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.

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.

Chandler Rauch is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and approximately one year of industry experience. His background includes roles at Trustco Bank and Siena College, along with service in the United States Marine Corps Reserves from 2017 to 2023. Outside of finance, he was involved with LionHeart Pub and Brewery from 2021 to 2022. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, plan sponsors, and institutional clients. The firm employs strategic and tactical allocation models and offers services that integrate various Goldman Sachs affiliates, delivering a range of investment and wealth management solutions.

Nicholas Dicostanzo is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and one year of industry experience. His prior work experience includes roles at Andersen Tax and The Cheesecake Factory. 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, utilizing centralized investment resources and integrated financial services across its affiliates.

Justin Pangburn is a Series 66 licensed financial advisor with Private Advisor Group, LLC, based in Albany, NY. He has one year of experience with Private Advisor Group and three years at LPL Financial. His background also includes a year at American National Insurance and six years at SUNY Brockport. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based advisory model that utilizes multiple investment strategies and technology platforms, often implementing advice through third-party managers and model portfolios.

Victoria James is a financial advisor at Key Investment Services LLC with Series 63 and Series 65 credentials and two years of industry experience. Her prior roles include positions at KeyBank and Equitable Advisors, LLC. She also engages in selling secondhand clothes on Depop in her spare time. Key Investment Services LLC is an SEC-registered investment adviser providing portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm employs a multi-provider model integrating discretionary and non-discretionary portfolio management with services from KeyCorp affiliates.

Raziq Farhat is a financial advisor with Goldman Sachs Wealth Services and holds Series 63 and Series 65 licenses. He has seven years of industry experience and has worked at Goldman Sachs & Co. LLC since 2018, following roles at The Ayco Company, L.P./Mercer Allied and The College of Saint Rose. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate and employer-sponsored participants, executives, plan sponsors, and institutional clients. The firm provides financial planning and portfolio management supported by specialized programs and access to alternative investments, utilizing strategic allocation models and proprietary analytics to tailor solutions across multiple fee and platform arrangements.

John Scheidegger is a financial advisor with Eagle Strategies (NY Life) based in Latham, NY, holding Series 63 and Series 65 licenses with 25 years of industry experience. He has been associated with Eagle Strategies and Wealth Strategies Group since 2009, and with New York Life Insurance Company since 2000. Eagle Strategies serves a diverse client base, including individual investors, defined contribution and defined benefit plans, charitable organizations, and corporate clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and delivers advice through multiple programs, managing the majority of its assets on a non-discretionary basis.

Andrea Gregory is a financial advisor at Goldman Sachs Wealth Services with nine years of industry experience. She holds a Series 66 designation and previously worked at The Ayco Company, L.P./Mercer Allied and Sylvan Learning Center. Outside of her advisory work, she runs the Tortured Poets Book Club, a TikTok account where she posts videos analyzing Taylor Swift song lyrics. Goldman Sachs Wealth Services serves a diverse client base, including individual investors, executives, plan sponsors, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm’s advisory teams use strategic allocation models, manager selections, and both discretionary and non-discretionary implementations, supported by proprietary and third-party analytics, to tailor plans and portfolios to client objectives.

Kyle Chambers is a financial advisor with Valic Financial Advisors in Albany, NY, holding a Series 66 designation and six years of industry experience. He has worked with Valic Financial Advisors since 2019 and also operated a business, Kyle's Creations L.L.C., from 2022 to 2024. Outside of his advisory work, he is an agent for non-securities insurance products through Agia. 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, financial planning, and brokerage services, utilizing Envestnet-developed UMA models and operating with a large network of advisors.

Sofia Levina is a financial advisor at Citizens Securities, Inc. in Albany, NY, with nine years of industry experience. She holds the Series 63 and Series 65 designations and has worked in various roles within Citizens Securities and Citizens Bank since 2015. Outside of her advisory work, Levina is also a Notary Public. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory approach includes both a digital advisory program and a Managed Account program, operating as a broker-dealer and insurance agency with connections to Citizens Bank, N.A.

Adam Lorch is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and three years of industry experience. He has worked at Goldman Sachs since 2019 and previously held positions at Cap Com FCU, Trustco Bank, and Siena College. Goldman Sachs Wealth Services provides financial planning, investment management, and related advisory support to a wide range of clients, including individual and high-net-worth households, corporate participants, and institutional clients. The firm leverages centralized investment resources and offers tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Stephen Jenkins is a financial advisor at Key Investment Services LLC with 21 years of industry experience. He holds a Series 66 designation and has previously worked at Cadaret, Grant & Co., Inc. and Sterling Manor Financial, LLC. Outside of his advisory role, he serves as chair of the Board of Assessment Review and president of the Rhinebeck Central School District Board of Education. Key Investment Services LLC is an SEC-registered investment adviser that offers portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm utilizes a multi-provider model with discretionary and non-discretionary implementation options and integrates services with KeyCorp affiliates.

Robert Palmer is a CFP® credentialed financial advisor at Focus Partners Wealth, LLC with 26 years of industry experience. His prior roles include positions at The Colony Group, Atlas Private Wealth Management, and Goldman Sachs Wealth Services. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, retirement consulting, and access to private and registered investment vehicles. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Joseph Murphy is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and 13 years of industry experience. His career includes roles at Merrill and Keybank before joining Key Investment Services, where he has worked since 2015. Key Investment Services LLC is an SEC-registered investment adviser serving individuals, trusts, estates, small businesses, and institutional plans through a network of financial professionals. The firm offers portfolio management and model-based advisory products, utilizing a multi-provider platform and emphasizing non-discretionary models integrated with KeyCorp affiliates.

Alexander Dunn 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 six years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and related 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 integrated affiliate capabilities to deliver tailored wealth management solutions.

Stephen Mitola is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked at Key Investment Services since 2008 and previously spent two years at Citizens Securities, Inc. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm uses a multi-provider platform and integrates offerings from KeyCorp affiliates to support its investment strategies.

Gregory Gosier is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Voya Financial Advisors, Inc. since 2014. He is also an independent insurance agent and owner of Empire State Wealth Management LLC, a firm involved in the sale and service of insurance, securities, and investment products. Voya Financial Advisors, Inc. is a large enterprise-scale advisory and broker-dealer affiliate of Voya Financial, offering financial planning, portfolio management, and retirement advisory services to individuals, institutions, and organizations. The firm combines in-house and external strategies with technology-enabled tools to deliver both discretionary and non-discretionary investment management solutions.

Jake Pusateri is a financial advisor with Citizens Securities, Inc. in Albany, NY, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior roles include positions at Citizens Bank, Wells Fargo Bank, JPMorgan Chase Bank, and Northwestern Mutual. Outside of finance, he has bartended at Buteras Restaurant of Bay Shore. Citizens Securities serves a diverse retail client base with investment advisory programs, brokerage, and insurance services. The firm offers a digital advisory program featuring ETF-based portfolios and managed accounts, operating as a broker-dealer and insurance agency under the ownership of Citizens Bank, N.A.

Peter O'Connor is a financial advisor at Goldman Sachs Wealth Services with 22 years of industry experience. He holds a Series 63 designation and has worked at Goldman Sachs & Co. LLC since 2021, following an 18-year tenure at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and related advisory support to a wide range of clients, including individual and high-net-worth households, corporate participants, 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.