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 with Rockefeller Financial LLC, holding Series 63 and Series 66 credentials and eight years of industry experience. His prior roles include positions at Eaton Vance Distributors, Inc. and State Street. He has been with Rockefeller Financial and Rockefeller & Co. since 2021. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides a range of portfolio management, financial planning, and consulting services through a Private Advisor model and a consolidated investment platform, combining discretionary and non-discretionary solutions across multiple asset classes.

Courtney Kerester is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC and Daiwa Capital Markets. Prior to her financial career, Kerester attended Brooklyn Law School and worked at several law firms. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm offers financial planning and portfolio management, utilizing strategic allocation models and a range of platforms to tailor solutions aligned with client objectives.

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 joining Goldman Sachs, she gained experience in roles at Friendly's and Vector Marketing and completed her education at Siena College. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm provides financial planning and portfolio management, leveraging strategic allocation models, manager selections, and various implementation methods, supported by extensive resources within the Goldman Sachs ecosystem.

Jesse Lieberman is a financial advisor at Goldman Sachs Wealth Services with eight years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2017, following prior roles at The Ayco Company, L.P./Mercer Allied and Seton Hall University School of Law. Goldman Sachs Wealth Services serves a wide range of clients including individual investors, corporate participants, executives, and institutional clients. The firm provides financial planning and portfolio management through tailored strategies supported by dedicated investment groups and access to a broad ecosystem of affiliated financial entities.

Jordonna Spina is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 licenses and having eight years of industry experience. She has worked with KeyBank NA since 2017 and was previously employed at Siena College and BJ's Wholesale Club. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm focuses on client-directed investment strategies with non-binding recommendations and ongoing monitoring, while offering access to third-party discretionary managers and performing due diligence and supervisory oversight.

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 Certified Financial Planner® with five years of industry experience. He is currently with Rockefeller Financial LLC and Rockefeller Capital Management, having joined in 2025. Prior to this, he worked at Janney Montgomery Scott and Principal Life Insurance Company, among other firms. He is also a Notary Public for the State of New York, performing notarial acts without charge. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and investment banking services. Its Private Advisor model and integrated investment platform deliver a range of portfolio management and advisory solutions across asset classes.

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.

Christopher Meano Jr. is a financial advisor at Goldman Sachs Wealth Services with a Series 66 credential and four years of industry experience. He has been with Goldman Sachs Ayco Personal Financial Management since 2019 and previously worked in municipal water departments and architectural planning. Goldman Sachs Wealth Services serves a diverse client base, including individual investors, executives, plan sponsors, and institutional clients. The firm provides financial planning and portfolio management supported by strategic allocation models and access to specialized wealth programs and alternative investments within the broader Goldman Sachs ecosystem.

Autumn Sims is a financial advisor with Eagle Strategies (NY Life) based in Latham, NY, holding Series 66 and Series 63 licenses and possessing 11 years of industry experience. She has been associated with Eagle Strategies and New York Life since 2017 and operates under the DBA Wealth Strategies Group to sell New York Life products and services. Eagle Strategies serves a diverse range of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of advisers. The firm emphasizes tailored recommendations and predominantly manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Robert Dolan is a Series 66-licensed financial advisor with 21 years of industry experience. He has worked at Goldman Sachs Wealth Services since 2021 and previously spent 18 years with 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 high-net-worth individuals, corporate participants, and institutional clients. The firm utilizes centralized investment resources and model portfolios while providing tailored services such as Executive Wealth and Private Family Office support.

Jason Mallette is a financial advisor at Goldman Sachs Wealth Services with 23 years of industry experience. He holds a Series 63 designation and previously worked for The Ayco Company, L.P./Mercer Allied Company, L.P. for 21 years before joining Goldman Sachs in 2021. 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 model portfolios, offering tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Mark Thomas is a CFP® professional with 26 years of experience in the financial services industry. He currently works at Equity Services, Inc. and has prior experience at Linsco/Private Ledger Corp. Additionally, Thomas operates as an insurance agent for several companies through Wise Financial, LLC, and works part-time as a school bus driver. Equity Services, Inc., also known 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 that combine long-term investment strategies with options for shorter-term trading and specialized instruments.

Ryan Williams is a financial advisor at Equity Services, Inc. with one year of industry experience. He holds a Series 65 designation and has worked at several firms including National Life Group, Hoxton Wealth USA LLC, and Openwork. Outside of advisory work, he is also involved as an insurance agent with 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 combines long-term strategies with options for shorter-term trading, offering multiple advisory platforms that include third-party asset managers and model portfolios.