Joseph Hasenkopf is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and 12 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent eight years at The AYCO Company, L.P./Mercer Allied. Outside of his advisory role, Hasenkopf consults for Crystal Brook Resort and Hasenkopf, LLC, providing business and advertising guidance for these resort management organizations. 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 model portfolios, delivering tailored solutions through both discretionary and non-discretionary managers within an integrated financial group.

Rhiannon Commisso is a financial advisor at Goldman Sachs Wealth Services with 18 years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following 14 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 high-net-worth individuals, corporate participants, and institutional clients. The firm utilizes centralized investment resources and model portfolios, combining discretionary and non-discretionary managers, and provides specialized programs such as Executive Wealth and Private Family Office support.

Caleb Keysor is a financial advisor with Eagle Strategies (New York Life) based in Latham, NY, holding Series 63 and Series 66 licenses and with eight years of industry experience. His prior work includes roles at Naked Turtle and Foot Locker, and he has been affiliated with NYLIFE Securities LLC and New York Life since 2018. He has also been involved with Siena College since 2014. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and plan sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm operates primarily on a non-discretionary basis and integrates advisory services with insurance and annuity products through its affiliation with New York Life.

Darren Conte is a financial advisor at Equity Services, Inc. with four years of industry experience. He holds a Series 66 designation and has prior work history including roles at National Life Group and Thoroughbred Advisors. Outside of his advisory work, he volunteers with The 4U Foundation, a charity focused on social and educational programming for youth at risk of homelessness. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to a diverse client base including individuals, corporations, trusts, and charitable organizations. The firm uses multiple advisory platforms and predominantly long-term investment strategies, combining brokerage and advisory services with both discretionary and non-discretionary management options.

Michael Long is a financial advisor at Citizens Securities, Inc. with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Fidelity Investments. Outside of his advisory role, he has experience as a camp counselor at Camp Sewataro. 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, operating within a bank-owned enterprise structure.

Scott Russell is a financial advisor with Goldman Sachs Wealth Services, holding a Series 63 designation and possessing 22 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 15 years at Ayco/Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and related advisory support to a diverse client base, including individual and high-net-worth households, corporate and employer-sponsored participants, as well as charitable and institutional clients. The firm utilizes centralized investment resources and model portfolios, offering tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.

Luigi Gazzillo is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and three years of industry experience. He has been with Goldman Sachs Ayco Personal Financial Management since 2019 and previously worked at Aflac, Mens Wearhouse, Dick's Sporting Goods, and Pigliavento Builders. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to individual, high-net-worth, corporate, charitable, and institutional clients. The firm leverages centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.

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.

Brandie Mulligan is a CFP® with 19 years of industry experience. She is currently with &PARTNERS, where she has worked since 2026. Her prior experience includes roles at Wells Fargo Clearing Services LLC, Bank of America, N.A., and Merrill. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, and institutional clients. The firm offers investment management, financial and tax planning, and ERISA consulting, utilizing a mix of fundamental, technical, and quantitative analysis along with third-party strategies.

Richard Occhiogrosso is a financial advisor with Citizens Securities, Inc. in Albany, NY, holding a Series 66 credential and 10 years of industry experience. He previously worked at J.P. Morgan Securities and JP Morgan Chase Bank from 2017 to 2025, and earlier at Axa Advisors, LLC from 2015 to 2017. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors as well as individual retirement plans. The firm offers investment advisory programs alongside brokerage and insurance services, featuring a digital advisory program using proprietary algorithms and a managed account program.

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.