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.

Jeffrey Weygant is a financial advisor with TIAA-CREF, holding a Series 66 designation and bringing 24 years of industry experience. He has been with TIAA-CREF since 2014. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, and other entities. The firm offers both point-in-time planning and ongoing portfolio management, with a fiduciary standard applied to its advisory services.

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 with Goldman Sachs Wealth Services, holding a Series 66 designation and four years of industry experience. Her work history includes roles at Goldman Sachs Ayco Personal Financial Management since 2021, as well as positions at The Mathworks, Bryant University, Nordstrom, Michael's, and Natick High School. 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 wealth programs. The firm integrates strategic allocation models and proprietary analytics within a broad ecosystem that includes multiple Goldman Sachs affiliates.

Christopher Hunt is a financial advisor at Key Investment Services LLC with 25 years of industry experience. He holds Series 63 and Series 66 designations and has been with Key Investment Services since 2013. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee advisory programs, model portfolios, and managed accounts. The firm emphasizes client direction in model selection and provides oversight and due diligence on third-party advisory products while operating within the KeyCorp group.

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.

Jodi Herman is a financial advisor with Eagle Strategies (NY Life) based in Latham, NY. She holds a Series 66 designation and has 12 years of industry experience, including prior roles at Raymond James Financial Services and Wealth Strategies Group. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated representatives. The firm emphasizes tailored recommendations and manages a significant portion of its assets on a non-discretionary basis, working with both individual and institutional clients.

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.

John Tenofsky is a financial advisor at Key Investment Services LLC with 20 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior roles include positions at TIAA, Citizens Securities, TD Ameritrade, Bank of America, and Merrill. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed model selection and ongoing monitoring, while also providing access to third-party discretionary managers and supervisory oversight.

Christopher West is a financial advisor at Goldman Sachs Wealth Services with seven years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at The Ayco Company, L.P./Mercer Allied before joining Goldman Sachs in 2018. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, employers, and institutional clients, leveraging strategic allocation models and a broad range of affiliated resources across the Goldman Sachs ecosystem.

Aren Cummings is a Series 66 credentialed advisor at Goldman Sachs Wealth Services with less than one year of industry experience. Prior to joining Goldman Sachs, Aren worked at TJ Maxx and Amphenol and attended Union College. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, and institutional clients, offering financial planning, portfolio management, and specialized programs. The firm utilizes strategic allocation models, manager selections, and various platforms to tailor investment solutions while integrating resources across the broader Goldman Sachs ecosystem.

Daniel Usher is a CFP® with 19 years of experience in the financial industry. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 14 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 utilizes centralized investment resources and a range of discretionary and non-discretionary managers to deliver tailored wealth management solutions.

Michael Zielenski is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and 10 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent seven 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 high-net-worth individuals, corporate participants, and institutional clients. The firm utilizes centralized investment resources and model portfolios, delivering tailored services such as Executive Wealth and Private Family Office support through a combination of discretionary and non-discretionary management.

Zachary Girvin is a financial advisor at Goldman Sachs Wealth Services with six years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley and 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 such as Private Family Office and Executive Wealth services. The firm utilizes a combination of strategic and tactical allocation models and integrates resources across the broader Goldman Sachs ecosystem.

Kurt Heiss is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and bringing 12 years of industry experience. He worked at The AYCO Company, L.P./Mercer Allied for seven years before joining Goldman Sachs in 2021. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm offers comprehensive financial planning, portfolio management, and specialized services such as Private Family Office and Executive Wealth programs, utilizing a range of strategic allocation models, tax-aware techniques, and proprietary analytics.

James Kennedy Jr. is a financial advisor with Mercer Global Advisors Inc. holding a Series 66 license and eight years of industry experience. His prior roles include positions at Northwestern Mutual Investment Services, Purshe Kaplan Sterling Investments, and Goldman Sachs. Outside of finance, he owns and operates a boutique lawn service business. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing a range of advisory services including investment management, financial, tax, retirement, and estate planning. The firm emphasizes a globally diversified investment approach grounded in Modern Portfolio Theory, utilizing low-cost ETFs, index funds, and other investment vehicles.

Angelo Fodera is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 credential and one year of industry experience. His prior roles include positions at Goldman Sachs Ayco, Alliance Global Partners, and East Coast Guard. Outside of finance, he has worked in the landscaping and restaurant industries. Goldman Sachs Wealth Services advises a diverse client base ranging from non‑high-net-worth individuals to institutional clients, providing financial planning, portfolio management, and specialized services such as Private Family Office and Executive Wealth programs. The firm integrates strategic allocation models, manager selections, and both discretionary and non-discretionary implementations, leveraging extensive resources across the broader Goldman Sachs network.