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.

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.

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.

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.

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. 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.

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.

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.

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.

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.

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.

Adam Khalifa is a financial advisor at Citizens Securities, Inc. with nine years of industry experience. He holds Series 63 and Series 66 registrations and has worked at Citizens Securities and Citizens Bank since 2022, following five years at CUNA Brokerage Services and eight years at CUNA Mutual Group. Citizens Securities, a wholly owned subsidiary of Citizens Bank, serves a broad retail client base including individual and high-net-worth investors and individual retirement plans. The firm offers investment advisory programs alongside brokerage and insurance services, featuring a digital advisory platform and Managed Account program.

Jenna Heimbaugh is a financial advisor at Creative Planning with 18 years of industry experience and holds a Series 66 designation. She has been with Creative Planning since 2016. Outside of her advisory work, she owns two small businesses focused on craft wreath making and jewelry repair. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies for long-term goals, supplemented by various active and passive investment strategies.

Brian Hummel is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 22 years of industry experience. He has worked with Cetera since 2019 and previously spent seven years at Infinex Investments and over a decade at Pennian Bank. Outside of his advisory work, he is involved in several entrepreneurial activities, including furniture restoration, antique sales, dog breeding, and operating a roadside produce stand. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base, including individuals, retirement plans, and institutional accounts. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with access to both affiliated and third-party managers across various program structures.

Daryl Schafer is a financial advisor with LPL Financial based in Boalsburg, PA, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. He has been with LPL Financial since 2009 and also operates Culbertson Financial Services, where he has been active since 2002. Outside of his advisory roles, Schafer serves as an elected Township Supervisor and Chairman for Haines Township, Centre County, PA, and is the Secretary of the Penns Valley FFA Alumni and Supporters Association. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm supports a broad spectrum of investment approaches through its network of advisors, complemented by proprietary research, technology tools, and a variety of affiliated financial products and services.

Kyle Funkhouser is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and one year of industry experience. His work history includes roles at MassMutual Life Insurance Company, LPL Enterprise, and Northwestern Mutual. Outside of his advisory roles, he has been involved with businesses such as Big Springs Spirits and The Corner Room. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs firm-approved tools and structured, collaborative planning processes, offering a range of event-driven planning services including recent additions like Divorce Planning.

Lauren Naylor is a financial advisor with Ameriprise in Lewistown, PA, holding a Series 66 designation and four years of industry experience. She has worked at Ameriprise since 2015 and spent a year with Pacers Sports & Entertainment. Outside of her advisory role, she works part-time at Hawstone Hollow Winery, assisting with wine tastings and other duties. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver personalized, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools.

James Naylor Jr. is a CFP® with 34 years of industry experience, currently with Ameriprise since 2020 and previously with Ameriprise Financial Services, Inc. from 2005 to 2020. He is based in Lewistown, PA. Outside of his advisory role, he is involved in youth basketball as a coach and organizer through Naylor Basketball, LLC, and also publishes sports-related content and podcasts via Naylor Publishing, LLC. Additionally, he serves as a licensed high school basketball official. Ameriprise is a large institutional firm that offers retirement-income planning services targeting individuals with substantial investable assets. The firm combines research, modeling, and tax-efficient strategies to provide tailored, non-discretionary retirement recommendations delivered through a centralized consulting team in partnership with the client’s financial advisor.

Jeffrey Burris is a financial advisor at Edward Jones with 13 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2012. The firm serves more than four million individual and institutional clients, offering a broad range of wealth management services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. Edward Jones manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 financial advisors across more than 15,000 branch offices.