James Gardas

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.

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 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.

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.