Jason Greene is a Series 66-licensed financial advisor with 14 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 10 years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services advises a wide range of clients, including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm offers financial planning, portfolio management, and specialized services such as Private Family Office and Executive Wealth programs, utilizing strategic allocation models and a variety of implementation platforms.

Charles Peltz is a financial advisor with Goldman Sachs Wealth Services, holding Series 65 and Series 63 licenses and seven years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2019, with prior roles at The Ayco Company, L.P./Mercer Allied and The Lake George Beach Club. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm employs strategic allocation models, manager selections, and both discretionary and non-discretionary implementations, leveraging capabilities across the broader Goldman Sachs ecosystem.

Thomas McGrath is a CFP®-certified financial advisor with 19 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Ballston Spa National Bank, LPL Financial, and SEFCU. He serves as a board member and director of the Estate Planning Association of Eastern NY, where he is involved in oversight and programming. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework, combining active and passive strategies alongside firm-affiliated private and registered funds.

Jenna Felitte is a Series 66-licensed financial advisor with nine years of industry experience. She 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 individual, high-net-worth, corporate, and institutional clients. The firm leverages centralized investment resources and affiliated teams to deliver tailored wealth management solutions through both discretionary and non-discretionary strategies.

Sean James Gibbons is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. He holds a Series 66 designation and previously worked at the University of Limerick and Cora Flooring. 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 employs strategic and tactical allocation models and offers access to a range of specialized services such as Private Family Office and Alternative Investments.

Gregory Bankowski is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and 11 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 10 years at The AYCO Company, L.P./Mercer Allied. 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 model portfolios, delivering services through both discretionary and non-discretionary managers within a large integrated financial group.

Joseph Hermann is a financial advisor with Private Advisor Group, LLC, holding a Series 63 designation and 29 years of industry experience. He has worked at Private Advisor Group since 2013 and has been associated with LPL Financial LLC since 2004. Outside of his advisory role, he operates Joseph Hermann Enterprises, a business entity for tax and investment purposes. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers a range of portfolio management and financial planning services, utilizing various investment approaches and third-party asset management programs.

Martha Nielsen is a CFP® professional at Principal Financial Services with 33 years of industry experience. She has worked at Principal Securities Inc. since 2016 and previously spent five years with Principal Life Insurance Company. Her other business activities include work related to insurance, life products, and fixed annuities. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Heather Carver is a financial advisor with Goldman Sachs Wealth Services, holding a Series 63 designation and 24 years of industry experience. She has worked at Goldman Sachs since 2021 and previously spent 21 years at The Ayco Company, L.P. 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 services and integrates centralized investment resources with a range of affiliated and unaffiliated managers.

Jonathan Sefcik is a Series 66 licensed financial advisor with 20 years of industry experience. He has been with Janney Montgomery Scott since 2008. 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, and municipal clients, offering brokerage services, financial planning, and advisory programs.

Heather Lee is a financial advisor at Goldman Sachs Wealth Services with six years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021. Her prior experience includes roles at The Ayco Company, L.P./Mercer Allied, Mass Mutual, and Yates County Workforce Development. 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 utilizes centralized investment resources and offers tailored programs such as Executive Wealth and Private Family Office support within a large integrated financial group.

Thomas Cucinotta is a financial advisor at Goldman Sachs Wealth Services with 11 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously at The AYCO Company, L.P./Mercer Allied from 2014 to 2021. He holds the Series 63 designation. 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.

Darryll Towsley is a financial advisor with Goldman Sachs Wealth Services, holding a Series 63 designation and bringing 22 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 18 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 and employer-sponsored participants, and institutional clients. The firm utilizes centralized investment resources and model portfolios, offering tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.

Adam Powhida is a financial advisor at Principal Financial Services with two years of industry experience. He holds the Series 66 designation and previously worked at Newport News Shipbuilding and other mechanical firms. In addition to his advisory role, he is involved in the sale of various insurance products including life, disability, annuities, health, long-term care, dental, and Medicare insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under multiple advisory and promoter arrangements.

Andrew Black is a financial advisor at TIAA-CREF with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with TIAA-CREF since 2010. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm operates a vertically integrated advisory model that includes point-in-time planning and ongoing portfolio management, serving clients often connected through TIAA-administered employer retirement plans.

Mia Politano is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services, bringing one year of industry experience. Prior to joining Goldman Sachs, she was affiliated with the firm in earlier roles and has an academic background linked to Middlebury College and Otter Valley Union High School. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, and institutional clients. The firm employs strategic and tactical allocation models alongside a range of specialized services, integrating resources across the Goldman Sachs ecosystem.

Mark Pelersi is a financial advisor with Focus Partners Wealth, LLC in Albany, NY, holding Series 63 and Series 65 licenses and possessing four years of industry experience. His prior roles include positions at The Colony Group, LLC, Rockefeller Capital Management, Shade Tree Advisors LLC, and Ayco, a Goldman Sachs Company. Focus Partners Wealth serves a diverse client base including individuals, families, corporations, retirement plans, and institutions. The firm uses a long-term, tax- and fee-sensitive investment approach combining fundamental and quantitative analysis with a range of investment options and integrates services across managed and held-away assets.

Pranav Mathur is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 license and five years of industry experience. His prior roles include positions at Ayco Company, Brown Brothers Harriman, and State Street Corporation. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base that includes individual investors, executives, plan sponsors, and institutional clients. The firm offers tailored investment strategies supported by proprietary research and extensive resources across the Goldman Sachs network.

Richard Coughlin is a financial advisor at Goldman Sachs Wealth Services with 36 years of industry experience. He holds a Series 63 designation and has worked at Goldman Sachs & Co. LLC since 2021. Prior to that, he was with Mercer Allied Company, L.P. for 27 years and The AYCO Company, L.P. for 36 years. Goldman Sachs Wealth Services provides financial planning, investment management, and related advisory support to a wide range of clients, including individual and high-net-worth households, corporate and employer-sponsored participants, as well as charitable and institutional clients. The firm utilizes centralized investment resources and model portfolios, offering tailored programs such as Executive Wealth, Personal Wealth, and Private Family Office support.

Dana Bertrand is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and six years of industry experience. Dana has been involved with BMT Management and The Ayco Company, L.P./Mercer Allied since 2015 and spent one year working at Seven Horse Pub. 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 utilizes strategic allocation models and manager selections from its specialized investment groups and offers a range of fee arrangements and platforms, supported by integration with Goldman Sachs affiliates.