Liam Kane is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and five years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2019 and previously held positions at The Ayco Company, L.P./Mercer Allied, Arnoff Moving and Storage, and The Fresh Market. Goldman Sachs Wealth Services provides financial planning, investment management, and related 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 offers tailored services such as Executive Wealth, Private Family Office support, and retirement plan education, operating within a large integrated financial group with a range of affiliated capabilities.

Matthew Gentile is a financial advisor at Mariner with a Series 66 designation and three years of industry experience. He previously worked at Ameriprise, Equity Services Inc, National Life Group, and Amedore Homes. Mariner serves a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm provides investment management, financial planning, retirement plan consulting, tax services, and family office support through customized, committee-overseen portfolios that integrate in-house research with third-party managers.

Brandon Mahoney is a financial advisor at Goldman Sachs Wealth Services with seven years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Goldman Sachs since 2021. His prior experience includes roles at The College of Saint Rose, The Ayco Company, BMW of South Albany, Apria Healthcare, and Albany Medical Center. 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 strategic allocation models and access to alternative investments, leveraging the broader Goldman Sachs network and advanced research tools.

Shawn Patrick is a financial advisor at Goldman Sachs Wealth Services with 28 years of industry experience. He holds a Series 63 designation and has worked at Goldman Sachs & Co. LLC since 2021, following a 27-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 high-net-worth individuals, corporate participants, and institutional clients. The firm uses centralized investment resources and model portfolios, offering tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Charles Judge II is a financial advisor with Goldman Sachs Wealth Services, holding a Series 63 designation and 27 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2018 and has longstanding experience with The Ayco Company, L.P. dating back to 1997. Goldman Sachs Wealth Services serves a diverse client base including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm provides financial planning and portfolio management through tailored strategies, leveraging proprietary research, alternative investments, and integrated capabilities across the Goldman Sachs network.

Lawrence Larose is a financial advisor at Rockefeller Financial LLC with 15 years of industry experience. He holds a Series 66 designation and has worked at Rockefeller Financial LLC and Rockefeller Capital Management since 2022, following prior roles at Goldman Sachs & Co. LLC and The Ayco Company, L.P./Mercer Allied. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and placement and investment banking services.

Elaine Garcia is a Series 66-credentialed advisor at Goldman Sachs Wealth Services with one year of industry experience. Prior to joining Goldman Sachs, she worked at Vanguard Group and has an educational background from the University of Michigan. 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 wealth programs. The firm leverages integrated resources across Goldman Sachs affiliates and employs strategic allocation models, manager selections, and advanced analytics to tailor client solutions.

Chase Carroll is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Goldman Sachs Ayco and Luther Forest Wealth Advisors. Outside of finance, he has experience working with organizations such as the YMCA and Town of Halfmoon. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, including wrap-fee programs and separately managed accounts. The firm emphasizes client-directed investment decisions combined with ongoing monitoring and access to third-party discretionary managers, operating within the KeyCorp group and maintaining close affiliations with KeyBank and KeyBanc Capital Markets.

Michael Kane is a financial advisor at Goldman Sachs Wealth Services with seven years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Goldman Sachs & Co. LLC since 2021. Prior to that, he was with The Ayco Company, L.P./Mercer Allied from 2018 to 2021. 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 combines financial planning and portfolio management with specialized programs and access to alternative investments, utilizing a range of strategic and tactical allocation models supported by proprietary research and analytics.

Jeffrey Campito is a CFP® with 16 years of industry experience, currently serving at Rockefeller Financial LLC since 2021. His prior experience includes roles at Goldman Sachs & Co. LLC and The Ayco Company, L.P./Mercer Allied. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, and consulting. The firm combines a Private Advisor model with a consolidated investment platform to provide discretionary and non-discretionary solutions across equities, fixed income, and alternatives, while also operating as a registered broker-dealer.

Keith Bernard is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and 15 years of industry experience. He has worked at Rockefeller Financial LLC and Rock & Co LLC since 2019, and previously spent eight years with The AYCO Company, L.P./Mercer Allied. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients by providing portfolio management, financial planning, and consulting services. The firm operates as both a registered investment adviser and broker-dealer, offering a range of investment solutions including discretionary and non-discretionary management, access to third-party managers, and alternative investment vehicles.

David Hamlin is a financial advisor with Goldman Sachs Wealth Services holding a Series 66 credential and three years of industry experience. His background includes roles at Goldman Sachs since 2020 and teaching positions at The College of Saint Rose. He also has experience in the food industry with The Dutch Udder Craft Ice Cream. Goldman Sachs Wealth Services serves a wide range of clients including individual investors, executives, plan sponsors, and institutions. The firm offers tailored financial planning and portfolio management supported by a comprehensive suite of specialized programs, advanced research tools, and access to affiliated Goldman Sachs entities.

Christopher Robertson is a financial advisor at Bankers Life Advisory Services, Inc. with two years of industry experience. He holds the Series 66 designation and has prior experience at AIM Services and Bankers Life Securities, Inc. Outside of his advisory role, he has been involved in fitness and community activities, including operating CR Fit. Studio and working with the Saratoga Regional YMCA. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored portfolios aligned with clients’ goals and risk tolerances.

Brian Lussier is a financial advisor with Goldman Sachs Wealth Services, holding a Series 63 designation and 28 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 24 years with The Ayco Company, L.P./Mercer Allied. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including individual, high-net-worth, corporate, charitable, and institutional clients. The firm utilizes centralized investment resources and combines discretionary and non-discretionary managers to deliver tailored wealth management solutions.

Arnold Vitarelle II is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 10 years of industry experience. He has worked at Commonwealth since 2018 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering a variety of advisory programs including custom portfolio solutions, third-party asset manager access, and retirement plan consulting. The firm supports advisors with operations, trading, technology, investment management, compliance, and practice-management services.

Taylor Mcmillen is a financial advisor with Goldman Sachs Wealth Services, holding Series 65 and Series 63 licenses and six years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2019 and previously held roles at The Ayco Company, L.P./Mercer Allied and The Sage Colleges. 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 offers specialized programs and integrates strategic allocation models and proprietary analytics, leveraging broader Goldman Sachs resources across asset management, banking, and related services.

Ethan Dimura is a financial advisor at Goldman Sachs Wealth Services with six years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2018, following roles at The Ayco Company, L.P./Mercer Allied, and Siena College. 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 offers tailored investment strategies supported by proprietary research and integration with the broader Goldman Sachs network.

Lisa Dygon is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs Ayco since 2021. Her prior roles include positions at Advantage xPo, May Consulting Group DBA SGA Talent, and Brook Tavern Restaurant. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to 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 broad range of affiliated and unaffiliated managers within a large integrated financial group.

Tyler Kopacki is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and four years of industry experience. He previously worked at Ultimus Leverpoint Private Fund Solutions for nine years. 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 services such as Private Family Office and Executive Wealth programs, using strategic allocation models and a combination of discretionary and non-discretionary implementations.

Matthew Neri is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and 15 years of industry experience. He has worked at Goldman Sachs since 2021 and previously spent 14 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 individual and high-net-worth households, corporate participants, and institutional clients. The firm leverages centralized investment resources and model portfolios, offering services through both discretionary and non-discretionary managers within a large integrated financial group.