Alexander Fratti is the founder and sole advisor of Fratti Investment Management, holding the CFA® designation along with Series 63 and 65 licenses. He has three years of industry experience with prior roles at RKL, Boyer & Ritter, Alvarez & Marsal, VRC, and Wells Fargo. Outside of investment management, Fratti provides management consulting services to private businesses through a separate consulting practice. Fratti Investment Management offers investment supervisory services primarily through separately managed private accounts. The firm employs a bottom-up fundamental research approach focused on concentrated equity positions, including small- and micro-cap securities, targeting investments with potential to appreciate approximately 100% over three to five years.

Nicholas Phelps is a CFP®-certified financial advisor at Phelps Financial Advisors with 15 years of industry experience. He has operated his independent advisory firm since 2011, serving clients from State College, PA. Phelps Financial Advisors provides comprehensive, fee-only financial planning to individuals and families, including high-net-worth clients and small business owners. The firm emphasizes fundamental analysis and strategic asset allocation with a long-term, buy-and-hold approach, focusing on low-cost mutual funds and ETFs, and uses an hourly, fixed-fee, or retainer billing model without asset-based fees or commissions.

Mary Chuhinka Kurtz is a financial advisor with TLC Group Investment Advisors, LLC in State College, PA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. She has worked at Leigh Baldwin & Co., LLC and TLC Group Investment Advisors since 2006. Outside of advising, she is the sole owner of Leeward Wealth Inc., a fixed insurance and annuities business. TLC Group Investment Advisors provides investment management and consulting services to individuals, pension plans, trusts, charitable organizations, and businesses. The firm uses a combination of fundamental and technical analysis along with due diligence of third-party managers to manage client portfolios across various asset classes.

Kristen Coombs is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Invested Advisors. She previously worked at H. Beck, Inc. for seven years before founding Kristen Coombs Financial Advisors. Outside of her advisory role, she oversees an investment trust account as a trustee and is involved in insurance sales, including non-variable insurance and fixed annuities. Invested Advisors provides financial planning, investment management, and retirement-plan consulting to individuals, high-net-worth clients, and businesses. The firm emphasizes goal-driven portfolio construction tailored to each client’s objectives and time horizon, often utilizing independent third-party managers and specialist strategies.

Blair Hefkin is a CFP® with five years of industry experience, currently serving at Invested Advisors. His prior roles include positions at Kristen Coombs Financial Advisors, H. Beck, Inc., Home Advisor, and Liberty Sport. Invested Advisors provides financial planning, investment management, and retirement-plan consulting to individuals, high-net-worth clients, and businesses. The firm focuses on individualized, goal-driven portfolio construction and utilizes third-party managers and specialist strategies as appropriate.

Judy Loy is a ChFC® credentialed financial advisor with Nestlerode & Loy, Inc. in State College, PA, bringing 33 years of industry experience. She has been with Nestlerode & Co., Inc. since 1992. Outside of her advisory role, Loy serves as a director for the University Park Plaza Corporation and is a board member of the Mutual Benefit Group Insurance P & C Board of Directors; she also chairs the Centre County Hospital Authority. Nestlerode & Loy provides discretionary portfolio management and financial planning services to individual and institutional clients, managing approximately $200 million in assets. The firm employs a “Pay Attention” approach that integrates daily price monitoring, technical analysis, and fundamental research, while customizing accounts to client constraints and offering ESG investment options.

Rachel Klinger is a financial advisor at McCann Wealth Strategies, Inc. with 19 years of industry experience. She holds the Series 66 designation and has been with McCann Wealth Strategies and MCCANN Financial Services since 2011. Outside of her advisory role, she serves as president of an insurance sales business affiliated with the firm. McCann Wealth Strategies serves individual clients, including high-net-worth individuals, as well as trusts, estates, and charitable organizations, providing discretionary asset management alongside financial planning and consultation services. The firm emphasizes continuous account supervision and individualized advice, employing a variety of investment strategies and offering a broad range of planning services, including tax planning and corporate structure advice.

John Arrington is a financial advisor with TLC Group Investment Advisors, LLC, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. He has worked at TLC Group since 2017 and also maintains a role at Leigh Baldwin & Co., LLC. Outside of his advisory work, he is jointly involved in a rental real estate business with his spouse. TLC Group Investment Advisors provides investment management and consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm combines fundamental and technical analysis with due diligence of third-party managers and offers both discretionary and non-discretionary portfolio management.

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.

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.

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.

Michael Sunderland is a financial advisor at Beacon Wealth Consultants, Inc. with eight years of industry experience. He holds a Series 65 designation and has worked at Beacon since 2017, following a year at 21:5 Financial Network. Beacon Wealth Consultants serves individuals, trusts, estates, charitable organizations, business entities, and plan sponsors with comprehensive wealth management, financial planning, investment management, estate administration, and retirement plan consulting. The firm employs a structured discovery process and an internal investment committee to tailor client strategies and emphasizes faith-based, Biblically Responsible Investment screening on a best-efforts basis.

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.

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 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 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 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.