Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Olivia A
Series 66
Cohoes, NY
Goldman Sachs Wealth Services
Olivia Anastasy is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience and holds a Series 66 designation. Prior to joining Goldman Sachs, she worked at the Bank of New Hampshire and has been affiliated with Bentley University since 2020. Outside of her advisory role, she sells clothing through online retailers Mercari and Depop. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base that includes individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm employs strategic and tactical allocation models and offers specialized programs alongside access to alternative investments, leveraging resources across the Goldman Sachs ecosystem.
Allison G
Series 66
Cohoes, NY
Goldman Sachs Wealth Services
Allison Gido is a Series 66-licensed financial advisor at Goldman Sachs Wealth Services with one year of industry experience. Her prior roles include positions at Kroll and BayCrest Partners. Outside of finance, she operated Beets Juice Bar for three years. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm offers customized investment solutions using a range of strategies and proprietary analytics, supported by the broader Goldman Sachs ecosystem and affiliated entities.
David W
CFA®, Series 63
Cohoes, NY
Goldman Sachs Wealth Services
David Wronowski is a CFA® charterholder and holds a Series 63 license with 25 years of industry experience. He has worked at Goldman Sachs Wealth Services since 2021 and was previously with The Ayco Company, L.P./Mercer Allied from 2007 to 2020. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals, corporate participants, and institutional clients. The firm offers tailored services such as Executive Wealth and Private Family Office support, utilizing centralized investment resources and a combination of discretionary and non-discretionary managers within a large integrated financial group.
Kevin M
CFA®, Series 63
Dallas, TX
Goldman Sachs Wealth Services
Kevin Mc Devitt is a CFA® charterholder with four years of industry experience, currently serving as a financial advisor at Goldman Sachs Wealth Services in Dallas, TX. Prior to joining Goldman Sachs, he worked for Morningstar, Inc. for twelve years. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, plan sponsors, and institutional clients. The firm offers tailored investment strategies supported by proprietary research, alternative investment access, and integrated services across the broader Goldman Sachs network.
Jonathan M
Series 66, Series 63
Newport Beach, CA
Goldman Sachs Wealth Services
Jonathan Mayol is a financial advisor with Goldman Sachs Wealth Services, holding Series 66 and Series 63 licenses and 12 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2019 and previously spent seven years with The AYCO Company, L.P./Mercer Allied. He is based in Newport Beach, California. Goldman Sachs Wealth Services serves a diverse client base including individual investors, executives, plan sponsors, and institutions. The firm offers financial planning, portfolio management, and specialized programs, leveraging strategic allocation models and a range of implementation platforms integrated within the broader Goldman Sachs ecosystem.
Kimia S
Series 66
Charlotte, NC
Goldman Sachs Wealth Services
Kimia Steed is a financial advisor at Goldman Sachs Wealth Services with 13 years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs since 2021, following a decade at The AYCO Company, L.P./Mercer Allied. Based in Charlotte, NC, she is part of a large team serving a diverse client base. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to individual, high-net-worth, corporate, and institutional clients. The firm utilizes centralized investment resources and a blend of discretionary and non-discretionary managers, providing tailored solutions such as executive wealth and private family office support.
James M
Series 63, Series 65
Cohoes, NY
Goldman Sachs Wealth Services
James Macarevey is a financial advisor at Goldman Sachs Wealth Services with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Goldman Sachs since 2021, following a 20-year tenure at The AYCO Company, L.P./Mercer Allied. Outside of his advisory role, he participates in cryptocurrency mining through SocialChain Inc. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and a combination of discretionary and non-discretionary managers, providing tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.
Andrew S
Series 66
Irving, TX
Goldman Sachs Wealth Services
Andrew Sorenson is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and having 21 years of industry experience. He has worked at The AYCO Company, L.P./Mercer Allied since 2004. Goldman Sachs Wealth Services serves a wide range of clients, including individual investors, corporate participants, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm integrates extensive resources across the Goldman Sachs network, utilizing strategic allocation models and proprietary analytics to tailor investment solutions.
Mike P
Series 66
Troy, MI
Goldman Sachs Wealth Services
Mike Pecaj is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. He holds a Series 66 designation and previously worked at Hantz Financial Services and Oakland University. His background also includes roles outside finance, such as working in education and the restaurant industry. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a wide range of clients, including individuals, high-net-worth households, corporate participants, and charitable organizations. The firm leverages centralized investment resources and offers tailored services through an integrated financial group structure.
Kristin M
Series 66
Cohoes, NY
Goldman Sachs Wealth Services
Kristin Macdonald is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and bringing 15 years of industry experience. She has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 11 years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm leverages centralized investment resources and a range of tailored offerings, operating as part of a large integrated financial group with a broad array of services and affiliated entities.
Cooper K
Series 66
Atlanta, GA
Goldman Sachs Wealth Services
Cooper Keener is a financial advisor at Goldman Sachs Wealth Services with five years of industry experience. He holds a Series 66 designation and has previously worked at The Ayco Company, L.P./Mercer Allied and Ohio Valley Wine and Beer. Goldman Sachs Wealth Services serves a diverse client base including individual investors, corporate participants, executives, plan sponsors, and institutions, providing financial planning, portfolio management, and specialized executive wealth programs. The firm utilizes strategic and tactical allocation models, manager selections, and both discretionary and non-discretionary implementations, supported by proprietary research and analytics.
Caleb P
Series 63, Series 65
Newport Beach, CA
Goldman Sachs Wealth Services
Caleb Patterson is a financial advisor with Goldman Sachs Wealth Services, holding Series 63 and Series 65 licenses. He has one year of industry experience, including his current role at Goldman Sachs & Co. LLC. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering financial planning and portfolio management supported by specialized programs and access to alternative investments. The firm utilizes strategic allocation models and a range of implementation options, integrating capabilities across the broader Goldman Sachs network.
Nickolas C
Series 66
Cohoes, NY
Goldman Sachs Wealth Services
Nickolas Cammarene is a Series 66 licensed advisor with Goldman Sachs Wealth Services, bringing two years of industry experience. He has worked previously at Marshalls and completed a four-year period at the University at Buffalo. Goldman Sachs Wealth Services serves a diverse clientele including individual investors, corporate participants, executives, and institutional clients, providing financial planning, portfolio management, and specialized wealth programs. The firm integrates extensive resources across the Goldman Sachs network to tailor investment strategies using advanced research and technology.
Asia C
Series 66
New York, NY
Goldman Sachs Wealth Services
Asia Cesa is a financial advisor with Goldman Sachs Wealth Services in New York, holding a Series 66 designation and three years of industry experience. Prior to joining Goldman Sachs in 2022, she worked at Pardee School at Boston University, Ayco, Studio Grassi Cagnato, DLA Piper, and Boston University. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm offers tailored financial planning and portfolio management supported by strategic allocation models, manager selections, and various implementation options, leveraging capabilities across the broader Goldman Sachs ecosystem.
Vicki C
Series 66
Atlanta, GA
Goldman Sachs Wealth Services
Vicki Chriszt is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. She holds a Series 66 designation and has prior work experience spanning healthcare and educational institutions, including Northside Hospital and Georgia State University. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporate participants, and charitable organizations. The firm leverages centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.
Erin W
Series 66
Houston, TX
Goldman Sachs Wealth Services
Erin Williams is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. She holds a Series 66 designation and has prior work experience at Dell Technologies and Texas A&M University. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base including individual investors, executives, plan sponsors, and institutional clients. The firm utilizes strategic allocation models, manager selections, and both discretionary and non-discretionary implementations, supported by a broad network of Goldman Sachs affiliates and proprietary research tools.
Daniel M
Series 66
Saratoga Springs, NY
Goldman Sachs Wealth Services
Daniel Mccormack is a Series 66-licensed financial advisor with nine years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent five years at The Ayco Company, L.P./Mercer Allied. He is based in Saratoga Springs, NY. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individual and high-net-worth households, corporate participants, and institutional clients. The firm uses centralized investment resources and model portfolios, delivering tailored services through a combination of discretionary and non-discretionary managers within a large integrated financial group.
Janice J
Series 63, Series 65
Newport Beach, CA
Goldman Sachs Wealth Services
Janice Jim is a financial advisor at Goldman Sachs Wealth Services with 27 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked for The Ayco Company L.P./Mercer Allied for 22 years before joining Goldman Sachs in 2021. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and model portfolios, offering tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.
Natalia K
Series 66
Newport Beach, CA
Goldman Sachs Wealth Services
Natalia Kuchinic is a financial advisor at Goldman Sachs Wealth Services with Series 66 credentials and one year of industry experience. Her prior work includes roles at Synapse Services LLC, Houston's, and Goldman Sachs. Goldman Sachs Wealth Services provides financial planning and portfolio management to a wide range of clients, including individual investors, corporate participants, executives, and institutional clients. The firm integrates multiple specialized teams and employs strategic allocation models and manager selections to tailor client portfolios, leveraging the broader Goldman Sachs network for expanded product access.
Shawn C
Series 66
Cohoes, NY
Goldman Sachs Wealth Services
Shawn Conroy is a financial advisor at Goldman Sachs Wealth Services with 13 years of industry experience. He holds the Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following a decade at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm leverages centralized investment resources and offers tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
Find a financial advisor
Based on your filters