Andrew Roberts is a financial advisor at Key Investment Services LLC with 25 years of industry experience. He holds Series 63 and Series 66 designations and has been with Key Investment Services and KeyBank since 2016. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee advisory programs, model portfolios, separately managed accounts, and unified managed accounts. The firm emphasizes client-directed model selection with non-binding recommendations and ongoing monitoring, and it maintains oversight of third-party advisory products and discretionary managers.

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.

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.

Gerard Mehan is a financial advisor at &PARTNERS with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing Services LLC, Bank of America, N.A., and Merrill. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm provides investment advisory and brokerage services, financial planning, and retirement plan consulting, employing a range of proprietary and third-party investment strategies through platforms like Envestnet.

Paige Douglas is a financial advisor with Eagle Strategies (NY Life) based in Albany, NY. She holds a Series 66 designation and has three years of industry experience. Her prior work includes roles at Elizabeth Bauer and several positions outside the financial services industry. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers multiple program types tailored to client objectives, with a substantial portion of its assets managed on a non-discretionary basis.

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 financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and six years of industry experience. Prior to joining Goldman Sachs & Co. LLC in 2020, she worked at the Uceda Institute from 2015 to 2020. 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 combines strategic allocation models and manager selections with a range of advisory platforms and tools, leveraging the broader Goldman Sachs ecosystem to offer access to alternative investments and specialized wealth programs.

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 a Series 66 designation. He has two years of industry experience and has worked at Key Investment Services since 2023. Outside of his advisory work, he has been involved with the Capital District Youth Soccer League for nine years. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and investment products. The firm emphasizes client-directed model selection and ongoing oversight, operating within the KeyCorp group and collaborating with affiliated financial entities.

Courtney Fagan is a financial advisor at &PARTNERS with a Series 66 license and four years of industry experience. Prior to joining &PARTNERS in 2026, she worked at Wells Fargo Clearing Services for five years and held positions at Fidelity Investments, Bassett Healthcare, Keller Williams, and with Dr. Christopher J. Lyons. &PARTNERS serves a diverse range of individual and institutional clients, including high-net-worth individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm offers both investment advisory and brokerage services, utilizing proprietary models and third-party manager solutions through the Envestnet platform, and provides additional services such as ERISA consulting and investment banking.

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.

Conor Bryant is a CFP® with 16 years of industry experience, currently affiliated with Commonwealth Financial Network. He has worked at Commonwealth since 2014 and is also associated with Bryant Maloney Prinzo Wealth Management. Outside of his advisory roles, he is an owner of CJB Wealth Management, LLC and co-owner of Bryant Asset Management, LLC, companies engaged in securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors. The firm offers a broad platform including managed-account programs, access to third-party asset managers, and custody services, supporting clients ranging from individuals to institutions.

Gregory Britton is a financial advisor at Focus Partners Wealth, LLC with 11 years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining Focus Partners, he worked at The Colony Group, LLC, Connectus Wealth, and Atlas Private Wealth Management, LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework combining active and passive strategies, private funds, and other investment vehicles.