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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.

Annuities Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Religious/faith focused
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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 two years of industry experience. He has been with Abundance Wealth Counselors since 2021, following his time at Pennsylvania State University. Abundance Wealth Counselors provides private wealth management in a family-office setting primarily for individuals and families with significant investible assets, also serving businesses, retirement plans, captive insurance companies, estates, trusts, and charitable organizations. The firm integrates investment management with tax, estate, asset protection, retirement, business planning, and risk management services, using a range of analytical approaches and managing client accounts on a discretionary basis.

Private / alternative investments Options & derivatives strategies ESG / Sustainable investing Trust structures (GRAT, IDGT, revocable) Business exit / sale strategy Founder/Business Owner Executive Established Professionals
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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.

General retirement planning General tax planning Cash flow / budgeting
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Brandon R

CFP®, Series 65

State College, PA

McClarren Financial Advisors

Brandon Redmond is a CFP® and holds a Series 65 license with nine years of industry experience. He has worked at McClarren Financial Advisors since 2016 and previously spent seven years at 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 primarily based on fundamental analysis, and it uses a fixed retainer fee structure rather than percentage-based fees.

General retirement planning General tax planning Cash flow / budgeting
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Martin W

CFA®, Series 66

State College, PA

Abundance Wealth Counselors, LLC

Martin Wildy is a CFA® charterholder with 18 years of industry experience. He is currently with Abundance Wealth Counselors, LLC, where he has worked since 2022, and holds additional roles at Avail Investment Partners, LLC and Investment Research Partners. Wildy participates as a volunteer on the Finance and Investment Committee for ClearWater Conservancy, a local environmental nonprofit. Abundance Wealth Counselors provides private wealth management primarily for high-net-worth individuals and families, coordinating investment management with other financial planning services. The firm manages discretionary accounts using a combination of global equities, fixed income, mutual funds, and ETFs, and also offers access to private placements and pooled investment vehicles through affiliated private funds.

Private / alternative investments Options & derivatives strategies ESG / Sustainable investing Trust structures (GRAT, IDGT, revocable) Business exit / sale strategy Founder/Business Owner Executive Established Professionals
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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.

General retirement planning College savings (529s, UTMA, etc.) Private / alternative investments Concentrated stock management Founder/Business Owner Executive
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Aaron K

CFP®

State College, PA

Abundance Wealth Counselors, LLC

Aaron Krasney is a CFP® professional with seven years of industry experience, currently serving as an advisor at Abundance Wealth Counselors, LLC. His prior roles include positions at Brookstone Capital Management, Taylor Securities Services, Inc., and Tobias Financial Advisor. 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, asset protection, and business planning services and offers access to private placements and pooled investment vehicles.

Private / alternative investments Options & derivatives strategies ESG / Sustainable investing Trust structures (GRAT, IDGT, revocable) Business exit / sale strategy Founder/Business Owner Executive Established Professionals
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Eric D

CFP®, Series 66

State College, PA

Vicus Capital, Inc.

Eric Dare is a CFP® professional with 23 years of industry experience, currently serving at Vicus Capital, Inc. He has held roles across multiple affiliated firms including PFG Wealth Advisors and Cetera. Outside of his advisory work, he is owner of a software development company and is involved in local youth sports organizations as president of a wrestling club and board member of a youth football association. Vicus Capital provides investment management and financial planning services to individuals, businesses, trusts, and employee benefit plan sponsors. The firm employs a combination of fundamental and technical analysis across various strategies and places particular emphasis on retirement-plan consulting and fiduciary services.

ESG / Sustainable investing Passive / index investing Tax-loss harvesting Private / alternative investments Religious/faith focused
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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.

ESG / Sustainable investing Passive / index investing Tax-loss harvesting Private / alternative investments Religious/faith focused
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Peter P

Series 66

Lewistown, PA

Creativeone Wealth, LLC

Peter Pecora is a financial advisor at CreativeOne Wealth, LLC with two years of industry experience. He holds a Series 66 designation and has worked at several firms, including MassMutual of Greater Philadelphia and The Prudential Insurance Company of America. In addition to his advisory role, he is also an insurance agent with Vantage Point Life. CreativeOne Wealth provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, charitable organizations, and other RIAs. The firm uses a combination of proprietary ETF-based models, third-party managers, and option strategies, supporting tailored assessments and regular portfolio rebalancing.

Active portfolio management ESG / Sustainable investing Concentrated stock management Options & derivatives strategies Private / alternative investments Executive Founder/Business Owner
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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.

ESG / Sustainable investing Passive / index investing Tax-loss harvesting Private / alternative investments Religious/faith focused
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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.

ESG / Sustainable investing Passive / index investing Tax-loss harvesting Private / alternative investments Religious/faith focused
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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.

ESG / Sustainable investing Passive / index investing Tax-loss harvesting Private / alternative investments Religious/faith focused
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Randy H

CFP®, Series 63, Series 65

State College, PA

Vicus Capital, Inc.

Randy Hoover is a CFP® professional affiliated with Vicus Capital, Inc. in State College, PA, with 44 years of industry experience. He has worked at Vicus Capital (formerly PFG Financial Advisors) since 2002 and Cetera Wealth Services since 2013. Outside of his advisory role, he owns a bookkeeping business and serves as president of PFG Wealth Planning Group, LLC. Vicus Capital serves a diverse client base including individuals, businesses, trusts, and retirement plan sponsors, offering investment management, financial planning, and retirement consulting. The firm employs a mix of fundamental and technical strategies and provides specialized ERISA fiduciary consulting alongside standard advisory services.

ESG / Sustainable investing Passive / index investing Tax-loss harvesting Private / alternative investments Religious/faith focused
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Jeffery C

Series 63, Series 65

State College, PA

Vicus Capital, Inc.

Jeffery Closz is a financial advisor with Vicus Capital, Inc. in State College, PA, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has been with Vicus Capital since 2013 and previously worked at Lincoln Investment. Outside of his advisory role, he serves as a football official for senior and junior high school games. Vicus Capital provides investment management and financial planning services to individuals, businesses, trusts, and employee benefit plan sponsors. The firm uses a combination of fundamental and technical analysis across various strategies and places particular emphasis on retirement-plan consulting and fiduciary services.

ESG / Sustainable investing Passive / index investing Tax-loss harvesting Private / alternative investments Religious/faith focused
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Brody M

Series 65

State College, PA

Vicus Capital, Inc.

Brody Mc Culley is a financial advisor at Vicus Capital, Inc. with a Series 65 credential and one year of industry experience. His prior positions include roles at First National Bank of PA and Your Financial Community of PA, as well as various non-financial work experience. Vicus Capital provides investment management and financial planning services to individuals, businesses, trusts, and employee benefit plan sponsors. The firm employs a mix of fundamental and technical analysis and offers a range of investment strategies, including ESG and faith-based allocations, retirement-plan consulting, and fiduciary services.

ESG / Sustainable investing Passive / index investing Tax-loss harvesting Private / alternative investments Religious/faith focused
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Jennifer N

Series 63, Series 66

State College, PA

Vicus Capital, Inc.

Jennifer Newman is a financial advisor with Vicus Capital, Inc. in State College, PA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has been with Vicus Capital since 2014 and concurrently affiliated with Cetera Wealth Services, LLC since 2013. Outside of her advisory role, Newman is the owner of Newman Retirement Planning LLC, an S corporation for tax purposes. Vicus Capital serves a diverse client base including individuals, businesses, trusts, charitable organizations, and retirement plan sponsors, offering investment management, financial planning, and retirement plan consulting. The firm employs a blend of fundamental and technical analysis across multiple strategies and provides specialized fiduciary consulting and plan-sponsor services alongside standard advisory offerings.

ESG / Sustainable investing Passive / index investing Tax-loss harvesting Private / alternative investments Religious/faith focused
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Glenn W

ChFC®, Series 63

State College, PA

Vicus Capital, Inc.

Glenn Williams is a financial advisor with Vicus Capital, Inc. in State College, PA, holding the ChFC® and Series 63 designations and bringing 51 years of industry experience. He has worked at Vicus Capital since 2015 and is concurrently involved with Glenn H Williams Financial Services, LLC. Williams also holds a role as an insurance agent selling life, health, disability, fixed annuities, and long-term care products. Vicus Capital provides investment management and financial planning services to individuals, businesses, trusts, and employee benefit plan sponsors. The firm employs a combination of fundamental and technical analysis across various strategies, including core-satellite, momentum, fixed income tacticals, ESG, and faith-based allocations, with a notable emphasis on retirement plan consulting and fiduciary services.

ESG / Sustainable investing Passive / index investing Tax-loss harvesting Private / alternative investments Religious/faith focused
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John C

CFP®, Series 66

State College, PA

Vicus Capital, Inc.

John Corso is a CFP® professional with 21 years of experience in the financial services industry. He is currently with Vicus Capital, Inc., where he has worked since 2006, and also leads PFG Legacy Advisors, LLC. His prior roles include positions at Cetera Wealth Services, LLC and Cetera Advisor Networks LLC. Vicus Capital serves a diverse client base including individuals, businesses, trusts, charitable organizations, and retirement plan sponsors, offering investment management, financial planning, and retirement plan consulting. The firm employs a combination of fundamental and technical analysis across multiple strategies and provides specialized fiduciary consulting and plan-sponsor services in addition to standard advisory offerings.

ESG / Sustainable investing Passive / index investing Tax-loss harvesting Private / alternative investments Religious/faith focused
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Jacqueline W

Series 65

State College, PA

Vicus Capital, Inc.

Jacqueline Wigfield is a financial advisor at Vicus Capital, Inc. in State College, PA, holding a Series 65 credential with five years of industry experience. She joined Vicus Capital in 2016 after working at JPMORGAN SECURITIES LLC for one year. Vicus Capital serves a diverse client base including individuals, businesses, trusts, charitable organizations, and retirement plan sponsors, offering investment management, financial planning, and retirement plan consulting. The firm employs a range of investment strategies combining fundamental and technical analysis and provides specialized services such as ERISA fiduciary consulting and fee-based annuity programs.

ESG / Sustainable investing Passive / index investing Tax-loss harvesting Private / alternative investments Religious/faith focused
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