Adam Powhida is a financial advisor at Principal Financial Services with two years of industry experience. He holds the Series 66 designation and previously worked at Newport News Shipbuilding and other mechanical firms. In addition to his advisory role, he is involved in the sale of various insurance products including life, disability, annuities, health, long-term care, dental, and Medicare insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under multiple advisory and promoter arrangements.

Andrew Black is a financial advisor at TIAA-CREF with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with TIAA-CREF since 2010. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm operates a vertically integrated advisory model that includes point-in-time planning and ongoing portfolio management, serving clients often connected through TIAA-administered employer retirement plans.

Mia Politano is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services, bringing one year of industry experience. Prior to joining Goldman Sachs, she was affiliated with the firm in earlier roles and has an academic background linked to Middlebury College and Otter Valley Union High School. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, and institutional clients. The firm employs strategic and tactical allocation models alongside a range of specialized services, integrating resources across the Goldman Sachs ecosystem.

Mark Pelersi is a financial advisor with Focus Partners Wealth, LLC in Albany, NY, holding Series 63 and Series 65 licenses and possessing four years of industry experience. His prior roles include positions at The Colony Group, LLC, Rockefeller Capital Management, Shade Tree Advisors LLC, and Ayco, a Goldman Sachs Company. Focus Partners Wealth serves a diverse client base including individuals, families, corporations, retirement plans, and institutions. The firm uses a long-term, tax- and fee-sensitive investment approach combining fundamental and quantitative analysis with a range of investment options and integrates services across managed and held-away assets.

Pranav Mathur is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 license and five years of industry experience. His prior roles include positions at Ayco Company, Brown Brothers Harriman, and State Street Corporation. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base that includes individual investors, executives, plan sponsors, and institutional clients. The firm offers tailored investment strategies supported by proprietary research and extensive resources across the Goldman Sachs network.

Richard Coughlin is a financial advisor at Goldman Sachs Wealth Services with 36 years of industry experience. He holds a Series 63 designation and has worked at Goldman Sachs & Co. LLC since 2021. Prior to that, he was with Mercer Allied Company, L.P. for 27 years and The AYCO Company, L.P. for 36 years. Goldman Sachs Wealth Services provides financial planning, investment management, and related advisory support to a wide range of clients, including individual and high-net-worth households, corporate and employer-sponsored participants, as well as charitable and institutional clients. The firm utilizes centralized investment resources and model portfolios, offering tailored programs such as Executive Wealth, Personal Wealth, and Private Family Office support.

Dana Bertrand is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and six years of industry experience. Dana has been involved with BMT Management and The Ayco Company, L.P./Mercer Allied since 2015 and spent one year working at Seven Horse Pub. 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 utilizes strategic allocation models and manager selections from its specialized investment groups and offers a range of fee arrangements and platforms, supported by integration with Goldman Sachs affiliates.

Lukas Moller is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and two years of industry experience. His prior work includes roles at the United States Attorney's Office and the Albany County District Attorney's Office. 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 integrates a range of strategic and tactical investment approaches across its affiliated entities to deliver tailored solutions and specialized wealth programs.

Gary Wusterbarth is a financial advisor at Janney Montgomery Scott with 22 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Janney Montgomery Scott since 2017, with prior experience at The Ayco Company, L.P./Mercer Allied. 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 diverse client base including individuals, families, trusts, estates, and institutional sponsors, offering brokerage services, financial planning, consulting, and various advisory programs.

Kristin Meyrick is a financial advisor at Equity Services, Inc. with two years of industry experience. She holds a Series 66 designation and has worked at National Life Group and Equity Services since 2024. Outside of advisory work, she is an insurance agent and has experience as a completion specialist in general contracting. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms with a mix of long-term and shorter-term investment strategies, utilizing third-party asset managers and model portfolios.

Edward Quimby IV is a financial advisor with Eagle Strategies (NY Life) holding a Series 66 credential and three years of industry experience. His work history includes roles at Eagle Strategies, Tailored Wealth Solutions, NYLIFE Securities LLC, and New York Life Insurance Company. Outside of financial services, he is employed as a crane operator at Burt Crane and Rigging. Eagle Strategies serves a diverse client base that includes individual and institutional investors, offering financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated representatives. The firm provides tailored advice delivered via multiple program types and manages a majority of its assets on a non-discretionary basis.

Scott Moulton is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 credentials and 25 years of industry experience. His career includes 12 years at Merrill and positions at Key Bank NA prior to joining Key Investment Services. Outside of his advisory work, he co-owns a seasonal rental property on Saratoga Lake with his wife. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment model selection and provides oversight of third-party managers while operating within the KeyCorp group alongside affiliated banking and capital markets entities.

Texas Minnick is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services, based in Cohoes, NY. He has one year of industry experience, having previously worked at Goldman Sachs & Co. LLC since 2026. Prior to joining the firm, his work history includes roles outside the financial industry. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm offers financial planning and portfolio management, utilizing strategic allocation models and manager selections, and provides access to specialized programs and alternative investments through its integrated platform within the broader Goldman Sachs ecosystem.

James Boyer is a financial advisor at Key Investment Services LLC in Albany, NY, holding a Series 66 designation with 25 years of industry experience. He has been with Key Investment Services since 2010. Outside of his advisory work, Boyer owns an Airbnb property in Saratoga Springs, NY. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs including wrap-fee models and separately managed accounts. The firm emphasizes client-directed model selection combined with non-binding recommendations and ongoing monitoring, and operates within the KeyCorp group with connections to KeyBank and KeyBanc Capital Markets.

Scott Ferguson is a financial advisor with Goldman Sachs Wealth Services, holding Series 66 and Series 63 licenses. He has two years of industry experience, including roles at Goldman Sachs and PrincePerelson & Associates. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individuals, executives, plan sponsors, and institutional clients. The firm offers tailored investment strategies, access to alternative investments, and a range of service programs supported by affiliated Goldman Sachs entities.

Kyle Kinowski is a financial advisor at Goldman Sachs Wealth Services with 25 years of industry experience. He holds a Series 63 designation and has worked at Ayco/Goldman Sachs & Co. LLC since 2021, following a 21-year tenure 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 high-net-worth individuals, corporate participants, and institutional clients. The firm utilizes centralized investment resources and a range of discretionary and non-discretionary managers, providing tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Grace Shumway is a financial advisor at Goldman Sachs Wealth Services with five years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs since 2021. Prior to that, she was employed at The Ayco Company, L.P./Mercer Allied and held positions outside of finance at Homegoods and Bath and Body Works. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored wealth management solutions and integrates resources across affiliated teams to deliver a range of services, including private family office support and retirement plan education.

Thomas Gessick is a financial advisor with Equity Services, Inc. who holds a Series 66 designation and has 21 years of industry experience. He has worked at National Life Group and Equity Services, Inc. since 2018 and previously spent over a decade with Cssc Brokerage Services, Inc. and Cssc Investment Advisory Services, Inc. Outside of advising, he serves as treasurer for Altamont Community Tradition, Inc., a nonprofit focused on promoting historical and community activities, and is president and managing principal of T.M. Byxbee Company, CPAs, a certified public accounting firm. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, uses various third-party asset managers and model portfolios, and combines long-term investment strategies with options for shorter-term trading and specialized instruments.

Ross Caimano is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. He holds a Series 66 designation and previously worked in the hospitality and retail sectors, including roles at Red Jug Pub and Boats By George. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, and institutional clients, providing financial planning, portfolio management, and specialized wealth programs. The firm integrates strategic allocation models and manager selections across multiple platforms and leverages affiliated Goldman Sachs entities to deliver comprehensive advisory solutions.

Michael Miorin 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 Campito Plumbing & Heating, Inc. for six years. 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 offers financial planning, portfolio management, and specialized programs, tailoring solutions using strategic and tactical allocation models and leveraging affiliated capabilities across the Goldman Sachs ecosystem.