Richard W Leet

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.

Peter Egolf is a CERTIFIED FINANCIAL PLANNER™ (CFP®) with six years of industry experience. He has been with Kilter Group since 2025 and previously worked at One Day In July LLC for five years. His background includes roles at organizations such as the City of Burlington, Vermont, and the Institute for Gender and the Economy. Kilter Group is an SEC-registered investment adviser serving individuals, high-net-worth clients, foundations, trusts, estates, corporations, and pension/retirement-plan sponsors. The firm employs a top-down, macro tactical asset-allocation approach using various investment vehicles and integrates technology tools, including AI, to support portfolio management and financial planning.

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.

Daniel Sopher is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. Prior to joining LPL Financial in 2023, he was associated with Kestra Advisory Services and Kestra Investment Services from 2016 to 2023 and has operated Sopher Financial Group since 2003. He serves as a board member of the Lep Foundation, a nonprofit organization. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management along with model portfolios and research from internal and third-party sources.

Matthew Diers is a financial advisor at LPL Financial with four years of industry experience. He holds a Series 66 designation and has previously worked at American Portfolios Financial Services, Ambassador Advisors, and Faithward Advisors, among others. Diers has also been involved in education, with work history at Messiah University and Valley Heights Christian Academy. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large network of representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and specialized institutional services.