McClarren Financial Advisors

Alexis Cunningham is a CFP® and holds a Series 65 license with five years of industry experience. She has worked at McClarren Financial Advisors since 2021 and has prior experience at Paris Companies and The Knee Center for Study of Occupational Regulation. McClarren Financial Advisors is a fee-only firm serving individuals and families, including high-net-worth clients, with a broad range of financial planning and investment advisory services. The firm emphasizes tax-aware, personalized asset allocation and uses a fixed retainer fee structure rather than percentage-of-assets fees.

Jennifer Anderson is a financial advisor at McClarren Financial Advisors in State College, PA, with 18 years at the firm and 11 years of industry experience. She holds a Series 65 designation. McClarren Financial Advisors is a fee-only firm serving individuals and families, including high-net-worth clients, offering comprehensive financial planning and investment advisory services. The firm emphasizes tax-aware, long-term investment strategies and integrates tax planning, estate review, insurance analysis, and retirement and small-business planning into its approach.

Ruby Weidler is a CFP® with two years of experience, currently serving as a financial advisor at McClarren Financial Advisors. Her prior work includes roles in higher education and manufacturing. She assists with bookkeeping and administrative tasks for a family business on a limited basis. McClarren Financial Advisors is a fee-only firm in State College, PA, serving individuals and families, including high-net-worth clients, with holistic financial planning and investment advisory services. The firm emphasizes personalized, tax-aware asset allocations, uses a fixed retainer fee structure, and integrates tax planning and credential depth within its team.

Dina Roan is a financial advisor at McClarren Financial Advisors in State College, PA, holding the Series 63 and Series 65 designations with a total of eight years in the financial industry. Her prior experience includes six years at Mariner Wealth Advisors and a year at Johnson Brothers Accounting. McClarren Financial Advisors serves individuals and families, including high-net-worth clients, offering holistic financial planning and investment advisory services with an emphasis on tax-aware, personalized asset allocation. The firm uses a fixed retainer fee structure and integrates tax planning and financial advice through a team with extensive credentials.

Joshua Purdy is a CFP® and Series 65-registered advisor with six years of industry experience. He has worked at McClarren Financial Advisors since 2019 and previously was with State Farm from 2017 to 2019. Prior to his financial career, he served six years in the Pennsylvania Army National Guard. McClarren Financial Advisors is a fee-only firm serving individuals and families, including high-net-worth clients, offering comprehensive financial planning and investment advisory services. The firm uses a fixed retainer fee structure and emphasizes tax-aware, fundamental analysis-driven investment strategies across personalized portfolios.

Gregory Reeder is a CFP® and holds a Series 65 license with 12 years of industry experience. He has been with McClarren Financial Advisors since 2015. 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 employs a personalized, tax-aware approach to asset allocation and offers integrated tax and financial planning without charging percentage-of-assets-under-management fees.

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.

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.