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.

Kurtis Parde is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked at Commonwealth since 2021 and previously spent three years with Ameriprise Financial Services. Outside of finance, he owns and operates Kurt Parde Landscape Design, a business established in 2012. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office services, including investment management and technology support, allowing advisors to construct portfolios from diverse securities and insurance products.

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.

Spyro Athanasoulias is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Latham, NY, holding a Series 63 designation and bringing 21 years of industry experience. His previous roles include positions at National Life Insurance Group and MassMutual Investors Services. He is also involved in insurance agency operations through ASPIS Life and Health Insurance Agency and related entities. 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 often using third-party asset managers, combining long-term investment strategies with options for shorter-term trading and specialized instruments.

Matthew Hamel is a CFP® with six years of industry experience, currently affiliated with Principal Financial Services. His prior work includes roles at Union Financial and AXA Advisors, LLC. Outside of his advisory work, he serves as the freshman level head baseball coach at Christian Brothers Academy in Albany. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individuals, retirement plans, trusts, and active-duty military personnel. 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.

Michael Giacco is a financial advisor at Rockefeller Financial LLC with eight years of industry experience. He holds Series 66 and Series 63 licenses and has worked previously at Eaton Vance Distributors, Inc. and State Street. 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.

Courtney Kerester is a financial advisor at Goldman Sachs Wealth Services with a Series 66 credential and one year of industry experience. Prior to joining Goldman Sachs, Courtney held roles at Daiwa Capital Markets, Weitz and Luxenberg, and the Law Offices of Jeffrey Lichtman, along with academic experience at Brooklyn Law School and the University of Michigan. Goldman Sachs Wealth Services serves a diverse client base, offering tailored financial planning and portfolio management with access to Private Family Office services, executive wealth programs, and alternative investments. The firm integrates resources across Goldman Sachs affiliates and employs strategic allocation models and advanced analytics in its advisory approach.

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 her financial career, she held positions at Friendly's and Vector Marketing. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, and institutional clients, and offers a range of specialized wealth programs and access to alternative investments. The firm leverages integrated resources across the Goldman Sachs ecosystem to deliver customized investment strategies and operational tools.

Jordonna Spina is a financial advisor at Key Investment Services LLC with eight years of industry experience. She holds Series 63 and Series 66 licenses. She previously worked at KeyBank NA and held roles at Siena College and BJ's Wholesale Club. 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, separately managed accounts, and brokerage and insurance products. The firm operates within the KeyCorp group and focuses on client-directed investment choices supported by product due diligence, ongoing monitoring, and access to third-party discretionary managers.

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 CFP® with five years of industry experience, currently serving as a financial advisor at Rockefeller Financial LLC. His prior experience includes roles at Janney Montgomery Scott, Principal Life Insurance Company, and Purshe Kaplan Sterling Investments. He is also a Notary Public for the State of New York. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm offers integrated services through affiliated trust and insurance entities, with access to alternative and private investments, and operates under a recapitalized ownership structure that includes significant institutional minority owners.

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.

Kelly Donnoe is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. Prior to joining Goldman Sachs in 2023, Donnoe was involved in entrepreneurial ventures including Running Subway LLC and Legends OWO LLC. He holds a Series 66 designation. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individual, high-net-worth, corporate, charitable, and institutional clients. The firm utilizes centralized investment resources and model portfolios, offering tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Lawrence Dillon is a Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®) at Principal Financial Services with 28 years of industry experience. He has been associated with Principal Life Insurance Company and Principal Securities Inc. for multiple years beginning in 2014. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement consulting, and access to third-party money manager programs through various advisory and promoter arrangements.

Antonio Cotugno is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and three years of industry experience. His prior work includes roles at Trustco Bank and a family practice in Clifton Park. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, corporate participants, and institutional clients. The firm utilizes strategic allocation models, manager selections, and both discretionary and non-discretionary implementations, supported by proprietary analytics and integration within the broader Goldman Sachs ecosystem.