Gregory Stephen Lesko

Frederick Costantino Jr. is a CFP®-certified financial advisor with 10 years of industry experience. He is the principal of Imperative Wealth Planning, an independent firm he founded in 2026. His prior experience includes roles at Morgan Stanley, Wells Fargo Clearing, and S.E.E.D. Planning Group. Outside of advisory services, he is involved in a residential property business. Imperative Wealth Planning offers fee-only investment management and financial planning primarily for individuals and high-net-worth clients. The firm uses a combination of passive and active strategies, provides personalized investment policies, and employs third-party model platforms while maintaining fiduciary oversight.

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.

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.

Bradley Eaton is a financial advisor at S.E.E.D. Planning Group, LLC with five years of industry experience. He holds Series 63 and Series 65 registrations. Prior to joining S.E.E.D. Planning Group, he worked at NBT Bank for ten years and has been associated with M&T Bank for over 25 years. S.E.E.D. Planning Group provides wealth management, investment advice, and consulting services to individuals, trusts, estates, businesses, non-profits, and retirement plans. The firm employs fundamental analysis and a primarily long-term investment strategy while integrating tax planning and client values into portfolio construction through its investment division, Sift Investment Management.