I created Madi Manages Money using what I’ve learned working as an investment analyst and financial planner over the past decade. I’m proud to hold both the Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP®) designations. Unlike most money experts and #finfluencers you find on TikTok, I’ve made investment decisions with billions of dollars at my day job. Everything changed when I gave birth to my daughter. Like you, I wanted to provide for her in every sense of the word, including financially. It occurred to me that other moms feeling the same drive could use help acting on it because it seems the parenting books forgot the chapter on what to do with your money. Let me help you lead your family to financial success. - Madi What you can expect from me: 1. Simplicity: I believe the financial industry overcomplicates matters; simple yet effective strategies can result in substantial progress. 2. Integrity: Pursuing designations like CFA & CFP shows my commitment to high professional standards. 3. Accountability: I expect clients to take action on my recommendations for financial success. 4. Authenticity: Being my true self empowers others, especially younger women seeking advice.

John Rutter is an associate wealth advisor at TCP Asset Management, LLC with three years of industry experience. He has previously worked at Varner Financial Group Inc. and United Planners Financial Services. His background also includes roles outside of finance, such as positions at Ohio University and Medina City Schools. TCP Asset Management serves individuals, high-net-worth clients, and pension and profit-sharing plans, providing portfolio management, financial planning, and pension consulting through a digital platform. The firm manages over $1 billion in client assets across 11 offices with a 25-advisor team and offers tailored investment strategies including a fixed-income SMA approach.

Ethan Misour is a CFP® professional with four years of industry experience, currently serving at Marion Wealth Management since 2021. His prior roles include positions at WealthPoint Financial LLC and Insureon. He is also licensed as an independent insurance agent specializing in non-variable insurance products. Marion Wealth Management provides discretionary portfolio management and financial planning services to individuals, pension plans, charitable organizations, and businesses. The firm uses a range of analytical strategies and integrates third-party implementation systems to manage investment solutions across varying risk profiles.

Timothy Mc Mullen is a financial advisor at Riverside Financial Advisors LLC in Pittsburgh, PA, holding Series 63 and Series 65 licenses with seven years of industry experience. His career includes roles at Saxony Securities, Inc., Saxony Capital Management, LLC, and Florida Financial Advisors. He is also owner of McMullen Industries, Limited, an insurance agency. Riverside Financial Advisors LLC offers discretionary asset management and financial planning services, employing quantitative methods such as Modern Portfolio Theory and Monte Carlo simulations in portfolio construction and retirement planning. The firm manages approximately $22.4 million for a limited client base and utilizes custodians including Schwab and Fidelity.

Kirtland Sippola is a financial advisor at Riverside Financial Advisors LLC in Pittsburgh, PA, holding a Series 65 designation. He has one year of industry experience, previously working at McMullen Industries, Limited. Riverside Financial Advisors LLC provides discretionary asset management and financial planning services, using quantitative methods such as Modern Portfolio Theory and Monte Carlo simulations to guide portfolio construction and retirement planning. The firm manages accounts on a discretionary basis with custody through major custodians and offers tailored financial solutions for a limited client base.

Michael Marion is a CFP® with 35 years of experience in the financial industry. He is the managing partner of Marion Wealth Management and WealthPointe Financial LLC, and has held roles at Wells Fargo Advisors and United Planners' Financial Services of America. He is also a licensed independent insurance agent specializing in non-variable insurance products. Marion Wealth Management serves individual clients, pension and profit-sharing plans, charitable organizations, and businesses by providing discretionary portfolio management, financial planning, and pension consulting. The firm uses a range of analytical strategies and integrates third-party implementation platforms to manage tailored investment solutions across various risk profiles.

James Barker is a financial advisor at Riverside Financial Advisors LLC in Pittsburgh, PA, holding a Series 65 designation. He began his professional career in 2025 after completing his education and has been with Riverside Financial Advisors since 2026. Outside of his advisory role, he is also associated with McMullen Industries, Limited. Riverside Financial Advisors LLC offers discretionary asset management and financial planning services, utilizing quantitative methods such as Modern Portfolio Theory and Monte Carlo simulations for portfolio construction and retirement planning. The firm manages accounts on a discretionary basis with custody through major providers and serves a limited client base.

Jeffrey Lott is a financial advisor at Marion Wealth Management with 26 years of industry experience. He holds the Series 63 and Series 65 designations. His prior roles include positions at Wells Fargo Advisors and United Planners' Financial Services of America. Outside of his advisory work, he is a partner and owner of WealthPointe Financial LLC, an independent insurance agency specializing in non-variable insurance. Marion Wealth Management is an SEC-registered firm serving individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm manages approximately $543 million in assets with a team of five advisors and employs a mix of fundamental, technical, and modern-portfolio strategies, including the use of derivatives and third-party sub-advisors, to construct diversified portfolios.

Erin Britton is a financial advisor at Marion Wealth Management with six years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services and UBS Securities. Marion Wealth Management serves individual clients, pension and profit-sharing plans, charitable organizations, and businesses by providing discretionary portfolio management, financial planning, and pension consulting. The firm offers tailored investment solutions across a range of risk profiles and integrates third-party implementation to manage held-away accounts.

Sean Diorio is a financial advisor at Riverside Financial Advisors LLC in Pittsburgh, PA, with six years of industry experience. He holds Series 63 and Series 65 registrations. His prior experience includes roles at Trinity Wealth Securities L.L.C., Saxony Securities, Inc., and Saxony Capital Management, LLC. In addition to his advisory work, he is an insurance agent with McMullen Industries, Limited. Riverside Financial Advisors LLC is a small advisory team that provides discretionary asset management and financial planning services. The firm uses quantitative methods such as Modern Portfolio Theory and Monte Carlo simulations to guide asset allocation and retirement planning, managing approximately $22.4 million for a limited client base.

Patrick Cortazzo Jr. is a CFP® and ChFC® professional with six years of industry experience. He is currently with Embree Financial Group and previously worked at Waldron Private Wealth and Treloar & Heisel Wealth Management. Outside of advising, he is an independent insurance agent, dedicating approximately one hour per month to that activity. Embree Financial Group provides holistic financial planning, discretionary investment management, and retirement plan consulting to individuals and institutions. The firm serves a diverse client base including high net worth individuals, families, and corporations, employing a fiduciary approach with a combination of fundamental, technical, and cyclical analysis.

Evan Hufnagle is a financial advisor at Riverside Financial Advisors LLC in Pittsburgh, PA, with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lincoln Investment, Trinity Wealth Securities, and Florida Financial Advisors DBA Tristate Financial Advisors. Riverside Financial Advisors LLC provides discretionary asset management and financial planning services, utilizing quantitative tools like Modern Portfolio Theory and Monte Carlo simulations to guide portfolio construction and retirement planning. The firm manages accounts on a discretionary basis with custody through major custodians such as Schwab and Fidelity.

Gabriella Lo Tito is a financial advisor at Marion Wealth Management with a Series 65 credential and one year of industry experience. Prior to her current role, she worked at JW Synder LLC and has held positions in both education and retail. Marion Wealth Management is an SEC-registered advisory firm that serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm manages approximately $543 million in client assets using a combination of fundamental, technical, and modern-portfolio approaches and offers services including portfolio management, financial planning, pension consulting, and donor-advised fund services.

Donato Gentile is a financial advisor at Riverside Financial Advisors LLC in Pittsburgh, PA. He holds a Series 65 designation and has been with Riverside Financial Advisors since 2026. Prior to joining the firm, he was affiliated with McMullen Industries, Limited and spent ten years as a full-time student. Riverside Financial Advisors LLC provides discretionary asset management and financial planning services, utilizing quantitative tools like Modern Portfolio Theory and Monte Carlo simulations to guide portfolio construction and retirement planning. The firm manages accounts on a discretionary basis and offers tailored investment strategies for a limited client base.

Joseph Lux II is a financial advisor with Gradient Advisors, LLC, holding a CFP® designation and Series 63 and 65 licenses, with 16 years of industry experience. Prior to joining Gradient Advisors in 2024, he worked at Blackridge Asset Management and has operated The Joe Lux Financial Team, LLC since 2021, which provides financial literacy programs to corporate clients. Outside of financial advisory, Lux has experience in financial education and corporate financial literacy initiatives. Gradient Advisors, LLC offers investment management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, and charitable organizations. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, employing a largely non-discretionary model with client approval required for transactions.

Bradley Shear is a financial advisor at Good Life Advisors, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial and operated Shear Capital Group. Good Life Advisors provides investment advisory, financial planning, and retirement plan consulting services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm uses a team approach and multiple methods of analysis to deliver tailored advice and offers a range of programmatic solutions, educational seminars, and ongoing planning services.

Garret Rigatti is a financial advisor at Trustmont Advisory Group, Inc. with 3 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at #1 Cochran for 9 years. Outside of his role at Trustmont, he is involved with Horizon Financial Advisors, where he engages in sales and service of mutual funds. Trustmont Advisory Group serves a diverse client base, including individuals, institutions, and charitable organizations, offering services such as financial planning, discretionary portfolio management, and access to brokerage and insurance products. The firm emphasizes a long-term investment outlook and utilizes a range of public research sources, managing approximately $1.3 billion in assets as of the end of 2025.

Kenneth Kaszak is a financial advisor with Trustmont Advisory Group, Inc. in Greensburg, PA, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He has been with Trustmont Advisory Group and its related entities since 2010 and has been self-employed since 1986. Outside of his advisory work, he provides educational services on financial and health literacy, assists with writing and marketing self-published books, and gives presentations on artist Johannes Vermeer and related Pittsburgh connections. Trustmont Advisory Group serves a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm employs a long-term investment outlook drawing on a broad range of public research sources and offers discretionary portfolio management alongside other advisory services.

Michael Byers is a financial advisor with IP Financial Advisory Services LLC, holding a Series 63 designation and bringing 27 years of industry experience. His career includes over two decades at Avantax Advisory Services and Avantax Investment Services, Inc., along with ongoing involvement at Wilder & Co. Ltd., P.C., where he works as a CPA. Outside of his advisory roles, he is a partner in real estate and mortgage-related businesses. IP Financial Advisory Services primarily serves individual retail clients, focusing on portfolio management, financial planning, and retirement-plan consulting. The firm offers customized investment solutions and access to third-party advisors, with an emphasis on non–high-net-worth individuals.

Peter Dochinez is a CFP® with 44 years of industry experience, currently serving at Trustmont Advisory Group, Inc., where he has worked since 1997. He has been involved with Trustmont Financial Group, Inc. since 1986. Beyond advising, he is an owner and managing partner in The Pulmonary Institute at Redstone LLC, a critical care facility development, and serves as assistant treasurer for the Export Volunteer Fire Department. Trustmont Advisory Group, Inc. provides financial advice to a diverse client base including individuals, high-net-worth clients, pension plans, trusts, and businesses. The firm employs a long-term investment approach drawing on multiple public research sources and manages approximately $1.3 billion in assets, offering discretionary portfolio management alongside other financial services.