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200 advisors near
16851
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Geoffrey C
Series 63, Series 65
State College, PA
Abundance Wealth Counselors, LLC
Geoffrey Caber is a financial advisor at Abundance Wealth Counselors, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Purshe Kaplan Sterling Investments and Compass Investments, LLC. He currently serves at Abundance Wealth Counselors and is also affiliated with Avail Investment Partners and Investment Research Partners. Abundance Wealth Counselors provides private wealth management in a family office setting to individuals and families with significant investible assets, as well as retirement plans, businesses, estates, trusts, and charitable organizations. The firm employs a globally diversified investment approach and offers coordinated services including estate and trust administration, private banking, and access to private investment opportunities.
John S
State College, PA
Abundance Wealth Counselors, LLC
John Schaffer is a financial advisor with Abundance Wealth Counselors, LLC in State College, PA, holding 11 years of industry experience. He has been with Abundance Wealth Counselors since 2013. Outside of advising, Schaffer is a managing member of Antifragile Brewing Company, where he oversees financial and business strategy. Abundance Wealth Counselors provides private wealth management and related services to individuals, families, retirement plans, businesses, and charitable organizations. The firm focuses on globally diversified portfolios, combining multiple investment types and research-supported strategies, and also acts as a private fund adviser and sponsor.
Derek V
CFA®, Series 65
State College, PA
Abundance Wealth Counselors, LLC
Derek Varner is a CFA® charterholder with 11 years of experience in the financial industry. He is currently a partner at Abundance Wealth Counselors, LLC and also holds partner positions at Avail Investment Partners, LLC and Investment Research Partners, LLC. Prior to his advisory roles, he spent six years at Bucknell University. Abundance Wealth Counselors, LLC provides private wealth management services primarily to individuals and families with significant investible assets, as well as to retirement plans, businesses, estates, trusts, and charitable organizations. The firm employs a globally diversified investment approach, utilizing individual equities, fixed income, mutual funds, ETFs, and hedging strategies, supported by external research and an investment committee.
Matthew M
Series 65
State College, PA
Abundance Wealth Counselors, LLC
Matthew Mc Gloin is a financial advisor with Abundance Wealth Counselors, LLC in State College, PA. He holds a Series 65 designation and has been with Abundance Wealth Counselors since 2025. Prior to his financial advisory career, he spent several years in professional football with the National Football League and worked in broadcasting for Penn State Football Radio, Sirius XM, and the Big Ten Network. Outside of his advisory role, Mc Gloin is a realtor with Lewith & Freeman Real Estate, founder and president of the Matt McGloin Foundation, and serves on the Penn State Board of Trustees. Abundance Wealth Counselors provides private wealth management to individuals and families with significant investible assets, as well as retirement plans, businesses, estates, trusts, and charitable organizations. The firm constructs globally diversified portfolios using a variety of asset classes and offers ancillary services including estate and trust administration, private banking, and access to private investment offerings.
Jamie F
State College, PA
Abundance Wealth Counselors, LLC
Jamie Felker is a financial advisor at Abundance Wealth Counselors, LLC with 14 years of industry experience. He has been with the firm since 2005. Abundance Wealth Counselors provides private wealth management in a family office setting to individuals and families with significant investible assets, as well as retirement plans, businesses, estates, trusts, and certain charitable organizations. The firm constructs globally diversified portfolios using various asset classes and employs an investment committee and external research to support portfolio decisions.
Aaron H
Series 65
State College, PA
Abundance Wealth Counselors, LLC
Aaron Huey is a Series 65-licensed advisor with Abundance Wealth Counselors, LLC in State College, PA. He has been with the firm since 2015. Abundance Wealth Counselors provides private wealth management in a family office setting to individuals and families with significant investible assets, as well as retirement plans, businesses, estates, trusts, and certain charitable organizations. The firm constructs globally diversified portfolios and offers coordinated services including estate and trust administration, private banking, and access to private investment opportunities.
Cameron S
Series 65
State College, PA
Beacon Wealth Consultants, Inc.
Cameron Smith is a Series 65-registered financial advisor with Beacon Wealth Consultants, Inc., where he has worked for one year. He has ten years of experience as part of the Reformed University Fellowship and currently serves as a part-time pastor at Oakwood Presbyterian Church. Beacon Wealth Consultants serves individuals, trusts, estates, charitable organizations, business entities, and plan sponsors with comprehensive wealth management, financial planning, investment management, and retirement plan consulting. The firm employs a structured discovery process and an internal investment committee to tailor client strategies, with an emphasis on faith-based, Biblically Responsible Investment screening.
Hillary S
CFA®, Series 65, Series 63
Lemont, PA
Beacon Wealth Consultants, Inc.
Hillary Sunderland is a CFA® charterholder with Series 65 and Series 63 licenses and has 17 years of experience in the financial industry. She has been with Beacon Wealth Consultants, Inc. since 2017 and previously worked 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 uses an internal investment committee and a structured process to tailor client strategies and emphasizes faith-based, Biblically Responsible Investment screening on a best-efforts basis.
Toner C
Series 65
State College, PA
Abundance Wealth Counselors, LLC
Toner Corl is a financial advisor at Abundance Wealth Counselors, LLC in State College, PA, holding a Series 65 designation with one year of industry experience. He has been with Abundance Wealth Counselors since 2021 and previously attended Pennsylvania State University. Abundance Wealth Counselors provides private wealth management in a family office setting to individuals and families with significant investible assets, as well as retirement plans, businesses, estates, trusts, and charitable organizations. The firm constructs globally diversified portfolios using a mix of individual equities, fixed income, mutual funds, ETFs, and hedging strategies, supported by external research and an investment committee.
Kyle Z
Series 65
State College, PA
McClarren Financial Advisors
Kyle Zentner is a financial advisor at McClarren Financial Advisors in State College, PA, holding a Series 65 designation. He joined McClarren Financial Advisors in 2025 and has previous experience at Johnson Brothers Accounting and Monterey Bay Analytical Services. Prior to his advisory career, he worked in the winery industry. 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 emphasizes tax-aware, personalized asset allocations primarily based on fundamental analysis and manages client accounts on a discretionary basis.
Carl K
Series 65
State College, PA
Black Knight Wealth Management, LLC
Carl Kielbasa is a financial advisor at Black Knight Wealth Management, LLC with four years of industry experience. He holds a Series 65 designation and has previously worked at Bartell and Bartell, Edmentum, and Herff Jones Company. Outside of advising, Carl works as an education curriculum consultant. Black Knight Wealth Management serves individual and high-net-worth clients with portfolio management, financial planning, and coordination with other professional advisors. The firm uses a combination of fundamental, quantitative, and technical analysis alongside modern portfolio theory to manage customized investment portfolios.
Brandon R
CFP®, Series 65
State College, PA
McClarren Financial Advisors
Brandon Redmond is a CFP® and Series 65-licensed financial advisor with nine years of industry experience. He has worked at McClarren Financial Advisors since 2016 and previously held positions at Rex Energy Corporation and The Pennsylvania State University. 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 emphasizes personalized, tax-aware asset allocations managed primarily on a discretionary basis and follows a fixed retainer fee structure rather than percentage-based fees.
Martin W
CFA®, Series 66
State College, PA
Abundance Wealth Counselors, LLC
Martin Wildy is a CFA® charterholder with 17 years of industry experience, currently serving as an advisor at Abundance Wealth Counselors, LLC. His prior roles include positions at Eventide Asset Management and leadership with Avail Investment Partners, LLC and Investment Research Partners. He participates on the Finance and Investment Committee for ClearWater Conservancy, a local environmental nonprofit. Abundance Wealth Counselors provides private wealth management within a family office setting to individuals, families, retirement plans, businesses, estates, trusts, and charitable organizations. The firm constructs globally diversified portfolios using various investment vehicles and employs a combination of fundamental, technical, cyclical, and fund analysis to guide portfolio decisions, offering both discretionary and non-discretionary services.
Brett G
Series 63, Series 65
Lemont, PA
Avail Investment Partners, LLC
Brett Greenfield is a financial advisor with Avail Investment Partners, LLC, holding Series 63 and Series 65 designations and possessing 16 years of industry experience. He has worked at Avail Investment Partners since 2021 and is also a partner at Investment Research Partners, LLC. Prior to these roles, he was with Assetmark, Inc. from 2015 to 2019. Avail Investment Partners provides investment management and financial planning services to individuals, families, trusts, charitable organizations, foundations, businesses, and pension plans. The firm employs a predominantly top-down, evidence-based investment approach and allocates across a variety of strategies, including alternative vehicles and affiliated funds, while managing potential conflicts of interest through formal disclosures and ethical guidelines.
Aaron K
CFP®
State College, PA
Abundance Wealth Counselors, LLC
Aaron Krasney is a CFP® professional with six years of industry experience, currently serving at Abundance Wealth Counselors, LLC since 2020. His prior roles include positions at Brookstone Capital Management, Taylor Securities Services, and Tobias Financial Advisor. He also worked for Rapoport's Restaurant Group from 2016 to 2019. Abundance Wealth Counselors provides private wealth management and comprehensive advisory services to individuals, families, retirement plans, businesses, estates, trusts, and charitable organizations. The firm utilizes globally diversified portfolios with a range of investment vehicles and combines fundamental, technical, and cyclical analysis to inform its management approach.
Eric D
CFP®, Series 66
State College, PA
Vicus Capital, Inc.
Eric Dare is a CFP® with 22 years of industry experience, currently serving at Vicus Capital, Inc. He has held various roles across financial services firms including Cetera and PFG Wealth Advisors. Outside of his advisory work, he is the owner of a software development company and is involved in local youth sports organizations as president of the State College Youth Wrestling club and a board member of State College Youth Football. Vicus Capital provides investment management and financial planning to individuals, businesses, trusts, and employee benefit plan sponsors. The firm utilizes a range of investment strategies and emphasizes retirement-plan consulting and fiduciary services, offering both discretionary and non-discretionary advisory solutions.
John S
Series 65, Series 63
State College, PA
Vicus Capital, Inc.
John Straub is a financial professional with 25 years of industry experience. He is affiliated with Vicus Capital, Inc. and holds Series 65 and Series 63 licenses. His prior experience includes roles at Cetera Wealth Services, LLC and PFG Wealth Planning, where he continues to serve as a financial professional. Vicus Capital offers investment management and financial planning services to individuals, businesses, trusts, and employee benefit plan sponsors. The firm utilizes a combination of fundamental and technical analysis across various model and separately managed strategies, with a particular focus on retirement-plan consulting and fiduciary services.
Benjamin P
Series 63, Series 66
State College, PA
Vicus Capital, Inc.
Benjamin Payne is a financial advisor with Vicus Capital, Inc. in State College, PA, holding Series 63 and Series 66 licenses and having 20 years of industry experience. He has worked at firms including E*Trade Securities LLC and PFG, and he serves as a trustee for Quissana Trust. He is also a co-owner of Saint Millie, LLC, where he manages LLC activities. Vicus Capital provides investment management and financial planning to individuals, businesses, trusts, and employee benefit plan sponsors, offering discretionary and non-discretionary services. The firm utilizes a combination of fundamental and technical analysis across various investment strategies and places particular emphasis on retirement plan consulting and fiduciary services.
Cy T
Series 65
State College, PA
Vicus Capital, Inc.
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 Y
Series 65
State College, PA
Vicus Capital, Inc.
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.
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200 advisors near
16851
within the area shown on the map
Out of 400,000+ nationwide