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 financial advisor at Goldman Sachs Wealth Services with nine years of industry experience. He holds a Series 66 designation and previously worked at The Ayco Company, L.P./Mercer Allied from 2016 to 2021 before joining Goldman Sachs in 2021. 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 combines centralized investment resources and model portfolios with a range of discretionary and non-discretionary management options, offering tailored solutions such as Executive Wealth and Private Family Office support.

Scott Powhida is a Certified Financial Planner (CFP®) with 26 years of industry experience. He has been with Principal Securities Inc. since 2016 and has worked at Principal Life Insurance Company since 2014. Outside of his advisory role, he is co-owner of Privacy Tab LLC, an LLC established to assist with moving a product through the patent process. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and business entities. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

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.

Alysia Miller is a financial advisor with Valic Financial Advisors and holds a Series 66 designation. She has eight years of industry experience, including prior roles at LPL Financial and CapCom FCU. In addition to her advisory work, she is an agent for non-securities insurance products through Agia. Valic Financial Advisors serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

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.

Dallas Betts is a financial advisor at Equity Services, Inc. (ESI Financial Advisors) with a Series 66 designation and one year of industry experience. Prior to joining Equity Services, he worked at National Life Group and Ellis Medicine, following a decade at Albany Medical Center. Equity Services, Inc. provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm operates as both a broker-dealer and SEC-registered investment adviser, offering multiple advisory platforms that utilize third-party asset managers and model portfolios with a mix of long-term and shorter-term strategies.

Raymond Bryan is a financial advisor at Rockefeller Capital Management with 13 years of industry experience. His prior roles include positions at Janney Montgomery Scott and Wells Fargo Advisors. Outside of finance, he serves on the board of a nonprofit Broadway incubator and the Saratoga Senior Center, and acts as a judge and mentor for a business plan competition at Skidmore College. Rockefeller Capital Management is an enterprise firm with 157 advisors, providing wealth management services to a broad client base.

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 credential and one year of industry experience. Prior to joining Rockefeller Financial LLC, he was affiliated with Rockefeller Capital Management and has experience in educational and community organizations, including roles at the University at Buffalo and 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 a range of portfolio management, financial planning, and consulting services, operating uniquely as both a registered investment adviser and broker-dealer.

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.

Michael Penna is a Series 66 licensed financial advisor with Goldman Sachs Wealth Services, bringing four years of industry experience. Prior to joining Goldman Sachs in 2023, he worked at Etico Wealth Management and held roles at Rochester Institute of Technology and Shred 518 LLC. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, plan sponsors, and institutional clients. The firm uses a range of strategic and tactical allocation models and offers access to alternative investments, leveraging its integration within the broader Goldman Sachs ecosystem.