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 an advisor at Goldman Sachs Wealth Services holding Series 63, 65, and 66 licenses. He began his career in finance in 2023 and has previously worked at Allstate and held academic roles at the University of Delaware and New York University. Goldman Sachs Wealth Services advises a diverse client base including individuals, executives, plan sponsors, and institutions. The firm offers tailored financial planning and portfolio management, leveraging strategic allocation models, manager selections, and a range of implementation approaches within the broader Goldman Sachs ecosystem.

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.

Justin Arnold is a financial advisor with Eagle Strategies (New York Life) based in Latham, NY. He holds Series 63 and Series 66 licenses and has three years of industry experience. Prior to joining Eagle Strategies and New York Life, Arnold worked at Walmart DC and Albany Management. Outside of his advisory role, he is involved with Love City Church. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Breidy Siminiel is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and one year of industry experience. Prior to joining Goldman Sachs, Siminiel worked at Cavalry Portfolio Services and Hornblower Cruises, and spent six years at the State University of New York at Oswego. 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 solutions through centralized investment resources and integrates services across affiliated entities such as banking and retirement consulting.

Thomas Landers IV is a Series 66 licensed financial advisor with Goldman Sachs Wealth Services, bringing two years of industry experience. Before joining Goldman Sachs, he held roles at various firms including Trio Tutoring and Unicell Body Co. outside of the financial sector. Goldman Sachs Wealth Services serves a broad client base, including individual investors, corporate participants, executives, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm integrates advanced investment strategies and proprietary analytics within the broader Goldman Sachs ecosystem to tailor client solutions.

David Williams is a financial advisor at Voya Financial Advisors, Inc. in Albany, NY, holding a Series 66 designation with 26 years of industry experience. He has been with Voya Financial Advisors since 2014. Outside of his advisory role, he also works as an independent insurance agent specializing in the sale of fixed insurance products. Voya Financial Advisors serves a wide range of clients, including individuals, institutional investors, and retirement plan sponsors. The firm offers various advisory programs such as financial planning, portfolio management, and third-party money manager access, primarily providing non-discretionary recommendations for its managed assets.

Jessica Massas is a Series 66-licensed advisor at Goldman Sachs Wealth Services with one year of industry experience. She has worked at Goldman Sachs & Co. LLC since 2026 and has a background that includes education and various service roles prior to joining the firm. Goldman Sachs Wealth Services advises a diverse client base including individual investors, executives, plan sponsors, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm integrates strategic allocation models, manager selections, and proprietary analytics, supported by the broader Goldman Sachs ecosystem, to tailor solutions across multiple platforms and fee arrangements.

Shravan Pratheesh is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. He holds a Series 66 credential and previously worked at Advantage XPO and Iris Outsourcing. 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 offers specialized services such as Private Family Office programs and access to Alternative Investments, utilizing a range of strategic, tactical, and operational tools supported by its integrated global platform.

Brody O'Connor is a financial advisor at Goldman Sachs Wealth Services with six years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2019, following roles at The Ayco Company, Point72, Columbia University, and Ballston Spa National Bank. Outside of finance, he was involved with Cunningham's Ice and Coin Laundry for five years. 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 utilizes strategic and tactical allocation models, discretionary and non-discretionary management, and a range of fee structures while leveraging the broader Goldman Sachs ecosystem and its affiliated services.

Ainsley Hutchison is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation. She joined Goldman Sachs in 2025 and previously worked at the UK Mission to the UN and the British Embassy in Washington. Hutchison also attended law school from 2022 to 2025. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a wide range of clients, including individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored solutions such as Executive Wealth and Private Family Office support, leveraging centralized investment resources and a large integrated financial group structure.

Susan Crannell is a financial advisor with Eagle Strategies (NY Life) in Albany, NY, holding a Series 66 designation and 11 years of industry experience. Her prior roles include positions at Goldman Sachs & Co. LLC and The Ayco Company, L.P. She has briefly engaged in insurance brokering outside of New York Life products but does not intend to continue this activity. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a broad network of advisors. The firm offers a range of program types and emphasizes tailoring recommendations to client objectives, with a significant focus on non-discretionary asset management and institutional clients.

Sierra Barry is a Series 66-licensed financial advisor at Goldman Sachs Wealth Services with one year of industry experience. Prior to joining Goldman Sachs, she held roles at Advantage xPO, Oswego County Opportunities, and SUNY Oswego. Barry has also been involved with Oswego Opera and held various positions spanning education and community organizations. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate participants, executives, and institutions. The firm utilizes strategic allocation models, manager selections, and a range of platforms and pricing programs, benefiting from integration across Goldman Sachs affiliates to offer comprehensive wealth management solutions.

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.