Francis Fauble II is a financial advisor at Vicus Capital, Inc. with 42 years of industry experience. He holds the ChFC® and Series 63 credentials and has worked at several firms including Cetera Wealth Services, LLC and Vertice Financial. In addition to his advisory role, he has worked as an independent insurance agent since 1971. Vicus Capital serves a diverse client base including individuals, businesses, trusts, and retirement plan sponsors, offering investment management, financial planning, and retirement plan consulting. The firm employs a range of investment strategies combining fundamental and technical analysis and provides specialized fiduciary consulting and plan-sponsor services alongside traditional advisory offerings.

Eric Dare is a CFP® professional with 23 years of experience in financial advisory. He is President and CEO of Vicus Capital, Inc. and PFG Inc., and holds leadership roles in multiple affiliated financial services firms. Outside of finance, Dare is involved in youth sports organizations in State College, PA, serving as president of a youth wrestling club and as a board member for youth football. Vicus Capital provides investment management and financial planning to individuals, businesses, trusts, and employee benefit plan sponsors. The firm offers a range of services including discretionary and non-discretionary portfolio management, access to third-party managers, and specialized retirement plan consulting with fiduciary support.

Cody Cummings is a financial professional at Vicus Capital, Inc. with six years of industry experience. He has held positions at several firms including Summit Financial, LLC, and Cetera Wealth Services, LLC. Vicus Capital provides investment management and financial planning services to individuals, businesses, trusts, and employee benefit plan sponsors. The firm employs a combination of fundamental and technical analysis across various model strategies and emphasizes retirement-plan consulting and fiduciary services.

Scott Shoup is a CFP® professional with 38 years of experience in the financial services industry. He is currently with Vicus Capital, Inc., where he has worked since 2003, and has also been affiliated with Cetera Wealth Services, LLC since 2013. Shoup holds a Series 63 license and has experience as an independent insurance agent specializing in life, accident, health, and long-term care insurance. Vicus Capital provides investment management and financial planning services to individuals, businesses, trusts, and employee benefit plan sponsors. The firm employs a combination of fundamental and technical analysis across various strategies and places an emphasis on retirement-plan consulting and fiduciary services, including ERISA advisory support and participant account management programs.

John Straub is a financial professional with 25 years of industry experience, currently affiliated with Vicus Capital, Inc. since 2018. He holds the Series 63 and Series 65 credentials and has worked previously with Cetera Wealth Services, PFG Wealth Planning, and ARIS Wealth Services. Straub operates at PFG Wealth Planning as a financial professional, providing financial services alongside his role at Vicus Capital. Vicus Capital, Inc. provides investment management and financial planning services to individuals, businesses, trusts, and employee benefit plans. The firm employs a range of strategies including fundamental and technical analysis, model portfolios, and fiduciary consulting, with an emphasis on retirement-plan support and access to third-party money managers.

Diana DeFrate is a CFP® with 23 years of industry experience, currently serving as owner and CEO of DeFrate & Paavola, LLC. She has been with Vicus Capital, Inc. since 2005 and also holds a role at Cetera Wealth Services, LLC. Outside of advisory work, she is licensed to sell life, annuities, and long-term care insurance. Vicus Capital serves a diverse client base including individuals, businesses, trusts, and retirement plan sponsors, offering investment management, financial planning, and retirement consulting. The firm employs a mix of fundamental and technical analysis across multiple strategies and provides specialized fiduciary consulting and plan-sponsor services alongside traditional advisory offerings.

Frank Moore Jr. is a financial advisor at Vicus Capital, Inc. with 18 years of industry experience. He holds a Series 66 designation and has worked with Cetera Wealth Services, LLC and Frank D Moore Financial, Inc., which he owns. Outside of advisory work, he serves as a board member for an oil leases business. Vicus Capital serves a diverse client base including individuals, businesses, trusts, and retirement plan sponsors, offering investment management, financial planning, and retirement plan consulting. The firm employs a range of strategies combining fundamental and technical analysis and provides specialized fiduciary consulting alongside a broad suite of advisory services.

Adam Brubaker is a financial advisor with Vicus Capital, Inc. and holds a Series 65 credential. He has five years of industry experience, including roles at Cetera Wealth Services and Allstate Insurance Company. Brubaker is also the Director of Financial Planning at Drown Financial Services. Vicus Capital provides investment management and financial planning to individuals, businesses, trusts, and employee benefit plan sponsors, utilizing a combination of fundamental and technical analysis across various strategies. The firm emphasizes retirement-plan consulting and fiduciary services, offering a broad array of advisory support and third-party manager access.

John Mazzola is a financial advisor with Vicus Capital, Inc., holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at Vicus Capital since 2010 and concurrently at Cetera Wealth Services, LLC since 2013, as well as West County Financial Services & Insura since 1992. Outside of his advisory roles, Mazzola serves as president of the Stonebrook Village Homeowners Association and as a board trustee for the Wilkinson Place Homeowners Association. Vicus Capital serves a diverse client base including individuals, businesses, trusts, charitable organizations, and retirement plan sponsors, offering investment management, financial planning, and retirement plan consulting. The firm employs a mix of fundamental and technical analysis across various strategies and provides ERISA fiduciary consulting alongside a range of advisory services.

Albert Dagostino is a financial advisor with Vicus Capital, Inc. in Mechanicsburg, PA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Vicus Capital (formerly PFG Financial Advisors) since 2001 and also has experience with Cetera Wealth Services, LLC since 2013. Outside of advisory work, he operates as an independent insurance agent specializing in disability, fixed annuities, life, accident, health, and long-term care insurance. Vicus Capital serves a broad client base, including individuals, businesses, trusts, charitable organizations, and retirement plan sponsors, offering investment management, financial planning, and retirement plan consulting. The firm employs a mix of fundamental and technical analysis across various strategies, providing tailored advisory services through multiple platforms and maintaining specialized programs such as ERISA fiduciary consulting and fee-based annuity offerings.

Benjamin Payne is a financial advisor with Vicus Capital, Inc. in State College, PA, holding Series 63 and Series 66 licenses and having 20 years of industry experience. He has worked at firms including E*Trade Securities LLC and PFG, and he serves as a trustee for Quissana Trust. He is also a co-owner of Saint Millie, LLC, where he manages LLC activities. Vicus Capital provides investment management and financial planning to individuals, businesses, trusts, and employee benefit plan sponsors, offering discretionary and non-discretionary services. The firm utilizes a combination of fundamental and technical analysis across various investment strategies and places particular emphasis on retirement plan consulting and fiduciary services.

Travis Mattson is a financial advisor with Vicus Capital, Inc. in Stroudsburg, PA, holding a Series 65 designation and one year of industry experience. He has previously worked at MML Investors Services, LLC, MassMutual Life Insurance Co, and Park Avenue Securities LLC. Outside of his advisory role, Mattson serves as vice president of the Kiwanis Club, a local nonprofit organization. Vicus Capital provides investment management and financial planning services to individuals, businesses, trusts, and employee benefit plan sponsors. The firm’s investment approach includes fundamental and technical analysis with a variety of model and separately managed strategies, and it offers specialized retirement-plan consulting and fiduciary services.

Scott Holstein is a CFP® and PFS™ professional with 39 years of experience in the financial services industry. He has been with Vicus Capital, Inc. since 2011 and has prior experience at Cetera and American Brokerage Service. Holstein is also a non-practicing CPA. Vicus Capital, Inc. provides investment management and financial planning to individuals, businesses, trusts, and employee benefit plan sponsors, offering both discretionary and non-discretionary services. The firm employs a range of strategies including core-satellite, momentum, ESG, and tax-loss harvesting, and places particular emphasis on retirement-plan consulting and fiduciary services.

Cy Treaster is a financial advisor at Vicus Capital, Inc. with four years of industry experience. He holds a Series 65 designation and previously worked at Kish Bank, BFS Capital/Byzloan, and Strategic Financial Solutions. Outside of his advisory role, he is involved with Premier Bartending LLC as a bartender and serves as a governor for the nonprofit Faith's House of Hope. Vicus Capital serves a diverse client base including individuals, businesses, trusts, and retirement plan sponsors, offering investment management, financial planning, and retirement plan consulting. The firm employs a mix of fundamental and technical analysis across various strategies and provides specialized fiduciary consulting and plan-sponsor services alongside standard advisory solutions.

Gretchen Young is a financial advisor at Vicus Capital, Inc. with over 16 years of industry experience, including her current role since 2023 and a prior 16-year tenure at GN Associates. She holds a Series 65 designation and is based in State College, PA. Vicus Capital serves a diverse range of clients, including individuals, businesses, trusts, charitable organizations, and retirement plan sponsors, offering investment management, financial planning, and retirement plan consulting. The firm employs a variety of investment strategies and provides specialized fiduciary consulting and plan-sponsor services alongside standard advisory offerings.

Peter Oldziey is a CFP® professional with 40 years of experience in the financial services industry. He has been with Vicus Capital, Inc. since 2001 and also worked at Cetera Wealth Services, LLC since 2013. Outside of his advisory role, he serves as treasurer for the Dover Interfaith Mission for Housing, a homeless shelter, and is involved with the Spiritual Assembly of the Baha'i of Dover as secretary. Vicus Capital serves a diverse client base, including individuals, businesses, trusts, charitable organizations, and retirement plan sponsors, offering investment management, financial planning, and retirement plan consulting. The firm combines fundamental and technical analysis with a range of strategies, providing tailored advisory services and specialized fiduciary consulting.

Paul Masalski is a financial advisor with Vicus Capital, Inc. in Phoenixville, PA, holding the ChFC® designation and Series 63 license. He has 39 years of industry experience, including roles at Cetera Wealth Services, LLC, Phoenix Home Life, and Security Mutual Life Insurance Company. He is also president of Financial Growth Plans, Inc., a licensed Pennsylvania corporation. Vicus Capital serves a diverse client base including individuals, businesses, trusts, charitable organizations, and retirement plan sponsors, offering investment management, financial planning, and retirement plan consulting. The firm employs a blend of fundamental and technical analysis across various strategies and provides specialized services such as ERISA fiduciary consulting, a fee-based annuity program, and tailored advisory solutions.

Michael Assad is a financial advisor with Vicus Capital, Inc., holding a Series 66 license and bringing 23 years of industry experience. He has been affiliated with Vicus Capital and Michael Assad LLC since 2014 and has experience with Cetera Wealth Services and Marmaras and Smith LLC. Assad is also involved in a local networking group as a membership committee member. 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 across various strategies, including ESG and faith-based allocations, and offers specialized retirement-plan consulting and fiduciary services.

Matthew Mog is a financial advisor with Vicus Capital, Inc. in Cincinnati, OH. He holds the Series 66 designation and has one year of industry experience, including prior roles at Edward Jones and Northwestern Mutual. In addition to his advisory work, he provides financial planning services to Gen X and Gen Y physicians through WealthKeel LLC. Vicus Capital offers investment management and financial planning services to individuals, businesses, trusts, and employee benefit plan sponsors, emphasizing retirement-plan consulting and fiduciary services. The firm employs a range of strategies including fundamental and technical analysis, core-satellite models, ESG and faith-based allocations, and provides access to third-party money managers and fee-based programs.

Anna Shoup is a financial advisor with Vicus Capital, Inc. She holds a Series 66 designation and has one year of industry experience. Prior to joining Vicus Capital, she worked at Cetera Wealth Services, PNC Bank, and Pennsylvania Financial Group. Vicus Capital provides investment management and financial planning to individuals, businesses, trusts, and employee benefit plan sponsors. The firm offers discretionary and non-discretionary services, with an investment approach that includes fundamental and technical analysis, various managed strategies, and retirement-plan consulting with fiduciary support.