Grace Smith is a financial advisor at AE Wealth Management, LLC with four years of industry experience. She holds the Series 63 and Series 66 credentials and previously worked at PKS Advisory and Purshe Kaplan Sterling Investments. Outside of her advisory roles, she spent time working at the Guilderland YMCA and The State University of New York at Albany. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individual households, corporations, trusts, and ERISA plan sponsors. The firm uses discretionary model portfolios managed internally and by third-party strategists, employing fundamental, technical, and cyclical investment approaches.

Brian Woodfield is a Series 66-licensed financial advisor with 16 years of industry experience. He has worked at Goldman Sachs Wealth Services since 2021 and previously spent five years with The Ayco Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to individual, high-net-worth, corporate, charitable, and institutional clients. The firm combines centralized investment resources with tailored offerings such as Executive Wealth and Private Family Office support, operating within a large integrated financial group that includes banking and futures capabilities.

Matthew Valentine is a financial advisor at Goldman Sachs Wealth Services with 18 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs since 2021, following a 14-year tenure at The Ayco Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to individual and high-net-worth clients, as well as corporate, charitable, and institutional participants. The firm utilizes centralized investment resources and a combination of discretionary and non-discretionary managers, offering tailored solutions such as Executive Wealth and Private Family Office support.

Jason Heller is an investment advisor representative at Kestra Advisory Services with 28 years of industry experience. He has worked at Kestra Investment Services and Harris & Murray since 2004 and has been with Kestra Advisory Services since 2016. He is also a general partner at Stage 2 Planning Partners of NY, LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad mix of institutional and individual clients, including plan sponsors. The firm offers fiduciary consulting, plan design, compliance testing, and investment advice supported by due diligence, serving clients with assets under management totaling approximately $79.8 billion.

Timothy Buff is a financial advisor with Goldman Sachs Wealth Services, holding a Series 63 designation and nine years of industry experience. His career includes roles at Goldman Sachs & CO. LLC since 2017 and prior experience at The Ayco Company, L.P./Mercer Allied. He also worked at Le Moyne College earlier in his career. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm utilizes strategic allocation models and proprietary analytics, integrating capabilities across the Goldman Sachs ecosystem to provide tailored investment solutions.

Thomas Ruppel is a financial advisor at Goldman Sachs Wealth Services with eight years of industry experience. He holds a Series 63 designation and has worked previously at The Ayco Company, L.P./Mercer Allied, AXA Advisors LLC, and SUNY Oneonta. Outside of financial services, he was involved with T Shirt Graphics for two years. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to individual, high-net-worth, corporate, charitable, 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.

Faye Abou Nafeh is a financial advisor at Goldman Sachs Wealth Services holding a Series 66 designation. She joined the firm in 2025 and has prior experience at the Maxwell School of Citizenship and Public Affairs and Cosmea for Trade and Industry. 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 a broad range of affiliated and unaffiliated managers to deliver tailored wealth management solutions.

Philip Geleta is a financial advisor at Goldman Sachs Wealth Services with three years of industry experience. He holds a Series 66 designation and has worked previously at Merrill and Zeem Solutions. Prior to his advisory career, he held roles at Toms Tents of Halfmoon and Dicks Sporting Goods, and he attended the University at Albany. 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. The firm leverages centralized investment resources and affiliated teams to deliver tailored wealth management solutions across a variety of offerings.

James Halley is a financial advisor at Goldman Sachs Wealth Services with 15 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following an 11-year tenure at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to individual and high-net-worth clients, as well as corporate and institutional participants. The firm utilizes centralized investment resources and model portfolios, delivering tailored solutions through both discretionary and non-discretionary management within a large integrated financial group.

Sonya Griffin is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 66 credentials and 11 years of industry experience. She previously worked at Purshe Kaplan Sterling Investments for 17 years and has been with Stratos Wealth Partners since 2024, concurrently serving as the owner of Stella's Handy Helpers, LLC, a small business. Stratos Wealth Partners provides advisory services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans, offering open-architecture portfolio management and access to various third-party advisory solutions.

Brian Smith is a financial advisor with Citizens Securities, Inc. in Quincy, MA, holding Series 63 and Series 65 registrations and nine years of industry experience. His prior work includes roles at Mercer and Citizens Bank affiliates. He is also a licensed Notary Public. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory solutions include a digital advisory program and a Managed Account program, and it operates as a broker-dealer and insurance agency.

Sean Ryan 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 several firms, including Woodbury Financial Services Inc, Roussel & Associates, UBS, and Benchmark International. 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, offering tailored solutions such as Executive Wealth, Private Family Office support, and retirement plan education.

Justin Metzger is a Series 66 licensed advisor with Goldman Sachs Wealth Services, based in Cohoes, NY, and has four years of industry experience. Prior to joining Goldman Sachs in 2021, he spent five years working at Woodys 5 Star Detailing. 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 uses tailored strategies supported by dedicated investment groups and offers a range of client service models and access to specialized programs within the broader Goldman Sachs ecosystem.

Joshua Duell is a financial advisor at Goldman Sachs Wealth Services with eight years of industry experience. He holds a Series 66 designation and previously worked at The Ayco Company, L.P./Mercer Allied from 2015 to 2021 before joining Goldman Sachs in 2021. 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 to deliver tailored wealth management solutions.

Christopher Marotta is a financial advisor with Goldman Sachs Wealth Services in Cohoes, NY, holding Series 65 and Series 63 licenses and seven years of industry experience. He has worked at Goldman Sachs since 2019, following prior roles at The Ayco Company and Cap Com Federal Credit Union. Outside of his advisory work, he has been involved with 518Realty.com Inc. since 2018. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm’s advisory teams use strategic allocation models and proprietary analytics to tailor client solutions, supported by a broad network of affiliated Goldman Sachs entities.

Jason Lurie is a Series 66-licensed financial advisor with Primerica Advisors, where he has worked since 2013. He has 17 years of industry experience, including roles at Guardian Life Insurance Company. He serves on the advisory board of NAIFA New York and is a board member of the Clifton Park Industrial Development Agency. Primerica Advisors operates under Park Avenue Securities LLC, serving a broad retail client base with both brokerage and advisory services. The firm offers various proprietary and third-party investment programs, combining discretionary and non-discretionary management across multiple asset types.

Barnaby Bullard is a CFP® professional with six years of industry experience, currently serving at Focus Partners Wealth, LLC. Prior to joining Focus Partners Wealth, he worked at Atlas Private Wealth Management, LLC and BULLARD, McLEOD & ASSOCIATES, INC. He is also the managing member of G-Squared Venture Management LLC, an entity formed to manage personally owned investment properties. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that integrates active and passive strategies across a variety of investment vehicles.

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.

Jonathan Castle is a financial advisor with Key Investment Services LLC in Albany, NY. He holds a Series 66 designation and has 14 years of industry experience, with 11 years at his current firm. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of wrap-fee advisory programs, model portfolios, and separately managed accounts. The firm emphasizes client direction in model selection and provides access to third-party discretionary managers, while offering ongoing monitoring, rebalancing, and supervisory oversight.