Nelson Darling IV is a financial advisor at Rockefeller Financial LLC with a Series 66 designation. He has been with Rockefeller Financial since 2026 and previously worked at Rockefeller Capital Management and held various roles in education and community organizations in New York. His outside activities include involvement with the Jewish Community Center of Greater Buffalo. 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 within a Private Advisor model and operates as a registered broker-dealer, providing a broad range of investment and placement services.

Jamie Dodge is a financial advisor at Goldman Sachs Wealth Services with 13 years of industry experience. He holds a Series 63 designation and has worked at Goldman Sachs & Co. LLC since 2021, following eight years at The AYCO Company, L.P./Mercer Allied. 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 offers tailored solutions such as Executive Wealth and Private Family Office support, leveraging a large integrated financial group with diverse affiliated services.

Jared Benton Ramirez is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services, with 10 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2019 and previously spent five years at The Ayco Company, L.P./Mercer Allied. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, providing financial planning, portfolio management, and specialized wealth programs. The firm integrates strategic asset allocation models and proprietary research tools, leveraging the broader Goldman Sachs network to offer clients comprehensive investment solutions.

Michael Bergman is a financial advisor at Goldman Sachs Wealth Services with 21 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at The Ayco Company, L.P./Mercer Allied for 18 years before joining Goldman Sachs in 2021. He serves on the Investment Committee at Congregation Gates of Heaven in Schenectady, NY, providing oversight of the synagogue’s investments. 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 model portfolios, delivering tailored solutions such as Executive Wealth and Private Family Office support through both discretionary and non-discretionary management.

Carlie Dobrinsky is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and one year of industry experience. Prior to joining Goldman Sachs, she worked at Eagle Private Capital and has a background including educational roles at Washington University in St. Louis, American Heritage School, and David Lawrence Jr. K-8 Center. Goldman Sachs Wealth Services serves a diverse client base ranging from individual investors to institutional clients, offering tailored financial planning and portfolio management alongside specialized programs such as Private Family Office services and Financial Wellness. The firm integrates its advisory teams with various Goldman Sachs affiliates to provide comprehensive investment strategies supported by proprietary research and advanced analytics.

Peter Kalil is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and seven years of industry experience. His background includes roles at Goldman Sachs & Co. LLC, The Vanguard Group, and The Ayco Company, as well as entrepreneurial ventures such as Kalil Auto Group LLC and Kalil's Lawn Care and Property Maintenance. Goldman Sachs Wealth Services advises a broad client base, including individual investors, corporate participants, executives, and institutional clients, offering comprehensive financial planning and portfolio management. The firm integrates strategic allocation models, manager selections, and proprietary analytics within the broader Goldman Sachs ecosystem to deliver tailored investment solutions.

Juhi Bhuwalka is a financial advisor at Goldman Sachs Wealth Services holding a Series 66 designation with one year of industry experience. Prior to joining Goldman Sachs, she gained experience at Starbucks and worked in hospitality and education roles. Goldman Sachs Wealth Services advises a diverse client base including individual investors, executives, plan sponsors, and institutional clients, offering financial planning and portfolio management supported by specialized programs and access to alternative investments. The firm leverages proprietary analytics and integrates capabilities across Goldman Sachs affiliates to deliver tailored investment solutions.

Colin Hughes is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services, bringing nine years of industry experience. He previously worked at The Ayco Company, L.P./Mercer Allied for six years before joining Goldman Sachs in 2021. Outside of his advisory role, he is a co-owner and general manager of Mochalisa's Caffe, a coffee company based in Clifton Park, NY. 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 utilizes centralized investment resources and combines discretionary and non-discretionary management approaches within a large integrated financial group.

Athena Trapalis is a financial advisor at Goldman Sachs Wealth Services with 10 years of industry experience. She holds the Series 66 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 high-net-worth individuals, corporate participants, and institutional clients. The firm leverages centralized investment resources and offers tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Thomas Dolin II is a Series 63-licensed financial advisor with 13 years of industry experience. He has worked at Equity Services, Inc. since 2019 and previously held roles at National Life Group, Prudential Insurance Company of America, Pruco Securities LLC, JHFN SII, and Empire Financial. Dolin is also involved in insurance sales and financial education through his activities with NPA Financial and The Precision Financial Group. 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 including third-party asset managers and model portfolios, with a client base that includes both discretionary and non-discretionary accounts.

John Justice is a financial advisor at Goldman Sachs Wealth Services with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Goldman Sachs & Co. LLC since 2021. Prior to this, he was with The Ayco Company L.P. for 22 years and Mercer Allied Company, L.P. for 26 years. 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 offers tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Jason Shepard is a financial advisor at Goldman Sachs Wealth Services with 20 years of industry experience. He holds a Series 66 designation and has been with Goldman Sachs and its affiliated entities since 2012. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a wide range of clients, including individual and high-net-worth households, corporate participants, and institutional clients. The firm leverages centralized investment resources and a variety of portfolio management strategies within a large integrated financial group.

Michael Giacco is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 66 credentials and eight years of industry experience. His prior roles include positions at Eaton Vance Distributors, Inc. and State Street. He has been with Rockefeller Financial and Rockefeller & Co. since 2021. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides a range of portfolio management, financial planning, and consulting services through a Private Advisor model and a consolidated investment platform, combining discretionary and non-discretionary solutions across multiple asset classes.

Courtney Kerester is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC and Daiwa Capital Markets. Prior to her financial career, Kerester attended Brooklyn Law School and worked at several law firms. 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, utilizing strategic allocation models and a range of platforms to tailor solutions aligned with client objectives.

Maria Massi 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. Prior to joining Goldman Sachs, she gained experience in roles at Friendly's and Vector Marketing and completed her education at Siena College. 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, leveraging strategic allocation models, manager selections, and various implementation methods, supported by extensive resources within the Goldman Sachs ecosystem.

Jesse Lieberman is a financial advisor at Goldman Sachs Wealth Services with eight years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2017, following prior roles at The Ayco Company, L.P./Mercer Allied and Seton Hall University School of Law. Goldman Sachs Wealth Services serves a wide range of clients including individual investors, corporate participants, executives, and institutional clients. The firm provides financial planning and portfolio management through tailored strategies supported by dedicated investment groups and access to a broad ecosystem of affiliated financial entities.

Aidan Cohane is a Series 66-credentialed financial advisor at Goldman Sachs Wealth Services with four years of industry experience. He has worked at Goldman Sachs since 2019, with prior roles including positions at Merrill Lynch and Oppenheimer & Co. Cohane has also held various roles unrelated to finance, including at Windham Mountain and Fordham University. 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 employs strategic and tactical allocation models and offers a range of services such as Private Family Office programs, specialized executive wealth solutions, and access to alternative investments, supported by proprietary research and integrated resources across the Goldman Sachs organization.

Luke Saddlemire is a Certified Financial Planner® with five years of industry experience. He is currently with Rockefeller Financial LLC and Rockefeller Capital Management, having joined in 2025. Prior to this, he worked at Janney Montgomery Scott and Principal Life Insurance Company, among other firms. He is also a Notary Public for the State of New York, performing notarial acts without charge. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and investment banking services. Its Private Advisor model and integrated investment platform deliver a range of portfolio management and advisory solutions across asset classes.

Dove Lepson is a financial advisor at Goldman Sachs Wealth Services with a Series 66 credential. Lepson has held roles at several firms including Noble Wealth Advisors, Paradigm Capital Management, and Equitable Advisors, beginning their industry career in 2023. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients. The firm offers financial planning, portfolio management, and specialized wealth programs, leveraging strategic allocation models and a wide range of platforms integrated within the broader Goldman Sachs ecosystem.

James Schwartz is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Equity Services, Inc. since 2008. He holds a Series 63 license and operates in Clifton Park, NY. Outside of his advisory role, Schwartz is an insurance agent for several companies, engaged in insurance sales through NPA Financial, LLC. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management services to a diverse client base including individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms utilizing long-term strategies and third-party asset managers, with activities spanning both advisory and broker-dealer services.