Kyle Ellenbogen is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Polito & Mazza, Pine Brook Country Club, and Righthand Capital. 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 utilizes strategic allocation models and both proprietary and third-party analytics to tailor investment solutions within the broader Goldman Sachs ecosystem.

Kyle Griskowitz is a financial advisor with Goldman Sachs Wealth Services and holds a Series 66 designation. He has been with Goldman Sachs since 2025, including time at Goldman Sachs & Co. LLC, and has experience working in other roles such as operating The Wishing Well. Goldman Sachs Wealth Services advises a broad client base including individual investors, corporate participants, executives, and institutional clients. The firm offers tailored financial planning and portfolio management, leveraging strategic allocation models and both discretionary and non-discretionary implementations within the larger Goldman Sachs ecosystem.

Cody Hudson is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 credentials. He has one year of experience in the financial services industry, including prior roles at PFS Investments Inc. and Primerica Financial Services. Outside of advising, he has been involved in the sale of loan products and home-related services through affiliated companies. Park Avenue Securities LLC, a wholly owned subsidiary of Guardian Life Insurance Company of America, provides brokerage, financial planning, and retirement consulting services to individuals, pension plans, charitable organizations, and corporate clients. The firm offers a range of advisory programs, including discretionary and non-discretionary models, and integrates proprietary and third-party investment strategies.

John Raymond 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 Ayco since 2025. Prior to his current role, his background includes positions at Element Times Square, Hyatt House Chelsea, and AFSCO, as well as academic experience at Fordham University. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm provides financial planning and portfolio management tailored to client objectives, leveraging proprietary research, multiple fee arrangements, and integrated capabilities across the Goldman Sachs ecosystem.

Justin Carruthers is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and six years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously held roles at The Ayco Company, L.P./Mercer Allied, TD Bank, and Peckham Materials. Outside of his financial career, he participated in intramural basketball during his time at Hartwick College. Goldman Sachs Wealth Services advises a diverse client base, including individual and institutional investors, offering financial planning, portfolio management, and specialized services such as Private Family Office and Executive Wealth programs. The firm utilizes strategic allocation models and both discretionary and non-discretionary implementations, leveraging proprietary analytics and a broad range of affiliated capabilities across the Goldman Sachs ecosystem.

Vanessa Jones is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and one year of industry experience. Her prior roles include positions at the University of Rhode Island and the New York State Office of Children and Family Services. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, and institutional clients. The firm uses a range of strategic and tactical allocation models and offers services such as Private Family Office, Specialized Executive Wealth programs, and access to Alternative Investments.

Frank Roylance is a financial advisor with Key Investment Services LLC in Clifton Park, NY, holding Series 63 and Series 66 registrations and 20 years of industry experience. He has worked at Key Investment Services LLC since 2015. Key Investment Services LLC provides advisory services to individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee programs, model portfolios, separately managed accounts, and brokerage and insurance products. The firm emphasizes client direction in investment model selection and offers access to third-party discretionary managers alongside ongoing portfolio monitoring and supervisory oversight.

John Cunningham is a financial advisor with Equity Services, Inc. and National Life Group, holding Series 65 and Series 63 licenses and bringing 39 years of industry experience. He previously worked at Boston Harbor Investment Management, LLC for five years. Outside of his advisory roles, Cunningham serves as a senior partner and director of advanced markets at Harness Wealth Strategies, focusing on insurance-based solutions. Equity Services, Inc. (dba 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, frequently utilizing third-party asset managers and combining long-term strategies with options for shorter-term trading and specialized instruments.

William Lanzoni is a financial advisor with Goldman Sachs Wealth Services holding a Series 66 designation. He has been with Goldman Sachs & Co. LLC since 2025. His prior experience includes roles in both academic settings and local government. Goldman Sachs Wealth Services advises a diverse client base, including individual investors across wealth levels, corporate executives, plan sponsors, and institutional clients. The firm offers tailored financial planning and portfolio management supported by proprietary research and a range of specialized programs and investment platforms.

Max Koen is a Series 66 licensed financial advisor with Goldman Sachs Wealth Services, having one year of industry experience. Prior to joining Goldman Sachs Ayco in 2025, he worked at Trustco Bank and SUNY Geneseo in various roles. Goldman Sachs Wealth Services advises a wide range of clients including individual investors, executives, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm leverages a broad advisory platform with proprietary research, strategic asset allocation, and integration within the Goldman Sachs ecosystem.

Benjamin Zarzycki is a financial advisor with Equity Services, Inc. He holds Series 66 and Series 65 licenses and has 10 years of industry experience. Prior to joining Equity Services in 2021, he worked at Cabot Lodge Securities LLC and Purshe Kaplan Sterling Investments. 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. The firm offers multiple advisory platforms and frequently utilizes third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.

Christopher Wilson is a financial advisor at TIAA‑CREF with 22 years of industry experience. He holds the Series 66 designation and has been with TIAA‑CREF since 2014. Outside of his advisory role, he is involved in managing several real estate investment entities and a holding company focused on estate planning. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning, discretionary managed account programs, and broker‑dealer services primarily to individuals with existing TIAA retirement plan relationships, as well as trusts, estates, partnerships, and small retirement plans. The firm combines point‑in‑time planning with ongoing portfolio management under a fiduciary standard and serves as adviser to a donor‑advised fund.

Jared Smith 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 Goldman Sachs Group, Inc., The Carta Group, Community Bank Systems, Inc., SUNY Oswego, and Paul V. Moore High School. 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, offering tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.

Cale Van Buren is a financial advisor at Rockefeller Financial LLC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Rockefeller Financial and Rockefeller & Co. since 2021. Prior to that, he spent 15 years at The Ayco Company, L.P./Mercer Allied and one year at Ayco/Goldman Sachs & Co. LLC. 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 offers portfolio management, financial planning, and consulting services through a Private Advisor model and an integrated investment platform that provides discretionary and non-discretionary solutions across multiple asset classes.

Amanda Ripley is a financial advisor at Goldman Sachs Wealth Services with five years of industry experience. She holds the Series 66 designation and has previously worked at Purshe Kaplan Sterling Investments and WSWHE Boces. Goldman Sachs Wealth Services provides financial planning and portfolio management to a broad client base, including individual investors, corporate participants, executives, and institutional clients. The firm employs strategic and tactical allocation models and offers access to specialized programs and alternative investments through integrated teams and affiliated Goldman Sachs entities.

Tanner Dydo is a financial advisor at Goldman Sachs Wealth Services with Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Goldman Sachs, he held roles at Le Moyne College, BHG Financial, The Brewster Inn, Meadow Wood Farms, and Camp Dudley. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, plan sponsors, and institutional clients, providing financial planning, portfolio management, and specialized programs. The firm leverages proprietary research, tactical allocation models, and integrated resources across the Goldman Sachs platform to tailor client solutions.

Jonathan Woods is a financial advisor at Goldman Sachs Wealth Services with 21 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following a 16-year tenure at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services delivers financial planning, investment management, and advisory support to a diverse client base, including individual, high-net-worth, corporate, charitable, and institutional clients. The firm leverages centralized investment resources and offers integrated services across affiliates, including banking and retirement consulting, to provide tailored wealth solutions.

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 financial advisor with Commonwealth Financial Network, holding CFP® and Series 63 designations and having 30 years of industry experience. He previously worked at LPL Financial for nine years before joining Commonwealth in 2016. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of nearly 2,900 advisors and serves individual and institutional clients with a range of managed-account programs, third-party asset manager access, and brokerage services.

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.