Louis Dangelo is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and four years of industry experience. His prior work includes roles at LPL Financial, Anheuser-Busch InBev, and Ernst & Young. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs.

Matthew Udasin is a financial advisor at Citizens Securities, Inc. in Albany, NY, holding Series 63 and Series 66 licenses with 13 years of industry experience. His previous roles include positions at KeyBank and Key Investment Services LLC. Outside of his advisory work, he serves as a Notary Public. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm features a digital advisory platform using proprietary algorithms and also functions as a broker-dealer and insurance agency.

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.

Steven Rapfogel is a financial advisor at Goldman Sachs Wealth Services with nine years of industry experience. He holds a Series 66 designation and has previously worked at The Ayco Company, L.P./Mercer Allied and AXA Advisors, LLC. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm offers financial planning and portfolio management supported by specialized programs and a range of investment platforms, integrating resources from across the Goldman Sachs network.

Liam Kane is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and five years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2019 and previously held positions at The Ayco Company, L.P./Mercer Allied, Arnoff Moving and Storage, and The Fresh Market. Goldman Sachs Wealth Services provides financial planning, investment management, and related advisory support to a diverse client base, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm leverages centralized investment resources and offers tailored services such as Executive Wealth, Private Family Office support, and retirement plan education, operating within a large integrated financial group with a range of affiliated capabilities.

Matthew Gentile is a financial advisor at Mariner with a Series 66 designation and three years of industry experience. He previously worked at Ameriprise, Equity Services Inc, National Life Group, and Amedore Homes. Mariner serves a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm provides investment management, financial planning, retirement plan consulting, tax services, and family office support through customized, committee-overseen portfolios that integrate in-house research with third-party managers.

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. in Johnstown, NY, holding a Series 66 designation and 12 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 is a published author of a book related to the supernatural. 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, supporting both discretionary and non-discretionary investment strategies.

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 financial advisor at Key Investment Services LLC with two years of industry experience. He holds a Series 66 designation and has worked at KeyBank and Cetera prior to his current role. Outside of his financial services career, he coaches 12-year-old soccer. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs and investment solutions, emphasizing client-directed model selection and ongoing monitoring. The firm operates within the KeyCorp group and works closely with affiliated entities to offer integrated financial services.

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 17 years of industry experience. His prior roles include positions at Merrill, Allstate, SUNY College, and Capital One Advisors. He 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, offering investment advisory programs alongside brokerage and insurance services. The firm operates both digital and managed account advisory platforms and is wholly owned by Citizens Bank, N.A.

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. He previously worked at Osaic Wealth Inc. and Cadaret, Grant & Co., Inc., and has been involved in insurance sales through CFA Insurance Agency, LLC since 2013. Outside of his advisory work, 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 alongside brokerage and insurance services. The firm provides both digital and managed account advisory programs and 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.