John Riker is a financial advisor at Goldman Sachs Wealth Services with six years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs since 2022. Prior to that, he was employed at The Prudential Insurance Company of America, Pruco Securities LLC, AXA Advisors LLC, and held roles at Ithaca College and the Capital District YMCA. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including individual, high-net-worth, corporate, charitable, and institutional clients. The firm utilizes centralized investment resources and a combination of discretionary and non-discretionary managers while providing tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.

Austin Kattenhorn is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services in New York, NY. He has two years of industry experience and has previously worked at Brigham Young University, Point32Health, TAB Bank, and Chick-fil-A. Goldman Sachs Wealth Services provides financial planning and portfolio management to a wide range of clients including individual investors, corporate participants, executives, and institutional clients. The firm uses tailored strategic and tactical allocation models and offers access to Alternative Investments, integrating resources from across the Goldman Sachs ecosystem.

Stephen Hanak is a financial advisor at Goldman Sachs Wealth Services with 11 years of industry experience and a Series 66 designation. He has worked at Goldman Sachs & Co. LLC since 2019 and previously worked at The AYCO Company, L.P./Mercer Allied for six years. Goldman Sachs Wealth Services advises a diverse client base including individual investors, executives, plan sponsors, and institutional clients. The firm offers financial planning and portfolio management supported by specialized programs and integrates capabilities from across Goldman Sachs affiliates to tailor strategies and solutions to client objectives.

Dev Patel is a financial advisor with Goldman Sachs Wealth Services in Atlanta, GA, holding a Series 66 designation and three years of industry experience. He has worked at Goldman Sachs since 2022 and previously held positions at KPMG, SHIVAM LLC, and Delve Risk. 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 solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Nishtha Agarwal is a financial advisor with Goldman Sachs Wealth Services holding a Series 66 designation and two years of industry experience. Her background includes roles at Ayco, Goldman Sachs, and involvement with Union College’s Economics Department and Market. She also has experience with Invest India and has held various positions during her academic tenure. 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 utilizes strategic investment models and a broad range of platforms, leveraging resources across the Goldman Sachs ecosystem to offer tailored advice and access to alternative investments.

Daniel Helms is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs since 2022, following a year at JPMorgan Chase & Co. Prior to his financial career, he served in the United States Marine Corps and worked for the Utah County Fire Department. 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 leverages centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.

Anna Kurzydlo is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. She holds a Series 66 designation and has been with Goldman Sachs and its affiliates since 2022. Outside of her advisory role, she has been involved with Swimmers for Life since 2014. Goldman Sachs Wealth Services serves a diverse client base that includes individual investors, corporate participants, executives, and institutional clients. The firm provides tailored financial planning and portfolio management supported by strategic allocation models, manager selections, and a range of fee and platform options, leveraging the broader Goldman Sachs ecosystem for expanded product access and specialized services.

Jodie Kim is a financial advisor at Goldman Sachs Wealth Services with four years of industry experience. She holds the Series 66 designation and has previously worked at Stephen Yim's Estate Planning Firm and The Wooden Floor. 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 services tailored through strategic allocation models and access to a wide range of investment options and affiliated Goldman Sachs capabilities.

Matthew Hall is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and 15 years of industry experience. He has worked at The AYCO Company, L.P./Mercer Allied since 2008. 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 services such as Executive Wealth and Private Family Office support within a large integrated financial group.

Sarah Locher is a Series 66 licensed financial advisor at Goldman Sachs Wealth Services with one year of industry experience. Her prior roles include positions at Amazon, Hybrytec, Veron, and consulting at Umbrex, as well as multiple academic appointments at the University of Southern California. Goldman Sachs Wealth Services serves a wide range of clients, including individuals, executives, plan sponsors, and institutions, providing financial planning, portfolio management, and specialized wealth programs. The firm leverages strategic allocation models, manager selection, and proprietary analytics within the broader Goldman Sachs ecosystem to tailor client solutions.

Jake Mossing is a financial advisor at Goldman Sachs Wealth Services with four years of industry experience. He holds a Series 66 designation and has previously worked at Florida State University, Acumen Wealth Advisors, and the Tennessee Department of Environment and Conservation. Outside of finance, he appeared as a participant on the televised game show Family Feud in 2026. Goldman Sachs Wealth Services advises a diverse client base—including individual investors, executives, plan sponsors, and institutional clients—offering financial planning, portfolio management, and specialized programs. The firm integrates strategic allocation models and manager selections with proprietary analytics and benefits from broad capabilities across the Goldman Sachs ecosystem.

Madison Deak is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. They hold the Series 66 designation and have worked at Goldman Sachs & Co. LLC since 2024. Outside of their advisory role, Madison works part-time as a grocery delivery employee for Instacart Inc. Goldman Sachs Wealth Services provides financial planning and portfolio management to a wide range of clients, including individual investors, corporate participants, executives, and institutional clients. The firm employs strategic and tactical allocation models and offers access to a broad array of investment services through its integration with the broader Goldman Sachs ecosystem.

Thomas Conigliaro is a CFA® charterholder with 25 years of industry experience. He is currently with Goldman Sachs Wealth Services and has prior experience at S&P Global, OpenExchange, and IHS Markit. Goldman Sachs Wealth Services advises a diverse client base including individual investors, executives, plan sponsors, and institutional clients, offering financial planning and portfolio management alongside specialized wealth and financial wellness programs. The firm employs strategic and tactical allocation models supported by proprietary research and integrates capabilities across the broader Goldman Sachs ecosystem.

Afsana Shahid is a financial advisor at Goldman Sachs Wealth Services with three years of industry experience. She holds Series 63 and Series 66 designations and has worked previously at JPMorgan Securities LLC and JPMorgan Chase Bank NA. Shahid began her career after graduating from the University of Michigan. 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 solutions such as Executive Wealth and Private Family Office support, operating within a large integrated financial group with access to a broad range of affiliated services.

Nicholas Marsh is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and 14 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent ten years 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 individuals, high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and a combination of discretionary and non-discretionary managers, providing tailored solutions such as Executive Wealth, Personal Wealth, and Private Family Office support within a large integrated financial group.

Lauren Moskowitz is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and two years of industry experience. She has worked at Goldman Sachs since 2022 and has prior experience in educational roles at Georgia College & State University. Outside of her advisory work, she is a seasonal part-time sales associate for Lululemon Athletica Inc. in Atlanta, GA. Goldman Sachs Wealth Services provides financial planning, investment management, and related advisory support to a diverse client base, including individual and high-net-worth households, corporate and institutional clients. The firm utilizes centralized investment resources and model portfolios, offering tailored solutions through both discretionary and non-discretionary managers within a large integrated financial group.

Caroline Scisci is a financial advisor at Goldman Sachs Wealth Services with six years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2019. Prior to that, she was employed at The Ayco Company, L.P./Mercer Allied and Schneider Downs and Co. 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, leveraging its affiliation with a large integrated financial group.

Grace Fletcher is a financial advisor at Goldman Sachs Wealth Services with four years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs since 2020, with prior roles including positions at United Wholesale Mortgage and Ferris 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 programs such as Private Family Office and Executive Wealth services. The firm utilizes strategic allocation models, manager selections, and a variety of platforms supported by proprietary analytics and integration within the broader Goldman Sachs ecosystem.

Grainne D Arcy is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. She holds a Series 66 designation and has worked at several firms, including Goldman Sachs & Co. LLC, DoorDash, and Instacart. Her prior roles also include positions at entrepreneurial and service-oriented companies such as District Donuts and Rover. 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 and a range of advisory platforms, supported by integrated proprietary research and tools within the broader Goldman Sachs ecosystem.

Kaylee Merlow is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and six years of industry experience. She has worked at Goldman Sachs since 2019 and previously held roles at The Ayco Company, L.P./Mercer Allied, Albany Management, and State Farm. Outside of finance, she was involved with Caffe Vero for eight years. 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, leveraging proprietary research, multiple fee arrangements, and integrated services across the broader Goldman Sachs ecosystem.