Jonathan Kline

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 one year of experience in financial advising. He is the principal of Center Stage Planning LLC, an independent firm, and has prior experience working at Bishoff Financial Group, Cambridge Investment Research Inc., and Creative Financial Planning. Before entering the financial industry, he worked in the performing arts, including roles with The Book of Mormon and Fireside Theatre. Center Stage Planning LLC provides fee-only investment advisory services and comprehensive financial planning to individuals and high-net-worth clients. The firm uses a combination of passive and active strategies guided by asset-allocation principles and integrates educational seminars and speaking engagements as part of its client outreach.

Amy Sporer is a financial advisor at Centaurus Financial, Inc. with 20 years of industry experience. She holds the Series 66 designation and has been with Centaurus Financial since 2007. Outside of her advisory role, she is involved in the sales and service of disability and accident/health insurance plans for individuals and small business owners. Centaurus Financial, Inc. provides advisory services through a network of independent representatives to a broad client base including individuals, families, small businesses, and institutions. The firm offers financial planning, investment management, access to third-party managers, and retirement plan advisory services.

Scott Fonner is a financial advisor at Empower Advisory Group with Series 63 and Series 66 credentials and over a decade of experience in the financial services industry. His prior roles include positions at USAA FSB and Guild Mortgage. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm delivers services through an integrated model connected to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Jonathan Sheard is a financial advisor with Centaurus Financial, Inc. He holds a Series 66 designation and has 21 years of industry experience. He has been with Centaurus Financial since 2004 and concurrently operates Summit Answering Service. Outside of his advisory role, Sheard serves as treasurer and Sunday school teacher at Calkins Baptist Church, is treasurer of the Boyds Mills Hunting Club, and acts as treasurer and EMT for the Damascus Volunteer Ambulance Corps. Centaurus Financial, Inc. provides advisory services through a network of independent representatives to a diverse client base including individuals, families, businesses, and institutions. The firm offers financial planning, asset management, access to third-party money managers, and retirement-plan advisory services.

Robert Schwartz is a financial advisor at Private Advisor Group, LLC with 22 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Private Advisor Group since 2014, also maintaining a role with LPL Financial since 2011. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers both discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs, employing a range of investment strategies tailored to client objectives and risk tolerances.