Vincent Giliberti is a financial advisor at Goldman Sachs Wealth Services with 19 years of industry experience. He 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 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 utilizes centralized investment resources and a variety of portfolio management strategies within a large integrated financial group that offers services such as securities-based lending, futures and swap capabilities, and tailored corporate and family office programs.

Brian Teague is a financial advisor at Goldman Sachs Wealth Services with 20 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs since 2021, following 15 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 individuals, 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.

George Skaltsis 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 & Co. LLC since 2021. Prior to that, he was with The Ayco Company, L.P./Mercer Allied and held roles at several other firms. Outside of advisory work, he owns and manages a cryptocurrency mining company. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, and institutional clients. The firm utilizes centralized investment resources and combines discretionary and non-discretionary management approaches within a large integrated financial group.

Stephanie Rondon is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and two years of industry experience. She has worked at Goldman Sachs Ayco since 2021 and previously held roles at Advantage XPO, Freshpair.com, Inc, and Harvest Restaurants. 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 provides tailored offerings such as Executive Wealth and Private Family Office support, operating within a large integrated financial group with a range of affiliated services.

Grace Guingon is a financial advisor at Benjamin F. Edwards & Company, Inc. with two years of industry experience. She holds the Series 66 designation and has previously worked at Regency Wealth Management, Liberty University, Columbia Bank New Jersey, and Cafe Amici. Outside of financial services, her background includes various roles in educational and community settings. Benjamin F. Edwards & Company provides investment advice and related services to a wide range of clients, including individuals, retirement plans, trusts, estates, and corporate clients. The firm offers a variety of investment strategies, combining model-based and customized portfolios, with ongoing due diligence and rebalancing to align with clients’ objectives and risk profiles.

Nicholas Roughan is a financial advisor at Eagle Strategies (NY Life) with two years of industry experience. He holds the Series 66 designation and has previously worked at Nylife Securities LLC and Riebling Wealth Strategies. His background includes diverse roles outside finance, such as positions in fitness and correctional facility work. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored advice and manages a majority of its assets on a non-discretionary basis, working with both retail and institutional sponsors.

Ryan Miller is a financial advisor at Goldman Sachs Wealth Services with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at The Ayco Company, L.P./Mercer Allied, Santander Securities, and Santander Bank. 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 specialized programs such as Private Family Office services and Financial Wellness, supported by integrated capabilities across the Goldman Sachs ecosystem.

Alexi Maher is a financial advisor at Goldman Sachs Wealth Services with five years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs since 2021. His prior experience includes multiple roles at Pennsylvania State University and positions in education and club management. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm utilizes strategic allocation models and combines resources across Goldman Sachs affiliates to deliver tailored investment solutions.

Jack Santora is a Series 66-licensed financial advisor at Goldman Sachs Wealth Services with two years of industry experience. Prior to joining Goldman Sachs in 2024, he worked at Equitable Advisors and held various roles outside the financial sector, including positions at Commvault and Rutgers University. Goldman Sachs Wealth Services offers comprehensive financial planning and investment management to individual and high-net-worth clients, corporate participants, and institutional investors. The firm leverages centralized investment resources and integrates a range of affiliated services, including banking and retirement consulting, to provide tailored wealth management solutions.

Adam Fried is a financial advisor with Goldman Sachs Wealth Services, holding a Series 63 designation and bringing 29 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 25 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 individual and high-net-worth households, corporate and employer-sponsored participants, and institutional clients. The firm utilizes centralized investment resources and offers tailored solutions such as Executive Wealth and Private Family Office support, leveraging a combination of discretionary and non-discretionary managers within a large integrated financial group.

Stephanie Parente is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and one year of industry experience. Her prior roles include positions at Fritz's and Magic Fountain. 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 utilizes centralized investment resources and a range of discretionary and non-discretionary managers, offering tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Michael Caggiano is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and one year of industry experience. Prior to joining Goldman Sachs, he held various positions including roles at Quinnipiac University and Jenkinsons Parking. Goldman Sachs Wealth Services advises a broad client base including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm provides financial planning and portfolio management with tailored strategies supported by proprietary research, alternative investments, and integrated services across the Goldman Sachs ecosystem.

Lucille Logozzo is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services, where she has worked since 2021. She has four years of industry experience and previously held roles with the NYC Board of Education and Heroes Paradise. Goldman Sachs Wealth Services provides financial planning and investment management to a diverse client base, including high-net-worth individuals, corporate participants, and institutional clients. The firm utilizes centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.

Lindsay Gregory is a financial advisor at Goldman Sachs Wealth Services with seven years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2019, following previous roles at The Ayco Company, L.P. and Mercer Allied. 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 programs, utilizing strategic allocation models, manager selections, and both discretionary and non-discretionary implementations within the broader Goldman Sachs ecosystem.

Susanna Nieto is a CFP® professional with eight years of industry experience, currently with Citizens Securities, Inc. She has held prior roles at MissionSquare Retirement, Fidelity Brokerage Services LLC, and TD Bank. Outside of her advisory work, she serves as the administrator for the estate of Marcelo Nieto. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs, brokerage, and insurance services. The firm operates both discretionary and non-discretionary platforms and is wholly owned by Citizens Bank, N.A.

Peter Neuberg is a financial advisor with United Planners' Financial Services of America and holds the PFS™ designation along with Series 63 and 65 licenses. He has 28 years of industry experience, including roles at BCG Securities and IC Advisory Services. Neuberg is also the owner of Henderson & Neuberg, LLC, a CPA firm providing tax preparation and accounting services. United Planners serves a diverse client base including individuals, corporations, and institutional clients, offering financial planning, portfolio management, and retirement services through an open-architecture platform utilizing multiple custodians and third-party money managers.

Kylie Liggett is a Series 66-credentialed advisor at Goldman Sachs Wealth Services with experience beginning in 2023. Her background includes roles at Cantor Fitzgerald and Goldman Sachs, alongside ongoing studies at Bucknell University. 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 affiliated teams to deliver tailored wealth management solutions across various client segments.

Lauren Ragsdale is a CFP® with 16 years of industry experience, currently affiliated with GWN Securities Inc. She has held positions at Metlife Investors Distribution Company and MetLife Securities Inc. since 2014. Lauren is co-founder and owner of TRI-STATE HEALTH & WEALTH ADVISORS GROUP, LLC, where she manages and trains agents and assists clients with financial literacy and guidance. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs and financial planning. The firm employs a mix of sub-advisers and model-based allocations and is noted for its use of market-timing and momentum-based investment strategies in certain programs.

Eric Mark is a financial advisor with Citigroup Global Markets who holds Series 63 and Series 65 designations and has 26 years of industry experience. He has been with Citigroup Global Markets since 2007. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains distinctive market roles, including swap dealer and futures commission merchant activities.

Thomas Suarez is a financial advisor at Goldman Sachs Wealth Services with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Goldman Sachs & Co. LLC since 2019, with prior roles at The AYCO Company, Guardian Life Insurance, and Park Avenue Securities. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate participants, and institutional clients. The firm utilizes strategic and tactical allocation models, manager selection processes, and a range of fee arrangements, drawing on resources across the Goldman Sachs ecosystem to deliver tailored wealth management solutions.