Walter West is a financial advisor with Milestone Asset Management, LLC, holding a Series 63 license and 18 years of industry experience. He has worked at Milestone since 2020 and has concurrent roles at Brookstone Capital Management and West Advisory Group. West serves as president of West Financial Group Inc., where he solicits insurance business, including life and health insurance. Milestone Asset Management provides discretionary asset management and modular financial planning primarily to individual clients, trusts, estates, and business entities. The firm uses a combination of tactical and strategic investment approaches with access to various sub-advisers and employs a range of investment tools including direct indexing, mutual funds, ETFs, and derivative-based strategies.

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.

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 63 and Series 65 licenses and has worked at firms including Axias Wealth Advisors and Hornor, Townsend & Kent LLC. In addition to his advisory role, he consults on student loan repayment and forgiveness strategies through a separate student loan planning business. SLP Wealth is an SEC-registered advisory firm serving individual clients and small-business owners with discretionary investment management and financial planning. The firm offers diversified, risk-based portfolios primarily using no-load mutual funds and ETFs, and it also provides tax preparation and non-discretionary 401(k) services.

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.

Robert Hapanowicz is a financial advisor with Hapanowicz Financial in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked with LPL Financial since 2011 and has been involved with Hapanowicz & Associates in various capacities since 1989. In addition to advisory services, he owns and supervises Hapanowicz Financial Tax Services, LLC, providing tax preparation and accounting services. Hapanowicz Financial offers fee-based investment advisory and financial planning services to individuals, including high-net-worth clients, as well as retirement plan sponsors and participants. The firm manages discretionary asset allocations through the Hapanowicz SWIM program, employing strategic and tactical asset allocation within multiple platform relationships and providing participant educational presentations.

Joseph Hoover is a financial advisor with Allegheny Investments in Pittsburgh, PA, holding a Series 63 designation and over 42 years of industry experience. He has been with Allegheny Investments since 1988. Outside of his advisory role, he serves as president of the board for Partners in Progress Haiti, a charitable organization. Allegheny Investments provides investment management and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, and other entities. The firm offers tailored portfolio management and financial planning, utilizing in-house research and third-party independent managers to construct client portfolios primarily with mutual 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.

Steven Miller is a financial advisor at Trebuchet Consulting, LLC with 26 years of industry experience. He holds Series 63 and Series 65 designations and has been with Trebuchet Consulting since 2008. Trebuchet Consulting provides financial planning and wealth-management services to individuals, high-net-worth clients, trusts, charitable organizations, and other entities. The firm focuses on personalized financial counseling and asset-allocation guidance, operating primarily on a non-discretionary basis with an emphasis on client-approved transactions.

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.

Robert Hapanowicz is a Series 66-licensed financial advisor with seven years of industry experience. He leads Hapanowicz Financial in Pittsburgh, PA, and has worked with Hapanowicz & Associates Financial Services and LPL Financial. Hapanowicz Financial provides fee-based financial planning and discretionary portfolio management to individuals, including high-net-worth clients, retirement plan sponsors, trusts, and business entities. The firm combines strategic and tactical asset allocations using mutual funds, ETFs, and individual equities, and integrates AI-enabled tools alongside traditional research in its advisory process.

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.