Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Ryan T
Series 65, Series 63
Chicago, IL
Goldman Sachs Wealth Services
Ryan Taylor is a financial advisor with Goldman Sachs Wealth Services in Chicago, IL, holding Series 65 and Series 63 licenses and having five years of industry experience. He has been with Goldman Sachs since 2019 and previously worked at AIT Worldwide Logistics. Taylor also makes guest appearances as an alumnus of the Green Bay Packers. 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 using tailored strategies supported by specialized teams and proprietary analytics, providing access to a wide range of services and affiliated Goldman Sachs capabilities.
Zachary A
CFP®, Series 66
Cohoes, NY
Goldman Sachs Wealth Services
Zachary Augliano is a CFP® and holds a Series 66 license with 10 years of industry experience. He currently works at Goldman Sachs Wealth Services and has prior experience with UBS Financial Services, United Professional Advisors, and Ameritas. 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 services such as Executive Wealth and Private Family Office support, operating within a large integrated financial group with access to a broad range of affiliated financial capabilities.
Rick L
Series 63, Series 65
Newport Beach, CA
Goldman Sachs Wealth Services
Rick Lowe is a financial advisor at Goldman Sachs Wealth Services with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Goldman Sachs since 2021, following a 25-year tenure at Ayco/Mercer Allied Company. 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 and Private Family Office support within a large integrated financial group.
Yixiang H
Series 63, Series 66
Cohoes, NY
Goldman Sachs Wealth Services
Yixiang Huang is a financial advisor at Goldman Sachs Wealth Services with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including The Ayco Company LP and Barhems Corporation. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, providing financial planning, portfolio management, and specialized wealth programs. The firm integrates proprietary research and a broad range of affiliated capabilities to tailor strategies and deliver comprehensive advisory services.
Amanda A
Series 63, Series 66
New York, NY
Goldman Sachs Wealth Services
Amanda Azzopardi is a financial advisor at Goldman Sachs Wealth Services with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked at The Ayco Company LP since 2017, following two years at Aetna. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm provides tailored financial planning and portfolio management utilizing strategic allocation models and offers specialized programs such as Private Family Office services and Financial Wellness, supported by integration with the wider Goldman Sachs platform.
Edward H
Series 66
New York, NY
Goldman Sachs Wealth Services
Edward Hughes IV is a financial advisor with Goldman Sachs Wealth Services in New York, NY. He holds a Series 66 designation and has 14 years of industry experience, all of which he has spent with AYCO, Co./Goldman, Sachs & Co. since 2012. 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 services such as Executive Wealth and Private Family Office support within a large integrated financial group.
Amanda S
Series 66
Morristown, NJ
Goldman Sachs Wealth Services
Amanda Samudio is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and four years of industry experience. She has worked at Goldman Sachs Ayco Personal Financial Management since 2021 and previously held roles at Allstate and SUNY New Paltz. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individual, high-net-worth, corporate, and institutional clients. The firm utilizes centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support, operating within a large integrated financial group with access to a broad range of investment and advisory capabilities.
Maria A
Series 66
Newport Beach, CA
Goldman Sachs Wealth Services
Maria Angrisani 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 held roles at Ayco, In-N-Out Burger, Subway, California State University, Long Beach, and the School of Engineering and Sciences. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, plan sponsors, and institutional clients, offering tailored financial planning and portfolio management supported by proprietary research, specialized programs, and access to alternative investments.
Alexander B
Series 66
Cohoes, NY
Goldman Sachs Wealth Services
Alexander Bogdanov is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. He holds the Series 66 designation and has previously worked at Charles Schwab and Bank of America. Prior to entering the financial industry, he spent several years in education and worked at the Strozier Library. 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 utilizes centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support, operating within a large integrated financial group with a range of specialized capabilities.
Daniel J
Series 66
Cohoes, NY
Goldman Sachs Wealth Services
Daniel Josepher is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services, bringing 10 years of industry experience. Before joining Goldman Sachs in 2021, he worked for The Ayco Company, L.P./Mercer Allied from 2016 to 2021. Goldman Sachs Wealth Services serves a diverse client base, including individual investors across wealth levels, corporate participants, executives, and institutional clients. The firm offers comprehensive financial planning and portfolio management, leveraging strategic allocation models and a broad range of affiliated resources within the Goldman Sachs ecosystem.
Peter H
Series 66
Deerfield, IL
Goldman Sachs Wealth Services
Peter Henkel is a financial advisor at Goldman Sachs Wealth Services with three years of industry experience and holds a Series 66 designation. Prior to joining Goldman Sachs, he was affiliated with Indiana University and has held roles at Ivy Hills Country Club and Mercy Health Plex. Goldman Sachs Wealth Services advises a wide range of clients, including individual investors, corporate participants, executives, and institutional clients. The firm offers financial planning, portfolio management, and specialized wealth programs, utilizing strategic allocation models and both discretionary and non-discretionary implementations within the broader Goldman Sachs ecosystem.
Olanrewaju S
Series 63, Series 65
Houston, TX
Goldman Sachs Wealth Services
Olanrewaju Shogbola is a financial advisor with Goldman Sachs Wealth Services in Houston, TX, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior roles include positions at United Capital Financial Advisers, Wells Fargo Clearing, Wells Fargo Bank, and Northwestern Mutual. 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, utilizing centralized investment resources and a range of tailored offerings.
Blake M
Series 66
Dallas, TX
Goldman Sachs Wealth Services
Blake Maday is a financial advisor at Goldman Sachs Wealth Services with three years of industry experience. He holds the Series 66 designation and has previously worked at Lilium Aviation, Mahalo Capital Partners, DoorDash, Inc., and Michigan State University. His background also includes six years with the United States Soccer Federation and nine years with the Novi Community School District. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate and institutional clients. The firm offers specialized programs such as Private Family Office services and Executive Wealth programs, utilizing strategic allocation models and proprietary analytics within the broader Goldman Sachs ecosystem.
Connor B
Series 66
Cohoes, NY
Goldman Sachs Wealth Services
Connor Brown is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Ayco and Rowlands, LeBrou & Griesmer, PLLC. 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, leveraging centralized investment resources and integrated financial group capabilities.
Casey S
Series 66
Dallas, TX
Goldman Sachs Wealth Services
Casey Spraberry is a financial advisor at Goldman Sachs Wealth Services with a Series 66 credential and four years of industry experience. Prior to joining Goldman Sachs in 2022, Casey worked at Advantage xPO and held roles in hospitality and education. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base including individual, high-net-worth, corporate, and institutional clients, utilizing centralized investment resources and integrated financial group capabilities.
Jessica M
Series 66
Cohoes, NY
Goldman Sachs Wealth Services
Jessica Macci is a financial advisor at Goldman Sachs Wealth Services with five years of industry experience. She holds a Series 66 designation and has been with Ayco, a Goldman Sachs company, since 2019. Outside of her advisory role, she is involved with the Organization of Chinese Americans WHV Chapter. 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 tailored services such as Executive Wealth and Private Family Office support, integrating capabilities across its affiliated entities.
Jeffery C
Series 66
Deerfield, IL
Goldman Sachs Wealth Services
Jeffery Coda is a Series 66-registered advisor with Goldman Sachs Wealth Services, based in Deerfield, IL, with four years of industry experience. He has worked with The Ayco Company, LP since 2016. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, plan sponsors, and institutional clients, providing financial planning, portfolio management, and specialized wealth services. The firm utilizes strategic allocation models and proprietary research while integrating capabilities across Goldman Sachs affiliates to deliver tailored investment solutions.
Ryan M
Series 66
Canonsburg, PA
Goldman Sachs Wealth Services
Ryan Mulderig is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and bringing 26 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 22 years at Mercer Allied Company, L.P. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to individual and high-net-worth clients, as well as corporate and institutional participants. The firm utilizes centralized investment resources and model portfolios, offering tailored solutions including executive and personal wealth management, private family office support, and retirement plan education.
Haden M
Series 66
Irving, TX
Goldman Sachs Wealth Services
Haden Mc Keehan is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Clearfork Engineering Inc. and Thrive Pet Healthcare. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering financial planning, portfolio management, and specialized programs such as Private Family Office and Executive Wealth services. The firm integrates strategic allocation models and uses proprietary and third-party analytics to tailor client solutions, supported by a wide array of affiliated Goldman Sachs entities.
Helder S
Series 66
Morristown, NJ
Goldman Sachs Wealth Services
Helder Samagaio is a financial advisor at Goldman Sachs Wealth Services with 19 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following 14 years 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 individuals, 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.
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