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 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.

John Kostukovich is an advisory representative at Vicus Capital, Inc. with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Cetera Wealth Services, LPL Financial, and Lincoln Financial Advisors. Outside of his advisory role, he is a member and owner of Blue Grayhunt Club, LLC, which manages timberland used for recreational hunting and fishing. 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 blend of fundamental and technical analysis across diverse strategies and provides specialized fiduciary consulting and plan-sponsor services alongside standard advisory offerings.

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 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 Emmons is a financial advisor with Vicus Capital, Inc. in Dover, DE, holding a Series 66 designation and eight years of industry experience. He has been with Vicus Capital since 2018 and also works with New World Financial, Inc. Outside of his advisory roles, Emmons is involved in community and leadership activities, serving on the board of Delmarva Youth and Family Institute and providing coaching and mentoring through various programs. 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 across diverse strategies and places particular emphasis on retirement-plan consulting and fiduciary services.

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 Koleno is a financial advisor at Vicus Capital, Inc. with 21 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 65 licenses. Her prior work includes roles at Northwest Savings Bank and Cetera Wealth Services. Outside of advising, she serves as committee chairperson at the Central Pennsylvania Institute. 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 with various model strategies, and offers fiduciary and retirement-plan consulting services including ERISA advisory support.

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 Smith is a financial advisor at Vicus Capital, Inc. with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera Wealth Services, LLC since 2013. Smith is a founding partner of Marmaras & Smith, LLC and is involved in several investment-related entities. Outside of advisory work, he also operates accounting and expense management businesses. 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, financial planning, and retirement plan consulting services, utilizing fundamental and technical analysis with multiple strategy approaches and specialized program features.

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 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 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 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 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 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 Weigl is an investment advisory representative at Vicus Capital, Inc. with three years of industry experience. He holds Series 66 and Series 63 credentials and has worked at firms including Rosenblatt Securities and PGIM, Inc. He has also been involved in financial services through Clelan and Company and has experience in fixed insurance sales. 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 across various strategies and emphasizes retirement-plan consulting and fiduciary services.

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.

Amy Sanor is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Vicus Capital, Inc. since 2021. She previously worked at Ameriprise Financial Services, Inc. from 2013 to 2021. Outside of her advisory role, she serves as a future executor and healthcare agent for an immediate family member. 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 and provides a range of tailored portfolio management and fiduciary consulting services.

Paul Morgis is a CFP® and ChFC® with 36 years of industry experience. He has worked at Vicus Capital, Inc. (formerly PFG Financial Advisors) since 2002 and at Cetera Wealth Services, LLC since 2013. In addition to his advisory work, he is an independent insurance agent specializing in disability, fixed annuities, 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, 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 both discretionary and non-discretionary portfolio management, digital advice, and specialized fiduciary consulting services.