Matthew Conlon

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.

Eric Birdsall is a financial advisor at Milestone Consultants, Inc. with 16 years of industry experience. He holds a Series 66 designation and has worked at Cadaret, Grant & Co., Inc., Hornor, Townsend & Kent, LLC, and HSBC Securities (USA) Inc. In addition to his advisory role, Birdsall volunteers with the Rotary Club of Whitney Point and serves as a member of the Board of Trustees for the Village of Whitney Point. Milestone Consultants, Inc. is a small registered investment adviser serving individuals, high-net-worth clients, corporations, charities, and pension or profit-sharing plans. The firm offers comprehensive financial planning, portfolio management, and retirement plan consulting, with a notable focus on discretionary management for retirement plan participants and a strategic approach that combines fundamental, technical, and tactical allocation methods.

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.