Jeffrey Van Wagner is a financial advisor at Goldman Sachs Wealth Services with 11 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following 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 individuals, high-net-worth households, corporate participants, and institutional clients. The firm leverages centralized investment resources and offers tailored solutions such as Executive Wealth and Private Family Office support, operating within a large integrated financial group with access to a broad range of affiliated services.

Nicholas Peters is a financial advisor with Rockefeller Financial LLC, holding a Series 66 license and 12 years of industry experience. He previously worked at The AYCO Company, L.P./Mercer Allied from 2013 to 2019 before joining Rockefeller Financial and Rock & Co LLC in 2019. 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 offers discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer providing securities transactions, variable insurance products, placement, and investment banking services.

Brad Sloan is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 designations and 24 years of industry experience. He has been with TIAA-CREF since 2008. Outside of his advisory work, he is a partial owner of a horse racing partnership, which he holds as a hobby without decision-making or financial authority. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm separates point-in-time planning from ongoing discretionary management and acts as adviser to a donor-advised fund within a vertically integrated structure.

Benjamin Adams is a Series 66-licensed financial advisor with 15 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 11 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 individual and high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and a combination of discretionary and non-discretionary managers to implement tailored portfolios, supported by a range of corporate programs and integrated financial services.

Joseph Lopez is a financial advisor at Goldman Sachs Wealth Services with a Series 66 credential and one year of industry experience. Prior to joining Goldman Sachs, he worked for Ultimus Leverpoint Private Fund Solutions for three years and has held various roles in community services and other sectors. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base that includes individual investors, corporate participants, executives, and institutional clients. The firm utilizes strategic and tactical allocation models and offers a range of advisory and investment platforms integrated with the broader Goldman Sachs ecosystem.

Samuel Statham is a financial advisor with Goldman Sachs Wealth Services, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Goldman Sachs, he worked at Cetera and Cetera Investment Services LLC. He also has experience outside the financial sector, including roles at Lowe's Home Improvement and the College of Saint Rose. Goldman Sachs Wealth Services provides financial planning and investment management 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 solutions such as Executive Wealth and Private Family Office support, leveraging its integration within a large financial group to deliver a broad range of advisory services.

Lance Risler is a financial advisor at Goldman Sachs Wealth Services with Series 66 credentials and one year of industry experience. His prior roles include positions with Youth For Christ and Grace Fellowship Church, as well as teaching and administrative work at Siena University and Augustine Classical Academy. Goldman Sachs Wealth Services provides financial planning and portfolio management to a wide range of clients, including individual investors, executives, and institutional clients. The firm utilizes strategic and tactical allocation models, specialized programs, and integrated resources from the broader Goldman Sachs ecosystem to deliver tailored investment solutions.

Tracy Rashford is a financial advisor with TIAA-CREF in Latham, NY, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has been with TIAA-CREF since 2011. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm distinguishes between one-time planning services and ongoing discretionary management and acts as adviser to a donor-advised fund while operating within a vertically integrated group that includes affiliated funds.

Gavin Hanse is a financial advisor with Goldman Sachs Wealth Services and holds a Series 66 designation. He has one year of industry experience and previously worked at Peckham Industries and Siena University. Outside of finance, he operated a pet sitting service for seven years. 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 wealth programs, leveraging strategic allocation models and a range of fee arrangements and platforms within the Goldman Sachs ecosystem.

Meghan Ocarroll is a financial advisor at Goldman Sachs Wealth Services with four years of industry experience and a Series 66 license. She has been with Goldman Sachs Ayco Personal Financial Management since 2017 and previously worked at NBC Universal Media LLC. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm tailors investment strategies using proprietary research and offers a range of specialized services such as Private Family Office programs and Financial Wellness initiatives.

Brittiny Razzano is a Certified Financial Planner® with 12 years of industry experience. She is currently with Equity Services, Inc. and also serves as an attorney at Razzano Law, PLLC, a trusts and estates law firm she owns. Her work history includes roles at TSA Management Inc., Halliday Financial LLC, National Life Group, Health Management Systems, Inc., and PKS Advisory Services, LLC. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans, offering multiple advisory platforms that combine long-term strategies with options for shorter-term trading and specialized instruments.

Clare Dolan is a financial advisor at Goldman Sachs Wealth Services with 11 years of industry experience. She holds Series 65 and Series 66 licenses and has been with Goldman Sachs & Co. since 2014. Based in New York, NY, she works within an enterprise firm that serves a diverse client base. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to individual, high-net-worth, corporate, charitable, and institutional clients. The firm uses centralized investment resources and model portfolios, offering a range of tailored services including Executive Wealth and Private Family Office support.

Kevin Marin is a financial advisor with Commonwealth Financial Network based in Clifton Park, NY, holding a Series 63 designation and over 30 years of industry experience. He has worked at Raymond James Financial Services and Advisors Insurance Brokers, and has owned Marin Wealth Solutions, Inc., a private entity facilitating securities and advisory business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and managing approximately $213 billion in client assets. The firm provides a variety of managed account programs, third-party asset manager access, and full back-office support including trading and reporting services.

Carissa Morganstein is a financial advisor at Rockefeller Financial LLC with 15 years of industry experience. She holds a Series 66 designation and previously worked at The AYCO Company, L.P./Mercer Allied. She has been with Rockefeller Financial and its affiliate Rock & Co LLC since 2019. 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 offers portfolio management, financial planning, and consulting services, and operates as a registered broker-dealer providing a broad range of investment and placement services through an integrated platform.

Kiera Brennan is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and two years of industry experience. She previously worked at PricewaterhouseCoopers LLC and has held various roles including at Burn Boot Camp and the University of South Carolina. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm provides tailored financial planning and portfolio management with access to specialized programs and alternative investments, leveraging various Goldman Sachs affiliates and advanced analytics in its approach.

Blaine Dunn is a financial advisor at Goldman Sachs Wealth Services with 19 years of industry experience. He holds a Series 63 designation and has worked at Goldman Sachs & Co. LLC since 2021, following six 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 individuals, high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and a combination of discretionary and non-discretionary managers to deliver tailored wealth management solutions.

Jessica Niles is a Series 66-licensed financial advisor with 12 years of industry experience. She has been with Janney Montgomery Scott since 2015. Outside of her advisory role, she serves as a board member for The Saratoga Institute, a nonprofit supporting organizations in their early stages, and Wellspring, a nonprofit focused on ending relationship and sexual abuse. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients, including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage services, financial planning, and various advisory programs.

Andrew Lewis is a Series 66 licensed financial advisor with six years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2019, following previous roles at The Ayco Company, L.P./Mercer Allied and Enterprise Rent A Car. His academic background includes four years at Clarkson University. Goldman Sachs Wealth Services provides financial planning and portfolio management for a diverse client base, including individual investors, executives, and institutional clients. The firm utilizes strategic allocation models and proprietary research tools, offering a range of fee arrangements and access to specialized programs and alternative investments.

Alexander Bzdell is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. He holds a Series 66 designation and has previously worked at Goldman Sachs Ayco and Northwestern Mutual. His background includes four years at Colgate University and several years in other roles prior to entering the financial industry. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients. The firm offers tailored financial planning and portfolio management services supported by proprietary strategy models, manager selections, and a variety of fee arrangements, leveraging integration with the broader Goldman Sachs ecosystem.

Kevin Eberz is a financial advisor with Key Investment Services LLC in Schenectady, NY, holding Series 63 and Series 66 designations and 15 years of industry experience. He has been with Key Investment Services LLC and KeyBank since 2016. Key Investment Services LLC provides advisory and brokerage services to individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee programs, managed accounts, and affiliated brokerage and insurance products. The firm emphasizes client-directed investment strategies and performs ongoing due diligence and oversight of third-party advisory products.