Meghan Ocarroll is a financial advisor at Goldman Sachs Wealth Services with four years of industry experience and a Series 66 license. She has been with Goldman Sachs Ayco Personal Financial Management since 2017 and previously worked at NBC Universal Media LLC. 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 tailors investment strategies using proprietary research and offers a range of specialized services such as Private Family Office programs and Financial Wellness initiatives.

Clare Dolan is a financial advisor at Goldman Sachs Wealth Services with 11 years of industry experience. She holds Series 65 and Series 66 licenses and has been with Goldman Sachs & Co. since 2014. Based in New York, NY, she works within an enterprise firm that serves a diverse client base. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to individual, high-net-worth, corporate, charitable, and institutional clients. The firm uses centralized investment resources and model portfolios, offering a range of tailored services including Executive Wealth and Private Family Office support.

Kiera Brennan is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and two years of industry experience. She previously worked at PricewaterhouseCoopers LLC and has held various roles including at Burn Boot Camp and the University of South Carolina. 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 with access to specialized programs and alternative investments, leveraging various Goldman Sachs affiliates and advanced analytics in its approach.

Blaine Dunn is a financial advisor at Goldman Sachs Wealth Services with 19 years of industry experience. He holds a Series 63 designation and has worked at Goldman Sachs & Co. LLC since 2021, following 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 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 to deliver tailored wealth management solutions.

Andrew Lewis is a Series 66 licensed financial advisor with six years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2019, following previous roles at The Ayco Company, L.P./Mercer Allied and Enterprise Rent A Car. His academic background includes four years at Clarkson University. Goldman Sachs Wealth Services provides financial planning and portfolio management for a diverse client base, including individual investors, executives, and institutional clients. The firm utilizes strategic allocation models and proprietary research tools, offering a range of fee arrangements and access to specialized programs and alternative investments.

Alexander Bzdell 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 Goldman Sachs Ayco and Northwestern Mutual. His background includes four years at Colgate University and several years in other roles prior to entering the financial industry. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients. The firm offers tailored financial planning and portfolio management services supported by proprietary strategy models, manager selections, and a variety of fee arrangements, leveraging integration with the broader Goldman Sachs ecosystem.

Michael Namon is a financial advisor at Goldman Sachs Wealth Services with four years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Arcturus Intelligence and held several roles outside the financial sector, including positions at Trinity College, Lululemon, and National Hockey Training. 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 and proprietary analytics within the broader Goldman Sachs ecosystem to deliver tailored investment solutions.

John Depaola is a financial advisor at Goldman Sachs Wealth Services with nine years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Goldman Sachs since 2018, previously spending time at Ayco and in educational roles. Goldman Sachs Wealth Services advises individual investors, corporate participants, executives, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm uses strategic allocation models and proprietary analytics, providing clients access to a broad range of Goldman Sachs affiliates and products.

Stephen Archer is a financial advisor at Goldman Sachs Wealth Services with nine years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021. Prior to this, he was with The Ayco Company, L.P./Mercer Allied for five years. Goldman Sachs Wealth Services serves 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 strategic allocation models and proprietary analytics to tailor solutions and offers access to a wide range of integrated services within the broader Goldman Sachs ecosystem.

Michael Barry 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 2022. Prior to this, his background includes roles in insurance and hospitality. 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 provides financial planning and portfolio management supported by strategic allocation models, manager selections, and an integrated approach across affiliated Goldman Sachs entities.

Ryan Carroll is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. He holds a Series 66 designation and has worked previously at Arrow Financial Corporation and several other organizations. Outside of his advisory role, he serves as a referee for USA Hockey, a nonprofit athletic organization. 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, utilizing strategic allocation models and proprietary analytics, and offers access to specialized programs and alternative investments.

James Bernard is a financial advisor with Goldman Sachs Wealth Services, holding Series 63 and Series 65 credentials and seven years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2018 and previously held roles at The Ayco Company, L.P./Mercer Allied and several other firms. 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 investment strategies supported by a broad range of affiliated resources and specialized programs such as Private Family Office services and Financial Wellness initiatives.

Rithika Katpally is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. She holds a Series 66 designation and has previously worked at Boston College and Renuka Plasti Crafts. Goldman Sachs Wealth Services advises a broad client base, including individual investors, corporate participants, executives, and institutional clients. The firm offers financial planning and portfolio management, leveraging strategic allocation models and a range of advisory platforms supported by integrated capabilities across the Goldman Sachs network.

Ryan Ventre is a financial advisor at Goldman Sachs Wealth Services with 15 years of industry experience. He holds the Series 66 designation and has been with The Ayco Company L.P. since 2010. Goldman Sachs Wealth Services provides financial planning, investment management, and related advisory support to a broad range of clients, including individual and high-net-worth households, corporate participants, and institutional clients. The firm offers tailored services such as Executive Wealth and Private Family Office support, leveraging centralized investment resources and a range of discretionary and non-discretionary managers.

Zachary Augliano is a CFP® and holds a Series 66 license with 10 years of industry experience. He currently works at Goldman Sachs Wealth Services and has prior experience with UBS Financial Services, United Professional Advisors, and Ameritas. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to individual, high-net-worth, corporate, charitable, and institutional clients. The firm uses centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support, operating within a large integrated financial group with access to a broad range of affiliated financial capabilities.

Yixiang Huang is a financial advisor at Goldman Sachs Wealth Services with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including The Ayco Company LP and Barhems Corporation. 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 integrates proprietary research and a broad range of affiliated capabilities to tailor strategies and deliver comprehensive advisory services.

Alexander Bogdanov is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. He holds the Series 66 designation and has previously worked at Charles Schwab and Bank of America. Prior to entering the financial industry, he spent several years in education and worked at the Strozier Library. 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, operating within a large integrated financial group with a range of specialized capabilities.

Daniel Josepher is a financial advisor at Goldman Sachs Wealth Services with nine years of industry experience. He holds a Series 66 designation and previously worked at The Ayco Company, L.P./Mercer Allied from 2016 to 2021 before joining Goldman Sachs in 2021. 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 combines centralized investment resources and model portfolios with a range of discretionary and non-discretionary management options, offering tailored solutions such as Executive Wealth and Private Family Office support.

Connor Brown is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Ayco and Rowlands, LeBrou & Griesmer, PLLC. 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, leveraging centralized investment resources and integrated financial group capabilities.

Jessica Macci is a financial advisor at Goldman Sachs Wealth Services with five years of industry experience. She holds a Series 66 designation and has been with Ayco, a Goldman Sachs company, since 2019. Outside of her advisory role, she is involved with the Organization of Chinese Americans WHV Chapter. 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 utilizes centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support, integrating capabilities across its affiliated entities.