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Ryan G
CFP®, ChFC®, Series 66
Saratoga Springs, NY
Goldman Sachs Wealth Services
Ryan Gronostaj is a CFP®, ChFC®, and Series 66 credentialed advisor with nine years of industry experience. He has been with Goldman Sachs Wealth Services since 2019 and previously worked at The AYCO Company, L.P./Mercer Allied from 2016 to 2021. He also served on the faculty at The College of Saint Rose from 2016 to 2021. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, plan sponsors, and institutions. The firm offers tailored investment strategies supported by a range of proprietary and third-party analytics, and leverages its integration within the Goldman Sachs ecosystem to deliver comprehensive wealth management solutions.
Katherine S
Series 66
Boston, MA
Goldman Sachs Wealth Services
Katherine Schultz is a financial advisor at Goldman Sachs Wealth Services in Boston, MA, holding a Series 66 designation with one year of industry experience. Her prior experience includes roles at UBS and Goldman Sachs & Co. LLC, as well as managing Perks Coffee Shop and Beer Garden. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, plan sponsors, and institutional clients, providing financial planning, portfolio management, and specialized wealth programs. The firm uses both strategic and tactical allocation models and integrates resources from across the Goldman Sachs ecosystem to deliver customized advice and access to alternative investments.
Anna M
CFP®, Series 66
Saratoga Springs, NY
Goldman Sachs Wealth Services
Anna Millea is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Goldman Sachs Wealth Services since 2021. She previously worked for The AYCO Company, L.P./Mercer Allied for 11 years. Outside of her advisory role, she is a partial owner and general manager of Bright Hog LLC, a vacation rental property. Goldman Sachs Wealth Services offers financial planning and investment management to a diverse client base, including individuals, high-net-worth households, and institutional clients. The firm utilizes centralized investment resources and model portfolios, delivering tailored advisory support through both discretionary and non-discretionary management strategies.
Audie M
Series 66, Series 65
Deerfield, IL
Goldman Sachs Wealth Services
Audie Murphy is a financial advisor at Goldman Sachs Wealth Services with Series 65 and Series 66 credentials and four years of industry experience. His prior roles include positions with the Pittsburgh Penguins, Cincinnati Reds, and Utica Comets, as well as academic affiliations with Syracuse University and Le Moyne College. Goldman Sachs Wealth Services serves a diverse client base, including individual investors, corporate executives, and institutional clients, providing financial planning, portfolio management, and specialized wealth programs. The firm utilizes strategic allocation models and advanced analytics, supported by affiliated Goldman Sachs entities, to tailor investment solutions across various fee structures and platforms.
Callum A
Series 66
Newport Beach, CA
Goldman Sachs Wealth Services
Callum Abernethy is a Series 66 licensed advisor at Goldman Sachs Wealth Services with one year of industry experience. His background includes roles at FS Investments and M2O Private Fund Advisors, as well as academic positions at the University of Pennsylvania. 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 allocation models and manager selections with a broad array of affiliated capabilities across the Goldman Sachs ecosystem.
Edward D
Series 66
Atlanta, GA
Goldman Sachs Wealth Services
Edward Dunphy is a financial advisor with Goldman Sachs Wealth Services based in Atlanta, GA. He holds a Series 66 credential and has 25 years of industry experience, including 21 years with The AYCO Company, L.P./Mercer Allied and five years at Goldman Sachs. Outside of finance, he owns and operates Dunphy Racing LLC, an automobile racing and parts shop, and is involved as an actor and purchaser of car parts for a racing-related reality TV show. Goldman Sachs Wealth Services provides financial planning and portfolio management for a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm integrates strategic and tactical investment models with access to various specialized programs and affiliated Goldman Sachs entities to serve client objectives through multiple platforms and fee arrangements.
Brian W
Series 66
Cohoes, NY
Goldman Sachs Wealth Services
Brian Woodfield is a Series 66-licensed financial advisor with 16 years of industry experience. He has worked at Goldman Sachs Wealth Services since 2021 and previously spent five years with 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 combines centralized investment resources with tailored offerings such as Executive Wealth and Private Family Office support, operating within a large integrated financial group that includes banking and futures capabilities.
Bernie Z
Series 63, Series 65
Minneapolis, MN
Goldman Sachs Wealth Services
Bernie Zeruhn is a financial advisor with Goldman Sachs Wealth Services in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He previously worked at The AYCO Company, L.P./Mercer Allied for 24 years before joining Goldman Sachs in 2021. Outside of his advisory role, he serves as a referee for youth soccer matches with the Minnesota State Referee Committee. 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 leverages centralized investment resources and offers tailored financial solutions through integrated teams and affiliated entities.
Rene L
Series 66, Series 65
Dallas, TX
Goldman Sachs Wealth Services
Rene Lopezvictoria is a financial advisor at Goldman Sachs Wealth Services with 11 years of industry experience. He holds the Series 66 and Series 65 credentials. His prior experience includes a role at United Capital Financial Advisers, LLC. Goldman Sachs Wealth Services provides financial planning and portfolio management for a diverse client base, including individual investors, executives, plan sponsors, and institutional clients. The firm’s advisory teams customize strategies using proprietary allocation models and offer a range of fee arrangements, leveraging capabilities across the broader Goldman Sachs organization.
Michael M
Series 63, Series 66
Newport Beach, CA
Goldman Sachs Wealth Services
Michael Mackesy II is a financial advisor at Goldman Sachs Wealth Services with seven years of industry experience. He holds the Series 63 and Series 66 designations and has prior experience at The Ayco Company, Mercer Allied, and Northwestern Mutual Investment Services. Outside of his advisory role, he is involved in dog breeding in Escondido, California. Goldman Sachs Wealth Services serves a diverse client base including individual investors, executives, plan sponsors, and institutional clients, offering financial planning and portfolio management along with specialized wealth programs. The firm integrates resources across Goldman Sachs affiliates to provide tailored investment strategies and a broad range of advisory services.
Matthew V
Series 66
Cohoes, NY
Goldman Sachs Wealth Services
Matthew Valentine is a financial advisor at Goldman Sachs Wealth Services with 18 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs since 2021, following a 14-year tenure at The Ayco Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to individual and high-net-worth clients, as well as corporate, charitable, and institutional participants. The firm utilizes centralized investment resources and a combination of discretionary and non-discretionary managers, offering tailored solutions such as Executive Wealth and Private Family Office support.
Isaac H
Series 66
Atlanta, GA
Goldman Sachs Wealth Services
Isaac Haugen is a financial advisor with Goldman Sachs Wealth Services in Atlanta, GA. He holds a Series 66 designation and has experience working at Goldman Sachs & Co. LLC and JP Morgan Private Bank. His background includes roles in education and storytelling prior to entering the financial industry. Goldman Sachs Wealth Services advises a broad client base including individual investors, corporate participants, executives, and institutional clients. The firm provides financial planning and portfolio management with tailored strategies, leveraging proprietary research, alternative investments, and integrated capabilities across the Goldman Sachs network.
Timothy B
Series 63
Cohoes, NY
Goldman Sachs Wealth Services
Timothy Buff is a financial advisor with Goldman Sachs Wealth Services, holding a Series 63 designation and nine years of industry experience. His career includes roles at Goldman Sachs & CO. LLC since 2017 and prior experience at The Ayco Company, L.P./Mercer Allied. He also worked at Le Moyne College earlier in his career. 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 allocation models and proprietary analytics, integrating capabilities across the Goldman Sachs ecosystem to provide tailored investment solutions.
Thomas R
Series 63
Cohoes, NY
Goldman Sachs Wealth Services
Thomas Ruppel is a financial advisor at Goldman Sachs Wealth Services with eight years of industry experience. He holds a Series 63 designation and has worked previously at The Ayco Company, L.P./Mercer Allied, AXA Advisors LLC, and SUNY Oneonta. Outside of financial services, he was involved with T Shirt Graphics for two years. 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 model portfolios, offering tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.
Faye A
Series 66
Cohoes, NY
Goldman Sachs Wealth Services
Faye Abou Nafeh is a financial advisor at Goldman Sachs Wealth Services holding a Series 66 designation. She joined the firm in 2025 and has prior experience at the Maxwell School of Citizenship and Public Affairs and Cosmea for Trade and Industry. 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 leverages centralized investment resources and a broad range of affiliated and unaffiliated managers to deliver tailored wealth management solutions.
Philip G
Series 66
Cohoes, NY
Goldman Sachs Wealth Services
Philip Geleta is a financial advisor at Goldman Sachs Wealth Services with three years of industry experience. He holds a Series 66 designation and has worked previously at Merrill and Zeem Solutions. Prior to his advisory career, he held roles at Toms Tents of Halfmoon and Dicks Sporting Goods, and he attended the University at Albany. 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 leverages centralized investment resources and affiliated teams to deliver tailored wealth management solutions across a variety of offerings.
James H
Series 66
Cohoes, NY
Goldman Sachs Wealth Services
James Halley 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 & Co. LLC since 2021, following an 11-year tenure at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services offers 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, delivering tailored solutions through both discretionary and non-discretionary management within a large integrated financial group.
Skylar P
Series 66
Dallas, TX
Goldman Sachs Wealth Services
Skylar Pitman is a financial advisor with Goldman Sachs Wealth Services in Dallas, TX, holding a Series 66 designation. Pitman has been with Goldman Sachs since 2025, with prior experience that includes roles at Texas A&M University and Broadway Roofing. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients. The firm offers comprehensive financial planning and portfolio management services, leveraging strategic allocation models and proprietary research within the broader Goldman Sachs network.
Brady G
Series 66
Atlanta, GA
Goldman Sachs Wealth Services
Brady Gockel is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and Northwestern Mutual. 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 through tailored strategies, leveraging proprietary research and a broad range of affiliated resources across the Goldman Sachs network.
Amira G
Series 66
Deerfield, IL
Goldman Sachs Wealth Services
Amira Garwood is a financial advisor at Goldman Sachs Wealth Services with a Series 66 credential and one year of industry experience. Her prior work includes roles at Fidelity Investments and Robert W. Baird, as well as academic experience at Purdue University. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm employs strategic and tactical allocation models and offers a range of advisory services, leveraging integrated capabilities across the broader Goldman Sachs network.
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