David Ward is a financial advisor with BCR Financial Services, LLC, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has worked at LPL Financial since 2024 and previously spent 16 years at Lincoln Financial Securities Corporation. He also operates Ward Wealth Stewardship, a business entity for tax and investment purposes. BCR Financial Services, LLC provides financial planning and consulting services to a range of individual clients, emphasizing in-depth analysis and written financial plans rather than ongoing portfolio management. The firm uses a fixed-fee approach and does not take custody of client assets, with implementation typically carried out through affiliated broker-dealer and insurance channels.

Phillip Gebben is a financial advisor at Absolute Capital Management, LLC with 24 years of industry experience. He holds Series 63 and Series 65 designations and has been with Absolute Capital Management since 2002. Outside of his advisory role, he is a co-owner managing rental properties. Absolute Capital Management provides discretionary investment management primarily to individual investors, including both non-high-net-worth and high-net-worth clients. The firm offers a range of model portfolios and programs investing across various securities and serves as adviser to proprietary mutual funds and wrap-fee programs.

Calen Cummins is a financial advisor with Milestone Asset Management, LLC in Pittsburgh, PA. He holds a Series 65 designation and has one year of industry experience. Prior to joining Milestone, he worked at Cummins and Perry Products and held positions at Westminster College and Hampton High School. Cummins also operates as an independent insurance agent focusing on accident and health, life, and fixed annuities. Milestone Asset Management provides investment advisory and financial planning services to individuals, families, trusts, estates, charitable organizations, and business entities. The firm manages approximately $546 million in client assets using a combination of internally managed and third-party model portfolios, employing both tactical and strategic approaches.

Brian Baum is a CFP® professional with 14 years of industry experience, currently serving at Interchange Capital Partners since 2020. Prior to that, he worked at Purshe Kaplan Sterling Investments and UBS Financial Services. He is a partner at Defiant Interchange Advisors LLC, an M&A advisory firm advising business owners on transaction structuring. 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, tax- and fee-aware implementation, and broad diversification, often utilizing third-party managers and model portfolios tailored to client risk tolerance and liquidity needs.

Austin Krise is a financial advisor at Henderson Brothers Financial Partners LLC with seven years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial, Global Retirement Partners, and Cambridge Investment Research. Krise is based in Pittsburgh, PA. Henderson Brothers Financial Partners LLC provides investment advisory and financial planning services to individuals and institutional sponsors, focusing on retirement plan consulting under ERISA Sections 3(21) and 3(38). The firm employs a range of portfolio construction methods and offers access to pooled employer and multiple employer plans for its clients.

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.

Jamison Smith is a financial advisor at EWA, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual Investment Services LLC. Outside of advisory work, he has professional experience with Wheeling Jesuit University and True Lacrosse. EWA, LLC is a registered investment adviser managing approximately $750.7 million for nearly 400 clients through a nine-advisor team. The firm offers comprehensive wealth management and financial planning services, employing a fiduciary approach that includes strategic asset allocation, diversification, and tax-aware investment strategies.

Daniel Meyers is a CFP® professional with 13 years of experience in the financial industry. He has been with Cookson Peirce Wealth Management since 2013. 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 guide investment decisions and manages approximately $2.32 billion in discretionary assets.

Alan Pershing is a financial advisor at Milestone Asset Management, LLC with 11 years of industry experience. He holds the Series 65 and Series 66 designations and has worked previously at PNC Wealth Management. Since 2018, he has also been a financial consultant with West Financial Group Inc., focusing on insurance products including life and health insurance. Milestone Asset Management provides discretionary asset management and modular financial planning services to individual clients, high-net-worth households, trusts, estates, and business entities. The firm employs a combination of tactical and strategic investment approaches using firm-developed and third-party model portfolios, derivative-based strategies, and sub-advisers.

Constantine Mamakos is a financial advisor at Venator Management LLC with 11 years of industry experience. He holds a Series 65 designation and has been with Venator Management since 2013. The firm serves accredited investors through a private pooled vehicle and manages separately managed accounts for individuals, pension and profit-sharing plans, trusts, foundations, and endowments. Venator employs an opportunistic, value-oriented investment approach focused on fundamental analysis and a margin-of-safety, managing both long-only multi-cap value portfolios and a hedge fund program with long, short, options, credit, and private securities strategies.

Tiffany Benigni is a CFP® and holds a Series 66 license, with 13 years of industry experience. She has worked at Henderson Brothers Financial Partners LLC since 2025 and has prior experience at firms including LPL Financial, Global Retirement Partners, and D.B. Root & Company. Additionally, she is affiliated with Henderson Brothers, an independent insurance agency. Henderson Brothers Financial Partners LLC provides investment advisory and financial planning services to individuals, including high-net-worth clients, and institutional sponsors, focusing on retirement plan consulting under ERISA Sections 3(21) and 3(38). The firm utilizes a combination of model-based and traditional portfolio construction methods, offering discretionary and non-discretionary asset management alongside participant education and plan-level services.

Britt Campbell is a CFP® with 44 years of industry experience and has been with Allegheny Investments since 1991. He holds a Series 63 license and is based in Mars, PA. Allegheny Investments provides investment management and financial planning services to individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm manages approximately $634 million in client assets, focusing on diversified portfolios primarily using mutual funds, with an emphasis on personalized strategies and ongoing monitoring.

Samuel Hopps is a CFP® and Series 65 credential holder with experience at Interchange Capital Partners since 2023. Prior to joining Interchange, he worked at Industrial Scientific Corporation, Metro Benefits, Legend Financial Advisors, and Beaver Steel. He is based in Pittsburgh, PA. Interchange Capital Partners offers investment management, wealth planning, and business consulting to individual clients, retirement plans, pooled investment vehicles, charitable organizations, and business entities. The firm employs a goal-focused, diversified investment approach using low-cost asset-class allocations and independent managers, and it also provides transition and M&A consulting along with sub-advisory services to private funds and separately managed accounts.

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.

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.