Craig Ellis is a CFP® professional with 18 years of industry experience. He is currently the principal of CS Ellis and has been involved with Centauri Advisory Group, Inc. since 2012, serving as COO and CCO while also working as an investment adviser representative. In addition to his advisory roles, Ellis is licensed to sell various insurance products, including fixed index annuities. CS Ellis is a state-registered investment adviser offering portfolio management, financial planning, and adviser referral services primarily for individuals and small businesses. The firm employs a core-satellite investment approach that combines a stable core portfolio with sector-specific exposures and higher-growth opportunities, utilizing third-party research and managers in a non-discretionary framework.

Elizabeth Mac Dougall is a financial advisor at MacDougall Financial Counseling in Delmont, PA, holding a Series 65 designation with six years of industry experience. Her prior work includes roles at Aldrich Capital Partners, Extended Travel, XO Group, and Whitewater Adventures. MacDougall Financial Counseling provides comprehensive financial planning and portfolio management primarily for individual clients, trusts, charities, and occasional organizations. The firm focuses on diversified portfolios implemented mostly through no-load mutual funds and ETFs, serving both non‑high-net-worth and high-net-worth households.

Rebekah Kiger is an investment adviser representative at Retire Pittsburgh Management LLC with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms, including PNC Investments and Citizens Securities. Outside of her advisory role, she is a Certified High Performance Coach and serves as a brand ambassador for health products with Xendurance. Retire Pittsburgh Management LLC provides discretionary portfolio management and investment advisory services primarily to individual clients, including both high-net-worth and non-HNW households. The firm employs a mix of fundamental and technical analyses and uses model portfolios aligned with clients’ goals, managing approximately $62.9 million in discretionary assets.

Ryan Codrick is a Series 65-licensed advisor at Chapel Hill Investment Analysts Inc with 8 years of industry experience. He has been with the firm since 2013. Chapel Hill Investment Analysts is an SEC-registered advisory firm serving individuals, businesses, trusts, and pension plans, managing over $400 million for approximately 1,411 clients. The firm combines a core, diversified allocation of ETFs and mutual funds with an actively traded equity sleeve and offers volatility-based portfolios, managing most accounts on a discretionary basis.

Allan Macdougall III is a financial advisor with MacDougall Financial Counseling in Delmont, PA, holding a Series 65 designation and 19 years of industry experience. He has worked at Schofield Financial Counseling since 2006. MacDougall Financial Counseling provides comprehensive financial planning and portfolio management primarily for individual clients, trusts, charities, and occasional organizations, serving both non‑high-net-worth and high-net-worth households. The firm focuses on no-load mutual funds and exchange-traded funds with an equity bias, operates largely with discretionary authority, and manages approximately $425 million in client assets.

Kenneth Sullivan is an investment adviser representative at Retire Pittsburgh Management LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various related firms since 2016, including ownership and an insurance agent role at Retire Pittsburgh LLC. He is also involved with The Retirement Guys Formula, an affiliated business he has operated since 2017. Retire Pittsburgh Management LLC provides discretionary portfolio management and investment advisory services primarily to individual clients, including both high-net-worth and non-HNW households. The firm uses a combination of fundamental and technical analysis to manage portfolios, employing a range of securities and strategies tailored to client goals.

Joseph Codrick is a financial advisor with Chapel Hill Investment Analysts Inc in Greensburg, PA, holding a Series 63 designation and 24 years of industry experience. He has been with Chapel Hill Investment Analysts and Trustmark Financial Group, Inc. since 2000. Chapel Hill Investment Analysts serves individuals, businesses, trusts, and pension plans by providing financial planning, portfolio management, and related services. The firm employs a core-portfolio approach emphasizing diversified allocations to ETFs and mutual funds, supplemented by selective individual equity investments, and maintains multiple referral and commercial relationships with local accounting and law firms as well as insurance providers.

Kurtis Savage is a financial advisor at MacDougall Financial Counseling with 13 years of industry experience. He holds a Series 65 license and has been with MacDougall Financial Counseling since 2010. MacDougall Financial Counseling provides comprehensive financial planning and portfolio management for individual clients, trusts, charities, and organizations, serving both non-high-net-worth and high-net-worth households. The firm emphasizes portfolios constructed with no-load mutual funds and ETFs, focusing on diversification and equity bias, while managing roughly $425 million in client assets across several hundred accounts.

Shane Galino is a financial advisor with Retire Pittsburgh Management LLC, holding Series 63 and 66 licenses and bringing 25 years of industry experience. He has worked with Retire Pittsburgh Management and affiliated firms since 2016 and owns East Coast Sports Association, LLC. Retire Pittsburgh Management LLC provides discretionary portfolio management and investment advisory services to individual clients, including both high-net-worth and non-HNW households, managing approximately $62.9 million in discretionary assets. The firm combines fundamental and technical analysis to implement a variety of investment strategies and is affiliated with an insurance agency offering commissionable insurance and annuity products.

Cameron Tobias is a financial advisor with Chapel Hill Investment Analysts Inc. He holds a Series 65 designation and has five years of industry experience. Prior to joining the firm, he worked in the automotive sector at Acent Auto and Malinish Auto Wrecking. Chapel Hill Investment Analysts serves individuals, businesses, trusts, and pension plans by providing financial planning, portfolio management, retirement planning, education funding, estate planning support, and insurance needs analysis. The firm employs a core-portfolio approach with diversified ETF and mutual fund allocations, supplemented by selective individual equity investments, and maintains multiple referral and commercial relationships with accounting firms, law firms, and insurance providers.

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.

Joseph Lux II is a Certified Financial Planner (CFP®) with 15 years of industry experience. He currently works at Gradient Advisors, LLC and has held roles at The Joe Lux Financial Team, LLC, Blackridge Asset Management, and several other firms. Lux also leads financial literacy programs through his ownership of The Joe Lux Financial Team, LLC. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and business entities. The firm supports a network of 169 advisors across 154 offices and employs a combination of fundamental, technical, and cyclical analysis to tailor investment strategies.

Garret Rigatti is a financial advisor with Trustmont Advisory Group, Inc. in Greensburg, PA, holding Series 65 and Series 63 credentials and three years of industry experience. Prior to joining Trustmont, he worked at #1 Cochran for nine years. He is also involved with Horizon Financial Advisors, where he provides sales and service of mutual funds to clients. Trustmont Advisory Group serves a diverse client base including individuals, high-net-worth clients, pension plans, trusts, estates, and business entities. The firm employs a long-term investment approach drawing on a broad range of public research and offers discretionary portfolio management alongside multiple advisory services.

Kenneth Kaszak is a financial advisor with Trustmont Advisory Group, Inc. in Pittsburg, PA, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. He has been with Trustmont Advisory Group and Trustmont Financial Group since 2010 and has been self-employed since 1986. Outside of advising, he provides educational services in financial and health literacy via Zoom, assists with writing and marketing self-published books, and gives presentations on artist Johannes Vermeer and his connections to Pittsburgh. Trustmont Advisory Group serves individual and institutional clients, including pension plans, trusts, estates, and charitable organizations, offering financial planning, investment advice, discretionary portfolio management, and group seminars. The firm employs a long-term investment outlook based on public research and adviser judgment and manages approximately $1.1 billion in discretionary assets.

Peter Dochinez is a CFP® with 43 years of industry experience, currently serving at Trustmont Advisory Group, Inc. since 1997. He also has a longstanding affiliation with Trustmont Financial Group, Inc. dating back to 1986. Outside of his advisory role, Dochinez is involved as a managing partner in the development of a critical care facility and serves as assistant treasurer for a volunteer fire department. Trustmont Advisory Group serves individual and institutional clients, offering financial planning, investment advice, discretionary portfolio management, and group seminars. The firm employs a long-term investment outlook based on public research and adviser judgment, managing approximately $1.1 billion in discretionary assets as of December 31, 2024.

James Ault is a financial advisor with Trustmont Advisory Group, Inc. in Beaver Falls, PA, holding a Series 63 designation and 40 years of industry experience. He has been with Trustmont Financial Group, Inc. since 2009. Outside of his advisory role, he owns United Equity, an insurance business specializing in life, health, accident, disability insurance, and fixed annuities. Trustmont Advisory Group serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm employs a long-term investment outlook using public research, industry reports, and adviser judgment, managing approximately $1.1 billion in discretionary assets as of December 31, 2024.

Steven Hagofsky is a financial advisor with Trustmont Advisory Group, Inc., holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Trustmont Advisory Group since 2008 and its affiliated Trustmont Financial Group since 2007. Outside of his advisory work, he owns Hagofsky Farms, which produces sweet corn, and is involved in natural gas and solar energy leases as a landowner. Trustmont Advisory Group serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers financial planning, investment advice, discretionary portfolio management, and group seminars, employing a long-term investment outlook supported by public research, industry reports, and adviser judgment.

Robert Depalma is a financial advisor at OneSeven with 22 years of industry experience and holds a Series 66 designation. His prior work includes roles at Raymond James Financial Services and Patrick Capital Markets/McDuff Capital. He is also involved in providing insurance advice tailored to client needs. OneSeven offers investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, employing a primarily long-term investment approach with diversified portfolios that may include mutual funds, ETFs, individual securities, and alternative investments. The firm utilizes both discretionary and non-discretionary management and has affiliation with MGO Inc. for specialized pension consulting.

Joseph Sinclair is a financial advisor with Trustmont Advisory Group, Inc. in Greensburg, PA, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has been with Trustmont Advisory Group since 2009 and has been associated with Trustmont Financial Group since 2006. Outside of advisory work, Sinclair is involved in insurance and fixed annuity sales, including marketing and illustrations for executive benefits. Trustmont Advisory Group serves individual and institutional clients, offering financial planning, investment advice, discretionary portfolio management, and group seminars. The firm employs a long-term investment approach based on public research and adviser judgment, managing approximately $1.1 billion in discretionary assets as of the end of 2024.

C Pavlikowski is a financial advisor with Trustmont Advisory Group, Inc. in Johnstown, PA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. Prior to joining Trustmont Advisory Group in 2017, Pavlikowski worked at Summit Brokerage Services for one year. Outside of securities advisory, Pavlikowski is also licensed as an insurance agent, selling life, health, and accident insurance. Trustmont Advisory Group serves individual and institutional clients, including pension plans, trusts, and charitable organizations, offering financial planning, investment advice, and discretionary portfolio management. The firm employs a long-term investment approach that integrates public research and adviser judgment, managing approximately $1.1 billion in discretionary assets as of December 31, 2024.