Trevor Dinh is a financial advisor with Goldman Sachs Wealth Services in Dallas, TX, holding a Series 66 designation and four years of industry experience. His career includes roles at Goldman Sachs Ayco Personal Financial Management and Wells Fargo. Goldman Sachs Wealth Services advises a diverse client base ranging from non‑high-net-worth individuals to institutional clients, offering financial planning, portfolio management, and specialized services such as Private Family Office and Executive Wealth programs. The firm employs strategic and tactical allocation models, manager selections, and a range of platforms and fee arrangements, leveraging proprietary analytics and integration across Goldman Sachs affiliates.

Wade Catlin is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and bringing 23 years of industry experience. He worked at The Ayco Company, L.P./Mercer Allied Company, L.P. for 20 years before joining Goldman Sachs in 2021. 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 a range of tailored offerings, combining discretionary and non-discretionary management within a large integrated financial group.

Hudson White is a financial advisor with Goldman Sachs Wealth Services in Dallas, TX, holding a Series 66 designation. He has one year of industry experience, including prior roles at several firms such as Cornerstone Caregiving and Alpha 8. He also has experience at Baylor University and various organizations outside the financial sector. 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 supported by specialized teams and proprietary research, delivering tailored strategies through a variety of platforms and leveraging the broader Goldman Sachs network.

Samuel Scribner is a financial advisor at Goldman Sachs Wealth Services with five years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021. Prior to that, he was with The Ayco Company, L.P./Mercer Allied and The Ayco Company, L.P. He also has experience outside finance, having worked at Las Brisas Southwestern Steakhouse and Texas Tech University. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a wide range of clients, including individuals, high-net-worth households, and institutional clients. The firm integrates centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support, leveraging its position within a large financial group to provide diverse and integrated solutions.

Benjamin Casso is a financial advisor at Goldman Sachs Wealth Services with 19 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Goldman Sachs & Co. LLC since 2021. Prior to that, he spent seven 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 individual and high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and model portfolios, offering tailored solutions such as Executive Wealth, Personal Wealth, and Private Family Office support, integrating capabilities across its affiliated entities.

Patrick Mc Donald is a financial advisor at Goldman Sachs Wealth Services in Dallas, TX, holding Series 63 and Series 65 licenses with eight years of industry experience. He has been with Goldman Sachs & Co. LLC since 2018 and previously worked at Southern Methodist University from 2016 to 2018. 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 specialized programs such as Private Family Office services and Financial Wellness, leveraging its connection to the broader Goldman Sachs network for integrated advisory solutions.

Madelyn Murphy is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and two years of industry experience. Her work history includes roles at Goldman Sachs, Chick-fil-A, Edge Realty Partners, and Baylor University. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, plan sponsors, and institutional clients, offering comprehensive financial planning and portfolio management. The firm integrates resources across the Goldman Sachs ecosystem and employs strategic allocation models, tax-aware techniques, and proprietary analytics to tailor investment solutions.

Natalie Harwell is a financial advisor at Goldman Sachs Wealth Services with 18 years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following 14 years at The AYCO Company, L.P./Mercer Allied. Based in Dallas, TX, she provides advisory services within a large integrated financial firm. 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 utilizes centralized investment resources and a combination of discretionary and non-discretionary managers to deliver tailored wealth solutions.

Jose Rubio Marquez is a financial advisor with Goldman Sachs Wealth Services in Dallas, TX. He holds the Series 66 designation and has one year of industry experience. Prior to joining Goldman Sachs, he worked at Charles Schwab and has service experience in the United States Marine Corps. 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 through its integrated advisory teams and affiliated entities, delivering services such as Private Family Office support, Specialized Executive Wealth programs, and access to Alternative Investments.

Emma Salzman is a financial advisor with Goldman Sachs Wealth Services in Dallas, TX, holding a Series 66 designation and seven years of industry experience. Her prior roles include positions at The Ayco Company, L.P./Mercer Allied and JP Morgan. Goldman Sachs Wealth Services advises a broad client base, including both non‑high-net-worth and high-net-worth individuals, corporate participants, executives, and institutional clients. The firm offers financial planning and portfolio management tailored to client objectives, utilizing strategic allocation models and a range of services such as Private Family Office and Specialized Executive Wealth programs.

Corban Quarles is a financial advisor with Goldman Sachs Wealth Services based in Dallas, TX. He holds a Series 66 designation and has one year of industry experience. His prior work includes roles at Goldman Sachs & Co. LLC and Goldman Sachs, as well as experience with Nightlight Donuts and Fellowship Bible Church. Goldman Sachs Wealth Services provides financial planning and portfolio management to a wide range of clients, including individual investors, corporate participants, and institutional clients. The firm offers tailored investment strategies supported by research and technology, with access to services across the broader Goldman Sachs platform.

Stephen Snapp is a financial advisor at Goldman Sachs Wealth Services in Dallas, TX, holding Series 65 and Series 63 licenses with eight years of industry experience. He has worked at Goldman Sachs since 2019 and previously spent eight years at United Capital Financial Advisers. Goldman Sachs Wealth Services serves a diverse client base, including individual investors, corporate participants, executives, and institutional clients, offering financial planning, portfolio management, and specialized programs such as Private Family Office services and Executive Wealth programs. The firm integrates strategic allocation models, manager selections, and advanced analytics within the broader Goldman Sachs ecosystem to tailor solutions to client objectives.

Rene Lopezvictoria is a financial advisor with Goldman Sachs Wealth Services in Dallas, TX, holding Series 65 and Series 66 licenses and bringing 10 years of industry experience. He has worked with United Capital Financial Advisers, LLC since 2021 and has been with Goldman Sachs & Co. since 2015. Goldman Sachs Wealth Services serves a diverse client base, including individual investors, corporate participants, executives, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm leverages proprietary research, tactical allocation models, and integrated resources across the Goldman Sachs network to tailor investment strategies and deliver a range of advisory services.

Charles Fielder is a financial advisor with Goldman Sachs Wealth Services in Dallas, TX. He holds a Series 66 designation and has recently begun his career in the industry, joining Goldman Sachs in 2026 after prior roles at Hilltop Securities, Morgan Stanley, and other positions including full-time education. Goldman Sachs Wealth Services serves a diverse client base including individual investors, corporate participants, executives, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm’s advisory teams utilize strategic allocation models, manager selections, and a range of implementation platforms, supported by integrated resources across the Goldman Sachs ecosystem.

Matthew Mc Cann is a financial advisor at Goldman Sachs Wealth Services based in Dallas, TX, with eight years of industry experience. He holds a Series 66 designation and has previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, and Morgan Stanley in various roles. 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 employs strategic and tactical allocation models and offers access to a wide range of investment solutions through its integrated platform and affiliated entities.

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.

Mark Hutchings 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 15 years at The AYCO Company, L.P./Mercer Allied. Based in Dallas, TX, he provides advisory services within a large integrated financial group. Goldman Sachs Wealth Services offers financial planning, investment management, and related 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, delivering tailored solutions such as Executive Wealth and Private Family Office support.

Lucia Mwanzia 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 UBS Financial Services, First Horizon Bank, and Equity Bank Kenya. Mwanzia has a background that includes multiple roles at Rhodes College and Goldman Sachs Ayco. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a wide range of clients, including individuals, high-net-worth households, corporate participants, 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.

Shane Schnitzius is a Series 66-licensed financial advisor with 19 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and spent 15 years at The AYCO Company, L.P./Mercer Allied prior to that. He is based in Dallas, TX. Goldman Sachs Wealth Services provides financial planning, investment management, and related advisory support to a broad range of clients, including individuals, 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, Personal Wealth, and Private Family Office support.

John Stoll is a financial advisor at Goldman Sachs Wealth Services based in Dallas, TX, with five years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs since 2022, following roles at Charles Schwab Bank and Charles Schwab & Co., Inc. prior to that. Goldman Sachs Wealth Services advises a broad client base including individual investors across wealth levels, corporate participants, executives, plan sponsors, and institutions. The firm offers financial planning and portfolio management supported by specialized programs and integrated resources across the Goldman Sachs platform.