Alexa Cawood is a financial advisor with Goldman Sachs Wealth Services holding a Series 66 credential and beginning her advisory career in 2026. Prior to joining Goldman Sachs, she held various roles including work with Blaze Gymnastics and Hiscock Legal Aid. Her background also includes community involvement with Syracuse University Literacy Corps and multiple positions at Park Ridge Municipal Pool. Goldman Sachs Wealth Services advises a diverse client base that ranges from individual investors to institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm uses strategic allocation models and both discretionary and non-discretionary implementations, supported by proprietary analytics and a broad network of Goldman Sachs affiliates.

John Fealy is a financial advisor at Goldman Sachs Wealth Services with eight years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, N.A., and Merrill. 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 integrates strategic allocation models and specialized programs across its advisory teams, offering access to a broad range of investment capabilities within the broader Goldman Sachs ecosystem.

Vincent Pacinella is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Goldman Sachs Wealth Services since 2021. Prior to that, he worked for 12 years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate and employer-sponsored participants, executives, plan sponsors, and institutional clients. The firm provides financial planning and portfolio management, leveraging strategic allocation models and proprietary research, and integrates capabilities across the broader Goldman Sachs ecosystem.

Kelly Seeley is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services, bringing 19 years of industry experience. Prior to joining Goldman Sachs in 2021, Kelly was self-employed for 20 years and worked at The AYCO Company, L.P./Mercer Allied for 19 years. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base including individuals, high-net-worth households, corporations, and institutions. The firm leverages centralized investment resources and a wide range of affiliated managers to provide tailored wealth management solutions.

Leah Anderson is a financial advisor at Goldman Sachs Wealth Services with 12 years of industry experience. She holds a Series 66 designation and has worked at The AYCO Company, L.P./Mercer Allied during her entire career. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, plan sponsors, and institutional clients. The firm provides financial planning, portfolio management, and specialized services such as Private Family Office and Executive Wealth programs, utilizing strategic allocation models and a range of fee arrangements within the broader Goldman Sachs ecosystem.

Scott Debiase 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 at The AYCO Company, L.P./Mercer Allied from 2014 to 2021. 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 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.

Julia Conroy is a financial advisor at Goldman Sachs Wealth Services with three years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs since 2022, with prior experience outside the financial industry including roles at Spa Mirbeau and Colgate University. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, and institutional clients, offering financial planning, portfolio management, and specialized wealth services. The firm integrates strategic and tactical allocation models, manager selections, and a range of service platforms, leveraging resources across the broader Goldman Sachs ecosystem.

Susan Mallery is a financial advisor at &PARTNERS with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. &PARTNERS serves a diverse range of individual and institutional clients, offering investment management, financial and tax planning, and retirement-plan consulting services. The firm utilizes both discretionary and non-discretionary management approaches, combining proprietary and third-party strategies with ongoing monitoring and regular reviews.

Neerja Kalloo is a financial advisor with Citizens Securities, Inc. based in Albany, NY, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. Her prior work includes roles at Citizens Bank and CCO Investment Services. She is also a certified notary. Citizens Securities serves a broad retail client base, offering investment advisory programs, brokerage, and insurance services. The firm operates both a digital advisory program with ETF-based portfolios and a Managed Account program, while also functioning as a broker-dealer and insurance agency.

Patrick Burke is a Series 66-licensed financial advisor at Goldman Sachs Wealth Services with 11 years of industry experience. He previously worked at Morgan Stanley for three years and The Ayco Company LP for ten years. Goldman Sachs Wealth Services advises a diverse client base including individual investors, executives, plan sponsors, and institutional clients. The firm offers financial planning and portfolio management supported by specialized programs and access to alternative investments, integrating resources across the Goldman Sachs ecosystem to tailor strategies to client objectives.

Avery Daggett is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2024. Prior to his current role, he was involved with Boston College’s Carroll School of Management and campus recreation programs. 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 and a broad range of affiliated resources within the Goldman Sachs ecosystem.

Kaitlyn Di Lonardo is a financial advisor at Goldman Sachs Wealth Services with a Series 66 credential and one year of industry experience. Her prior work includes five years at Jason Patrick's and a decade as a student. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, and institutional clients, leveraging strategic allocation models and broad capabilities across the Goldman Sachs ecosystem.

Michael Crupi is a financial advisor at Goldman Sachs Wealth Services with seven years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2019, following positions at The Ayco Company, L.P./Mercer Allied and Axiom North America LLC. Goldman Sachs Wealth Services serves a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm offers financial planning and portfolio management supported by specialized programs and integrated resources across the Goldman Sachs ecosystem, employing strategic allocation models and both discretionary and non-discretionary implementations.

Andrew Schnitzer is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and one year of industry experience. His prior work includes roles at Northern Craftsmen and various positions in education. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering tailored financial planning and portfolio management supported by integrated resources across the Goldman Sachs organization.

Claudio Mastroianni is a CFP®-certified financial advisor with 36 years of industry experience. He is currently affiliated with Osaic Institutions, Inc. and has held positions at Bank of Greene County, Infinex Investments, Inc., Citizens Securities, Inc., and M&T Securities, Inc., among others. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, and access to alternative investments, operating under a hybrid adviser/broker-dealer structure that emphasizes firm supervision while delegating investment management to its representatives.

Emily Ferrero is a financial advisor at Goldman Sachs Wealth Services with six years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Goldman Sachs since 2019. Prior to joining Goldman Sachs, she held roles at the University of Michigan and Synchrony Financial. 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 uses strategic allocation models and proprietary analytics, providing clients access to a broad range of investment options and integrated services across the Goldman Sachs ecosystem.

Brett Blair is a financial advisor at Goldman Sachs Wealth Services with 10 years of industry experience. He holds a Series 66 credential and previously worked at The Ayco Company, L.P./Mercer Allied for five years before joining Goldman Sachs in 2021. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm integrates strategic allocation models and advanced analytics within the broader Goldman Sachs ecosystem to deliver tailored investment solutions.

Giovanni Tedesco is a financial advisor at Goldman Sachs Wealth Services with 23 years of industry experience. He holds the Series 63 designation and previously worked at The AYCO Company, L.P./Mercer Allied for 19 years before joining Goldman Sachs in 2021. Goldman Sachs Wealth Services offers 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 utilizes centralized investment resources and model portfolios, delivering services through both discretionary and non-discretionary managers, with integrated offerings across banking, futures, retirement consulting, and private family office support.

Adam Tatar is a financial advisor at Goldman Sachs Wealth Services with four years of industry experience. He holds a Series 66 designation and previously worked at the State University of New York at Oswego and several educational institutions. Outside of his advisory role, he owns New Era Merchandising Inc., a merchandising company. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm provides financial planning and portfolio management with tailored strategies supported by proprietary research and access to affiliated Goldman Sachs resources.

Samuel Beaulac is a financial advisor with Goldman Sachs Wealth Services holding Series 63 and Series 65 credentials and eight years of industry experience. His prior roles include positions at Cetera Advisor Networks, Capobianco Financial Advisors, and KeyBank NA. Outside of finance, he has experience working in the food service industry at AJ's Pizzeria. 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 utilizes strategic and tactical allocation models and offers access to alternative investments, delivering tailored wealth solutions integrated within the broader Goldman Sachs ecosystem.