Allison Gido is a Series 66-licensed financial advisor at Goldman Sachs Wealth Services with one year of industry experience. Her prior roles include positions at Kroll and BayCrest Partners. Outside of finance, she operated Beets Juice Bar for three years. 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 customized investment solutions using a range of strategies and proprietary analytics, supported by the broader Goldman Sachs ecosystem and affiliated entities.

Gregory Reo is a Series 66-licensed financial advisor with Valic Financial Advisors in Troy, NY, bringing 10 years of industry experience. He has worked at Valic Financial Advisors since 2015 and is also associated with Agia. Outside of his advisory role, he is involved in tennis and squash instruction, including coaching the Siena College tennis club and organizing squash events at The Fort Orange Club. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.

David Wronowski is a CFA® charterholder and holds a Series 63 license with 25 years of industry experience. He has worked at Goldman Sachs Wealth Services since 2021 and was previously with The Ayco Company, L.P./Mercer Allied from 2007 to 2020. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals, 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.

James Macarevey is a financial advisor at Goldman Sachs Wealth Services with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Goldman Sachs since 2021, following a 20-year tenure at The AYCO Company, L.P./Mercer Allied. Outside of his advisory role, he participates in cryptocurrency mining through SocialChain Inc. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, 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, providing tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Kristin Macdonald is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and bringing 15 years of industry experience. She has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 11 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 individuals, high-net-worth households, corporate participants, and institutional clients. The firm leverages centralized investment resources and a range of tailored offerings, operating as part of a large integrated financial group with a broad array of services and affiliated entities.

Nickolas Cammarene is a Series 66 licensed advisor with Goldman Sachs Wealth Services, bringing two years of industry experience. He has worked previously at Marshalls and completed a four-year period at the University at Buffalo. Goldman Sachs Wealth Services serves a diverse clientele including individual investors, corporate participants, executives, and institutional clients, providing financial planning, portfolio management, and specialized wealth programs. The firm integrates extensive resources across the Goldman Sachs network to tailor investment strategies using advanced research and technology.

Shawn Conroy is a financial advisor at Goldman Sachs Wealth Services with 13 years of industry experience. He holds the Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following a decade 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 individuals, high-net-worth households, corporate participants, and institutional clients. The firm leverages centralized investment resources and offers tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Donald Reutemann is a CFP® professional with 25 years of experience at Equity Services, Inc. He has been with the firm since 2001. Outside of his advisory role, he serves on the board of trustees for the LaSalle Institute, a nonprofit educational institution, and is chairman of the board of directors for the Albany Executives Association, a business networking group. Equity Services, Inc. (ESI Financial Advisors) provides financial planning, consulting, and asset management to a diverse client base including individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, often utilizing third‑party asset managers and model portfolios, and combines long-term strategies with options for shorter-term trading and specialized instruments.

Jared Micheller is a financial advisor with VOYA Financial Advisors, Inc., holding a Series 66 credential and one year of industry experience. Prior to joining VOYA, he worked at Equitable Advisors, LLC. and spent over a decade at Skidmore College. VOYA Financial Advisors, Inc. serves a diverse client base, including individual and institutional investors, retirement plan sponsors, and high-net-worth individuals. The firm provides services such as financial planning, portfolio management, and plan-sponsor consulting through various program structures, including non-discretionary recommendation-based arrangements.

Deborah Collins is an investment adviser representative at Voya Financial Advisors, Inc. with 21 years of industry experience. She has previously worked at Empire State Wealth Management, Manning & Napier Investor Services, Inc., and Healthcare Community Securities Corp. Collins also serves as a trustee for an irrevocable family trust. Voya Financial Advisors, Inc. serves a diverse client base including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides financial planning, portfolio management, wrap programs, and plan-sponsor consulting, primarily through non-discretionary, recommendation-based advisory relationships.

Timothy Schmidt is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and five years of industry experience. He previously worked at Neuberger Berman and has a diverse background including roles at Equitable Advisors and Northwestern Mutual. Outside of finance, he spent several years involved with St. Peter's Cemetery. Goldman Sachs Wealth Services caters to a wide range of clients including individuals, executives, plan sponsors, and institutions. The firm offers comprehensive financial planning and portfolio management, leveraging strategic allocation models and both discretionary and non-discretionary implementations within the broader Goldman Sachs ecosystem.

Noah Sicard is a financial advisor at Equity Services, Inc. with a Series 66 credential. He has been in the financial industry since 2026, following six years of service in the United States Marine Corps. Prior to joining Equity Services, he was self-employed for three years. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to a diverse client base including individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms that incorporate third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.

Piotr Skladzinski is a financial advisor at GWN Securities Inc. with 45 years of industry experience. He has been with GWN Securities since 2005. Outside of his advisory role, he works as an insurance broker specializing in life, health, and long-term care insurance. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm manages approximately $3.65 billion across more than 37,000 client accounts and offers a range of investment programs including both traditional asset allocation and legacy market-timing strategies.

Justin Marks is a financial advisor at Goldman Sachs Wealth Services with credentials including Series 65, Series 63, and Series 66. He has been affiliated with Goldman Sachs and its related entities since 2023 and has prior experience at Allstate. Marks also spent time in academic roles at the University of Delaware and New York University. 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 integrates proprietary research, tactical allocation models, and a broad range of affiliated resources across the Goldman Sachs network to tailor solutions to client objectives.

Rachel Mcdermott is a Series 66 licensed financial advisor with six years of experience at Equity Services, Inc. She has also worked with National Life Group and is involved with Place Called OM, where she serves as a workshop instructor. Outside of her advisory role, Mcdermott is active as a mental health counselor, continuing education instructor, and volunteer finance committee member for a local food cooperative, and she facilitates support groups for families with special needs children. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management to a diverse client base including individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms combining long-term strategies with options for shorter-term trading and utilizes a network of third-party asset managers and model portfolios.

Justin Arnold is a financial advisor with Eagle Strategies (New York Life) in Latham, NY, holding Series 66 and Series 63 licenses and three years of industry experience. His prior work includes roles at Walmart DC and Albany Management. Outside of his advisory career, he is involved with Love City Church. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm provides tailored solutions across multiple program types, emphasizing primarily non-discretionary asset management and fiduciary responsibilities for retirement investors.

Breidy Siminiel is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and one year of industry experience. Prior to joining Goldman Sachs, Siminiel worked at Cavalry Portfolio Services and Hornblower Cruises, and spent six years at the State University of New York at Oswego. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base including individuals, high-net-worth households, corporate participants, and institutional clients. The firm offers tailored solutions through centralized investment resources and integrates services across affiliated entities such as banking and retirement consulting.

Thomas Landers IV is a Series 66 licensed financial advisor with Goldman Sachs Wealth Services, bringing two years of industry experience. Before joining Goldman Sachs, he held roles at various firms including Trio Tutoring and Unicell Body Co. outside of the financial sector. Goldman Sachs Wealth Services serves a broad client base, including individual investors, corporate participants, executives, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm integrates advanced investment strategies and proprietary analytics within the broader Goldman Sachs ecosystem to tailor client solutions.

David Williams is a financial advisor at Voya Financial Advisors, Inc. in Albany, NY, holding a Series 66 designation with 26 years of industry experience. He has been with Voya Financial Advisors since 2014. Outside of his advisory role, he also works as an independent insurance agent specializing in the sale of fixed insurance products. Voya Financial Advisors serves a wide range of clients, including individuals, institutional investors, and retirement plan sponsors. The firm offers various advisory programs such as financial planning, portfolio management, and third-party money manager access, primarily providing non-discretionary recommendations for its managed assets.

Shravan Pratheesh is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. He holds a Series 66 credential and previously worked at Advantage XPO and Iris Outsourcing. 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 specialized services such as Private Family Office programs and access to Alternative Investments, utilizing a range of strategic, tactical, and operational tools supported by its integrated global platform.