Beth Suzanne 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 Lynch, National Cooperative Bank, and Edward Jones. Convivia Financial LLC is an independent advisory firm providing non-discretionary direct asset management and financial planning services to individuals and high net worth clients. The firm constructs portfolios based on Modern Portfolio Theory and tailored client objectives, requiring client approval before executing transactions.

Richard Nulph is a financial advisor at SFR Wealth LLC with seven years of industry experience. He holds a Series 65 designation and has been involved in multiple ventures, including Safety First Retirement LLC and The Nulph Group, with experience spanning over 20 years in financial services. Outside of advisory roles, he is also a licensed insurance producer affiliated with an insurance and retirement-planning business. SFR Wealth LLC provides discretionary portfolio management and integrated financial and retirement planning primarily for middle-income households approaching or living in retirement. The firm employs a long-term, model-based allocation approach focused on broad-market ETFs, with client-specific adjustments, and conducts at least semiannual account reviews.

George Bernard Jr. is a financial advisor at Bennington Asset Management, LLC with 49 years of industry experience. His career includes roles at Healthview Asset Management, Advisory Group Equity Services, and Veravest Investment Advisors. He also serves as an independent medical consultant and outside board member for WorldCare North America. Bennington Asset Management LLC provides fee-based, discretionary investment management and financial planning to individuals and institutional clients, offering customized portfolios that range from Aggressive Growth to Capital Preservation through fundamental and technical analysis.

Douglas Woods is a financial advisor at Healthview Asset Management, Inc. with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Bennington Asset Management and Advisory Group Equity Services Ltd since 2007. In addition to his advisory work, Woods serves as the official scorekeeper for Duquesne University’s men's and women's basketball teams. Healthview Asset Management provides fee-based investment management services to individual and high-net-worth clients, trusts, estates, charitable organizations, and institutions. The firm offers customized portfolio construction using fundamental and technical analysis, automated rebalancing, and retirement- and healthcare-focused programs, including unique actuarial-style solutions for long-term care funding and income planning.

Sean Ohara is a financial advisor at Kelley Investments with 26 years of industry experience. He holds Series 63, 65, and 66 licenses and has been with Kelley Investments since 2000. Outside of his advisory role, he works as a flight instructor. Kelley Investments provides discretionary and non-discretionary wealth management, financial planning, and pension consulting services to individuals, high-net-worth clients, families, trusts, and retirement plans. The firm manages approximately $238 million across over 200 client relationships, employing proprietary portfolio strategies with a growth-at-a-reasonable-price style and a buy-and-hold approach.

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.