Thomas Jones is a financial advisor with Goldman Sachs Wealth Services, holding a Series 63 designation and bringing 24 years of industry experience. He has worked at Ayco/Goldman Sachs & Co. LLC since 2021 and previously spent 21 years at Mercer Allied/The Ayco Company. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a wide range of clients, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and a combination of discretionary and non-discretionary managers to deliver tailored wealth management solutions.

Paul Murray is a CFP® with 34 years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott since 2001. He is based in Albany, NY. Murray also serves on the board and investment committee of the Cobleskill Richmondville Education Foundation, a charitable organization supporting student activities and classroom enrichment. 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 client base including individuals, families, trusts, estates, corporations, and charitable organizations, offering brokerage, financial planning, and advisory services through a combination of in-house and third-party portfolio management.

Christine Suozzi is a CFP® professional based in Albany, NY, with nine years of industry experience. She currently works at Focus Partners Wealth, LLC and has previously held roles at The Colony Group, LLC, Atlas Private Wealth Management, LLC, Capital Financial Services, LLC, and The Ayco Company, L.P./Mercer Allied. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients by providing wealth management, financial planning, retirement plan consulting, and access to private and registered pooled investment vehicles. The firm employs a long-term investment approach combining active and passive strategies within an enhanced open architecture framework.

Chas Lacko is a financial advisor at Goldman Sachs Wealth Services with nine years of industry experience. He holds a Series 66 designation and has previously worked at The Ayco Company, L.P./Mercer Allied before joining Goldman Sachs in 2021. Goldman Sachs Wealth Services advises individual investors, executives, plan sponsors, and institutional clients, offering financial planning, portfolio management, and specialized services such as Private Family Office and Executive Wealth programs. The firm’s advisory teams use strategic allocation models and manager selections to tailor plans and portfolios, leveraging integration with the broader Goldman Sachs ecosystem and employing advanced operational tools including AI-driven research.

Timothy Drumm is a financial advisor with Private Advisor Group, LLC and holds a Series 66 designation. He has 25 years of industry experience, including roles at LPL Financial, LLC since 2006. Drumm operates within an independent investment advisory firm structure. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based model and uses a variety of investment strategies and technology platforms, often implementing advice through third-party managers and advisory programs.

Tyler Brady is a financial advisor at Goldman Sachs Wealth Services with seven years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Goldman Sachs & Co. LLC since 2018, following three years at The Ayco Company, L.P./Mercer Allied. 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. The firm emphasizes tailored strategies supported by internal research groups and integrates resources across the Goldman Sachs ecosystem to provide comprehensive wealth management solutions.

Brian White is a financial advisor with TD Private Client Wealth LLC in Troy, NY, holding a Series 66 designation and seven years of industry experience. He has been affiliated with multiple educational institutions as an adjunct professor, teaching various business and finance courses. His prior experience includes roles at TD Bank N.A. and Saratoga National Bank. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients. The firm employs a mix of strategic and tactical asset allocations through both affiliated and third-party managers, offering portfolio management, financial planning, and custody services.

Grace Nicastro is a Series 66-licensed financial advisor with six years of industry experience. She has worked at Goldman Sachs & Co. LLC since 2019, following roles at The Ayco Company, L.P./Mercer Allied and Siena ITS. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients, providing financial planning, portfolio management, and specialized wealth programs. The firm leverages strategic allocation models, manager selections, and proprietary analytics, with integration across Goldman Sachs affiliates enhancing its service offerings.

Sarah Polzello 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 PKF O'Connor Davies for four years. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm offers financial planning and portfolio management, utilizing strategic allocation models, manager selections, and both discretionary and non-discretionary implementations across a range of fee arrangements and platforms.

Donald Timpanaro is a financial advisor at Goldman Sachs Wealth Services with 27 years of industry experience. He holds a Series 63 designation and has worked at Goldman Sachs & Co. LLC since 2021, following five 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, executives, corporate participants, and institutional clients. The firm uses strategic and tactical allocation models and offers specialized programs such as Private Family Office services and Financial Wellness, leveraging resources across the broader Goldman Sachs network.

Terance Ruso Sr. is a financial advisor at Stratos Wealth Partners, Ltd with 27 years of industry experience. He holds a Series 63 designation and has worked at firms including LPL Financial, Holistic Wealth Advisors, and Cetera. Outside of advisory work, he serves on the City of Rensselaer Zoning Board of Appeals and the Rensselaer Housing Authority. Stratos Wealth Partners, Ltd is an SEC-registered enterprise advisory firm with approximately 379 advisors and $18.6 billion in assets under management, serving individuals, retirement plans, corporations, nonprofits, and institutional clients. The firm employs an open-architecture, IAR-driven model offering discretionary and non-discretionary portfolio management through customized portfolios and multiple third-party platforms and sub-advisors.

Sean Buff is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and three years of industry experience. Prior to joining Goldman Sachs Ayco Personal Financial Management in 2022, he worked at Trustco Bank and held positions at Siena College and Unidine Lifestyles. Outside of finance, he is a part-time employee of DoorDash, providing food delivery services. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporations, and institutional clients. The firm utilizes centralized investment resources and a mix of discretionary and non-discretionary managers, providing tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.

Liam Roohan is a Series 66-licensed financial advisor at Goldman Sachs Wealth Services with six years of industry experience. Prior to joining Goldman Sachs in 2019, he worked at The Ayco Company, L.P./Mercer Allied and attended Le Moyne College. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, plan sponsors, and institutional clients. The firm employs strategic and tactical allocation models and offers a range of fee arrangements, leveraging its integration with the broader Goldman Sachs ecosystem to provide access to specialized investment and advisory capabilities.

Abigail Kiggen is a financial advisor at Goldman Sachs Wealth Services with a Series 66 credential and five years of industry experience. She has been with Goldman Sachs Ayco Personal Financial Management since 2021. Prior to her current role, Abigail held positions at The Mathworks, Bryant University, Nordstrom, Michael's, and Natick High School. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base including individual investors, corporate and employer-sponsored participants, executives, plan sponsors, and institutional clients. The firm offers tailored investment strategies supported by research and resources from across the Goldman Sachs organization.

Sean O Toole is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Warner Bros. Discovery and teaching experience at Wake Forest University and Riverdale Country School. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm uses a combination of strategic and tactical allocation models, manager selections, and both discretionary and non-discretionary implementations, leveraging resources across the Goldman Sachs ecosystem.

Nicholas Lemire is a financial advisor with Goldman Sachs Wealth Services holding a Series 66 designation and less than one year of industry experience. His prior work includes roles at Goldman Sachs Ayco and the New York State Office of Information Technology Services, as well as experience in the hospitality sector. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm integrates strategic allocation models and proprietary research with multiple service platforms, leveraging the broader Goldman Sachs network to provide comprehensive financial solutions.

Anita Morin is a financial advisor with Primerica Advisors in Loudonville, NY, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has worked with Guardian Life Insurance Company since 2010 and has been self-employed since 2008. Outside of her advisory role, she provides fee-based consulting for business and estate planning through Planning Alliance Consulting and serves as a director of the Estate Planning Council of Eastern New York as well as assistant treasurer of the Fort Orange Garden Club. Primerica Advisors operates as an enterprise-level firm serving a broad retail client base with a range of brokerage and advisory services, including financial and retirement planning. The firm offers multiple proprietary advisory programs and access to third-party investment managers, implementing a variety of strategies tailored to individual client needs.

Gavin Heffernan is a financial advisor with GWN Securities Inc. in Albany, NY, holding Series 63 and Series 65 licenses and three years of industry experience. His prior work includes roles at Northwestern Mutual and Northeast Wealth Management, as well as bartending at Mixed Breed Brewing. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients with discretionary managed accounts, financial planning, and access to third-party sub-advisers. The firm manages approximately $3.65 billion across more than 37,000 accounts and offers a range of managed-account programs, including both traditional and active investment strategies.

Mekiah Rivera is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. He holds the Series 66 designation and has prior work history with Goldman Sachs Ayco and Rensselaer Polytechnic Institute. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm offers tailored financial planning and portfolio management using strategic allocation models and managerial selections, supported by proprietary analytics and a range of service platforms.

Christopher West is a financial advisor at Goldman Sachs Wealth Services with seven years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at The Ayco Company and 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 utilizes strategic allocation models and offers access to specialized programs and alternative investments, leveraging resources across the broader Goldman Sachs organization.