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Christopher N

CFP®, ChFC®, Series 63, Series 66

Bridgewater, NJ

Vicus Capital, Inc.

Christopher Noviello is a CFP® and ChFC® with 28 years of experience in financial advising. He is currently with Vicus Capital, Inc. and has held roles at Cetera and Cetera Wealth Services, LLC. Outside his advisory work, he serves on the board of Grassroots Conservation, a nonprofit organization. Vicus Capital provides investment management and financial planning to individuals, businesses, trusts, and employee benefit plan sponsors, using a range of discretionary and non-discretionary services. The firm employs a combination of fundamental and technical analysis across 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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Richard L

CFP®, Series 63, Series 65

Lakewood, PA

Vicus Capital, Inc.

Richard Leet is a CFP® professional with 40 years of experience in the financial services industry. He is affiliated with Vicus Capital, Inc. and has held roles at several firms, including Nationwide Insurance Company and 1938 Wealth Advisors. Outside of advisory work, he is involved in managing a tree farm and serves as vice president of a nonprofit cemetery association. 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 combination of fundamental and technical analysis with a range of strategies and provides specialized fiduciary and plan-sponsor services alongside traditional advisory offerings.

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

Series 66

St. Petersburg, FL

Vicus Capital, Inc.

Ralph Mazzuoccolo is a financial advisor at Vicus Capital, Inc. with 11 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Cornerstone Wealth Strategies and Cetera Wealth Services. Outside of his advisory roles, he has been involved with Sweat Life Dynasty, LLC and has experience as a group fitness instructor and Beachbody coach. 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 specialized fiduciary consulting services alongside its advisory offerings.

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

CFP®, Series 66

State College, PA

Vicus Capital, Inc.

John Corso is a CFP® professional with 21 years of experience in the financial services industry. He is currently with Vicus Capital, Inc., where he has worked since 2006, and also leads PFG Legacy Advisors, LLC. His prior roles include positions at Cetera Wealth Services, LLC and Cetera Advisor Networks LLC. 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 combination of fundamental and technical analysis across multiple strategies and provides specialized fiduciary consulting and plan-sponsor services in addition to standard advisory offerings.

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

Series 65

Camp Hill, PA

Vicus Capital, Inc.

Liana Freeland is a financial advisor at Vicus Capital, Inc. with three years of industry experience. She holds a Series 65 designation and has previously worked at Clelan and Company, Pronto, and Kay LLC. Outside of financial advising, she is a board member of the Michael J. Santanna Jr Achievement Foundation, where she communicates with schools and distributes scholarships, and owns Freeland Ventures, LLC, a business focused on reselling vinyl records and vintage items. 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 with a variety of strategies and provides specialized services such as ERISA fiduciary consulting and dedicated program features like faith-based and ESG investment paths.

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

Series 63, Series 65

Forty Fort, PA

Vicus Capital, Inc.

Peter Kizis is an investment advisory representative at Vicus Capital, Inc. with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Vicus Capital since 2022, alongside previous roles at Cetera Wealth Services, LLC and IMG. In addition to his advisory work, he is an insurance agent specializing in life, accident, health, disability, annuities, and long-term care insurance. Vicus Capital serves a diverse client base including individuals, businesses, trusts, charitable organizations, and retirement plan sponsors. The firm offers a range of services such as investment management, financial planning, and retirement plan consulting, employing a blend of fundamental and technical analysis across multiple strategies and providing specialized fiduciary and plan-sponsor consulting services.

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

CFP®, Series 63

Dunmore, PA

Vicus Capital, Inc.

Jeffrey Boyanoski is a CFP® professional with 26 years of industry experience currently affiliated with Vicus Capital, Inc. He has worked at Grant Williams, LP, Cetera Wealth Services, LLC, and Vertice Financial. Boyanoski is also the owner of Vertice Financial, where he provides financial 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 traditional advisory offerings.

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

ChFC®, Series 63

Charleston, WV

Vicus Capital, Inc.

Barry Hunter is a financial advisor with Vicus Capital, Inc. in Charleston, WV, holding the ChFC® designation and Series 63 license. He has 33 years of industry experience, including 28 years at Nationwide Advisory Services and ongoing affiliation with Nationwide Insurance Company. Hunter serves as a board member of the Roane County Chamber of Commerce and the Charleston Estate Planning Council, and he is vice president of the Woodbridge HOA. 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 ERISA fiduciary consulting alongside specialized program features such as faith-based and ESG paths.

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

Series 65

State College, PA

Vicus Capital, Inc.

Jacqueline Wigfield is a financial advisor at Vicus Capital, Inc. in State College, PA, holding a Series 65 credential with five years of industry experience. She joined Vicus Capital in 2016 after working at JPMORGAN SECURITIES LLC for one year. 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 combining fundamental and technical analysis and provides specialized services such as ERISA fiduciary consulting and fee-based annuity programs.

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

Series 66

State College, PA

Vicus Capital, Inc.

Lainey Hauser is a financial advisor at Vicus Capital, Inc. with two years of industry experience. She holds a Series 66 designation and has worked at several firms including Vicus Capital, PFG Wealth Advisors, Cetera Wealth Services, and UBS Investment Bank. Outside of advisory roles, she is also an insurance agent specializing in fixed insurance products. Vicus Capital provides investment management and financial planning services to individuals, businesses, trusts, and employee benefit plan sponsors. The firm utilizes a combination of fundamental and technical analysis across a range of strategies and offers 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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Scott P

ChFC®, Series 63

St. Petersburg, FL

Vicus Capital, Inc.

Scott Petrucci is a financial advisor at Vicus Capital, Inc. with 38 years of industry experience. He holds the ChFC® and Series 63 designations and has worked at Vicus Capital since 2001, with prior roles at Cetera Wealth Services and Boxey Financial Services. Outside of his advisory work, Petrucci is a singer-songwriter performing under the name Johnny Arrowhead, writing and recording original music. 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 blend of fundamental and technical analysis across various strategies and provides specialized 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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Chad C

CFP®, Series 66

Tampa, FL

Vicus Capital, Inc.

Chad Chubb is a CFP® and Series 66-licensed advisor with 14 years of industry experience, currently affiliated with Vicus Capital, Inc. He has held roles at Vicus Capital since 2011 and Wealthkeel LLC since 2015. In addition to his advisory work, Chubb hosts a financial planning YouTube channel and co-hosts the Physician Cents podcast. 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 various strategies and provides specialized fiduciary consulting and plan-sponsor services alongside traditional advisory offerings.

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

Series 66

Sewickley, PA

Vicus Capital, Inc.

Kellie Gillespie is a financial advisor with Vicus Capital, Inc. in Sewickley, PA, holding a Series 66 designation and 11 years of industry experience. She has worked at Vicus Capital since 2016 and also has affiliations with Cetera Wealth Services, LLC and Pennsylvania Financial Group. 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 both fiduciary consulting and specialized program features.

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

Series 63, Series 65

Lakewood, PA

Vicus Capital, Inc.

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.

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

CFP®

Westlake Village, CA

Vicus Capital, Inc.

Elana Yaffe is a CFP® professional with two years of industry experience, currently affiliated with Vicus Capital, Inc. She has held roles at Defrate & Paavola LLC and Morton Wealth, among others. Yaffe serves as a financial planning specialist at Defrate & Paavola LLC in addition to her work at Vicus Capital. 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 across various strategies and emphasizes retirement-plan consulting and fiduciary services, including ERISA advisory support and participant account management programs.

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

Series 65

State College, PA

Vicus Capital, Inc.

David Rosenblatt is a financial advisor at Vicus Capital, Inc. in State College, PA, holding a Series 65 designation with 10 years of industry experience. He has been with Vicus Capital and its predecessor entity since 2015. 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 combination of fundamental and technical analysis across various strategies and provides both discretionary and non-discretionary portfolio management along with specialized fiduciary consulting services.

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

Series 65

State College, PA

Vicus Capital, Inc.

Hayden Davidson is a financial advisor at Vicus Capital, Inc. with one year of industry experience. He has previously worked at Abundance Wealth Counselors, LLC and BlackRock, Inc., and served at Pennsylvania State University and State College Area School District in various roles. Outside of his advisory work, he is president of the Nittany Valley Running Club and an assistant coach for varsity track and cross country teams at State College Area School District. 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, employing a mix of fundamental and technical strategies and providing specialized fiduciary consulting and plan-sponsor services.

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

Series 63, Series 65

Mechanicsburg, PA

Vicus Capital, Inc.

Anthony Briselli Jr. is a financial advisor at Vicus Capital, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Vicus Capital since 2001 and Cetera Wealth Services, LLC since 2013. Outside of his advisory role, he is an independent insurance agent specializing in fixed annuities and life, accident, and health insurance. 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 uses a blend of fundamental and technical analysis with various 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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Roy D

Series 66

Lakeland, FL

Vicus Capital, Inc.

Roy Deloach is a financial advisor at Vicus Capital, Inc. in Tampa, FL, with 21 years of industry experience. He holds a Series 66 designation and has been with Vicus Capital (formerly PFG Financial Advisors) since 2005. In addition to his advisory role, he is also an insurance agent selling life, health, disability, annuities, and long-term care insurance. Vicus Capital serves a diverse client base including individuals, businesses, trusts, charitable organizations, and retirement plan sponsors. The firm offers investment management, financial planning, and retirement plan consulting, utilizing a range of strategies and technology platforms to provide tailored advisory and fiduciary services.

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

Series 63, Series 66

Bethlehem, PA

Vicus Capital, Inc.

Christopher Suttmeier is a financial advisor at Vicus Capital, Inc. with eight years of industry experience. He holds Series 63 and Series 66 registrations and has worked at firms including Morgan Stanley and MFS Fund Distributors. Outside of finance, he has experience in the sports and manufacturing sectors, including a role at Powerzone Volleyball Center. Vicus Capital provides investment management and financial planning services to individuals, businesses, trusts, and employee benefit plan sponsors. The firm uses a mix 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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