Francis Caraco is a financial advisor with Bankers Life Advisory Services, Inc., holding the ChFC® designation and a Series 63 license, and has 42 years of industry experience. He has been with Bankers Life Advisory Services since 2017 and has worked within the broader Bankers Life organization since 2009. Caraco serves as a board member of The Prevention Council of Hamilton Fulton and Montgomery Counties, a nonprofit focused on prevention education. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser that primarily serves mass-affluent and high-net-worth individuals through discretionary portfolio management, non-discretionary investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolios according to clients’ goals, risk tolerances, and time horizons.

Bernard Mc Call Jr. is a financial advisor at Rockefeller Financial LLC with 10 years of industry experience. He holds the Series 66 designation and has worked at Goldman Sachs & Co. LLC and The AYCO Company, L.P./Mercer Allied. 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 a range of portfolio management, financial planning, and consulting services, and operates as a registered broker-dealer providing securities transactions, insurance products, and placement and investment banking services.

Michael Pelella is a Series 66-registered financial advisor with Equity Services, Inc., bringing 16 years of industry experience. He has worked at National Life Group/NPA Financial and Equity Services since 2012. Outside of financial advising, Pelella serves as CFO for the Saratoga Rugby Football Club, an organization aimed at growing rugby in the Capital Region, and is involved in managing a children's art day camp through Outdoor Art Room LLC. Equity Services, Inc., operating as ESI Financial Advisors, offers financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm combines long-term investment strategies with options for shorter-term trading and specialized instruments, utilizing multiple advisory platforms and third-party managers.

Antonio Quezada is a financial advisor with Rockefeller Financial LLC and holds a Series 66 designation. He has six years of industry experience, including prior roles at Goldman Sachs & Co. LLC and The AYCO Company, L.P./Mercer Allied. Outside of finance, he serves as a basketball referee for the International Association of Approved Basketball Officials, officiating middle and high school games. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm offers integrated services through affiliated entities and specializes in alternative and private investments, combining wealth, trust, and insurance capabilities under the Rockefeller Global Family Office platform.

Paul Clickman is a Series 66 licensed financial advisor with 23 years of industry experience. He has been with Goldman Sachs Wealth Services since 2021 and previously worked at The AYCO Company, L.P./Mercer Allied for 21 years. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base including individuals, high-net-worth households, corporate, charitable, and institutional clients. The firm utilizes centralized investment resources and a mix of discretionary and non-discretionary managers to deliver tailored wealth management solutions.

Sean Relyea is a financial advisor at Equity Services, Inc. with one year of industry experience. He holds the Series 66 designation and has worked at firms including National Life Group and Red Door Realty NY. Outside of his advisory role, he is involved in real estate sales and management as a sales person at Red Door Realty NY and manager of Sunfish Holdings LLC. 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, combining long-term strategies with options for shorter-term trading, and works with third-party asset managers through a dually registered broker-dealer and SEC-registered investment adviser structure.

Richard Chong is a financial advisor with Goldman Sachs Wealth Services, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. He has worked at Goldman Sachs - Ayco since 2021 and previously spent 17 years at Equitable Advisors and 16 years at AXA Advisors, LLC. 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 uses centralized investment resources and model portfolios to deliver tailored wealth management solutions through both discretionary and non-discretionary managers.

Connor Chambers is a financial advisor with Valic Financial Advisors in Corinth, NY, holding a Series 66 designation and five years of industry experience. He has worked at Valic Financial Advisors since 2020 and is also associated with Agia, where he serves as an agent for non-securities insurance products. Valic Financial Advisors primarily 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, wrap programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Radha Moffitt is a financial advisor at TIAA-CREF with Series 63 and Series 65 credentials and four years of industry experience. Prior to joining TIAA-CREF, she worked at Goldman Sachs Wealth Services and Goldman Sachs & Co. LLC. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with pre-existing relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time planning services and ongoing discretionary management through model and customized portfolios.

Mikayla Brunell is a financial advisor at Rockefeller Financial LLC with one year of industry experience. She holds the Series 66 designation and has worked at several educational institutions including Siena College, Bentley University, and St. Pius X School. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm offers integrated services through affiliated trust and insurance entities and utilizes a range of investment strategies including alternative and private investments.

Isabelle Kuzmich is a financial advisor at Rockefeller Financial LLC with two years of industry experience. She holds the Series 66 designation and previously worked at Ultimus Leverpoint Private Fund Solutions and Trustco Bank. Kuzmich has a diverse work history including roles outside finance such as positions at Dick's Sporting Goods and in education. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, operating also as a registered broker-dealer with capabilities in variable insurance products and investment banking services.

Jacob Pollicino is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and four years of industry experience. Prior to joining Goldman Sachs, he worked at J.P. Morgan Chase and held various roles outside finance, including positions at De Angelo's Ristorante and Men's Wearhouse. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering customized financial planning and portfolio management supported by strategic allocation models, specialized programs, and access to alternative investments.

Brandon Karam is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. He holds a Series 66 designation and previously worked with West Ave Pizza, the New York Racing Association, and completed his education at Syracuse University. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm leverages strategic allocation models and proprietary analytics, integrating capabilities across the broader Goldman Sachs ecosystem to provide tailored investment solutions.

Cynthia Powell is a financial advisor with OSAIC Institutions, INC., holding a Series 63 designation and bringing 39 years of industry experience. Her prior roles include positions at Infinex Investments, Inc., Raymond James Financial Services, and Malaleuca. She serves as a voting board member of the Schenectady Business and Professional Women's Club and is vice president of a BNI referral group. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering a range of advisory and brokerage services through customized engagements and access to alternative investments. The firm’s advisors utilize both fundamental and technical analysis and operate primarily on a non-discretionary basis.

Tyler Vernieu is a financial advisor at Goldman Sachs Wealth Services with nine years of industry experience. He 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 individual and high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and model portfolios, delivering tailored services through both discretionary and non-discretionary managers within a large integrated financial group.

Aidan Mc Cann is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. He holds a Series 66 designation and has previously worked within Goldman Sachs Ayco and has experience in educational and recreational organizations. Goldman Sachs Wealth Services provides financial planning and portfolio management to a broad client base, including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm offers tailored investment solutions supported by its Private Wealth Investment Strategy Group and External Investment Group, leveraging a range of platforms and proprietary research tools within the broader Goldman Sachs ecosystem.

Christopher Yates is a financial advisor with VOYA Financial Advisors, Inc., holding a Series 63 designation and 11 years of industry experience. He has been with VOYA since 2014. Outside of advisory work, he owns a business producing and selling honey and maple syrup. VOYA Financial Advisors provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base, including individuals, charitable organizations, corporations, and plan sponsors. The firm offers a range of advisory programs featuring both discretionary and non-discretionary investment strategies, supported by an active broker-dealer distribution model and a broad affiliate ecosystem.

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.

Michael Jawitz is a financial advisor at Goldman Sachs Wealth Services with three years of industry experience. He holds a Series 66 designation and has previously worked at Cornick Garber & Sandler LLP, Haddad Brands, Public Consulting Group, and the U.S. Census Bureau. Goldman Sachs Wealth Services serves a diverse client base, offering financial planning and portfolio management alongside specialized programs such as Private Family Office services and Executive Wealth programs. The firm utilizes strategic allocation models and proprietary analytics while providing access to a broad range of affiliated financial capabilities and investment options.

Erik Rayno is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and eight years of industry experience. He has worked at Goldman Sachs since 2017, including prior roles at The Ayco Company, L.P./Mercer Allied. 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 supported by proprietary research and integrates capabilities across the broader Goldman Sachs ecosystem.