Daniel Sopher

Richard Leet is a CFP® professional with 40 years of experience in the financial services industry. He is affiliated with Vicus Capital, Inc. and has held roles at several firms, including Nationwide Insurance Company and 1938 Wealth Advisors. Outside of advisory work, he is involved in managing a tree farm and serves as vice president of a nonprofit cemetery association. 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 combination of fundamental and technical analysis with a range of strategies and provides specialized fiduciary and plan-sponsor services alongside traditional advisory offerings.

Aaron Soden is a financial professional with Vicus Capital, Inc., holding Series 63 and Series 65 credentials and nine years of industry experience. He has worked with multiple firms including 1938 Wealth Advisors, Cetera Wealth Services, and Nationwide Financial. Outside of advisory roles, he serves as assistant chief of the Susquehanna Fire Department, where he oversees training and emergency response procedures. 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 various strategies and provides specialized fiduciary consulting and plan-sponsor services uncommon among enterprise firms.

Amy Sporer is a financial advisor at Centaurus Financial, Inc. with 20 years of industry experience. She holds the Series 66 designation and has been with Centaurus Financial since 2007. Outside of her advisory role, she is involved in the sales and service of disability and accident/health insurance plans for individuals and small business owners. Centaurus Financial, Inc. provides advisory services through a network of independent representatives to a broad client base including individuals, families, small businesses, and institutions. The firm offers financial planning, investment management, access to third-party managers, and retirement plan advisory services.

Jonathan Sheard is a financial advisor with Centaurus Financial, Inc. He holds a Series 66 designation and has 21 years of industry experience. He has been with Centaurus Financial since 2004 and concurrently operates Summit Answering Service. Outside of his advisory role, Sheard serves as treasurer and Sunday school teacher at Calkins Baptist Church, is treasurer of the Boyds Mills Hunting Club, and acts as treasurer and EMT for the Damascus Volunteer Ambulance Corps. Centaurus Financial, Inc. provides advisory services through a network of independent representatives to a diverse client base including individuals, families, businesses, and institutions. The firm offers financial planning, asset management, access to third-party money managers, and retirement-plan advisory services.

Robert Schwartz is a financial advisor at Private Advisor Group, LLC with 22 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Private Advisor Group since 2014, also maintaining a role with LPL Financial since 2011. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers both discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs, employing a range of investment strategies tailored to client objectives and risk tolerances.

Andrew Sheard is a financial advisor at Centaurus Financial, Inc. with six years of industry experience. He holds the CFP® and ChFC® designations, as well as the Series 66 license. Prior to joining Centaurus Financial in 2020, he worked at PCP Consulting and Hantz Financial Services. Outside of his advisory role, Sheard serves as Treasurer for the Calkins Union Cemetery Association, a volunteer position involving financial oversight and recordkeeping. Centaurus Financial, Inc. provides advisory services through a network of independent representatives to individuals, families, small businesses, and institutional clients. The firm offers financial planning, investment management, and retirement-plan advisory services, utilizing a combination of fundamental and technical analysis along with access to third-party managers and unified managed account programs.