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 financial advisor at Rockefeller Financial LLC with 10 years of industry experience and holds a Series 66 designation. She has worked at Rockefeller Financial since 2019 and previously at The Ayco Company, L.P./Mercer Allied from 2014 to 2019. 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, and investment banking services.

Michelle Matan is a Series 66 credentialed advisor with Rockefeller Financial LLC, based in Saratoga Springs, NY, and has 14 years of industry experience. Prior to joining Rockefeller in 2020, she worked at Bank of America and Merrill from 2014 to 2020. 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, brokerage services, and access to alternative investments.

Daniel Hardwick is a financial advisor at Rockefeller Financial LLC with one year of industry experience. He holds a Series 66 designation and has worked at Rockefeller Capital Management since 2025. His prior roles include positions 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 a range of portfolio management, financial planning, and consulting services, operating both as an investment advisor and a registered broker-dealer with integrated offerings across equities, fixed income, and alternatives.

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.

Jose Segura is a financial advisor with Primerica Advisors in Latham, NY, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Primerica Advisors and Guardian Life Insurance Co of America since 2013. Outside of his advisory role, he assists dental organizations with strategic business discussions through Segura Strategic Advisors, LLC. Primerica Advisors operates as part of Park Avenue Securities LLC, serving a broad retail client base including individual and high-net-worth investors with a range of brokerage and advisory services. The firm offers multiple proprietary advisory programs and utilizes a combination of proprietary and third-party investment solutions.

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.

Christopher Hunt is a financial advisor at Key Investment Services LLC with 25 years of industry experience. He holds Series 63 and Series 66 designations and has been with Key Investment Services since 2013. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee advisory programs, model portfolios, and managed accounts. The firm emphasizes client direction in model selection and provides oversight and due diligence on third-party advisory products while operating within the KeyCorp group.

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.

Mark Grosky is a financial advisor with Kestra Advisory Services, holding a Series 66 designation and over 21 years of industry experience. He is also the owner and managing partner of Grosky Law Firm, where he has practiced law for more than 30 years. In addition to his advisory role, Grosky is involved in several business activities, including ownership and development within the real estate sector. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design and compliance, and employee education, supporting investments with due diligence and utilizing multiple management platforms and third-party solutions.

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.

Deborah Collins is an investment adviser representative at Voya Financial Advisors, Inc. with 21 years of industry experience. She has previously worked at Empire State Wealth Management, Manning & Napier Investor Services, Inc., and Healthcare Community Securities Corp. Collins also serves as a trustee for an irrevocable family trust. Voya Financial Advisors, Inc. serves a diverse client base including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides financial planning, portfolio management, wrap programs, and plan-sponsor consulting, primarily through non-discretionary, recommendation-based advisory relationships.

Piotr Skladzinski is a financial advisor at GWN Securities Inc. with 45 years of industry experience. He has been with GWN Securities since 2005. Outside of his advisory role, he works as an insurance broker specializing in life, health, and long-term care insurance. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm manages approximately $3.65 billion across more than 37,000 client accounts and offers a range of investment programs including both traditional asset allocation and legacy market-timing strategies.

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.