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 financial advisor at Citizens Securities, Inc. with four years of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors LLC. His background includes roles outside financial services, including positions at the University of Maine and Hopkinton Country Club. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers investment advisory programs alongside brokerage and insurance services, with a digital advisory program that uses proprietary algorithms to recommend ETF-based portfolios.

Lionel Martina is a financial advisor at Citizens Securities, Inc. in Albany, NY, with two years of industry experience. He holds a Series 66 designation and has prior experience at Bank J. Safra Sarasin Ltd, Mercer (Nederland) B.V., and The Prudential Insurance Company of America. Outside of his advisory role, he serves as a general board member for a Dutch language and culture primary school. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, and offers a range of investment advisory programs alongside brokerage and insurance services. The firm operates both discretionary and non-discretionary platforms and is wholly owned by Citizens Bank, N.A.

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.

Jared Micheller is a financial advisor with VOYA Financial Advisors, Inc., holding a Series 66 credential and one year of industry experience. Prior to joining VOYA, he worked at Equitable Advisors, LLC. and spent over a decade at Skidmore College. VOYA Financial Advisors, Inc. serves a diverse client base, including individual and institutional investors, retirement plan sponsors, and high-net-worth individuals. The firm provides services such as financial planning, portfolio management, and plan-sponsor consulting through various program structures, including non-discretionary recommendation-based arrangements.

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.

Peter Laurenzo is a CFP® with 41 years of industry experience, currently serving as an advisor at GWN Securities Inc. since 2005. Prior to that, he has been associated with Connecticut Mutual Life Insurance Company since 1985. Outside of his advisory role, he is a principal at Northeast Wealth Management, LLC, where he provides income tax preparation and college planning services. GWN Securities is an SEC-registered investment adviser and broker-dealer with a network of approximately 423 advisors managing about $3.65 billion across more than 37,000 client accounts. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, employing a range of investment strategies including traditional asset allocation and legacy market-timing and momentum-based approaches.

Noah Sicard is a financial advisor at Equity Services, Inc. with a Series 66 credential. He has been in the financial industry since 2026, following six years of service in the United States Marine Corps. Prior to joining Equity Services, he was self-employed for three years. Equity Services, Inc., operating as 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 that incorporate third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.

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.

James Brandemarte is a financial advisor at Citizens Securities, Inc. in Albany, NY, holding Series 65 and Series 66 licenses with 24 years of industry experience. He has worked at Citizens Securities since 2009. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering 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 under the ownership of Citizens Bank, N.A.

Stephanie Haase is a CFP® and CFA® with 14 years of industry experience, currently affiliated with Steward Partners Investment Advisory, LLC. She has held roles at Steward Partners Investment Solutions, LLC, Steward Partners Global Advisory, LLC, and Raymond James Financial Services. Haase is the owner of Haase Family Advisors, a separate financial advisory business. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, estates, and nonprofits, offering a range of portfolio management, financial planning, and consulting services through both proprietary and third-party strategies.

Brian Enright is a financial advisor with Janney Montgomery Scott in Albany, NY, holding a Series 63 designation and bringing 39 years of industry experience. He has been with Janney Montgomery Scott since 2002. Outside of his advisory work, he serves as a trustee of the Fort Orange Club and is involved with the Hartman Farm Foundation as a board member and its incoming president. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage, financial planning, consulting, and various advisory programs.

Rachel Mcdermott is a Series 66 licensed financial advisor with six years of experience at Equity Services, Inc. She has also worked with National Life Group and is involved with Place Called OM, where she serves as a workshop instructor. Outside of her advisory role, Mcdermott is active as a mental health counselor, continuing education instructor, and volunteer finance committee member for a local food cooperative, and she facilitates support groups for families with special needs children. Equity Services, Inc., doing business as 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 combining long-term strategies with options for shorter-term trading and utilizes a network of third-party asset managers and model portfolios.

Broderick Yates is a financial advisor at Commonwealth Financial Network with one year of industry experience. He holds a Series 66 designation and has worked at Bryant Maloney Prinzo Wealth Management and Bryant Asset Management. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing about $213 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody and clearing services.