John Riker is a financial advisor at Goldman Sachs Wealth Services with six years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs since 2022. Prior to that, he was employed at The Prudential Insurance Company of America, Pruco Securities LLC, AXA Advisors LLC, and held roles at Ithaca College and the Capital District YMCA. 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 a combination of discretionary and non-discretionary managers while providing tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.

Nishtha Agarwal is a financial advisor with Goldman Sachs Wealth Services holding a Series 66 designation and two years of industry experience. Her background includes roles at Ayco, Goldman Sachs, and involvement with Union College’s Economics Department and Market. She also has experience with Invest India and has held various positions during her academic tenure. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, providing financial planning, portfolio management, and specialized wealth programs. The firm utilizes strategic investment models and a broad range of platforms, leveraging resources across the Goldman Sachs ecosystem to offer tailored advice and access to alternative investments.

Matthew Hall is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and 15 years of industry experience. He has worked at The AYCO Company, L.P./Mercer Allied since 2008. 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.

Madison Deak is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. They hold the Series 66 designation and have worked at Goldman Sachs & Co. LLC since 2024. Outside of their advisory role, Madison works part-time as a grocery delivery employee for Instacart Inc. Goldman Sachs Wealth Services provides financial planning and portfolio management to a wide range of clients, including individual investors, corporate participants, executives, and institutional clients. The firm employs strategic and tactical allocation models and offers access to a broad array of investment services through its integration with the broader Goldman Sachs ecosystem.

Thomas Conigliaro is a CFA® charterholder with 25 years of industry experience. He is currently with Goldman Sachs Wealth Services and has prior experience at S&P Global, OpenExchange, and IHS Markit. Goldman Sachs Wealth Services advises a diverse client base including individual investors, executives, plan sponsors, and institutional clients, offering financial planning and portfolio management alongside specialized wealth and financial wellness programs. The firm employs strategic and tactical allocation models supported by proprietary research and integrates capabilities across the broader Goldman Sachs ecosystem.

John Kalil Jr. is a financial advisor at Equity Services, Inc. with 29 years of industry experience. He holds the Series 63 designation and has worked at firms including National Life Group, Hazard & Siegel Inc, and INVEST Financial Corp. He serves on the board of the Saratoga Snowmobile Association as Director of Grants, where he identifies funding sources and charitable giving opportunities. Equity Services, Inc., operating as ESI Financial Advisors, offers financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm uses multiple advisory platforms and third-party asset managers to provide a mix of long-term and shorter-term investment strategies.

Grainne D Arcy is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. She holds a Series 66 designation and has worked at several firms, including Goldman Sachs & Co. LLC, DoorDash, and Instacart. Her prior roles also include positions at entrepreneurial and service-oriented companies such as District Donuts and Rover. 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 utilizes strategic allocation models and a range of advisory platforms, supported by integrated proprietary research and tools within the broader Goldman Sachs ecosystem.

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.

Christopher Marino is a financial advisor with TLG Advisors, Inc. based in Clifton Park, NY, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. He has held roles at Wise Financial and several other firms since 2016. Outside of advisory work, he serves as trustee for family supplemental needs and irrevocable trusts. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, corporations, and institutional investors. The firm emphasizes manager selection and fundamental analysis to build diversified portfolios, offering services through independent representatives, sub-advisors, and a direct-to-consumer digital program called Starlight Portfolios.

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.

Laura Carroll is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services, based in Saratoga Springs, NY, and has 18 years of industry experience. Prior to joining Goldman Sachs in 2021, she spent 14 years with The Ayco Company, L.P./Mercer Allied. Outside of her advisory role, she is a co-owner of Divine Sole, LLC, a footwear retail business in Saratoga Springs. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including individual and high-net-worth households, corporate clients, and institutions. The firm combines centralized investment resources and model portfolios with a range of discretionary and non-discretionary managers, delivering tailored wealth management solutions within a large integrated financial group.

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.

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.

Clement Sprout is a financial advisor at Rockefeller Financial LLC with eight years of industry experience. He holds a Series 66 designation and has previously worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, LLC, Bank of America, N.A., and Merrill. Outside of his advisory role, he manages an e-commerce store that sells kitchen supplies online through platforms like Shopify and Amazon. 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 a range of portfolio management, financial planning, and consulting services through a Private Advisor model and a consolidated investment platform, and uniquely operates as both a registered broker-dealer and an asset manager.

Brian Ferraro is a CFP® professional with five years of industry experience. He has worked at Rockefeller Financial LLC since 2021 and has prior experience at PwC from 2013 to 2019. He is based in Saratoga Springs, NY. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides portfolio management, financial planning, and consulting services, and also operates as a registered broker-dealer offering securities transactions, variable insurance products, and investment banking services.