Brooke Rogers is a financial advisor at Goldman Sachs Wealth Services in Dallas, TX, holding a Series 66 designation. She has one year of industry experience, including roles at Kestra Investment Management and Goldman Sachs & Co. LLC. Prior to her advisory career, she spent several years in educational and community roles. 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 utilizes strategic allocation models, discretionary implementations, and proprietary analytics, supported by a broad ecosystem of Goldman Sachs affiliates.

Jonathan Woods is a financial advisor at Goldman Sachs Wealth Services with 21 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following a 16-year tenure at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services delivers financial planning, investment management, and advisory support to a diverse client base, including individual, high-net-worth, corporate, charitable, and institutional clients. The firm leverages centralized investment resources and offers integrated services across affiliates, including banking and retirement consulting, to provide tailored wealth solutions.

Kyle Mc Carey is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services, bringing three years of industry experience. Prior to joining Goldman Sachs, he worked at Cadaret Grant & Co., Inc. and Westchester Financial Partners. Goldman Sachs Wealth Services offers financial planning and investment management to a diverse client base, including individuals, high-net-worth households, corporations, and charitable institutions. The firm utilizes centralized investment resources and model portfolios, delivering both discretionary and non-discretionary management while providing specialized programs such as Executive Wealth and Private Family Office support.

Matthew Speidel is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. He holds a Series 66 credential and previously worked at PricewaterhouseCoopers. 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 and integrates resources from across the Goldman Sachs ecosystem to deliver tailored investment solutions.

Seifeldin Refaat is a financial advisor at Goldman Sachs Wealth Services with five years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2019, following roles at The Ayco Company and AXA Advisors. Goldman Sachs Wealth Services provides financial planning, portfolio management, and specialized wealth programs to a diverse client base including individuals, executives, plan sponsors, and institutional clients. The firm employs strategic allocation models and offers a range of service platforms supported by the broader Goldman Sachs ecosystem.

Dheepu Nambiar is a financial advisor at Goldman Sachs Wealth Services with 14 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 wide range of clients, including individual and high-net-worth households, corporate participants, and institutional clients. The firm leverages centralized investment resources and offers tailored solutions such as Executive Wealth, Private Family Office support, and retirement plan education within a large integrated financial group.

Emma Cramm is a CFP® and holds a Series 66 license, with nine years of experience in financial advisory roles. She has worked at Goldman Sachs & Co. LLC since 2023 and previously spent six years at Raymond James Financial Services Advisors, Inc., as well as experience with Cadent Capital, LLC. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm provides comprehensive financial planning and portfolio management, leveraging strategic allocation models and offering access to specialized programs and alternative investments, supported by a range of fee arrangements and integrated resources across the Goldman Sachs network.

Thabo Bakhuluma Ncube is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. He holds a Series 66 designation and has worked previously at Goldman Sachs Ayco Personal Financial Management and in financial aid and services roles at Skidmore College. 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 offers tailored solutions such as Executive Wealth, Private Family Office support, and retirement plan education, delivering services through both discretionary and non-discretionary management.

Colin Giombetti 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 & Co LLC since 2023. His prior work includes roles at Purshe Kaplan Sterling Investments and involvement with the Olds Irish Social Club. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm offers tailored financial planning and portfolio management, utilizing strategic allocation models and a range of platforms, supported by an integrated approach leveraging the broader Goldman Sachs ecosystem.

Dylan Mc Donald is a Series 66-credentialed financial advisor with two years of industry experience. He is currently with Goldman Sachs Wealth Services and previously worked at Equitable Advisors, Clearfork Engineering, and Movement Mortgage. Outside of his advisory role, he is the sole proprietor of McDonald Property Investments. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, and institutional clients, offering financial planning and portfolio management alongside specialized programs and alternative investments. The firm utilizes strategic allocation models and proprietary analytics within the broader Goldman Sachs ecosystem to tailor investment solutions.

Spencer Scott is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and two years of industry experience. His prior work experience includes roles at Goldman Sachs Ayco and various positions outside the financial sector, such as in transportation and university library services. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, and institutional clients. The firm leverages strategic allocation models, specialized programs, and access to affiliated Goldman Sachs resources to tailor advice and investment solutions.

Dustin Schmidt is a financial advisor with Goldman Sachs Wealth Services holding a Series 66 designation and no prior industry experience. His background includes roles at Goldman Sachs & Co. LLC, Morgan Stanley, and multiple positions at Michigan State University. 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 resources from across the Goldman Sachs organization to provide tailored investment strategies and varied service platforms.

Kathleen Lahey is a financial advisor with Goldman Sachs Wealth Services, holding a Series 63 designation and 21 years of industry experience. She has been with Goldman, Sachs & Co. since 1986. Lahey serves as a trustee for The Rockefeller University, where she assists with fundraising efforts. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to individual, high-net-worth, corporate, charitable, and institutional clients, utilizing centralized investment resources and a range of discretionary and non-discretionary managers within a large integrated financial group.

Camila Giorgi is a financial advisor at Goldman Sachs Wealth Services based in Atlanta, GA. She holds a Series 66 designation and has one year of industry experience. Her background includes roles at Goldman Sachs & Co. LLC and involvement with academic and community organizations such as the LSU Center of Economic Business and Policy Research and LSU Admissions. Goldman Sachs Wealth Services serves a diverse client base that includes individuals, corporate participants, executives, and institutional clients. The firm offers tailored financial planning and portfolio management supported by proprietary research and integrates capabilities across the broader Goldman Sachs ecosystem to provide comprehensive wealth management solutions.

Matthew Ward is a Certified Financial Planner (CFP®) with 12 years of industry experience. He is currently a Wealth Advisor at Goldman Sachs Wealth Services, where he has worked since 2021. Prior to this, he held roles at The AYCO Company, L.P./Mercer Allied and HSBC Bank USA, N.A., including HSBC Securities (USA) INC. 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, offering tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.

Louise Lapras is a Series 66 licensed financial advisor with five years of industry experience. She has been with Goldman Sachs Wealth Services since 2019, following prior roles at The Ayco Company, L.P./Mercer Allied and various positions including at Siena College and General Electric Healthcare. 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 utilizes centralized investment resources and model portfolios, offering tailored services such as Executive Wealth, Private Family Office support, and retirement plan education within a large integrated financial group.

Edward Henry III is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and four years of industry experience. His work history includes roles at Goldman Sachs & Co., Shelby Financial Corporation, Ascensus, and Shades of Ocean City. He also has experience in education, having worked at Drexel University and Mainland Regional High School. 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 uses centralized investment resources and model portfolios, offering tailored solutions such as Executive Wealth and Private Family Office support, and operates within a large integrated financial group with access to a broad range of financial products and services.

Shamolie Panjwani is a financial advisor with Goldman Sachs Wealth Services holding a Series 66 designation. She began her advisory career in 2022 and has prior experience in various roles at the University of Wisconsin-Madison, including Admissions & Recruitment and University Health Services. Goldman Sachs Wealth Services advises a broad client base ranging from individual investors to institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm integrates resources across the Goldman Sachs ecosystem and employs strategic allocation models, manager selections, and advanced research tools in its advisory approach.

Marie Paul is a financial advisor with Goldman Sachs Wealth Services, holding Series 63 and Series 65 credentials and possessing two years of industry experience. Her prior roles include positions at CBRE and other firms, as well as a period working with the San Francisco Giants. 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 tailored allocation models and manager selections, offering a range of fee arrangements and leveraging the broader Goldman Sachs ecosystem for expanded product access.

Benjamin Estabrook is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation. Based in Dallas, TX, he has recent experience working at Goldman Sachs & Co. LLC and previously at Apex Capital Corp and Raymond James Financial. He also has a background in education, having worked at multiple schools from 2015 to 2022. 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 leverages strategic allocation models and proprietary research within the broader Goldman Sachs network to deliver tailored investment solutions and specialized wealth programs.