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.

Gregory Liszka is a CFP® with 18 years of experience in financial advising. He is currently affiliated with Vicus Capital, Inc. and has previously worked with Cetera and Strategic Lifestyle Advisors. Liszka also teaches a retirement planning class and serves on the board of Grove City Country Club. 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 and separately managed strategies, emphasizing retirement-plan consulting and fiduciary services alongside broader investment solutions.

Chris Holcomb is a CFP® professional with 18 years of industry experience, currently serving at Vicus Capital, Inc. He has held roles at Heritage Financial Advisors, LLC and Cetera Wealth Services, LLC. Outside of his advisory work, Holcomb mentors entrepreneurs through SCORE and provides guidance on a customer experience certificate program at Ashland University. 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 combination of fundamental and technical analysis across multiple strategies and providing specialized fiduciary consulting and plan-sponsor services.

Robert Pfahl is a CFP® professional with 25 years of experience in financial planning and asset management. He is affiliated with Vicus Capital, Inc. and has held roles at multiple firms including Cetera Wealth Services and Acorn Retirement Advisors. He serves as an elected board member of the Centre Region Estate Planning Council. 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 a variety of strategies, and places particular emphasis on retirement-plan consulting and fiduciary services.

Keith Behrmann is a financial advisor with Vicus Capital, Inc. in Bridgewater, NJ, holding the CFP®, CFA®, ChFC®, and Series 63 designations, and has nine years of industry experience. His prior roles include positions at AM Best Company and Cetera Wealth Services. Outside of financial services, he is a PADI-certified scuba instructor leading recreational diving programs. 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, while placing a particular emphasis on retirement plan consulting and fiduciary services.

Scott Test is a financial advisor with Vicus Capital, Inc. in Curwensville, PA, holding a Series 66 credential and ten years of industry experience. He has worked with Vicus Capital and affiliated firms since 2017, including DeFrate & Paavola LLC dba Alta Wealth Partner, where he currently serves as Vice President of Planning. Outside of his advisory roles, Scott is an assistant coach for a local recreational soccer league. Vicus Capital provides investment management and financial planning services to individuals, businesses, trusts, and employee benefit plan sponsors. The firm employs a variety of investment strategies and emphasizes retirement-plan consulting and fiduciary services, offering access to multiple implementation options and third-party managers.

Jeffrey Weatherford is a financial advisor at Vicus Capital, Inc. in State College, PA, with nine years of industry experience. He holds a Series 65 credential and has been with Vicus Capital since 2016, following a brief period at First National Bank. 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 core-satellite, momentum/relative strength, ESG, and faith-based allocations, and emphasizes retirement-plan consulting and fiduciary services such as ERISA advisory support and plan investment monitoring.

Kenneth Watson Jr. is a financial advisor with Vicus Capital, Inc. in Miami, FL, holding Series 63 and Series 65 credentials and over 40 years of industry experience. He has been with Vicus Capital since 2015 and has previously worked at Cetera and Cetera Wealth Services, LLC. Watson also operates as an independent insurance agent specializing in life, accident, and health 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 alongside various model strategies, emphasizing retirement-plan consulting and fiduciary services.