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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.
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.
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.
Aimee T
Oakmont, PA
Invicta Advisors LLC
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 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.
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.
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.
William K
Oakmont, PA
Invicta Advisors LLC
William Krzton is an advisor at Invicta Advisors LLC with six years of industry experience. He is also a practicing attorney at Three Rivers Law, where he has provided legal advice since 1994. Invicta Advisors offers 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 provides a range of advisory arrangements, including both discretionary and non-discretionary services.
Timothy M
Series 65, Series 63
Pittsburgh, PA
Riverside Financial Advisors LLC
Timothy Mc Mullen is a financial advisor at Riverside Financial Advisors LLC in Pittsburgh, PA, with seven years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Saxony Securities, Saxony Capital Management, and Florida Financial Advisors. He is also the owner of McMullen Industries, Limited, an insurance agency specializing in fixed insurance sales. Riverside Financial Advisors LLC is a small advisory team managing approximately $22.4 million, providing discretionary asset management and financial planning services. The firm employs quantitative tools like Modern Portfolio Theory and Monte Carlo simulations to guide portfolio construction and retirement planning, offering tailored strategies across various asset classes.
Jarrod S
Series 63, Series 66
Sarver, PA
Legacy Edge Advisors
Jarrod Sleppy is a financial advisor at Legacy Edge Advisors with 14 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at TIAA-CREF from 2015 to 2026. Legacy Edge Advisors serves individuals, high-net-worth clients, and trusts, providing discretionary portfolio management and financial planning. The firm uses a blend of fundamental, quantitative, and technical analysis to guide investment decisions and manages over $1.2 billion in discretionary assets.
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.
Kirtland S
Series 65
Pittsburgh, PA
Riverside Financial Advisors LLC
Kirtland Sippola is a financial advisor at Riverside Financial Advisors LLC in Pittsburgh, PA, holding a Series 65 designation. He has one year of industry experience, previously working at McMullen Industries, Limited. Riverside Financial Advisors LLC provides discretionary asset management and financial planning services, using quantitative methods such as Modern Portfolio Theory and Monte Carlo simulations to guide portfolio construction and retirement planning. The firm manages accounts on a discretionary basis with custody through major custodians and offers tailored financial solutions for a limited client base.
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.
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.
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.
James B
Series 65
Pittsburgh, PA
Riverside Financial Advisors LLC
James Barker is a financial advisor at Riverside Financial Advisors LLC in Pittsburgh, PA, holding a Series 65 designation. He began his professional career in 2025 after completing his education and has been with Riverside Financial Advisors since 2026. Outside of his advisory role, he is also associated with McMullen Industries, Limited. Riverside Financial Advisors LLC offers discretionary asset management and financial planning services, utilizing quantitative methods such as Modern Portfolio Theory and Monte Carlo simulations for portfolio construction and retirement planning. The firm manages accounts on a discretionary basis with custody through major providers and serves a limited client base.
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.
Jon B
Series 65
Cheswick, PA
Apforia
Jon Belajac is a Series 65-licensed financial advisor at Apforia with one year of industry experience. Prior to joining Apforia, he served in the U.S. Army Recruiting Command for five years. Apforia serves primarily individual and high-net-worth clients, offering investment management and comprehensive financial planning through a team of about 10 advisors. The firm employs a goal- and risk-based investment approach that incorporates both passive and active strategies and may utilize third-party managers, operating under a fee-only, fiduciary framework.
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.
Sarah V
CFP®, Series 65
Pittsburgh, PA
Guyasuta Investment Advisors, Incorporated
Sarah Veverka is a CFP® with two years of industry experience, currently affiliated with Guyasuta Investment Advisors, Incorporated. Her prior experience includes roles at Waldron Private Wealth, LLC, Key Private Bank, and Highmark Health Solutions. 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 employs a team-based approach that combines top-down macro analysis with bottom-up fundamental research, managing concentrated equity portfolios alongside laddered fixed-income strategies.
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