State College, PA logo

State College, PA Office

Team
Updated today

Client AUM

$2,891,486,161

Clients

6,170

Advisors

23

Of 87 advisors across 41 offices

Location

476 Rolling Ridge Drive, Suite 333

State College PA 16801

Advisors at this office

23

Advisors at this office

user avatar

Eric D

CFP®, Series 66

State College, PA

Vicus Capital, Inc.

Eric Dare is a CFP® with 22 years of industry experience, currently serving at Vicus Capital, Inc. He has held various roles across financial services firms including Cetera and PFG Wealth Advisors. Outside of his advisory work, he is the owner of a software development company and is involved in local youth sports organizations as president of the State College Youth Wrestling club and a board member of State College Youth Football. Vicus Capital provides investment management and financial planning to individuals, businesses, trusts, and employee benefit plan sponsors. The firm utilizes a range of investment strategies and emphasizes retirement-plan consulting and fiduciary services, offering both discretionary and non-discretionary advisory solutions.

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

John S

Series 65, Series 63

State College, PA

Vicus Capital, Inc.

John Straub is a financial professional with 25 years of industry experience. He is affiliated with Vicus Capital, Inc. and holds Series 65 and Series 63 licenses. His prior experience includes roles at Cetera Wealth Services, LLC and PFG Wealth Planning, where he continues to serve as a financial professional. Vicus Capital offers 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 various model and separately managed strategies, with a particular focus on retirement-plan consulting and fiduciary services.

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

Benjamin P

Series 63, Series 66

State College, PA

Vicus Capital, Inc.

Benjamin Payne is a financial advisor with Vicus Capital, Inc. in State College, PA, holding Series 63 and Series 66 licenses and having 20 years of industry experience. He has worked at firms including E*Trade Securities LLC and PFG, and he serves as a trustee for Quissana Trust. He is also a co-owner of Saint Millie, LLC, where he manages LLC activities. Vicus Capital provides investment management and financial planning to individuals, businesses, trusts, and employee benefit plan sponsors, offering discretionary and non-discretionary services. The firm utilizes a combination of fundamental and technical analysis across various investment strategies and places particular emphasis on retirement plan consulting and fiduciary services.

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

Cy T

Series 65

State College, PA

Vicus Capital, Inc.

Cy Treaster is a financial advisor at Vicus Capital, Inc. with four years of industry experience. He holds a Series 65 designation and previously worked at Kish Bank, BFS Capital/Byzloan, and Strategic Financial Solutions. Outside of his advisory role, he is involved with Premier Bartending LLC as a bartender and serves as a governor for the nonprofit Faith's House of Hope. Vicus Capital serves a diverse client base including individuals, businesses, trusts, and retirement plan sponsors, offering investment management, financial planning, and retirement plan consulting. The firm employs a mix of fundamental and technical analysis across various strategies and provides specialized fiduciary consulting and plan-sponsor services alongside standard advisory solutions.

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

Gretchen Y

Series 65

State College, PA

Vicus Capital, Inc.

Gretchen Young is a financial advisor at Vicus Capital, Inc. with over 16 years of industry experience, including her current role since 2023 and a prior 16-year tenure at GN Associates. She holds a Series 65 designation and is based in State College, PA. Vicus Capital serves a diverse range of clients, 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.

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

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
user avatar

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
user avatar

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
user avatar

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
user avatar

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
user avatar

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
user avatar

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
user avatar

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
user avatar

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
user avatar

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
View complete list of advisors at this office
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")