Kyle Mc Carey is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services, bringing three years of industry experience. Prior to joining Goldman Sachs, he worked at Cadaret Grant & Co., Inc. and Westchester Financial Partners. Goldman Sachs Wealth Services offers financial planning and investment management to a diverse client base, including individuals, high-net-worth households, corporations, and charitable institutions. The firm utilizes centralized investment resources and model portfolios, delivering both discretionary and non-discretionary management while providing specialized programs such as Executive Wealth and Private Family Office support.

Terrence Pellitteri is a CFP®-designated financial advisor with 29 years of industry experience. He has been with Commonwealth Financial Network since 2016 and previously worked for Linsco/Private Ledger Corp. for 20 years. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs, investment management, and practice-management support, allowing affiliated advisors discretion to construct client portfolios from various securities and insurance products.

Seifeldin Refaat is a financial advisor at Goldman Sachs Wealth Services with five years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2019, following roles at The Ayco Company and AXA Advisors. Goldman Sachs Wealth Services provides financial planning, portfolio management, and specialized wealth programs to a diverse client base including individuals, executives, plan sponsors, and institutional clients. The firm employs strategic allocation models and offers a range of service platforms supported by the broader Goldman Sachs ecosystem.

Thabo Bakhuluma Ncube is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. He holds a Series 66 designation and has worked previously at Goldman Sachs Ayco Personal Financial Management and in financial aid and services roles at Skidmore College. 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 offers tailored solutions such as Executive Wealth, Private Family Office support, and retirement plan education, delivering services through both discretionary and non-discretionary management.

Colin Giombetti is a financial advisor at Goldman Sachs Wealth Services with three years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co LLC since 2023. His prior work includes roles at Purshe Kaplan Sterling Investments and involvement with the Olds Irish Social Club. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm offers tailored financial planning and portfolio management, utilizing strategic allocation models and a range of platforms, supported by an integrated approach leveraging the broader Goldman Sachs ecosystem.

James Thorp is a financial advisor at Janney Montgomery Scott with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Janney Montgomery Scott continuously since 2015. Janney Montgomery Scott LLC 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, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage, financial planning, consulting, and advisory programs.

Christopher Cassidy is a financial advisor at &PARTNERS with 30 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC, totaling 17 years before joining &PARTNERS in 2026. Cassidy holds Series 63 and Series 65 licenses. He serves on the finance committees of St. Stephen's Episcopal Church and the Episcopal Diocese of Albany, where he monitors financial procedures and budgets. &PARTNERS serves a diverse client base, including individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers a range of advisory and brokerage services, using a combination of proprietary and third-party investment strategies through platforms like Envestnet.

Louise Lapras is a Series 66 licensed financial advisor with five years of industry experience. She has been with Goldman Sachs Wealth Services since 2019, following prior roles at The Ayco Company, L.P./Mercer Allied and various positions including at Siena College and General Electric Healthcare. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, and institutional clients. The firm utilizes centralized investment resources and model portfolios, offering tailored services such as Executive Wealth, Private Family Office support, and retirement plan education within a large integrated financial group.

Daniel Smith is a financial advisor at Janney Montgomery Scott with 27 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Janney Montgomery Scott since 2008. Janney Montgomery Scott LLC 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, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and various advisory programs.

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.

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.

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.

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.

Timothy Weber is a financial advisor at Equity Services, Inc. with 35 years of industry experience. He holds the Series 63 designation and has previously worked at MML Investors Services and MassMutual Life Insurance Company. Weber is also actively engaged as an insurance agent through Thoroughbred Advisors. 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, utilizing third-party asset managers and model portfolios, and combines long-term strategies with options for shorter-term trading.

Kevin Marin is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and over 31 years of industry experience. He has worked with Raymond James Financial Services and Advisors Insurance Brokers in prior roles and is the owner and president of Marin Wealth Solutions, Inc. Commonwealth Financial Network serves a national network of advisors and their clients, providing a range of advisory programs and services including wealth management and retirement plan consulting. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management resources.