Steven Celeste is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and eight years of industry experience. He has worked at Rockefeller Financial since 2019 and previously held roles at Rock & Co LLC and The Ayco Company, L.P./Mercer Allied. Before entering the financial services industry, he was employed at Binghamton University for six years. 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 provides discretionary and non-discretionary portfolio management, financial planning, and consulting, while also operating as a registered broker-dealer with capabilities in securities transactions, variable insurance products, placement, and investment banking services.

Lilli Sisler is a financial advisor with Rockefeller Financial LLC based in Saratoga Springs, NY, holding Series 66 and Series 63 designations. She joined Rockefeller in 2026 and previously worked at LaSalle Investment Management Distributors, LLC. Outside of finance, her background includes roles in the food service and retail sectors as well as volunteer work with a local food pantry. 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 uniquely operates as a registered broker-dealer providing securities transactions, variable insurance products, and placement and investment banking services.

Charles Reutemann is a financial advisor with Equity Services, Inc. holding CFP® and ChFC® designations and 11 years of industry experience. He has worked at Equity Services, Inc. and National Life Group since 2014. Outside of his advisory duties, he serves as president of the Financial Literacy Alliance of the Northeast, overseeing the organization’s committees and board meetings. Equity Services, Inc., doing business 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, frequently utilizing third-party asset managers and model portfolios that combine predominantly long-term strategies with options for shorter-term trading.

Francis Caraco is a financial advisor with Bankers Life Advisory Services, Inc., holding the ChFC® designation and a Series 63 license, and has 42 years of industry experience. He has been with Bankers Life Advisory Services since 2017 and has worked within the broader Bankers Life organization since 2009. Caraco serves as a board member of The Prevention Council of Hamilton Fulton and Montgomery Counties, a nonprofit focused on prevention education. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser that primarily serves mass-affluent and high-net-worth individuals through discretionary portfolio management, non-discretionary investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolios according to clients’ goals, risk tolerances, and time horizons.

Bernard Mc Call Jr. is a financial advisor at Rockefeller Financial LLC with 10 years of industry experience. He holds a Series 66 designation and has previously worked 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, consulting, and also operates as a registered broker-dealer providing securities transactions, variable insurance products, and investment banking services.

Michael Pelella is a financial advisor with Equity Services, Inc. holding a Series 66 designation and 16 years of industry experience. He has been with Equity Services and National Life Group/NPA Financial since 2012. Outside of his advisory role, he serves as CFO of the Saratoga Rugby Football Club, an organization focused on growing rugby in the Capital Region. Equity Services, Inc., operating as ESI Financial Advisors, offers financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm utilizes multiple advisory platforms, including third-party asset managers, and provides both discretionary and non-discretionary investment programs.

Antonio Quezada is a financial advisor at Rockefeller Financial LLC with seven years of industry experience. He holds the Series 66 designation and has worked previously at Goldman Sachs & Co. LLC and The AYCO Company, L.P./Mercer Allied. Outside of his advisory role, Quezada serves as a basketball referee for the International Association of Approved Basketball Officials. 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 portfolio management, financial planning, and consulting, operating as a registered broker-dealer with capabilities in securities transactions, insurance products, and investment banking services through its Private Advisor model and consolidated investment platform.

Mikayla Brunell is a financial advisor at Rockefeller Financial LLC with two years of industry experience. She holds a Series 66 designation and has previously worked at Northwestern Mutual and held various roles in educational institutions. 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 provides portfolio management, financial planning, consulting, and operates as a registered broker-dealer offering a broad range of investment and placement services through its Private Advisor model and the Rockefeller Global Investment Management platform.

Isabelle Kuzmich is a financial advisor at Rockefeller Financial LLC with a Series 66 designation and two years of industry experience. Prior to joining Rockefeller Financial in 2022, she held roles at Ultimus Leverpoint Private Fund Solutions, Trustco Bank, and other organizations. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients and corporations. The firm provides portfolio management, financial planning, and consulting services through a Private Advisor model and a consolidated investment platform that includes discretionary and non-discretionary solutions across multiple asset classes.

Christopher Yates is a financial advisor at Voya Financial Advisors, Inc. with 12 years of industry experience. He holds a Series 63 designation and has been with Voya Financial Advisors since 2014. Outside of his advisory role, he owns Maple Rock Farm, a business that produces and sells honey and maple syrup. Voya Financial Advisors, Inc. serves a diverse client base including individuals, institutions, and retirement plan sponsors. The firm provides a range of advisory services through various program structures, emphasizing non-discretionary recommendations and maintaining dual registration as both an investment adviser and broker-dealer.

Erik Rayno is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and eight years of industry experience. He has worked at Goldman Sachs since 2017, including five years with Goldman Sachs & Co. LLC, and previously at The Ayco Company, L.P./Mercer Allied. Goldman Sachs Wealth Services serves a broad client base, including individual investors, executives, plan sponsors, and institutional clients, providing financial planning, portfolio management, and specialized wealth programs. The firm integrates resources from across the Goldman Sachs ecosystem to tailor strategies and deliver comprehensive advisory solutions.

Elaine Sillery is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and 15 years of industry experience. She previously worked at Ayco/Goldman Sachs & Co. LLC for one year and The AYCO Company, L.P./Mercer Allied for eleven years. 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 provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and uniquely operates as a registered broker-dealer offering securities transactions, variable insurance products, and investment banking services.

Emily Whooley is a CFP® with five years of industry experience. She is currently with Rockefeller Financial LLC and ROCKEFELLER Capital Management, having joined in 2023. Her prior experience includes roles at First Republic Securities Company, First Republic Investment Management, and FactSet Research Systems. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, placement, and investment banking services.

Keelye St. John is a financial advisor at Rockefeller Financial LLC with 11 years of industry experience. She holds a Series 66 designation and has worked at Rockefeller Financial LLC and Rock & Co LLC since 2020, following six years at 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 combines portfolio management, financial planning, and consulting with broker-dealer activities, offering a range of investment solutions through its Private Advisor model and consolidated investment platform.

Jeffrey Vahanian is a CFP® professional with 38 years of experience in the financial services industry. He is currently affiliated with Commonwealth Financial Network and has previously worked at OSAIC for 36 years. He is also the owner of Vahanian & Associates Financial Planning Inc., a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm supports its advisors with operations, technology, investment management, compliance, and practice-management resources.

Barry Bruno is a financial advisor with Eagle Strategies (NY Life) in Saratoga Springs, NY, holding the ChFC® designation and Series 63 license. He has 34 years of industry experience and has been with Eagle Strategies since 2017. He also operates Bruno & Bruno Financial Services, LLC, through which he sells New York Life products and brokers non-registered insurance products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a significant portion of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Matthew Gallup is a financial advisor at Rockefeller Financial LLC with seven years of industry experience. He holds a Series 66 designation and has worked at firms including KPMG LLP and The Ayco Company, L.P./Mercer Allied. His current tenure includes roles at Rockefeller Financial LLC and Rockefeller Capital Management. 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, combining a Private Advisor model with an integrated investment platform that includes equities, fixed income, and alternatives.

Alan Bogatch is a CFP® with 38 years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott. He has a longstanding background at Morgan Stanley Private Bank, where he worked for a decade before joining Janney. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse clientele including individuals, families, trusts, estates, and institutional sponsors, offering a range of brokerage, financial planning, and advisory services through multiple wrap programs and centralized asset management.

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.