Beth Davis

Randall Mielecki is a financial advisor at Convivia Financial LLC with eight years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, Merrill, and National Cooperative Bank. Convivia Financial LLC is a single-advisor investment firm that provides non-discretionary direct asset management and financial planning services to individual and high-net-worth clients. The firm employs Modern Portfolio Theory to tailor portfolios based on clients’ goals, time horizons, and risk tolerances, requiring prior client approval before executing trades.

Douglas Woods is a financial advisor with Healthview Asset Management, Inc. He holds Series 63 and Series 66 designations and has 28 years of industry experience. He has worked at Bennington Asset Management and Advisory Group Equity Services Ltd since 2007. Outside of his advisory work, he serves as the official scorekeeper for men's and women's basketball games at Duquesne University. Healthview Asset Management provides fee-based discretionary portfolio management and retirement planning services to both individual and institutional clients. The firm integrates actuarial algorithms into healthcare-centered planning and offers customized investment solutions, including Health Savings Account and Health Reimbursement Arrangement programs.

Renato Mastrogiovanni is a financial advisor at HealthView Asset Management, Inc. with one year of industry experience. He holds a Series 65 designation and has been associated with HealthView Services since 2012. HealthView Asset Management provides fee-based discretionary portfolio management and retirement planning services to individual and institutional clients. The firm focuses on healthcare-centered planning, integrating actuarial algorithms to project retirement healthcare costs, and offers customized portfolios that combine fundamental and technical analysis.

George Bernard Jr. is a financial advisor at Healthview Asset Management, Inc. in Pittsburgh, PA, holding Series 63 and Series 65 designations with 48 years of industry experience. He has worked at Healthview since 2003 and previously spent 11 years with Advisory Group Equity Services. Outside of his advisory role, Bernard serves as managing director of Bennington Asset Management LLC, a marketing company, and is an outside board member for WorldCare North America. Healthview Asset Management provides fee-based discretionary portfolio management and retirement planning services to individuals and institutional clients. The firm specializes in healthcare-centered financial planning, integrating actuarial algorithms to address retirement healthcare costs and offering customized investment portfolios and health savings account programs.

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.

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.