
our team

Eric Dare, CFP®
wealth manager
Eric entered the financial services business as an advisor in 2003 and is the Founding Principal of PFG Wealth Advisors, LLC where he manages over $150 million in client assets. He is co-owner and President & CEO of Vicus Capital and the Executive Vice President of PFG, Inc.
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A graduate of the Smeal College of Business Administration at Penn State University (BS Marketing), Eric is also a CERTIFIED FINANCIAL PLANNER™ professional. He holds Series 7, 24 & 66 registrations and Pennsylvania Life, Accident and Health licenses and is a Registered Representative of Cetera Advisor Networks, LLC.
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Eric is very active in the local community and serves on State College football, wrestling, and school boards. Other organizations to which he is committed include The Navy Seal Foundation, St. Jude’s Children’s Research Hospital, and THON.
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Eric and his family reside in State College. Outside of the office he’s heavily involved in activities with his children. He coaches football, wrestling, and lacrosse. He loves to watch his daughters pursue their passion for field hockey.
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Athletics has always been an important part of Eric's life. He grew up participating in baseball, wrestling, track & field and football. Eric lettered as a defensive back and played special teams for the Penn State Nittany Lions Football Team. He was also captain of Penn State's Track & Field team and placed 5th in the Javelin at the Big Ten Men's Outdoor Track & Field Championships.
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Doreen Koleno,
ChFC®, RICP®
senior wealth advisor & director of operations
Doreen joined PFG in 2017 as a Wealth Advisor, bringing over 10 years of experience. She now serves as our Senior Wealth Advisor & Director of Client Operations. She’s enhanced our client experience by providing individual account review, as well as financial planning support, and insight. Doreen specializes in social security claiming analysis, and individual retirement account planning. She oversees all aspects of managing client relationships based on specific client needs, and coordinates follow up.
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Doreen earned her Chartered Financial Consultant designation from The American College in 2012 and became a Retirement Income Certified Professional in 2023. Doreen holds Series 6, 63 and 65 registrations and Pennsylvania Life, Accident and Health licenses and is a Registered Representative of Cetera Advisor Networks, LLC.
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Lainey started her career in the financial services industry in 2024 as a Wealth Advisor at PFG. She assists in handling service requests for existing client accounts and follow-ups.
Lainey graduated from Penn State University with a Bachelor of Science Degree in Finance, a minor in Economics, and a Real Estate Analysis and Development Undergraduate Certificate. Lainey holds Series 7 & 66 registrations and Pennsylvania Life, Accident and Health licenses and is a Registered Representative of Cetera Advisor Networks, LLC.
In her free time Lainey enjoys reading, hiking, weightlifting, and spending time with friends and family.
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LAINEY HAUSER
wealth advisor

Tammy rejoined PFG in 2022 as our Client Services Associate bringing over 20 years of financial experience to our team. Prior to her current role, she was a Case Manager on PFG's Risk Management team. She is the first point of contact with our clients and oversees all aspects of processing new business for investment accounts and risk management. Tammy manages service requests for existing accounts, fields client questions, coordinates follow ups and is responsible for form submissions.
In her personal time, Tammy enjoys exercise, reading, travelling with her husband, and spending time with family and friends.
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tAMMY VRATARICH
client services ASSOCIATE

Courtney has served as Chief of Staff for PFG since 2015. In this capacity, she manages strategic planning & projects, correspondence, collaborates with the team at large, manages vendor relationships, licensing, relationship development, and coordination of incoming and outgoing communications. Courtney also oversees reporting and business tracking for the firm.
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Courtney earned a Bachelor of Science from Penn State University in Biobehavioral Health in 2002 and a Master of Education from Shippensburg University in 2007. She enjoys exercise, sporting events, travel, being outdoors, and time with family. Courtney holds a Series 11 registration.
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Courtney schmittle
chief of staff

amy sanor
financial planning specialist
Amy serves as the firm’s Financial Planning Specialist, assisting in the creation, delivery, and ongoing monitoring of customized financial plans for our clients. Prior to joining the firm in 2021, she spent 10 years in the industry in the roles of Associate Financial Advisor, Paraplanner, and Investment Consultant.
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Amy is a graduate of Youngstown State University where she double majored in Finance and Accounting. She has held the Certified Financial Planner (CFP®) designation since 2015. She also holds the Chartered Retirement Planning Counselor (CRPC®) designation as well as Series 7, 63, and 66 registrations, and PA Health and Life Insurance licenses.
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Outside of work, Amy enjoys traveling, cooking, exercising, and spending time with friends and family.
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kimberli Casner
Senior vice president & general counsel
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Compliance Oversight
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Legal Inquires
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RIA Compliance
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​Kimberli Casner is the Senior Vice President & General Counsel for PFG. In this capacity, Kim oversees all aspects of PFG's Compliance and Legal departments, interacting directly with broker dealer executive staff and state and federal regulators on behalf of PFG associates. She is Chief Compliance Officer for PFG's own federally registered investment advisor and continually monitors all facets of associate compliance requirements. She is a member of the Investment Advisory Board.
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Kim graduated from Penn State University, receiving her BA in Political Science. She earned her Juris Doctor from the Widener University School of Law and is admitted to the Commonwealth of Pennsylvania as an attorney at law. She holds Series 4, 7, 24, 53 and 66 registrations.
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Kim is a non-producing registered representative of Cetera.
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ROB HINSOn, cfa®
director, investment operations & trading
​​Rob is a holder of the Chartered Financial Analyst® designation and serves as Director, Investment Operations & Trading. He is responsible for managing all operational aspects of the investment department, including technology systems, vendor relations, as well as processes and procedures. Rob also serves as the primary trader for the firm’s tactical and hybrid platforms. He is a key contributor to ongoing investment due diligence and research and serves as a member of Vicus Capital’s Investment Committee.
Rob graduated Cum Laude from Central Michigan University and holds a Bachelor of Science in Business Administration degree in Personal Financial Planning with a minor in Accounting. Rob also holds FINRA Series 7 and 66 registrations.
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Rob is a non-producing registered representative of Cetera.
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DAVID ROSENBLATT
director, investment strategies
​​David serves as Director, Investment Strategies and is a member of the firm's Investment Committee. He serves as the team leader for the management of the firm’s investment platforms lineup. David is responsible for leading our firm’s investment research, ongoing manager due diligence, and ultimate portfolio construction process. He plays a key role in determining strategic portfolio positioning, dynamic portfolio shifts, enhancements to existing programs, researching strategy providers, and the development of future programs.
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David holds a Bachelor of Business Administration in Risk Management as well as a Master of Investment Management degree from Temple University. David is a Level III Candidate in the CFA Program and holds a FINRA Series 65 registration.
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David is not affiliated or registered with Cetera Advisor Networks, LLC.
Any information provided by David is in no way related to Cetera Advisor Networks, LLC or its registered representatives.
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Jeff is a holder of the Certified Investment Management Analyst® designation and serves as Portfolio Manager, Custom Solutions. In this role, he functions as a key member of the investment team and focuses his efforts on the firm's custom portfolios platform, Private Client Strategies™ (PCS™ ). He also contributes to the firm's investment research and ongoing due diligence of investment managers. Prior to his current position, Jeff was an active financial representative and holds FINRA registration Series 7, 63, 65 , and 55 as well as Pennsylvania Life, Health, Accident, Property & Casualty Licenses.
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Jeff is a Gettysburg College graduate with a Bachelor of Arts Degree in Economics.
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Jeff is a non-producing registered representative of Cetera.
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