Jason Heakins is a financial advisor at OakTree Investment Advisors in Pittsburgh, PA, holding a Series 65 designation with 14 years of industry experience. He has worked at OakTree Investment Advisors since 2011 and has operated R.E. Heakins Expert Services, Inc. since 2017. He is a 50% shareholder in Comprehensive Portfolio Analysis and Audit (CPAA+), a firm intended to monitor investor accounts for unsuitable activities, though it is not yet operational. OakTree Investment Advisors manages approximately $192 million in discretionary assets for individuals, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm employs a combination of macroeconomic analysis, fundamental research, and technical indicators, including a weekly-rebalanced Zacks “Black Box” trading strategy, to build diversified portfolios and make tactical asset allocations.

Daniel Eller is a CFP® professional with three years of industry experience, currently serving at WMS Wealth Planners in Pittsburgh, PA. He has been with WMS Wealth Planners since 2020 and previously worked at an aesthetic skin and laser center. WMS Wealth Planners offers investment management and comprehensive financial planning to individuals and various institutional clients, utilizing a total portfolio approach that incorporates both active and passive strategies. The firm employs a proprietary investment model combining fundamental, technical, and cyclical analysis, and provides tailored portfolios that include ESG and Charitable Endowment options.

Scott Coy is the president and sole advisor at Coy Capital Management in Monroeville, PA, holding Series 63 and Series 65 licenses with 25 years of industry experience. His prior roles include positions at Invicta Advisors, LLC and Trustmont Financial Group, Inc. Outside of investment advisory, he leads a real estate consulting firm and a fixed insurance business, both based in the Pittsburgh area. Coy Capital Management provides financial planning and portfolio management services to individuals, small businesses, and small pension and profit-sharing plans, including high-net-worth clients. The firm also advises qualified investors on private real estate pooled investment vehicles and generally manages client accounts on a non-discretionary basis using model portfolios and a range of equity and event-driven strategies.

Clinton Guyaux is a CERTIFIED FINANCIAL PLANNER™ at Centerview Wealth Advisors, LLC, with 20 years of industry experience. He has worked at Centerview since 2014 and previously held positions at MassMutual Life Insurance Company and Guardian Life. In addition to his advisory role, he is a licensed insurance agent and occasionally offers insurance products to clients. Centerview Wealth Advisors provides portfolio management and financial planning services to individuals, high-net-worth clients, and businesses. The firm employs a disciplined investment process that includes discretionary trading authority and integrates various analytical methods to tailor investment strategies.

Kristin Pearson is a financial advisor at Invicta Advisors LLC with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at The Coury Firm and FSC Securities Corp. Invicta Advisors provides portfolio management, financial planning, and consulting services to individual clients, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm’s investment approach integrates fundamental, quantitative, and qualitative analysis and offers a variety of advisory arrangements, including both discretionary and non-discretionary services.

Aimee Toth is a financial advisor with Invicta Advisors LLC, holding 19 years of industry experience. She has worked at Invicta Advisors and Invicta Capital LLC since 2018 and was previously with Trustmont Financial Group and Trustmont Advisory Group. In addition to her advisory role, she practices law at Three Rivers Law Partners. Invicta Advisors provides portfolio management, financial planning, and consulting services to individual clients, pension plans, charitable organizations, and corporate entities. The firm uses a combination of fundamental, quantitative, and qualitative analysis in its investment approach and offers a variety of advisory arrangements, including discretionary and non-discretionary services.

Ryan Grove is a financial advisor with D.B. Root & Company, LLC in Pittsburgh, PA, holding Series 63 and Series 65 licenses with 14 years of industry experience. His career includes roles at Northwestern Mutual Investment Management, Hornor Townsend & Kent LLC, and Modus Vivendi LLC. Outside of his advisory work, he volunteers as a youth soccer coach and occasionally undertakes photography assignments. D.B. Root & Company provides financial planning, discretionary portfolio management, wealth management, and investment consulting for individuals and institutional clients, including retirement plans and nonprofit organizations. The firm manages approximately $952 million in discretionary assets and uses a multi-advisor team approach, employing risk-and outcomes-based asset allocation with fundamental, quantitative, and qualitative analysis to tailor client portfolios.

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.

Curtis Hart is a financial advisor at D.B. Root & Company, LLC in Pittsburgh, PA, holding a Series 66 designation with five years of industry experience. His prior roles include positions at Federated entities and MDT Advisers from 2020 to 2023, as well as experience with Northwestern Mutual. Curtis has also been involved with Greenleaf Lawn & Landscape and worked at the University of Pittsburgh. D.B. Root & Company provides financial planning, discretionary portfolio management, wealth management, and investment consulting to individual and institutional clients. The firm manages approximately $952 million in discretionary assets and advises on over $11 billion in assets under advisement, employing a multi-advisor team approach and utilizing risk- and outcomes-based asset allocation strategies.

Jordon Popp is a financial advisor at Quattro Advisors L.L.C. in Pittsburgh, PA, holding a Series 65 designation with 10 years of industry experience. He has been with Quattro Advisors since 2013. Quattro Advisors provides investment advisory, financial planning, and family-office style services primarily to high-net-worth individuals, trusts, estates, business entities, retirement plans, and private funds. The firm offers tailored advice and active portfolio oversight, investing across public and private markets and acting as a sponsor and adviser to proprietary private funds.

David Root Jr. is a CFP® with over 40 years of industry experience and is a principal at D.B. Root & Company, LLC, where he has worked since 2015. He holds the Series 63 designation and is based in Pittsburgh, PA. D.B. Root & Company offers financial planning, discretionary portfolio management, wealth management, and investment consulting services to individuals and institutional clients, including retirement plans and nonprofit organizations. The firm manages approximately $952 million in discretionary assets and advises on over $11 billion using a multi-advisor team approach and a combination of risk- and outcomes-based strategies.

Matthew Guyaux is a financial advisor at Centerview Wealth Advisors, LLC with 11 years of industry experience. He holds a Series 65 credential and has been with Centerview since 2015. In addition to his advisory role, Guyaux is a licensed insurance agent and occasionally offers clients products from this capacity. Centerview Wealth Advisors provides portfolio management and financial planning services to individuals, high-net-worth clients, and businesses. The firm employs a comprehensive investment approach that integrates fundamental, technical, and quantitative analysis, offering a range of investment options while maintaining written Investment Policy Statements tailored to client goals.

Catherine Oliver Allen is a Series 63 licensed financial advisor with 33 years of industry experience. She has been with Invicta Capital LLC since 2019 and also owns and operates Relentless Ranch, where she raises and trains service dogs. Invicta Advisors LLC provides portfolio management, financial planning, and consulting services to individuals, pension plans, charitable organizations, and corporations. The firm’s investment approach incorporates fundamental, quantitative, and qualitative analysis, offering a range of advisory arrangements including discretionary and non-discretionary services.

Richard Ward is a financial advisor with Centerview Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and with 14 years of industry experience. He has worked with Centerview Wealth Advisors since 2015 and has prior experience at Cambridge Investment Research, Inc. Outside of his advisory role, Ward is involved with several nonprofit organizations, including serving as co-chair of Emerging CPAs for the Pennsylvania Institute of Certified Public Accountants and as director of student membership services for the National Association of Black Accountants. Centerview Wealth Advisors provides portfolio management and financial planning services to individuals, high-net-worth clients, and businesses. The firm employs a comprehensive investment process combining fundamental, technical, and quantitative analysis and offers discretionary management across a broad range of securities and investment types.

Trevor Day is a financial advisor at Hunter Associates LLC in Pittsburgh, PA, holding a Series 66 designation with five years of industry experience. His prior work includes roles at 84 Lumber and Hefren-Tillotsen. Hunter Associates serves individual investors, pension and profit-sharing plans, charitable organizations, and corporate clients, providing portfolio management, financial planning, consulting, and a manager-of-managers program. The firm employs fundamental, quantitative, and qualitative analysis across various strategies and manages approximately $1.34 billion in discretionary assets.

Erica Snyder is a CFP® professional with 27 years of industry experience, currently with Hunter Associates LLC. She has worked at Hunter Associates, Inc. since 2003 and at Hunter Private Capital Advisors, LLC since 2024. In addition to her advisory role, she is an independent insurance agent involved in the sale of non-variable life, health, annuity, and disability income insurance products. Hunter Associates is an SEC-registered, multi-advisor investment firm managing approximately $1.2 billion for individuals, pension and profit-sharing plans, charitable organizations, corporations, and pooled investment vehicles. The firm employs fundamental, quantitative, and qualitative analysis to construct portfolios and offers a range of services including discretionary and non-discretionary management, financial planning, and a manager-of-managers program.

William Krzton is an advisor at Invicta Advisors LLC with six years of industry experience. He is also a practicing attorney at Three Rivers Law, where he has provided legal advice since 1994. Invicta Advisors offers portfolio management, financial planning, and consulting services to individual clients, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a combination of fundamental, quantitative, and qualitative analysis and provides a range of advisory arrangements, including both discretionary and non-discretionary services.

Taylor Glock is a financial advisor with D.B. Root & Company, LLC in Pittsburgh, PA, holding a Series 65 credential and four years of industry experience. Prior to joining D.B. Root & Company in 2019, he worked at BNY Mellon from 2011 to 2019. D.B. Root & Company provides financial planning, portfolio and wealth management, retirement plan services, and institutional advisory to individuals, plan sponsors, foundations, endowments, and other institutions. The firm manages client portfolios on a discretionary basis using a mix of mutual funds, ETFs, individual securities, and independent managers, tailoring asset allocation to client risk tolerance and objectives.

David Mandler is a CFP® and ChFC® with 16 years of industry experience. He has worked at Quattro Advisors L.L.C. since 2011 and previously spent time with Massmutual Life Insurance Company. Based in Pittsburgh, PA, he holds Series 63 and Series 66 licenses. Quattro Advisors provides investment advisory, financial planning, and family-office style services primarily to high-net-worth individuals, trusts, estates, business entities, and private funds. The firm offers tailored advice and active portfolio management across public and private markets, and it is notable for sponsoring proprietary private funds and operating as a registered commodity pool operator.

Loraine Montanye is a CFP® and holds a Series 66 license with seven years of industry experience. She is currently with D.B. Root & Company, LLC and previously worked at PNC Bank and The Coury Firm. She operates out of Pittsburgh, PA. D.B. Root & Company, LLC provides financial planning, discretionary portfolio management, wealth management, and investment consulting to individuals and institutional clients, including retirement plans, non-profits, endowments, and foundations. The firm uses a multi-advisor team approach and combines fundamental, quantitative, and qualitative analysis to tailor portfolios to client objectives.