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.

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.

Jon Connell is a CFP® professional with six years of industry experience, currently serving with NewEdge Advisors. His prior experience includes six years at Edward Jones and service in the United States Army. NewEdge Advisors is an enterprise-scale registered investment adviser serving a diverse client base, including high-net-worth individuals, corporations, and charitable organizations. The firm offers a range of portfolio management and consulting services through various program structures, combining in-house manager selection with third-party strategies and technology-enabled tools.

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.

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.

Jason Delaney is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 66 designations. He has 18 years of industry experience, including roles at NYLIFE Securities LLC and New York Life Insurance Company dating back to 2008. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm specializes in tailored advisory solutions for individual investors, institutional clients, and retirement plans, with a focus on non-discretionary asset management and integrated insurance-related advisory products.

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.

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.