Jon Connell is a CFP® professional with six years of industry experience, currently serving with NewEdge Advisors. His prior experience includes six years at Edward Jones and service in the United States Army. NewEdge Advisors is an enterprise-scale registered investment adviser serving a diverse client base, including high-net-worth individuals, corporations, and charitable organizations. The firm offers a range of portfolio management and consulting services through various program structures, combining in-house manager selection with third-party strategies and technology-enabled tools.

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 bringing 12 years of industry experience. He 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, including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm offers comprehensive financial planning, portfolio management, and specialized services such as Private Family Office and Executive Wealth programs, utilizing a range of strategic allocation models, tax-aware techniques, and proprietary analytics.

Jeffrey Pollard is a financial advisor at Rockefeller Financial LLC with 22 years of industry experience. He holds a Series 66 designation and 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 high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients. The firm offers portfolio management, financial planning, and investment banking services through a Private Advisor model and a consolidated investment platform covering equities, fixed income, and alternatives.

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 multiple positions at Atlas Private Wealth Management, LLC and Triad Hybrid Solutions. Osaic Advisory Services, LLC is an SEC‑registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and municipal entities. The firm provides investment management, financial planning, retirement plan consulting, and related services through various program models, utilizing a combination of proprietary guidance and third-party platforms.

Brian Cuneo is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously worked at The Ayco Company, L.P./Mercer Allied for 23 years before joining Rockefeller Financial and Rockefeller & Company LLC in 2019. Outside of his advisory role, Mr. Cuneo serves as an uncompensated trustee for a personal insurance trust 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 and family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management, financial planning, and consulting services through a Private Advisor model and consolidates investment solutions across equities, fixed income, and alternatives.

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 with Rockefeller Financial LLC, holding Series 63 and Series 65 designations and four years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC, JP Morgan Chase Bank, Bank of America, and FNB Inc. Outside of finance, he was involved with The Brook Tavern/The Wishing Well for ten years. 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, consulting, and operates as a registered broker-dealer, providing a consolidated investment platform with discretionary and non-discretionary solutions across various asset classes.

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 11 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 high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm combines a Private Advisor model with a consolidated investment platform, offering discretionary and non-discretionary portfolio management, financial planning, and brokerage services alongside alternative investment access.

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.

Noah Koreman is a CFP® and Series 66 registered advisor at Mariner with two years of industry experience. Prior to joining Mariner, he worked at Key Investment Services LLC and KeyBank. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by an internal investment team and external managers, with a notable integration of tax and accounting services uncommon at its enterprise scale.

Keith Fredrickson is a financial advisor with Lincoln Investment, holding a Series 66 designation and over 21 years of industry experience. His career includes roles at Merrill, Bank of America, and currently Lincoln Investment since 2024. Outside of financial advising, he owns several media-related businesses including music production and podcasting ventures focused on guitar lessons, health, self-help, and finance. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a significant emphasis on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment management services, employing both strategic and tactical approaches overseen by an Investment Management & Research team.

Timothy Latchford is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and 11 years of industry experience. Prior to joining Goldman Sachs in 2019, he worked for The AYCO Company, L.P./Mercer Allied for seven years. Outside of his advisory role, he assists part-time with managing operations at The Barn at Lord Howe Valley, an event venue in Ticonderoga, NY. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, corporate participants, and institutional clients. The firm offers a range of services such as Private Family Office programs, Specialized Executive Wealth services, and access to Alternative Investments, leveraging integrated resources across the broader Goldman Sachs organization.

Luke Boughton 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 since 2021, following a 12-year tenure at The Ayco Company, L.P./Mercer Allied. Outside of his advisory role, he owns and manages an ATM business 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 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.

Elaine Powell is a financial advisor at Rockefeller Financial LLC with 26 years of industry experience. She holds a Series 63 designation and has worked at Rock & Co LLC and Rockefeller Financial LLC since 2019, following a 21-year tenure 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, and corporations. The firm provides portfolio management, financial planning, and consulting through a Private Advisor model and a consolidated investment platform, and uniquely operates as a registered broker-dealer offering securities transactions, variable insurance products, placement, and investment banking services.

Daniel Pearsall is a financial advisor with Eagle Strategies (NY Life) based in Malta, NY, holding Series 63 and Series 65 licenses. He has seven years of industry experience and has been with Eagle Strategies since 2021. Pearsall is also involved in insurance brokering through his ownership of Post Time Wealth Solutions LLC. Eagle Strategies serves both individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and offers multiple program types, managing a substantial portion of assets on a non-discretionary basis.

Benjamin Zarzycki is a financial advisor with Equity Services, Inc. He holds Series 66 and Series 65 licenses and has 10 years of industry experience. Prior to joining Equity Services in 2021, he worked at Cabot Lodge Securities LLC and Purshe Kaplan Sterling Investments. Equity Services, Inc., doing business 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 frequently utilizes third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.

Cale Van Buren is a financial advisor at Rockefeller Financial LLC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Rockefeller Financial and Rockefeller & Co. since 2021. Prior to that, he spent 15 years at The Ayco Company, L.P./Mercer Allied and one year at Ayco/Goldman Sachs & Co. LLC. 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 through a Private Advisor model and an integrated investment platform that provides discretionary and non-discretionary solutions across multiple asset classes.