Stacy Jones is a financial advisor at Goldman Sachs Wealth Services with 19 years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following 15 years at 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 high-net-worth individuals, corporate participants, and institutional clients. The firm utilizes centralized investment resources and a range of discretionary and non-discretionary managers, providing tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.

Christopher Madej is a financial advisor at Goldman Sachs Wealth Services with 17 years of industry experience. He holds the Series 63 designation and has worked at Goldman Sachs since 2021, following a 12-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, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored services such as Executive Wealth, Personal Wealth, and Private Family Office support, utilizing centralized investment resources and a mix of discretionary and non-discretionary managers.

Zlatko Beganovic is a financial advisor at Goldman Sachs Wealth Services with five years of industry experience. He holds a Series 66 designation and previously worked at The Ayco Company, L.P./Mercer Allied. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm offers financial planning and portfolio management supported by strategic allocation models, specialized programs, and access to alternative investments, leveraging capabilities across the broader Goldman Sachs ecosystem.

Dominick Panetta is a Certified Financial Planner (CFP®) with 38 years of industry experience, currently serving at Independent Financial Partners. His career includes roles at IFP Securities, LLC and LPL Financial. Panetta is also involved in community organizations, holding board positions with the Guilderland Chamber of Commerce and the Society of Financial Service Professionals, Northeast New York Chapter. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving a wide range of clients, offering decentralized investment strategies alongside centralized asset management and specialized retirement-plan consulting services.

Jordan Kane 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. His prior work includes roles at Foot Locker, Nelson & Strife Financial Group, and several organizations in the public and healthcare sectors. 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 using strategic allocation models and a range of fee arrangements, supported by integrated resources across the broader Goldman Sachs network.

Stephen Krakower is a financial advisor with Janney Montgomery Scott, holding a Series 66 designation and 14 years of industry experience. His career includes roles at Wells Fargo Clearing and Wells Fargo Advisors before joining Janney in 2020. Janney Montgomery Scott LLC manages approximately $110 billion in client assets and serves a diverse clientele including individuals, families, trusts, corporate sponsors, and municipal clients. The firm offers a range of brokerage, financial planning, and advisory services through both in-house and third-party portfolio management.

Quinton Rose is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and three years of industry experience. Prior to joining Goldman Sachs, he worked at Aureus Medical and the University of Rochester Strong Memorial Hospital. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a broad range of clients, including individual and high-net-worth households, corporate participants, and institutional clients. The firm integrates centralized investment resources with a variety of management strategies and offers specialized services such as Executive Wealth and Private Family Office support.

Michael Blair is a financial advisor at Goldman Sachs Wealth Services with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Goldman Sachs & Co. LLC since 2019, previously spending six years at The Ayco Company, L.P./Mercer Allied. Goldman Sachs Wealth Services serves a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm offers comprehensive financial planning and portfolio management, utilizing strategic allocation models and a range of specialized programs, supported by integrated resources across the broader Goldman Sachs ecosystem.

Andrew Matthews is a Series 66 licensed financial advisor with Goldman Sachs Wealth Services, based in Cohoes, NY. He has 10 years of industry experience, including eight years at The AYCO Company, L.P./Mercer Allied before joining Goldman Sachs in 2021. 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 leverages centralized investment resources and a range of discretionary and non-discretionary managers, delivering tailored solutions such as Executive Wealth, Private Family Office support, and retirement plan education.

Elizabeth Bauer is a financial advisor with Eagle Strategies (NY Life) based in Albany, NY, holding Series 63 and Series 66 licenses and 15 years of industry experience. She has worked with Eagle Strategies since 2016 and is also associated with The Di Bella Financial Group, LLC. Bauer serves as a board member at Siena College’s Center for Private Wealth Management, assisting in curriculum development for students pursuing careers in financial services. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm offers tailored advice and solutions across multiple program types, with a significant portion of assets managed on a non-discretionary basis.

Shea Mccartney is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and four years of industry experience. Prior to joining Goldman Sachs, he worked at Tompkins Trust Company and has experience outside finance at Purity Ice Cream Co. and the University of Rochester. 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.

Jesse Parks IV is a financial advisor at Equity Services, Inc. with three years of industry experience. He holds the Series 63 and Series 66 licenses and has worked previously at Raymond James & Associates, JPMorgan Chase Bank, N.A., and J.P. Morgan Securities. Parks also served in the Army for 21 years prior to his career in financial services. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, utilizing both long-term strategies and shorter-term trading options, and combines broker-dealer activities with SEC-registered investment advisory services.

Pamm Kuhl is a financial advisor with Commonwealth Financial Network and holds a Series 66 designation. She has 22 years of industry experience and has worked at James E. Weiss, Inc. since 1983. In addition to her advisory work, she is involved in tax preparation through Advanced Group Tax Services, LLC. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and back-office support including operations, trading, technology, and compliance.

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.

Dennis Arnold is a financial advisor at Citizens Securities, Inc. with nine years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Bank, NA. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program.

Louis Dangelo is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and five years of industry experience. His background includes roles at LPL Financial, Anheuser-Busch InBev, and Ernst & Young. He is based in Albany, NY. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, utilizing numerous investment strategies and technology platforms, and offers access to both proprietary and third-party managed account solutions.

Matthew Udasin is a financial advisor at Citizens Securities, Inc. in Albany, NY, with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at KeyBank and Key Investment Services LLC. Outside of his advisory role, he is also a Notary Public. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, and offers investment advisory programs alongside brokerage and insurance services. The firm operates as a broker-dealer and emphasizes both discretionary managed accounts and previously offered a digital advisory program based on ETF portfolios.

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.