Jeffrey Van Wagner is a financial advisor at Goldman Sachs Wealth Services with 11 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following seven 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 individuals, high-net-worth households, corporate participants, and institutional clients. The firm leverages centralized investment resources and offers tailored solutions such as Executive Wealth and Private Family Office support, operating within a large integrated financial group with access to a broad range of affiliated services.

Brad Sloan is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 designations and 24 years of industry experience. He has been with TIAA-CREF since 2008. Outside of his advisory work, he is a partial owner of a horse racing partnership, which he holds as a hobby without decision-making or financial authority. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm separates point-in-time planning from ongoing discretionary management and acts as adviser to a donor-advised fund within a vertically integrated structure.

Benjamin Adams is a Series 66-licensed financial advisor with 15 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 11 years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services offers 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 a combination of discretionary and non-discretionary managers to implement tailored portfolios, supported by a range of corporate programs and integrated financial services.

Joseph Lopez 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, he worked for Ultimus Leverpoint Private Fund Solutions for three years and has held various roles in community services and other sectors. 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 utilizes strategic and tactical allocation models and offers a range of advisory and investment platforms integrated with the broader Goldman Sachs ecosystem.

Samuel Statham is a financial advisor with Goldman Sachs Wealth Services, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Goldman Sachs, he worked at Cetera and Cetera Investment Services LLC. He also has experience outside the financial sector, including roles at Lowe's Home Improvement and the College of Saint Rose. Goldman Sachs Wealth Services provides financial planning and investment management to a diverse client base, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and offers tailored solutions such as Executive Wealth and Private Family Office support, leveraging its integration within a large financial group to deliver a broad range of advisory services.

Tracy Rashford is a financial advisor with TIAA-CREF in Latham, NY, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has been with TIAA-CREF since 2011. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm distinguishes between one-time planning services and ongoing discretionary management and acts as adviser to a donor-advised fund while operating within a vertically integrated group that includes affiliated funds.

Meghan Ocarroll is a financial advisor at Goldman Sachs Wealth Services with four years of industry experience and a Series 66 license. She has been with Goldman Sachs Ayco Personal Financial Management since 2017 and previously worked at NBC Universal Media LLC. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm tailors investment strategies using proprietary research and offers a range of specialized services such as Private Family Office programs and Financial Wellness initiatives.

Brittiny Razzano is a Certified Financial Planner® with 12 years of industry experience. She is currently with Equity Services, Inc. and also serves as an attorney at Razzano Law, PLLC, a trusts and estates law firm she owns. Her work history includes roles at TSA Management Inc., Halliday Financial LLC, National Life Group, Health Management Systems, Inc., and PKS Advisory Services, LLC. 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, offering multiple advisory platforms that combine long-term strategies with options for shorter-term trading and specialized instruments.

Clare Dolan is a financial advisor at Goldman Sachs Wealth Services with 11 years of industry experience. She holds Series 65 and Series 66 licenses and has been with Goldman Sachs & Co. since 2014. Based in New York, NY, she works within an enterprise firm that serves a diverse client base. 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 model portfolios, offering a range of tailored services including Executive Wealth and Private Family Office support.

Timothy Weber is a financial advisor at Equity Services, Inc. with 35 years of industry experience. He holds the Series 63 designation and has previously worked at MML Investors Services and MassMutual Life Insurance Company. Weber is also actively engaged as an insurance agent through Thoroughbred Advisors. 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, utilizing third-party asset managers and model portfolios, and combines long-term strategies with options for shorter-term trading.

Kevin Marin is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and over 31 years of industry experience. He has worked with Raymond James Financial Services and Advisors Insurance Brokers in prior roles and is the owner and president of Marin Wealth Solutions, Inc. Commonwealth Financial Network serves a national network of advisors and their clients, providing a range of advisory programs and services including wealth management and retirement plan consulting. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

Joshua Lochner is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Latham, NY, holding a Series 63 designation and 12 years of industry experience. He previously worked at Northwestern Mutual Investment Management and Northwestern Mutual Life Insurance Company for five years before joining Equity Services and National Life Group in 2018. In addition to his advisory role, he is an insurance agent with Thoroughbred Advisors. 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 featuring a combination of long-term strategies and options for shorter-term trading, working with a network of investment adviser representatives and third-party asset managers.

Kiera Brennan is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and two years of industry experience. She previously worked at PricewaterhouseCoopers LLC and has held various roles including at Burn Boot Camp and the University of South Carolina. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm provides tailored financial planning and portfolio management with access to specialized programs and alternative investments, leveraging various Goldman Sachs affiliates and advanced analytics in its approach.

Blaine Dunn is a financial advisor at Goldman Sachs Wealth Services with 19 years of industry experience. He holds a Series 63 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 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 to deliver tailored wealth management solutions.

Shiri Ghimire is a financial advisor at Citizens Securities, Inc. with eight years of industry experience. She holds Series 63 and Series 65 licenses and has been with Citizens Securities and Citizens Bank since 2015. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm provides both a digital advisory program, which uses proprietary algorithms to recommend ETF-based portfolios, and a Managed Account program, while also operating as a broker-dealer and insurance agency.

Andrew Lewis is a Series 66 licensed financial advisor with six years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2019, following previous roles at The Ayco Company, L.P./Mercer Allied and Enterprise Rent A Car. His academic background includes four years at Clarkson University. Goldman Sachs Wealth Services provides financial planning and portfolio management for a diverse client base, including individual investors, executives, and institutional clients. The firm utilizes strategic allocation models and proprietary research tools, offering a range of fee arrangements and access to specialized programs and alternative investments.

Alexander Bzdell is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. He holds a Series 66 designation and has previously worked at Goldman Sachs Ayco and Northwestern Mutual. His background includes four years at Colgate University and several years in other roles prior to entering the financial industry. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients. The firm offers tailored financial planning and portfolio management services supported by proprietary strategy models, manager selections, and a variety of fee arrangements, leveraging integration with the broader Goldman Sachs ecosystem.

Kevin Eberz is a financial advisor with Key Investment Services LLC in Schenectady, NY, holding Series 63 and Series 66 licenses and possessing 15 years of industry experience. He has been with Key Investment Services LLC and KeyBank since 2016. 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, and separately managed accounts. The firm emphasizes client-directed model selection and offers access to third-party discretionary managers, while providing ongoing monitoring, rebalancing, and supervisory oversight.

Charles Millar is a financial advisor at Janney Montgomery Scott with 34 years of industry experience. He holds Series 63, 65, and 66 licenses and has been with Janney Montgomery Scott since 2014. Outside of his advisory work, he serves in various leadership roles within the Hudson, NY community, including as a director of Friends of Hudson Youth, and holds multiple trustee positions at Columbia Greene Community College. Janney Montgomery Scott is a large enterprise firm managing approximately $110 billion in assets, serving a diverse clientele including individuals, families, trusts, estates, and institutional clients. The firm offers brokerage, financial planning, and advisory services, utilizing a combination of in-house and third-party portfolio management across multiple wrap programs and model portfolios.

Michael Namon is a financial advisor at Goldman Sachs Wealth Services with four years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Arcturus Intelligence and held several roles outside the financial sector, including positions at Trinity College, Lululemon, and National Hockey Training. 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 integrates strategic allocation models and proprietary analytics within the broader Goldman Sachs ecosystem to deliver tailored investment solutions.