Jennifer Williams

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.

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.

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.

Aimee Toth is a financial advisor with Invicta Advisors LLC, holding 19 years of industry experience. She has worked at Invicta Advisors and Invicta Capital LLC since 2018 and was previously with Trustmont Financial Group and Trustmont Advisory Group. In addition to her advisory role, she practices law at Three Rivers Law Partners. Invicta Advisors provides portfolio management, financial planning, and consulting services to individual clients, pension plans, charitable organizations, and corporate entities. The firm uses a combination of fundamental, quantitative, and qualitative analysis in its investment approach and offers a variety of advisory arrangements, including discretionary and non-discretionary services.

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.

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.