Faye Abou Nafeh is a financial advisor at Goldman Sachs Wealth Services holding a Series 66 designation. She joined the firm in 2025 and has prior experience at the Maxwell School of Citizenship and Public Affairs and Cosmea for Trade and Industry. 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 a broad range of affiliated and unaffiliated managers to deliver tailored wealth management solutions.

Philip Geleta is a financial advisor at Goldman Sachs Wealth Services with three years of industry experience. He holds a Series 66 designation and has worked previously at Merrill and Zeem Solutions. Prior to his advisory career, he held roles at Toms Tents of Halfmoon and Dicks Sporting Goods, and he attended the University at Albany. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individual, high-net-worth, corporate, and institutional clients. The firm leverages centralized investment resources and affiliated teams to deliver tailored wealth management solutions across a variety of offerings.

James Halley is a financial advisor at Goldman Sachs Wealth Services with 15 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following an 11-year tenure at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to individual and high-net-worth clients, as well as corporate and institutional participants. The firm utilizes centralized investment resources and model portfolios, delivering tailored solutions through both discretionary and non-discretionary management within a large integrated financial group.

Eileen Vitarelle is a financial advisor with Commonwealth Financial Network in Rexford, NY, holding a Series 66 designation and 27 years of industry experience. She is the owner of Peridot Wealth Partners, LLC, a private entity facilitating securities, advisory, and insurance business. Her prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides operations, trading, technology, compliance, and practice-management support, offering a variety of advisory programs and model portfolios managed by its Investment Management and Research team.

Eileen Lapann is a financial advisor with Goldman Sachs Wealth Services, holding a Series 63 designation and 11 years of industry experience. She has worked at Goldman Sachs & Co. LLC since 2021 and previously spent five 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 products and expertise across its affiliated entities.

Desiree Monahan is a financial advisor at Key Investment Services LLC with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Key Investment Services since 2014. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, including wrap-fee programs, model portfolios, and separately managed accounts. The firm emphasizes client-directed investment decisions supported by non-binding recommendations and ongoing product due diligence.

Sean Ryan is a financial advisor at Goldman Sachs Wealth Services with four years of industry experience. He holds a Series 66 designation and has worked at several firms, including Woodbury Financial Services Inc, Roussel & Associates, UBS, and Benchmark International. 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 a range of discretionary and non-discretionary managers, offering tailored solutions such as Executive Wealth, Private Family Office support, and retirement plan education.

Justin Metzger is a Series 66 licensed advisor with Goldman Sachs Wealth Services, based in Cohoes, NY, and has four years of industry experience. Prior to joining Goldman Sachs in 2021, he spent five years working at Woodys 5 Star Detailing. 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 uses tailored strategies supported by dedicated investment groups and offers a range of client service models and access to specialized programs within the broader Goldman Sachs ecosystem.

Joshua Duell is a financial advisor at Goldman Sachs Wealth Services with eight years of industry experience. He holds a Series 66 designation and previously worked at The Ayco Company, L.P./Mercer Allied from 2015 to 2021 before joining Goldman Sachs in 2021. 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 to deliver tailored wealth management solutions.

Christopher Marotta is a financial advisor with Goldman Sachs Wealth Services in Cohoes, NY, holding Series 65 and Series 63 licenses and seven years of industry experience. He has worked at Goldman Sachs since 2019, following prior roles at The Ayco Company and Cap Com Federal Credit Union. Outside of his advisory work, he has been involved with 518Realty.com Inc. since 2018. 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’s advisory teams use strategic allocation models and proprietary analytics to tailor client solutions, supported by a broad network of affiliated Goldman Sachs entities.

John Flavin is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and 15 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 11 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 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.

Jason Lurie is a Series 66-licensed financial advisor with Primerica Advisors, where he has worked since 2013. He has 17 years of industry experience, including roles at Guardian Life Insurance Company. He serves on the advisory board of NAIFA New York and is a board member of the Clifton Park Industrial Development Agency. Primerica Advisors operates under Park Avenue Securities LLC, serving a broad retail client base with both brokerage and advisory services. The firm offers various proprietary and third-party investment programs, combining discretionary and non-discretionary management across multiple asset types.

John Riker is a financial advisor at Goldman Sachs Wealth Services with six years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs since 2022. Prior to that, he was employed at The Prudential Insurance Company of America, Pruco Securities LLC, AXA Advisors LLC, and held roles at Ithaca College and the Capital District YMCA. 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 a combination of discretionary and non-discretionary managers while providing tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.

Nishtha Agarwal is a financial advisor with Goldman Sachs Wealth Services holding a Series 66 designation and two years of industry experience. Her background includes roles at Ayco, Goldman Sachs, and involvement with Union College’s Economics Department and Market. She also has experience with Invest India and has held various positions during her academic tenure. 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 utilizes strategic investment models and a broad range of platforms, leveraging resources across the Goldman Sachs ecosystem to offer tailored advice and access to alternative investments.

Matthew Hall is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and 15 years of industry experience. He has worked at The AYCO Company, L.P./Mercer Allied since 2008. 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.

Madison Deak is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. They hold the Series 66 designation and have worked at Goldman Sachs & Co. LLC since 2024. Outside of their advisory role, Madison works part-time as a grocery delivery employee for Instacart Inc. Goldman Sachs Wealth Services provides financial planning and portfolio management to a wide range of clients, including individual investors, corporate participants, executives, and institutional clients. The firm employs strategic and tactical allocation models and offers access to a broad array of investment services through its integration with the broader Goldman Sachs ecosystem.

Thomas Conigliaro is a CFA® charterholder with 25 years of industry experience. He is currently with Goldman Sachs Wealth Services and has prior experience at S&P Global, OpenExchange, and IHS Markit. Goldman Sachs Wealth Services advises a diverse client base including individual investors, executives, plan sponsors, and institutional clients, offering financial planning and portfolio management alongside specialized wealth and financial wellness programs. The firm employs strategic and tactical allocation models supported by proprietary research and integrates capabilities across the broader Goldman Sachs ecosystem.

John Kalil Jr. is a financial advisor at Equity Services, Inc. with 29 years of industry experience. He holds the Series 63 designation and has worked at firms including National Life Group, Hazard & Siegel Inc, and INVEST Financial Corp. He serves on the board of the Saratoga Snowmobile Association as Director of Grants, where he identifies funding sources and charitable giving opportunities. Equity Services, Inc., operating as ESI Financial Advisors, offers financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm uses multiple advisory platforms and third-party asset managers to provide a mix of long-term and shorter-term investment strategies.

Grainne D Arcy 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 several firms, including Goldman Sachs & Co. LLC, DoorDash, and Instacart. Her prior roles also include positions at entrepreneurial and service-oriented companies such as District Donuts and Rover. 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 utilizes strategic allocation models and a range of advisory platforms, supported by integrated proprietary research and tools within the broader Goldman Sachs ecosystem.

Kaylee Merlow is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and six years of industry experience. She has worked at Goldman Sachs since 2019 and previously held roles at The Ayco Company, L.P./Mercer Allied, Albany Management, and State Farm. Outside of finance, she was involved with Caffe Vero for eight years. 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, leveraging proprietary research, multiple fee arrangements, and integrated services across the broader Goldman Sachs ecosystem.