Steven Celeste 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 Financial since 2019. His prior experience includes roles at Rock & Co LLC and The Ayco Company, L.P./Mercer Allied, as well as six years at Binghamton University. 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 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 the Series 66 designation and has 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 a range of portfolio management, financial planning, and consulting services, and operates as a registered broker-dealer providing securities transactions, insurance products, and placement and investment banking services.

Michael Pelella is a Series 66-registered financial advisor with Equity Services, Inc., bringing 16 years of industry experience. He has worked at National Life Group/NPA Financial and Equity Services since 2012. Outside of financial advising, Pelella serves as CFO for the Saratoga Rugby Football Club, an organization aimed at growing rugby in the Capital Region, and is involved in managing a children's art day camp through Outdoor Art Room LLC. 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 combines long-term investment strategies with options for shorter-term trading and specialized instruments, utilizing multiple advisory platforms and third-party managers.

Antonio Quezada is a financial advisor with Rockefeller Financial LLC and holds a Series 66 designation. He has six years of industry experience, including prior roles at Goldman Sachs & Co. LLC and The AYCO Company, L.P./Mercer Allied. Outside of finance, he serves as a basketball referee for the International Association of Approved Basketball Officials, officiating middle and high school games. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm offers integrated services through affiliated entities and specializes in alternative and private investments, combining wealth, trust, and insurance capabilities under the Rockefeller Global Family Office platform.

Mikayla Brunell is a financial advisor at Rockefeller Financial LLC with one year of industry experience. She holds the Series 66 designation and has worked at several educational institutions including Siena College, Bentley University, and St. Pius X School. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm offers integrated services through affiliated trust and insurance entities and utilizes a range of investment strategies including alternative and private investments.

Isabelle Kuzmich is a financial advisor at Rockefeller Financial LLC with two years of industry experience. She holds the Series 66 designation and previously worked at Ultimus Leverpoint Private Fund Solutions and Trustco Bank. Kuzmich has a diverse work history including roles outside finance such as positions at Dick's Sporting Goods and in education. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, operating also as a registered broker-dealer with capabilities in variable insurance products and investment banking services.

Christopher Yates is a financial advisor with VOYA Financial Advisors, Inc., holding a Series 63 designation and 11 years of industry experience. He has been with VOYA since 2014. Outside of advisory work, he owns a business producing and selling honey and maple syrup. VOYA Financial Advisors provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base, including individuals, charitable organizations, corporations, and plan sponsors. The firm offers a range of advisory programs featuring both discretionary and non-discretionary investment strategies, supported by an active broker-dealer distribution model and a broad affiliate ecosystem.

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 prior roles at The Ayco Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, and institutional clients. The firm offers tailored investment strategies supported by proprietary research and integrates capabilities across the broader Goldman Sachs ecosystem.

Elaine Sillery is a financial advisor at Rockefeller Financial LLC with 15 years of industry experience. She holds a Series 66 credential and has previously worked at Ayco/Goldman Sachs & Co. LLC 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, with a focus on customized strategies and access to alternative and private investments.

Emily Whooley is a CFP® and Series 66-licensed financial advisor with five years of industry experience. She is currently with Rockefeller Financial LLC and has previous experience at First Republic Securities Company, First Republic Investment Management, and FactSet Research Systems. 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, and consulting services, operating uniquely as both an investment advisor and a registered broker-dealer with capabilities in securities transactions, insurance products, and placement and investment banking.

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 previously at The AYCO Company, L.P./Mercer Allied. Keelye has been with Rockefeller Financial and its affiliated firm Rock & Co LLC since 2020. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by offering wealth management, financial planning, portfolio management, and retirement plan consulting. The firm provides integrated services through affiliated trust and insurance entities and offers access to alternative and private investments alongside traditional asset management strategies.

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 with Rockefeller Financial LLC, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at The Ayco Company, L.P./Mercer Allied and KPMG LLP. 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, consulting, and operates as a registered broker-dealer offering a range of investment and placement services.

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.

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.