We strive to provide a wealth planning experience that nurtures success for pursuing your best life, while leaving a clear path for what lies ahead. Our process instills a sense of trust and confidence that you are on a path to a comfortable retirement, and that when your journey ends, your loved ones will inherit your success and continue on your legacy.​
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We have partnered with Partners Financial Group and Vicus Capital to provide comprehensive wealth planning and strategies to help investors reach their financial goals.
OUR TEAM
John Corso, CFP®
President and Wealth Advisor,
Registered Representative
John C. Corso started in the financial planning industry in 2004. His passion is in working with families, individuals, and business owners to assist them in achieving what is most important to them. John joined PFG (Partners Financial Group) as his strategic partner of choice to provide superior service and advice to his clientele. John is affiliated with Vicus Capital, Inc., a federally Registered Investment Adviser, which provides access to resources and tools for comprehensive wealth management guidance and portfolio management to create a first-class experience for his clients.
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John established PFG Legacy Advisors, LLC in 2022 to further expand his vision of assisting his clients with enhancing their lives and leaving a lasting legacy.
Janae Corso
Client Service Associate
Janae has been a part of the PFG Legacy Advisors team since May 2023. In her role as Client Service Associate, she directly supports client engagement and servicing. Janae brings with her extensive experience in both the service industry and the healthcare industry. As a customer service administrator for a large, local sales company, she assisted clients with direct customer support. In her role as Office Manager for a local optometry office, she navigated the delicate balance between client needs and insurance claim processing. She is a native of central Pennsylvania, growing up in historic Boalsburg, PA. Her hobbies include volleyball, the beach, and spending time with family and friends.
Vicus Capital Back-Office Support
Kim Casner, ESQ.
General Counsel,
Registered Representative
Kim serves as General Counsel and Senior Vice President for Vicus Capital. In this capacity, she oversees all aspects of the firm’s compliance and legal departments. Kim is responsible for promoting and ensuring compliance with all federal and state financial laws and regulations. Additionally, she maintains oversight of all policies and procedures of the firm. The scope of her work extends beyond the firm, having served on the advisory board of Walnut Street Securities on behalf of financial advisors. Kim began her career as managing attorney for AHC, Inc. in Manassas, VA. She graduated from The Pennsylvania State University, receiving her Bachelor of Arts degree in Political Science and earned her Juris Doctor from the Widener University School of Law. She is admitted to the Commonwealth of Pennsylvania as an attorney at law. Kim holds FINRA registrations Series 4, 7, 24, 53, and 66.
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 suite. David is responsible for leading the 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. David holds a Bachelor of Business Administration in Risk Management as well as a Masters of Investment Management degree from Temple University. David is a Level III Candidate in the CFA Program and holds a FINRA Series 65 registration. David Rosenblatt is not affiliated or registered with Cetera Advisor Networks LLC. Any information provided by this individual is in no way related to Cetera Wealth Services, LLC or its registered representatives.
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. 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 in Personal Financial Planning with a minor in Accounting. Rob also holds FINRA Series 7 and 66 registrations. Rob Hinson is a Non-Producing Registered Representative with Cetera Wealth Services, LLC.
Amy Sanor, CFP®, CRPC®
Financial Planning Specialist
Amy assists in the creation and delivery of customized financial plans for our clients and assists with security, estate, and tax planning. Amy is a graduate of Youngstown State University where she double-majored in Finance and Accounting. She holds the Certified Financial Planner (CFP®) designation, the Chartered Retirement Planning Counselor (CRPC®) designations as well as Series 7, 63, and 66 registrations and PA Health and Life Insurance licenses. Amy is an avid traveler and has visted a multitude of countries and looks forward to visiting more. Amy Sanor is a Non-Producing Registered Representative with Cetera Wealth Services, LLC.