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 at Citizens Securities, Inc. with three years of industry experience. He holds a Series 66 designation and previously worked at firms including Goldman Sachs, Rockefeller Financial LLC, and KeyBank. Outside of his advisory role, he coaches youth soccer in Saratoga Springs, New York. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs as well as brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, and it operates as a broker-dealer and insurance agency.

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 designations and previously worked at Janney Montgomery Scott for 21 years. Leonard is based in Saratoga Springs, NY. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm offers integrated services through affiliated trust and insurance entities and distinguishes itself with its recapitalized ownership structure and role as a distributor and placement agent for private funds.

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.

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 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.

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.