Matthew Ward is a Certified Financial Planner (CFP®) with 12 years of industry experience. He is currently a Wealth Advisor at Goldman Sachs Wealth Services, where he has worked since 2021. Prior to this, he held roles at The AYCO Company, L.P./Mercer Allied and HSBC Bank USA, N.A., including HSBC Securities (USA) INC. 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 uses centralized investment resources and model portfolios, offering tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.

Rachel Walsh is a financial advisor with Goldman Sachs Wealth Services in Atlanta, GA, holding a Series 66 designation and five years of industry experience. She has worked at Goldman Sachs since 2019, following roles at The Ayco Company and Mercer Allied. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, and institutional clients. The firm leverages integrated resources across Goldman Sachs affiliates and employs strategic allocation models, tax-aware techniques, and proprietary analytics to tailor investment solutions.

Nadine Virani is a financial advisor with Goldman Sachs Wealth Services in Atlanta, holding a Series 66 designation and 13 years of industry experience. She has worked at Goldman Sachs & Co. LLC since 2019 and previously spent eight years at The AYCO Company, L.P./Mercer Allied. 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 programs such as Private Family Office and Executive Wealth services. The firm leverages integrated resources across the Goldman Sachs ecosystem to tailor strategic investment solutions supported by proprietary analytics and various fee arrangements.

Paul Rogers is a financial advisor with Goldman Sachs Wealth Services in Atlanta, GA, holding a Series 66 designation and 12 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent nine years with 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 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 diverse products and services.

Erin Feist is a financial advisor with Goldman Sachs Wealth Services in Atlanta, GA, holding a Series 66 designation and 15 years of industry experience. Prior to joining Goldman Sachs in 2021, she worked for The AYCO Company, L.P./Mercer Allied from 2009 to 2021. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a wide range of clients, including individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored solutions such as Executive Wealth and Private Family Office support, leveraging centralized investment resources and a mix of discretionary and non-discretionary managers within a large integrated financial group.

Cole Arendsen is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. He holds a Series 66 designation and has previously worked at Oakworth Capital Bank and Omnimax International. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, and institutional clients, providing financial planning and portfolio management supported by specialized programs and access to alternative investments. The firm leverages integrated resources across Goldman Sachs affiliates to deliver tailored strategies, employing advanced analytics and a range of fee structures.

Lila Prevost is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and one year of industry experience. Her prior work includes multiple roles at Goldman Sachs Ayco and experience in event-related roles at the Wells Fargo Championship and The Masters Golf Tournament. 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 a range of discretionary and non-discretionary managers, offering tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Finian Kennedy is a financial advisor at Goldman Sachs Wealth Services based in Atlanta, GA, holding a Series 66 designation with 22 years of industry experience. He has worked with Ayco/Goldman Sachs & Co. LLC since 2019 and previously spent 14 years at The AYCO Company, L.P./Mercer Allied. 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 proprietary and third-party analytics, offering a variety of fee arrangements and platforms within the broader Goldman Sachs ecosystem.

Tiffany Grooms is a financial advisor at Goldman Sachs Wealth Services with four years of industry experience. She holds Series 66 and Series 63 licenses and has worked at Goldman Sachs since 2023. Her prior experience includes roles at Liberty University School of Law, LexisNexis, and The Vanguard Group. Goldman Sachs Wealth Services serves a diverse client base, offering financial planning and portfolio management alongside specialized programs such as Private Family Office services and Financial Wellness. The firm integrates proprietary research, strategic allocation models, and broad capabilities across affiliated Goldman Sachs entities to tailor client solutions.

Travis Pietrusza is a financial advisor with Goldman Sachs Wealth Services in Atlanta, GA, holding a Series 66 designation and 15 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 11 years with 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 high-net-worth individuals, corporate participants, and institutional clients. The firm offers tailored services such as Executive Wealth and Private Family Office support, utilizing centralized investment resources and integrated strategies across affiliated teams.

Julian Koeneman is a financial advisor with Goldman Sachs Wealth Services based in Atlanta, GA. He holds a Series 66 designation and has seven years of industry experience. Prior to his current role, he worked at The Ayco Company, L.P./Mercer Allied, Bank of America Merrill Lynch, and Core States Inc. He also has experience in academic roles at the University of South Carolina. 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 supported by specialized services such as Private Family Office, Executive Wealth programs, and access to Alternative Investments, leveraging extensive resources within the broader Goldman Sachs network.

Catherine Gordon is a financial advisor at Goldman Sachs Wealth Services with seven years of industry experience. She holds Series 65 and Series 63 licenses. Her prior experience includes roles at The Ayco Company, L.P./Mercer Allied, DiSalle Real Estate Company, Swig Restaurant and Catering, and Miami University of Ohio. 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 utilizes strategic and tactical allocation models and offers services such as Private Family Office, Specialized Executive Wealth programs, and access to Alternative Investments.

Maryam Haddad Salleg is a financial advisor with Goldman Sachs Wealth Services in Atlanta, GA, holding a Series 66 designation and one year of industry experience. Prior to joining Goldman Sachs, she held roles at Georgia Tech, including work with the Office of Minority Educational Development and the College of Computing. She also has experience in entrepreneurial ventures, having been involved with Lunatica Pajamas Co. from 2017 to 2021. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base that includes individual investors, corporate participants, executives, and institutional clients. The firm employs strategic and tactical allocation models, manager selections, and a variety of implementation options, while leveraging affiliated Goldman Sachs entities to offer a broad range of services and specialized programs.

Jayesh Intwala is a CFA® charterholder and holds a Series 66 license with 17 years of industry experience. He has worked at The Ayco Company, L.P., Mercer Allied, and Goldman Sachs Wealth Services since 2008, currently serving at Goldman Sachs Wealth Services in Atlanta, GA. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporations, 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.

Rohan Jani is a financial advisor at Goldman Sachs Wealth Services with a Series 66 credential and two years of industry experience. Prior to his current role, he held various positions including multiple engagements at the University of Georgia and a legal firm, Wilson Legal, PC. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base ranging from individual investors to institutional clients. The firm employs strategic and tactical allocation models, manager selections, and a range of implementation options, backed by proprietary and third-party analytics, and offers integrated services across the broader Goldman Sachs ecosystem.

Shannon Traylor is a financial advisor at Goldman Sachs Wealth Services with a Series 66 credential and one year of industry experience. Prior to joining Goldman Sachs AYCO in 2022, Shannon held roles in hospitality and retail, including positions at Georgia Tech Hotel and Conference Center and Athleta. 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 proprietary strategic and tactical allocation models, tax-aware techniques, and integrates capabilities across the broader Goldman Sachs network to tailor solutions for client objectives.

Adam Carll is a CFA® charterholder and Series 63 licensee with seven years of industry experience. He has worked at Goldman Sachs Wealth Services since 2021 and previously held roles at Wilbanks Smith and Thomas Asset Management, LLC and NEPC, LLC. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals, corporations, and institutions. The firm integrates centralized investment resources and multiple management strategies within a large financial group, providing tailored wealth solutions such as private family office support and retirement plan education.

Samantha Goldmann 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 since 2022. Her prior roles include positions at Advantage, Alvarez and Marsal, and The Shelby Report. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporations, and institutions. The firm leverages centralized investment resources and model portfolios, offering tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.

Carson Lake 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 Ayco since 2020. His prior roles include positions at Raymond James, Academy Sports and Outdoors, and several other firms. 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 allocation models, external manager selections, and proprietary analytics to tailor solutions and leverages capabilities across the broader Goldman Sachs ecosystem.

Jasmine Reyes is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and with one year of industry experience. Her work history includes roles at Goldman Sachs & Co. LLC as well as prior positions in education and at the United States Embassy of Sweden. Goldman Sachs Wealth Services advises a broad client base including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm offers financial planning and portfolio management through tailored strategies supported by specialized teams and proprietary research, leveraging the broader Goldman Sachs platform and a variety of advisory services.