Lynn Purcell

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.