Leah Anderson is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and 11 years of industry experience. She has worked at The AYCO Company, L.P./Mercer Allied since 2014. 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 offers tailored services such as Executive Wealth and Private Family Office support, utilizing centralized investment resources and a combination of discretionary and non-discretionary managers.

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 client base including individual and institutional clients such as retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers a range of services including investment advisory, brokerage, financial planning, ERISA consulting, and investment banking, utilizing both proprietary models and third-party managers through the Envestnet platform.

Neerja Kalloo is a financial advisor with Citizens Securities, Inc. in Albany, NY, holding Series 63 and Series 65 designations and possessing 23 years of industry experience. Her career includes multiple positions at Citizens Bank and Citizens Securities since 2014. She is also a notary. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s offerings include a digital advisory program managed with proprietary algorithms and a Managed Account program, operating as both 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.

Daniel Pearsall is a financial advisor with Eagle Strategies (NY Life) based in Malta, NY, holding Series 63 and Series 65 licenses. He has seven years of industry experience and has been with Eagle Strategies since 2021. Pearsall is also involved in insurance brokering through his ownership of Post Time Wealth Solutions LLC. Eagle Strategies serves both individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and offers multiple program types, managing a substantial portion of assets on a non-discretionary basis.

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 previously at The Ayco Company, L.P./Mercer Allied and Axiom North America LLC. Goldman Sachs Wealth Services advises individual investors, executives, plan sponsors, and institutional clients, providing financial planning and portfolio management alongside specialized programs such as Private Family Office services and Alternative Investments. The firm leverages proprietary strategy models, tactical allocation, and both discretionary and non-discretionary implementations to tailor client solutions.

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® with 36 years of industry experience, currently affiliated with OSAIC Institutions, INC. He has worked at Bank of Greene County and Infinex Investments, Inc. since 2021, and previously at Citizens Securities, Inc. from 2016 to 2021. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by offering a range of advisory and brokerage services through customized engagements. The firm employs both fundamental and technical analysis and provides access to alternative investments and lending solutions, with a notable emphasis on non-discretionary assets.

Emily Ferrero is a financial advisor at Goldman Sachs Wealth Services in New York, NY, with five years of industry experience. She has held positions at Goldman Sachs since 2019 and previously worked at Synchrony Financial and the University of Michigan. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including individual, high-net-worth, corporate, charitable, and institutional clients. The firm utilizes centralized investment resources and a range of discretionary and non-discretionary managers, providing tailored solutions such as executive and personal wealth management, retirement plan education, and private family office support.

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.

Matthew Whalen is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and three years of industry experience. His prior roles include positions at LPL Financial LLC, High Peaks Asset Management, Cadaret, Grant & Co., Inc., and nonprofit work with City Mission of Schenectady. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs including wrap-fee programs, model portfolios, and separately managed accounts. The firm emphasizes client-directed model selection supported by ongoing monitoring and due diligence, and operates within the KeyCorp group with connections to KeyBank and KeyBanc Capital Markets.

Thomas Maclaughlin is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Creative Planning since 2018. Prior to joining Creative Planning, he worked for 20 years at The Ayco Company, L.P./Mercer Allied. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans, managing approximately $217 billion in client assets. The firm employs a financial planning–led investment process centered on low-cost indexing and buy-and-hold strategies, supplemented by various advanced portfolio techniques and integrated retirement plan services.

Amy McGowan is a financial advisor at Citizens Securities, Inc. in Albany, NY, holding Series 63 and Series 65 licenses with 11 years of industry experience. She has worked extensively within the Citizens organization and previously at CCO Investment Services. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s offerings include a digital advisory program utilizing proprietary algorithms and a Managed Account program, operating as a broker-dealer and insurance agency under full ownership by Citizens Bank, N.A.

Paul Cuomo is a financial advisor at Citizens Securities, Inc. in Quincy, MA, holding Series 63 and Series 65 licenses with 37 years of industry experience. His career includes multiple roles within Citizens Bank and Citizens Securities, as well as prior positions at Guardian Life Insurance, Park Avenue Securities, and Primerica Advisors. Outside of his advisory work, he serves as a high school basketball referee and is a Notary Public. Citizens Securities serves a diverse retail client base, including individual and high-net-worth investors, offering investment advisory programs, brokerage, and insurance services. The firm’s offerings include a digital advisory program and a Managed Account program, operating as both a broker-dealer and insurance agency within the Citizens Bank enterprise.