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.

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.

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.

Brian Enright is a financial advisor at Janney Montgomery Scott with eight years of industry experience. He holds the Series 66 designation and has worked primarily at Janney since 2018, with prior roles at Bank of America, Merrill, and Ayco. Outside of his advisory role, he serves as a committee member on the membership committee of the Schuyler Meadows Club in Loudonville, NY. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage services, financial planning, consulting, and various advisory programs.

Andrew Roberts is a financial advisor at Key Investment Services LLC with 25 years of industry experience. He holds Series 63 and Series 66 designations and has been with Key Investment Services and KeyBank since 2016. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee advisory programs, model portfolios, separately managed accounts, and unified managed accounts. The firm emphasizes client-directed model selection with non-binding recommendations and ongoing monitoring, and it maintains oversight of third-party advisory products and discretionary managers.

Michael Jawitz is a financial advisor at Goldman Sachs Wealth Services with three years of industry experience. He holds a Series 66 designation and has previously worked at Cornick Garber & Sandler LLP, Haddad Brands, Public Consulting Group, and the U.S. Census Bureau. Goldman Sachs Wealth Services serves a diverse client base, offering financial planning and portfolio management alongside specialized programs such as Private Family Office services and Executive Wealth programs. The firm utilizes strategic allocation models and proprietary analytics while providing access to a broad range of affiliated financial capabilities and investment options.

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.

Russell Merchant is a financial advisor with Goldman Sachs Wealth Services, holding Series 63 and Series 65 designations and six years of industry experience. His prior roles include positions at The Ayco Company LP and Cadaret Grant, as well as various engagements in hospitality and education sectors. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base including individuals, high-net-worth households, corporations, and institutional clients. The firm utilizes centralized investment resources and integrated strategies across affiliated teams to deliver tailored wealth management solutions.

Joshua Gregg is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and bringing 10 years of industry experience. Prior to joining Goldman Sachs in 2021, he worked at The AYCO Company, L.P./Mercer Allied for six years. Outside of his advisory role, he manages a maple syrup production business based in Cohoes, NY. 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 integrates centralized investment resources and affiliated teams to deliver tailored wealth management solutions across multiple client segments.

Denise Riedy is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 credential and 17 years of industry experience. She has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 13 years with The Ayco Company, L.P./Mercer Allied. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, plan sponsors, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm uses a range of strategic allocation models and proprietary analytics, providing clients access to various fee arrangements and platforms supported by integrated capabilities across the Goldman Sachs ecosystem.

Gerard Mehan is a financial advisor at &PARTNERS with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing Services LLC, Bank of America, N.A., and Merrill. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm provides investment advisory and brokerage services, financial planning, and retirement plan consulting, employing a range of proprietary and third-party investment strategies through platforms like Envestnet.

Paige Douglas is a financial advisor with Eagle Strategies (NY Life) based in Albany, NY. She holds a Series 66 designation and has three years of industry experience. Her prior work includes roles at Elizabeth Bauer and several positions outside the financial services industry. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers multiple program types tailored to client objectives, with a substantial portion of its assets managed on a non-discretionary basis.

Jacob Risavi is a financial advisor at Goldman Sachs Wealth Services with four years of industry experience. He holds the Series 66 designation and has previously worked at Northwestern Mutual and Instacart. Prior to his finance career, he spent several years in education at St. John Fisher College and Jamesville Dewitt Schools. 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 utilizes centralized investment resources and a range of tailored services delivered through both direct and partner programs.

Michael Normile is a financial advisor with Goldman Sachs Wealth Services, holding Series 63 and Series 65 licenses and six years of industry experience. He has worked at Goldman Sachs since 2021 and previously held roles at The Ayco Company, L.P./Mercer Allied, Gross Electric, Inc., Watervliet Housing Authority, and Rensselaer Polytechnic Institute. 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 combines centralized investment resources and model portfolios with a range of discretionary and non-discretionary managers, providing tailored wealth solutions and leveraging integration across its affiliated financial entities.