Advisors at this firm
Sean W
Series 65
State College, PA
Abundance Wealth Counselors, LLC
Sean Walker is a Series 65-licensed financial advisor at Abundance Wealth Counselors, LLC with four years of industry experience. Prior to joining Abundance in 2021, he held positions at Hoffman Leakey Architects, SeaWalker Consulting, G.M. McCrossin, and Penn State University. Abundance Wealth Counselors offers private wealth management in a family office setting to individuals and families with significant investible assets, as well as advising retirement plans, businesses, estates, trusts, and certain charitable organizations. The firm employs a globally diversified investment approach using equities, fixed income, mutual funds, ETFs, and hedging strategies, supported by external research and an investment committee.
Geoffrey C
Series 63, Series 65
State College, PA
Abundance Wealth Counselors, LLC
Geoffrey Caber is a financial advisor with Abundance Wealth Counselors, LLC, holding the Series 63 and Series 65 designations and bringing 30 years of industry experience. His career includes roles at Avail Investment Partners, Investment Research Partners, Compass Investments, Purshe Kaplan Sterling Investments, and Abundance Wealth. Abundance Wealth Counselors provides private wealth management and coordinated advisory services primarily to high-net-worth individuals and families, as well as retirement plans, businesses, estates, trusts, and charitable organizations. The firm employs a globally diversified investment approach supported by external research and an investment committee, offering services such as estate administration, private banking, and access to private investment opportunities.
Derek V
CFA®, Series 65
State College, PA
Abundance Wealth Counselors, LLC
Derek Varner is a CFA® charterholder and holds a Series 65 license with 10 years of industry experience. He is currently a partner at Avail Investment Partners, LLC and Investment Research Partners, LLC. Prior to his advisory roles, he spent six years at Bucknell University. Avail Investment Partners is a team-based firm comprising six advisors that provides investment advisory services.
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.
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.
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.
Martin W
CFA®, Series 66
State College, PA
Abundance Wealth Counselors, LLC
Martin Wildy is a CFA® charterholder with 17 years of industry experience. He is a financial advisor at Abundance Wealth Counselors, LLC and has held roles at Avail Investment Partners, LLC, Investment Research Partners, LLC, and Eventide Asset Management. Wildy participates in consulting related to the CFA examination process and serves on the Finance and Investment Committee of ClearWater Conservancy, a local environmental nonprofit. 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 various asset classes and employs an investment committee and external research to support portfolio decisions, while also serving as a private fund adviser and sponsor.
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, Inc., Tobias Financial Advisor, and Guidepoint. Abundance Wealth Counselors provides private wealth management in a family office setting to high-net-worth individuals and families, as well as retirement plans, businesses, estates, trusts, and certain charitable organizations. The firm employs a globally diversified investment approach combining equities, fixed income, mutual funds, ETFs, and hedging strategies, supported by an investment committee and external research.