Anthony J Bates

Frederick Costantino Jr. is a CFP® with 10 years of experience in the financial advisory industry. He is the sole advisor at Imperative Wealth Planning, an independent fee-only firm, and has prior work experience at S.E.E.D. Planning Group, LLC. Outside of his advisory role, he is involved with BC Homes, LLC. Imperative Wealth Planning provides investment management and comprehensive financial planning services to individual and high-net-worth clients. The firm employs an investment approach that combines asset allocation, Modern Portfolio Theory, and a mix of active and passive strategies, including the use of third-party model marketplaces and Outside Managers.

Robert Wilkes Jr. is the owner of The Robert J. Wilkes Planning Forum and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 51 years of experience in financial planning and investment management, with prior roles at Fortune Financial Services, Inc., and H.Beck, Inc. He is also a partner at the Wilkes Johnson Comprehensive Planning Institute, which provides financial planning and insurance services. The Robert J. Wilkes Planning Forum offers comprehensive financial planning and investment management services, including insurance needs analysis and estate-planning education. The firm manages diversified portfolios using fundamental and technical analysis on a non-discretionary basis, with client trade authorization and custodial statements provided by SEI Private Trust Company.

Christopher Bracco is an independent financial advisor at Omnes Wealth Management LLC with one year of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Equitable Advisors. Outside of finance, he serves as an investigator with the Binghamton Police Department and owns a consulting business providing advice on K-9 units for local police agencies. Omnes Wealth Management LLC serves individuals and high-net-worth clients with wealth management, discretionary investment management, financial planning, and retirement-account advice. The firm primarily constructs portfolios using low-cost mutual funds and ETFs, employing fundamental analysis with a long-term, diversified investment approach tailored to client goals and risk tolerance.

Brian Voss is the principal advisor at Voss Wealth Management in Endicott, NY, with 23 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at NBT Capital Management Inc. and LPL Financial. Voss serves as a board member of Dollars for Scholars, where he helps coordinate scholarship scoring. Voss Wealth Management serves individuals and high-net-worth clients, offering both discretionary and non-discretionary investment management alongside financial planning. The firm uses diversified, risk-based model portfolios primarily composed of no-load mutual funds and ETFs, with tailored strategies based on clients’ financial situations and goals.

Gregory Lesko is a Series 66-licensed financial advisor with 31 years of industry experience. He has been with Lesko Securities Inc. since 2002 and currently operates out of Vestal, NY. Lesko Securities, Inc. provides portfolio management and financial planning services to individuals, trusts, estates, charities, pension and profit-sharing plans, and businesses. The firm manages approximately $597 million in client assets, employs a range of analytical methods, and operates on a non-discretionary basis with individualized Investment Policy Statements for each client.

Alex Ierardi is a financial advisor at S.E.E.D. Planning Group, LLC in Binghamton, NY, with one year of industry experience. He holds a Series 65 designation and previously worked at SUNY Geneseo and The Krebs. S.E.E.D. Planning Group serves individuals, trusts, estates, businesses, non-profits, and retirement plans, offering wealth management, investment management, and consulting services. The firm employs fundamental analysis with a long-term strategy, constructing diversified portfolios that incorporate tax planning and client values.