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. Abundance Wealth Counselors provides private wealth management in a family-office setting primarily for individuals and families with significant investible assets. The firm also serves businesses, retirement plans, and charitable organizations, coordinating investment management with tax, estate, and risk-management services, typically managing client accounts on a discretionary basis while offering access to 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 with Abundance Wealth Counselors, LLC and serves as a partner at both Investment Research Partners, LLC and Avail Investment Partners, LLC. Prior to these roles, he spent six years at Bucknell University and ARIS Wealth Services Inc. Abundance Wealth Counselors provides private wealth management in a family-office setting primarily for individuals and families with significant investible assets, while also serving businesses, retirement plans, estates, trusts, and charitable organizations. The firm delivers investment management through separately managed accounts that combine global equities, fixed income, mutual funds, and ETFs, supported by a multi-disciplinary investment committee and offers access to affiliated private funds on a non-discretionary basis.

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.

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 Sunderland is a CFA® charterholder with 17 years of experience in financial services. She is currently with Beacon Wealth Consultants, Inc., where she has worked since 2017. Her previous roles include positions at 21:5 Financial Network, Vicus Capital, Inc., and ARIS Wealth Services Inc. Beacon Wealth Consultants serves individuals, trusts, estates, charitable organizations, business entities, and plan sponsors with comprehensive wealth management, financial planning, and investment management services. The firm employs an internal investment committee to guide decisions and incorporates faith-based, Biblically Responsible Investment screening in its portfolios.

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.

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 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 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.

Martin Wildy is a CFA® charterholder and holds the Series 66 license, with 18 years of industry experience. He is currently with Abundance Wealth Counselors, LLC and has also worked at Avail Investment Partners, LLC, Investment Research Partners, Eventide Asset Management, ARIS Wealth Services Inc, and 1620 Investment Advisors, Inc. Wildy volunteers on the Finance and Investment Committee for ClearWater Conservancy, a local environmental nonprofit. Abundance Wealth Counselors provides private wealth management in a family-office setting primarily for individuals and families with significant investible assets, along with businesses, retirement plans, and charitable organizations. The firm offers discretionary investment management through separately managed accounts combined with access to private placements and pooled investment vehicles.

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 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.

Eric Dare is a CFP® professional with 23 years of experience in financial advisory. He is President and CEO of Vicus Capital, Inc. and PFG Inc., and holds leadership roles in multiple affiliated financial services firms. Outside of finance, Dare is involved in youth sports organizations in State College, PA, serving as president of a youth wrestling club and as a board member for youth football. Vicus Capital provides investment management and financial planning to individuals, businesses, trusts, and employee benefit plan sponsors. The firm offers a range of services including discretionary and non-discretionary portfolio management, access to third-party managers, and specialized retirement plan consulting with fiduciary support.

John Straub is a financial professional with 25 years of industry experience, currently affiliated with Vicus Capital, Inc. since 2018. He holds the Series 63 and Series 65 credentials and has worked previously with Cetera Wealth Services, PFG Wealth Planning, and ARIS Wealth Services. Straub operates at PFG Wealth Planning as a financial professional, providing financial services alongside his role at Vicus Capital. Vicus Capital, Inc. provides investment management and financial planning services to individuals, businesses, trusts, and employee benefit plans. The firm employs a range of strategies including fundamental and technical analysis, model portfolios, and fiduciary consulting, with an emphasis on retirement-plan support and access to third-party money managers.

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 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 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.