Thomas G Regenski

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.

Andrew Katz is a financial advisor with Prospera Financial Services, Inc., holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Prospera since 2000. Outside of his advisory role, Katz serves on the board of the Blair County Tea Party and the Congregation Beth Israel board of trustees, and he volunteers as secretary of the Lake Ariel Lions Club. Prospera Financial Services, Inc. is an enterprise-scale adviser and dually registered broker-dealer serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through about 207 advisors across roughly 140 offices, offering a range of investment advisory and financial planning services through multiple platforms and customizable portfolio management options.

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.