Vicus Capital, Inc.

Francis Fauble II is a financial advisor at Vicus Capital, Inc. with 42 years of industry experience. He holds the ChFC® and Series 63 credentials and has worked at several firms including Cetera Wealth Services, LLC and Vertice Financial. In addition to his advisory role, he has worked as an independent insurance agent since 1971. 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 range of investment strategies combining fundamental and technical analysis and provides specialized fiduciary consulting and plan-sponsor services alongside traditional advisory offerings.

Jeffrey Blatt is a financial professional with one year of industry experience, currently associated with Vicus Capital, Inc. He holds a Series 66 designation and has previously worked at Everyday Health Group, Amazon.com, and Time Incorporated. Blatt is also active with Defrate & Paavola LLC, operating under the Alta Wealth Partners brand. 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 combination of fundamental and technical analysis and provides tailored portfolio management and fiduciary consulting services.

Cody Cummings is a financial professional at Vicus Capital, Inc. with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cetera Wealth Services, Summit Financial, and Summit Equities. 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 utilizes a combination of fundamental and technical analysis across various strategies, providing tailored portfolio management and fiduciary consulting services.

Scott Shoup is a CFP® with 37 years of industry experience, currently serving as an advisor at Vicus Capital, Inc. He has been with Vicus Capital (formerly PFG Financial Advisors) since 2003 and also worked at Cetera Wealth Services, LLC since 2013. Outside of his advisory role, Shoup is an independent insurance agent specializing in 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. The firm offers a range of investment management and financial planning services, utilizing both fundamental and technical analysis across multiple strategies and providing specialized fiduciary consulting and plan-sponsor services.

John Straub is a financial professional with 24 years of industry experience, currently serving at Vicus Capital, Inc. since 2018. He also maintains a role at PFG Wealth Planning, where he has worked since 2008. Straub holds Series 63 and Series 65 licenses. 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 specialized fiduciary consulting and plan-sponsor services alongside a broad array of advisory offerings.

Diana DeFrate is a CFP® with 23 years of industry experience, currently serving as owner and CEO of DeFrate & Paavola, LLC. She has been with Vicus Capital, Inc. since 2005 and also holds a role at Cetera Wealth Services, LLC. Outside of advisory work, she is licensed to sell life, annuities, and long-term care insurance. 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 analysis across multiple strategies and provides specialized fiduciary consulting and plan-sponsor services alongside traditional advisory offerings.

Frank Moore Jr. is a financial advisor at Vicus Capital, Inc. with 18 years of industry experience. He holds a Series 66 designation and has worked with Cetera Wealth Services, LLC and Frank D Moore Financial, Inc., which he owns. Outside of advisory work, he serves as a board member for an oil leases business. 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 range of strategies combining fundamental and technical analysis and provides specialized fiduciary consulting alongside a broad suite of advisory services.

Adam Brubaker is a financial advisor at Vicus Capital, Inc. in Columbia, MD, holding a Series 65 credential with four years of industry experience. His prior work includes roles at Cetera Wealth Services, Allstate Insurance Company, and APR Supply Company. He also serves as Director of Financial Planning at Drown Financial Services. 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 blend of fundamental and technical analysis across various strategies and providing specialized fiduciary consulting and plan-sponsor services.

John Mazzola is a financial advisor with Vicus Capital, Inc., holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at Vicus Capital since 2010 and concurrently at Cetera Wealth Services, LLC since 2013, as well as West County Financial Services & Insura since 1992. Outside of his advisory roles, Mazzola serves as president of the Stonebrook Village Homeowners Association and as a board trustee for the Wilkinson Place Homeowners Association. 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 mix of fundamental and technical analysis across various strategies and provides ERISA fiduciary consulting alongside a range of advisory services.

Albert Dagostino is a financial advisor with Vicus Capital, Inc. in Mechanicsburg, PA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Vicus Capital (formerly PFG Financial Advisors) since 2001 and also has experience with Cetera Wealth Services, LLC since 2013. Outside of advisory work, he operates as an independent insurance agent specializing in disability, fixed annuities, life, accident, health, and long-term care insurance. Vicus Capital serves a broad 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 mix of fundamental and technical analysis across various strategies, providing tailored advisory services through multiple platforms and maintaining specialized programs such as ERISA fiduciary consulting and fee-based annuity offerings.

Benjamin Payne is a financial advisor at Vicus Capital, Inc. with 20 years of industry experience. He holds Series 63 and Series 66 credentials and has worked with firms including E*Trade Securities and Cetera Wealth Services. Outside of his advisory role, he serves as a trustee for Quissana Trust and is a co-owner of Saint Millie, 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 blend of fundamental and technical analysis across multiple strategies and provides specialized fiduciary consulting and plan-sponsor services.

Travis Mattson is a financial professional at Vicus Capital, Inc. with experience at several firms including Mass Mutual Investors Services and Primerica Advisors. He holds a Series 65 designation and has been active in the financial services industry since 2019. Outside of his advisory role, Mattson serves as vice president of the Kiwanis Club in Stroudsburg, PA. 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 uses a combination of fundamental and technical analysis across multiple strategies and provides both discretionary and non-discretionary portfolio management along with specialized fiduciary consulting services.

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.

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.

Peter Oldziey is a CFP® professional with 40 years of experience in the financial services industry. He has been with Vicus Capital, Inc. since 2001 and also worked at Cetera Wealth Services, LLC since 2013. Outside of his advisory role, he serves as treasurer for the Dover Interfaith Mission for Housing, a homeless shelter, and is involved with the Spiritual Assembly of the Baha'i of Dover as secretary. 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 combines fundamental and technical analysis with a range of strategies, providing tailored advisory services and specialized fiduciary consulting.