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Kaelyn M

Series 66

Boston, MA

Goldman Sachs Wealth Services

Kaelyn Marsano is a financial advisor at Goldman Sachs Wealth Services in Boston, MA, holding a Series 66 designation with 10 years of industry experience. She has worked at Goldman Sachs & Co. LLC since 2021 and previously spent six years at The AYCO Company, L.P./Mercer Allied. 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 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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Zachary P

Series 63, Series 65

Atlanta, GA

Goldman Sachs Wealth Services

Zachary Prescott 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 15 years at The Ayco Company, L.P./Mercer Allied. Prescott serves on the Investment Committee and Board of Trustees as well as the Executive Committee for High Meadows School, a nonprofit educational institution in Roswell, Georgia. Goldman Sachs Wealth Services advises a diverse client base including individual investors, executives, and institutional clients, providing financial planning and portfolio management through tailored strategies. The firm integrates resources across Goldman Sachs affiliates to offer a wide range of services, including Private Family Office solutions, Specialized Executive Wealth programs, and access to alternative investments.

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

Series 66

New York, NY

Goldman Sachs Wealth Services

Cheryl Hunter is a Series 66-registered financial advisor with Goldman Sachs Wealth Services in New York, NY, with 17 years of industry experience. She has been with Goldman, Sachs & Co. since 1995, accumulating over three decades at the firm. Goldman Sachs Wealth Services advises a broad client base, including individual investors, executives, plan sponsors, and institutional clients, providing financial planning and portfolio management alongside specialized offerings such as Private Family Office and Executive Wealth programs. The firm integrates strategic allocation models, manager selections, and multiple implementation approaches, supported by the broader Goldman Sachs ecosystem and a range of operational tools including AI-driven analytics.

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

Series 66

Atlanta, GA

Goldman Sachs Wealth Services

Dre'ameerha Walker is a financial advisor at Goldman Sachs Wealth Services with seven years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs since 2018, previously employed at The Ayco Company, L.P./Mercer Allied, The Reynolds and Reynolds Company, SDI La Farga, and Indiana Institute of Technology. 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 uses strategic allocation models and proprietary analytics, delivering customized solutions through various fee arrangements and leveraging the broader Goldman Sachs ecosystem.

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

Series 66

Troy, MI

Goldman Sachs Wealth Services

Cameron Schneider is a financial advisor at Goldman Sachs Wealth Services with 13 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs since 2021, following seven years at The AYCO Company, L.P./Mercer Allied. 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 integrates centralized investment resources and offers tailored wealth solutions through a combination of discretionary and non-discretionary management.

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

Series 66

Jersey City, NJ

Goldman Sachs Wealth Services

Daniel Brennan is a financial advisor at Goldman Sachs Wealth Services with a Series 66 license and two years of industry experience. His background includes service in the United States Army from 2016 to 2021 and work at the University of Miami before joining Goldman Sachs. Goldman Sachs Wealth Services serves a broad client base, offering financial planning and portfolio management tailored to individual investors, corporate clients, executives, and institutional clients, supported by strategic allocation models and integration across the Goldman Sachs platform.

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

Series 66

Boston, MA

Goldman Sachs Wealth Services

Abigail Gonzalez 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 Goldman Sachs LLC and Goldman Sachs Ayco. Outside of finance, she has experience in the hospitality industry, including roles at Delmonico's Italian Steakhouse and Guptills Ice Cream. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, and institutional clients, offering tailored financial planning and portfolio management. The firm integrates resources across the Goldman Sachs ecosystem to provide a wide range of advisory services and investment strategies.

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

Series 66

Saratoga Springs, NY

Goldman Sachs Wealth Services

Laura Carroll is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services, based in Saratoga Springs, NY, and has 18 years of industry experience. Prior to joining Goldman Sachs in 2021, she spent 14 years with The Ayco Company, L.P./Mercer Allied. Outside of her advisory role, she is a co-owner of Divine Sole, LLC, a footwear retail business in Saratoga Springs. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including individual and high-net-worth households, corporate clients, and institutions. The firm combines centralized investment resources and model portfolios with a range of discretionary and non-discretionary managers, delivering tailored wealth management solutions 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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Joshua P

Series 66

Cohoes, NY

Goldman Sachs Wealth Services

Joshua Perry is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and 13 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent nine years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services serves a diverse client base including individual investors, executives, plan sponsors, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm integrates resources from across the Goldman Sachs ecosystem to deliver tailored investment strategies supported by advanced analytics and a range of service platforms.

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

Series 66

Canonsburg, PA

Goldman Sachs Wealth Services

Zachary Bargar is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Hefren-Tillotson and West Advisory Group, as well as periods as a full-time student. Goldman Sachs Wealth Services advises a diverse client base 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 a range of implementation platforms supported by proprietary research and analytics.

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

Series 66

Cohoes, NY

Goldman Sachs Wealth Services

David Parseghian is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and bringing 16 years of industry experience. He has been with Goldman Sachs and its affiliated entities since 2009, including roles at The Ayco Company and Mercer Allied. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals, corporate participants, and institutional clients. The firm employs a centralized investment approach with access to a broad range of strategies and integrates services across its affiliated entities, including banking and retirement consulting.

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

Series 66

Cohoes, NY

Goldman Sachs Wealth Services

Chandler Rauch is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and approximately one year of industry experience. His background includes roles at Trustco Bank and Siena College, along with service in the United States Marine Corps Reserves from 2017 to 2023. Outside of finance, he was involved with LionHeart Pub and Brewery from 2021 to 2022. 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 employs strategic and tactical allocation models and offers services that integrate various Goldman Sachs affiliates, delivering a range of investment and wealth management solutions.

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

Series 66

Cohoes, NY

Goldman Sachs Wealth Services

Nicholas Dicostanzo is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and one year of industry experience. His prior work experience includes roles at Andersen Tax and The Cheesecake Factory. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals and institutional clients, utilizing centralized investment resources and integrated financial services across its affiliates.

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

Series 66

Troy, MI

Goldman Sachs Wealth Services

Matthew Faulkner is a financial advisor at Goldman Sachs Wealth Services with 13 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following nine years at The AYCO Company, L.P./Mercer Allied. 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 range of tailored offerings delivered through an integrated financial services platform.

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

Series 66

Morristown, NJ

Goldman Sachs Wealth Services

Giovanni Sciancalepore is a financial advisor at Goldman Sachs Wealth Services with eight years of industry experience. He holds a Series 66 designation and has previously worked at The Ayco Company, L.P./Mercer Allied and Ferraro Foods Inc. before joining Goldman Sachs in 2019. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate executives, plan sponsors, and institutional clients. The firm employs tailored investment strategies supported by proprietary research and integrates capabilities across the broader Goldman Sachs ecosystem to offer a range of advisory and wealth management solutions.

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

Series 66

Newport Beach, CA

Goldman Sachs Wealth Services

Danielle Britton is a financial advisor with Goldman Sachs Wealth Services in Newport Beach, CA. She holds a Series 66 designation and has recently started her career in the financial industry, having joined Goldman Sachs in 2025. Prior to her current role, she held various positions including roles at Bartlett, Pringle & Wolf and teaching positions at Wake Forest University and San Marcos High School. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate and employer-sponsored participants, executives, plan sponsors, and institutional clients. The firm offers financial planning, portfolio management, and specialized wealth programs, utilizing strategic and tactical allocation models and a wide range of investment and operational tools within the larger Goldman Sachs ecosystem.

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

Series 66

Dallas, TX

Goldman Sachs Wealth Services

Ariel Webb is a financial advisor at Goldman Sachs Wealth Services with nine years of industry experience. Webb holds a Series 66 designation and has worked previously at The Ayco Company, Mercer Allied, UberEats, and Morgan Stanley. 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 integrates a range of affiliated products and services within a large financial group.

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

Series 66

Morristown, NJ

Goldman Sachs Wealth Services

Maria Kaldas 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 2022. Her prior experience includes roles at Ocean Power Technologies, Rutgers University, and the Young Women's Christian Association. Goldman Sachs Wealth Services advises a broad client base including individual investors, corporate participants, executives, and institutional clients. The firm offers financial planning, portfolio management, and specialized services such as Private Family Office programs and access to Alternative Investments, using both discretionary and non-discretionary approaches supported by proprietary analytics and integrated resources across the Goldman Sachs platform.

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

Series 65, Series 63

Cohoes, NY

Goldman Sachs Wealth Services

Raziq Farhat is a financial advisor with Goldman Sachs Wealth Services, holding Series 65 and Series 63 licenses and bringing seven years of industry experience. His prior roles include positions at The Ayco Company, L.P./Mercer Allied and The College of Saint Rose. He is based in Cohoes, NY. 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 employs strategic and tactical allocation models and offers a range of services such as Private Family Office and Specialized Executive Wealth programs, leveraging an integrated platform that includes affiliated Goldman Sachs entities and advanced analytics.

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

Series 66

Cohoes, NY

Goldman Sachs Wealth Services

Andrea Gregory is a financial advisor at Goldman Sachs Wealth Services with nine years of industry experience. She holds a Series 66 designation and previously worked at The Ayco Company, L.P./Mercer Allied and Sylvan Learning Center. Outside of her advisory work, she runs the Tortured Poets Book Club, a TikTok account where she posts videos analyzing Taylor Swift song lyrics. Goldman Sachs Wealth Services serves a diverse client base, including individual investors, executives, plan sponsors, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm’s advisory teams use strategic allocation models, manager selections, and both discretionary and non-discretionary implementations, supported by proprietary and third-party analytics, to tailor plans and portfolios to client objectives.

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