Nicole Davis is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience and holds a Series 66 credential. Prior to her current role, she worked at Goldman Sachs Ayco and has diverse experience including positions in education and hospitality. She has also spent time at Livingston Manor Central School and Siena College. Goldman Sachs Wealth Services advises a broad client base including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm provides financial planning and portfolio management with specialized programs and access to alternative investments, leveraging integrated resources across the Goldman Sachs ecosystem.

Maram Nashar is a financial advisor with Eagle Strategies (NY Life) based in Latham, NY, holding Series 63 and Series 66 licenses and with 20 years of industry experience. Her prior roles include positions at Tailored Wealth Solutions LLC and Tarella and Testa Financial Group. Nashar is also appointed as an insurance broker for non-registered insurance products and operates under the DBA Tailored Wealth Solutions for related business activities. Eagle Strategies serves a diverse client base including individuals, institutional investors, and retirement plans, providing financial planning, investment management, and advisory services with an emphasis on tailored, primarily non-discretionary solutions integrated within the New York Life affiliate structure.

Austin Phillips is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and three years of industry experience. He has worked at Goldman Sachs Ayco since 2021 and previously held positions at The Federal Savings Bank, Pioneer Bank, and Jackson Lewis, P.C. He also has experience in higher education institutions, including The College of Saint Rose and Hudson Valley Community College. Goldman Sachs Wealth Services provides 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 leverages centralized investment resources and offers tailored solutions such as Executive Wealth, Personal Wealth, and Private Family Office support within a large integrated financial group.

Paul Fernandes is a financial advisor at Rockefeller Financial LLC with 11 years of industry experience. He holds a Series 66 designation and previously worked at Goldman Sachs & Co. LLC and The Ayco Company, L.P./Mercer Allied. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm combines a Private Advisor model with a consolidated investment platform, offering discretionary and non-discretionary portfolio management, financial planning, and brokerage services alongside alternative investment access.

Brandon Siebert is a financial advisor with TIAA-CREF, holding a Series 66 designation and 18 years of industry experience. He has been with TIAA-CREF since 2016. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs primarily to individuals with existing TIAA retirement plan relationships, as well as trusts, estates, partnerships, and small retirement plans. The firm’s advisory model distinguishes between one-time planning services and ongoing portfolio management, employing both model-based and customized investment strategies.

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.

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.

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.

Thomas Murphy is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Goldman Sachs Wealth Services since 2021. Prior to joining Goldman Sachs, he worked for 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, high-net-worth, corporate, charitable, and institutional clients. The firm employs centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support, operating within a large integrated financial group with a range of affiliated financial capabilities.

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.

Cory Larmour is a financial advisor at Commonwealth Financial Network with six years of industry experience. He holds the Series 66 designation and has worked at several firms, including LPL Financial, Stratos Wealth Partners, Bank of America, and Merrill. Outside of his advisory role, he is involved in audio production, including producing, mixing, and mastering audio. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, technology, and operational support. The firm offers both discretionary model portfolios and customizable investment solutions, supporting advisors with compliance and practice management.

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.

Keith Fredrickson is a financial advisor with Lincoln Investment, holding a Series 66 designation and over 21 years of industry experience. His career includes roles at Merrill, Bank of America, and currently Lincoln Investment since 2024. Outside of financial advising, he owns several media-related businesses including music production and podcasting ventures focused on guitar lessons, health, self-help, and finance. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a significant emphasis on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment management services, employing both strategic and tactical approaches overseen by an Investment Management & Research team.

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.