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 at Rockefeller Financial LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Janney Montgomery Scott for ten years before joining Rockefeller in 2025. Outside of his advisory role, he is involved with Boogie Fish Property LLC. Rockefeller Financial LLC serves ultra-high and high-net-worth clients, including families, family offices, charities, corporations, and retirement plans, providing wealth management, financial planning, and portfolio management services. The firm integrates wealth, trust, and insurance capabilities and offers access to alternative investments and private funds through a comprehensive advisory platform.

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 financial advisor with LPL Financial in Albany, NY, holding CFP® and Series 63 credentials and bringing 13 years of industry experience. He has worked at Private Advisor Group, LLC since 2019 and previously at Independent Financial Partners from 2016 to 2019. Outside of his advisory roles, he is a co-owner of B Squared Ad Ops LLC, an online advertising consulting business. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and accommodates both advisory and brokerage needs through a broad network of investment adviser representatives.

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 at Citizens Securities, Inc. in Albany, NY, with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Wells Fargo Clearing and Fifth Third Securities. Outside of her advisory role, she owns and operates an interior plant decor business based in Naples, FL. Citizens Securities serves a wide retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm’s offerings include a digital advisory program using proprietary algorithms and managed accounts, supported by its affiliation with Citizens Bank, N.A.

Andrew Cook Jr. is a financial advisor at \u0026PARTNERS with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing Services, Bank of America, and Merrill. He also serves as a trustee for Friends Trust in Albany, NY. \u0026PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm offers both investment advisory and brokerage services, utilizing a combination of proprietary models and third-party managers through the Envestnet platform.

Robert Hope is a financial advisor with Key Investment Services LLC in Albany, NY, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has been with Key Investment Services LLC since 2005. Key Investment Services LLC offers advisory services to individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee programs, model portfolios, and managed accounts, combining client-directed strategy selection with ongoing monitoring and due diligence. The firm operates within the KeyCorp group and collaborates with affiliated entities including KeyBank and KeyBanc Capital Markets.

Jeffrey Katz is a financial advisor with Goldman Sachs Wealth Services, holding Series 63 and Series 65 designations and seven years of industry experience. He has been with Goldman Sachs and its affiliates since 2017, including a period at Columbia Business School from 2016 to 2018. Goldman Sachs Wealth Services advises a diverse client base that includes individual investors, executives, plan sponsors, and institutional clients. The firm offers financial planning, portfolio management, and specialized wealth services, utilizing strategic allocation models and a range of advisory platforms integrated within the broader Goldman Sachs ecosystem.

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 several years at Atlas Private Wealth Management, LLC, and more recent work at Triad Hybrid Solutions. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, pension and profit-sharing plans, corporations, trusts, and charitable and governmental entities. The firm provides a variety of services such as investment management, financial planning, retirement plan consulting, and third-party manager oversight, utilizing multiple advisory program models and a combination of proprietary and third-party investment platforms.

Ryan Mc Grath is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and four years of industry experience. His work history includes roles at Goldman Sachs & Co. LLC, KPMG LLP, Teresa Scicchitano, the University at Albany, and SUNY Research Foundation. Goldman Sachs Wealth Services advises a diverse client base including individual investors, executives, plan sponsors, and institutions, providing financial planning, portfolio management, and specialized wealth programs. The firm utilizes strategic allocation models and both discretionary and non-discretionary implementations, supported by integrated capabilities across the Goldman Sachs ecosystem.

Joseph Wardell is a financial advisor with Equity Services, Inc. He holds a Series 66 designation and has one year of experience in the industry. Prior to joining Equity Services, he worked at National Life Group and Aflac. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to a broad range of clients, including individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm combines long-term investment strategies with options for shorter-term trading and utilizes multiple advisory platforms alongside third-party asset managers.