Jason Mallette is a financial advisor at Goldman Sachs Wealth Services with 23 years of industry experience. He holds a Series 63 designation and previously worked for The Ayco Company, L.P./Mercer Allied Company, L.P. for 21 years before joining Goldman Sachs in 2021. 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, offering tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Mark Thomas is a CFP® professional with 26 years of experience in the financial services industry. He currently works at Equity Services, Inc. and has prior experience at Linsco/Private Ledger Corp. Additionally, Thomas operates as an insurance agent for several companies through Wise Financial, LLC, and works part-time as a school bus driver. Equity Services, Inc., also known 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 that combine long-term investment strategies with options for shorter-term trading and specialized instruments.

Ryan Williams is a financial advisor at Equity Services, Inc. with one year of industry experience. He holds a Series 65 designation and has worked at several firms including National Life Group, Hoxton Wealth USA LLC, and Openwork. Outside of advisory work, he is also involved as an insurance agent with Thoroughbred Advisors. 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 combines long-term strategies with options for shorter-term trading, offering multiple advisory platforms that include third-party asset managers and model portfolios.

Michael Brandt is a financial advisor at Private Advisor Group, LLC with 17 years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial, LPL, and Pioneer Savings Bank. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, and access to various third-party asset management programs.

Ryan Duff is a CFP® with 14 years of industry experience. He has been with Private Advisor Group, LLC since 2018 and concurrently associated with LPL Financial, LLC since 2016. Prior to that, he worked at Pioneer Savings Bank for two years. Private Advisor Group serves a broad mix of clients including individuals, business entities, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through various advisory programs and third-party asset managers. The firm supports diverse investment approaches and client-imposed restrictions, delivering solutions via a large network of investment adviser representatives.

Jessica Mccarthy is a financial advisor with Equity Services, Inc., holding a Series 63 designation and 12 years of industry experience. She has worked at Fairway Financial Partners and Equity Services, Inc. since 2014. Outside of her advisory role, she serves on the board of directors for Faith Child Care and Nursery School. Equity Services, Inc., also known 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, often using third-party asset managers and combines long-term investment strategies with options for shorter-term trading.

Nicholas Morais is a financial advisor with Goldman Sachs Wealth Services, holding a Series 63 designation and nine years of industry experience. He has been with Goldman Sachs & Co. LLC since 2017 and previously worked at Citizens Securities, Inc. and Citizens Bank from 2015 to 2017. Goldman Sachs Wealth Services serves a diverse range of clients, including individual investors, executives, plan sponsors, and institutional clients. The firm provides financial planning and portfolio management through tailored strategies supported by proprietary research and offers access to alternative investments, private family office services, and specialized executive wealth programs.

Katherine Murphy is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and 17 years of industry experience. She has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 13 years at The AYCO Company, L.P./Mercer Allied. 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 leverages centralized investment resources and affiliated teams to deliver tailored wealth management solutions through both discretionary and non-discretionary strategies.

Ashley Kinney is a financial advisor at Citizens Securities, Inc. in Albany, NY, with eight years of industry experience. She holds a Series 66 designation and has been with Citizens Securities since 2016. Outside of advising, she serves as a Notary Public. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering both investment advisory programs and brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, operating as a broker-dealer and insurance agency as well.

Anne Riley is a financial advisor with TIAA-CREF, holding Series 66 and Series 65 designations and bringing 23 years of industry experience. She has been with TIAA-CREF since 2010. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing employer retirement plan relationships. The firm offers a range of advisory services including model-based and customized portfolios, and acts as adviser to a donor-advised fund.

Christian Tychostup is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and 13 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 10 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 utilizes centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support, operating within a large integrated financial group that includes banking and futures capabilities.

Morgan Fallati is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and seven years of industry experience. Prior to joining Goldman Sachs, he worked at The Ayco Company, L.P./Mercer Allied for five years. He has been with Goldman Sachs since 2019. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm offers financial planning, portfolio management, and specialized programs, leveraging strategic allocation models and analytics within the broader Goldman Sachs ecosystem.

Christopher Hass is a financial advisor at Goldman Sachs Wealth Services with seven years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2019. Prior to that, he was with The Ayco Company, L.P./Mercer Allied for four years and has additional experience in other sectors including a basketball camp operation. 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 utilizes strategic allocation models and both discretionary and non-discretionary implementation methods while offering access to a broad range of financial and alternative investment services.

Margaret Koetzner is a financial advisor at Citizens Securities, Inc. in Albany, NY, with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Citizens Securities since 2019, following a three-year tenure at Key Investment Services LLC. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm provides both a digital advisory program and a managed account program, operating as a broker-dealer and insurance agency under its parent company, Citizens Bank, N.A.

Samuel Awa is a financial advisor with Goldman Sachs Wealth Services and holds a Series 66 designation. He has 14 years of industry experience, including ten years at The AYCO Company, L.P./Mercer Allied and five years at Goldman Sachs & Co. 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 leverages centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support, operating within a large integrated financial group that includes banking and futures capabilities.

Matthew Heerwagen is a financial advisor at Goldman Sachs Wealth Services with 22 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Goldman Sachs and its affiliated firms since 2014, including roles at The Ayco Company and 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 a combination of discretionary and non-discretionary managers to deliver tailored wealth management solutions.

Jenna Fazzone is a financial advisor with Goldman Sachs Wealth Services and holds a Series 66 designation. She has two years of industry experience, including roles at Goldman Sachs Financial Co., Frank Darling, and Capital One Financial Co. Outside of her financial career, she owns an online jewelry store, Fazzone's Charms, and works part-time as a swim instructor for Excel Aquatics LLC. Goldman Sachs Wealth Services serves a diverse clientele ranging from individual investors to institutional clients, offering tailored financial planning and portfolio management supported by proprietary research, multiple advisory teams, and extensive integration with the broader Goldman Sachs ecosystem.

Matthew Carras is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and bringing 17 years of industry experience. He worked at The Ayco Company, L.P./Mercer Allied for 14 years before joining Goldman Sachs in 2021. 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 leverages centralized investment resources and offers a range of tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.

Scott Wilson is a financial advisor at Janney Montgomery Scott in Albany, NY, holding a Series 63 designation with 26 years of industry experience. He has been with Janney Montgomery Scott since 2005. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse clientele including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipalities, offering a range of brokerage, financial planning, and advisory services backed by in-house and third-party portfolio management.

Owen Brown is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services, based in Cohoes, NY. He has two years of industry experience, all within Goldman Sachs, following roles at firms including Northwestern Mutual and Advantage xPO. Goldman Sachs Wealth Services serves a diverse client base ranging from individual investors to institutional clients, offering comprehensive financial planning and portfolio management. The firm integrates resources across the broader Goldman Sachs network to deliver tailored investment strategies and a wide array of wealth management services.