Ryan Gronostaj is a CFP®, ChFC®, and Series 66 credentialed advisor with nine years of industry experience. He has been with Goldman Sachs Wealth Services since 2019 and previously worked at The AYCO Company, L.P./Mercer Allied from 2016 to 2021. He also served on the faculty at The College of Saint Rose from 2016 to 2021. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, plan sponsors, and institutions. The firm offers tailored investment strategies supported by a range of proprietary and third-party analytics, and leverages its integration within the Goldman Sachs ecosystem to deliver comprehensive wealth management solutions.

Anna Millea is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Goldman Sachs Wealth Services since 2021. She previously worked for The AYCO Company, L.P./Mercer Allied for 11 years. Outside of her advisory role, she is a partial owner and general manager of Bright Hog LLC, a vacation rental property. Goldman Sachs Wealth Services offers financial planning and investment management to a diverse client base, including individuals, high-net-worth households, and institutional clients. The firm utilizes centralized investment resources and model portfolios, delivering tailored advisory support through both discretionary and non-discretionary management strategies.

Patrick Touhey is a financial advisor at Rockefeller Financial LLC with eight years of industry experience. He holds a Series 66 designation and has previously worked at Rockefeller & Co and The Ayco Company, L.P./Mercer Allied. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans, offering wealth management, financial planning, portfolio management, and retirement plan consulting. The firm provides integrated services through affiliated trust and insurance entities, brokerage, and placement capabilities.

Eileen Lapann is a financial advisor with Goldman Sachs Wealth Services, holding a Series 63 designation and 11 years of industry experience. She has worked at Goldman Sachs & Co. LLC since 2021 and previously spent five 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 individuals, high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support, integrating products and expertise across its affiliated entities.

Desiree Monahan is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 credentials and 13 years of industry experience. She has been with Key Investment Services since 2014. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, including wrap-fee, model portfolios, and separately managed accounts. The firm emphasizes client-directed investment decisions supported by ongoing monitoring and due diligence, and maintains affiliations within the KeyCorp group.

John Flavin 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 & Co. LLC since 2021 and previously spent 11 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 high-net-worth individuals, corporate participants, and institutional clients. The firm utilizes centralized investment resources and model portfolios, offering tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Laura Carroll is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services, based in Saratoga Springs, NY, and has 18 years of industry experience. Prior to joining Goldman Sachs in 2021, she spent 14 years with The Ayco Company, L.P./Mercer Allied. Outside of her advisory role, she is a co-owner of Divine Sole, LLC, a footwear retail business in Saratoga Springs. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including individual and high-net-worth households, corporate clients, and institutions. The firm combines centralized investment resources and model portfolios with a range of discretionary and non-discretionary managers, delivering tailored wealth management solutions within a large integrated financial group.

Clement Sprout is a financial advisor at Rockefeller Financial LLC with eight years of industry experience. He holds a Series 66 designation and has worked at Rockefeller Capital Management, JPMorgan Chase Bank, N.A., J.P. Morgan Securities, LLC, Bank of America, N.A., and Merrill. Outside of his advisory role, he manages an e-commerce store selling kitchen supplies through Shopify and Amazon. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans, offering wealth management, financial planning, portfolio management, and retirement plan consulting. The firm integrates wealth, trust, and insurance services through the Rockefeller Global Family Office platform and provides access to alternative and private investments.

Brian Ferraro is a CFP® with four years of industry experience, currently serving as an advisor at Rockefeller Financial LLC. He has worked at Rockefeller Financial since 2021 and has prior experience at PwC from 2013 to 2019. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans, offering wealth management, financial planning, portfolio management, and retirement plan consulting. The firm provides integrated services through affiliated trust and insurance entities and distinguishes itself through its recapitalized ownership structure and role as a distributor and placement agent for private funds under the Rockefeller Global Family Office platform.

Katrina Taylor is a Series 66 registered advisor with Goldman Sachs Wealth Services, based in Saratoga Springs, NY, and has six years of industry experience. She has worked at Goldman Sachs since 2019, following roles at The Ayco Company, L.P./Mercer Allied and previous experience at SUNY Geneseo. Outside of finance, she was involved with Rob and Deb's Frozen Dreams from 2013 to 2017. 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 leverages centralized investment resources and offers a range of tailored services, including executive wealth and private family office support, within a large integrated financial group.

Kathleen Sonnabend is a financial advisor with GWN Securities Inc. in Saratoga Springs, NY, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. She has been with GWN Securities since 2005 and also works as an independent insurance agent specializing in traditional life insurance products. 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. The firm manages approximately $3.65 billion across more than 37,000 accounts and offers a range of managed-account programs and model portfolios on the Fidelity-supported FMAX platform.

Michael Ciarlo is a financial advisor at OSAIC Institutions, Inc. He holds a Series 66 designation and has been with the firm since 2025. His prior work experience includes roles at Ballston Spa National Bank and the College of Staten Island. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, providing advisory and brokerage services through customized engagements, financial planning, ERISA plan services, and access to alternative investments. The firm operates with a predominance of non-discretionary assets and integrates broker-dealer and advisory services across a large network of investment adviser representatives.

Christopher Therrien is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and nine years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously at The Ayco Company, L.P./Mercer Allied from 2015 to 2021. 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 model portfolios, delivering services through both discretionary and non-discretionary managers within a large integrated financial group.

Andrew Murphy is a financial advisor with Equitable Advisors, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Canoe Island Lodge and St. Lawrence University. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model and provides both advisory and brokerage/insurance channels to execute client recommendations.

Daniel Mc Donnell is a Series 66-licensed financial advisor with Equitable Advisors, where he has worked for four years. His prior experience includes roles at Mercor.io Corporation and True Concepts Consulting, among others. Outside of his advisory work, he is involved as a bartender at Generations Tap & Grill in Lake Placid, NY. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, offering financial planning, brokerage services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer and participates extensively in LPL-sponsored programs and endorsed third-party managers.

Ashley Pierre is a financial advisor at Morgan Stanley in Saratoga Springs, NY, holding a Series 66 designation with two years of industry experience. Prior to joining Morgan Stanley in 2021, Pierre worked in the automotive industry at New Country Motor Car Group and Mackey Automotive. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individual and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers planning services supported by firm-approved tools and a structured discovery process.

Michael Copulos is a financial advisor with Equitable Advisors, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Equitable Advisors, his professional background includes roles outside the financial industry, such as work with Deer Studios NYC and University at Albany. Equitable Advisors serves a diverse range of clients including individuals, high-net-worth clients, retirement plans, corporations, charitable organizations, and institutions. The firm offers a combination of financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating through a model that includes LPL-sponsored programs and endorsed TAMPs.

Devon Costa is a financial advisor at OSAIC with four years of industry experience. He holds the Series 66 designation and previously worked at Goldman Sachs and Bouchey Financial Group. Outside of finance, he owns a sole proprietorship that manages a craft business selling gifts at fairs and local stores. OSAIC serves a diverse client base including individual and institutional investors, offering integrated brokerage, financial planning, and advisory services. The firm utilizes asset-allocation tools and third-party platforms to construct managed portfolios tailored to client risk tolerance and investment preferences.

Jameson Howley is a financial advisor at Equitable Advisors with a Series 66 credential and one year of industry experience. His prior work includes roles at Wells Fargo Advisor, Morgan Stanley, and various other organizations. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through multiple program sponsors and third-party managers, offering both discretionary and non-discretionary advisory solutions.

Erin Santspree is a Senior Financial Advisor at Merrill Lynch Wealth Management. She has over 18 years of experience in the finance and banking industry, working closely with families and businesses to provide financial guidance aimed at achieving their individual financial goals. Erin's advisory practice includes a focus on Impact Investing, where investments are designed to generate both financial returns and measurable social and environmental benefits. She is a frequent guest speaker on this topic at business and institutional events, offering insights to help investors navigate this evolving field. Erin holds a Bachelor's degree from Union College and an MBA from Union Graduate College, both located in Schenectady, NY. She is a Personal Investment Advisor (PIA) and is fluent in English and Spanish. As a lifelong resident of Saratoga County, NY, Erin maintains strong ties to her community and works with local families, businesses, and institutions. Her community involvement includes participation with the Children's Museum at Saratoga, Saratoga Springs School District, Soroptomist International of Saratoga County, and Sustainable Saratoga. Outside of work, Erin enjoys boating, camping, cooking, hiking, ice hockey, music, reading, and spending time with her family.