James Boyer is a Series 66 credentialed advisor with Key Investment Services LLC, based in Albany, NY. He has 25 years of industry experience and has been with Key Investment Services since 2010. Outside of his advisory role, he owns a second property used as an Airbnb rental in Saratoga Springs, NY. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, including wrap-fee, model portfolios, separately managed accounts, and brokerage services. The firm emphasizes client-directed model selection and ongoing monitoring, and operates within the KeyCorp group, collaborating closely with affiliated banking and capital markets 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.

Kyle Nicholas is a financial advisor with Goldman Sachs Wealth Services holding a Series 66 designation and no prior industry experience. His work history includes roles at Goldman Sachs & Co. LLC, CIBC Caribbean, and teaching positions at Columbia University and other educational institutions. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm integrates extensive resources across the Goldman Sachs ecosystem, utilizing strategic asset allocation, manager selection, and both discretionary and non-discretionary implementations tailored to client objectives.

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.

Amelia Hastings is a financial advisor at Goldman Sachs Wealth Services with eight years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2019, following four years at The Ayco Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, and institutional clients. The firm offers tailored investment strategies supported by specialized teams and integrates resources across the Goldman Sachs ecosystem to deliver comprehensive wealth management solutions.

Braxton Warden is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. He holds Series 66 and Series 63 licenses. His prior roles include positions at Goldman Sachs & Co. LLC, Goldman Sachs Ayco, Clinton's Ditch Cooperative Co, and Le Moyne College. 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 supported by specialized programs and access to alternative investments, leveraging an integrated approach within the broader Goldman Sachs ecosystem.

Dara Pallatto is a financial advisor at Goldman Sachs Wealth Services with 18 years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following 15 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 high-net-worth individuals, corporate participants, and institutional clients. The firm leverages centralized investment resources and integrated financial services to deliver tailored wealth management solutions.

Augustine Okoye is a financial advisor with Citizens Securities, Inc. in Albany, NY, holding a Series 66 designation and three years of industry experience. His prior roles include positions at KeyBank, Rockefeller Financial LLC, and Goldman Sachs. Outside of his advisory work, he coaches youth soccer. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs, brokerage, and insurance services. The firm’s advisory offerings include a digital advisory platform and a Managed Account program, operating as a broker-dealer and insurance agency and is wholly owned by Citizens Bank, N.A.

Timothy Crill is a financial advisor at Goldman Sachs Wealth Services with 15 years of industry experience. He holds Series 65 and Series 66 credentials and has worked at Goldman Sachs since 2014, including time at The Ayco Company, L.P. as part of the Goldman Sachs ecosystem. Goldman Sachs Wealth Services serves a diverse client base ranging from individual investors to institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm uses strategic allocation models and a range of advisory platforms, leveraging resources across the Goldman Sachs network to provide access to alternative investments and tailored financial solutions.

Buffy Leonard is a financial advisor at Rockefeller Financial LLC with 24 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Janney Montgomery Scott for 21 years. 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 provides portfolio management, financial planning, and consulting services, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and placement and investment banking services through a Private Advisor model and a consolidated investment platform.

Phillip Mabey is a financial advisor at Eagle Strategies (NY Life) with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with firms including Wealth Strategies Group and New York Life Insurance Company. Mabey serves as a board member for the Eastern NY Society of FSP and is also on the board of the Tri-Village Little League. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client and Plan Sponsor objectives and manages a significant portion of assets on a non-discretionary basis within the integrated New York Life affiliate structure.

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.