Michael David Adams

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.

Nicholas Poulos is a financial advisor with OSAIC Institutions, INC. holding the ChFC® designation and Series 63 and 65 licenses, with 36 years of industry experience. He has worked at several firms including Mid Penn Bank, Infinex Investments, Cetera, Riverview Bank, Sorrento Pacific Financial, and CBT Bank. Poulos serves as a board member of the Salvation Army, assisting with fundraisers since 2019. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a large network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, wrap programs, and access to alternative investments, operating a hybrid adviser/broker-dealer model with notable emphasis on client choice in transaction authority.

Gregory Blaschak is a financial advisor with GWN Securities Inc., holding Series 63 and Series 65 credentials and over 34 years of industry experience. He has been with GWN Securities since 2008 and also works with LSA Securities/Allstate Financial Services, where he has been active since 2006. He is involved in the sales of fixed annuities, life insurance, and long-term care products. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs, financial planning, and third-party manager selection. The firm offers discretionary portfolio management and model portfolios using a blend of affiliated and unaffiliated sub-advisers, incorporating both traditional and tactical investment strategies.

Marina Stephens is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 65 credentials and 14 years of industry experience. Her prior work includes roles at Infinex Investments, Inc. and First Commonwealth Bank. Outside of finance, she owns a taxidermy service and bartends at the Sons and Daughters of Italy Club. OSAIC Institutions, Inc. serves individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm combines advisory and broker-dealer functions, offering customized services and access to alternative investments and lending solutions.

Derek Walker is a financial advisor with Eagle Strategies (NY Life) who holds Series 63 and Series 65 credentials and has 28 years of industry experience. He has been with Eagle Strategies since 2019 and has operated Walker Financial Services since 2001. Outside of his advisory work, Walker serves as an elected official in the Pennsylvania General Assembly and is an adjunct instructor of statistics at Penn State DuBois. Eagle Strategies serves a diverse client base including individual investors, defined contribution and benefit plans, and charitable and corporate clients. The firm provides financial planning, investment management, and retirement-plan advisory services mainly through non-discretionary advisory relationships, with a focus on tailored recommendations and fiduciary responsibilities for retirement investors.

Frank Sherick is a financial advisor with OSAIC, holding a Series 63 designation and 26 years of industry experience. He previously worked at FSC Securities Corporation for 14 years before joining OSAIC in 2023. Outside of his advising role, Sherick offers tax preparation services and provides trust education and client referrals through his sole proprietorship, Sherick Financial Group. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm uses a variety of tools and platforms to deliver integrated brokerage and advisory services, combining proprietary asset allocation methods with access to third-party money managers and managed account solutions.