McClarren Financial Advisors

Alexis Cunningham is a CFP® professional with four years of experience in the financial services industry. She has worked at McClarren Financial Advisors since 2021 and previously held positions at Paris Companies, The Knee Center for Study of Occupational Regulation, CNB Bank, and DeLullo Trucking Corp. 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 constructs personalized, tax-aware portfolios using fundamental analysis and manages accounts on a discretionary basis without charging 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 with Series 63 and Series 65 credentials and one year of industry experience. She previously worked at Mariner Wealth Advisors from 2017 to 2023 and has a background that includes accounting and a career break to focus on family. McClarren Financial Advisors is a fee-only firm serving individuals and families, including high-net-worth clients, through comprehensive financial planning and investment advisory services. The firm employs a fixed retainer fee structure and emphasizes personalized, tax-aware asset allocations managed on a discretionary basis.

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 Series 65-licensed financial advisor with 11 years of industry experience. He has been with McClarren Financial Advisors since 2015, working within an eight-advisor team based in State College, PA. 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 fixed retainer fee structure and focuses on tax-aware, personalized asset allocations that combine fundamental analysis with technical methods.

Kyle Zentner is a financial advisor at McClarren Financial Advisors with a Series 65 designation and one year of experience at the firm. His background includes roles in accounting and analytical services, as well as several years working in the wine industry. McClarren Financial Advisors is a fee-only firm serving individuals and families, including high-net-worth clients, with holistic financial planning and investment advisory services. The firm emphasizes tax-aware, personalized asset allocations guided by fundamental analysis and offers integrated tax and financial planning alongside investment advice.

Brandon Redmond is a CFP® and Series 65-licensed financial advisor with nine years of industry experience. He has worked at McClarren Financial Advisors since 2016 and previously held positions at Rex Energy Corporation and 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 managed primarily on a discretionary basis and follows a fixed retainer fee structure rather than percentage-based fees.