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 at PNC Wealth Management with six years of industry experience. She has held prior roles at JPMorgan Chase Bank, J.P. Morgan Securities, and Ayco/Goldman Sachs. Outside of her advisory work, she is involved with AZLM LLC and the Capital District Home Care Agency. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital, discretionary model account currently available as an invitation-only pilot for employees. The firm utilizes algorithm-driven risk assessments and delegates portfolio implementation to third-party strategists.

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 at Goldman Sachs Wealth Services with two years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs Ayco since 2024. His prior experience includes roles at Five Star Bank and Northwestern Mutual, as well as positions outside finance at SUNY New Paltz Athletic and Wellness Center and Wegmans Food Markets. Goldman Sachs Wealth Services advises a broad client base including individual investors, executives, plan sponsors, and institutional clients, offering financial planning and portfolio management alongside services such as Private Family Office and Specialized Executive Wealth programs. The firm’s advisory teams use strategic allocation models and proprietary research tools, delivering tailored plans supported by integrated resources across the Goldman Sachs ecosystem.

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) 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.

Dominick Panetta is a CFP® professional with 38 years of industry experience, currently serving at Independent Financial Partners. He has worked with IFP Securities, LLC, Independent Financial Partners, and LPL Financial. Panetta is also the owner of Generations Planning Group, LLC, through which he provides insurance and securities guidance. He serves on the boards of the Guilderland Chamber of Commerce and the Society of Financial Service Professionals, N.E. NY Chapter. Independent Financial Partners is a nationwide firm supporting a network of approximately 261 advisors and manages over $12.5 billion in assets. The firm offers a decentralized advisory model with a focus on retirement-plan advisory and pension consulting services, including ERISA 3(21) and 3(38) capabilities, and partners with National Advisors Trust for directed trustee 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.

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 with Goldman Sachs Wealth Services, holding Series 65 and Series 63 designations and bringing nine years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent six years at The Ayco Company, L.P./Mercer Allied. Goldman Sachs Wealth Services serves a diverse client base including individual investors, executives, plan sponsors, and institutional clients, providing financial planning, portfolio management, and specialized offerings such as Private Family Office and Executive Wealth programs. The firm utilizes strategic allocation models and a range of advisory platforms, supported by resources from across the broader Goldman Sachs organization.

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.

Elizabeth Bauer is a financial advisor with Eagle Strategies (NY Life) based in Albany, NY, holding Series 63 and Series 66 licenses and 15 years of industry experience. She has worked with Eagle Strategies since 2016 and is also associated with The Di Bella Financial Group, LLC. Bauer serves as a board member at Siena College’s Center for Private Wealth Management, assisting in curriculum development for students pursuing careers in financial services. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm offers tailored advice and solutions across multiple program types, with a significant portion of assets managed on a non-discretionary basis.

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 at Key Investment Services LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Key Investment Services since 2016. The firm serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, including wrap-fee advisory, model portfolios, and separately managed accounts. Key Investment Services emphasizes client-directed investment choices supported by non-binding recommendations and ongoing monitoring, while also providing access to third-party discretionary managers and supervisory oversight.