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.

Mary Chuhinka Kurtz is a financial advisor with TLC Group Investment Advisors, LLC in State College, PA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. She has worked at Leigh Baldwin & Co., LLC and TLC Group Investment Advisors since 2006. Outside of advising, she is the sole owner of Leeward Wealth Inc., a fixed insurance and annuities business. TLC Group Investment Advisors provides investment management and consulting services to individuals, pension plans, trusts, charitable organizations, and businesses. The firm uses a combination of fundamental and technical analysis along with due diligence of third-party managers to manage client portfolios across various asset classes.

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.

John Arrington is a financial advisor with TLC Group Investment Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with TLC Group since 2017 and is also affiliated with Leigh Baldwin & Co., LLC. TLC Group Investment Advisors provides investment management and consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and business entities. The firm manages approximately $168 million across discretionary and non-discretionary accounts, implementing portfolios primarily through mutual funds, ETFs, equities, and fixed income with ongoing monitoring and regular reviews.

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.

Alexis Cunningham is a CFP® and holds a Series 65 license with five years of industry experience. She has worked at McClarren Financial Advisors since 2021 and has prior experience at Paris Companies and The Knee Center for Study of Occupational Regulation. McClarren Financial Advisors is a fee-only firm serving individuals and families, including high-net-worth clients, with a broad range of financial planning and investment advisory services. The firm emphasizes tax-aware, personalized asset allocation and uses a fixed retainer fee structure rather than percentage-of-assets fees.

Jennifer Anderson is a financial advisor at McClarren Financial Advisors in State College, PA, with 18 years at the firm and 11 years of industry experience. She holds a Series 65 designation. McClarren Financial Advisors is a fee-only firm serving individuals and families, including high-net-worth clients, offering comprehensive financial planning and investment advisory services. The firm emphasizes tax-aware, long-term investment strategies and integrates tax planning, estate review, insurance analysis, and retirement and small-business planning into its approach.

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.

Ruby Weidler is a CFP® with two years of experience, currently serving as a financial advisor at McClarren Financial Advisors. Her prior work includes roles in higher education and manufacturing. She assists with bookkeeping and administrative tasks for a family business on a limited basis. McClarren Financial Advisors is a fee-only firm in State College, PA, serving individuals and families, including high-net-worth clients, with holistic financial planning and investment advisory services. The firm emphasizes personalized, tax-aware asset allocations, uses a fixed retainer fee structure, and integrates tax planning and credential depth within its team.

Dina Roan is a financial advisor at McClarren Financial Advisors with one year of industry experience. She holds Series 65 and Series 63 registrations. Prior to joining McClarren Financial Advisors, she worked at Mariner Wealth Advisors and Johnson Brothers Accounting. McClarren Financial Advisors is a fee-only firm serving individuals and families, including high-net-worth clients, with comprehensive financial planning and investment advisory services. The firm offers personalized, tax-aware asset allocations and integrates tax planning with investment advice using a fixed retainer fee structure.

Joshua Purdy is a CFP® and Series 65-registered advisor with six years of industry experience. He has worked at McClarren Financial Advisors since 2019 and previously was with State Farm from 2017 to 2019. Prior to his financial career, he served six years in the Pennsylvania Army National Guard. McClarren Financial Advisors is a fee-only firm serving individuals and families, including high-net-worth clients, offering comprehensive financial planning and investment advisory services. The firm uses a fixed retainer fee structure and emphasizes tax-aware, fundamental analysis-driven investment strategies across personalized portfolios.

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.

Michael Sunderland is a financial advisor at Beacon Wealth Consultants, Inc. with eight years of industry experience. He holds a Series 65 designation and has worked at Beacon since 2017, following a year at 21:5 Financial Network. Beacon Wealth Consultants serves individuals, trusts, estates, charitable organizations, business entities, and plan sponsors with comprehensive wealth management, financial planning, investment management, estate administration, and retirement plan consulting. The firm employs a structured discovery process and an internal investment committee to tailor client strategies and emphasizes faith-based, Biblically Responsible Investment screening on a best-efforts basis.

Gregory Reeder is a CFP® and holds a Series 65 license with 12 years of industry experience. He has been with McClarren Financial Advisors since 2015. McClarren Financial Advisors is a fee-only firm serving individuals and families, including high-net-worth clients, with comprehensive financial planning and investment advisory services. The firm employs a personalized, tax-aware approach to asset allocation and offers integrated tax and financial planning without charging percentage-of-assets-under-management fees.

Geoffrey Caber is a financial advisor at Abundance Wealth Counselors, LLC with 30 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Purshe Kaplan Sterling Investments and Compass Investments, among others. Abundance Wealth Counselors provides private wealth management primarily for individuals and families with significant investible assets, as well as businesses, retirement plans, estates, trusts, and charitable organizations. The firm integrates investment management with tax, estate, business, and risk-management planning, utilizing a combination of separately managed accounts, private placements, and pooled investment vehicles.

John Schaffer is a financial advisor at Abundance Wealth Counselors, LLC with 11 years of industry experience. He has been with Abundance Wealth Counselors since 2013. Outside of his advisory role, Schaffer is a managing member of Antifragile Brewing Company, where he oversees financial and business strategy, and also manages Centre Renovations, LLC, a real estate business focused on investment property transactions and management. Abundance Wealth Counselors provides private wealth management in a family-office setting for individuals, families, and various entities. The firm integrates investment management with tax, estate, retirement, and risk management services, offering discretionary account management and access to private placements and pooled investment vehicles.

Derek Varner is a CFA® charterholder and holds a Series 65 license, with 11 years of experience in the financial industry. He is currently a partner at Investment Research Partners, LLC and Avail Investment Partners, LLC, and has been with Abundance Wealth Counselors, LLC since 2022. Prior to this, he worked at Bucknell University and ARIS Wealth Services Inc. Abundance Wealth Counselors, LLC provides private wealth management 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, and business planning, offering separately managed accounts and access to private funds through an investment approach that combines fundamental and technical analysis.

Matthew Mc Gloin is a financial advisor at Abundance Wealth Counselors, LLC with a Series 65 designation and one year of industry experience. Prior to his current role, he worked in broadcasting for Penn State Football Radio, Sirius XM, and the Big Ten Network, and spent seven years in the National Football League. He serves as a board member of the Penn State Board of Trustees and is founder and president of the Matt McGloin Foundation. Abundance Wealth Counselors provides private wealth management in a family-office setting, serving individuals, families, businesses, retirement plans, estates, trusts, and charitable organizations. The firm offers discretionary investment management aligned with diversified allocation models and sponsors private funds focused on income generation and infrastructure investments.

Jamie Felker is a financial advisor with Abundance Wealth Counselors, LLC in State College, PA. He holds 14 years of industry experience and has been with Abundance Wealth Counselors since 2005. Abundance Wealth Counselors provides private wealth management primarily for individuals and families with significant investible assets, as well as businesses, retirement plans, captive insurance companies, estates, trusts, and charitable organizations. The firm combines investment management with tax, estate, asset protection, retirement, business planning, and risk-management services, offering discretionary investment accounts alongside access to private placements and pooled investment vehicles.

Aaron Huey is a financial advisor at Abundance Wealth Counselors, LLC in State College, PA. He holds a Series 65 designation and has been with the firm since 2015. Huey is part of a 12-advisor team at Abundance Wealth Counselors. Abundance Wealth Counselors provides private wealth management primarily for high-net-worth individuals and families, as well as businesses, retirement plans, captive insurance companies, estates, trusts, and charitable organizations. The firm offers a family-office approach that integrates investment management with comprehensive financial planning and uses a combination of global equities, fixed income, mutual funds, and ETFs within discretionary separate accounts.