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.

Joseph Scanlan is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 credentials and 14 years of industry experience. He has been with Key Investment Services in various capacities since 2012 and previously worked at KeyBank from 2008 to 2022. He serves as trustee of a family irrevocable trust. Key Investment Services LLC provides advisory services to individuals, trusts, estates, small businesses, and corporate clients through wrap-fee programs, model portfolios, separately managed accounts, and brokerage products. The firm emphasizes client-driven model selection combined with ongoing monitoring and due diligence, operating within the KeyCorp group with connections to KeyBank and KeyBanc Capital Markets.

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.

Matthew Hall is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and 15 years of industry experience. He has worked at The AYCO Company, L.P./Mercer Allied since 2008. 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.

Madison Deak is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. They hold the Series 66 designation and have worked at Goldman Sachs & Co. LLC since 2024. Outside of their advisory role, Madison works part-time as a grocery delivery employee for Instacart Inc. Goldman Sachs Wealth Services provides financial planning and portfolio management to a wide range of clients, including individual investors, corporate participants, executives, and institutional clients. The firm employs strategic and tactical allocation models and offers access to a broad array of investment services through its integration with the broader Goldman Sachs ecosystem.

Thomas Conigliaro is a CFA® charterholder with 25 years of industry experience. He is currently with Goldman Sachs Wealth Services and has prior experience at S&P Global, OpenExchange, and IHS Markit. Goldman Sachs Wealth Services advises a diverse client base including individual investors, executives, plan sponsors, and institutional clients, offering financial planning and portfolio management alongside specialized wealth and financial wellness programs. The firm employs strategic and tactical allocation models supported by proprietary research and integrates capabilities across the broader Goldman Sachs ecosystem.

John Kalil Jr. is a financial advisor at Equity Services, Inc. with 29 years of industry experience. He holds the Series 63 designation and has worked at firms including National Life Group, Hazard & Siegel Inc, and INVEST Financial Corp. He serves on the board of the Saratoga Snowmobile Association as Director of Grants, where he identifies funding sources and charitable giving opportunities. Equity Services, Inc., operating as ESI Financial Advisors, offers financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm uses multiple advisory platforms and third-party asset managers to provide a mix of long-term and shorter-term investment strategies.

Grainne D Arcy is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. She holds a Series 66 designation and has worked at several firms, including Goldman Sachs & Co. LLC, DoorDash, and Instacart. Her prior roles also include positions at entrepreneurial and service-oriented companies such as District Donuts and Rover. 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 utilizes strategic allocation models and a range of advisory platforms, supported by integrated proprietary research and tools within the broader Goldman Sachs ecosystem.

Kaylee Merlow is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and six years of industry experience. She has worked at Goldman Sachs since 2019 and previously held roles at The Ayco Company, L.P./Mercer Allied, Albany Management, and State Farm. Outside of finance, she was involved with Caffe Vero for eight years. 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, leveraging proprietary research, multiple fee arrangements, and integrated services across the broader Goldman Sachs ecosystem.

Christopher Marino is a financial advisor at TLG Advisors, Inc. with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked with firms including Wise Financial and Simplicity Investments. Outside of his advisory role, he serves as a trustee for family trusts and acts as an insurance agent under the DBA Wise Financial. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm’s investment approach emphasizes manager selection and monitoring, using fundamental analysis and Modern Portfolio Theory to build diversified portfolios, and offers both advisor-managed accounts and a direct-to-consumer digital program called Starlight Portfolios.

Conor Boyd is a financial advisor at Equity Services, Inc. with 22 years of industry experience. He holds Series 63 and Series 66 designations and has been affiliated with National Life Group of Vermont and Equity Services since 2015. Boyd serves on the board of Berkshire Farm Center & Services for Youth, a nonprofit organization supporting foster care and public schools in New York. Equity Services, Inc. provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, often utilizing third-party asset managers and combines long-term strategies with options for shorter-term trading and specialized instruments.

Peter Major is a financial advisor with Principal Financial Services in Latham, NY, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has worked with Principal Securities Inc. since 2016 and Principal Life Insurance Company since 2014. Outside of his advisory role, he serves as a director for the Chickadee Mountain Club, a not-for-profit organization. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and U.S. military personnel stationed abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Joshua Perry is a financial advisor at Goldman Sachs Wealth Services with 12 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following a nine-year tenure at The AYCO Company, L.P./Mercer Allied. 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 leverages centralized investment resources and a range of discretionary and non-discretionary managers, providing tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

David Parseghian is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and bringing 16 years of industry experience. He has been with Goldman Sachs and its affiliated entities since 2009, including roles at The Ayco Company and Mercer Allied. 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 employs a centralized investment approach with access to a broad range of strategies and integrates services across its affiliated entities, including banking and retirement consulting.