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.

John Carl is a financial advisor with Rockefeller Financial LLC in Albany, NY, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior work includes eight years at Janney Montgomery Scott followed by a two-year tenure there before joining Rockefeller Capital Management in 2025. Outside of his advisory role, he is involved with Boogie Fish Property LLC. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, offering a range of portfolio management, financial planning, and consulting services. The firm operates with a Private Advisor model and integrates investment solutions across equities, fixed income, and alternatives, while uniquely maintaining broker-dealer registration and providing placement and investment banking services.

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.

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.

Brian Slattery is a CFP® with 14 years of experience in the financial services industry. He is currently affiliated with Private Advisor Group, LLC and has prior experience at Independent Financial Partners and LPL Financial, LLC. Outside of his advisory work, he is a co-owner of B Squared Ad Ops LLC, a company specializing in online ad traffic consulting. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with a range of services including portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model that incorporates both proprietary and third-party investment strategies delivered through various technology platforms.

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.

Adam Boese is a financial advisor at Goldman Sachs Wealth Services with a Series 66 credential and one year of industry experience. His prior work includes roles at Advantage XPo and the Ellsworth Kelly Studio, where he spent seven years. Outside of finance, he has experience working with the Boys and Girls Club. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse range of clients, including individual investors, executives, plan sponsors, and institutional clients. The firm employs strategic allocation models and manager selections, leveraging resources across the Goldman Sachs ecosystem to offer various investment and wealth management solutions.

Andrew King is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and bringing 10 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent a decade at The Ayco Company, L.P./Mercer Allied. King also serves in the United States Army Reserve, a role he has held since 2014. Goldman Sachs Wealth Services offers 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 model portfolios while providing tailored solutions such as Executive Wealth and Private Family Office support.

Michael Mauriello is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and 14 years of industry experience. He 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 wide range of clients, including high-net-worth individuals, corporate participants, and institutional clients. The firm leverages centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.

Johanna Imhof is a financial advisor with Citizens Securities, Inc. in Albany, NY, holding Series 63 and Series 65 licenses and having 18 years of industry experience. Her prior experience includes roles at Wells Fargo Clearing, Fifth Third Securities, HSBC Securities, and Citigroup Global Markets. Outside of advisory work, she owns and manages an interior plant decor business based in Naples, Florida. Citizens Securities serves a diverse retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm provides both a digital advisory program and managed accounts, operating as a broker-dealer and insurance agency under the full ownership of Citizens Bank, N.A.

Andrew Cook Jr. is a financial advisor at &PARTNERS with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing Services LLC, Bank of America, N.A., and Merrill. Outside of his advisory role, he serves as a trustee for Friends Trust in Albany, NY. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and ERISA consulting through both discretionary and non-discretionary strategies, employing a combination of fundamental, technical, and quantitative analysis.

Robert Hope is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Key Investment Services since 2005. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various wrap‑fee advisory programs, model portfolios, separately managed accounts, and brokerage and insurance products. The firm emphasizes client direction in model selection and provides access to third-party discretionary managers, while operating within the KeyCorp group with connections to KeyBank and KeyBanc Capital Markets.

Jeffrey Katz is a financial advisor at Goldman Sachs Wealth Services with eight years of industry experience. He holds the Series 63 and Series 65 designations and has been with Goldman Sachs & Co. LLC since 2017. Prior to joining Goldman Sachs, he was affiliated with Columbia Business School from 2016 to 2018. Goldman Sachs Wealth Services advises a diverse client base including individual investors, executives, plan sponsors, and institutional clients. The firm provides financial planning and portfolio management through tailored strategies supported by specialized investment groups and a broad range of service offerings.

Mark Grosky is a financial advisor with Kestra Advisory Services, holding a Series 66 designation and over 21 years of industry experience. He is also the owner and managing partner of Grosky Law Firm, where he has practiced law for more than 30 years. In addition to his advisory role, Grosky is involved in several business activities, including ownership and development within the real estate sector. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design and compliance, and employee education, supporting investments with due diligence and utilizing multiple management platforms and third-party solutions.

Kevyn Barnes is a financial advisor with Goldman Sachs Wealth Services, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at The AYCO Company, L.P./Mercer Allied since 2000. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a wide range of clients, including individuals, high-net-worth households, corporations, 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.

David Hehir is a financial advisor with Goldman Sachs Wealth Services, holding Series 65 and Series 63 licenses and having seven years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent three years at The Ayco Company, L.P./Mercer Allied. Prior to his advising career, he was employed at the University at Albany, State University of New York. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, plan sponsors, and institutional clients. The firm offers tailored financial planning and portfolio management, leveraging strategic allocation models, manager selections, and operational tools such as tax-aware techniques and proprietary analytics.

John Forte is a Chartered Financial Consultant (ChFC®) with 38 years of industry experience. He is affiliated with Eagle Strategies (NY Life) and has worked with Wealth Strategies Group LLC and New York Life since 1987. Outside of his advisory role, Forte serves as a trustee and finance committee member at Corpus Christi Church, is a board member of the Reigniting Our Faith Foundation, and holds a board position at Utica University, including vice chairmanship of its audit committee. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individuals, institutions, and plan sponsors. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, managing most assets on a predominantly non-discretionary basis within an integrated New York Life affiliate structure.

James Aiello is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior roles include multiple positions at Atlas Private Wealth Management, LLC and Triad Hybrid Solutions. Osaic Advisory Services, LLC is an SEC‑registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and municipal entities. The firm provides investment management, financial planning, retirement plan consulting, and related services through various program models, utilizing a combination of proprietary guidance and third-party platforms.

Ryan Mc Grath is a Series 66-registered financial advisor with Goldman Sachs Wealth Services, bringing five years of industry experience. Prior to joining Goldman Sachs in 2021, he worked at KPMG LLP for three years and held roles at the University at Albany and SUNY Research Foundation. Goldman Sachs Wealth Services serves a diverse client base including individual investors, corporate participants, executives, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm employs a range of strategic allocation models and proprietary tools while leveraging capabilities across the broader Goldman Sachs network.