Matthew Tebaldi is a financial advisor with Goldman Sachs Wealth Services, holding Series 63 and Series 66 licenses and six years of industry experience. He has worked at Goldman Sachs since 2021 and previously held positions at The Ayco Company, L.P./Mercer Allied and Ballston Spa National Bank. 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 solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Adam Innab is a CFP® and Series 66-licensed financial advisor with Goldman Sachs Wealth Services, bringing three years of industry experience. He previously worked at Sanford C. Bernstein & Co., LLC and Ameriprise before joining Goldman Sachs. 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 uses a combination of strategic models, manager selection, and operational tools to tailor portfolios, supported by its integration with broader Goldman Sachs affiliates.

Joseph Rigabar is a financial advisor with Goldman Sachs Wealth Services, holding a Series 63 designation and bringing 22 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 19 years with The Ayco Company, L.P./Mercer Allied Company, L.P. 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 affiliated teams to deliver tailored solutions across various wealth segments and offers integrated services through its broader financial group.

Michele Waite is a financial advisor with TIAA-CREF who holds a Series 66 designation and has 17 years of industry experience. She previously worked for The Ayco Company, L.P./Mercer Allied for 10 years before joining TIAA in 2018. Outside of advising, she has a rental property business. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm provides a range of advisory services including model portfolio management and customized portfolios managed under client-approved investment policies.

Steven Rapfogel 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 prior roles at The Ayco Company, L.P./Mercer Allied and AXA Advisors, LLC. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm offers customized financial planning and portfolio management, leveraging integrated capabilities across the Goldman Sachs ecosystem and using strategic allocation models, tax-aware techniques, and both discretionary and non-discretionary implementations.

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.

Marcus Tobin is a Series 66-licensed financial advisor at Key Investment Services LLC with two years of industry experience. He previously worked at KeyBank and Cetera and has experience coaching youth soccer as a volunteer outside of his financial career. Key Investment Services LLC serves individuals, trusts, estates, and businesses through various advisory programs and model portfolios, offering clients investment guidance with an emphasis on client-directed model selection and ongoing monitoring.

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.

Wayne Debello is a financial advisor with Equity Services, Inc. He holds a Series 63 designation and has 41 years of industry experience. His career includes roles at Equity Services, National Life Group, and Proequities Inc. Outside of his advisory work, he assists families with the college admission process and serves as an umpire. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, combining long-term strategies with options for shorter-term trading and utilizes third-party asset managers and model portfolios.

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.