Preston Lee Sharp

Nicholas Phelps is a CFP® professional and the sole advisor at Phelps Financial Advisors in State College, PA, with 15 years of experience. He has solely operated his independent practice since 2011. Phelps Financial Advisors offers fee-only financial planning and investment advice to individuals, families, and small business owners. The firm emphasizes strategic asset allocation with a long-term, buy-and-hold approach, providing comprehensive planning services without discretionary portfolio management or asset-based fees.

Nyi Htoon is a CFA® charterholder and the sole advisor at Step Forward Financial in Lewistown, PA, with one year of experience at the firm and a decade of prior experience at Prudential Financial. He manages a family partnership that oversees investments for his and his siblings' families without compensation. Step Forward Financial provides financial planning and investment consultation services focused on advice rather than discretionary management, serving individuals and families with recommendations centered on low-cost index funds and ETFs. The firm’s approach involves a holistic assessment of clients’ financial situations and offers an hourly fee structure without asset-based or performance fees.

Judy Loy is a ChFC® credentialed financial advisor with Nestlerode & Loy, Inc. in State College, PA, bringing 33 years of industry experience. She has been with Nestlerode & Co., Inc. since 1992. Outside of her advisory role, Loy serves as a director for the University Park Plaza Corporation and is a board member of the Mutual Benefit Group Insurance P & C Board of Directors; she also chairs the Centre County Hospital Authority. Nestlerode & Loy provides discretionary portfolio management and financial planning services to individual and institutional clients, managing approximately $200 million in assets. The firm employs a “Pay Attention” approach that integrates daily price monitoring, technical analysis, and fundamental research, while customizing accounts to client constraints and offering ESG investment options.

Richard Defluri is a financial advisor with Abundance Wealth Counselors, LLC in State College, PA, holding 25 years of industry experience. He has been with Abundance Wealth Counselors since 2002. Outside of his advisory role, he manages Abundance Risk Management, LLC, which handles insurance-related product revenues, and serves as president of Thoroughbred Aviation, Ltd., a non-investment related enterprise. Abundance Wealth Counselors provides private wealth management in a family-office setting primarily for individuals and families with significant investible assets, as well as businesses, retirement plans, and charitable organizations. The firm integrates investment management with tax, estate, retirement, and risk management services, offering discretionary management through separately managed accounts and access to affiliated private funds.

Sean Walker is a financial advisor at Abundance Wealth Counselors, LLC, holding a Series 65 designation with five years of industry experience. Prior to joining Abundance Wealth Counselors in 2021, he worked at Hoffman Leakey Architects, SeaWalker Consulting, G.M. McCrossin, and Penn State University. Abundance Wealth Counselors provides private wealth management in a family-office setting primarily for individuals and families with significant investible assets. The firm offers coordinated services including investment management, tax, estate, and business planning, managing client accounts mainly on a discretionary basis while providing access to private placements and pooled investment vehicles.

Ann Mallison is a financial advisor with Abundance Wealth Counselors, LLC in State College, PA, with six years of industry experience. She has been with Abundance since 2019 and previously held multiple roles at The Pennsylvania State University. Abundance Wealth Counselors provides private wealth management primarily for individuals and families with significant investible assets, as well as businesses, retirement plans, estates, and trusts. The firm offers discretionary investment management coordinated with tax, estate, and risk-management services, utilizing a combination of global equities, fixed income, mutual funds, and ETFs through separately managed accounts and affiliated private funds.