Amy Elizabeth Sporer

Kienan Garn is a financial advisor at Heritage Hill Adviser with four years of industry experience. He holds a Series 65 designation and has been with Heritage Hill Adviser since 2021. Outside of his advisory role, he works full-time as a program manager for new product development at The Raymond Corporation, a manufacturer of forklifts. Heritage Hill Adviser provides investment advisory and financial planning services primarily to individual clients and retirement account participants. The firm offers both discretionary asset management and non-discretionary consultation, focusing on asset allocation through various analytical techniques and serving a small client base with a single custodian platform.

Patrick Graver is a CFP® professional with two years of industry experience. He is the founder of Center Stage Planning LLC, an independent advisory firm based in Greeley, PA. Prior to establishing his own firm, he held roles at Bishoff Financial Group, Cambridge Investment Research Inc., and Creative Financial Planning. Before entering the financial industry, he worked in the performing arts, including engagements with the Fireside Theatre and productions such as The Book of Mormon. Center Stage Planning LLC serves individual and high-net-worth clients, offering investment management and comprehensive financial planning on ongoing and project bases. The fee-only firm employs a blend of fundamental and technical analysis alongside modern portfolio theory to develop individualized investment policies and discretionary portfolios. The firm also provides educational seminars and speaking engagements focused on general financial education.

Alexi Gilmore Manookian is a CFP® certificant with six years of industry experience, currently serving at Stash Wealth, LLC and SmartPath Advisors, LLC. Prior to these roles, Alexi worked at the Financial Transitionist Institute and Learnvest Planning Services, LLC. Outside of financial advising, Alexi has been involved with the nonprofit RAISE Your Hearts 501(c)(3) for six years and has a background in ski instruction. Stash Wealth, LLC serves individual clients, primarily high-earning professionals, through its multi-step financial planning process and optional ongoing investment management. The firm employs a passive-oriented investment strategy based on Modern Portfolio Theory, supplemented with periodic rebalancing and tax-loss harvesting, while placing emphasis on client education through newsletters, podcasts, and public seminars.

Jonathan Kline is a financial advisor at Lakewood Financial Group, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at JP Morgan Securities and Northeast Financial Group. Lakewood Financial Group provides discretionary wealth management and comprehensive financial planning to individual investors and families with investable assets typically over $1 million. The firm combines strategic core investment models with tactical overlays and emphasizes risk management through derivative hedging and alternative investments.

Andrew Katz is a financial advisor at First Heartland Consultants, Inc. with 43 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Prospera Financial Services for 26 years. Outside of his advisory role, he serves as a board member of the Blair County Tea Party and on the board of trustees for Congregation Beth Israel, and he volunteers as secretary for the Lake Ariel Lions Club. First Heartland Consultants provides investment advisory and financial planning services to individuals, businesses, and retirement plan participants. The firm offers personalized asset management, third-party asset management services, and model-based self-directed brokerage programs delivered through independent representatives.

Joseph Sullivan is a financial advisor at Commonwealth Financial Network with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms, including Avantax Advisory Services and Avantax Insurance Agency. Sullivan is also a CPA with ongoing tax preparation and consulting services and co-owns Orion Wealth Consultants, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors. The firm offers a broad platform of managed-account programs, access to third-party asset managers, and custodial services, serving both individual and institutional clients.