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.

Conor Boyd is a financial advisor at Equity Services, Inc. with 22 years of industry experience. He holds Series 63 and Series 66 designations and has been affiliated with National Life Group of Vermont and Equity Services since 2015. Boyd serves on the board of Berkshire Farm Center & Services for Youth, a nonprofit organization supporting foster care and public schools in New York. Equity Services, Inc. provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, often utilizing third-party asset managers and combines long-term strategies with options for shorter-term trading and specialized instruments.

Peter Major is a financial advisor with Principal Financial Services in Latham, NY, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has worked with Principal Securities Inc. since 2016 and Principal Life Insurance Company since 2014. Outside of his advisory role, he serves as a director for the Chickadee Mountain Club, a not-for-profit organization. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and U.S. military personnel stationed abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Joshua Perry is a financial advisor at Goldman Sachs Wealth Services with 12 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following a nine-year tenure 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 individual, high-net-worth, corporate, charitable, and institutional clients. The firm leverages centralized investment resources and a range of discretionary and non-discretionary managers, providing tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

David Parseghian is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and bringing 16 years of industry experience. He has been with Goldman Sachs and its affiliated entities since 2009, including roles at The Ayco Company and Mercer Allied. 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 employs a centralized investment approach with access to a broad range of strategies and integrates services across its affiliated entities, including banking and retirement consulting.

Chandler Rauch is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and approximately one year of industry experience. His background includes roles at Trustco Bank and Siena College, along with service in the United States Marine Corps Reserves from 2017 to 2023. Outside of finance, he was involved with LionHeart Pub and Brewery from 2021 to 2022. 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 employs strategic and tactical allocation models and offers services that integrate various Goldman Sachs affiliates, delivering a range of investment and wealth management solutions.

Nicholas Dicostanzo is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and one year of industry experience. His prior work experience includes roles at Andersen Tax and The Cheesecake Factory. 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, utilizing centralized investment resources and integrated financial services across its affiliates.

Justin Pangburn is a Series 66 licensed financial advisor with Private Advisor Group, LLC, based in Albany, NY. He has one year of experience with Private Advisor Group and three years at LPL Financial. His background also includes a year at American National Insurance and six years at SUNY Brockport. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based advisory model that utilizes multiple investment strategies and technology platforms, often implementing advice through third-party managers and model portfolios.

Victoria James is a financial advisor at Key Investment Services LLC with two years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Equitable Advisors, LLC. Outside of her advisory work, she spends time selling second-hand clothes on Depop. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs and managed accounts. The firm emphasizes client direction in investment decisions while providing non-binding recommendations and ongoing monitoring.

Raziq Farhat is a financial advisor with Goldman Sachs Wealth Services, holding Series 65 and Series 63 licenses and bringing seven years of industry experience. His prior roles include positions at The Ayco Company, L.P./Mercer Allied and The College of Saint Rose. He is based in Cohoes, NY. 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 employs strategic and tactical allocation models and offers a range of services such as Private Family Office and Specialized Executive Wealth programs, leveraging an integrated platform that includes affiliated Goldman Sachs entities and advanced analytics.

John Scheidegger is a financial advisor with Eagle Strategies (NY Life) based in Latham, NY, holding Series 63 and Series 65 licenses with 25 years of industry experience. He has been associated with Eagle Strategies and Wealth Strategies Group since 2009, and with New York Life Insurance Company since 2000. Eagle Strategies serves a diverse client base, including individual investors, defined contribution and defined benefit plans, charitable organizations, and corporate clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and delivers advice through multiple programs, managing the majority of its assets on a non-discretionary basis.

Andrea Gregory is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and eight years of industry experience. She previously worked at The Ayco Company, L.P. and Sylvan Learning Center. Outside of her advisory work, she operates the Tortured Poets Book Club, a TikTok account analyzing Taylor Swift song lyrics. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, and institutional clients. The firm provides tailored financial planning and portfolio management, leveraging a broad range of strategic allocation models, investment selections, and proprietary analytics within the broader Goldman Sachs ecosystem.

Sofia Levina is a financial advisor at Citizens Securities, Inc. in Albany, NY, with nine years of industry experience. She holds the Series 63 and Series 65 designations and has worked in various roles within Citizens Securities and Citizens Bank since 2015. Outside of her advisory work, Levina is also a Notary Public. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory approach includes both a digital advisory program and a Managed Account program, operating as a broker-dealer and insurance agency with connections to Citizens Bank, N.A.

Adam Lorch is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and three years of industry experience. He has worked at Goldman Sachs since 2019 and previously held positions at Cap Com FCU, Trustco Bank, and Siena College. Goldman Sachs Wealth Services provides financial planning, investment management, and related advisory support to a wide range of clients, including individual and high-net-worth households, corporate participants, 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.

Stephen Jenkins is a financial advisor at Key Investment Services LLC with 21 years of industry experience. He holds a Series 66 designation and has previously worked at Sterling Manor Financial and Cadaret, Grant & Co., Inc. Jenkins serves as chair of a local Board of Assessment Review, president of a school district Board of Education, and treasurer of a political committee. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients with a range of advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed model selection supported by financial professionals’ recommendations and provides oversight of third-party advisory products.

Jason Ostapczuk is a financial advisor at Citizens Securities, Inc. in Albany, NY, holding a Series 66 designation with nine years of industry experience. He has been with Citizens Securities since 2019 and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Citizens Securities serves a diverse retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm provides a digital advisory program focused on ETF-based portfolios and a Managed Account program, operating as a broker-dealer and insurance agency under the ownership of Citizens Bank, N.A.

Robert Palmer is a CFP® professional with 26 years of industry experience, currently advising at Focus Partners Wealth, LLC. His prior roles include positions at The Colony Group, Atlas Private Wealth Management, and Goldman Sachs Wealth Services. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Alexander Dunn 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 six years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and related 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 integrated affiliate capabilities to deliver tailored wealth management solutions.

Gregory Gosier is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at Voya Financial Advisors, Inc. since 2014. He holds the Series 66 designation and has ownership in Empire State Wealth Management LLC, a financial services firm, and operates as an independent insurance agent specializing in fixed insurance products. Voya Financial Advisors, Inc. serves a diverse client base, including individuals, institutions, and high-net-worth individuals, offering financial planning, portfolio management, and retirement plan consulting through multiple program structures, typically providing recommendation-based financial advice rather than discretionary management.

Jake Pusateri is a financial advisor with Citizens Securities, Inc. in Albany, NY, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior roles include positions at Citizens Bank, Wells Fargo Bank, JPMorgan Chase Bank, and Northwestern Mutual. Outside of finance, he has bartended at Buteras Restaurant of Bay Shore. Citizens Securities serves a diverse retail client base with investment advisory programs, brokerage, and insurance services. The firm offers a digital advisory program featuring ETF-based portfolios and managed accounts, operating as a broker-dealer and insurance agency under the ownership of Citizens Bank, N.A.