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.

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.

Juan Lopez is a financial advisor at Invicta Advisors LLC with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including Encompass Investments and Appreciation Financial. Outside of his advisory role, he is a managing partner at Singularity Partners, LLC, and serves as a private investigator with ETS Intelligence, LLC. 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 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.

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.

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.

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.

Lawrence Hollin is a financial advisor at Invicta Advisors LLC with 21 years of industry experience. He holds a Series 63 designation and has worked at Invicta Capital, SSG Capital Advisors, LLC, and CV Brokerage Inc. Outside of his advisory role, he is involved in business consulting through Arch Street Advisors. Invicta Advisors provides portfolio management, financial planning, and targeted consulting to individuals, pension plans, charitable organizations, and corporations. The firm combines fundamental, quantitative, and qualitative analysis in its investment approach and offers a range of advisory arrangements, including discretionary and non-discretionary services.

Eric Smith is a financial advisor at Invicta Advisors LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Invicta Advisors since 2018. Smith is also involved with 1682 Wealth Management, where he provides ancillary and business operating services. Invicta Advisors offers portfolio management, financial planning, and consulting to individuals, pension plans, charitable organizations, and corporate entities. The firm employs a blend of fundamental, quantitative, and qualitative analysis, providing both discretionary and non-discretionary advisory services.