Michael Teddy is a financial advisor at Equity Services, Inc. with 42 years of industry experience. He has been with Equity Services since 2003 and previously worked at National Life Insurance starting in 1982. Outside of his advisory work, he is involved in organizing an annual golf tournament for The Pluta Cancer Foundation. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to a diverse client base including individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm employs multiple advisory platforms, often utilizing third-party asset managers and model portfolios, and offers a mix of discretionary and non-discretionary client programs.

Allison Larman is a CFP® and holds a Series 66 license with nine years of industry experience. She has worked at Goldman Sachs Wealth Services since 2021 and previously held roles at Ameriprise Financial Services and 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 high-net-worth individuals, corporate participants, and institutional clients. The firm leverages centralized investment resources and affiliated teams to deliver tailored wealth management solutions through a combination of discretionary and non-discretionary managers.

Madeline Ames is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and one year of industry experience. She has been with Goldman Sachs since 2021, including roles at Advantage Xpo onsite at Goldman Sachs and Goldman Sachs & Co. LLC. Goldman Sachs Wealth Services provides 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 discretionary and non-discretionary managers within a large integrated financial group.

James Pellitteri is a CFP® professional with 43 years of industry experience, currently affiliated with Commonwealth Financial Network since 2016. He is a co-owner of Paper Planes Childcare, LLC and serves as a board member for the Town of Jewett. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 affiliated advisors and managing around $212.7 billion in client assets through a comprehensive adviser-support platform and a range of investment solutions.

Daniel Yankowski is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and six years of industry experience. His prior roles include positions at The Ayco Company, L.P./Mercer Allied and the University at Albany. Goldman Sachs Wealth Services serves a diverse client base including individual investors, corporate participants, executives, and institutional clients, providing financial planning and portfolio management alongside specialized offerings such as Private Family Office and Executive Wealth programs. The firm employs strategic and tactical allocation models and integrates resources across the Goldman Sachs network to tailor solutions to client objectives.

Shawn Maloney is a financial advisor at Commonwealth Financial Network with nine years of industry experience. He holds the Series 66 designation and has worked at Commonwealth Financial Network and Bryant Asset Management in various roles since 2016. Maloney is a co-owner of Bryant Asset Management. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages over $212 billion in client assets. The firm offers comprehensive adviser support, including managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Val Tornicelli is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 designations and bringing 28 years of industry experience. He has worked at Principal Securities Inc. since 2006. In addition to his advisory role, he is involved in fixed insurance sales focusing on life, annuity, and disability insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, and access to third-party money managers under various advisory and promoter arrangements.

Zachary Timm is a financial advisor with Guardian Life and its subsidiary Park Avenue Securities, holding Series 65 and Series 63 designations and eight years of industry experience. His prior roles include positions at Citizens Securities, Foresters Advisory Services, and Foresters Financial Services. In addition to advisory work, he is involved in long-term care, health and medical insurance, annuities, life insurance, and group benefits outside of his primary firm. Guardian Life’s subsidiary, Park Avenue Wealth Management, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients through brokerage services, financial planning, retirement plan consulting, and investment advisory programs that combine proprietary and third-party strategies.

Kathryn Krause is a financial advisor at Citizens Securities, Inc. in Albany, NY, holding Series 63 and Series 65 licenses with 12 years of industry experience. She has worked in various roles within Citizens Bank and Citizens Securities since 2015. Krause is also a Notary Public. Citizens Securities serves a diverse retail client base, including individuals and high-net-worth investors, offering investment advisory programs, brokerage, and insurance services. The firm’s advisory approach includes a digital advisory program and managed accounts, complemented by its role as a broker-dealer and insurance agency.

Brooke Hurley is a financial advisor with Goldman Sachs Wealth Services in Cohoes, NY, holding a Series 66 license and six years of industry experience. Her work history includes roles at Goldman Sachs & Co. LLC since 2019, as well as positions at The Ayco Company, L.P./Mercer Allied, and Clute Wealth Management. Outside of finance, she has worked as a waitress and bartender at JJ Rafferty's Bar and Grill. 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 utilizing strategic allocation models, proprietary analytics, and access to a wide range of affiliated resources within the Goldman Sachs ecosystem.

Pieter Burhans is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 designations and bringing 17 years of industry experience. His prior roles include positions at JP Morgan Securities, Morgan Stanley, and Wells Fargo. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and managed account offerings. The firm emphasizes client-directed model selection supported by non-binding advisor recommendations and ongoing monitoring, and operates within the KeyCorp group with affiliate relationships across banking and capital markets.

Paul Mainello is a financial advisor with Goldman Sachs Wealth Services, holding Series 65 and Series 63 licenses and having six years of industry experience. His background includes roles at Goldman Sachs & Co. LLC, The Ayco Company/Mercer Allied, and Atlas Private Wealth Management. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, plan sponsors, and institutional clients, offering specialized programs and access to alternative investments within the broader Goldman Sachs ecosystem.

Max Spagnola is a financial advisor at Goldman Sachs Wealth Services with four years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs since 2019. Outside of his advisory role, he is co-owner and bookkeeper of America's Pastime Stables, a horse racing organization. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individual, high-net-worth, corporate, and institutional clients, utilizing centralized investment resources and integrated financial group capabilities.

Bonnie Kenna is a financial advisor with Lincoln Investment in Rensselaer, NY, holding a Series 63 designation and bringing 21 years of industry experience. She worked previously at Legend Advisory Corporation and Legend Equities Corporation. Outside of her advisory role, Kenna is involved in coaching field hockey through multiple positions, including serving as a head varsity coach for a public high school and participating in nonprofit and national field hockey programs. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers financial planning and a range of advisory programs, employing both strategic and dynamic investment approaches overseen by its Investment Management & Research team.

James Pulver is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. He holds a Series 66 designation and previously worked at Restorative Continuum, LLC for two years, as well as spending three years in full-time education. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm integrates strategic asset allocation and manager selection with proprietary research and a variety of service platforms, supported by the broader Goldman Sachs ecosystem.

David Eddy is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Goldman Sachs Wealth Services. Prior to joining Goldman Sachs in 2021, he spent 25 years at The AYCO Company, L.P./Mercer Allied. In addition to his advisory career, he has operated The Metro Cafe since 1990. Goldman Sachs Wealth Services advises a diverse client base including individual investors, executives, plan sponsors, and institutional clients. The firm offers tailored financial planning and portfolio management supported by proprietary research, a broad range of specialized programs, and integration with Goldman Sachs affiliates.

Connor Thomas is a financial advisor with Goldman Sachs Wealth Services and holds a Series 66 designation. He has one year of industry experience and has held positions at Goldman Sachs & Co. LLC, MMB + Co., and has experience at Siena University and in community roles including Webster Parks & Recreation and Webster Central School District. 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 offers tailored advisory solutions supported by strategic allocation models, investment manager selections, and a range of platforms and pricing programs, leveraging resources across the Goldman Sachs ecosystem.

Philip Chieco is a Series 66-licensed financial advisor at Goldman Sachs Wealth Services with eight years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously held roles at The Ayco Company, L.P./Mercer Allied, AXA Advisors, and Xerox. Goldman Sachs Wealth Services provides 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 model portfolios, offering tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

John Ragozzino is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and two years of industry experience. Before joining Goldman Sachs in 2025, he held positions at Maxim Group LLC and was involved in the hospitality sector at Huntington Tap Room and On the Docks Restaurant. 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 using a combination of strategic allocation models, manager selections, and a range of implementation platforms, supported by integrated resources across the broader Goldman Sachs organization.

Matthew Williams is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and 10 years of industry experience. He has worked at The Ayco Company, L.P./Mercer Allied since 2015. 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 utilizes centralized investment resources and a range of discretionary and non-discretionary managers, delivering tailored services through both direct and partner programs.