Jonathan Sheard

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 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.

Jonathan Kline is a financial advisor with Lakewood Financial Group, LLC, holding Series 63 and Series 65 licenses and 15 years of industry experience. His prior roles include positions at JP Morgan Securities Inc. and JP Morgan Chase Bank. Lakewood Financial Group provides comprehensive wealth management to high-net-worth individuals and families, offering institutional-caliber portfolio management combined with holistic financial planning. The firm employs a strategic core with tactical overlays, emphasizes tax sensitivity, and utilizes both internal and unaffiliated third-party managers through formal due diligence without accepting referral compensation.

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.

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.

Jerome Lama is a financial advisor with Ameritas Advisory Services, LLC who holds Series 63, 65, and 66 licenses and has 13 years of industry experience. He has worked at Ameritas Advisory Services since 2021 and previously held roles at PNC Investments and CCO Investment Services. Lama is also licensed as an Independent Insurance Agent for fixed insurance products through JWL Financial Services Group LLC, which he owns. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services using model portfolios, third-party sub-advisers, and custom strategies, with a focus on both discretionary and non-discretionary management.