David Williams is a financial advisor with VOYA Financial Advisors, Inc. in Albany, NY. He holds a Series 66 designation and has 25 years of industry experience. Since 2014, he has been with VOYA Financial Advisors and also operates as an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base, including individuals, charitable organizations, corporations, and plan sponsors. The firm offers a range of adviser-led programs, third-party money manager accounts, and brokerage transactions, with a focus on a mix of non-discretionary and discretionary investment solutions.

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.

Joseph Dibella is a financial advisor with Eagle Strategies (NY Life) based in Albany, NY. He holds Series 63 and Series 65 licenses and has 26 years of industry experience. He has been associated with firms including 21st Century Retirement Planning Group and The Di Bella Financial Group, LLC. Outside of his advisory work, Dibella is an assistant varsity coach for the girls’ lacrosse team at Columbia High School and serves as an officer for The Bus Stop Club, an organization that supports children with sick siblings. Eagle Strategies serves a diverse client base ranging from individual investors to institutional and corporate clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated 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.

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.

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.