Abundance Wealth Counselors, LLC

Richard Defluri is a financial advisor with Abundance Wealth Counselors, LLC in State College, PA, holding 24 years of industry experience. He has been with Abundance Wealth Counselors since 2002. Outside of his advisory role, he is the managing member of Abundance Risk Management, LLC, which distributes revenues from various insurance-related products, and he is president of Thoroughbred Aviation, Ltd., a non-investment business. Abundance Wealth Counselors provides private wealth management and advisory services to individuals, families, retirement plans, businesses, estates, trusts, and charitable organizations. The firm emphasizes globally diversified portfolios with a mix of equities, fixed income, mutual funds, ETFs, and hedging strategies, supported by external research and an investment committee, and offers both discretionary and non-discretionary investment management.

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.

Ann Mallison is a financial advisor at Abundance Wealth Counselors, LLC with six years of industry experience. She has been with Abundance Wealth Counselors since 2019 and previously held multiple positions at The 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 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 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. He currently serves at Abundance Wealth Counselors and is also affiliated with Avail Investment Partners and Investment Research Partners. 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 employs a globally diversified investment approach and offers coordinated services including estate and trust administration, private banking, and access to private investment opportunities.

John Schaffer is a financial advisor with Abundance Wealth Counselors, LLC in State College, PA, holding 11 years of industry experience. He has been with Abundance Wealth Counselors since 2013. Outside of advising, Schaffer is a managing member of Antifragile Brewing Company, where he oversees financial and business strategy. Abundance Wealth Counselors provides private wealth management and related services to individuals, families, retirement plans, businesses, and charitable organizations. The firm focuses on globally diversified portfolios, combining multiple investment types and research-supported strategies, and also acts as a private fund adviser and sponsor.

Derek Varner is a CFA® charterholder with 11 years of experience in the financial industry. He is currently a partner at Abundance Wealth Counselors, LLC and also holds partner positions at Avail Investment Partners, LLC and Investment Research Partners, LLC. Prior to his advisory roles, he spent six years at Bucknell University. Abundance Wealth Counselors, LLC provides private wealth management services primarily to individuals and families with significant investible assets, as well as to retirement plans, businesses, estates, trusts, and charitable organizations. The firm employs a globally diversified investment approach, utilizing individual equities, fixed income, mutual funds, ETFs, and hedging strategies, supported by external research and an investment committee.

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.

Jamie Felker is a financial advisor at Abundance Wealth Counselors, LLC with 14 years of industry experience. He has been with the firm since 2005. 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 using various asset classes and employs an investment committee and external research to support portfolio decisions.

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 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 Wildy is a CFA® charterholder with 17 years of industry experience, currently serving as an advisor at Abundance Wealth Counselors, LLC. His prior roles include positions at Eventide Asset Management and leadership with Avail Investment Partners, LLC and Investment Research Partners. He participates on the Finance and Investment Committee for ClearWater Conservancy, a local environmental nonprofit. Abundance Wealth Counselors provides private wealth management within a family office setting to individuals, families, retirement plans, businesses, estates, trusts, and charitable organizations. The firm constructs globally diversified portfolios using various investment vehicles and employs a combination of fundamental, technical, cyclical, and fund analysis to guide portfolio decisions, offering both discretionary and non-discretionary services.

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, and Tobias Financial Advisor. He also worked for Rapoport's Restaurant Group from 2016 to 2019. Abundance Wealth Counselors provides private wealth management and comprehensive advisory services to individuals, families, retirement plans, businesses, estates, trusts, and charitable organizations. The firm utilizes globally diversified portfolios with a range of investment vehicles and combines fundamental, technical, and cyclical analysis to inform its management approach.