Christopher Price is a financial advisor at Investment Advisor Group with 16 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Investment Advisor Group in 2021, he worked at The Investment Advisor Alliance LLC for 11 years. Mr. Price serves as a representative for the Town of Hancock, NY, on the Delaware County Local Development Corp, a non-compensated role focused on reviewing local business financing requests and supporting economic development. Investment Advisor Group provides financial planning and discretionary investment management to individuals, families, trusts, and closely held businesses. The firm emphasizes asset allocation and broad diversification aligned with modern portfolio theory and offers regular performance reporting through an online portal, distinguishing its communication practices from many peers.

Paul Kohn is a financial advisor at Investment Advisor Group with 15 years of industry experience. He holds a Series 65 designation and previously worked at Investment Advisor Alliance from 2010 to 2021 before joining his current firm. Investment Advisor Group provides financial planning and discretionary investment management to individuals, families, trusts, and closely held businesses. The firm emphasizes asset allocation and broad diversification aligned with clients’ goals, offering comprehensive planning and portfolio management using individual securities, mutual funds, ETFs, and selected third-party managers.

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.

Daniel Sopher is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has previously worked at Kestra Advisory Services, NFP Securities Inc., and has operated Sopher Financial Group since 2003. Outside of his advisory work, he serves as a board member for the Lep Foundation, a nonprofit organization. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, banks, charities, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and combines large-scale advisory operations with non-advisory product offerings such as insurance and annuities.

James Verboys is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 licenses and has 30 years of industry experience. He previously worked at Pruco Securities, LLC for 29 years before joining LPL Enterprise in 2024. LPL Enterprise provides advisory services through a large network of investment adviser representatives to individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model wealth portfolios, and third-party asset management programs, combining advisory and brokerage services with affiliated insurance offerings.