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 licenses and previously worked at The AYCO Company, L.P./Mercer Allied from 2016 to 2020. 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 provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and placement and investment banking 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.

Zachary Augliano is a CFP® and holds a Series 66 license with 10 years of industry experience. He currently works at Goldman Sachs Wealth Services and has prior experience with UBS Financial Services, United Professional Advisors, and Ameritas. 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 services such as Executive Wealth and Private Family Office support, operating within a large integrated financial group with access to a broad range of affiliated financial capabilities.

Yixiang Huang is a financial advisor at Goldman Sachs Wealth Services with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including The Ayco Company LP and Barhems Corporation. 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 proprietary research and a broad range of affiliated capabilities to tailor strategies and deliver comprehensive advisory services.

Alexander Bogdanov is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. He holds the Series 66 designation and has previously worked at Charles Schwab and Bank of America. Prior to entering the financial industry, he spent several years in education and worked at the Strozier Library. 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 offers tailored services such as Executive Wealth and Private Family Office support, operating within a large integrated financial group with a range of specialized capabilities.

Daniel Josepher is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services, bringing 10 years of industry experience. Before joining Goldman Sachs in 2021, he worked for The Ayco Company, L.P./Mercer Allied from 2016 to 2021. Goldman Sachs Wealth Services serves a diverse client base, including individual investors across wealth levels, corporate participants, executives, and institutional clients. The firm offers comprehensive financial planning and portfolio management, leveraging strategic allocation models and a broad range of affiliated resources within the Goldman Sachs ecosystem.

Connor Brown is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Ayco and Rowlands, LeBrou & Griesmer, PLLC. 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, leveraging centralized investment resources and integrated financial group capabilities.

Jessica Macci is a financial advisor at Goldman Sachs Wealth Services with five years of industry experience. She holds a Series 66 designation and has been with Ayco, a Goldman Sachs company, since 2019. Outside of her advisory role, she is involved with the Organization of Chinese Americans WHV Chapter. 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 offers tailored services such as Executive Wealth and Private Family Office support, integrating capabilities across its affiliated entities.

Raymond Bryan is a financial advisor at Rockefeller Financial LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Janney Montgomery Scott and Wells Fargo Advisors. Outside of his advisory role, he is involved in a family horse partnership and serves on the boards of a Broadway incubator nonprofit and the Saratoga Senior Center, as well as mentoring at Skidmore College’s business plan competition. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutions, and corporations, offering portfolio management, financial planning, and investment services through a Private Advisor model and an integrated platform that includes discretionary and non-discretionary solutions. The firm operates as a registered broker-dealer and provides placement and investment banking services alongside its asset management capabilities.

Joshua Cooper is a Series 66-registered financial advisor at Goldman Sachs Wealth Services with 14 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2019 and previously spent 10 years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services advises a broad client base, including individual investors, corporate participants, executives, and institutional clients. The firm delivers financial planning and portfolio management supported by specialized offerings and integrates resources from across the Goldman Sachs ecosystem to tailor plans and portfolios to client objectives.

Isabella Spadinger is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021. Prior to that, her work history includes positions at M&M Country Store, Vector Marketing, and in education at SUNY Plattsburgh and North Colonie Central School District. Goldman Sachs Wealth Services serves a diverse client base including individual investors, executives, plan sponsors, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm integrates resources from across Goldman Sachs affiliates to provide tailored investment strategies and a broad range of advisory services.

Ann Quinn is a financial advisor at Goldman Sachs Wealth Services with 38 years of industry experience. She has been with Goldman Sachs since 2021 and previously worked at The AYCO Company, L.P./Mercer Allied for 16 years. Quinn holds a Series 63 designation. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to individual, high-net-worth, corporate, charitable, and institutional clients. The firm utilizes centralized investment resources and a mix of discretionary and non-discretionary managers, offering tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

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.