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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.
Zackary L
CFP®, Series 66
Medina, OH
Vicus Capital, Inc.
Zackary Levine is a CFP®-credentialed financial advisor with six years of industry experience, currently serving at Vicus Capital, Inc. He has held roles at WealthKeel LLC and Ameriprise Financial prior to his current position. Levine also provides financial planning services for Gen X and Gen Y physicians through an associate advisor role at WealthKeel LLC and works as an insurance agent specializing in life, health, disability, annuities, and long-term care products. Vicus Capital delivers investment management and financial planning to individuals, businesses, trusts, and employee benefit plan sponsors, utilizing a variety of discretionary and non-discretionary strategies. The firm offers access to third-party managers, digital advice portfolios, and fiduciary retirement-plan consulting with an emphasis on tailored investment approaches and multiple specialized divisions.
Kelly B
Series 66
State College, PA
Vicus Capital, Inc.
Kelly Burger is a financial advisor at Vicus Capital, Inc. with three years of industry experience. She holds the Series 66 designation and has worked at firms including Cetera Wealth Services and Feather CU Services. Outside of her advisory role, she serves as the treasurer for Boy Scout Troop 353, maintaining financial records for the organization. Vicus Capital provides investment management and financial planning services to individuals, businesses, trusts, and employee benefit plan sponsors, offering a range of discretionary and non-discretionary solutions. The firm utilizes a combination of fundamental and technical analysis across various model and separately managed strategies and emphasizes retirement-plan consulting and fiduciary services.
Robert B
Series 65
Columbia, MD
Vicus Capital, Inc.
Robert Berg III is a Series 65-licensed advisor at Vicus Capital, Inc. with one year of industry experience. His prior roles include positions at Heritage Financial Advisors, USAA, and Messiah University. Outside of financial advising, he has experience working with Mad Dog Lacrosse and Santa Fe Christian Schools. 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 and offers a range of strategies including core-satellite, momentum, ESG, and faith-based allocations, with an emphasis on retirement-plan consulting and fiduciary services.
John K
Series 63, Series 65
John's Island, SC
Vicus Capital, Inc.
John Kostukovich is an investment adviser representative with Vicus Capital, Inc., holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. He has worked at firms including Cetera Wealth Services and LPL Financial. Outside of his advisory role, Kostukovich is involved with Blue Grayhunt Club, LLC, which manages timberland used for recreational hunting and fishing. 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 emphasizes retirement-plan consulting and fiduciary services, offering a broad range of portfolio implementation options and third-party manager access.
Brock M
Series 65
Lancaster, OH
Vicus Capital, Inc.
Brock McGlothin is a financial advisor with Vicus Capital, Inc., holding a Series 65 designation and 12 years of industry experience. He has worked at Vicus Capital since 2019 and previously at Nationwide Securities and Nationwide. Outside of his advisory role, he is the owner of McGlothin Insurance, where he sells life, fixed, property, and casualty insurance products. 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 strategies combining fundamental and technical analysis and provides specialized fiduciary consulting and plan-sponsor services uncommon among enterprise firms.
Tuula P
CFP®, Series 66
White Plains, NY
Vicus Capital, Inc.
Tuula Paavola is a CFP® with 23 years of industry experience, currently serving as owner and managing director of DeFrate & Paavola, LLC. She has been affiliated with Vicus Capital, Inc. since 2005 and also maintains a role as an insurance agent selling life, annuities, and long-term care products. 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 range of strategies combining fundamental and technical analysis and provides specialized fiduciary consulting and plan-sponsor services uncommon among enterprise firms.
Brett E
Series 66
Dover, DE
Vicus Capital, Inc.
Brett Emmons is a financial advisor with Vicus Capital, Inc. and holds the Series 66 designation. He has eight years of industry experience and has also been involved with Ideal Life Financial Planning, BE Life Institute, LLC, and New World Financial, Inc. Outside of his advisory roles, he serves as a board member of the Delmarva Youth and Family Institute, mentors youth through the Atlantic Regional Training Institute, and offers leadership coaching through the BE Life Institute, LLC. Vicus Capital provides investment management and financial planning services to individuals, businesses, trusts, and employee benefit plan sponsors, utilizing a mix of discretionary and non-discretionary strategies. The firm emphasizes retirement-plan consulting and fiduciary services, offering a range of model portfolios and third-party manager access tailored to client needs.
Ryan M
Series 65
State College, PA
Vicus Capital, Inc.
Ryan Miller is a financial advisor at Vicus Capital, Inc. based in State College, PA, holding a Series 65 license. He has been in the industry since 2024 with prior experience at Kish Bank and Fulton Bank. His background includes roles in education and retail before entering financial services. Vicus Capital provides investment management and financial planning services to individuals, businesses, trusts, and employee benefit plan sponsors. The firm employs a diverse investment approach that incorporates fundamental and technical analysis, multiple managed strategies, and offers specialized retirement plan consulting and fiduciary services.
Doreen K
ChFC®, Series 63, Series 65
State College, PA
Vicus Capital, Inc.
Doreen Koleno is a financial advisor at Vicus Capital, Inc. in State College, PA, holding the ChFC® designation with 21 years of industry experience. She has worked at Vicus Capital since 2016 and has prior experience with Cetera Wealth Services and Northwest Advisors. Outside of her advisory role, she serves as a committee chairperson for the Central Pennsylvania Institute. 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 including fundamental and technical analysis, ESG and faith-based allocations, and offers specialized retirement plan consulting and fiduciary services.
Meghan K
Series 66
Rochester, NY
Vicus Capital, Inc.
Meghan Kelly is a financial professional with three years of industry experience, currently affiliated with Vicus Capital, Inc. in Rochester, NY. She holds a Series 66 designation and has prior experience with Kelly Wealth Services, Kelly Retirement Services, Cetera Wealth Services, and Paychex. 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 offers specialized retirement-plan consulting and fiduciary services.
Christopher S
Series 63, Series 65
Bethlehem, PA
Vicus Capital, Inc.
Christopher Smith is a financial advisor at Vicus Capital, Inc. with 37 years of industry experience. He has held roles at Cetera Wealth Services, Marmaras & Smith, LLC, and Nathan & Lewis Securities, among others. Smith is a founding partner of Marmaras & Smith, LLC and serves as a trustee on multiple trusts. He also owns businesses related to accounting and expense management. Vicus Capital provides investment management and financial planning services to individuals, businesses, trusts, and employee benefit plan sponsors. The firm uses a blend of fundamental and technical analysis with various strategies, including core-satellite, momentum, ESG, and tax-loss harvesting approaches, and emphasizes retirement plan consulting and fiduciary services.
Justin B
Series 65
State College, PA
Vicus Capital, Inc.
Justin Blankenship is a financial advisor at Vicus Capital, Inc. with five years of industry experience. He holds a Series 65 designation and previously worked at Jacob's Ladder and The Colony Group. 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, and provides specialized fiduciary consulting services alongside its advisory offerings.
Linda S
Series 63, Series 66
Forty Fort, PA
Vicus Capital, Inc.
Linda Suda is an advisory representative at Vicus Capital, Inc. with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with IMG, Inc., Cetera Wealth Services, LLC, and Vicus Capital since 2001. Vicus Capital provides investment management and financial planning services to individuals, businesses, trusts, and employee benefit plan sponsors. The firm offers a range of investment strategies and places emphasis on retirement-plan consulting and fiduciary services.
Vincent A
Series 63, Series 65
Erie, PA
Vicus Capital, Inc.
Vincent Anderson is a financial advisor at Vicus Capital, Inc. in Erie, PA, holding Series 63 and Series 65 licenses with 48 years of industry experience. He has worked at Vicus Capital since 2008 and previously spent 12 years with Cetera Advisor Networks LLC. Outside of his advisory work, Anderson is involved in canine sports as a judge for the American Kennel Club and serves as Vice President of the Pennsylvania Brittany Club, where he helps organize events and maintain club grounds. 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 consulting services. The firm employs a variety of investment strategies and provides specialized fiduciary consulting and plan-sponsor services, supported by technology platforms and a range of tailored portfolio management options.
Alejandro R
Series 66
Coral Gables, FL
Vicus Capital, Inc.
Alejandro Rodriguez 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 JP Morgan Securities, Morgan Stanley, and currently serves as President and CEO of Zenith Point Wealth Management LLC. Outside of finance, he is a minority owner of a cosmetic business specializing in aesthetic products and services. 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 combination of fundamental and technical analysis across various strategies and provides specialized fiduciary consulting alongside traditional advisory services.
Brian K
CFP®, Series 63
Rochester, NY
Vicus Capital, Inc.
Brian Kelly is a CFP® professional with 33 years of experience in the financial services industry. He is currently affiliated with Vicus Capital, Inc. and serves as the owner and financial professional at Kelly Wealth Services. His prior experience includes roles at Nationwide Securities, LLC and Corey Insurance Agency. 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.
Kimberli C
Series 66
State College, PA
Vicus Capital, Inc.
Kimberli Casner is a financial advisor at Vicus Capital, Inc. with 21 years of industry experience. She holds a Series 66 designation and has worked at Cetera Wealth Services, LLC since 2013 and Vicus Capital since 2010. Outside of her advisory role, she serves as a finance committee member at St. John's Lutheran Church in Tyrone, PA. 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 combination of fundamental and technical analysis across various strategies and provides specialized fiduciary consulting alongside standard advisory services.
Zachary W
Series 63, Series 66
Camp Hill, PA
Vicus Capital, Inc.
Zachary Weigl is an investment advisory representative at Vicus Capital, Inc. with three years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Rosenblatt Securities and PGIM, Inc. Outside of his advisory role, he has experience in the food service industry. 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 offers retirement plan consulting with fiduciary services, utilizing both proprietary and third-party investment solutions.
Robert H
Series 66
State College, PA
Vicus Capital, Inc.
Robert Hinson II is a financial advisor at Vicus Capital, Inc. in State College, PA, holding a Series 66 designation with 12 years of industry experience. He has worked at Vicus Capital since 2015 and has also been associated with Cetera Wealth Services, LLC since 2013. 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 strategies combining fundamental and technical analysis, and provides specialized fiduciary consulting and plan-sponsor services alongside traditional advisory offerings.
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