Alyssa Albaugh is a financial advisor at Interchange Capital Partners with a Series 65 credential. She has been with the firm since 2020, following a year at UBS Financial Services and prior roles in hospitality and retail. Located in Pittsburgh, PA, she is part of an eight-advisor team. Interchange Capital Partners provides financial planning, investment, and wealth management services to individuals, retirement plans, charitable organizations, and business entities. The firm emphasizes goal-focused planning, diversified low-cost ETFs, and often uses third-party managers and model portfolios, while also serving as a sub-adviser to private funds and employing performance-based compensation structures.

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.

Benjamin Lacomis is a financial advisor with SLP Wealth, holding Series 65 and Series 63 licenses and seven years of industry experience. He has worked at several firms, including Axias Wealth Advisors and Hornor, Townsend & Kent, and is also active as a student loan consultant through Student Loan Planner. SLP Wealth is an SEC-registered advisory firm serving individual clients and small-business owners with discretionary investment management and financial planning, employing diversified, risk-based portfolios and offering additional services such as tax preparation and 401(k) plan support.

Chuo Loo is a financial advisor at Interchange Capital Partners in Pittsburgh, PA, holding a Series 65 designation. He has been with Interchange Capital Partners since 2024 and previously worked at Western Michigan University and SMK Damansara Jaya. Interchange Capital Partners provides investment management, wealth planning, and business consulting to individuals, retirement plans, charitable organizations, and business entities. The firm’s approach includes goal-focused planning, diversified low-cost asset allocations, and use of independent managers, while also serving as an adviser to private funds and managing pooled investment vehicles.

Gregg Coury is a financial advisor with The Coury Firm in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has held leadership roles within affiliated entities of The Coury Firm since 1996 and serves on the board of the Robert J Coury Family Foundation. He is also vice chairman of the investment committee at E'O Management LLC and a passive investor in Eleventh Records, LLC. The Coury Firm provides investment advisory and wealth planning services primarily to high-net-worth individuals, families, family offices, trusts, investment partnerships, private foundations, registered investment advisers, and retirement plans. The firm employs an open-architecture, manager-of-managers approach and sponsors affiliated private funds through its P.I. Gateway platform, offering a combination of multi-family office services and alternative investment 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 in Pittsburgh, PA, holding a Series 65 credential with 10 years of industry experience. He has been with Centerview Wealth Advisors since 2015. In addition to his advisory role, he is a licensed insurance agent and occasionally offers insurance products to clients. Centerview Wealth Advisors serves individual and high-net-worth clients with portfolio management and financial planning, employing a range of investment types and strategies. The firm emphasizes individualized Investment Policy Statements and provides both discretionary and non-discretionary management, with in-house asset management and accounting expertise among its principals.

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.

Trevor Gulick Stutz is a financial advisor at The Coury Firm in Pittsburgh, PA, with four years of industry experience. He holds Series 63 and Series 65 licenses, and his prior roles include positions at Orion Portfolio Solutions and self-employment in the financial sector. The Coury Firm provides investment advisory and wealth planning services primarily to high-net-worth individuals, families, family offices, trusts, investment partnerships, private foundations, registered investment advisers, and retirement plans. The firm employs an open-architecture, manager-of-managers approach and sponsors affiliated private funds through its P.I. Gateway platform, combining multi-family office services with alternative investment strategies.

Sean Volk is a CFA® charterholder with four years of industry experience. He has worked at Cookson Peirce Wealth Management since 2021 and previously held roles at Western Asset Management and Trioptima. Cookson Peirce Wealth Management is a fee-only firm serving private clients, institutions, and professional advisors with wealth management, financial planning, and portfolio management. The firm uses a quantitative, technical-analysis approach to investing and offers sub-advisory services for mutual funds and wrap-fee programs.

Richard Ward is a financial advisor at Centerview Wealth Advisors, LLC in Pittsburgh, PA, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Centerview since 2015. Outside of advising, he is involved in nonprofit organizations including serving as co-chair of Emerging CPAs at the Pennsylvania Institute of Certified Public Accountants and as director of student membership services for the National Association of Black Accountants. He also operates Capital Configuration, LLC, an unrelated business. Centerview Wealth Advisors serves individual and high-net-worth clients with portfolio management and financial planning, employing a range of investment types and strategies. The firm integrates fundamental, technical, and quantitative analysis, and manages client assets in-house with documented investment policies and regular reviews.

Peter Erin is a CFA® charterholder currently with Interchange Capital Partners in Pittsburgh, PA. He has prior experience at Innovation Works, Broadridge, and MSCI. Erin has been with Interchange Capital Partners since 2025. Interchange Capital Partners provides investment management, wealth planning, and business consulting to individual clients, retirement plans, pooled investment vehicles, charitable organizations, and business entities. The firm emphasizes goal-focused planning, diversified low-cost asset allocations, and access to independent managers through a third-party platform.

Joseph Kelly is a CFA® charterholder with five years of industry experience. He currently serves as a financial advisor at Henderson Brothers Financial Partners LLC. His prior experience includes roles at Global Retirement Partners, MEEDER Investment Management, Sanford C. Bernstein & Co., and Alight Solutions. Henderson Brothers Financial Partners LLC provides investment advisory and financial planning services to individuals, retirement plan sponsors, and business entities. The firm employs a diverse investment approach, combining direct portfolio management with third-party investment selections, and offers a broad range of products including mutual funds, ETFs, options, structured products, private placements, REITs, and digital assets.

Keith Warmbein is a financial advisor at Park Avenue Investment Advisory, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Carnegie Investment Counsel from 2015 to 2022 before joining his current firm in 2022. Park Avenue Investment Advisory provides fee-based investment advisory and financial planning services to individuals, corporations, trusts, foundations, endowments, and retirement plan sponsors. The firm generally manages assets on a discretionary basis using model portfolios and third-party investment managers supported by technology platforms, and offers supplemental services such as financial planning and business exit consulting.

James Mendelson is a financial advisor at Ironview Capital Management, LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Waldron Private Wealth from 2005 to 2016. Mendelson is also a passive investor and partner in private real estate funds through WWM Partners I, LP. Ironview Capital Management, LLC manages approximately $1.15 billion for individuals, trusts, estates, and retirement plans, offering discretionary portfolio management, financial planning, and pension consulting. The firm employs a range of investment strategies, including fundamental, technical, and quantitative analysis, and provides access to alternative investments and private equity funds.

Sierra Christian is a financial advisor at Henderson Brothers Financial Partners LLC with three years of industry experience. She holds the Series 66 designation and has previously worked at Global Retirement Partners, LLC and LPL Financial, LLC. Outside of her advisory work, she has experience in education and fitness sectors, including roles at the University of Pittsburgh and Amerifit Fitness Club. Henderson Brothers Financial Partners LLC provides investment advisory and financial planning services to individuals, retirement plan sponsors, and business entities. The firm employs a range of investment strategies and offers both discretionary and non-discretionary management, with a product menu that includes mutual funds, ETFs, options, structured products, private placements, REITs, and digital assets.

John Rutter is an associate wealth advisor at TCP Asset Management, LLC in Greensburg, PA, holding Series 63 and Series 65 licenses with two years of industry experience. His prior roles include positions at Varner Financial Group Inc. and United Planners Financial Services. TCP Asset Management advises individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans, offering discretionary portfolio management, financial planning, and estate-planning referrals. The firm employs both fundamental and technical analysis with a long-term trading approach and manages approximately $822 million in assets across 18 advisors.

Michael De Gregorio is a financial advisor at Astra Prime Wealth Management with one year of industry experience. He holds a Series 65 designation and has previously worked in medical device sales and distribution with Axon Medical Inc., among other roles. De Gregorio’s background includes experience in diverse sectors such as automotive and healthcare. Astra Prime Wealth Management serves primarily high-net-worth individuals and related entities, offering fee-based, custom investment management with a tactical asset-allocation approach that employs advanced strategies including options and margin trading. The firm manages approximately $47 million and provides both discretionary and non-discretionary portfolio management.