Susan Schell is a financial advisor with Independent Financial Partners, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has worked with Independent Financial Partners since 2011 and was previously affiliated with LPL Financial. Outside of her advisory role, she is a part-owner of Warbler Brewery, LLC, and serves on the boards of the Hartwick College Alumni Association, Westminster Presbyterian Church, and the Financial Planning Association of Northeastern New York. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a decentralized multi-advisor platform. The firm supports a wide range of clients with customizable investment strategies and notable retirement-plan advisory and pension consulting services.

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.

Michael Cowles is a financial advisor with Janney Montgomery Scott, holding the CFP® designation and Series 63 and 66 licenses. He has 34 years of industry experience and has been with Janney since 2016. Outside of his advisory role, he serves as an adjunct professor at Siena College, teaching Insurance and Risk Management in the Financial Planning Program. Janney Montgomery Scott LLC manages approximately $110 billion in client assets and serves a diverse client base including individuals, families, trusts, estates, and institutional entities. The firm offers a range of brokerage, financial planning, and advisory services, utilizing both in-house and third-party portfolio management across multiple programs.

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.

Dustin Conte is a financial advisor at Equity Services, Inc. with two years of industry experience. He holds a Series 66 designation and has previously worked at National Life Group and David Varriale Construction. Outside of his advisory role, he operates an insurance agency and is involved in a real estate business as a landlord. Equity Services, Inc., also known 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 combines long-term investment strategies with options for shorter-term trading, utilizing multiple advisory platforms and third-party asset managers.

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.

Walter Klisiwecz is a Certified Financial Planner® with 27 years of industry experience. He has worked at Private Advisor Group, LLC since 2013 and has been affiliated with LPL Financial, LLC since 2004. Klisiwecz serves on the board of the Delmar Masonic Temple Association, Inc. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based model that combines client goal assessment with discretionary and non-discretionary management through proprietary platforms and third-party strategists.

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.

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.

Runmeng Wu is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and possessing two years of industry experience. Wu has been with Goldman Sachs since 2018 in various roles and has prior experience at Ernst & Young and Standard Life China. Goldman Sachs Wealth Services serves a diverse client base including individual investors, corporate and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm integrates strategic allocation models, external manager selections, and proprietary research tools within the broader Goldman Sachs ecosystem to tailor solutions for its clients.

Brian Rasizer is a CFA® charterholder with eight years of experience in the financial industry. He currently works at Goldman Sachs Wealth Services, where he has been since 2021, following prior roles at The Ayco Company, L.P./Mercer Allied and State Street Global Advisors. Goldman Sachs Wealth Services supports a wide range of clients, including individual investors, corporate participants, executives, and institutional clients, by providing financial planning, portfolio management, and specialized wealth programs. The firm utilizes strategic allocation models, manager selections, and both discretionary and non-discretionary implementations, leveraging the broader Goldman Sachs network to offer expanded product access and integrated services.

Thomas Landers is a financial advisor with Goldman Sachs Wealth Services, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has worked with Ayco/Goldman Sachs & Co. LLC since 2016, including its predecessor firm, The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides comprehensive financial planning and investment management to a diverse client base, including high-net-worth individuals and institutional clients. The firm utilizes centralized investment resources and offers tailored solutions such as Executive Wealth and Private Family Office support, operating within a large integrated financial group with access to a broad range of affiliated financial services.