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Alex B

CFP®, ChFC®, RICP®, EA

The Woodlands, TX

Tiverton Wealth

Alex Bridges is a Wealth Advisor and the founder of Tiverton Wealth. He established the firm after serving as Chief Strategy Officer for a Houston-based investment management firm, bringing with him a foundation in comprehensive financial planning and a client-centered approach. Alex began his career in January 2017 with Northwestern Mutual, where he developed core planning and advisory skills that continue to inform his work today. Alex holds the CERTIFIED FINANCIAL PLANNER® (CFP®), Chartered Financial Consultant® (ChFC®), and Retirement Income Certified Professional® (RICP®) designations. These credentials reflect his commitment to professional standards, continuing education, and thoughtful financial planning across areas such as wealth accumulation, retirement income planning, risk management, estate planning, and tax efficiency. In his role as an investment adviser representative of a registered investment adviser, Alex acts as a fiduciary to clients. Alex founded Tiverton Wealth to provide advice that is aligned with clients’ best interests and structured on a fee-only basis, without commission-based compensation. His approach emphasizes clarity, education, and long-term planning tailored to each client’s circumstances and priorities. Alex earned his Bachelor of Business Administration in Finance, with a specialization in Personal Financial Planning, from the C.T. Bauer College of Business at the University of Houston. He resides in The Heights with his wife, Andrea, their daughter, Zoe, and their dogs. Alex values time with family and community and believes those relationships help shape the care, responsibility, and perspective he brings to his work with clients.

Retirement income strategy Income planning Retirement withdrawal strategies Wealth management Private / alternative investments Retired Self-Employed Attorney Doctor or Medical Professional Retired Approaching retirement

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Randall M

Series 66

Sarver, PA

Convivia Financial LLC

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.

Wealth management College savings (529s, UTMA, etc.)
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Clinton G

CFP®, Series 63

Pittsburgh, PA

Centerview Wealth Advisors, LLC

Clinton Guyaux is a CFP® with 19 years of industry experience, currently serving as an advisor at Centerview Wealth Advisors, LLC since 2014. He has also been associated with MassMutual Life Insurance Company since 2007. Clinton is a licensed insurance agent and occasionally offers insurance products to clients. Centerview Wealth Advisors serves individual and high-net-worth clients with portfolio management and financial planning, utilizing a broad range of investment types and a disciplined investment process that includes fundamental, technical, and quantitative analysis. The firm manages client assets in-house and integrates insurance offerings alongside advisory services.

Annuities Real estate investing Options & derivatives strategies
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Kristin P

Series 63, Series 66

Oakmont, PA

Invicta Advisors LLC

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.

Wealth management
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Matthew G

Series 65

Pittsburgh, PA

Centerview Wealth Advisors, LLC

Matthew Guyaux is a financial advisor at Centerview Wealth Advisors, LLC in Pittsburgh, PA, holding a Series 65 credential with 10 years of industry experience. He has been with Centerview Wealth Advisors since 2015. In addition to his advisory role, he is a licensed insurance agent and occasionally offers insurance products to clients. Centerview Wealth Advisors serves individual and high-net-worth clients with portfolio management and financial planning, employing a range of investment types and strategies. The firm emphasizes individualized Investment Policy Statements and provides both discretionary and non-discretionary management, with in-house asset management and accounting expertise among its principals.

Annuities Real estate investing Options & derivatives strategies
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Catherine O

Series 63

Oakmont, PA

Invicta Advisors LLC

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.

Wealth management
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Richard W

Series 63, Series 65

Pittsburgh, PA

Centerview Wealth Advisors, LLC

Richard Ward is a financial advisor at Centerview Wealth Advisors, LLC in Pittsburgh, PA, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Centerview since 2015. Outside of advising, he is involved in nonprofit organizations including serving as co-chair of Emerging CPAs at the Pennsylvania Institute of Certified Public Accountants and as director of student membership services for the National Association of Black Accountants. He also operates Capital Configuration, LLC, an unrelated business. Centerview Wealth Advisors serves individual and high-net-worth clients with portfolio management and financial planning, employing a range of investment types and strategies. The firm integrates fundamental, technical, and quantitative analysis, and manages client assets in-house with documented investment policies and regular reviews.

Annuities Real estate investing Options & derivatives strategies
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John S

Series 63, Series 65, Series 66

Oakmont, PA

Invicta Advisors LLC

John Simmons is a financial advisor at Invicta Advisors LLC with 33 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and previously worked at Ovation Partners, LP. Simmons has also been self-employed since 2021. Invicta Advisors provides portfolio management, financial planning, and consulting services to individuals, pension plans, charitable organizations, and corporations. The firm employs a mix of fundamental, quantitative, and qualitative analysis and offers both discretionary and non-discretionary advisory arrangements.

Wealth management
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Timothy M

Series 63, Series 65

Pittsburgh, PA

Riverside Financial Advisors LLC

Timothy Mc Mullen is a financial advisor at Riverside Financial Advisors LLC with six years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Saxony Securities, Saxony Capital Management, and Florida Financial Advisors. Mc Mullen is also the owner of McMullen Industries, Limited, an insurance agency based in Pittsburgh. Riverside Financial Advisors LLC provides discretionary asset management, financial planning, and consulting services primarily for individuals and high-net-worth clients. The firm employs Modern Portfolio Theory and Monte Carlo analysis in portfolio construction and offers strategies including options and margin trading.

General retirement planning Income planning Tax-loss harvesting
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Andrew S

Series 65

Pittsburgh, PA

Guyasuta Investment Advisors, Incorporated

Andrew Sencindiver is a financial advisor at Guyasuta Investment Advisors, Incorporated in Pittsburgh, PA. He holds a Series 65 designation and has one year of industry experience. Prior to joining Guyasuta in 2023, he worked at The Hillman Company from 2013 to 2023. Guyasuta Investment Advisors provides fee-only investment advisory and financial planning services to a diverse range of clients, including individuals, families, trusts, endowments, retirement plans, non-profits, corporations, foundations, and government entities. The firm uses a team-based investment approach that combines top-down macro analysis with bottom-up fundamental research, managing primarily concentrated equity portfolios alongside laddered fixed-income strategies.

Concentrated stock management Real estate investing Executive Founder/Business Owner Established Professionals Approaching retirement
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Kirtland S

Series 65

Pittsburgh, PA

Riverside Financial Advisors LLC

Kirtland Sippola is a financial advisor with Riverside Financial Advisors LLC in Pittsburgh, PA. He holds a Series 65 designation and began his career in the financial industry in 2026 following nine years as a full-time student. Prior to joining Riverside, he worked at McMullen Industries, Limited. Riverside Financial Advisors LLC provides discretionary asset management, financial planning, and consulting services primarily for individuals and high-net-worth clients. The firm employs Modern Portfolio Theory and Monte Carlo analysis in its investment approach and generally manages accounts on a discretionary basis.

General retirement planning Income planning Tax-loss harvesting
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Deborah L

CFP®, Series 63, Series 65, Series 66

Oakmont, PA

Invicta Advisors LLC

Deborah Lewis is a CFP® professional with 21 years of industry experience. She is currently with Invicta Advisors LLC and has held roles at The Strategic Financial Alliance, Inc. and Lewis Financial Management, LLC. She is also the owner and sole proprietor of Six Points Wealth Management. 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 uses a combination of fundamental, quantitative, and qualitative analysis and offers both discretionary and non-discretionary advisory arrangements.

Wealth management
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Timothy L

Series 66

Oakmont, PA

Invicta Advisors LLC

Timothy Landis is a Series 66-licensed financial advisor with 18 years of industry experience. He is currently with Invicta Advisors LLC and has previously worked at Coy Capital Management, Inc. and Trustmont Financial Group, Inc. Outside of his advisory role, Landis serves as chairman of the Patrick Waibel Memorial Fund, a nonprofit organization that raises money for research through fundraising events. Invicta Advisors provides portfolio management, financial planning, and consulting services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm employs a combination of fundamental, quantitative, and qualitative analysis in its investment approach and offers a range of advisory arrangements, including both discretionary and non-discretionary services.

Wealth management
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Charles M

Series 65

Pittsburgh, PA

Centerview Wealth Advisors, LLC

Charles Mertz is a financial advisor at Centerview Wealth Advisors, LLC in Pittsburgh, PA, holding a Series 65 designation with six years of industry experience. He has been with Centerview Wealth Advisors since 2018. Centerview Wealth Advisors serves individual and high-net-worth clients with portfolio management and financial planning, utilizing a broad range of investment types and a combination of fundamental, technical, and quantitative analysis in its investment approach. The firm maintains direct accounting expertise within its principals and manages client assets in-house.

Annuities Real estate investing Options & derivatives strategies
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James B

Series 65

Pittsburgh, PA

Riverside Financial Advisors LLC

James Barker is a financial advisor at Riverside Financial Advisors LLC in Pittsburgh, PA. He holds a Series 65 designation and has been with Riverside since 2026. Prior to joining Riverside, he was affiliated with McMullen Industries, Limited and was a full-time student for nine years. Riverside Financial Advisors LLC is a registered investment adviser providing discretionary asset management, financial planning, and consulting services primarily for individuals and high-net-worth clients. The firm employs Modern Portfolio Theory and Monte Carlo analysis in portfolio construction and generally manages accounts on a discretionary basis.

General retirement planning Income planning Tax-loss harvesting
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Emily W

Series 65

Pittsburgh, PA

Guyasuta Investment Advisors, Incorporated

Emily Weimer is a financial advisor at Guyasuta Investment Advisors, Incorporated in Pittsburgh, PA, holding a Series 65 designation with three years of industry experience. Prior to joining Guyasuta in 2022, she worked at Armada Supply Chain Solutions and UPMC. Outside of her advisory role, she operates a personal PA business entity. Guyasuta Investment Advisors offers fee-only investment advisory and financial planning services to a diverse range of clients, including individuals, institutions, and government entities. The firm employs a team-based model and combines top-down macro analysis with bottom-up fundamental research to manage concentrated equity and laddered fixed-income portfolios tailored to client objectives.

Concentrated stock management Real estate investing Executive Founder/Business Owner Established Professionals Approaching retirement
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Jon B

Series 65

Cheswick, PA

Apforia

Jon Belajac is a financial advisor at Apforia with a Series 65 designation and over five years of experience, including prior service with the U.S. Army Recruiting Command. He has been with Apforia since 2025. Apforia is a team firm with ten advisors that provides investment management and financial planning services to individual and high-net-worth clients, as well as employee benefit plan services. The firm employs a client-profile-driven investment process incorporating Modern Portfolio Theory and uses a range of investment vehicles, including mutual funds, ETFs, equities, and fixed income.

Wealth management Passive / index investing Active portfolio management
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Scott L

ChFC®, Series 63

Oakmont, PA

Invicta Advisors LLC

Scott Lucas is a financial advisor with Invicta Advisors LLC, holding the ChFC® designation and Series 63 license, and has 39 years of industry experience. His prior work includes roles at Invicta Capital, Wisdom Wealth Investment Advisors LLC, Lucas Financial Service, Inc., and ProEquities, Inc. Outside of advising, he organizes and hosts a large annual New Year's Eve event in Columbus, Ohio. Invicta Advisors offers portfolio management, financial planning, and consulting services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm employs a range of advisory arrangements and an investment process that integrates fundamental, quantitative, and qualitative analysis.

Wealth management
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Louis F

Series 65

Oakmont, PA

Invicta Advisors LLC

Louis Frank is a financial advisor at Invicta Advisors LLC in Oakmont, PA, with eight years of industry experience. He holds a Series 65 designation and has worked at LotusGroup Capital, LotusGroup Advisors, and Fortis Asset Management. Outside of his advisory role, he is the managing partner of Magnolia Holdings, LLC, a holding company currently without assets. Invicta Advisors provides portfolio management, financial planning, and consulting services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm uses a combination of fundamental, quantitative, and qualitative analysis to support a range of advisory arrangements, including both discretionary and non-discretionary services.

Wealth management
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Henry B

Series 65

Pittsburgh, PA

Guyasuta Investment Advisors, Incorporated

Henry Beukema is a financial advisor at Guyasuta Investment Advisors, Incorporated with 19 years of industry experience. He holds a Series 65 designation and has been with Guyasuta since 2005. Guyasuta Investment Advisors provides fee-only investment advisory and financial planning services to a diverse client base, including individuals, families, trusts, endowments, retirement plans, non-profits, corporations, foundations, and government entities. The firm manages discretionary accounts through a team-based model, combining top-down macro analysis with bottom-up fundamental research to construct concentrated equity and laddered fixed-income portfolios.

Concentrated stock management Real estate investing Executive Founder/Business Owner Established Professionals Approaching retirement
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Adam S

Series 65

Pittsburgh, PA

Guyasuta Investment Advisors, Incorporated

Adam Szymanski is a financial advisor at Guyasuta Investment Advisors, Incorporated, holding a Series 65 credential. He has prior experience at Fidelity Investments and Carnegie Mellon University. Guyasuta Investment Advisors provides fee-only investment advisory and financial planning services to a diverse client base including individuals, families, institutions, and government entities. The firm manages discretionary accounts through a team-based approach that combines macroeconomic analysis with fundamental research, emphasizing concentrated equity portfolios and a laddered fixed-income strategy.

Concentrated stock management Real estate investing Executive Founder/Business Owner Established Professionals Approaching retirement
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