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.

Mark Curley is a financial advisor with Citizens Securities, Inc. He holds a Series 66 designation and has 13 years of industry experience. His prior roles include positions at Equity Services Inc, National Life Group, and Edward Jones. Outside of his advisory work, he authored a book related to the supernatural in 2002. Citizens Securities serves individual and high-net-worth investors as well as individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory approach includes a digital advisory platform that uses proprietary algorithms and client risk profiling to manage ETF-based portfolios, although much of its activity is commission-based brokerage and non-discretionary business.

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.

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.

Thomas Chambers is a financial advisor with Valic Financial Advisors in Queensbury, NY, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has worked at Valic Financial Advisors since 2008 and is also an agent with Agia, where he offers non-securities insurance products. Valic Financial Advisors serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm provides discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models and offering various overlay services.

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 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.

Alexander Forster is a financial advisor with Citizens Securities, Inc. in Albany, NY, holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. Prior to joining Citizens Securities in 2026, he worked at Osaic Wealth Inc. and Cadaret, Grant & Co., Inc. He also 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 alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, and it operates 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.

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.

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 with Goldman Sachs Wealth Services, holding Series 65 and Series 63 licenses and six years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2019 and previously held roles at The Ayco Company, L.P./Mercer Allied and The Sage Colleges. 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 specialized programs and integrates strategic allocation models and proprietary analytics, leveraging broader Goldman Sachs resources across asset management, banking, and related services.

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.