Bryan Blair is a CFA® charterholder with 16 years of industry experience, currently serving as a financial advisor at Oppenheimer since 2014. He holds the Series 63 designation and is based in Niskayuna, NY. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as discretionary and non-discretionary investment management, financial planning, and retirement services. The firm’s investment approach includes strategic and tactical asset allocation, manager selection, and a variety of investment strategies tailored to client objectives.

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 designation and has worked at firms including New York Life and Lex & Cleo. 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 advises a diverse client base, including individual investors, executives, and institutional clients, providing financial planning and portfolio management alongside specialized services such as Private Family Office and Executive Wealth programs. The firm integrates various Goldman Sachs affiliates and employs both strategic models and proprietary analytics to tailor solutions across multiple fee and platform arrangements.

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 licenses and 13 years of industry experience. She has worked exclusively within the Citizens financial services entities since 2015, including roles at Citizens Bank and Citizens Securities. Citizens Securities serves a diverse retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs, brokerage, and insurance services. The firm utilizes both digital and managed account advisory programs and operates as a broker-dealer and insurance agency.

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.

Francis Caraco is a financial advisor with Bankers Life Advisory Services, Inc., holding the ChFC® designation and a Series 63 license, and has 42 years of industry experience. He has been with Bankers Life Advisory Services since 2017 and has worked within the broader Bankers Life organization since 2009. Caraco serves as a board member of The Prevention Council of Hamilton Fulton and Montgomery Counties, a nonprofit focused on prevention education. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser that primarily serves mass-affluent and high-net-worth individuals through discretionary portfolio management, non-discretionary investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolios according to clients’ goals, risk tolerances, and time horizons.

Paul Clickman is a Series 66 licensed financial advisor with 23 years of industry experience. He has been with Goldman Sachs Wealth Services since 2021 and previously worked at The AYCO Company, L.P./Mercer Allied for 21 years. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base including individuals, high-net-worth households, corporate, charitable, and institutional clients. The firm utilizes centralized investment resources and a mix of discretionary and non-discretionary managers to deliver tailored wealth management 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.

Joseph Badolato is a Series 66-licensed financial advisor with Key Investment Services LLC, where he has worked since 2016. He has 22 years of industry experience. 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 corporations through various advisory programs, model portfolios, and brokerage products. The firm emphasizes client direction in model selection and provides oversight of third-party advisory products while operating within the KeyCorp group and its affiliated entities.

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.

Vincent Miles is a financial advisor with Key Investment Services LLC in Albany, NY, holding Series 63 and Series 66 licenses and 17 years of industry experience. His prior experience includes seven years at Merrill and ten years at Key Private Bank. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs and investment products. The firm emphasizes client direction in model selection and uses a structured due diligence process for third-party advisory products, providing ongoing monitoring and supervisory oversight across its offerings.

Jacob Pollicino is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and four years of industry experience. Prior to joining Goldman Sachs, he worked at J.P. Morgan Chase and held various roles outside finance, including positions at De Angelo's Ristorante and Men's Wearhouse. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering customized financial planning and portfolio management supported by strategic allocation models, specialized programs, and access to alternative investments.

Brandon Karam is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. He holds a Series 66 designation and previously worked with West Ave Pizza, the New York Racing Association, and completed his education at Syracuse University. 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 leverages strategic allocation models and proprietary analytics, integrating capabilities across the broader Goldman Sachs ecosystem to provide tailored investment solutions.

Cynthia Powell is a financial advisor with OSAIC Institutions, INC., holding a Series 63 designation and bringing 39 years of industry experience. Her prior roles include positions at Infinex Investments, Inc., Raymond James Financial Services, and Malaleuca. She serves as a voting board member of the Schenectady Business and Professional Women's Club and is vice president of a BNI referral group. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering a range of advisory and brokerage services through customized engagements and access to alternative investments. The firm’s advisors utilize both fundamental and technical analysis and operate primarily on a non-discretionary basis.

Daniel Faris is a financial advisor at Citizens Securities, Inc. with three years of industry experience. He holds a Series 66 designation and previously worked at Mass Mutual Investors Services and MassMutual Life Insurance Company. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs as well as brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, while also operating as a broker-dealer and insurance agency.