Abundance Wealth Counselors, LLC

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.

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.

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.

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.

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.

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.

Aaron Krasney is a CFP® professional with seven years of industry experience. He is currently with Abundance Wealth Counselors, LLC, where he has worked since 2020. Prior to that, he held roles at Brookstone Capital Management, Taylor Securities Services, Inc., Tobias Financial Advisor, and Rapoport's Restaurant Group. Abundance Wealth Counselors provides private wealth management primarily to 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, and business planning services, managing client accounts mainly on a discretionary basis while offering access to private placements and pooled investment vehicles.