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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

Gregory Teal is a CFP® and holds a Series 66 license with 21 years of industry experience. He has been with Invicta Advisors LLC since 2018 and previously worked at Trustmont Advisory Group, Inc. from 2007 to 2018. Outside of his advisory role, he serves as an elder at Valley Point Church, where he manages business matters and prepares the congregation’s budget, and he owns a company that develops family-oriented mobile applications. Invicta Advisors LLC 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 both long- and short-term investment strategies and offers a range of advisory arrangements including discretionary and non-discretionary services.

Ronald Bartosh Jr. is a financial advisor with Guyasuta Investment Advisors, Incorporated, holding Series 63 and Series 65 credentials and having 26 years of industry experience. He has been with Guyasuta Investment Advisors since 1999. 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 employs a team-based investment approach that integrates top-down macro analysis with bottom-up fundamental research, managing concentrated equity portfolios alongside laddered fixed-income strategies.

Albert Madison is a CFA® charterholder with 25 years of industry experience. He has worked at Guyasuta Investment Advisors, Incorporated since 2018 and was previously with Rockshelter Capital Management LLC for four years. Guyasuta Investment Advisors provides fee-only investment advisory and financial planning services to a diverse client base, including individuals, institutions, and government entities. The firm employs a team-based approach to managing discretionary portfolios, combining macroeconomic analysis with fundamental research to create concentrated equity and laddered fixed-income portfolios tailored to client objectives.

Paul Magovern is a financial advisor with Guyasuta Investment Advisors, Incorporated in Pittsburgh, PA. He holds a Series 66 designation and has 19 years of industry experience, all of which have been with Guyasuta since 2007. Guyasuta Investment Advisors provides fee-only investment advisory and financial planning services to a diverse client base including individuals, families, trusts, endowments, nonprofits, corporations, and government entities. The firm employs a team-based approach to managing discretionary accounts, combining top-down macro analysis with bottom-up fundamental research to construct concentrated equity portfolios alongside laddered fixed-income strategies.