Raymond Michael Saravitz

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.

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.

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.

Hannah Burchell is a financial advisor at S.E.E.D. Planning Group, LLC with four years of industry experience. She holds a Series 65 credential and has worked in various capacities, including at Bloom Tax Partners, LLC, where she provides tax planning and preparation services. S.E.E.D. Planning Group offers wealth management and investment consulting to individuals, trusts, businesses, non-profits, and retirement plans. The firm employs a values-based financial planning approach and integrates tax and estate planning with portfolio management, using diversified equity and fixed-income investments through its Sift Investment Management division.