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.

Michael Woomer is a financial advisor with Guardian Wealth Partners, LLC, holding Series 63 and Series 65 credentials and having 10 years of industry experience. He previously worked at Carnegie Investment Counsel for six years and has been with Guardian Life Insurance Company and Park Avenue Investment Advisory since 2022. Guardian Wealth Partners, LLC, doing business as Park Avenue Investment Advisory, serves individual investors, high-net-worth clients, trusts, corporations, and employer-sponsored retirement plans, offering discretionary investment management, financial planning, business exit consulting, and retirement plan services through a hybrid advisor model.

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.

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 at SLP Wealth with seven years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including MML Investors Services, MassMutual, and Axias Wealth Advisors. In addition to his advisory role, he provides student loan consulting 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. The firm uses diversified, risk-based portfolios primarily composed of no-load mutual funds and ETFs, and offers additional services such as 401(k) plan support and tax preparation.

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 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.

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 five years of industry experience. He has worked at Cookson Peirce Wealth Management since 2021 and previously held positions at Western Asset Management and Trioptima. Cookson Peirce Wealth Management is a fee-only firm serving private clients, institutional investors, and professional advisors with wealth management, financial planning, and discretionary portfolio management. The firm uses a quantitative, rules-based approach to equity selection and fixed-income strategies centered on investment-grade bonds, and it is noted for its role as sub-advisor to the Catalyst Dynamic Alpha Fund and participation in multiple wrap fee programs.

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.

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.

Andrew Van Treeck is a CFP® professional at Hippocratic Financial Advisors with two years of industry experience. He previously worked at Fort Pitt Capital Group and Jewish Family and Community Services. Hippocratic Financial Advisors serves individual and high-net-worth clients by providing wealth management, portfolio management, and financial planning services. The firm employs a long-term, goals-based investment approach focused on strategic asset allocation and offers specialized services such as educational seminars and a student-loan program.

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.