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.

Jacqueline Stulmaker is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 licenses and 23 years of industry experience. She has been with Key Investment Services and its affiliated entities since 2013, including a period at KeyBank. Outside of her advisory role, she is an owner and lessor of a family income property. Key Investment Services LLC serves a diverse client base including individuals, trusts, estates, small businesses, and corporate clients through various advisory and brokerage programs. The firm emphasizes client-directed investment model selection alongside non-binding recommendations and ongoing monitoring, and maintains a notable corporate affiliation within the KeyCorp group.

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.

Michael Penna is a Series 66 licensed financial advisor with Goldman Sachs Wealth Services, bringing four years of industry experience. Prior to joining Goldman Sachs in 2023, he worked at Etico Wealth Management and held roles at Rochester Institute of Technology and Shred 518 LLC. 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 a range of strategic and tactical allocation models and offers access to alternative investments, leveraging its integration within the broader Goldman Sachs ecosystem.

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.

Stephen Woodard is a CFP®, ChFC®, and Series 63 credentialed advisor with 21 years of experience. He is currently with Eagle Strategies (NY Life), where he has worked since 2011, including prior experience at Brown & Fitzgerald, LLC. Eagle Strategies serves a diverse client base that includes individual investors, institutional plans, and charitable and corporate entities, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, managing most assets on a non-discretionary basis.

Kristen Hadden is a financial advisor with Guardian Life, holding a Series 63 designation and 13 years of industry experience. Her career includes multiple roles at Guardian Life and Park Avenue Securities dating back to 2016. Outside of her financial advisory work, she creates and sells art pieces through her online business, Filamental Concepts. Guardian Life’s subsidiary, Park Avenue® Wealth Management, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients, offering brokerage services, financial planning, and investment advisory programs using both proprietary and third-party strategies.

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.

David Mysliwiec Sr. is a financial advisor at Equity Services, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at National Life Group and Cssc Brokerage Services, Inc., among others. Outside of advising, he is a partner in a CPA firm and serves as treasurer for the Coalition of Fathers and Families NY, Inc. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms with a mix of long-term investment strategies and shorter-term options, often working with third-party asset managers.

Prescilla Ting Murphy is a financial advisor at Citizens Securities, Inc. in Albany, NY, with four years of industry experience. She holds the Series 63 and Series 65 credentials and has prior experience at Santander Securities, LLC, and Santander Bank, NA. She also serves as a Notary Public for a bank in New Jersey. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs as well as brokerage and insurance services. The firm’s advisory offerings include a digital advisory program managed in partnership with SigFig and a Managed Account program, operating as a broker-dealer and insurance agency.

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.