Matthew Conlon

Eric Birdsall is a financial advisor with Milestone Consultants, Inc. in Whitney Point, NY, holding a Series 66 designation and 15 years of industry experience. He previously worked at Cadaret, Grant & Co., Inc. before founding Milestone Consultants in 2017. Outside of his advisory work, Birdsall is active in his community as a volunteer with the Rotary Club of Whitney Point and serves on the Board of Trustees for the Village of Whitney Point. Milestone Consultants serves individuals, high-net-worth clients, corporations, charities, and pension or profit-sharing plans, offering financial planning, portfolio management, and retirement plan consulting. The firm emphasizes retirement-plan services, providing ERISA fiduciary and non-fiduciary consulting and managing a notable concentration of plan-related assets for its size.

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 a financial advisor at Omnes Wealth Management LLC with Series 65 and Series 66 licenses and no prior industry experience. He has a law enforcement background as an investigator with the Binghamton Police Department since 2016 and owns a consulting business advising police agencies on K-9 unit development. Omnes Wealth Management LLC provides discretionary investment management and comprehensive financial planning services to individuals and high-net-worth clients. The firm employs a long-term, fundamental-analysis approach using low-cost mutual funds, ETFs, and select individual securities, focusing on diversified portfolios monitored regularly within client-directed accounts.

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.

Emil Bielecki is a financial advisor with Ashton Thomas Securities, LLC, holding a Series 63 designation and bringing 44 years of industry experience. He has been with Excel Securities & Associates, Inc. since 2009. Outside of his advisory role, Emil serves as a Town Clerk in the Town of Vestal. Ashton Thomas Securities, LLC serves individuals, business entities, trusts, estates, and charitable organizations, managing approximately $1.72 billion for around 2,600 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and utilizes a range of investment models and third-party managers tailored to client profiles.

Alex Ierardi is a financial advisor at S.E.E.D. Planning Group, LLC in Syracuse, NY. He holds a Series 65 designation and has recently entered the industry, joining S.E.E.D. Planning Group in 2025. Prior to his advisory role, his background includes positions in education and hospitality. S.E.E.D. Planning Group is a multi-advisor wealth management firm managing approximately $491 million in discretionary assets for individual and high-net-worth clients, trusts, non-profits, businesses, and retirement plans. The firm emphasizes fundamental analysis and diversification through its Sift investment group and offers a range of services including discretionary portfolio management, financial planning, and retirement-plan advisory.