Joanne Elizabeth Secky

Richard Vera II is a financial advisor at VERA-CPA, Inc. with two years of industry experience. He holds the PFS™ and Series 63 designations and has previously worked at Avantax Advisory Services and held various roles with the US Small Business Administration, Intuit Inc., and the US Department of Defense. Outside of advising, he serves as a finance committee member for the Hemlock Farms Community Association and is a trustee for the National Foundation for Animal Rescue. VERA-CPA, Inc. is a fee-only CPA firm providing financial planning and accounting services, including tax preparation and forensic accounting, to individuals, trusts, estates, charitable organizations, and businesses. The firm focuses on written financial plans and strategic asset allocation using a core-and-satellite approach, primarily recommending passive index funds and ETFs, and does not accept discretionary trading authority or performance-based fees.

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 with Lakewood Financial Group, LLC, holding Series 63 and Series 65 licenses and 16 years of industry experience. His prior roles include positions at Northeast Financial Group, Inc. and JP Morgan Securities Inc. He has been with Lakewood Financial Group since 2026. Lakewood Financial Group provides discretionary comprehensive wealth management to high-net-worth individuals and families, using a strategic-core with tactical-overlay investment approach that incorporates portfolio management, financial planning, tax coordination, and access to private funds and structured products. The firm’s small specialized team manages approximately $90 million and employs alternative platforms and customized strategies to meet client-specific objectives.

Justin Bolmgren is a CFP® with 19 years of experience in financial advisory roles. He is currently with William Joseph Capital Management, Inc. and has previously worked at Origin Financial and operated his own firm, Bolmgren Retireplan, Inc., for a decade. Outside of advising, he serves as an advisor to the fintech software firm Budget Simple and is a part owner of Wealth Preservation Specialist, LLC and William Joseph Tax Strategies, Inc. William Joseph Capital Management, Inc. is a multi-advisor firm serving individuals, high-net-worth clients, charitable organizations, and businesses. The firm combines customized portfolio construction with third-party sub-advisors on the AssetMark platform and integrates a range of quantitative and qualitative investment analysis methods.

Michael Kruger is a financial advisor with Valic Financial Advisors, holding a Series 66 designation and four years of industry experience. His prior experience includes roles at Equitable Advisors LLC and Selective Insurance. Outside of advisory services, he is also an insurance agent with Agia, focusing on non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.