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.

Eric Tolmie is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 designations and bringing 37 years of industry experience. He has been with Commonwealth Financial Network since 2001. In addition to his advisory work, he owns a private entity, Eric C. Tolmie Financial Services, LLC, which provides tax preparation services. 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 $212.7 billion in client assets. The firm offers a comprehensive adviser-support platform, including managed-account programs, access to third-party asset managers, and custody services, enabling advisors to implement customized investment strategies.

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.

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.