Yuma, AZ Office

Alexander Chavez is a financial advisor with Invicta Financial Group in Yuma, AZ. He holds a Series 65 designation and has been with Invicta since 2026. Prior to this, he worked for the United States Federal Courts for eight years and has provided educational services since 2024. Additionally, he serves as a substitute teacher on a part-time basis. Invicta Financial Group offers financial planning and advisory services to individuals, high-net-worth clients, and business entities. The firm structures its services around non-discretionary advisory relationships and coordinates with third-party money managers to implement investment strategies.

Ryan Daniels is a financial advisor with Invicta Financial Group in Yuma, AZ, holding a Series 65 designation and one year of industry experience. His prior work includes roles at BDT & Associates, Inc., Pittsburgh Valet, and William Penn Valet. He is also a licensed insurance agent operating as a sole proprietor, though he does not sell insurance products or provide related advice. Invicta Financial Group offers financial planning and advisory services to individuals, high-net-worth clients, and business entities, focusing on tailored written financial action plans. The firm refers clients to third-party money managers for portfolio management and primarily provides non-discretionary advisory services.

Barry Todd is a financial advisor with Invicta Financial Group in Yuma, AZ, holding the ChFC® designation and Series 63 and 65 licenses. He has 21 years of industry experience and has worked at BDT & Associates, Inc. since 2007 and Affluent Advising, LLC since 2014. Todd serves as chairman and director of BDT & Associates, Inc. and is president of the National Ranger Memorial Foundation. He is also co-founder and board member of the Defense Resources Foundation, which provides resources to the wrongfully accused, and is an author and advocate speaker on the U.S. judicial system. Invicta Financial Group advises individuals, high-net-worth clients, and business entities primarily through financial planning and implementation services, directing clients to third-party investment advisers for asset management. The firm focuses on client-specific planning and regularly reviews client plans, relying on recommended investment managers for portfolio construction and not taking custody of client assets.

Benjamin Williams is a financial advisor with Invicta Financial Group in Yuma, AZ, holding a Series 65 license and 12 years of industry experience. He has worked at BDT & Associates, Inc. since 2014 and Cambridge Investment Research Advisors, Inc. from 2014 to 2018. Williams serves as treasurer and director of the board at BDT & Associates, Inc., a role he has held since 2018. He is also a licensed independent insurance agent specializing in health and life insurance. Invicta Financial Group advises individuals, high-net-worth clients, and business entities through financial planning and implementation services, directing clients to third-party investment advisers for portfolio management. The firm emphasizes client-specific planning with tailored recommendations and ongoing support during and after the implementation phase.