Thomas Currie is a financial advisor at Goldman Sachs Wealth Services with 18 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 14 years at The Ayco Company, L.P./Mercer Allied. He holds a Series 66 designation. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to individual and high-net-worth clients, corporate participants, and institutional clients. The firm utilizes centralized investment resources and model portfolios, offering tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.

Brian Enright is a financial advisor at Janney Montgomery Scott with eight years of industry experience. He holds the Series 66 designation and has worked primarily at Janney since 2018, with prior roles at Bank of America, Merrill, and Ayco. Outside of his advisory role, he serves as a committee member on the membership committee of the Schuyler Meadows Club in Loudonville, NY. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage services, financial planning, consulting, and various advisory programs.

Andrew Roberts is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has worked at Key Investment Services LLC since 2016 and concurrently at KeyBank since 2016. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, including wrap-fee programs, model portfolios, separately managed accounts, and unified managed accounts. The firm emphasizes client-directed model selection with advisory monitoring and offers access to third-party discretionary managers while providing rebalancing, reporting, and supervisory oversight.

Robert Hahn is a financial advisor at TIAA-CREF with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo and Citizens Bank. Hahn is based in Latham, NY. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals with existing TIAA retirement plan relationships, as well as trusts, estates, and small retirement plans. The firm offers both point-in-time planning and ongoing portfolio management using model and customized strategies.

Anna Stojanovic is a financial advisor at Goldman Sachs Wealth Services with nine years of industry experience. She holds the Series 63 and Series 65 designations. Her prior roles include positions at The Brattle Group, Tavistock Group, and Royal Bank of Canada. 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 services such as Executive Wealth and Private Family Office support within a large integrated financial group.

Russell Merchant is a financial advisor with Goldman Sachs Wealth Services, holding Series 63 and Series 65 designations and six years of industry experience. His prior roles include positions at The Ayco Company LP and Cadaret Grant, as well as various engagements in hospitality and education sectors. 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 institutional clients. The firm utilizes centralized investment resources and integrated strategies across affiliated teams to deliver tailored wealth management solutions.

Joshua Gregg is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and bringing 10 years of industry experience. Prior to joining Goldman Sachs in 2021, he worked at The AYCO Company, L.P./Mercer Allied for six years. Outside of his advisory role, he manages a maple syrup production business based in Cohoes, NY. Goldman Sachs Wealth Services offers 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 integrates centralized investment resources and affiliated teams to deliver tailored wealth management solutions across multiple client segments.

Denise Riedy is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 credential and 17 years of industry experience. She has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 13 years with The Ayco Company, L.P./Mercer Allied. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, plan sponsors, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm uses a range of strategic allocation models and proprietary analytics, providing clients access to various fee arrangements and platforms supported by integrated capabilities across the Goldman Sachs ecosystem.

Jacob Risavi is a financial advisor at Goldman Sachs Wealth Services with four years of industry experience. He holds the Series 66 designation and has previously worked at Northwestern Mutual and Instacart. Prior to his finance career, he spent several years in education at St. John Fisher College and Jamesville Dewitt Schools. 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 a range of tailored services delivered through both direct and partner programs.

Michael Normile is a financial advisor with Goldman Sachs Wealth Services, holding Series 63 and Series 65 licenses and six years of industry experience. He has worked at Goldman Sachs since 2021 and previously held roles at The Ayco Company, L.P./Mercer Allied, Gross Electric, Inc., Watervliet Housing Authority, and Rensselaer Polytechnic Institute. Goldman Sachs Wealth Services offers 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 combines centralized investment resources and model portfolios with a range of discretionary and non-discretionary managers, providing tailored wealth solutions and leveraging integration across its affiliated financial entities.

Paul Liguori Jr. is a Series 66 licensed advisor with six years of industry experience, currently with Goldman Sachs Wealth Services. His prior roles include positions at The Ayco Company, Instacart, Charles Schwab, and Siena College. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, and institutional clients. The firm offers tailored investment strategies and integrates capabilities across multiple Goldman Sachs affiliates to deliver a broad range of wealth management and specialized services.

Maria Jose Blas Perez 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. Her prior experience includes roles at Menchie's and Italian Wine Merchants. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals and institutional clients. The firm integrates centralized investment resources and offers tailored solutions such as Executive Wealth and Private Family Office support within a large financial group structure.

Zoila Chele is a Series 66-licensed financial advisor at Goldman Sachs Wealth Services with six years of experience, having worked at Goldman Sachs & Co. LLC since 2020 and previously at Uceda Institute for four years. She is based in Cohoes, NY. 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 leverages strategic and tactical allocation models, manager selections, and both discretionary and non-discretionary implementations, offering a range of fee arrangements and operational tools such as model rebalancing and tax-aware techniques.

Ronald Rybij is a financial advisor with GWN Securities Inc. in Albany, NY, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with GWN Securities since 2005. Outside of his advisory role, he is a general agent involved in the sales and service of life, health, and long-term care insurance. GWN Securities is an SEC-registered investment adviser and broker-dealer that serves individual and business clients, including high-net-worth individuals. The firm offers discretionary managed accounts and access to third-party sub-advisers through a variety of managed-account programs and model portfolios.

Kieran Hughes is a financial advisor with Key Investment Services LLC and holds the Series 66 designation. He has three years of industry experience, including roles at Key Investment Services LLC and prior experience at Shanz Beverage Center and involvement with the Capital District Youth Soccer League. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed model selection and provides ongoing monitoring, due diligence, and supervisory oversight across its offerings.

Allen Kummu is a financial advisor at Goldman Sachs Wealth Services with 28 years of industry experience. He holds a Series 63 designation and has worked at Goldman Sachs & Co. LLC since 2021. Prior to that, he was with The Ayco Company LP and Mercer Allied Company, L.P. for over two decades. Goldman Sachs Wealth Services offers 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, delivering tailored wealth management solutions through both discretionary and non-discretionary managers.

Gregory Britton is a financial advisor with Focus Partners Wealth, LLC, holding the ChFC® and Series 66 designations and possessing 11 years of industry experience. He worked at Atlas Private Wealth Management, LLC for 10 years before joining Connectus Wealth and then The Colony Group, LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm employs an enhanced open architecture investment approach that combines active and passive strategies, third-party managers, and private funds, with an emphasis on long-term, tax- and fee-sensitive portfolio construction.

Grace Smith is a financial advisor at AE Wealth Management, LLC with four years of industry experience. She holds the Series 63 and Series 66 credentials and previously worked at PKS Advisory and Purshe Kaplan Sterling Investments. Outside of her advisory roles, she spent time working at the Guilderland YMCA and The State University of New York at Albany. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individual households, corporations, trusts, and ERISA plan sponsors. The firm uses discretionary model portfolios managed internally and by third-party strategists, employing fundamental, technical, and cyclical investment approaches.

Brian Woodfield is a Series 66-licensed financial advisor with 16 years of industry experience. He has worked at Goldman Sachs Wealth Services since 2021 and previously spent five years with 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 combines centralized investment resources with tailored offerings such as Executive Wealth and Private Family Office support, operating within a large integrated financial group that includes banking and futures capabilities.

Matthew Valentine is a financial advisor at Goldman Sachs Wealth Services with 18 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs since 2021, following a 14-year tenure at The Ayco Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to individual and high-net-worth clients, as well as corporate, charitable, and institutional participants. The firm utilizes centralized investment resources and a combination of discretionary and non-discretionary managers, offering tailored solutions such as Executive Wealth and Private Family Office support.