Nicholas Gallucci is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and four years of industry experience. He has worked at Ayco, a Goldman Sachs affiliate, since 2017 and previously studied at the University of Connecticut. Goldman Sachs Wealth Services supports individual investors, executives, institutional clients, and plan sponsors by providing financial planning, portfolio management, and specialized wealth programs. The firm uses data-driven allocation models and a variety of fee arrangements, leveraging the broader Goldman Sachs ecosystem for investment and advisory capabilities.

William Mack is a financial advisor with PlanMember Securities Corporation and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 35 years of industry experience, including roles at LifePlan Wealth Management Group and a long tenure at PlanMember Securities Corporation since 2008. Mack is also the owner and president of Financial Institutions Services Corporation of America, an insurance marketing services firm. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation approach and manages risk-based mutual fund portfolios, delivering education and support services to plan sponsors and participants.

Riya Dhall is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and beginning her industry career in 2024. Before joining Goldman Sachs, she held positions at S&E Azriliant P.C. and Shankar Ninan Law Firm, and has experience at Crowe LLP and several other organizations. Goldman Sachs Wealth Services advises a diverse client base including individual investors, executives, plan sponsors, and institutional clients. The firm offers financial planning, portfolio management, and specialized services such as Private Family Office and Executive Wealth programs, leveraging integrated resources across the broader Goldman Sachs ecosystem.

Sheridan Dillon is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and two years of industry experience. Prior to joining Goldman Sachs, Sheridan worked at Janice Delehanty DDS and has academic and agricultural experience from Fairfield University and Gade Farms. Goldman Sachs Wealth Services advises a diverse client base including individual investors, executives, plan sponsors, and institutional clients. The firm offers tailored financial planning and portfolio management services supported by integrated investment strategy, manager selection, and advanced research tools within the broader Goldman Sachs ecosystem.

Brian Pellegrini is a CFA® charterholder with three years of industry experience, currently serving as a financial advisor at Equity Services, Inc. He has previously worked at several firms, including National Life Group, MML Investors Services LLC, Mass Mutual Life Insurance Company, and Northwestern Mutual. Outside of his advisory role, he tutors part-time through Varsity Tutors. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and employs a range of third-party asset managers and model portfolios, combining long-term investment strategies with options for shorter-term trading.

Samuel Tanny is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC, VDC Research, Arrow Financial Corporation, and WPM Wealth Advisors. Outside of finance, he served on the Bentley University Student Conduct Board during his studies. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm provides financial planning and portfolio management through tailored strategies supported by proprietary research and a range of platforms, leveraging the resources of the broader Goldman Sachs organization.

Daniel Cooper is a financial advisor at Goldman Sachs Wealth Services with nine years of industry experience. He holds the Series 66 designation and previously worked at The Ayco Company, L.P./Mercer Allied for seven years before joining Goldman Sachs in 2021. Goldman Sachs Wealth Services advises a diverse client base that includes individual investors, executives, corporate participants, and institutional clients. The firm offers financial planning, portfolio management, and specialized programs, leveraging integrated resources from across the Goldman Sachs ecosystem to tailor strategies and deliver a range of advisory solutions.

Scott Bullock is a financial advisor at Goldman Sachs Wealth Services with 25 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021. Prior to that, he was with United Capital Financial Advisers, LLC and 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 high-net-worth individuals, corporate participants, and institutional clients. The firm offers tailored solutions through integrated teams and centralized investment resources, combining discretionary and non-discretionary management strategies.

Spencer Ryczek is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Five Star Bank, Northwestern Mutual, and Ted Clark and Associates, as well as a position at SUNY New Paltz Athletic and Wellness Center. 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 employs strategic allocation models and offers services such as Private Family Office and Specialized Executive Wealth programs, leveraging the broader Goldman Sachs ecosystem for integrated financial solutions.

Raynard Gagnon Jr. is a financial advisor with Eagle Strategies (NY Life) based in Latham, NY. He holds Series 63 and Series 66 licenses and has two years of industry experience. Prior to his financial services career, he spent seven years at JDog Junk Removal. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailored recommendations, with the majority of its assets managed on a non-discretionary basis.

Joshua Clark is a financial advisor at Goldman Sachs Wealth Services with eight years of industry experience. He holds the Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2017, including prior roles at The Ayco Company and the University at Albany. Goldman Sachs Wealth Services serves a diverse client base, including individual investors, corporate participants, executives, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm integrates strategic allocation models and proprietary research tools and leverages its broader affiliated platform to provide comprehensive investment and advisory services.

Stacy Jones is a financial advisor at Goldman Sachs Wealth Services with 19 years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following 15 years 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 high-net-worth individuals, corporate participants, and institutional clients. The firm utilizes centralized investment resources and a range of discretionary and non-discretionary managers, providing tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.

Christopher Madej is a financial advisor at Goldman Sachs Wealth Services with 17 years of industry experience. He holds the Series 63 designation and has worked at Goldman Sachs since 2021, following a 12-year tenure at The Ayco Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a wide range of clients, including individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored services such as Executive Wealth, Personal Wealth, and Private Family Office support, utilizing centralized investment resources and a mix of discretionary and non-discretionary managers.

Zlatko Beganovic is a financial advisor at Goldman Sachs Wealth Services with five years of industry experience. He holds a Series 66 designation and previously worked at The Ayco Company, L.P./Mercer Allied. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm offers financial planning and portfolio management supported by strategic allocation models, specialized programs, and access to alternative investments, leveraging capabilities across the broader Goldman Sachs ecosystem.

Jordan Kane 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 Goldman Sachs since 2022. His prior work includes roles at Foot Locker, Nelson & Strife Financial Group, and several organizations in the public and healthcare sectors. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm offers tailored financial planning and portfolio management using strategic allocation models and a range of fee arrangements, supported by integrated resources across the broader Goldman Sachs network.

Quinton Rose is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and three years of industry experience. Prior to joining Goldman Sachs, he worked at Aureus Medical and the University of Rochester Strong Memorial Hospital. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a broad range of clients, including individual and high-net-worth households, corporate participants, and institutional clients. The firm integrates centralized investment resources with a variety of management strategies and offers specialized services such as Executive Wealth and Private Family Office support.

Michael Blair is a financial advisor at Goldman Sachs Wealth Services with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Goldman Sachs & Co. LLC since 2019, previously spending six years at The Ayco Company, L.P./Mercer Allied. Goldman Sachs Wealth Services serves a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm offers comprehensive financial planning and portfolio management, utilizing strategic allocation models and a range of specialized programs, supported by integrated resources across the broader Goldman Sachs ecosystem.

Andrew Matthews is a Series 66 licensed financial advisor with Goldman Sachs Wealth Services, based in Cohoes, NY. He has 10 years of industry experience, including eight years at The AYCO Company, L.P./Mercer Allied before joining Goldman Sachs in 2021. 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, delivering tailored solutions such as Executive Wealth, Private Family Office support, and retirement plan education.

Shea Mccartney 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 Tompkins Trust Company and has experience outside finance at Purity Ice Cream Co. and the University of Rochester. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, and institutional clients, leveraging centralized investment resources and integrated financial group capabilities.

Timothy Manning is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 designations and possessing 29 years of industry experience. He has been with Key Investment Services since 2016. Key Investment Services LLC serves individuals—including high-net-worth clients—trusts, estates, small businesses, and corporate clients through a variety of wrap-fee advisory programs, separately managed and unified managed accounts, as well as brokerage and insurance products. The firm emphasizes client-directed investment strategy selection supported by non-binding recommendations and ongoing monitoring, while providing access to third-party discretionary managers and performing regular program oversight.