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.

Carissa Morganstein is a financial advisor at Rockefeller Financial LLC with 14 years of industry experience. She holds a Series 66 designation and previously worked at The AYCO Company, L.P./Mercer Allied before joining Rockefeller Financial and Rock & Co LLC in 2019. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans with wealth management, financial planning, portfolio management, and retirement plan consulting. The firm offers integrated services through affiliated trust and insurance entities, providing clients access to a range of investment strategies, including alternative and private investments.

Joshua Lochner is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Latham, NY, holding a Series 63 designation and 12 years of industry experience. He previously worked at Northwestern Mutual Investment Management and Northwestern Mutual Life Insurance Company for five years before joining Equity Services and National Life Group in 2018. In addition to his advisory role, he is an insurance agent with Thoroughbred Advisors. Equity Services, Inc. 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 featuring a combination of long-term strategies and options for shorter-term trading, working with a network of investment adviser representatives and third-party asset managers.

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 licenses and possessing 15 years of industry experience. He has been with Key Investment Services LLC and KeyBank since 2016. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, including wrap-fee programs, model portfolios, and separately managed accounts. The firm emphasizes client-directed model selection and offers access to third-party discretionary managers, while providing ongoing monitoring, rebalancing, and supervisory oversight.

Michael Namon is a financial advisor at Goldman Sachs Wealth Services with four years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Arcturus Intelligence and held several roles outside the financial sector, including positions at Trinity College, Lululemon, and National Hockey Training. 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 strategic allocation models and proprietary analytics within the broader Goldman Sachs ecosystem to deliver tailored investment solutions.

John Depaola is a financial advisor at Goldman Sachs Wealth Services with nine years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Goldman Sachs since 2018, previously spending time at Ayco and in educational roles. Goldman Sachs Wealth Services advises individual investors, corporate participants, executives, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm uses strategic allocation models and proprietary analytics, providing clients access to a broad range of Goldman Sachs affiliates and products.

Stephen Archer is a financial advisor at Goldman Sachs Wealth Services with nine years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021. Prior to this, he was with The Ayco Company, L.P./Mercer Allied for five years. Goldman Sachs Wealth Services serves a diverse client base, including individual investors, executives, plan sponsors, and institutional clients, providing financial planning, portfolio management, and specialized wealth programs. The firm uses strategic allocation models and proprietary analytics to tailor solutions and offers access to a wide range of integrated services within the broader Goldman Sachs ecosystem.

Michael Barry is a financial advisor at Goldman Sachs Wealth Services with four years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs since 2022. Prior to this, his background includes roles in insurance and hospitality. 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 supported by strategic allocation models, manager selections, and an integrated approach across affiliated Goldman Sachs entities.

Ryan Carroll 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 Arrow Financial Corporation and several other organizations. Outside of his advisory role, he serves as a referee for USA Hockey, a nonprofit athletic organization. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm provides financial planning and portfolio management, utilizing strategic allocation models and proprietary analytics, and offers access to specialized programs and alternative investments.

James Bernard is a financial advisor with Goldman Sachs Wealth Services, holding Series 63 and Series 65 credentials and seven years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2018 and previously held roles at The Ayco Company, L.P./Mercer Allied and several other firms. 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 offers tailored investment strategies supported by a broad range of affiliated resources and specialized programs such as Private Family Office services and Financial Wellness initiatives.

Rithika Katpally is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. She holds a Series 66 designation and has previously worked at Boston College and Renuka Plasti Crafts. Goldman Sachs Wealth Services advises a broad client base, including individual investors, corporate participants, executives, and institutional clients. The firm offers financial planning and portfolio management, leveraging strategic allocation models and a range of advisory platforms supported by integrated capabilities across the Goldman Sachs network.

Ryan Ventre is a financial advisor at Goldman Sachs Wealth Services with 15 years of industry experience. He holds the Series 66 designation and has been with The Ayco Company L.P. since 2010. Goldman Sachs Wealth Services provides financial planning, investment management, and related advisory support to a broad range of clients, including individual and high-net-worth households, corporate participants, and institutional clients. The firm offers tailored services such as Executive Wealth and Private Family Office support, leveraging centralized investment resources and a range of discretionary and non-discretionary managers.

Keven Donohue is a financial advisor at Rockefeller Financial LLC with 12 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Rockefeller Financial since 2020, following four years at The AYCO Company, L.P./Mercer Allied. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, and institutional clients through discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm operates as both a registered investment adviser and broker-dealer, offering integrated investment solutions and alternative investment placement services.

Stephen Cardinal is a financial advisor with Eagle Strategies (New York Life) located in Malta, NY. He holds Series 63 and Series 66 licenses and has four years of industry experience. His prior work includes roles at Waterfall Asset Management and HBMJ Consulting. Cardinal operates Post Time Wealth Solutions LLC, which sells New York Life products and brokers non-registered insurance products. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored recommendations and provides advisory services linked to insurance and annuity products, primarily managing assets on a non-discretionary basis.