Kara Deweese is a Series 66 licensed financial advisor at Goldman Sachs Wealth Services with two years of industry experience. Her work history includes roles at Goldman Sachs and various other organizations in retail and equestrian eventing. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, utilizing centralized investment resources and tailored solutions including private family office support and retirement plan education within a large integrated financial group.

Walter Klisiwecz is a Certified Financial Planner® with 27 years of industry experience. He has worked at Private Advisor Group, LLC since 2013 and has been affiliated with LPL Financial, LLC since 2004. Klisiwecz serves on the board of the Delmar Masonic Temple Association, Inc. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based model that combines client goal assessment with discretionary and non-discretionary management through proprietary platforms and third-party strategists.

Caroline Dean is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and six years of industry experience. Her background includes roles at Goldman Sachs & Co. LLC and Ernst & Young LLP, as well as experience in academic and service positions. Goldman Sachs Wealth Services serves a broad client base ranging from individual investors to institutional clients, providing financial planning and portfolio management supported by specialized programs and access to alternative investments. The firm employs a range of strategic allocation models and operational tools, integrating capabilities from across the Goldman Sachs ecosystem.

Aaron Difiore is a financial advisor at Goldman Sachs Wealth Services with six years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2019, following roles at The Ayco Company, L.P. and experience at Le Moyne College and Verrillo Motor Car Company. Goldman Sachs Wealth Services advises a diverse client base including individuals, executives, plan sponsors, and institutional clients, providing financial planning and portfolio management alongside specialized wealth programs and access to alternative investments. The firm employs tailored strategic and tactical allocation models supported by integrated resources across the broader Goldman Sachs organization.

Runmeng Wu is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and possessing two years of industry experience. Wu has been with Goldman Sachs since 2018 in various roles and has prior experience at Ernst & Young and Standard Life China. Goldman Sachs Wealth Services serves a diverse client base including individual investors, corporate and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm integrates strategic allocation models, external manager selections, and proprietary research tools within the broader Goldman Sachs ecosystem to tailor solutions for its clients.

Brian Rasizer is a CFA® charterholder with eight years of experience in the financial industry. He currently works at Goldman Sachs Wealth Services, where he has been since 2021, following prior roles at The Ayco Company, L.P./Mercer Allied and State Street Global Advisors. Goldman Sachs Wealth Services supports a wide range of clients, including individual investors, corporate participants, executives, and institutional clients, by providing financial planning, portfolio management, and specialized wealth programs. The firm utilizes strategic allocation models, manager selections, and both discretionary and non-discretionary implementations, leveraging the broader Goldman Sachs network to offer expanded product access and integrated services.

Thomas Landers is a financial advisor with Goldman Sachs Wealth Services, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has worked with Ayco/Goldman Sachs & Co. LLC since 2016, including its predecessor firm, The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides comprehensive financial planning and investment management to a diverse client base, including high-net-worth individuals and institutional clients. The firm utilizes centralized investment resources and offers tailored solutions such as Executive Wealth and Private Family Office support, operating within a large integrated financial group with access to a broad range of affiliated financial services.

Christopher Atwell is a CFA® charterholder with 17 years of industry experience, currently serving as a financial advisor at Goldman Sachs Wealth Services. He has been with Goldman Sachs & Co. since 2015. 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 integrated financial services to offer tailored wealth management solutions.

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 4 years of industry experience. He holds Series 63 and Series 65 licenses. Heslin’s prior experience includes roles at The Colony Group, LLC, Atlas Private Wealth Management, LLC, and BULLARD McLEOD & ASSOCIATES, INC. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with a wide range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

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.

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.