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.

John Ragozzino is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and two years of industry experience. Before joining Goldman Sachs in 2025, he held positions at Maxim Group LLC and was involved in the hospitality sector at Huntington Tap Room and On the Docks Restaurant. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm provides tailored financial planning and portfolio management using a combination of strategic allocation models, manager selections, and a range of implementation platforms, supported by integrated resources across the broader Goldman Sachs organization.

Matthew Williams is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and 10 years of industry experience. He has worked at The Ayco Company, L.P./Mercer Allied since 2015. 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 utilizes centralized investment resources and a range of discretionary and non-discretionary managers, delivering tailored services through both direct and partner programs.

Christopher Sutton is a Series 66-licensed financial advisor with nine years of industry experience, currently working at Goldman Sachs Wealth Services since 2021. His prior roles include positions at The Ayco Company, Northwestern Mutual, Lyft, and Uber. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm utilizes strategic allocation models and proprietary analytics, integrating resources across the Goldman Sachs ecosystem to provide tailored investment solutions.

Nicolette Murray is a financial advisor with Equity Services, Inc. She holds a Series 66 designation and has four years of industry experience. Her work history includes roles at Nationallife Group and Thoroughbred Advisors. Additionally, she provides training and support to staff members through her consulting activities. Equity Services, Inc., doing business as ESI Financial Advisors, offers financial planning, consulting, and asset management to a diverse client base that includes individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm utilizes multiple advisory platforms and third-party asset managers, combining long-term investment strategies with options for shorter-term trading.

Cory Alverson is a financial advisor at Goldman Sachs Wealth Services with 10 years of industry experience. He holds a Series 66 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 a diverse client base, including individual, high-net-worth, corporate, charitable, 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.

Kevin Kraus is a financial advisor at Key Investment Services LLC with 14 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Key Investment Services since 2016, including prior experience at KeyBank. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs and managed account offerings. The firm emphasizes client-directed investment decisions supported by non-binding recommendations and ongoing monitoring, while providing access to third-party discretionary managers and regular portfolio oversight.

Ryan Lacasse is a Series 66-credentialed financial advisor with 15 years of industry experience. He has worked at Ayco/Goldman Sachs & Co. LLC since 2010, transitioning through its affiliation with Mercer Allied until 2021, and continues with Goldman Sachs Wealth Services. Goldman Sachs Wealth Services delivers 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 utilizes centralized investment resources and a mix of discretionary and non-discretionary managers within a large integrated financial group offering a broad range of tailored wealth solutions.

Steven Celeste is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and eight years of industry experience. He has worked at Rockefeller Financial since 2019 and previously held roles at Rock & Co LLC and The Ayco Company, L.P./Mercer Allied. Before entering the financial services industry, he was employed at Binghamton University for six years. 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 provides discretionary and non-discretionary portfolio management, financial planning, and consulting, while also operating as a registered broker-dealer with capabilities in securities transactions, variable insurance products, placement, and investment banking services.

Adrian Bryant is a financial advisor at Goldman Sachs Wealth Services with five years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Ayco and Sneaker News Inc. His career also includes a role at National Debt Relief and an educational background from SUNY New Paltz. 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 investment strategies supported by proprietary research and integrates capabilities across the broader Goldman Sachs ecosystem.

Lilli Sisler is a financial advisor with Rockefeller Financial LLC based in Saratoga Springs, NY, holding Series 66 and Series 63 designations. She joined Rockefeller in 2026 and previously worked at LaSalle Investment Management Distributors, LLC. Outside of finance, her background includes roles in the food service and retail sectors as well as volunteer work with a local food pantry. 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 discretionary and non-discretionary portfolio management, financial planning, and consulting, and uniquely operates as a registered broker-dealer providing securities transactions, variable insurance products, and placement and investment banking services.

Matthew Mazzone is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 designations and 26 years of industry experience. He previously worked at Berthel Fisher & Company Financial Services Inc for nine years before joining Principal in 2017. Outside of his advisory role, Mazzone is involved in several business ventures, including ownership of a logistics company and a Lawn Doctor franchise, as well as serving on the board of Discover Schenectady, which focuses on promoting travel and tourism in Schenectady County. Principal Financial Services provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement consulting, and access to third-party money manager programs through both advisory and promoter arrangements.

Bryan Blair is a CFA® charterholder with 17 years of industry experience. He has been with Oppenheimer since 2014. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a variety of investment programs and services, including discretionary and non-discretionary portfolio management, with a notable portion of assets managed on a non-discretionary basis.

Samantha Dillon is a financial advisor at Goldman Sachs Wealth Services with a Series 66 credential and three years of industry experience. She has been with Ayco/Goldman Sachs since 2017 and previously worked at Colonie Community Day Care Center from 2012 to 2017. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a wide range of clients, including individuals, high-net-worth households, 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, and operates within a large integrated financial group with access to diverse affiliated entities and programs.

Charles Reutemann is a financial advisor with Equity Services, Inc. holding CFP® and ChFC® designations and 11 years of industry experience. He has worked at Equity Services, Inc. and National Life Group since 2014. Outside of his advisory duties, he serves as president of the Financial Literacy Alliance of the Northeast, overseeing the organization’s committees and board meetings. Equity Services, Inc., doing business 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, frequently utilizing third-party asset managers and model portfolios that combine predominantly long-term strategies with options for shorter-term trading.

Elizabeth Woldring is a financial advisor at Goldman Sachs Wealth Services with five years of industry experience. She holds a Series 66 designation and has worked at firms including New York Life and Lex & Cleo. Outside of her advisory role, she is the owner of Element Wardrobe, a women’s athletic clothing company based in Saratoga Springs, NY. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, and institutional clients, providing financial planning and portfolio management alongside specialized services such as Private Family Office and Executive Wealth programs. The firm integrates various Goldman Sachs affiliates and employs both strategic models and proprietary analytics to tailor solutions across multiple fee and platform arrangements.

Michael Davis is a financial advisor at Goldman Sachs Wealth Services with 10 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following seven 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 individuals, high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support, integrating solutions across its broad financial platform.

Pasquale Razzano is a financial advisor at Goldman Sachs Wealth Services with 11 years of industry experience. He holds a Series 63 designation and has previously worked at JP Morgan Securities LLC and JP Morgan Chase & Co. Since 2024, he has served on the Board of Directors, Investment Committee, and Finance Committee of the Norwalk Symphony Orchestra, a nonprofit organization. Goldman Sachs Wealth Services advises a broad client base, including individual investors, corporate participants, executives, and institutional clients, providing financial planning, portfolio management, and specialized wealth programs. The firm’s advisory teams tailor strategies using proprietary research and analytics, leveraging Goldman Sachs’ extensive affiliated capabilities across asset management, banking, and brokerage services.