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.

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 credentials. Prior to joining S.E.E.D. Planning Group in 2022, he worked at NBT Bank for ten years and has been with M&T Bank since 2001. S.E.E.D. Planning Group is a multi-advisor wealth management firm managing approximately $491 million in discretionary assets for individuals, high-net-worth clients, trusts, non-profits, businesses, and retirement plans. The firm emphasizes fundamental analysis and diversification in its investment approach and offers services including discretionary portfolio management, financial planning, retirement-plan advisory, and one-time portfolio reviews.

Hannah Burchell is a financial advisor with S.E.E.D. Planning Group, LLC, holding a Series 65 designation and three years of industry experience. Prior to joining S.E.E.D., she worked at Bloom Tax Partners, LLC, where she provided tax planning and preparation services. S.E.E.D. Planning Group, LLC is a multi-advisor wealth management firm managing approximately $491 million in discretionary assets for individuals, high-net-worth clients, trusts, non-profits, businesses, and retirement plans. The firm emphasizes fundamental analysis and diversification in its investment approach and offers a range of services including discretionary portfolio management, financial planning, and retirement-plan advisory.

Lindsay Spauster is a financial advisor at Lesko Securities Inc. with five years of industry experience. She holds the Series 66 designation and previously worked at Ross Stores and Toys R Us. 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 using a variety of analytical methods and operates on a non-discretionary basis with individualized Investment Policy Statements for each client.

Walter Girnis is a financial advisor at Faithward Advisors, LLC with 25 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including American Portfolios Financial Services, Cardinal Financial Partners, and IBN Financial Services. Outside of his advisory role, he owns a property and casualty, fixed rate life, and annuities insurance business. Faithward Advisors provides personalized investment advisory services to individuals, non-profit organizations, pension and profit-sharing plans, trusts, estates, and business entities. The firm uses Modern Portfolio Theory combined with fundamental, quantitative, and qualitative analysis, and offers a Biblically Responsible Investing policy aligned with Christian values.

Richard Pichura is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Lesko Securities Inc. since 2008. He holds a Series 66 designation and is based in 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 using a range of analytical methods and invests primarily in mutual funds, fixed income, equities, ETFs, TIPS, and non-U.S. securities through both long- and short-term strategies.

Lynn Purcell is a Series 65 licensed advisor at Alpha Zero LLC with one year of industry experience. Prior to joining Alpha Zero, Purcell has been affiliated with the State University of New York at Cortland since 2011, involved in educational and research activities. Outside of advisory work, Purcell owns several businesses focused on creative content development, data services, and social media marketing, and serves on the board of directors for Conexeu, a company specializing in collagen-based medical technologies. Alpha Zero LLC is a team-based registered investment adviser managing approximately $183 million in assets for around 320 clients. The firm offers portfolio management, financial planning, and advisory services for alternative investments, employing a range of strategies from fundamental analysis to options trading.

Jackson Lesko is a financial advisor with Lesko Securities Inc. holding a Series 66 designation and two years of industry experience. His prior work includes roles outside of finance, such as at Waterman Broadcasting and Cake Monkey Bakery. 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 a focus on individualized Investment Policy Statements.

Nikola Lalovic is a financial advisor at Lesko Securities Inc. with five years of industry experience. He holds the Series 66 designation and has been with Lesko Securities since 2016. Outside of his advisory role, Lalovic serves as Chief Operating Officer of Critical Consults, a telemedicine company providing specialist veterinary consultations, where he owns a 25% stake. Lesko Securities, Inc. offers 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 and uses a broad mix of analytical methods while operating on a non-discretionary basis.

Tyler Sherven is a Series 65-licensed financial advisor at S.E.E.D. Planning Group, LLC with four years of industry experience. He has worked at S.E.E.D. Planning Group since 2021 and previously held roles at Equitable Advisors and Community Options. Outside of his advisory work, he serves as Secretary of the Board of Directors for Not Quite Right Media Inc., focusing on strategic planning and corporate governance. S.E.E.D. Planning Group is a multi-advisor wealth management firm managing approximately $491 million in discretionary assets for individuals, 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.

Nicholas Ippolito is a financial advisor at S.E.E.D. Planning Group, LLC with a Series 65 designation and one year of industry experience. Prior to joining S.E.E.D., he worked at Grossman St. Amour CPAs, PLLC and has held various roles outside the financial sector, including positions at Aramark and Le Moyne College. S.E.E.D. Planning Group, LLC is a multi-advisor wealth management firm serving individual and high-net-worth clients, trusts, non-profits, businesses, and retirement plans. The firm emphasizes fundamental analysis and diversification in its investment approach and offers discretionary portfolio management, financial planning, and specialized services such as values-based portfolio overlays and fixed-income laddering.

Richard Barber is a financial advisor with Lesko Securities Inc. in Vestal, NY, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at Visions Analysis LLC, Visions Federal Credit Union, and LPL Financial LLC. 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, operating on a non-discretionary basis with a broad analytical investment approach across mutual funds, fixed income, equities, ETFs, TIPS, and non-U.S. securities.

Stephen Smith is a financial advisor at Lesko Securities Inc. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Lesko Securities since 2002, following several years at Prudential Securities Incorporated. 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 using a range of analytical methods and invests in mutual funds, fixed income, equities, ETFs, and other securities on a non-discretionary basis.

Jeffrey Chase is a financial advisor at S.E.E.D. Planning Group, LLC in Syracuse, NY, with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Key Investment Services, TIAA, Wealth Resources Network, and LPL Financial. S.E.E.D. Planning Group, LLC 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 offers discretionary portfolio management, financial planning, and retirement-plan advisory services with an investment approach emphasizing fundamental analysis and diversification.

William Hampton is a financial advisor at Lesko Securities Inc. in Vestal, NY, holding a Series 66 designation with 20 years of industry experience. He has been with Lesko Securities since 2005. 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 documented Investment Policy Statements for each client.

Daniel Kain is a financial advisor with S.E.E.D. Planning Group, LLC in Syracuse, NY. He holds Series 63 and Series 65 licenses and has 19 years of industry experience, including 15 years at Nationwide Investment Services Corporation prior to joining S.E.E.D. Planning Group in 2021. S.E.E.D. Planning Group is an SEC-registered multi-advisor wealth management firm overseeing approximately $491 million in discretionary assets. The firm serves individual and high-net-worth clients, trusts, non-profits, businesses, and retirement plans, offering portfolio management, financial planning, and retirement-plan advisory services. Its investment approach emphasizes fundamental analysis and diversification across equities and fixed income, with several specialized offerings and affiliated service platforms.