Peter Anders Egolf

Christopher Price is a financial advisor at Investment Advisor Group with 16 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Investment Advisor Group in 2021, he worked at The Investment Advisor Alliance LLC for 11 years. Mr. Price serves as a representative for the Town of Hancock, NY, on the Delaware County Local Development Corp, a non-compensated role focused on reviewing local business financing requests and supporting economic development. Investment Advisor Group provides financial planning and discretionary investment management to individuals, families, trusts, and closely held businesses. The firm emphasizes asset allocation and broad diversification aligned with modern portfolio theory and offers regular performance reporting through an online portal, distinguishing its communication practices from many peers.

Paul Kohn is a financial advisor at Investment Advisor Group with 15 years of industry experience. He holds a Series 65 designation and previously worked at Investment Advisor Alliance from 2010 to 2021 before joining his current firm. Investment Advisor Group provides financial planning and discretionary investment management to individuals, families, trusts, and closely held businesses. The firm emphasizes asset allocation and broad diversification aligned with clients’ goals, offering comprehensive planning and portfolio management using individual securities, mutual funds, ETFs, and selected third-party managers.

Richard Leet is a CFP®-certified financial advisor with 41 years of industry experience, currently with Vicus Capital, Inc. in Lakewood, PA. His career includes long tenure at Nationwide Insurance Company and Nationwide Advisory Services, Inc., and he manages several business ventures, including a tree farming operation and nonprofit cemetery association. He also owns and manages commercial real estate and insurance agencies. Vicus Capital provides investment management and financial planning services to individuals, businesses, trusts, and employee benefit plan sponsors. The firm employs a blend of fundamental and technical analysis with diverse strategies and places a strong focus on retirement-plan consulting and fiduciary services.

Aaron Soden is a financial professional at Vicus Capital, Inc. with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has been involved with multiple firms including 1938 Wealth Advisors, Cetera Wealth Services, and Nationwide Financial. Outside of advisory roles, he serves as assistant chief of the Susquehanna Fire Department, where he is responsible for training and emergency response oversight. Vicus Capital provides investment management and financial planning services to individuals, businesses, trusts, and employee benefit plan sponsors. The firm utilizes a range of strategies, including fundamental and technical analysis, and emphasizes retirement plan consulting and fiduciary services alongside access to third-party managers and customized portfolio solutions.

Raymond Saravitz is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Peoples Security Bank & Trust and LPL Financial since 2016, and previously with Commonwealth Financial Network, Uvest Financial Services Group, and Peoples Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment products, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advisor-facing tools for operational and research purposes.

Daniel Sopher is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 38 years of industry experience. He founded Sopher Financial Group in 2003 and has worked with Kestra Advisory Services and Veravest Investment Advisors. He serves as a board member of the Lep Foundation, a nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of investment strategies and technology tools, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.