Daniel James Sherman

Barbara Battin is a financial advisor at Confluence Financial Partners with 14 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at CETERA Advisor Networks LLC and CashDollar & Associates, LLC. Outside of her advisory role, she serves as a committee member at Cochranton Community Church, where she oversees budget, expenses, and audits financial records. Confluence Financial Partners provides holistic wealth management and financial planning to individual clients, professionals, business owners, and corporate executives, as well as retirement plan consulting to institutional clients. The firm employs a fiduciary approach with active and passive investment strategies, emphasizing asset allocation and macroeconomic analysis.

Steven Sabo is a financial advisor at Virtue Capital Management, LLC with nine years of industry experience. He holds a Series 65 designation and has worked at Virtue Capital Management since 2019. In addition, he independently sells life insurance and annuities through Executive Financial Group and Executive Financial Planning. Virtue Capital Management, LLC is an SEC-registered enterprise investment adviser managing approximately $1.2 billion in discretionary assets for over 4,000 clients through about 90 advisers. The firm offers discretionary portfolio management, financial planning, third-party manager selection and monitoring, and ERISA and qualified plan consulting, employing active, model-driven strategies that incorporate economic data and quantitative optimization.

Jonathan Van Kirk is an investment advisory representative at Vicus Capital, Inc. with three years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and Iron Point Financial, LLC. Vicus Capital provides investment management and financial planning services to individuals, businesses, trusts, and employee benefit plan sponsors. The firm utilizes a blend of fundamental and technical analysis across various strategies and places particular focus on retirement plan consulting and fiduciary services.

Ronald Peters is a financial advisor at Vicus Capital, Inc. with 40 years of industry experience. He holds the CFP® and ChFC® designations and has worked at firms including Strategic Lifestyle Advisors, Inc., Cetera Wealth Services, and CPL Financial Group. Peters serves as an elected board member for the Clarion Forest County Visiting Nurses Association, where he reviews financial matters and approves business plans. Vicus Capital provides investment management and financial planning to individuals, businesses, trusts, and employee benefit plan sponsors. The firm employs a combination of fundamental and technical analysis with various model strategies and places particular emphasis on retirement-plan consulting and fiduciary services.

Arthur Hughes is a financial advisor at WesBanco Securities, Inc. in Ellwood City, PA, holding Series 63 and Series 65 licenses with four years of industry experience. He has worked at WesBanco Securities since 2019 and previously at WesBanco Bank from 2016 to 2023. WesBanco Securities, Inc. provides investment advice and portfolio management to individuals, corporations, trusts, estates, and retirement plans, managing approximately $166 million in assets. The firm offers a range of wrap-fee portfolio management programs and access to third-party managed solutions, employing various analytical methods and strategies across nondiscretionary and discretionary accounts.

Gregory Liszka is a CFP® with 18 years of experience in financial advising. He is currently affiliated with Vicus Capital, Inc. and has previously worked with Cetera and Strategic Lifestyle Advisors. Liszka also teaches a retirement planning class and serves on the board of Grove City Country Club. Vicus Capital provides investment management and financial planning services to individuals, businesses, trusts, and employee benefit plan sponsors. The firm utilizes a combination of fundamental and technical analysis with various model and separately managed strategies, emphasizing retirement-plan consulting and fiduciary services alongside broader investment solutions.