S.E.E.D. Planning Group, LLC

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.

Lucas Nulsen is a financial advisor at S.E.E.D. Planning Group, LLC with one year of industry experience. He holds a Series 65 designation. Prior to joining S.E.E.D. Planning Group, he worked at the Tennessee Department of Treasury and spent six years at Kroger. 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, nonprofits, businesses, and retirement plans. The firm offers discretionary portfolio management, financial planning, retirement-plan advisory, and one-time portfolio reviews, with an investment approach that emphasizes fundamental analysis and diversification.

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.

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.

Jessica Blake is a financial advisor at S.E.E.D. Planning Group, LLC with three years of industry experience. She holds a Series 65 credential and previously worked at NBT Bank for 13 years. Blake serves as Vice President of the Board of the Fiduciary Education Foundation in a volunteer capacity. 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 emphasizes fundamental analysis and diversification through its Sift investment group and offers a range of services including discretionary portfolio management, financial planning, and specialized offerings such as values-based portfolio overlays.

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.

Jamie Shelton is a financial advisor at S.E.E.D. Planning Group, LLC with five years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial Services, LLC. Before entering the financial industry, he spent several years in education at the University of Tennessee Knoxville and local schools. 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 a range of services including discretionary management, financial planning, and specialized portfolio strategies.

Adeeb Chowdhury is a financial advisor at S.E.E.D. Planning Group, LLC with one year of industry experience. He holds a Series 65 credential and has previously worked at Eunoia Talent Management Company, BAY Specialized Tax Services, and SUNY Plattsburgh in various roles. S.E.E.D. Planning Group is an SEC-registered, 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 offers discretionary portfolio management, financial planning, retirement-plan advisory, and one-time portfolio reviews, with an investment approach emphasizing fundamental analysis and diversification.

Travis Maus is a financial advisor with S.E.E.D. Planning Group, LLC in Knoxville, TN, holding a Series 66 designation and 13 years of industry experience. He worked at Cetera Advisors LLC from 2013 to 2016 before joining S.E.E.D. Planning Group in 2015. Outside of his advisory role, he serves as Chair of the Board of Directors and shareholder for Not Quite Right Media Inc., a marketing and digital products company. 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 emphasizes fundamental analysis and diversification in its investment approach and offers discretionary portfolio management, financial planning, retirement-plan advisory, and specialized services including values-based portfolio overlays and customized fixed-income laddering.

Christopher Gettelfinger is a financial advisor at S.E.E.D. Planning Group, LLC in Saint Petersburg, FL, holding a Series 65 designation with two years of industry experience. His prior work includes a year at Northwestern Mutual and ongoing involvement with Orvis. 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 discretionary portfolio management, financial planning, retirement-plan advisory, and specialized services such as values-based portfolio overlays and fixed-income laddering.

Caitlyn Urgiles is a financial advisor at S.E.E.D. Planning Group, LLC with one year of industry experience. She holds a Series 65 credential and has previously worked at Solar Titan USA and Liberty Tax, among other roles. S.E.E.D. Planning Group is a multi-advisor wealth management firm managing approximately $491 million in discretionary assets for a diverse client base, including 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 variety of services such as discretionary portfolio management, financial planning, and retirement-plan advisory.

Jacob Martin is a financial advisor at S.E.E.D. Planning Group, LLC with a Series 65 credential and one year of industry experience. He previously worked at Roth Capital and has a background that includes roles at SUNY Binghamton and Brooklyn Prospect Charter School. 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 a range of services including discretionary portfolio management, financial planning, and retirement-plan advisory.