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.

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.

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.

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.