Kristin Macdonald is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and bringing 15 years of industry experience. She 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 diverse client base, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm leverages centralized investment resources and a range of tailored offerings, operating as part of a large integrated financial group with a broad array of services and affiliated entities.

Brian Cuneo is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously worked at The Ayco Company, L.P./Mercer Allied for 23 years before joining Rockefeller Financial and Rockefeller & Company LLC in 2019. Outside of his advisory role, Mr. Cuneo serves as an uncompensated trustee for a personal insurance trust and is a licensed insurance agent with an affiliate of his firm. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families and family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management, financial planning, and consulting services through a Private Advisor model and consolidates investment solutions across equities, fixed income, and alternatives.

Nickolas Cammarene is a Series 66 licensed advisor with Goldman Sachs Wealth Services, bringing two years of industry experience. He has worked previously at Marshalls and completed a four-year period at the University at Buffalo. Goldman Sachs Wealth Services serves a diverse clientele including individual investors, corporate participants, executives, and institutional clients, providing financial planning, portfolio management, and specialized wealth programs. The firm integrates extensive resources across the Goldman Sachs network to tailor investment strategies using advanced research and technology.

Daniel Mccormack is a Series 66-licensed financial advisor with nine years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent five years at The Ayco Company, L.P./Mercer Allied. He is based in Saratoga Springs, NY. 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 uses centralized investment resources and model portfolios, delivering tailored services through a combination of discretionary and non-discretionary managers within a large integrated financial group.

Shawn Conroy is a financial advisor at Goldman Sachs Wealth Services with 13 years of industry experience. He holds the Series 66 designation and has worked at Goldman Sachs & Co. LLC 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 leverages centralized investment resources and offers tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Donald Reutemann is a CFP® professional with 25 years of experience at Equity Services, Inc. He has been with the firm since 2001. Outside of his advisory role, he serves on the board of trustees for the LaSalle Institute, a nonprofit educational institution, and is chairman of the board of directors for the Albany Executives Association, a business networking group. Equity Services, Inc. (ESI Financial Advisors) provides financial planning, consulting, and asset management to a diverse client base including individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, often utilizing third‑party asset managers and model portfolios, and combines long-term strategies with options for shorter-term trading and specialized instruments.

Deborah Collins is an investment adviser representative at Voya Financial Advisors, Inc. with 21 years of industry experience. She has previously worked at Empire State Wealth Management, Manning & Napier Investor Services, Inc., and Healthcare Community Securities Corp. Collins also serves as a trustee for an irrevocable family trust. Voya Financial Advisors, Inc. serves a diverse client base including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides financial planning, portfolio management, wrap programs, and plan-sponsor consulting, primarily through non-discretionary, recommendation-based advisory relationships.

Timothy Schmidt is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and five years of industry experience. He previously worked at Neuberger Berman and has a diverse background including roles at Equitable Advisors and Northwestern Mutual. Outside of finance, he spent several years involved with St. Peter's Cemetery. Goldman Sachs Wealth Services caters to a wide range of clients including individuals, executives, plan sponsors, and institutions. The firm offers comprehensive financial planning and portfolio management, leveraging strategic allocation models and both discretionary and non-discretionary implementations within the broader Goldman Sachs ecosystem.

Piotr Skladzinski is a financial advisor at GWN Securities Inc. with 45 years of industry experience. He has been with GWN Securities since 2005. Outside of his advisory role, he works as an insurance broker specializing in life, health, and long-term care insurance. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm manages approximately $3.65 billion across more than 37,000 client accounts and offers a range of investment programs including both traditional asset allocation and legacy market-timing strategies.

Justin Marks is a financial advisor at Goldman Sachs Wealth Services with credentials including Series 65, Series 63, and Series 66. He has been affiliated with Goldman Sachs and its related entities since 2023 and has prior experience at Allstate. Marks also spent time in academic roles at the University of Delaware and New York University. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering financial planning, portfolio management, and specialized wealth services. The firm integrates proprietary research, tactical allocation models, and a broad range of affiliated resources across the Goldman Sachs network to tailor solutions to client objectives.

Joseph Thrailkill is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 65 designations and four years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC, JP Morgan Chase Bank, Bank of America, and FNB Inc. Outside of finance, he was involved with The Brook Tavern/The Wishing Well for ten years. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, consulting, and operates as a registered broker-dealer, providing a consolidated investment platform with discretionary and non-discretionary solutions across various asset classes.

Justin Arnold is a financial advisor with Eagle Strategies (New York Life) in Latham, NY, holding Series 66 and Series 63 licenses and three years of industry experience. His prior work includes roles at Walmart DC and Albany Management. Outside of his advisory career, he is involved with Love City Church. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm provides tailored solutions across multiple program types, emphasizing primarily non-discretionary asset management and fiduciary responsibilities for retirement investors.

Breidy Siminiel is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and one year of industry experience. Prior to joining Goldman Sachs, Siminiel worked at Cavalry Portfolio Services and Hornblower Cruises, and spent six years at the State University of New York at Oswego. 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 offers tailored solutions through centralized investment resources and integrates services across affiliated entities such as banking and retirement consulting.

Thomas Landers IV is a Series 66 licensed financial advisor with Goldman Sachs Wealth Services, bringing two years of industry experience. Before joining Goldman Sachs, he held roles at various firms including Trio Tutoring and Unicell Body Co. outside of the financial sector. Goldman Sachs Wealth Services serves a broad client base, including individual investors, corporate participants, executives, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm integrates advanced investment strategies and proprietary analytics within the broader Goldman Sachs ecosystem to tailor client solutions.

Shravan Pratheesh is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. He holds a Series 66 credential and previously worked at Advantage XPO and Iris Outsourcing. 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 specialized services such as Private Family Office programs and access to Alternative Investments, utilizing a range of strategic, tactical, and operational tools supported by its integrated global platform.

Brody O'Connor 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, Point72, Columbia University, and Ballston Spa National Bank. Outside of finance, he was involved with Cunningham's Ice and Coin Laundry for five years. 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 utilizes strategic and tactical allocation models, discretionary and non-discretionary management, and a range of fee structures while leveraging the broader Goldman Sachs ecosystem and its affiliated services.

Ainsley Hutchison is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation. She joined Goldman Sachs in 2025 and previously worked at the UK Mission to the UN and the British Embassy in Washington. Hutchison also attended law school from 2022 to 2025. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a wide range of clients, including individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored solutions such as Executive Wealth and Private Family Office support, leveraging centralized investment resources and a large integrated financial group structure.

Joseph Curtin is a financial advisor with Farther, holding Series 63 and Series 65 licenses and 26 years of industry experience. His prior work includes ten years at Stifel and seven years at both Private Client Services and Golden Wealth Management. He serves as Managing Director of North Legend Partners LLC, a family LLC engaged in eBay sales. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a combined web, mobile, and in-person platform. The firm’s investment approach relies on Modern Portfolio Theory and proprietary model portfolios, utilizing a range of securities alongside algorithmic rebalancing and AI tools with internal oversight.

Sierra Barry is a Series 66-licensed financial advisor at Goldman Sachs Wealth Services with one year of industry experience. Prior to joining Goldman Sachs, she held roles at Advantage xPO, Oswego County Opportunities, and SUNY Oswego. Barry has also been involved with Oswego Opera and held various positions spanning education and community organizations. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate participants, executives, and institutions. The firm utilizes strategic allocation models, manager selections, and a range of platforms and pricing programs, benefiting from integration across Goldman Sachs affiliates to offer comprehensive wealth management solutions.

Nicole Davis is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience and holds a Series 66 credential. Prior to her current role, she worked at Goldman Sachs Ayco and has diverse experience including positions in education and hospitality. She has also spent time at Livingston Manor Central School and Siena College. Goldman Sachs Wealth Services advises a broad client base including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm provides financial planning and portfolio management with specialized programs and access to alternative investments, leveraging integrated resources across the Goldman Sachs ecosystem.