Megan Bishop is a financial advisor at Goldman Sachs Wealth Services with six years of industry experience. She holds a Series 66 credential and has worked at Goldman Sachs and The Ayco Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a broad range of clients, including high-net-worth individuals, corporate participants, and institutional clients. The firm leverages centralized investment resources and integrated financial group affiliates to deliver tailored wealth management solutions.

Cody Lapage is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He previously worked at Mass Mutual Investors Services and MassMutual for eight years before joining Novus Wealth Strategies and Commonwealth Financial Network in 2024. Outside of his advisory work, he owns Power Acres, a farm raising Angus cattle and standardbred horses. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm offers a wide range of managed-account programs, access to third-party asset managers, and comprehensive back-office support.

Jenna Potter is a Series 66-credentialed financial advisor with six years of industry experience, currently with Goldman Sachs Wealth Services since 2018. Her prior experience includes roles at The Ayco Company, L.P. and Mercer Allied. Outside of her advisory work, she serves as a Direct Support Representative at Independent Support Services, assisting a disabled individual on a part-time basis. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals and institutional clients. The firm utilizes centralized investment resources and model portfolios, delivering services through both discretionary and non-discretionary managers within a large integrated financial group.

Kellyann Risler is a Series 66-licensed financial advisor with 10 years of industry experience, currently with Rockefeller Financial LLC since 2019. Her prior experience includes five years at The Ayco Company, L.P./Mercer Allied. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management, financial planning, and consulting services, and operates as a registered broker-dealer providing securities transactions, variable insurance products, placement, and investment banking services.

Michelle Matan is a financial advisor at Rockefeller Capital Management with 14 years of industry experience. She holds a Series 66 designation and has worked at Rockefeller & Co. and Rockefeller Financial LLC since 2020. Prior to that, she was with Bank of America, N.A. and Merrill from 2014 to 2020. Rockefeller Capital Management is an enterprise firm serving a diverse client base with a comprehensive investment approach.

Daniel Hardwick is a financial advisor at Rockefeller Financial LLC with one year of industry experience. He holds the Series 66 designation and previously worked at Sobel & Co., LLC and the Township of Parsippany-Troy Hill. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting services, operating uniquely as a registered broker-dealer that provides securities transactions, variable insurance products, and placement and investment banking services.

Courtney Krisanda is a financial advisor with Goldman Sachs Wealth Services, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. She has worked at Ayco/Goldman Sachs & Co. LLC since 2019 and previously spent 12 years with 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 and high-net-worth households, corporate participants, and institutional clients. The firm offers tailored solutions such as Executive Wealth and Private Family Office support, leveraging centralized investment resources and a mix of discretionary and non-discretionary managers within a large integrated financial group.

Jon Connell is a CFP® with six years of industry experience, currently serving as a financial advisor at NewEdge Advisors. His prior experience includes six years at Edward Jones and a background in the U.S. Army. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, retirement plans, corporations, and charitable organizations through a network of independent representatives. The firm offers a wide range of portfolio management and consulting services, utilizing multiple program structures and technology tools to support clients and advisors.

Michael Zielenski is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and 10 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent seven 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 high-net-worth individuals, corporate participants, and institutional clients. The firm utilizes centralized investment resources and model portfolios, delivering tailored services such as Executive Wealth and Private Family Office support through a combination of discretionary and non-discretionary management.

Kurt Heiss is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and 11 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent seven years 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 individuals, high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and model portfolios, delivering services through both discretionary and non-discretionary managers within a large integrated financial group.

James Kennedy Jr. is a financial advisor with Mercer Global Advisors Inc. holding a Series 66 license and eight years of industry experience. His prior roles include positions at Northwestern Mutual Investment Services, Purshe Kaplan Sterling Investments, and Goldman Sachs. Outside of finance, he owns and operates a boutique lawn service business. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing a range of advisory services including investment management, financial, tax, retirement, and estate planning. The firm emphasizes a globally diversified investment approach grounded in Modern Portfolio Theory, utilizing low-cost ETFs, index funds, and other investment vehicles.

Jeffrey Pollard is a financial advisor at Rockefeller Financial LLC with 21 years of industry experience. He holds a Series 66 designation and has previously worked at Janney Montgomery Scott and Wells Fargo Advisors. Outside of his advisory role, he volunteers as an assistant men's lacrosse coach at Skidmore College. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm offers integrated services through affiliated trust and insurance entities and provides access to alternative and private investments alongside traditional asset management strategies.

James Aiello is a financial advisor with OSAIC Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior roles include several years at Atlas Private Wealth Management, LLC, and more recent work at Triad Hybrid Solutions. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, pension and profit-sharing plans, corporations, trusts, and charitable and governmental entities. The firm provides a variety of services such as investment management, financial planning, retirement plan consulting, and third-party manager oversight, utilizing multiple advisory program models and a combination of proprietary and third-party investment platforms.

Brian Cuneo is a financial advisor at Rockefeller Financial LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for The Ayco Company, L.P./Mercer Allied for 23 years. Outside of his advisory role, he serves as a trustee for a life insurance trust established for a friend and is a licensed insurance agent with an affiliate of his firm. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients by providing discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm operates a registered broker-dealer and offers a comprehensive investment platform that includes direct portfolio management, third-party managers, and alternative investment placements.

Daniel Mccormack is a Series 66-licensed financial advisor with nine years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent five years at The Ayco Company, L.P./Mercer Allied. He is based in Saratoga Springs, NY. 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 uses centralized investment resources and model portfolios, delivering tailored services through a combination of discretionary and non-discretionary managers within a large integrated financial group.

Joseph Thrailkill is a financial advisor at Rockefeller Financial LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at J.P. Morgan Securities LLC, JP Morgan Chase Bank, N.A., Bank of America, and FNB Inc. Outside of finance, he has ten years of experience in the hospitality industry with The Brook Tavern and The Wishing Well. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and uniquely operates as a registered broker-dealer offering securities transactions, variable insurance products, placement, and investment banking services.

Joseph Curtin is a financial advisor with Farther, holding Series 63 and Series 65 licenses and 26 years of industry experience. His prior work includes ten years at Stifel and seven years at both Private Client Services and Golden Wealth Management. He serves as Managing Director of North Legend Partners LLC, a family LLC engaged in eBay sales. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a combined web, mobile, and in-person platform. The firm’s investment approach relies on Modern Portfolio Theory and proprietary model portfolios, utilizing a range of securities alongside algorithmic rebalancing and AI tools with internal oversight.

Paul Fernandes is a financial advisor at Rockefeller Financial LLC with 10 years of industry experience. He holds a Series 66 designation and previously worked at Goldman Sachs & Co. LLC and The Ayco Company, L.P./Mercer Allied. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm offers integrated services through affiliated trust and insurance entities and is noted for its recapitalized ownership structure and its role as a distributor and placement agent for private funds and access vehicles.

Thomas Murphy is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Goldman Sachs Wealth Services since 2021. Prior to joining Goldman Sachs, he worked for 18 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, high-net-worth, corporate, charitable, and institutional clients. The firm employs centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support, operating within a large integrated financial group with a range of affiliated financial capabilities.

Cory Larmour is a financial advisor at Commonwealth Financial Network with six years of industry experience. He holds the Series 66 designation and has worked at several firms, including LPL Financial, Stratos Wealth Partners, Bank of America, and Merrill. Outside of his advisory role, he is involved in audio production, including producing, mixing, and mastering audio. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, technology, and operational support. The firm offers both discretionary model portfolios and customizable investment solutions, supporting advisors with compliance and practice management.