Large-firm, general estate planning guidance financial advisors in State College, PA

Donald Calcagni is a CFP® professional with 21 years of industry experience, currently serving at Mercer Global Advisors Inc. since 2015. He is a member of the Advisory Council for CAIS Capital LLC, providing guidance on product design and development, and chairs the Finance Committee for the Lock Haven University Foundation, advising on its finances and investment portfolio. Mercer Global Advisors offers investment advisory and planning services to individuals, families, business owners, and nonprofit organizations, employing a globally diversified, risk-appropriate investment approach grounded in Modern Portfolio Theory. The firm provides a range of portfolio management and planning services, supported by various implementation options and a public content program including podcasts and market commentary.

Matthew Gaul is a financial advisor at Edward Jones in State College, PA, holding CFP® and ChFC® designations with 21 years of industry experience. He previously worked at MML Investors Services Inc and MassMutual from 2008 to 2016 before joining Edward Jones in 2016. Outside of his advisory role, Gaul is involved in local fitness businesses, co-owning Crossfit Lionheart and owning Blue/White Strength, both gyms in State College. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Alexander Fratti is a CFA charterholder and principal of Fratti Investment Management in State College, PA, with four years of industry experience. He has held roles at firms including RKL, Boyer & Ritter, Alvarez & Marsal, VRC, and Wells Fargo Clearing. In addition to his advisory work, he provides management consulting services to private businesses through a separate consulting activity. Fratti Investment Management offers discretionary investment supervisory services to private accounts such as individuals, high-net-worth clients, trusts, estates, charitable organizations, banks, and small businesses. The firm employs a bottom-up, fundamentals-driven investment approach focused on U.S. exchange-listed equities, emphasizing a contrarian, concentrated core strategy with an emphasis on small- and micro-cap securities.

Douglas Garban is a financial advisor with SPC in State College, PA, holding Series 63 and Series 65 licenses and 25 years of industry experience. His career includes roles at Bank of America and Merrill, and he has been with Sigma Planning Corporation and related entities since 2018. Garban is also a licensed insurance agent. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporations. The firm supports a large advisory network and delivers tailored, discretionary advice through various account programs.

Lisa Weaver is the sole advisor at World Capital Advisors, LLC, an independent firm based in State College, PA. She holds 14 years of industry experience and has been affiliated with Fleck & Associates since 2001. In addition to her advisory role, she is co-owner of Lifestyle Retirement Company, which provides third-party administration services to qualified employer retirement benefit plans. World Capital Advisors offers investment advice, asset management, and fee-based financial planning to individuals, trusts, estates, retirement accounts, qualified pension and profit plans, and business entities. The firm utilizes third-party managers and advisory programs, conducting annual reviews and employing a combination of fundamental, technical, and charting analyses.

Scott Mahoney is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. Outside of his advisory work, he is involved with Giants Foot Cubed LLC. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services supported by structured planning tools and broad investment resources.

Kayla Santos is a financial advisor with Mass Mutual Investors Services in Warwick, RI, holding Series 63 and Series 65 licenses and having 10 years of industry experience. She has worked at Mass Mutual Investors Services since 2017 and previously at MetLife Securities. In addition to her advisory role, Santos is an independent insurance agent, offering life, fixed annuities, disability, long-term care, and health insurance products. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, wrap and money-manager programs, and educational seminars, structuring engagements as annual collaborative relationships focused on goal analysis and written recommendations.

Gordon Brown III is a financial advisor at Edward Jones with 18 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment options, operating under a fiduciary standard.

William Soltow is a financial advisor at Smith & Wyatt with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at CoreCap Advisors, LLC. Outside of advising, he is the founder of Frontier Wealth Management and serves as an independent insurance agent with Goosehead Insurance. Smith & Wyatt serves individuals, including high-net-worth clients, and corporations, managing approximately $207 million across 724 clients. The firm provides tailored financial planning, discretionary portfolio management, estate-planning consulting, and specialized educational programs, utilizing mutual funds and ETFs as primary investment vehicles.

Thaddeus Phelps is a CFP® professional with 28 years of experience in the financial services industry. He has worked at Advance Wealth Management Service, LLC since 2019 and previously spent 14 years with Ameriprise Financial Services, Inc. In addition to his advisory work, Phelps owns a tax preparation business and an accounting support service, and he serves in fiduciary roles such as trustee and executor. Advance Wealth Management Service, LLC provides investment advisory and financial planning services primarily to individuals, high-net-worth clients, trusts, estates, and business entities. The firm offers discretionary investment management through a wrap asset management program and emphasizes an individualized approach with asset allocation supported by fundamental, sector, and technical analysis, including risk management strategies such as put options and conservative cash instruments.

Jeffrey Park is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill and affiliated firms since 2011, including roles at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of his advisory work, he is a sole owner and co-owner of family rental properties in Lawrenceville, Georgia. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors.

Scott Mahoney is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. Outside of his advisory work, he is involved with Giants Foot Cubed LLC. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services supported by structured planning tools and broad investment resources.

Elizabeth Brown is a Series 66 licensed financial advisor with J.P. Morgan Securities in New York, NY, where she has worked since 2012. She has 26 years of industry experience. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Wesley Pool is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at JPMorgan Securities LLC for seven years. Outside of finance, he has been involved with #TagMeBro LLC and Fry Street Public House. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Willie Myles is a financial advisor with Equitable Advisors in Cary, NC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at Equitable Advisors since 2016, previously serving at Axa Advisors and MSI Financial Services. Outside of advising, he is a co-chairman of a fundraising campaign for Alpha Light Fund Inc., a nonprofit focused on renovating the House of Alpha. Equitable Advisors serves a range of clients including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of representatives and third-party managers. The firm offers various investment vehicles and ERISA fiduciary services, relying on third-party program sponsors and an affiliation with a publicly traded parent company.