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Max S

Series 66

Cohoes, NY

Goldman Sachs Wealth Services

Max Spagnola is a financial advisor at Goldman Sachs Wealth Services with four years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs since 2019. Outside of his advisory role, he is co-owner and bookkeeper of America's Pastime Stables, a horse racing organization. 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.

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

Series 66

Deerfield, IL

Goldman Sachs Wealth Services

Marisa Nafso is a Series 66 licensed financial advisor at Goldman Sachs Wealth Services with less than one year of industry experience. Her work history includes roles at Goldman Sachs & Co. LLC and Merrill Lynch, as well as various positions at Washington University in St. Louis. Goldman Sachs Wealth Services advises a broad client base including individual investors, corporate participants, executives, and institutional clients. The firm offers tailored financial planning and portfolio management supported by specialized executive wealth programs, alternative investments, and advanced portfolio strategies utilizing proprietary analytics and a range of fee arrangements.

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

Series 66

Cohoes, NY

Goldman Sachs Wealth Services

James Pulver 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 Restorative Continuum, LLC for two years, as well as spending three years in full-time education. 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 strategic asset allocation and manager selection with proprietary research and a variety of service platforms, supported by the broader Goldman Sachs ecosystem.

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

CFP®, Series 63

Cohoes, NY

Goldman Sachs Wealth Services

David Eddy is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Goldman Sachs Wealth Services. Prior to joining Goldman Sachs in 2021, he spent 25 years at The AYCO Company, L.P./Mercer Allied. In addition to his advisory career, he has operated The Metro Cafe since 1990. Goldman Sachs Wealth Services advises a diverse client base including individual investors, executives, plan sponsors, and institutional clients. The firm offers tailored financial planning and portfolio management supported by proprietary research, a broad range of specialized programs, and integration with Goldman Sachs affiliates.

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

Series 66

Morristown, NJ

Goldman Sachs Wealth Services

Dominique Fisichella is a financial advisor with Goldman Sachs Wealth Services and holds a Series 66 designation. He has six years of industry experience, including prior roles at The Ayco Company, L.P./Mercer Allied and St. John's University. 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 uses strategic allocation models and a range of advisory platforms while integrating capabilities across Goldman Sachs affiliates.

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

Series 66

Cohoes, NY

Goldman Sachs Wealth Services

Connor Thomas is a financial advisor with Goldman Sachs Wealth Services and holds a Series 66 designation. He has one year of industry experience and has held positions at Goldman Sachs & Co. LLC, MMB + Co., and has experience at Siena University and in community roles including Webster Parks & Recreation and Webster Central School District. 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 offers tailored advisory solutions supported by strategic allocation models, investment manager selections, and a range of platforms and pricing programs, leveraging resources across the Goldman Sachs ecosystem.

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

Series 63, Series 65

Deerfield, IL

Goldman Sachs Wealth Services

Thomas Davidson is a financial advisor with Goldman Sachs Wealth Services, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 16 years with 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, and institutional clients. The firm combines centralized investment resources and model portfolios with 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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Joseph L

Series 66

Newport Beach, CA

Goldman Sachs Wealth Services

Joseph Liao is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and 25 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 21 years with 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 various programs such as Executive Wealth and Private Family Office support, leveraging its position 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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Timothy S

Series 66

Troy, MI

Goldman Sachs Wealth Services

Timothy Stephens is a financial advisor at Goldman Sachs Wealth Services with 18 years of industry experience. He holds the Series 66 designation and previously worked for The AYCO Company, L.P./Mercer Allied from 2007 to 2021. Stephens has been with Goldman Sachs since 2021. 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 solutions including executive and personal wealth management, private family office support, and retirement plan education, leveraging centralized investment resources and a mix of discretionary and non-discretionary managers.

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

Series 66

Cohoes, NY

Goldman Sachs Wealth Services

Philip Chieco is a Series 66-licensed financial advisor at Goldman Sachs Wealth Services with eight years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously held roles at The Ayco Company, L.P./Mercer Allied, AXA Advisors, and Xerox. 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 model portfolios, offering 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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Andrew M

Series 66

Newport Beach, CA

Goldman Sachs Wealth Services

Andrew Montoya 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 that includes roles at Franklin and Marshall College and Context Capital Partners. 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 offers a range of tailored investment strategies and wealth management solutions, integrating resources from various Goldman Sachs affiliates.

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

Series 66

Morristown, NJ

Goldman Sachs Wealth Services

Ryan Madonna is a Series 66-licensed advisor with Goldman Sachs Wealth Services in Morristown, NJ. He has been with Goldman Sachs & Co. LLC since 2023 and has prior experience at Asset Staffing. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to individual, high-net-worth, corporate, charitable, and institutional clients. The firm utilizes centralized investment resources and offers a range of tailored services including Executive Wealth, Personal Wealth, and Private Family Office support.

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

Series 66

Troy, MI

Goldman Sachs Wealth Services

Michael Bluhm is a Series 66 licensed financial advisor with 18 years of industry experience. He has worked at Goldman Sachs Wealth Services since 2021 and previously spent 15 years at The AYCO Company, L.P./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 offers tailored services including 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.

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

Series 66

Cohoes, NY

Goldman Sachs Wealth Services

John Ragozzino is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and two years of industry experience. Before joining Goldman Sachs in 2025, he held positions at Maxim Group LLC and was involved in the hospitality sector at Huntington Tap Room and On the Docks Restaurant. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm provides tailored financial planning and portfolio management using a combination of strategic allocation models, manager selections, and a range of implementation platforms, supported by integrated resources across the broader Goldman Sachs organization.

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

Series 66

Cohoes, NY

Goldman Sachs Wealth Services

Matthew Williams is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and 10 years of industry experience. He has worked at The Ayco Company, L.P./Mercer Allied since 2015. 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, delivering tailored services through both direct and partner programs.

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

Series 63, Series 66

New York, NY

Goldman Sachs Wealth Services

Stephanie Scorziello is a financial advisor at Goldman Sachs Wealth Services with six years of industry experience. She holds Series 63 and Series 66 designations. Her prior roles include positions at Ayco and Advantage XPO, as well as accounting and consulting experience in New York. Goldman Sachs Wealth Services advises a broad client base, including individual investors, executives, and institutional clients, providing financial planning and portfolio management with access to specialized programs and alternative investments. The firm integrates strategic investment models and proprietary analytics, offering tailored solutions through various fee arrangements and platforms.

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

Series 66

Saratoga Springs, NY

Goldman Sachs Wealth Services

Christopher Sutton is a Series 66-licensed financial advisor with nine years of industry experience, currently working at Goldman Sachs Wealth Services since 2021. His prior roles include positions at The Ayco Company, Northwestern Mutual, Lyft, and Uber. 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 utilizes strategic allocation models and proprietary analytics, integrating resources across the Goldman Sachs ecosystem to provide tailored investment solutions.

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

Series 66, Series 65

Deerfield, IL

Goldman Sachs Wealth Services

Kirstin Wiskirchen is a financial advisor with Goldman Sachs Wealth Services, holding Series 65 and Series 66 licenses and bringing 15 years of industry experience. She worked at The AYCO Company, L.P./Mercer Allied for 11 years before joining Goldman Sachs in 2019. 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 integrates strategic and tactical allocation models, manager selections, and both discretionary and non-discretionary implementations, offering access to a broad range of investment options and affiliated services within the Goldman Sachs ecosystem.

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

Series 66

Troy, MI

Goldman Sachs Wealth Services

Kelsey Zukowski is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and nine 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 2016 to 2021. 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 specialized programs such as Private Family Office services and Executive Wealth programs, supported by an integrated network across Goldman Sachs affiliates.

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

CFP®, Series 63

Austin, TX

Goldman Sachs Wealth Services

Michael Sullivan is a CFP®-certified financial advisor with 29 years of industry experience, currently serving at Goldman Sachs Wealth Services since 2018. His prior roles include positions at Cetera Advisor Networks, United Capital Financial Advisers, Girard Securities, and Valhaven Wealth. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporate sponsors, and institutional clients. The firm leverages centralized investment resources and affiliated teams to deliver tailored wealth management solutions and operates within a large integrated financial group with a range of specialized services.

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