Nicholas Thomas Poulos

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.

Gregory Blaschak is a financial advisor with GWN Securities Inc. in West Decatur, PA, holding Series 63 and Series 65 licenses and with 33 years of industry experience. He has been with GWN Securities since 2008 and also works with LSA Securities/Allstate Financial Services. Outside of advisory roles, he is involved in the sales of fixed annuities, life insurance, and long-term care products. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth individuals. The firm manages approximately $3.65 billion across over 37,000 accounts and offers a range of managed-account programs and model portfolios through a large network of advisors.

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.

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.