Shriya Menon is a financial advisor at Goldman Sachs Wealth Services with Series 66 credentials and one year of industry experience. Her prior work includes positions at Goldman Sachs & Co. LLC and experience managing a pen boutique. Goldman Sachs Wealth Services provides financial planning and portfolio management to a wide range of clients, including individual investors, corporate participants, executives, and institutional clients. The firm utilizes strategic asset allocation models and manager selections from specialized internal groups and offers access to alternative investments and tailored wealth programs.

Tyler Sears is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and approximately one year of industry experience. His prior work includes roles at Goldman Sachs & Co. LLC, Handshake AI Solutions LLC, and teaching positions at Saint Anselm College and local schools. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm utilizes strategic and tactical allocation models supported by proprietary research and delivers services through multiple platforms integrated within the broader Goldman Sachs ecosystem.

Matthew Dempsey is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 licenses and six years of industry experience. His prior work includes roles at LPL Financial and Pacer Financial, Inc., as well as experience outside the financial sector in fitness and sports training centers. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions, including the firm’s proprietary WealthSuite platform.

Michael Teddy is a financial advisor at Equity Services, Inc. with 42 years of industry experience. He has been with Equity Services since 2003 and previously worked at National Life Insurance starting in 1982. Outside of his advisory work, he is involved in organizing an annual golf tournament for The Pluta Cancer Foundation. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to a diverse client base including individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm employs multiple advisory platforms, often utilizing third-party asset managers and model portfolios, and offers a mix of discretionary and non-discretionary client programs.

Allison Larman is a CFP® and holds a Series 66 license with nine years of industry experience. She has worked at Goldman Sachs Wealth Services since 2021 and previously held roles at Ameriprise Financial Services and 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 affiliated teams to deliver tailored wealth management solutions through a combination of discretionary and non-discretionary managers.

Madeline Ames is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and one year of industry experience. She has been with Goldman Sachs since 2021, including roles at Advantage Xpo onsite at Goldman Sachs and Goldman Sachs & Co. LLC. 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 a range of discretionary and non-discretionary managers within a large integrated financial group.

James Pellitteri is a CFP® professional with 43 years of industry experience, currently affiliated with Commonwealth Financial Network since 2016. He is a co-owner of Paper Planes Childcare, LLC and serves as a board member for the Town of Jewett. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 affiliated advisors and managing around $212.7 billion in client assets through a comprehensive adviser-support platform and a range of investment solutions.

Daniel Yankowski is a Series 66 licensed advisor at Goldman Sachs Wealth Services with seven years of industry experience. He has held roles at Goldman Sachs & Co. LLC since 2019, and previously worked at The Ayco Company, L.P./Mercer Allied and in various positions including at the University at Albany and the Inspector General Office. 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 strategic and tactical allocation models along with specialized programs and access to alternative investments, leveraging affiliated entities within the Goldman Sachs ecosystem.

Damaris Taylor is a financial advisor with Citizens Securities, Inc. in Albany, NY, holding a Series 66 designation and one year of industry experience. Prior to joining Citizens Securities, she worked at Northwestern Mutual Boston and Edward Jones. Outside of her financial career, she serves as a pastor at The Bridge Church, where she leads staff, casts vision, and teaches. Citizens Securities serves a diverse retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm features a digital advisory program with ETF-based portfolios and a Managed Account program, operating as part of Citizens Bank, N.A.

Shawn Maloney is a financial advisor at Commonwealth Financial Network with nine years of industry experience. He holds the Series 66 designation and has worked at Commonwealth Financial Network and Bryant Asset Management in various roles since 2016. Maloney is a co-owner of Bryant Asset Management. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages over $212 billion in client assets. The firm offers comprehensive adviser support, including managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Val Tornicelli is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 designations and bringing 28 years of industry experience. He has worked at Principal Securities Inc. since 2006. In addition to his advisory role, he is involved in fixed insurance sales focusing on life, annuity, and disability insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, and access to third-party money managers under various advisory and promoter arrangements.

Kathryn Krause is a financial advisor at Citizens Securities, Inc. in Albany, NY, holding Series 63 and Series 65 licenses with 12 years of industry experience. She has worked in various roles within Citizens Bank and Citizens Securities since 2015. Krause is also a Notary Public. Citizens Securities serves a diverse retail client base, including individuals and high-net-worth investors, offering investment advisory programs, brokerage, and insurance services. The firm’s advisory approach includes a digital advisory program and managed accounts, complemented by its role as a broker-dealer and insurance agency.

Brooke Hurley is a CFP®-designated financial advisor with six years of industry experience. She is currently with Goldman Sachs Wealth Services and previously worked at Cerity Partners LLC, The Ayco Company, L.P./Mercer Allied, and Clute Wealth Management. Outside of finance, she has worked as a waitress and bartender at JJ Rafferty's Bar and Grill. 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 offers tailored advisory solutions supported by strategic allocation models, manager selections, and a range of implementation platforms, leveraging capabilities across the broader Goldman Sachs organization.

Paul Mainello is a financial advisor with Goldman Sachs Wealth Services, holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2019 and previously held roles at The Ayco Company, L.P./Mercer Allied and Atlas Private Wealth Management. His background also includes positions at Siena College and Frear Park Municipal Golf Course. Goldman Sachs Wealth Services provides financial planning and portfolio management to a wide range of clients, including individual investors, corporate participants, executives, and institutional clients. The firm utilizes strategic allocation models and manager selections within the Goldman Sachs ecosystem and offers specialized services such as Private Family Office programs and Financial Wellness offerings.

Max Spagnola 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 2019. Outside of his advisory role, he is co-owner and bookkeeper of America's Pastime Stables, a horse racing organization. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individual, high-net-worth, corporate, and institutional clients, utilizing centralized investment resources and integrated financial group capabilities.

Bonnie Kenna is a financial advisor at Lincoln Investment with 21 years of industry experience. She previously worked at Legend Equities Corporation and Legend Advisory Corporation before joining Lincoln Investment in 2017. Outside of her advisory role, Kenna is involved in coaching field hockey at multiple levels, including head varsity coach at a New York public high school and coaching roles with nonprofit and national field hockey organizations. Lincoln Investment Planning, LLC serves a diverse client base including individual and high-net-worth investors, trusts, charities, and retirement plans, with a focus on educators and participants in 403(b) and 457(b) programs. The firm offers financial planning, advisor-led consulting, and portfolio management supported by an in-house investment management and research team and third-party managers.

James Pulver is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. He holds a Series 66 designation and previously worked at Restorative Continuum, LLC from 2019 to 2021. Prior to his financial career, he spent three years in full-time education. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm offers financial planning, portfolio management, and specialized programs, utilizing a range of strategies supported by proprietary research and integrated capabilities across the Goldman Sachs ecosystem.

David Eddy is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Goldman Sachs Wealth Services. Prior to joining Goldman Sachs in 2021, he spent 25 years at The AYCO Company, L.P./Mercer Allied. In addition to his advisory career, he has operated The Metro Cafe since 1990. Goldman Sachs Wealth Services advises a diverse client base including individual investors, executives, plan sponsors, and institutional clients. The firm offers tailored financial planning and portfolio management supported by proprietary research, a broad range of specialized programs, and integration with Goldman Sachs affiliates.

Connor Thomas is a financial advisor with Goldman Sachs Wealth Services and holds a Series 66 designation. He has one year of industry experience and has held positions at Goldman Sachs & Co. LLC, MMB + Co., and has experience at Siena University and in community roles including Webster Parks & Recreation and Webster Central School District. 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 advisory solutions supported by strategic allocation models, investment manager selections, and a range of platforms and pricing programs, leveraging resources across the Goldman Sachs ecosystem.

Philip Chieco is a Series 66-licensed financial advisor at Goldman Sachs Wealth Services with eight years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously held roles at The Ayco Company, L.P./Mercer Allied, AXA Advisors, and Xerox. 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 model portfolios, offering tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.