Colleen Felske is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and bringing two years of industry experience. She has been with Goldman Sachs and The Ayco Company LP since 2019. Outside of her advisory role, she is also a licensed real estate broker with Howard Hanna Real Estate Services, assisting buyers and sellers with real estate transactions. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, and institutional clients, offering comprehensive financial planning and portfolio management. The firm integrates strategic allocation models, manager selections, and proprietary analytics within the broader Goldman Sachs ecosystem to deliver tailored investment solutions.

John Heslin is a financial advisor at Focus Partners Wealth, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at The Colony Group, Atlas Private Wealth Management, BULLARD McLEOD & ASSOCIATES, INC., and Tradition Capital Management. Focus Partners Wealth serves individual, high-net-worth, family office, corporate, retirement plan, and institutional clients, offering a wide range of investment management and wealth services. The firm employs a long-term, tax- and fee-sensitive investment approach using a combination of fundamental and quantitative analysis and integrates various investment strategies within a broad advisory platform.

Mackenzie Scharf is a Series 66-licensed financial advisor with eight years of industry experience. She has worked at Goldman Sachs & Co. LLC since 2019 and previously spent four 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 and portfolio management supported by specialized programs and access to alternative investments. The firm utilizes strategic and tactical allocation models along with proprietary analytics to tailor solutions across various account types and platforms.

Yelizaveta Malysheva is a Series 66 licensed financial advisor at Goldman Sachs Wealth Services with four years of industry experience. Her prior roles include positions at Jay Goldman Family Office and West Texas A&M. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, and institutional clients. The firm utilizes centralized investment resources and offers tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Sarah Sprout is a financial advisor at Goldman Sachs Wealth Services with 15 years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs 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 utilizes centralized investment resources and offers tailored solutions such as Executive Wealth and Private Family Office support, leveraging its integration within a large financial group.

Jose Segura is a financial advisor with Primerica Advisors in Latham, NY, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Primerica Advisors and Guardian Life Insurance Co of America since 2013. Outside of his advisory role, he assists dental organizations with strategic business discussions through Segura Strategic Advisors, LLC. Primerica Advisors operates as part of Park Avenue Securities LLC, serving a broad retail client base including individual and high-net-worth investors with a range of brokerage and advisory services. The firm offers multiple proprietary advisory programs and utilizes a combination of proprietary and third-party investment solutions.

John Dineen is a financial advisor at Goldman Sachs Wealth Services with nine years of industry experience. He holds the Series 66 designation and has worked at Goldman Sachs since 2019, following seven years at The Ayco Company, L.P./Mercer Allied. Outside of his advisory role, he serves as a firefighter for the Albany Fire Department. 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 integrates strategic and tactical allocation models with a range of platforms and proprietary tools, leveraging its broader Goldman Sachs network to offer comprehensive wealth management solutions.

Paul Haldeman is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) based in Latham, NY. He holds a Series 63 designation and has 15 years of industry experience. Prior to joining Equity Services in 2018, he worked at Transamerica Financial Advisors and World Financial Group. He is also active with Thoroughbred Advisors, LLC, where he serves as an insurance agent. Equity Services, Inc. offers 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.

Joel White is a financial advisor at Citizens Securities, Inc. with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at John Hancock and its affiliated entities for over 17 years. Outside of his advisory role, he volunteers as a flag football and soccer coach for children with Plymouth Recreation. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers a mix of investment advisory programs, brokerage, and insurance services, including a digital advisory program managed in partnership with SigFig and a Managed Account program.

Ryan Roy is a financial advisor with Equity Services, Inc. He holds a Series 66 designation and has been active in the financial industry since 2021, including roles at Wise Financial LLC. Outside of finance, he has experience working in legal services at Razzano Law, PLLC. 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, estates, charitable organizations, and employer retirement plans. The firm employs multiple advisory platforms that combine long-term investment strategies with options for shorter-term trading and specialized instruments, and operates as both a broker-dealer and SEC-registered investment adviser.

Caitlyn Miller is a Series 66 licensed advisor with Goldman Sachs Wealth Services and has three years of industry experience. Prior to joining Goldman Sachs in 2022, she worked at Tronco Financial Group and has part-time roles at Duck Pond Farms, an ice cream store, and GymRat LLC, a basketball recruiting company. Goldman Sachs Wealth Services serves a diverse client base including individual investors, corporate and employer-sponsored participants, executives, and institutional clients, providing financial planning, portfolio management, and specialized wealth programs. The firm employs strategic and tactical allocation models, discretionary and non-discretionary implementations, and offers a range of fee arrangements supported by proprietary and third-party analytics.

Joseph Buscema is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and one year of industry experience. His prior work history includes roles at Empire Financial Advisors and various positions outside finance, such as at Shake Shack and Bailey's Cafe. He has also been affiliated with the University at Albany and Greenfield Summer Recreation. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, and institutional clients, offering financial planning, portfolio management, and specialized programs. The firm's advisory teams customize plans using strategic allocation models and proprietary research, benefiting from integration with Goldman Sachs’ broader financial ecosystem.

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®-designated financial advisor with nine years of industry experience. She is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, Atlas Private Wealth Management, Capital Financial Services, and The Ayco Company/Mercer Allied. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that integrates 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.

Elizabeth Hoffman is a financial advisor at Equity Services, Inc. with one year of industry experience. She holds a Series 66 designation and has held positions at Equity Services, The Vermont Agency, and Equitable Advisors, LLC. Prior to her advisory career, her work history includes roles in healthcare, retail, and education. 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, estates, charitable organizations, and employer retirement plans. The firm combines long-term investment strategies with the option for shorter-term trading and specialized instruments, utilizing multiple advisory platforms and third-party asset managers.

Timothy Drumm is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 25 years of industry experience. He has worked at Private Advisor Group since 2013 and has also been affiliated with LPL Financial since 2006. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs.

Jason Delaney is a financial advisor with Eagle Strategies (NY Life) in Latham, NY, holding Series 63 and Series 66 licenses and possessing 17 years of industry experience. He has worked with New York Life Insurance Company and NYLIFE Securities LLC since 2008. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis.

Tyler Brady is a financial advisor at Goldman Sachs Wealth Services with seven years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Goldman Sachs & Co. LLC since 2018, following a prior role 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 proprietary research and integrates capabilities from across the broader Goldman Sachs platform.