Kienan Charles George Garn

Arthur Kole is a financial advisor with Stonex Advisors Inc. in Jeffersonville, NY. He holds Series 63 and Series 65 licenses and has 32 years of industry experience. His prior roles include positions at StoneX Securities Inc., Wrp Investments, Inc., and Oppenheimer. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, and ERISA plan consulting through independent advisors and an in-house Private Client Group. The firm employs a range of strategies including advisor-managed portfolios and proprietary model solutions, supported by multiple platform technologies.

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.

Jonathan Sheard is a financial advisor at Centaurus Financial, Inc. with 22 years of industry experience. He holds the Series 66 designation and has been with Centaurus Financial since 2004. Outside of his advisory role, Sheard serves as treasurer and Sunday school teacher at Calkins Baptist Church, treasurer of a local hunting club, and treasurer and EMT for the Damascus Volunteer Ambulance Corps. Centaurus Financial provides advisory and brokerage services to a diverse range of clients 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 using a combination of discretionary and non-discretionary arrangements.

Cori Gregory is a financial advisor at Empower Advisory Group with eight years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at T. Rowe Price from 2013 to 2021. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering services integrated with Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing in its financial planning approach and serves a large participant base relative to its advisor headcount.

Robert Schwartz is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He has worked at Private Advisor Group since 2014 and has been affiliated with LPL Financial since 2011. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to wrap and non-wrap advisory programs. The firm employs a fiduciary-based advisory model using a variety of investment strategies and technology platforms, often implementing advice through third-party managers and turnkey asset management programs.

Andrew Sheard is a financial advisor at Centaurus Financial, Inc. with seven years of industry experience. He holds the CFP® and ChFC® designations and has worked at Centaurus Financial since 2020, following prior roles at PCP Consulting and Hantz Financial Services. He serves as treasurer of the Calkins Union Cemetery Association, a volunteer position involving financial oversight. Centaurus Financial, Inc. provides advisory and brokerage services to individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, utilizing both discretionary and non-discretionary arrangements.