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Anne V

Series 63, Series 65

Aliquippa, PA

Vicus Capital, Inc.

Anne Volk is a financial advisor at Vicus Capital, Inc. with three years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously with Cetera Wealth Services, LLC and Marmaras & Smith LLC. Outside of her advisory roles, she is an independent consultant for Arbonne, a skincare and nutrition company. 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 and emphasizes retirement-plan consulting and fiduciary services.

ESG / Sustainable investing Passive / index investing Tax-loss harvesting Private / alternative investments Religious/faith focused
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Martha R

ChFC®, Series 63, Series 65

Watertown, NY

Vicus Capital, Inc.

Martha Rosner is a ChFC® credentialed financial advisor with 32 years of industry experience, currently affiliated with Vicus Capital, Inc. Her career includes roles at Cetera Wealth Services, LLC and ownership of Rosner Financial Group. Outside of advisory work, she manages multiple vacation rental properties and serves as a notary public. 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 strategies and provides specialized fiduciary consulting and a range of tailored investment solutions.

ESG / Sustainable investing Passive / index investing Tax-loss harvesting Private / alternative investments Religious/faith focused
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Randy H

CFP®, Series 63, Series 65

State College, PA

Vicus Capital, Inc.

Randy Hoover is a CFP® professional affiliated with Vicus Capital, Inc. in State College, PA, with 44 years of industry experience. He has worked at Vicus Capital (formerly PFG Financial Advisors) since 2002 and Cetera Wealth Services since 2013. Outside of his advisory role, he owns a bookkeeping business and serves as president of PFG Wealth Planning Group, LLC. 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 strategies and provides specialized ERISA fiduciary consulting alongside standard advisory services.

ESG / Sustainable investing Passive / index investing Tax-loss harvesting Private / alternative investments Religious/faith focused
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Jeffery C

Series 63, Series 65

State College, PA

Vicus Capital, Inc.

Jeffery Closz is a financial advisor with Vicus Capital, Inc. in State College, PA, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has been with Vicus Capital since 2013 and previously worked at Lincoln Investment. Outside of his advisory role, he serves as a football official for senior and junior high school games. Vicus Capital provides investment management and financial planning services to individuals, businesses, trusts, and employee benefit plan sponsors. The firm uses a combination of fundamental and technical analysis across various strategies and places particular emphasis on retirement-plan consulting and fiduciary services.

ESG / Sustainable investing Passive / index investing Tax-loss harvesting Private / alternative investments Religious/faith focused
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Lucy W

Series 63, Series 65

Miami, FL

Vicus Capital, Inc.

Lucy Watson is a financial advisor at Vicus Capital, Inc. with 33 years of industry experience. She holds Series 63 and Series 65 credentials and has been affiliated with Vicus Capital since 2011. Prior to and alongside her work at Vicus Capital, she has experience with Cetera Wealth Services and operates Watson Financial Inc., an insurance agency specializing in life, disability, and health insurance products, a business she has run since 1993. Vicus Capital provides investment management and financial planning services to individuals, businesses, trusts, and employee benefit plan sponsors. The firm employs a diverse investment process using fundamental and technical analysis, offering a range of model and separately managed strategies, retirement plan consulting, and fiduciary services.

ESG / Sustainable investing Passive / index investing Tax-loss harvesting Private / alternative investments Religious/faith focused
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Peter M

CFP®, ChFC®, Series 63, Series 65

Bethlehem, PA

Vicus Capital, Inc.

Peter Marmaras is a CFP® and ChFC® with 38 years of industry experience. He is currently with Vicus Capital, Inc., where he has worked since 2005, and has prior experience at Core Income Advisors LLC and Cetera Wealth Services, LLC. Outside of his advisory work, he serves as a finance team leader at Wesley United Methodist Church and is a board member of the Fighting Children’s Cancer Foundation. Vicus Capital provides investment management and financial planning services to individuals, businesses, trusts, and employee benefit plan sponsors. The firm employs a range of strategies combining fundamental and technical analysis and emphasizes retirement-plan consulting and fiduciary services.

ESG / Sustainable investing Passive / index investing Tax-loss harvesting Private / alternative investments Religious/faith focused
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Brody M

Series 65

State College, PA

Vicus Capital, Inc.

Brody Mc Culley is a financial advisor at Vicus Capital, Inc. with a Series 65 credential and one year of industry experience. His prior positions include roles at First National Bank of PA and Your Financial Community of PA, as well as various non-financial work experience. Vicus Capital provides investment management and financial planning services to individuals, businesses, trusts, and employee benefit plan sponsors. The firm employs a mix of fundamental and technical analysis and offers a range of investment strategies, including ESG and faith-based allocations, retirement-plan consulting, and fiduciary services.

ESG / Sustainable investing Passive / index investing Tax-loss harvesting Private / alternative investments Religious/faith focused
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Michael G

Series 63, Series 65

Bridgewater, NJ

Vicus Capital, Inc.

Michael Gabel is a financial advisor at Vicus Capital, Inc. with 17 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Hamel Associates, Inc. and Noviello Financial Group. In addition to his advisory role, he operates a CPA and consulting firm providing accounting and tax services. 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 variety of investment strategies and provides specialized fiduciary consulting and plan-sponsor services alongside standard advisory offerings.

ESG / Sustainable investing Passive / index investing Tax-loss harvesting Private / alternative investments Religious/faith focused
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John S

Series 63, Series 65

Bellefonte, PA

Vicus Capital, Inc.

John Sulick is a financial advisor with Vicus Capital, Inc. in Bellefonte, PA, holding Series 63 and Series 65 credentials and bringing 47 years of industry experience. He has been with Vicus Capital (formerly PFG Financial Advisors) since 2001 and also has a role at Cetera Wealth Services, LLC since 2013. In addition to his advisory work, he is an independent insurance agent specializing in fixed annuities and life, accident, health, and long-term care insurance. Vicus Capital serves a diverse client base including individuals, businesses, trusts, charitable organizations, and retirement plan sponsors by offering investment management, financial planning, and retirement plan consulting. The firm uses a combination of fundamental and technical analysis across multiple strategies and provides specialized fiduciary consulting and plan-sponsor services alongside its broader advisory offerings.

ESG / Sustainable investing Passive / index investing Tax-loss harvesting Private / alternative investments Religious/faith focused
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Solomon R

Series 65

Watertown, NY

Vicus Capital, Inc.

Solomon Rosner is a financial advisor at Vicus Capital, Inc. with a Series 65 designation and one year of industry experience. His prior roles include work with Rosner Financial Group and Cetera Wealth Services, LLC. Outside of financial advising, he is involved with Stay ADK, an organization active since 2018. Vicus Capital 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 combination of fundamental and technical analysis across various strategies and places explicit emphasis on retirement-plan consulting and fiduciary services.

ESG / Sustainable investing Passive / index investing Tax-loss harvesting Private / alternative investments Religious/faith focused
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Jonathan V

Series 63, Series 65

Grove City, PA

Vicus Capital, Inc.

Jonathan Van Kirk is a financial advisor at Vicus Capital, Inc. in Grove City, PA, with three years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Northwestern Mutual and Iron Point Financial, 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 in its investment approach and offers a range of strategies and fiduciary services, including retirement-plan consulting and access to third-party money managers.

ESG / Sustainable investing Passive / index investing Tax-loss harvesting Private / alternative investments Religious/faith focused
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Zachery O

CFP®, Series 65

Bentonville, AR

Vicus Capital, Inc.

Zachery Otwell is a CFP® and Series 65-licensed advisor at Vicus Capital, Inc. with one year of industry experience. His prior roles include positions at WealthKeel LLC and Edia, as well as experience in educational institutions such as Little Rock Christian Academy and Harding University. Vicus Capital provides investment management and financial planning services to individuals, businesses, trusts, and employee benefit plan sponsors. The firm uses a combination of fundamental and technical analysis and offers a range of model and separately managed strategies, with a particular focus on retirement-plan consulting and fiduciary services.

ESG / Sustainable investing Passive / index investing Tax-loss harvesting Private / alternative investments Religious/faith focused
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Yvonne R

ChFC®, Series 66

Stroudsburg, PA

Vicus Capital, Inc.

Yvonne Reitemeyer is a ChFC® credentialed financial advisor with 18 years of industry experience. She is currently affiliated with Vicus Capital, Inc. and has previously worked with FRM Financial Group, Cetera Wealth Services, and Frailey Insurance and Financial Services. Outside of her advisory work, she serves as Chair of the Board of Trustees at Warren County Community College and is involved in local environmental and political committees. Vicus Capital serves a diverse client base including individuals, businesses, trusts, charitable organizations, and retirement plan sponsors. The firm offers a range of investment management and financial planning services, combining fundamental and technical analysis with multiple strategy approaches and providing specialized fiduciary consulting alongside standard advisory offerings.

ESG / Sustainable investing Passive / index investing Tax-loss harvesting Private / alternative investments Religious/faith focused
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Andrew S

CFP®, Series 66

Camp Hill, PA

Vicus Capital, Inc.

Andrew Spuhler is a CFP® with four years of industry experience currently affiliated with Vicus Capital, Inc. His prior roles include positions at Cetera Wealth Services, Securities America Advisors, and OSAIC. He also operates Spuhler Enterprises 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 and separately managed strategies, with a particular focus on retirement-plan consulting and fiduciary services.

ESG / Sustainable investing Passive / index investing Tax-loss harvesting Private / alternative investments Religious/faith focused
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Jennifer N

Series 63, Series 66

State College, PA

Vicus Capital, Inc.

Jennifer Newman is a financial advisor with Vicus Capital, Inc. in State College, PA, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. She has been with Vicus Capital since 2014 and is also affiliated with Cetera Wealth Services, LLC. Outside of her advisory role, she owns Newman Retirement Planning LLC, an S corporation used for tax purposes. Vicus Capital provides investment management and financial planning services to individuals, businesses, trusts, and employee benefit plan sponsors. The firm’s investment approach integrates fundamental and technical analysis with a range of model and separately managed strategies, and it offers specialized retirement-plan consulting and fiduciary services including ERISA advisory support.

ESG / Sustainable investing Passive / index investing Tax-loss harvesting Private / alternative investments Religious/faith focused
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Samuel R

Series 66

Murfreesboro, TN

Vicus Capital, Inc.

Samuel Rosner is a financial advisor with Vicus Capital, Inc. He holds a Series 66 designation and has 18 years of industry experience. His work history includes roles at Rosner Financial TN Inc., Rosner Financial Inc., Cetera Wealth Services, LLC, and Vicus Capital, Inc. He is also involved in insurance sales, including life, health, disability, and annuities. 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 range of investment strategies and provides fiduciary consulting and plan-sponsor services alongside standard advisory offerings.

ESG / Sustainable investing Passive / index investing Tax-loss harvesting Private / alternative investments Religious/faith focused
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Travis D

Series 63, Series 65

Columbia, MD

Vicus Capital, Inc.

Travis Drown is an investment advisor at Vicus Capital, Inc. with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera Wealth Services and operated his own firm, Drown Financial Services, since 2012. He has also served as treasurer on the board of Mosaic Christian Church since 2025. Vicus Capital provides investment management and financial planning to individuals, businesses, trusts, and employee benefit plan sponsors. The firm employs a combination of fundamental and technical analysis, offering a range of model and separately managed strategies, and places emphasis on retirement-plan consulting and fiduciary services.

ESG / Sustainable investing Passive / index investing Tax-loss harvesting Private / alternative investments Religious/faith focused
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Ronald P

CFP®, ChFC®, Series 63

Grove City, PA

Vicus Capital, Inc.

Ronald Peters is a financial advisor at Vicus Capital, Inc. with 40 years of industry experience. He holds the CFP® and ChFC® designations and has worked at firms including Strategic Lifestyle Advisors, Inc., Cetera Wealth Services, and CPL Financial Group. Peters serves as an elected board member for the Clarion Forest County Visiting Nurses Association, where he reviews financial matters and approves business plans. Vicus Capital provides investment management and financial planning to individuals, businesses, trusts, and employee benefit plan sponsors. The firm employs a combination of fundamental and technical analysis with various model strategies and places particular emphasis on retirement-plan consulting and fiduciary services.

ESG / Sustainable investing Passive / index investing Tax-loss harvesting Private / alternative investments Religious/faith focused
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Glenn W

ChFC®, Series 63

State College, PA

Vicus Capital, Inc.

Glenn Williams is a financial advisor with Vicus Capital, Inc. in State College, PA, holding the ChFC® and Series 63 designations and bringing 51 years of industry experience. He has worked at Vicus Capital since 2015 and is concurrently involved with Glenn H Williams Financial Services, LLC. Williams also holds a role as an insurance agent selling life, health, disability, fixed annuities, and long-term care products. 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, including core-satellite, momentum, fixed income tacticals, ESG, and faith-based allocations, with a notable emphasis on retirement plan consulting and fiduciary services.

ESG / Sustainable investing Passive / index investing Tax-loss harvesting Private / alternative investments Religious/faith focused
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Andrew K

CFP®, ChFC®, Series 66

Camp Hill, PA

Vicus Capital, Inc.

Andrew Kern is a CFP® and ChFC® with 21 years of industry experience. He is an investment advisory representative at Vicus Capital, Inc., and previously worked at Cetera Wealth Services, LLC, Integrated Wealth Concepts LLC, and LPL Financial. Kern serves as vice president of the Michael J Santanna Jr. Achievement Foundation and is a board member of the Financial Planning Association of Central Pennsylvania. He also volunteers as a youth sports coach. Vicus Capital provides investment management and financial planning services to individuals, businesses, trusts, and employee benefit plan sponsors. The firm uses a combined fundamental and technical analysis approach, offering a range of model and separately managed strategies along with specialized retirement-plan consulting and fiduciary services.

ESG / Sustainable investing Passive / index investing Tax-loss harvesting Private / alternative investments Religious/faith focused
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