Trevor Connors is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) and holds a Series 66 credential. He has two years of industry experience, including roles supporting financial planning and portfolio analysis. Outside of his advisory work, he produces short-form digital content for the TikTok Affiliate Program. Equity Services, Inc. provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm combines long-term investment strategies with options for shorter-term trading and works with multiple third-party asset managers across various advisory platforms.

Megan Donnelly is a financial advisor with Citizens Securities, Inc. in Albany, NY. She holds Series 65 and Series 63 licenses and has 13 years of industry experience, including eight years at HSBC Securities (USA) Inc. and HSBC Bank USA, N.A. She is also a Notary Public for the State of New York, serving Citizens-related documentation needs. Citizens Securities serves a broad 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 platform using ETF-based portfolios and a managed account program, operating as a broker-dealer and insurance agency under the ownership of Citizens Bank, N.A.

David Lewicki is a financial advisor at Equity Services, Inc. with the designations ChFC® and Series 66 and four years of industry experience. He has worked at Equity Services since 2022 and also has experience with NPA Financial and DePaula Chevrolet. Lewicki serves as a board member and ambassador for the Guilderland Chamber of Commerce, where he is involved in member relations and organizational oversight. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm operates as both a broker-dealer and SEC-registered investment adviser, offering multiple advisory platforms that include third-party asset managers and model portfolios with a mix of long-term and specialized investment strategies.

Ashley King is a financial advisor at Goldman Sachs Wealth Services with 14 years of industry experience. She has held roles at Ayco/Goldman Sachs & Co. LLC since 2011, including positions at The AYCO Company, L.P./Mercer Allied prior to joining Goldman Sachs. 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 employs centralized investment resources and a mix of discretionary and non-discretionary managers, offering tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Lee Lashombe is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 designations and 17 years of industry experience. His career includes multiple roles at Key Investment Services and KeyBank since 2016. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment choices and ongoing oversight while leveraging its connections within the KeyCorp group.

T. Rajchel is a financial advisor with Goldman Sachs Wealth Services, holding a Series 63 designation and 27 years of industry experience. He has been with Ayco/Goldman Sachs & Co. LLC since 2018 and previously worked at The Ayco Company, L.P./Mercer Allied for over two decades. 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 employs strategic and tactical allocation models and offers a range of specialized services such as Private Family Office support and Executive Wealth programs, leveraging resources across the broader Goldman Sachs organization.

Regina Pollack is a financial advisor with Goldman Sachs Wealth Services holding a Series 66 designation and five years of industry experience. She has worked at Goldman Sachs & Co. LLC since 2021 and previously spent five years at The Ayco Company, L.P., including a period under Mercer Allied. Goldman Sachs Wealth Services serves a diverse client base ranging from individual investors to institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm utilizes strategic and tactical allocation models, manager selection processes, and a variety of fee arrangements to tailor solutions, leveraging integrated capabilities across the broader Goldman Sachs organization.

Rachel Soka is a financial advisor with Focus Partners Wealth, LLC and holds Series 65 and Series 63 licenses. She has 19 years of industry experience, including previous roles at Connectus Wealth, Atlas Private Wealth Management, Royal Alliance Associates, and Vahanian & Associates Financial. Focus Partners Wealth serves a broad client base including individual, high-net-worth, family office, corporate, retirement plan, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach through enhanced open architecture, combining fundamental and quantitative analysis along with diversified portfolio strategies and affiliated service companies.

Olivia Anastasy is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience and holds a Series 66 designation. Prior to joining Goldman Sachs, she worked at the Bank of New Hampshire and has been affiliated with Bentley University since 2020. Outside of her advisory role, she sells clothing through online retailers Mercari and Depop. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base that includes individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm employs strategic and tactical allocation models and offers specialized programs alongside access to alternative investments, leveraging resources across the Goldman Sachs ecosystem.

Gregory Reo is a Series 66-licensed financial advisor with Valic Financial Advisors in Troy, NY, bringing 10 years of industry experience. He has worked at Valic Financial Advisors since 2015 and is also associated with Agia. Outside of his advisory role, he is involved in tennis and squash instruction, including coaching the Siena College tennis club and organizing squash events at The Fort Orange Club. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.

David Wronowski is a CFA® charterholder and holds a Series 63 license with 25 years of industry experience. He has worked at Goldman Sachs Wealth Services since 2021 and was previously with The Ayco Company, L.P./Mercer Allied from 2007 to 2020. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals, corporate participants, and institutional clients. The firm offers tailored services such as Executive Wealth and Private Family Office support, utilizing centralized investment resources and a combination of discretionary and non-discretionary managers within a large integrated financial group.

Timothy Bloomer is a Series 66-licensed financial advisor at Citizens Securities, Inc. with four years of industry experience. His prior roles include positions at Equitable Advisors LLC and several academic and community organizations. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering both advisory programs and brokerage and insurance services. The firm’s investment offerings include a digital advisory program managed in partnership with SigFig and a Managed Account program, and it operates as a broker-dealer and insurance agency.

Lionel Martina is a financial advisor at Citizens Securities, Inc. in Albany, NY, holding a Series 66 designation with two years of industry experience. His prior roles include positions at Bank J. Safra Sarasin Ltd, Mercer (Nederland) B.V., and The Prudential Insurance Company of America. Outside of his advisory work, he serves as a general board member at De Bonte Leeuw, a Dutch language and culture primary school. Citizens Securities serves a broad retail client base including individual and high-net-worth investors and offers investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, operating as both a broker-dealer and insurance agency.

James Macarevey is a financial advisor at Goldman Sachs Wealth Services with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Goldman Sachs since 2021, following a 20-year tenure at The AYCO Company, L.P./Mercer Allied. Outside of his advisory role, he participates in cryptocurrency mining through SocialChain Inc. Goldman Sachs Wealth Services offers 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 a combination of discretionary and non-discretionary managers, providing tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

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.

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.

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 with VOYA Financial Advisors, Inc. based in Clifton Park, NY. She holds Series 63 and Series 65 licenses and has 21 years of industry experience. Prior to joining VOYA and Empire State Wealth Management in 2023, she worked at Manning & Napier Investor Services, Inc. and Healthcare Community Securities Corp. Collins also serves as a trustee for a family irrevocable trust. VOYA Financial Advisors provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base including individuals, charitable organizations, and corporations. The firm offers a mix of model portfolios and manager-driven investment options, supporting both discretionary and non-discretionary programs.

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.