Michael Pelella is a financial advisor with Equity Services, Inc. holding a Series 66 designation and 16 years of industry experience. He has been with Equity Services and National Life Group/NPA Financial since 2012. Outside of his advisory role, he serves as CFO of the Saratoga Rugby Football Club, an organization focused on growing rugby in the Capital Region. Equity Services, Inc., operating as ESI Financial Advisors, offers financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm utilizes multiple advisory platforms, including third-party asset managers, and provides both discretionary and non-discretionary investment programs.

Antonio Quezada is a financial advisor at Rockefeller Financial LLC with seven years of industry experience. He holds the Series 66 designation and has worked previously at Goldman Sachs & Co. LLC and The AYCO Company, L.P./Mercer Allied. Outside of his advisory role, Quezada serves as a basketball referee for the International Association of Approved Basketball Officials. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting, operating as a registered broker-dealer with capabilities in securities transactions, insurance products, and investment banking services through its Private Advisor model and consolidated investment platform.

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 21 years of industry experience. He has worked at Goldman Sachs - Ayco since 2021 and previously spent 17 years at Equitable Advisors and 16 years at AXA Advisors, 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 uses centralized investment resources and model portfolios to deliver tailored wealth management solutions through both discretionary and non-discretionary managers.

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.

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.

Mikayla Brunell is a financial advisor at Rockefeller Financial LLC with two years of industry experience. She holds a Series 66 designation and has previously worked at Northwestern Mutual and held various roles in educational institutions. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides portfolio management, financial planning, consulting, and operates as a registered broker-dealer offering a broad range of investment and placement services through its Private Advisor model and the Rockefeller Global Investment Management platform.

Isabelle Kuzmich is a financial advisor at Rockefeller Financial LLC with a Series 66 designation and two years of industry experience. Prior to joining Rockefeller Financial in 2022, she held roles at Ultimus Leverpoint Private Fund Solutions, Trustco Bank, and other organizations. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients and corporations. The firm provides portfolio management, financial planning, and consulting services through a Private Advisor model and a consolidated investment platform that includes discretionary and non-discretionary solutions across multiple asset classes.

Jacob Pollicino is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and five years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and briefly at J.P. Morgan Chase in 2021. Prior to his financial services career, his work experience includes roles at De Angelo's Ristorante and Men's Wearhouse. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, corporate participants, and institutional clients. The firm utilizes strategic allocation models, manager selections, and both discretionary and non-discretionary implementations, offering access to specialized programs and alternative investments within the broader Goldman Sachs ecosystem.

Cynthia Powell is a Series 63 licensed financial advisor with 39 years of industry experience. She is currently affiliated with OSAIC Institutions, Inc. and has held prior positions at Infinex Investments, Inc., Isagenix, and Melaleuca. Powell serves as a voting board member of the Schenectady Business and Professional Women's Club Inc. and is vice president of a local BNI Referral Group. OSAIC Institutions, Inc. is a hybrid SEC-registered investment adviser and broker-dealer that serves individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, ERISA services, and access to alternative investments, employing a model that delegates investment management to its adviser representatives while maintaining firm supervision.

Tyler Vernieu is a financial advisor at Goldman Sachs Wealth Services with nine years of industry experience. He holds the 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 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, delivering tailored services through both discretionary and non-discretionary managers within a large integrated financial group.

Aidan Mc Cann is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. He holds a Series 66 designation and has previously worked within Goldman Sachs Ayco and has experience in educational and recreational organizations. Goldman Sachs Wealth Services provides financial planning and portfolio management to a broad client base, including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm offers tailored investment solutions supported by its Private Wealth Investment Strategy Group and External Investment Group, leveraging a range of platforms and proprietary research tools within the broader Goldman Sachs ecosystem.

Christopher Yates is a financial advisor at Voya Financial Advisors, Inc. with 12 years of industry experience. He holds a Series 63 designation and has been with Voya Financial Advisors since 2014. Outside of his advisory role, he owns Maple Rock Farm, a business that produces and sells honey and maple syrup. Voya Financial Advisors, Inc. serves a diverse client base including individuals, institutions, and retirement plan sponsors. The firm provides a range of advisory services through various program structures, emphasizing non-discretionary recommendations and maintaining dual registration as both an investment adviser and broker-dealer.

Thomas Currie is a financial advisor at Goldman Sachs Wealth Services with 18 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 14 years at The Ayco Company, L.P./Mercer Allied. He holds a Series 66 designation. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to individual and high-net-worth clients, 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 within a large integrated financial group.

Erik Rayno is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and eight years of industry experience. He has worked at Goldman Sachs since 2017, including five years with Goldman Sachs & Co. LLC, and previously at The Ayco Company, L.P./Mercer Allied. Goldman Sachs Wealth Services serves a broad client base, including individual investors, executives, plan sponsors, and institutional clients, providing financial planning, portfolio management, and specialized wealth programs. The firm integrates resources from across the Goldman Sachs ecosystem to tailor strategies and deliver comprehensive advisory solutions.

Elaine Sillery is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and 15 years of industry experience. She previously worked at Ayco/Goldman Sachs & Co. LLC for one year and The AYCO Company, L.P./Mercer Allied for eleven years. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and uniquely operates as a registered broker-dealer offering securities transactions, variable insurance products, and investment banking services.

Emily Whooley is a CFP® with five years of industry experience. She is currently with Rockefeller Financial LLC and ROCKEFELLER Capital Management, having joined in 2023. Her prior experience includes roles at First Republic Securities Company, First Republic Investment Management, and FactSet Research Systems. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, placement, and investment banking services.

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.