Ryan Ostiguy is a Series 66–licensed financial advisor with Goldman Sachs Wealth Services, based in Cohoes, NY. He has three years of industry experience, including his current role at Goldman Sachs & Co LLC since 2023. His prior work history includes multiple positions at Marist College and roles outside financial services such as at Pheasant Hollow Golf Course and Columbia High School. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base that includes individual investors, executives, institutional clients, and plan sponsors. The firm utilizes strategic and tactical allocation models, manager selections, and a range of fee arrangements, leveraging resources across the broader Goldman Sachs ecosystem to deliver comprehensive wealth management solutions.

Bourke Kraus is a financial advisor with Goldman Sachs Wealth Services holding a Series 66 designation and eight years of industry experience. His prior roles include positions at The Ayco Company, L.P./Mercer Allied, Special Counsel, and the Shenendehowa School District. He is currently based in Cohoes, NY. Goldman Sachs Wealth Services advises a diverse client base including individual investors, executives, plan sponsors, and institutional clients. The firm provides financial planning and portfolio management, leveraging strategic allocation models and access to alternative investments within the broader Goldman Sachs ecosystem.

Bryant Nikodem is a financial advisor at Goldman Sachs Wealth Services with 17 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following 15 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 offers tailored services such as Executive Wealth and Private Family Office support, utilizing centralized investment resources and a combination of discretionary and non-discretionary managers within a large integrated financial group.

Manqian Yang is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services, based in Cohoes, NY, and has three years of industry experience. Prior to joining Goldman Sachs, Yang held roles at Atlantix Partners, Shenzhen HighTop Certified Public Accountants, and EC USA Holdings Inc., among others. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individual, high-net-worth, corporate, charitable, and institutional clients. The firm uses centralized investment resources and model portfolios, delivering services through a mix of discretionary and non-discretionary managers while integrating offerings across its broad financial platform.

Sean Smith is a financial advisor at Goldman Sachs Wealth Services with 11 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2019, including prior roles at The Ayco Company, L.P. and Mercer Allied. Goldman Sachs Wealth Services serves a diverse client base ranging from individual investors to institutional clients, offering financial planning, portfolio management, and specialized programs such as Private Family Office services and Executive Wealth programs. The firm employs a strategic and tactical investment approach supported by integrated resources across the Goldman Sachs ecosystem.

Brett Clatworthy is a financial advisor at Goldman Sachs Wealth Services with 11 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following eight years at 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 and high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and a range of discretionary and non-discretionary managers, providing tailored offerings such as Executive Wealth and Private Family Office support within a large integrated financial group.

Elizabeth Hill is a financial advisor at Goldman Sachs Wealth Services holding a Series 66 designation with one year of industry experience. Her prior work includes roles at Goldman Sachs & Co. LLC and Merch Pier, as well as teaching positions at the University of Virginia, Hopewell High School, and Timberland Middle School. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering financial planning, portfolio management, and specialized wealth services. The firm employs strategic and tactical allocation models supported by multiple affiliated groups and platforms, integrating proprietary analytics and a broad range of fee arrangements.

Nathan Derrick is a financial advisor with Goldman Sachs Wealth Services holding a Series 66 designation and five years of industry experience. His work history includes roles at Goldman Sachs & Co. LLC since 2021 and previous positions at The Ayco Company. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, and institutional clients, offering financial planning, portfolio management, and specialized programs such as Private Family Office services and Executive Wealth programs. The firm employs strategic and tactical allocation models and integrates capabilities across Goldman Sachs affiliates to provide comprehensive investment solutions.

Sarah Motto is a financial advisor at Goldman Sachs Wealth Services with nine years of industry experience. She holds Series 65 and Series 63 licenses and has worked at Goldman Sachs & Co. LLC since 2018, following prior roles at The Ayco Company, L.P./Mercer Allied, LPL Financial, LLC, and State Employees Federal Credit Union. Goldman Sachs Wealth Services advises a diverse client base including individual investors, executives, plan sponsors, and institutional clients, offering financial planning, portfolio management, and specialized programs such as Private Family Office services and Executive Wealth programs. The firm utilizes strategic allocation models and a range of platforms to tailor plans, leveraging resources across the Goldman Sachs ecosystem.

Kyla Archie is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. She holds a Series 66 designation and has spent her career primarily at Goldman Sachs Ayco Personal Financial Management and Goldman Sachs & Co. LLC. Previously, she worked at Cardona's Market and Vans, and has been affiliated with The College of Saint Rose. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm provides financial planning and portfolio management with specialized services such as Private Family Office and Executive Wealth programs, utilizing strategic allocation models and proprietary research within the broader Goldman Sachs ecosystem.

Kenneth Shriver is a financial advisor with Eagle Strategies (NY Life) holding Series 63 and Series 66 licenses and has two years of industry experience. He previously worked at Datto, A Kaseya Company, from 2016 to 2023. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple program types tailored to client objectives, with a significant portion of assets managed on a non-discretionary basis.

Kathleen Starr is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and bringing 20 years of industry experience. She worked at The AYCO Company, L.P./Mercer Allied for 16 years before joining Goldman Sachs in 2021. Goldman Sachs Wealth Services offers 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 a range of discretionary and non-discretionary managers to deliver tailored wealth solutions and operates within a large integrated financial group with multiple affiliated entities and specialized programs.

Emily Adams is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. She holds a Series 66 designation and previously worked at DeFranceschi & Klemm, PC and the Law Office of John H. Prettyman. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, and institutional clients. The firm tailors investment strategies using both discretionary and non-discretionary implementations supported by proprietary research and analytics within the broader Goldman Sachs ecosystem.

Kara Deweese is a Series 66 licensed financial advisor at Goldman Sachs Wealth Services with two years of industry experience. Her work history includes roles at Goldman Sachs and various other organizations in retail and equestrian eventing. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, utilizing centralized investment resources and tailored solutions including private family office support and retirement plan education within a large integrated financial group.

Caroline Dean is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and six years of industry experience. Her background includes roles at Goldman Sachs & Co. LLC and Ernst & Young LLP, as well as experience in academic and service positions. Goldman Sachs Wealth Services serves a broad client base ranging from individual investors to institutional clients, providing financial planning and portfolio management supported by specialized programs and access to alternative investments. The firm employs a range of strategic allocation models and operational tools, integrating capabilities from across the Goldman Sachs ecosystem.

Jenna Potter is a Series 66-credentialed financial advisor with six years of industry experience, currently with Goldman Sachs Wealth Services since 2018. Her prior experience includes roles at The Ayco Company, L.P. and Mercer Allied. Outside of her advisory work, she serves as a Direct Support Representative at Independent Support Services, assisting a disabled individual on a part-time basis. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals 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.

Kellyann Risler is a financial advisor at Rockefeller Financial LLC with 10 years of industry experience and holds a Series 66 designation. She has worked at Rockefeller Financial since 2019 and previously at The Ayco Company, L.P./Mercer Allied from 2014 to 2019. 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, variable insurance products, and investment banking services.

Aaron Difiore 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 2019, following roles at The Ayco Company, L.P. and experience at Le Moyne College and Verrillo Motor Car Company. Goldman Sachs Wealth Services advises a diverse client base including individuals, executives, plan sponsors, and institutional clients, providing financial planning and portfolio management alongside specialized wealth programs and access to alternative investments. The firm employs tailored strategic and tactical allocation models supported by integrated resources across the broader Goldman Sachs organization.

Michelle Matan is a Series 66 credentialed advisor with Rockefeller Financial LLC, based in Saratoga Springs, NY, and has 14 years of industry experience. Prior to joining Rockefeller in 2020, she worked at Bank of America and Merrill from 2014 to 2020. 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 a Private Advisor model with a consolidated investment platform offering discretionary and non-discretionary portfolio management, financial planning, brokerage services, and access to alternative investments.

Daniel Hardwick is a financial advisor at Rockefeller Financial LLC with one year of industry experience. He holds a Series 66 designation and has worked at Rockefeller Capital Management since 2025. His prior roles include positions at Sobel & Co., LLC and the Township of Parsippany-Troy Hill. 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, operating both as an investment advisor and a registered broker-dealer with integrated offerings across equities, fixed income, and alternatives.