Jack Santora is a Series 66-licensed financial advisor at Goldman Sachs Wealth Services with two years of industry experience. Prior to joining Goldman Sachs in 2024, he worked at Equitable Advisors and held various roles outside the financial sector, including positions at Commvault and Rutgers University. Goldman Sachs Wealth Services offers comprehensive financial planning and investment management to individual and high-net-worth clients, corporate participants, and institutional investors. The firm leverages centralized investment resources and integrates a range of affiliated services, including banking and retirement consulting, to provide tailored wealth management solutions.

Mariam Sargsyan is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC and EY Armenia. Her background includes academic roles at the University of Florida and Nebrija University. Goldman Sachs Wealth Services supports a diverse client base, including individual investors, corporate participants, executives, and institutional clients, by providing financial planning, portfolio management, and specialized programs such as Private Family Office services and Executive Wealth management. The firm uses strategic allocation models and proprietary analytics within the broader Goldman Sachs ecosystem to tailor solutions aligned with client objectives.

Charles Garin is a Series 66-licensed financial advisor with 18 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 14 years at The Ayco Company, L.P./Mercer Allied. He is based in Newport Beach, CA. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to individual, high-net-worth, corporate, charitable, and institutional clients. The firm uses centralized investment resources and offers tailored solutions including Executive Wealth, Personal Wealth, and Private Family Office support.

Mia Politano is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services, bringing one year of industry experience. Prior to joining Goldman Sachs, she was affiliated with the firm in earlier roles and has an academic background linked to Middlebury College and Otter Valley Union High School. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, and institutional clients. The firm employs strategic and tactical allocation models alongside a range of specialized services, integrating resources across the Goldman Sachs ecosystem.

Samuel Marshall is a financial advisor with Goldman Sachs Wealth Services in Dallas, TX, holding Series 63 and Series 66 credentials and five years of industry experience. He has worked at Ayco since 2020 and has previous experience at Texas Tech University, Alliance Drywall, South Plains College, Tarrant County Community College, and the University of Mississippi. Goldman Sachs Wealth Services provides financial planning and portfolio management to individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm utilizes strategic and tactical allocation models along with discretionary and non-discretionary implementations, offering access to various investment platforms and affiliated capabilities across the Goldman Sachs ecosystem.

Tong Zheng is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and five years of industry experience. Prior to joining Goldman Sachs Ayco in 2021, Zheng worked at Sterling Bank & Trust from 2018 to 2021 and attended the University of California, Davis. Outside of advisory work, Zheng serves as a real estate broker for Harvest Realty Development, Inc., providing brokerage services on a limited basis. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals, corporate participants, and institutional clients. The firm utilizes centralized investment resources and a combination of discretionary and non-discretionary managers to deliver tailored wealth management solutions.

Pranav Mathur is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 license and five years of industry experience. His prior roles include positions at Ayco Company, Brown Brothers Harriman, and State Street Corporation. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base that includes individual investors, executives, plan sponsors, and institutional clients. The firm offers tailored investment strategies supported by proprietary research and extensive resources across the Goldman Sachs network.

Richard Coughlin is a financial advisor at Goldman Sachs Wealth Services with 36 years of industry experience. He holds a Series 63 designation and has worked at Goldman Sachs & Co. LLC since 2021. Prior to that, he was with Mercer Allied Company, L.P. for 27 years and The AYCO Company, L.P. for 36 years. Goldman Sachs Wealth Services provides financial planning, investment management, and related advisory support to a wide range of clients, including individual and high-net-worth households, corporate and employer-sponsored participants, as well as charitable and institutional clients. The firm utilizes centralized investment resources and model portfolios, offering tailored programs such as Executive Wealth, Personal Wealth, and Private Family Office support.

Michael Lagoy is a financial advisor at Goldman Sachs Wealth Services with 29 years of industry experience. He holds the Series 63 and Series 65 designations and has worked with Ayco/Goldman Sachs & Co. LLC since 2016, following a 25-year tenure at The Ayco Company, L.P./Mercer Allied. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, and institutional clients, offering financial planning, portfolio management, and specialized programs such as Private Family Office and Executive Wealth services. The firm utilizes strategic allocation models and proprietary analytics while providing access to a broad range of platforms and fee arrangements.

Adam Fried is a financial advisor with Goldman Sachs Wealth Services, holding a Series 63 designation and bringing 29 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 25 years at The Ayco Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and related advisory support to a diverse client base, including individual and high-net-worth households, corporate and employer-sponsored participants, and institutional clients. The firm utilizes centralized investment resources and offers tailored solutions such as Executive Wealth and Private Family Office support, leveraging a combination of discretionary and non-discretionary managers within a large integrated financial group.

Drew Steele is a financial advisor at Goldman Sachs Wealth Services with three years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs since 2022, with prior experience at Amazon and the YMCA. Outside of his advisory role, he owns Seasick Hats LLC, a Dallas-based hat company involved in local event sales and management. 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 integrates a range of proprietary strategies and affiliated capabilities across the Goldman Sachs ecosystem to tailor investment solutions and specialized wealth programs.

Dana Bertrand is a financial advisor with Goldman Sachs Wealth Services in Cohoes, NY, holding a Series 66 designation and six years of industry experience. Prior to joining Goldman Sachs, Dana has worked at BMT Management since 2016 and The Ayco Company, L.P./Mercer Allied since 2015. 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 employs tailored allocation models and diverse implementation strategies, offering access to a wide range of investment options and affiliated Goldman Sachs services.

Lukas Moller is a financial advisor at Goldman Sachs Wealth Services with three years of industry experience. He holds a Series 66 designation and has prior experience with the United States Attorney's Office and the Albany County District Attorney's Office. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm offers financial planning, portfolio management, and specialized programs, utilizing strategic and tactical allocation models and integrating capabilities across the broader Goldman Sachs ecosystem.

Timothy Latchford is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and 11 years of industry experience. Prior to joining Goldman Sachs in 2019, he worked for The AYCO Company, L.P./Mercer Allied for seven years. Outside of his advisory role, he assists part-time with managing operations at The Barn at Lord Howe Valley, an event venue in Ticonderoga, NY. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, corporate participants, and institutional clients. The firm offers a range of services such as Private Family Office programs, Specialized Executive Wealth services, and access to Alternative Investments, leveraging integrated resources across the broader Goldman Sachs organization.

Stephanie Parente is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. She holds a Series 66 designation and has previously worked at Fritz's and Magic Fountain. 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 integrates strategic allocation models and manager selections with various implementation platforms, leveraging the broader Goldman Sachs ecosystem to provide comprehensive financial solutions.

Michael Caggiano is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and one year of industry experience. Prior to joining Goldman Sachs, he held various positions including roles at Quinnipiac University and Jenkinsons Parking. 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 tailored strategies supported by proprietary research, alternative investments, and integrated services across the Goldman Sachs ecosystem.

William Antone is a CFP®-certified financial advisor with 12 years of industry experience. He has worked at Goldman Sachs Wealth Services since 2021 and previously spent seven years at The Ayco Company LP. Antone also maintains a long-term affiliation with The MDE Group, Inc. Goldman Sachs Wealth Services offers 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 a combination of discretionary and non-discretionary managers to implement tailored strategies across various client segments.

Sandra Espino is a financial advisor at Goldman Sachs Wealth Services with 23 years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following a 19-year tenure at The AYCO Company, L.P./Mercer Allied. 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 model portfolios, delivering services through both discretionary and non-discretionary managers within a large integrated financial group.

Natalie Williams is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. She holds a Series 66 designation and has previously worked at Nordstrom and served in various roles at educational institutions, including Lake Forest College, Villanova University, and Woodlands Academy of the Sacred Heart. 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 employs strategic and tactical allocation models and offers a range of services such as Private Family Office programs, Specialized Executive Wealth programs, and access to Alternative Investments.

Luke Boughton is a financial advisor at Goldman Sachs Wealth Services with 15 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs since 2021, following a 12-year tenure at The Ayco Company, L.P./Mercer Allied. Outside of his advisory role, he owns and manages an ATM business 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 utilizes centralized investment resources and model portfolios, offering tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.