managing accounts primarily on a discretionary basis with ongoing monitoring and professional judgment.

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.

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.