Jonathan Lee 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 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.

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.

Amy Sporer is a financial advisor with Centaurus Financial, Inc. in Honesdale, PA, holding a Series 66 designation and 21 years of industry experience. She 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 and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, employing a variety of investment analysis methods across both discretionary and non-discretionary arrangements.

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.