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

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.

Lucas Nulsen is a financial advisor at S.E.E.D. Planning Group, LLC in Knoxville, TN, holding a Series 65 designation and with two years of industry experience. His prior roles include positions at the Tennessee Department of Treasury and Kroger. S.E.E.D. Planning Group provides wealth management, investment management, and consulting services to individuals, trusts, estates, businesses, non-profits, and retirement plans. The firm employs a fundamental analysis approach with a long-term strategy supported by diversified portfolios constructed with ETFs, mutual funds, equities, and bonds, integrating tax planning and client values into its portfolio management.

Tyler Sherven is a financial advisor with S.E.E.D. Planning Group, LLC in Binghamton, NY, holding a Series 65 designation and four years of industry experience. He has worked at S.E.E.D. Planning Group since 2021 and has prior experience with Equitable Advisors and Community Options. Outside of advising, he serves as Secretary of the Board of Directors for Not Quite Right Media Inc., focusing on marketing and strategic planning. S.E.E.D. Planning Group offers wealth management, investment advice, and consulting services to individuals, trusts, estates, businesses, non-profits, and retirement plans. The firm employs a fundamental, long-term investment strategy with diversified portfolios constructed via ETFs, mutual funds, individual securities, and bonds, integrating tax planning and client values into portfolio management.

Nicholas Ippolito is a financial advisor with S.E.E.D. Planning Group, LLC, holding 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 for three years and has held positions at Aramark, Le Moyne College, Inn of the Seasons, and Pastabilities. S.E.E.D. Planning Group provides wealth management, investment management, and consulting services to individuals, trusts, businesses, non-profits, and retirement plans. The firm employs a values-based, long-term investment approach using diversified portfolios constructed with ETFs, mutual funds, equities, and bonds, integrating tax and estate planning into its services.

Jeffrey Chase is a financial advisor with S.E.E.D. Planning Group, LLC in Binghamton, NY, holding Series 63 and Series 66 credentials with 12 years of industry experience. His prior roles include positions at key Investment Services, LLC and Tiaa. S.E.E.D. Planning Group provides wealth management and investment advisory services to individuals, trusts, estates, businesses, non-profits, and retirement plans. The firm employs fundamental analysis and a long-term investment strategy, integrating tax and estate planning with diversified portfolio management through its investment division, Sift Investment Management.

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 designation and previously worked at NBT Bank for thirteen years. Blake serves as Vice President of the Board of the Fiduciary Education Foundation, a nonprofit position held without compensation. S.E.E.D. Planning Group provides wealth management, investment management, and consulting services to individuals, trusts, estates, businesses, non-profits, and retirement plans. The firm employs fundamental analysis with a long-term investment strategy while allowing for shorter-term trading, integrating tax planning, values-based financial planning, and portfolio management through its investment arm, Sift Investment Management.

Daniel Kain is a financial advisor with S.E.E.D. Planning Group, LLC in Binghamton, NY, holding Series 63 and Series 65 credentials and 19 years of industry experience. He worked at Nationwide Investment Services Corporation for 15 years before joining S.E.E.D. Planning Group in 2021. 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 long-term investment strategy through its Sift Investment Management division, offering diversified portfolios and integrating tax and estate planning into its investment process.

Jamie Shelton is a Series 66-licensed financial advisor with six years of industry experience. He has worked at S.E.E.D. Planning Group, LLC since 2021 and previously spent time at Ameriprise and the University of Tennessee Knoxville. S.E.E.D. Planning Group is a multi-advisor team providing wealth management, investment management, and consulting services to individuals, trusts, estates, businesses, non-profits, and retirement plans. The firm employs a values-based, long-term investment approach with fundamental analysis and offers discretionary portfolio management combined with tax and estate planning.

Adeeb Chowdhury is a financial advisor at S.E.E.D. Planning Group, LLC with two years of industry experience. He holds the Series 65 designation and has previous work experience at Eunoia Talent Management Company, BAY Specialized Tax Services, and SUNY Plattsburgh in multiple roles including the Bloomberg Lab and Global Education Office. S.E.E.D. Planning Group provides wealth management and investment services to individuals, trusts, estates, businesses, non-profits, and retirement plans. The firm uses a long-term investment strategy guided by fundamental analysis and integrates tax planning and client values into portfolio management, offering discretionary management and institutional consulting through a multi-advisor team.

Travis Maus is a financial advisor at S.E.E.D. Planning Group, LLC in Knoxville, TN, holding a Series 66 designation with 14 years of industry experience. He previously worked at Cetera Advisors LLC and Equitable Advisors before joining S.E.E.D. Planning Group in 2015. Outside of his advisory role, he serves as Chair of the Board of Directors for Not Quite Right Media Inc., a marketing and digital products company. S.E.E.D. Planning Group offers wealth management and investment services to individuals, trusts, estates, businesses, non-profits, and retirement plans. The firm utilizes fundamental analysis and a long-term investment approach, integrating values-based financial planning, tax planning, and coordinated estate planning through its investment division, Sift Investment Management.

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 history includes roles at Northwestern Mutual and Orvis, where he has been employed since 2022. 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 uses fundamental analysis and a long-term investment strategy, incorporating values-based financial planning, tax and estate planning, and diversified portfolio management through its investment division, Sift Investment Management.

Jacob Martin is a financial advisor with S.E.E.D. Planning Group, LLC, holding a Series 65 designation and one year of industry experience. Prior to joining S.E.E.D. Planning Group, he worked at Roth Capital and has a background that includes positions at SUNY Binghamton and Brooklyn Prospect Charter School. S.E.E.D. Planning Group provides wealth management, investment management, and consulting services to individuals, trusts, estates, businesses, non-profits, and retirement plans. The firm employs fundamental analysis with a long-term investment strategy, offering diversified portfolio management through its investment division, Sift Investment Management.

Kerstin Driscoll Witt is a financial advisor with S.E.E.D. Planning Group, LLC in Cincinnati, Ohio. She holds a Series 63 designation and has 12 years of industry experience, including prior roles at Fidelity Brokerage Services and Fidelity Investments. Witt has been with S.E.E.D. Planning Group since 2019. 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 a primarily fundamental, long-term investment strategy with diversified portfolios constructed via ETFs, mutual funds, individual equities, and bonds, integrating multi-year tax and values-based financial planning.