Sierra Barry is a Series 66-licensed financial advisor at Goldman Sachs Wealth Services with one year of industry experience. Prior to joining Goldman Sachs, she held roles at Advantage xPO, Oswego County Opportunities, and SUNY Oswego. Barry has also been involved with Oswego Opera and held various positions spanning education and community organizations. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate participants, executives, and institutions. The firm utilizes strategic allocation models, manager selections, and a range of platforms and pricing programs, benefiting from integration across Goldman Sachs affiliates to offer comprehensive wealth management solutions.

Sofia Maricevic is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. She holds a Series 66 designation and has worked at firms including Brown Brothers Harriman & Co. and Broadleaf Results, Inc. Outside of her advisory role, she is involved as a video editor for Miller Music LLC, a social media channel. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, providing financial planning and portfolio management supported by specialized programs and an array of strategic investment tools. The firm leverages integrated capabilities across the Goldman Sachs ecosystem to deliver tailored solutions and access to alternative investments.

Nicole Davis is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience and holds a Series 66 credential. Prior to her current role, she worked at Goldman Sachs Ayco and has diverse experience including positions in education and hospitality. She has also spent time at Livingston Manor Central School and Siena College. Goldman Sachs Wealth Services advises a broad client base including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm provides financial planning and portfolio management with specialized programs and access to alternative investments, leveraging integrated resources across the Goldman Sachs ecosystem.

Joseph Colianni Jr. is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation. He joined the firm in 2025 and has prior experience at Robert Baird & Co. and various roles outside the financial industry, including positions at the American University of Rome and community organizations. Goldman Sachs Wealth Services provides financial planning and investment management to a diverse client base, including high-net-worth individuals, corporate participants, and institutional clients. The firm utilizes centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.

Alexandra Emmett is a financial advisor at Goldman Sachs Wealth Services with seven years of industry experience. She holds Series 63 and Series 66 credentials and has worked at The Ayco Company LP since 2018. Her earlier roles include positions at Pace University and AHRC NYC. Goldman Sachs Wealth Services advises a wide range of clients, including individual investors, executives, plan sponsors, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm tailors investment strategies using proprietary research and a variety of fee arrangements, leveraging integrated capabilities across the Goldman Sachs ecosystem.

Alex Malanoski is a financial advisor with Goldman Sachs Wealth Services in New York, NY. He holds a Series 66 designation and has two years of industry experience. Prior to joining Goldman Sachs, he held roles at Fox Business Network and Robinhood Financial, and has spent multiple years engaged in full-time education at Syracuse University. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, plan sponsors, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm’s advisory teams customize portfolios using strategic allocation models and provide access to a broad range of investment solutions and operational tools.

Edward Offutt is a financial advisor at Goldman Sachs Wealth Services with four years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Goldman Sachs, he worked at World LGX, Consilio, Morgan Stanley, and Uber, and he was affiliated with Georgetown University’s McDonough School of Business. Offutt is also co-owner of The Trash Heroes LLC, a waste removal company based in Miami, FL. Goldman Sachs Wealth Services advises a diverse client base that includes individual investors, executives, plan sponsors, and institutional clients. The firm provides financial planning, portfolio management, and specialized wealth programs, utilizing strategic allocation models and proprietary analytics to tailor solutions across multiple client segments.

Lacie Holbert is a financial advisor at Goldman Sachs Wealth Services with five years of industry experience. She holds a Series 66 designation and has previously worked at The Ayco Company, L.P. and Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to individual, high-net-worth, corporate, charitable, and institutional clients. The firm leverages centralized investment resources and a range of affiliated and unaffiliated managers to deliver tailored wealth solutions, including executive and personal wealth services, retirement plan education, and private family office support.

Austin Phillips is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and three years of industry experience. He has worked at Goldman Sachs Ayco since 2021 and previously held positions at The Federal Savings Bank, Pioneer Bank, and Jackson Lewis, P.C. He also has experience in higher education institutions, including The College of Saint Rose and Hudson Valley Community College. 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 institutional clients. The firm leverages centralized investment resources and offers tailored solutions such as Executive Wealth, Personal Wealth, and Private Family Office support within a large integrated financial group.

Richard Desch is a Series 66-licensed financial advisor at Goldman Sachs Wealth Services with 18 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 11 years with The AYCO Company, L.P./Mercer Allied. He is based in Denver, CO. 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 offers tailored solutions such as Executive Wealth and Private Family Office support, leveraging centralized investment strategies and a range of affiliated and unaffiliated managers.

Mathew Lee is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and 17 years of industry experience. He has worked with Ayco/Goldman Sachs & Co. LLC since 2018 and previously spent 13 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 individual and high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and offers integrated services through a large financial group with specialized programs such as Executive Wealth and Private Family Office support.

Mary Norniella is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services, based in Irving, TX, and has seven years of industry experience. She has worked at Goldman Sachs & Co. LLC since 2021 and previously at The Ayco Company, L.P./Mercer Allied from 2015 to 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 delivers tailored offerings through a combination of centralized investment resources and affiliated managers, integrating banking and advisory services within a large financial group.

Nicholas Reidich is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and six years of industry experience. He has worked at Goldman Sachs since 2021 and previously held roles at The Ayco Company, L.P./Mercer Allied, WestRock, and Ernst & Young, LLP. 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 range of discretionary and non-discretionary managers, providing tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Wesley Huber is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and 18 years of industry experience. He has worked with The Ayco Company, L.P./Mercer Allied since 2007 and operates his own tax return preparation business, Wesley D Huber, CPA, where he prepares individual tax returns for select clients. Goldman Sachs Wealth Services provides financial planning and investment management to a diverse client base, including high-net-worth individuals, corporate participants, and institutional clients. The firm utilizes centralized investment resources and offers tailored wealth management solutions supported by integrated financial group affiliates.

Jason Greene is a Series 66-licensed financial advisor with 14 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 10 years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services advises a wide range of clients, including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm offers financial planning, portfolio management, and specialized services such as Private Family Office and Executive Wealth programs, utilizing strategic allocation models and a variety of implementation platforms.

Charles Peltz is a financial advisor with Goldman Sachs Wealth Services, holding Series 65 and Series 63 licenses and seven years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2019, with prior roles at The Ayco Company, L.P./Mercer Allied and The Lake George Beach Club. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm employs strategic allocation models, manager selections, and both discretionary and non-discretionary implementations, leveraging capabilities across the broader Goldman Sachs ecosystem.

Lucas Jean Marie is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. He holds the Series 66 designation and has previously worked at Lifepoint Health and Goldman Sachs in earlier roles. Goldman Sachs Wealth Services advises a broad client base including individual investors, corporate and employer-sponsored participants, executives, plan sponsors, and institutional clients. The firm provides financial planning and portfolio management along with specialized services such as Private Family Office, Executive Wealth programs, and access to Alternative Investments, integrating capabilities across the broader Goldman Sachs ecosystem.

Stephanie Conti is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and 12 years of industry experience. She has worked at Goldman Sachs & Co. LLC since 2021 and previously spent eight 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 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.

Jenna Felitte is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and bringing 10 years of industry experience. She has worked at Goldman Sachs & Co. LLC since 2019 and previously spent seven years at The Ayco Company, L.P./Mercer Allied. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm offers customized financial planning and portfolio management supported by proprietary research, tactical and strategic allocation models, and a range of specialized programs, leveraging capabilities across the broader Goldman Sachs network.

Scott Rosengren is a financial advisor at Goldman Sachs Wealth Services with 20 years of industry experience. He holds the Series 66 designation and previously worked at The AYCO Company, L.P./Mercer Allied for 17 years before joining Goldman Sachs in 2021. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to individual, high-net-worth, corporate, charitable, and institutional clients. The firm employs centralized investment resources and model portfolios, delivering tailored services through a combination of discretionary and non-discretionary managers within a large integrated financial group.