Jodi Sherman is a financial advisor at Key Investment Services LLC with 27 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Key Investment Services and KeyBank since 2016. Outside of her advisory role, she is involved in a craft-making hobby business and serves as treasurer on the board of a condominium association. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, model portfolios, and managed accounts, emphasizing client direction in investment strategy selection and ongoing monitoring. The firm operates within the KeyCorp group and coordinates closely with affiliated entities to provide integrated financial services.

Michael Rosenthal is a financial advisor at Independent Financial Partners with Series 63 and Series 65 credentials and two years of industry experience. Before joining Independent Financial Partners, he worked at Upskill Wealth Management and Berthel, Fisher & Company Financial Services. Outside of advisory work, he owns Upskill Tax Services, providing tax preparation and bookkeeping, and serves as a board member of the Capital Region Vegan Network, organizing vegan networking events. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services nationwide through a network of independent advisers. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with a notable focus on retirement-plan advisory and pension consulting services.

Adrian Bryant is a financial advisor at Goldman Sachs Wealth Services with five years of industry experience. He holds Series 63 and Series 65 designations and has worked at Goldman Sachs since 2018, including prior experience at Ayco and roles outside financial services. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, and institutional clients, providing financial planning, portfolio management, and specialized wealth programs. The firm employs strategic and tactical allocation models supported by integrated resources across the Goldman Sachs ecosystem to tailor solutions for its clients.

John Gigliello is a financial advisor with Private Advisor Group, LLC and holds a Series 63 designation. He has 22 years of industry experience, including service at LPL Financial since 2004. Outside of advising, he is involved in tax preparation and accounting services through JGG Tax Services. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and a variety of managed account solutions. The firm’s fiduciary-based advisory model combines the use of technology platforms and third-party managers to tailor investment strategies to client goals and risk tolerances.

Edward Mccarthy is a financial advisor at Focus Partners Wealth, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including The Colony Group, LLC, Atlas Private Wealth Management, LLC, and Goldman Sachs. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using both active and passive strategies within an enhanced open architecture framework.

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 credential and has worked at Goldman Sachs since 2021, with prior positions at New York Life and various other organizations. 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 serves a diverse client base, including individual investors, executives, institutional clients, and plan sponsors. The firm provides customized financial planning and portfolio management, utilizing proprietary models and access to a wide range of affiliated services and investment options.

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.

Taryn Mentink is a financial advisor with Citizens Securities, Inc. in Albany, NY, holding Series 63 and Series 65 credentials and 14 years of industry experience. She has been with Citizens Securities and Citizens Bank since 2015. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs along with brokerage and insurance services. The firm’s offerings include a digital advisory program and a Managed Account program, operating as a broker-dealer and insurance agency within the Citizens Bank, N.A. enterprise.

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.

Edie Schaffer is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. She holds the Series 66 designation. Prior to joining Goldman Sachs, she worked in hospitality and education sectors, including roles at The Standard Restaurant & Lounge and Congregation Beth Emeth. 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 integrates proprietary investment strategy models and offers a range of service platforms, leveraging affiliations within the broader Goldman Sachs ecosystem.

Paul Clickman is a Series 66-credentialed advisor with 24 years of industry experience, currently with Goldman Sachs Wealth Services since 2019. Prior to joining Goldman Sachs, he spent 21 years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services serves a diverse client base including individual investors, corporate participants, executives, and institutional clients, providing financial planning, portfolio management, and specialized wealth programs. The firm integrates strategic allocation models, manager selections, and advanced analytics within the broader Goldman Sachs ecosystem to tailor investment solutions.

Sean Relyea is a financial advisor at Equity Services, Inc. with one year of industry experience. He holds the Series 66 designation and has worked at firms including National Life Group and Red Door Realty NY. Outside of his advisory role, he is involved in real estate sales and management as a sales person at Red Door Realty NY and manager of Sunfish Holdings LLC. 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 offers multiple advisory platforms, combining long-term strategies with options for shorter-term trading, and works with third-party asset managers through a dually registered broker-dealer and SEC-registered investment adviser structure.

Richard Chong is a financial advisor with Goldman Sachs Wealth Services, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. He has worked with Goldman Sachs – Ayco since 2019 and previously spent significant time at Equitable Advisors and Axa Advisors. Goldman Sachs Wealth Services serves a diverse client base including individual investors, executives, plan sponsors, and institutional clients. The firm offers tailored financial planning and portfolio management, leveraging Goldman Sachs’ extensive resources and specialized programs across wealth management, financial wellness, and alternative investments.

Connor Chambers is a financial advisor with Valic Financial Advisors in Corinth, NY, holding a Series 66 designation and five years of industry experience. He has worked at Valic Financial Advisors since 2020 and is also associated with Agia, where he serves as an agent for non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, wrap programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Joseph Badolato is a financial advisor at Key Investment Services LLC with 22 years of industry experience. He holds the Series 66 designation and has been with Key Investment Services since 2016. Outside of his advisory role, he is a joint owner of a short-term family vacation lakefront rental property. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment decisions supported by professional recommendations and ongoing monitoring, while leveraging affiliated entities within the KeyCorp group to provide a broad range of financial services.

Radha Moffitt is a financial advisor at TIAA-CREF with Series 63 and Series 65 credentials and four years of industry experience. Prior to joining TIAA-CREF, she worked at Goldman Sachs Wealth Services and Goldman Sachs & Co. LLC. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with pre-existing relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time planning services and ongoing discretionary management through model and customized portfolios.