Robert Watkins is a financial advisor with Commonwealth Financial Network based in Utica, NY, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has worked at Provident Mutual and Advanced Group Financial Services, where he is also the owner and president of Advanced Group Financial Services, LLC. Outside of advisory work, he owns Advanced Group Tax Services, a tax preparation and accounting firm. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and support services. The firm offers discretionary model portfolios and multiple program structures, supporting advisors with operations, trading, technology, compliance, and practice management.

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.

Jameson Howley is a financial advisor at &Partners in Albany, NY, holding a Series 66 designation. He began his career in 2023 and has worked at several firms including Morgan Stanley and Equitable Advisors, LLC. His prior experience includes roles outside of financial services, such as with Lacrosse Unlimited and Bar 141. &Partners serves a diverse client base including high-net-worth individuals, institutions, and charitable organizations. The firm offers investment management and advisory services using a range of strategies and platforms, and it operates as both a registered investment adviser and broker-dealer.

Jason Laurenzo is a financial advisor with GWN Securities Inc. in Albany, NY, holding a Series 63 designation and over 20 years of industry experience. He has been with GWN Securities since 2005 and concurrently serves in law enforcement with the Town of Schodack Police Department. Outside of his advisory role, he is involved in tax preparation and college planning through Northeast Wealth Management, LLC, where he is CEO. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individuals and business clients with discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm supports a large network of advisors and offers a range of managed-account programs including SMA, UMA, and fund-strategist options on the Fidelity-supported FMAX platform.

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.

Christina Jean Baptiste is a financial advisor with PNC Wealth Management and holds Series 63 and Series 65 licenses. She has six years of industry experience, including prior roles at JPMorgan Chase Bank, J.P. Morgan Securities, and Ayco/Goldman Sachs. Outside of her advisory work, she has been involved with AZLM LLC and Capital District Home Care Agency since 2022 and 2020, respectively. PNC Wealth Management offers retail brokerage and advisory services through model-based digital programs, including an invitation-only Portfolio Solutions Strategist Digital Offering that uses algorithm-driven risk assessment and third-party portfolio implementation.

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.

Herbert Perkins III is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 22 years of industry experience. His career includes five years at Goldman Sachs & Co. LLC and sixteen years at The AYCO Company, L.P./Mercer Allied prior to joining Commonwealth Financial Network. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that serves a national network of nearly 2,900 advisors and manages approximately $213 billion in client assets. The firm provides a range of managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Raynard Gagnon Jr. is a financial advisor with Eagle Strategies (NY Life) holding Series 63 and Series 66 licenses and two years of industry experience. Prior to his current role, he worked with JDog Junk Removal for seven years and spent time at York St John University. Eagle Strategies serves a broad client base including individual investors and institutional sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm provides a variety of program types and emphasizes tailored recommendations, with most 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.

James Schaible Jr. is a financial advisor with Key Investment Services LLC holding a Series 66 designation and five years of industry experience. His prior roles include positions at TD Private Client Wealth LLC, RBC Capital Markets, and LPL Financial, LLC, among others. He is based in Rensselaer, NY. 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 offers multiple wrap fee programs and utilizes a multi-provider model for portfolio implementation and oversight.

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 Series 66 licensed financial advisor with six years of industry experience, currently with Goldman Sachs Wealth Services since 2021. Prior to joining Goldman Sachs, he worked at The Ayco Company, L.P./Mercer Allied from 2019 to 2021. Goldman Sachs Wealth Services serves a broad client base, including individual investors, corporate participants, executives, and institutional clients. The firm provides financial planning, portfolio management, and specialized wealth programs, leveraging strategic allocation models and both proprietary and third-party analytics across various fee arrangements and platforms.

Dominick Panetta is a Certified Financial Planner (CFP®) with 38 years of industry experience, currently serving at Independent Financial Partners. His career includes roles at IFP Securities, LLC and LPL Financial. Panetta is also involved in community organizations, holding board positions with the Guilderland Chamber of Commerce and the Society of Financial Service Professionals, Northeast New York Chapter. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving a wide range of clients, offering decentralized investment strategies alongside centralized asset management and specialized retirement-plan consulting services.

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.

Stephen Krakower is a financial advisor with Janney Montgomery Scott, holding a Series 66 designation and 14 years of industry experience. His career includes roles at Wells Fargo Clearing and Wells Fargo Advisors before joining Janney in 2020. Janney Montgomery Scott LLC manages approximately $110 billion in client assets and serves a diverse clientele including individuals, families, trusts, corporate sponsors, and municipal clients. The firm offers a range of brokerage, financial planning, and advisory services through both in-house and third-party portfolio management.