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Texas M

Series 66

Cohoes, NY

Goldman Sachs Wealth Services

Texas Minnick is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services, based in Cohoes, NY. He has one year of industry experience, having previously worked at Goldman Sachs & Co. LLC since 2026. Prior to joining the firm, his work history includes roles outside the financial industry. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm offers financial planning and portfolio management, utilizing strategic allocation models and manager selections, and provides access to specialized programs and alternative investments through its integrated platform within the broader Goldman Sachs ecosystem.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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Kyle K

Series 63

Cohoes, NY

Goldman Sachs Wealth Services

Kyle Kinowski is a financial advisor at Goldman Sachs Wealth Services with 25 years of industry experience. He holds a Series 63 designation and has worked at Ayco/Goldman Sachs & Co. LLC since 2021, following a 21-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 high-net-worth individuals, 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.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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Aaron R

Series 66

Troy, MI

Goldman Sachs Wealth Services

Aaron Ring is a financial advisor at Goldman Sachs Wealth Services with 13 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs since 2021, following an 11-year tenure 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 model portfolios, offering tailored solutions such as Executive Wealth and Private Family Office support through both discretionary and non-discretionary managers.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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Grace S

Series 66

Cohoes, NY

Goldman Sachs Wealth Services

Grace Shumway is a financial advisor at Goldman Sachs Wealth Services with five years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs since 2021. Prior to that, she was employed at The Ayco Company, L.P./Mercer Allied and held positions outside of finance at Homegoods and Bath and Body Works. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored wealth management solutions and integrates resources across affiliated teams to deliver a range of services, including private family office support and retirement plan education.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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Laura C

Series 66

Atlanta, GA

Goldman Sachs Wealth Services

Laura Care is a financial advisor at Goldman Sachs Wealth Services with three years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs & Co LLC since 2023. Her prior experience includes roles at Campbell University, the North Carolina General Assembly, YMCA Henderson, and Northern Vance/Vance County High School. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm utilizes strategic and tactical allocation models and delivers services through a variety of fee arrangements and platforms, leveraging the broader Goldman Sachs ecosystem.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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Nolan G

Series 66

Troy, MI

Goldman Sachs Wealth Services

Nolan Godek 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 Walmart and Equitable Advisors LLC. Goldman Sachs Wealth Services advises a broad client base ranging from individual investors to institutional clients, providing financial planning, portfolio management, and specialized wealth programs. The firm utilizes strategic allocation models and both discretionary and non-discretionary implementations, leveraging resources across the Goldman Sachs ecosystem to offer a comprehensive range of investment and advisory services.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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Joshua W

Series 66

Newport Beach, CA

Goldman Sachs Wealth Services

Joshua Woolslayer is a financial advisor at Goldman Sachs Wealth Services based in Newport Beach, CA. He holds a Series 66 designation and has four years of experience at Goldman Sachs & Co. LLC. Prior to his current role, he worked as an e-commerce entrepreneur and held various positions in the food service industry. 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’s advisory teams use strategic allocation models and both discretionary and non-discretionary implementations, leveraging resources across the broader Goldman Sachs network to offer a wide range of specialized financial services.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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Ross C

Series 66

Cohoes, NY

Goldman Sachs Wealth Services

Ross Caimano is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. He holds a Series 66 designation and previously worked in the hospitality and retail sectors, including roles at Red Jug Pub and Boats By George. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, and institutional clients, providing financial planning, portfolio management, and specialized wealth programs. The firm integrates strategic allocation models and manager selections across multiple platforms and leverages affiliated Goldman Sachs entities to deliver comprehensive advisory solutions.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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Courtney M

Series 66

Pittsburgh, PA

Goldman Sachs Wealth Services

Courtney Mc Clellan is a financial advisor at Goldman Sachs Wealth Services with five years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs Ayco Personal Financial Management since 2021. Prior to that, she was employed at The Ohio State University and Revere Local School District. 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, portfolio management, and specialized wealth programs, utilizing strategic allocation models and a range of fee arrangements to tailor services to client objectives.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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Kyle N

Series 66

Cohoes, NY

Goldman Sachs Wealth Services

Kyle Nicholas is a financial advisor with Goldman Sachs Wealth Services holding a Series 66 designation and no prior industry experience. His work history includes roles at Goldman Sachs & Co. LLC, CIBC Caribbean, and teaching positions at Columbia University and other educational institutions. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm integrates extensive resources across the Goldman Sachs ecosystem, utilizing strategic asset allocation, manager selection, and both discretionary and non-discretionary implementations tailored to client objectives.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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Michael M

Series 66

Cohoes, NY

Goldman Sachs Wealth Services

Michael Miorin is a financial advisor at Goldman Sachs Wealth Services with four years of industry experience. He holds a Series 66 designation and previously worked at Campito Plumbing & Heating, Inc. for six years. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate and employer-sponsored participants, executives, plan sponsors, and institutional clients. The firm offers financial planning, portfolio management, and specialized programs, tailoring solutions using strategic and tactical allocation models and leveraging affiliated capabilities across the Goldman Sachs ecosystem.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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Amelia H

Series 66

Cohoes, NY

Goldman Sachs Wealth Services

Amelia Hastings is a financial advisor at Goldman Sachs Wealth Services with eight years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2019, following four years at The Ayco Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, and institutional clients. The firm offers tailored investment strategies supported by specialized teams and integrates resources across the Goldman Sachs ecosystem to deliver comprehensive wealth management solutions.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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Lucille L

Series 66

Morristown, NJ

Goldman Sachs Wealth Services

Lucille Logozzo is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services, where she has worked since 2021. She has four years of industry experience and previously held roles with the NYC Board of Education and Heroes Paradise. 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.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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Shelton M

Series 66

Deerfield, IL

Goldman Sachs Wealth Services

Shelton Mudzingwa 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 worked at Palisades Growth Capital and has a background that includes four years at Lake Forest College as both a student and, more recently, as an assistant rugby coach. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, and institutional clients. The firm leverages centralized investment resources and offers tailored services through both discretionary and non-discretionary managers within a large integrated financial group.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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Braxton W

Series 66, Series 63

Cohoes, NY

Goldman Sachs Wealth Services

Braxton Warden is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. He holds Series 66 and Series 63 licenses. His prior roles include positions at Goldman Sachs & Co. LLC, Goldman Sachs Ayco, Clinton's Ditch Cooperative Co, and Le Moyne College. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm offers financial planning and portfolio management supported by specialized programs and access to alternative investments, leveraging an integrated approach within the broader Goldman Sachs ecosystem.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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Hudson R

Series 63, Series 65

Dallas, TX

Goldman Sachs Wealth Services

Hudson Roe is a financial advisor with Goldman Sachs Wealth Services in Dallas, TX, holding Series 63 and Series 65 designations and four years of industry experience. Prior to joining Goldman Sachs in 2022, he worked at Velvet Taco for two years and studied at Texas Tech University from 2015 to 2020. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm provides financial planning and portfolio management supported by proprietary research, with integration across Goldman Sachs affiliates offering clients a range of specialized wealth services and investment options.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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Dara P

Series 66

Cohoes, NY

Goldman Sachs Wealth Services

Dara Pallatto is a financial advisor at Goldman Sachs Wealth Services with 18 years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following 15 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 high-net-worth individuals, corporate participants, and institutional clients. The firm leverages centralized investment resources and integrated financial services to deliver tailored wealth management solutions.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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John K

Series 66

Irving, TX

Goldman Sachs Wealth Services

John Kilgallon is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. He holds the Series 66 designation and previously worked at Global Payments and The Garage. Goldman Sachs Wealth Services provides financial planning, investment management, and related advisory support to a broad range of clients, including individual and high-net-worth households, corporate participants, and institutional clients. The firm integrates centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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Daniel B

Series 66

Irving, TX

Goldman Sachs Wealth Services

Daniel Baird is a financial advisor at Goldman Sachs Wealth Services with eight years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2018, following prior roles at The Ayco Company and BP. He earned an MBA from the University of Oklahoma. Goldman Sachs Wealth Services advises a wide range of clients, including individual investors, executives, and institutional clients, offering financial planning and portfolio management alongside specialized services such as Private Family Office and Executive Wealth programs. The firm utilizes strategic allocation models and proprietary analytics within the broader Goldman Sachs ecosystem to tailor solutions for client objectives.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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Virginia M

Series 66

Deerfield, IL

Goldman Sachs Wealth Services

Virginia Morrow is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. She holds a Series 66 credential and has previously worked at PwC and UCLA in addition to her current role. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm provides financial planning and portfolio management supported by strategic allocation models and manager selections, with access to specialized services and alternative investments.

Wealth management Equity compensation tax strategy Tax-loss harvesting Executive Founder/Business Owner Intergenerational Families
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