Anakaren Rosas is a financial advisor with Goldman Sachs Wealth Services and holds a Series 66 designation. She has four years of industry experience, including roles at Goldman Sachs Ayco Personal Financial Management and legal positions at the Fowler School of Law Chapman Tax Law Clinic and the Law Offices of Alicia D. Taylor. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering tailored financial planning and portfolio management through a variety of strategies and platforms. The firm leverages integrated capabilities across the broader Goldman Sachs ecosystem, providing access to specialized programs and investment solutions.

Jordan Greenhall is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and five years of industry experience. His prior roles include positions at The Ayco Company, NKSFB LLC, and various organizations outside finance such as the Israel Lacrosse Association and the Newport Beach Wine and Food Festival. 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 services and Executive Wealth programs. The firm uses a combination of strategic and tactical allocation models and integrates resources across the broader Goldman Sachs ecosystem to deliver tailored investment solutions.

Sophia De Luca is a financial advisor at Goldman Sachs Wealth Services with a Series 66 credential and one year of industry experience. She has held prior roles at Goldman Sachs Ayco, Infinity Financial Services, NBCUniversal, and AMC Theaters. 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 integrated financial group affiliates to offer tailored wealth management solutions and specialized corporate programs.

Sarah Yuen is a financial advisor at Goldman Sachs Wealth Services with six years of industry experience. She holds a Series 66 designation and has worked previously at Ayco and Mercer Allied, as well as at several law firms and Chapman University’s Dale E. Fowler School of Law. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, and institutions. The firm offers financial planning and portfolio management supported by strategic allocation models and manager selections, integrating resources across Goldman Sachs affiliates to provide a broad range of specialized wealth services.

Tristan Bettinghausen is a Series 66-licensed advisor with Goldman Sachs Wealth Services, based in Newport Beach, CA. He joined Goldman Sachs & Co. LLC in 2026 and has prior experience at Advantage xPO, the Federal Deposit Insurance Company, and several educational institutions. 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 advisory solutions supported by proprietary research, strategic allocation models, and access to a broad range of affiliated Goldman Sachs resources.

Truell Williams is a financial advisor at Goldman Sachs Wealth Services with Series 66 and Series 63 credentials and one year of industry experience. Prior to joining Goldman Sachs, he worked at Charles Schwab and held various other roles. 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 with tailored investment strategies supported by integrated resources across the Goldman Sachs ecosystem.

Nicholas Tan is a financial advisor with Goldman Sachs Wealth Services and holds the Series 66 designation. He has one year of industry experience and has previously worked at the Bank of New York Mellon and Goldman Sachs. 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 wealth programs. The firm integrates capabilities across Goldman Sachs affiliates and employs strategic allocation models, tax-aware techniques, and proprietary analytics in its advisory process.

Connor Benvenuti is a financial advisor at Goldman Sachs Wealth Services with 11 years of industry experience. He holds a Series 66 designation and previously worked at The AYCO Company, L.P./Mercer Allied from 2013 to 2021 before joining Goldman Sachs in 2021. He is based in Newport Beach, CA. 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, delivering services through both discretionary and non-discretionary managers within a large integrated financial group.

Dheepu Nambiar is a financial advisor at Goldman Sachs Wealth Services with 14 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs since 2021, following an 11-year tenure at 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 leverages centralized investment resources and offers tailored solutions such as Executive Wealth, Private Family Office support, and retirement plan education within a large integrated financial group.

Marie Paul is a financial advisor with Goldman Sachs Wealth Services, holding Series 63 and Series 65 credentials and possessing two years of industry experience. Her prior roles include positions at CBRE and other firms, as well as a period working with the San Francisco Giants. 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 tailored allocation models and manager selections, offering a range of fee arrangements and leveraging the broader Goldman Sachs ecosystem for expanded product access.

Jack Mathews is a financial advisor at Goldman Sachs Wealth Services with four years of industry experience. He holds the Series 66 designation and has worked at Goldman Sachs Ayco Personal Financial Management since 2021. Prior to that, he held various roles including positions at Pepperdine University and Experian. 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 range of discretionary and non-discretionary managers, offering tailored solutions such as Executive Wealth, Personal Wealth, and Private Family Office support.

Andrew Shires is a financial advisor at Goldman Sachs Wealth Services with six years of industry experience. He holds Series 65 and Series 63 registrations. Shires has worked at Goldman Sachs since 2020 and previously was employed at Whaley Capital Group. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base that includes individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm uses strategic and tactical allocation models and offers access to specialized programs and alternative investments, leveraging Goldman Sachs’ broad affiliated capabilities.

John Conners is a financial advisor at Goldman Sachs Wealth Services with 10 years of industry experience. He holds the Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following a seven-year tenure 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, corporations, and institutional clients. The firm utilizes centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support, leveraging integrated capabilities across its affiliated entities.

Roger Shaar is a financial advisor at Goldman Sachs Wealth Services with 28 years of industry experience. He holds a Series 66 designation and previously worked for The AYCO Company, L.P./Mercer Allied for 24 years before joining Goldman Sachs in 2021. Outside of his advisory role, he performs as a band member with Pacific Fallout, a music group based in Irvine, CA. 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 uses centralized investment resources and tailored strategies, providing services through both direct and partner programs within a large integrated financial group.

Keith Halabuda 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, 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 broad range of clients, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm leverages centralized investment resources and affiliated teams to deliver tailored offerings such as Executive Wealth, Personal Wealth, and Private Family Office support.

Alex Partalala is a financial advisor with Goldman Sachs Wealth Services in Newport Beach, CA, holding Series 63 and Series 66 registrations. He has one year of industry experience and previously worked at First Foundation Bank Inc and World Vision International. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate and employer-sponsored participants, and institutional clients. The firm offers financial planning, portfolio management, and specialized wealth services, utilizing strategic allocation models, manager selections, and a range of fee and platform options within the broader Goldman Sachs ecosystem.

Peter Koehler is a financial advisor at Goldman Sachs Wealth Services with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Goldman Sachs & Co. LLC since 2019, following a 13-year tenure at The Ayco Company, L.P./Mercer Allied. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm offers tailored financial planning and portfolio management supported by specialized programs and integrated resources across the broader Goldman Sachs network.

Rick Lowe 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 a 25-year tenure at Ayco/Mercer Allied Company. 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 within a large integrated financial group.

Maria Angrisani is a financial advisor at Goldman Sachs Wealth Services with five years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs since 2021. Prior to that, she held roles at Ayco, In-N-Out Burger, Subway, California State University, Long Beach, and the School of Engineering and Sciences. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, plan sponsors, and institutional clients, offering tailored financial planning and portfolio management supported by proprietary research, specialized programs, and access to alternative investments.

Kevin King is a financial advisor with Goldman Sachs Wealth Services, holding Series 63 and Series 65 designations and bringing 36 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and spent 33 years at The AYCO Company, L.P./Mercer Allied prior to that. 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, supported by integrated resources across the Goldman Sachs platform.