Joseph Abed El Latif 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 with 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, high-net-worth, corporate, charitable, and institutional clients. The firm provides tailored services through integrated resources and employs a combination of discretionary and non-discretionary managers, leveraging centralized investment strategies and cross-affiliate capabilities.

Rachel Fiedler is a financial advisor with TIAA-CREF in Latham, NY, holding Series 65, 63, and 66 licenses and having 24 years of industry experience. She has been with TIAA-CREF since 2014. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm provides customized portfolio management and acts as adviser to a donor-advised fund sponsored by Charityvest.

John Burke is a financial advisor with Goldman Sachs Wealth Services holding a Series 66 designation and 15 years of industry experience. Prior to joining Goldman Sachs in 2021, he spent 10 years 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, corporate participants, executives, and institutional clients. The firm offers tailored investment strategies supported by specialized teams and proprietary analytics, leveraging the broader Goldman Sachs network to deliver a wide range of wealth management and advisory services.

Natalie Freilich is an advisor at Goldman Sachs Wealth Services with a Series 66 credential and one year of industry experience. Her background includes roles in education and law prior to joining Goldman Sachs. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm’s advisory teams utilize strategic allocation models and proprietary research, offering a range of services from Private Family Office programs to Financial Wellness initiatives.

William Boardman V is a CFP®-certified financial advisor with eight years of industry experience. He currently works at Principal Financial Services and Principal Life Insurance Company, having joined in 2026. His prior experience includes roles at Goldman Sachs & Co. LLC and The Ayco Company, L.P., among others. Principal Securities provides brokerage and registered investment advisory services to individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel stationed outside the United States. The firm’s advisory services include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Liam Mc Donough is a Series 66-licensed financial advisor at Goldman Sachs Wealth Services with one year of industry experience. Prior to joining Goldman Sachs, he worked at GP Fund Solutions and was involved with the Pulsifer Career Development Center at Bentley University. He also has experience at the Country Club of Troy. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a wide range of clients, including individuals, high-net-worth households, corporations, and institutional clients. The firm offers tailored services such as Executive Wealth and Private Family Office support, utilizing centralized investment resources and a mix of discretionary and non-discretionary managers within a large integrated financial group.

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.

Dawn Damelio is a CFP® with 26 years of experience in the financial industry, currently serving at Equity Services, Inc. since 2000. She also has over two decades of tenure with National Life Group. Outside of her advisory role, she is active as a speaker and presenter, creating and delivering presentations to various audiences. Equity Services, Inc., operating 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 and frequently utilizes third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading.

Megan Bishop is a financial advisor at Goldman Sachs Wealth Services with six years of industry experience. She holds a Series 66 credential and has worked at Goldman Sachs and The Ayco Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a broad range of clients, including high-net-worth individuals, corporate participants, and institutional clients. The firm leverages centralized investment resources and integrated financial group affiliates to deliver tailored wealth management solutions.

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.

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.

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.