Christopher Hunt is a financial advisor at Key Investment Services LLC with 25 years of industry experience. He holds Series 63 and Series 66 designations and has been with Key Investment Services since 2013. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee advisory programs, model portfolios, and managed accounts. The firm emphasizes client direction in model selection and provides oversight and due diligence on third-party advisory products while operating within the KeyCorp group.

Sean O Toole is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Warner Bros. Discovery and teaching experience at Wake Forest University and Riverdale Country School. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm uses a combination of strategic and tactical allocation models, manager selections, and both discretionary and non-discretionary implementations, leveraging resources across the Goldman Sachs ecosystem.

Nicholas Lemire is a financial advisor with Goldman Sachs Wealth Services holding a Series 66 designation and less than one year of industry experience. His prior work includes roles at Goldman Sachs Ayco and the New York State Office of Information Technology Services, as well as experience in the hospitality sector. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm integrates strategic allocation models and proprietary research with multiple service platforms, leveraging the broader Goldman Sachs network to provide comprehensive financial solutions.

Jodi Herman is a financial advisor with Eagle Strategies (NY Life) based in Latham, NY. She holds a Series 66 designation and has 12 years of industry experience, including prior roles at Raymond James Financial Services and Wealth Strategies Group. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated representatives. The firm emphasizes tailored recommendations and manages a significant portion of its assets on a non-discretionary basis, working with both individual and institutional clients.

Mekiah Rivera is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. He holds the Series 66 designation and has prior work history with Goldman Sachs Ayco and Rensselaer Polytechnic Institute. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm offers tailored financial planning and portfolio management using strategic allocation models and managerial selections, supported by proprietary analytics and a range of service platforms.

John Tenofsky is a financial advisor at Key Investment Services LLC with 20 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior roles include positions at TIAA, Citizens Securities, TD Ameritrade, Bank of America, and Merrill. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed model selection and ongoing monitoring, while also providing access to third-party discretionary managers and supervisory oversight.

Christopher West is a financial advisor at Goldman Sachs Wealth Services with seven years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at The Ayco Company, L.P./Mercer Allied before joining Goldman Sachs in 2018. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, employers, and institutional clients, leveraging strategic allocation models and a broad range of affiliated resources across the Goldman Sachs ecosystem.

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.

Michael Zielenski is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and 10 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent seven 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 high-net-worth individuals, corporate participants, and institutional clients. The firm utilizes centralized investment resources and model portfolios, delivering tailored services such as Executive Wealth and Private Family Office support through a combination of discretionary and non-discretionary management.

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.

Kurt Heiss is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and bringing 12 years of industry experience. He worked at The AYCO Company, L.P./Mercer Allied for seven years before joining Goldman Sachs in 2021. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm offers comprehensive financial planning, portfolio management, and specialized services such as Private Family Office and Executive Wealth programs, utilizing a range of strategic allocation models, tax-aware techniques, and proprietary analytics.

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.

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.

Jeffrey Pollard is a financial advisor at Rockefeller Financial LLC with 22 years of industry experience. He holds a Series 66 designation and previously worked at Janney Montgomery Scott and Wells Fargo Advisors. Outside of his advisory role, he volunteers as an assistant men's lacrosse coach at Skidmore College. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients. The firm offers portfolio management, financial planning, and investment banking services through a Private Advisor model and a consolidated investment platform covering equities, fixed income, and alternatives.

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.