Keith Fredrickson is a financial advisor with Lincoln Investment and holds the Series 66 designation. He has 21 years of industry experience, including a decade at Bank of America, N.A. Prior to Lincoln Investment, he worked at Capital Analysts. Outside of his advisory role, Fredrickson owns multiple media-related businesses, including a music production company and several podcasts, as well as a guitar lesson website. Lincoln Investment serves individuals, charitable organizations, businesses, and retirement plan participants, focusing on educators and 403(b)/457(b) plans. The firm offers a range of financial planning and investment management services, combining in-house and third-party strategies with both strategic and tactical approaches.

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.

Daniel Buff 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, following roles at The Ayco Company, L.P./Mercer Allied and LinguaLinx Language Solutions Inc. Buff is also affiliated with Siena College. Goldman Sachs Wealth Services provides comprehensive financial planning and investment management to a diverse client base, utilizing centralized investment resources and a range of discretionary and non-discretionary managers. The firm offers tailored solutions for individual, corporate, and institutional clients, leveraging its position within a large integrated financial group.

Elaine Powell is a financial advisor with Rockefeller Financial LLC, holding a Series 63 designation and 25 years of industry experience. She has worked at Rockefeller Financial and Rock & Co 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, retirement plans, foundations, and corporations. The firm combines discretionary and non-discretionary portfolio management with financial planning, consulting, and broker-dealer services, offering a comprehensive investment platform through its Private Advisor model and Rockefeller Global Investment Management solution.

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 the Series 63 and Series 66 designations. His prior experience includes roles at Ayco/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 provides discretionary and non-discretionary portfolio management, financial planning, and consulting services, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and placement and investment banking services.

Nicholas Peters is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and 12 years of industry experience. He previously worked at The AYCO Company, L.P./Mercer Allied from 2013 to 2019 before joining Rockefeller Financial and Rock & Co LLC in 2019. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, and corporations. The firm offers a range of portfolio management and financial planning services and operates as a registered broker-dealer, providing investment banking and placement services through an integrated investment platform.

Kevin Marin is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and over 31 years of industry experience. He has worked with Raymond James Financial Services and Advisors Insurance Brokers in prior roles and is the owner and president of Marin Wealth Solutions, Inc. Commonwealth Financial Network serves a national network of advisors and their clients, providing a range of advisory programs and services including wealth management and retirement plan consulting. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

Carissa Morganstein is a financial advisor at Rockefeller Financial LLC with 14 years of industry experience. She holds a Series 66 designation and previously worked at The AYCO Company, L.P./Mercer Allied before joining Rockefeller Financial and Rock & Co LLC in 2019. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans with wealth management, financial planning, portfolio management, and retirement plan consulting. The firm offers integrated services through affiliated trust and insurance entities, providing clients access to a range of investment strategies, including alternative and private investments.

Jessica Niles is a Series 66-licensed financial advisor with 12 years of industry experience. She has been with Janney Montgomery Scott since 2015. Outside of her advisory role, she serves as a board member for The Saratoga Institute, a nonprofit supporting organizations in their early stages, and Wellspring, a nonprofit focused on ending relationship and sexual abuse. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients, including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage services, financial planning, and various advisory programs.

Keven Donohue is a financial advisor at Rockefeller Financial LLC with 12 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Rockefeller Financial since 2020, following four years at The AYCO Company, L.P./Mercer Allied. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, and institutional clients through discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm operates as both a registered investment adviser and broker-dealer, offering integrated investment solutions and alternative investment placement services.

Stephen Cardinal is a financial advisor with Eagle Strategies (New York Life) located in Malta, NY. He holds Series 63 and Series 66 licenses and has four years of industry experience. His prior work includes roles at Waterfall Asset Management and HBMJ Consulting. Cardinal operates Post Time Wealth Solutions LLC, which sells New York Life products and brokers non-registered insurance products. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored recommendations and provides advisory services linked to insurance and annuity products, primarily managing assets on a non-discretionary basis.

Raymond Bryan is a financial advisor at Rockefeller Capital Management with 13 years of industry experience. His prior roles include positions at Janney Montgomery Scott and Wells Fargo Advisors. Outside of finance, he serves on the board of a nonprofit Broadway incubator and the Saratoga Senior Center, and acts as a judge and mentor for a business plan competition at Skidmore College. Rockefeller Capital Management is an enterprise firm with 157 advisors, providing wealth management services to a broad client base.

Nelson Darling IV is a financial advisor at Rockefeller Financial LLC with a Series 66 credential and one year of industry experience. Prior to joining Rockefeller Financial LLC, he was affiliated with Rockefeller Capital Management and has experience in educational and community organizations, including roles at the University at Buffalo and the Jewish Community Center of Greater Buffalo. 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 uniquely as both a registered investment adviser and broker-dealer.

Randolph Altavilla is a financial advisor with Commonwealth Financial Network, holding the ChFC® and Series 63 designations and bringing 43 years of industry experience. His career includes roles at Novus Wealth Strategies, Mass Mutual Investors Services, MassMutual Life Insurance Company, and Metropolitan Life Insurance Company. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and hundreds of thousands of clients. The firm provides a comprehensive adviser-support platform, including managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Michael Giacco is a financial advisor at Rockefeller Financial LLC with eight years of industry experience. He holds Series 66 and Series 63 licenses and has worked previously at Eaton Vance Distributors, Inc. and State Street. 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 provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and placement and investment banking services.

Luke Saddlemire is a CFP® with five years of industry experience, currently serving as a financial advisor at Rockefeller Financial LLC. His prior experience includes roles at Janney Montgomery Scott, Principal Life Insurance Company, and Purshe Kaplan Sterling Investments. He is also a Notary Public for the State of New York. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm offers integrated services through affiliated trust and insurance entities, with access to alternative and private investments, and operates under a recapitalized ownership structure that includes significant institutional minority owners.

Laura Donovan is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and eight years of industry experience. Her prior roles include positions at Honor, Townsend & Kent LLC, Penn Mutual Life Insurance Company, Equity Services Inc, and National Life Group. She is also involved in a political campaign for the position of Ulster County Legislator. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors, providing advisory programs, wealth management, and retirement plan consulting. The firm offers a range of investment solutions and operational support, allowing advisors discretion in portfolio construction alongside model portfolios managed by Commonwealth’s Investment Management and Research team.