Gregory Mark Blaschak

Scott Test is a financial advisor with Vicus Capital, Inc. in Curwensville, PA, holding a Series 66 credential and ten years of industry experience. He has worked with Vicus Capital and affiliated firms since 2017, including DeFrate & Paavola LLC dba Alta Wealth Partner, where he currently serves as Vice President of Planning. Outside of his advisory roles, Scott is an assistant coach for a local recreational soccer league. Vicus Capital provides investment management and financial planning services to individuals, businesses, trusts, and employee benefit plan sponsors. The firm employs a variety of investment strategies and emphasizes retirement-plan consulting and fiduciary services, offering access to multiple implementation options and third-party managers.

Michael Adams is a financial advisor at Equity Services, Inc. with five years of industry experience. He holds the Series 66 designation and previously worked at Pruco Securities, LLC and Prudential Insurance Company of America. Outside of his advisory role, he owns rental property in Canonsburg, Pennsylvania. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm combines long-term investment strategies with options for shorter-term trading, utilizing multiple advisory platforms and third-party asset managers.

Nicholas Battaglia is a CFP® with 10 years of industry experience, currently affiliated with United Planners Financial Services of America as a Limited Partner. He previously worked at Grove Point Advisors LLC and AssetMark Financial Holdings, among other firms. Battaglia operates a marketing DBA, Battaglia Associates Wealth Advisors, and is also active as a non-variable insurance agent. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base including individuals, retirement plans, corporations, and institutional clients. The firm offers advisory and brokerage services primarily delivered through independent representatives, with a focus on client-directed, non-discretionary account management.

Nicholas Poulos is a financial advisor at OSAIC Institutions, INC. with 35 years of industry experience. He holds a ChFC® designation along with Series 63 and Series 65 licenses. His prior roles include positions at Mid Penn Bank, Infinex Investments, Cetera, Riverview Bank, Sorrento Pacific Financial, and CBT Bank. He serves as a board member of the Salvation Army, assisting with fundraising efforts since 2019. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by offering advisory and brokerage services through customized engagements and a variety of investment and lending solutions. The firm’s approach includes both discretionary and non-discretionary asset management, supported by a network of investment adviser representatives who utilize fundamental and technical analysis and third-party due diligence for alternative investments.

John Battaglia is a financial advisor with UNITED PLANNERS' FINANCIAL SERVICES of AMERICA, holding Series 66 and Series 63 licenses and bringing 32 years of industry experience. He has been associated with United Planners since 2024 and also owns Battaglia Associates Wealth Advisors. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base that includes individual investors, retirement plans, corporations, trusts, estates, and institutional clients. The firm delivers advisory and brokerage services through independent representatives using multiple custodians, third-party money managers, and platform programs.

Marina Stephens is a financial advisor with OSAIC Institutions, INC. She holds Series 63 and Series 65 licenses and has 13 years of industry experience. Her work history includes roles at First Commonwealth Bank and Infinex Investments, Inc. Outside of finance, she owns a taxidermy business and bartends for the Sons and Daughters of Italy Club. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans through a range of advisory and brokerage services. The firm offers customized financial planning and investment solutions, including access to alternative investments and lending options, delivered primarily through a network of investment adviser representatives.