Jason Licata is a financial advisor with Citizens Securities, Inc. in Albany, NY, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. His prior experience includes roles at Merrill, Allstate, J.P. Morgan Securities, Chase Investment Services, and Capital One entities, as well as a teaching position at SUNY College. Licata serves on the Board of Directors for Queensbury Youth Baseball/Softball, assisting with the local youth sports program. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering both advisory programs and brokerage and insurance services. The firm provides a range of offerings including a digital advisory program and Managed Account program, operating as a broker-dealer and insurance agency.

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.

Danielle Major is a financial advisor with Valic Financial Advisors, holding a Series 66 designation and 12 years of industry experience. Her prior experience includes roles at Janney Montgomery Scott, Morgan Stanley, and Pearl Insurance. She also serves as an agent for AGIA, selling non-securities insurance products. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer that serves U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm manages portfolios through discretionary unified managed accounts using Envestnet’s platform and offers tax-aware and impact/ESG overlay services.

Michael Kane is a financial advisor with Goldman Sachs Wealth Services in Cohoes, NY, holding Series 63 and Series 65 licenses and bringing seven years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2018 and previously held roles at The Ayco Company, L.P./Mercer Allied and Adirondack Trust Company. Outside of finance, his background includes positions in hospitality and education. Goldman Sachs Wealth Services serves a diverse client base, including individual investors, executives, plan sponsors, and institutions, providing financial planning and portfolio management alongside specialized offerings like Private Family Office services and Alternative Investments. The firm employs strategic allocation models and integrated resources across Goldman Sachs affiliates to tailor client solutions.

Alexander Forster is a financial advisor at Citizens Securities, Inc. with 10 years of industry experience. He holds Series 63 and Series 65 designations and has previous experience at Osaic Wealth Inc. and Cadaret, Grant & Co., Inc. Forster serves as Board President of the North Country Association for the Visually Impaired, a nonprofit organization. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs, brokerage, and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, alongside its roles as a broker-dealer and insurance agency.

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.

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.

Taylor Mcmillen is a financial advisor at Goldman Sachs Wealth Services with six years of industry experience. He holds Series 63 and Series 65 designations and has worked at Goldman Sachs & Co. LLC since 2019, previously spending time at The Ayco Company, L.P./Mercer Allied and The Sage Colleges. Goldman Sachs Wealth Services advises a diverse client base including individual investors, executives, plan sponsors, and institutional clients. The firm offers financial planning and portfolio management supported by specialized programs and integrates capabilities across the Goldman Sachs network, utilizing strategic models, manager selections, and various fee structures to tailor solutions to client objectives.

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.

Thomas Arcidiacono is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 66 credentials and 15 years of industry experience. His prior work includes roles at Raymond James Financial Services and The AYCO Company, L.P./Mercer Allied. Outside of his advisory work, he is a football director and board member for East Greenbush Pop Warner. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory and financial planning services.

Stanley Paddock is a financial advisor with GWN Securities Inc., holding a Series 63 designation and over 33 years of industry experience. He has been with GWN Securities since 2005. Outside of his advisory role, he sells health, fixed, and long-term care insurance and serves as a trustee for a family trust. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm manages approximately $3.65 billion across more than 37,000 accounts and offers a range of investment programs, including legacy market-timing and momentum-based strategies.

Patrick Ganley is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and 17 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent over a decade at The Ayco Company, L.P., including its affiliations with Mercer Allied and Goldman Sachs. Goldman Sachs Wealth Services provides financial planning, investment management, and related advisory support to individual, high-net-worth, corporate, charitable, and institutional clients. The firm leverages centralized investment resources and integrated offerings across affiliates to deliver tailored wealth management solutions.

Mark Enright is a financial advisor at Janney Montgomery Scott with five years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Chase Bank, J.P. Morgan Securities, and Morgan Stanley. Janney Montgomery Scott LLC manages approximately $110 billion in client assets and serves a diverse client base, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations. The firm offers a range of services such as brokerage, financial planning, and advisory programs, utilizing both in-house and third-party portfolio management.

Zachary Cietek is a financial advisor at Goldman Sachs Wealth Services with nine years of industry experience. He holds a Series 66 designation and previously worked at The Ayco Company, L.P./Mercer Allied from 2014 to 2021. Outside of his advisory role, he has been involved with the Guilderland YMCA since 2013. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individual and high-net-worth households as well as institutional clients. The firm leverages centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.

Michael Lyons is a financial advisor at Goldman Sachs Wealth Services with 11 years of industry experience. He holds the Series 66 designation and previously worked at The AYCO Company, L.P./Mercer Allied from 2014 to 2021. Lyons has been with Goldman Sachs since 2021. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base that includes individual investors, executives, plan sponsors, and institutional clients. The firm’s advisory teams tailor strategies using proprietary allocation models and offer a range of services including Private Family Office support, Specialized Executive Wealth programs, and access to Alternative Investments.

Jolene Harawa is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services, bringing one year of industry experience. Her work history includes roles at Goldman Sachs & Co. LLC and Learning Care Group, as well as involvement with Michigan State University. 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 employs strategic and tactical allocation models supported by proprietary research and access to a broad range of affiliated financial services.

Kaitlyn Vadell is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services, bringing four years of industry experience. Prior to joining Goldman Sachs in 2022, she worked at First National Bank of Omaha and has held various roles in retail and education. She is also the owner of Yarn Theory Studio Etsy, a retail business based in Albany, NY. Goldman Sachs Wealth Services provides financial planning and portfolio management to a broad client base, including individual investors, corporate participants, executives, and institutional clients. The firm utilizes strategic and tactical allocation models and integrates capabilities across Goldman Sachs affiliates to offer comprehensive wealth management solutions.