Paul Liguori Jr. is a Series 66 licensed advisor with six years of industry experience, currently with Goldman Sachs Wealth Services. His prior roles include positions at The Ayco Company, Instacart, Charles Schwab, and Siena College. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, and institutional clients. The firm offers tailored investment strategies and integrates capabilities across multiple Goldman Sachs affiliates to deliver a broad range of wealth management and specialized services.

Maria Jose Blas Perez is a financial advisor at Goldman Sachs Wealth Services with three years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs since 2022. Her prior experience includes roles at Menchie's and Italian Wine Merchants. 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. The firm integrates centralized investment resources and offers tailored solutions such as Executive Wealth and Private Family Office support within a large financial group structure.

Zoila Chele is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and six years of industry experience. Prior to joining Goldman Sachs & Co. LLC in 2020, she worked at the Uceda Institute from 2015 to 2020. 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 combines strategic allocation models and manager selections with a range of advisory platforms and tools, leveraging the broader Goldman Sachs ecosystem to offer access to alternative investments and specialized wealth programs.

Ronald Rybij is a financial advisor with GWN Securities Inc. in Albany, NY, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with GWN Securities since 2005. Outside of his advisory role, he is a general agent involved in the sales and service of life, health, and long-term care insurance. GWN Securities is an SEC-registered investment adviser and broker-dealer that serves individual and business clients, including high-net-worth individuals. The firm offers discretionary managed accounts and access to third-party sub-advisers through a variety of managed-account programs and model portfolios.

Courtney Fagan is a financial advisor at &PARTNERS with a Series 66 license and four years of industry experience. Prior to joining &PARTNERS in 2026, she worked at Wells Fargo Clearing Services for five years and held positions at Fidelity Investments, Bassett Healthcare, Keller Williams, and with Dr. Christopher J. Lyons. &PARTNERS serves a diverse range of individual and institutional clients, including high-net-worth individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm offers both investment advisory and brokerage services, utilizing proprietary models and third-party manager solutions through the Envestnet platform, and provides additional services such as ERISA consulting and investment banking.

Allen Kummu is a financial advisor at Goldman Sachs Wealth Services with 28 years of industry experience. He holds a Series 63 designation and has worked at Goldman Sachs & Co. LLC since 2021. Prior to that, he was with The Ayco Company LP and Mercer Allied Company, L.P. for over two decades. 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 model portfolios, delivering tailored wealth management solutions through both discretionary and non-discretionary managers.

Gregory Britton is a financial advisor at Focus Partners Wealth, LLC with 11 years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining Focus Partners, he worked at The Colony Group, LLC, Connectus Wealth, and Atlas Private Wealth Management, LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework combining active and passive strategies, private funds, and other investment vehicles.

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.

Eileen Vitarelle is a financial advisor with Commonwealth Financial Network in Rexford, NY, holding a Series 66 designation and 27 years of industry experience. She is the owner of Peridot Wealth Partners, LLC, a private entity facilitating securities, advisory, and insurance business. Her prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides operations, trading, technology, compliance, and practice-management support, offering a variety of advisory programs and model portfolios managed by its Investment Management and Research team.

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.