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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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Peter Y

CFP®, ChFC®, Series 63, Series 65

Bellefonte, PA

Northeast Planning Associates, Inc.

Peter Yerger is a CFP® and ChFC® with 10 years of experience in financial advisory roles. He currently works at Northeast Planning Associates, Inc. and has held positions at Brightside Benefit, Inc., Sowell Management, Wealthcare Capital Management LLC, and several other firms. Yerger serves as Chair of the CFP Board Council on Examinations, advising on the development and scoring of the CFP® exam. Northeast Planning Associates provides financial planning, investment advisory, and retirement plan advisory services primarily to individuals, high-net-worth clients, trusts, and estates. The firm offers modular, consultative planning engagements and access to investment management, managing approximately $327.7 million in client assets.

Retirement plans for business owners (SEP, solo 401k)
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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 22 years of industry experience. He has been with Vicus Capital and affiliated firms since 2013. Outside of his advisory role, Closz serves as an official for senior and junior high school football events. 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 blending fundamental and technical analysis and provides specialized fiduciary consulting and plan-sponsor 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 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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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 licenses and bringing 25 years of industry experience. She has been with Vicus Capital since 2014 and concurrently affiliated with Cetera Wealth Services, LLC since 2013. Outside of her advisory role, Newman is the owner of Newman Retirement Planning LLC, an S corporation for tax purposes. 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 across multiple 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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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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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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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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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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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.

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

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

ChFC®, Series 63, Series 65

State College, PA

Vicus Capital, Inc.

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.

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

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

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

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

CFP®, Series 63, Series 66

State College, PA

Vicus Capital, Inc.

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.

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

CFP®, Series 63, Series 66

State College, PA

Vicus Capital, Inc.

Robert Pfahl is a CFP® professional with 24 years of experience in financial advising. He is currently affiliated with Vicus Capital, Inc. and Acorn Retirement Advisors, LLC, and has held roles at several firms including Cetera Wealth Services and USI Securities. Pfahl serves as an elected board member of the Centre Region Estate Planning Council. Vicus Capital serves a diverse client base including individuals, businesses, trusts, charitable organizations, and retirement plan sponsors, offering investment management, financial planning, and retirement consulting. The firm utilizes a range of strategies such as core–satellite and tactical rotation, and provides specialized services including ERISA fiduciary consulting and dedicated program features like faith-based and ESG investment options.

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

Series 65

State College, PA

Vicus Capital, Inc.

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.

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