Luke Saddlemire is a Certified Financial Planner® with five years of industry experience. He is currently with Rockefeller Financial LLC and Rockefeller Capital Management, having joined in 2025. Prior to this, he worked at Janney Montgomery Scott and Principal Life Insurance Company, among other firms. He is also a Notary Public for the State of New York, performing notarial acts without charge. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and investment banking services. Its Private Advisor model and integrated investment platform deliver a range of portfolio management and advisory solutions across asset classes.

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.

Bonnie Boyce is a CFP® with 39 years of experience in the financial industry. She is currently with Commonwealth Financial Network and has a long tenure with Vahanian & Associates Financial Planning since 1992. Additionally, she is involved in fixed insurance sales as part of her business activities. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and services alongside operational, trading, technology, investment management, compliance, and practice-management support.

Mary Querbes is a financial advisor with Voya Financial Advisors, Inc. and holds the Series 66 designation. She has 18 years of industry experience and has worked at Empire State Wealth Management and Lincoln Financial. Outside of advising, she assists with recruiting for an IT-focused firm and supports sales and marketing activities at Empire State Wealth Management. Voya Financial Advisors, Inc. serves a diverse client base including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers financial planning, portfolio management, and plan-sponsor consulting through various program structures, primarily providing non-discretionary recommendations rather than discretionary management.

Heather Hudson is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and 14 years of industry experience. She has worked with Ayco/Goldman Sachs & Co. LLC since 2011, including a decade at The AYCO Company, L.P./Mercer Allied prior to its integration with Goldman Sachs. 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 model portfolios, providing tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Gregory Beaulieu Jr. is a financial advisor with Commonwealth Financial Network and holds a Series 66 designation. He has one year of industry experience, including prior roles at Northwestern Mutual Investment Services LLC and several other firms. 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 their clients. The firm offers a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and a variety of investment options.

Christopher Sutton is a Series 66-licensed financial advisor with nine years of industry experience, currently working at Goldman Sachs Wealth Services since 2021. His prior roles include positions at The Ayco Company, Northwestern Mutual, Lyft, and Uber. 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 proprietary analytics, integrating resources across the Goldman Sachs ecosystem to provide tailored investment solutions.

Steven Celeste is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and eight years of industry experience. He has worked at Rockefeller Financial since 2019 and previously held roles at Rock & Co LLC and The Ayco Company, L.P./Mercer Allied. Before entering the financial services industry, he was employed at Binghamton University for six 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 provides discretionary and non-discretionary portfolio management, financial planning, and consulting, while also operating as a registered broker-dealer with capabilities in securities transactions, variable insurance products, placement, and investment banking services.

Lilli Sisler is a financial advisor with Rockefeller Financial LLC based in Saratoga Springs, NY, holding Series 66 and Series 63 designations. She joined Rockefeller in 2026 and previously worked at LaSalle Investment Management Distributors, LLC. Outside of finance, her background includes roles in the food service and retail sectors as well as volunteer work with a local food pantry. 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 discretionary and non-discretionary portfolio management, financial planning, and consulting, and uniquely operates as a registered broker-dealer providing securities transactions, variable insurance products, and placement and investment banking services.

Bernard Mc Call Jr. is a financial advisor at Rockefeller Financial LLC with 10 years of industry experience. He holds a Series 66 designation and has 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 offers discretionary and non-discretionary portfolio management, financial planning, consulting, and also operates as a registered broker-dealer providing securities transactions, variable insurance products, and investment banking services.

Michael Pelella is a financial advisor with Equity Services, Inc. holding a Series 66 designation and 16 years of industry experience. He has been with Equity Services and National Life Group/NPA Financial since 2012. Outside of his advisory role, he serves as CFO of the Saratoga Rugby Football Club, an organization focused on growing rugby in the Capital Region. Equity Services, Inc., operating as ESI Financial Advisors, offers financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm utilizes multiple advisory platforms, including third-party asset managers, and provides both discretionary and non-discretionary investment programs.

Antonio Quezada is a financial advisor at Rockefeller Financial LLC with seven years of industry experience. He holds the Series 66 designation and has worked previously at Goldman Sachs & Co. LLC and The AYCO Company, L.P./Mercer Allied. Outside of his advisory role, Quezada serves as a basketball referee for the International Association of Approved Basketball Officials. 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, and consulting, operating as a registered broker-dealer with capabilities in securities transactions, insurance products, and investment banking services through its Private Advisor model and consolidated investment platform.

Mark Jackowitz is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 65 credentials and 30 years of industry experience. He has worked with Voya Financial Partners and VOYA Financial Advisors since 2014. Outside of his advisory role, he is involved in the sale and service of a Health Reimbursement Arrangement product. VOYA Financial Advisors, Inc. serves a diverse client base including individuals, institutions, retirement plan sponsors, and high-net-worth clients. The firm provides financial planning, portfolio management, and various advisory programs, emphasizing recommendation-based, non-discretionary management alongside some commission-based product offerings.

Mikayla Brunell is a financial advisor at Rockefeller Financial LLC with two years of industry experience. She holds a Series 66 designation and has previously worked at Northwestern Mutual and held various roles in educational institutions. 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 portfolio management, financial planning, consulting, and operates as a registered broker-dealer offering a broad range of investment and placement services through its Private Advisor model and the Rockefeller Global Investment Management platform.

Isabelle Kuzmich is a financial advisor at Rockefeller Financial LLC with a Series 66 designation and two years of industry experience. Prior to joining Rockefeller Financial in 2022, she held roles at Ultimus Leverpoint Private Fund Solutions, Trustco Bank, and other organizations. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients and corporations. The firm provides portfolio management, financial planning, and consulting services through a Private Advisor model and a consolidated investment platform that includes discretionary and non-discretionary solutions across multiple asset classes.

Christopher Yates is a financial advisor at Voya Financial Advisors, Inc. with 12 years of industry experience. He holds a Series 63 designation and has been with Voya Financial Advisors since 2014. Outside of his advisory role, he owns Maple Rock Farm, a business that produces and sells honey and maple syrup. Voya Financial Advisors, Inc. serves a diverse client base including individuals, institutions, and retirement plan sponsors. The firm provides a range of advisory services through various program structures, emphasizing non-discretionary recommendations and maintaining dual registration as both an investment adviser and broker-dealer.

Erik Rayno is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and eight years of industry experience. He has worked at Goldman Sachs since 2017, including five years with Goldman Sachs & Co. LLC, and previously at The Ayco Company, L.P./Mercer Allied. Goldman Sachs Wealth Services serves a broad client base, including individual investors, executives, plan sponsors, and institutional clients, providing financial planning, portfolio management, and specialized wealth programs. The firm integrates resources from across the Goldman Sachs ecosystem to tailor strategies and deliver comprehensive advisory solutions.

Elaine Sillery is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and 15 years of industry experience. She previously worked at Ayco/Goldman Sachs & Co. LLC for one year and The AYCO Company, L.P./Mercer Allied for eleven 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 provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and uniquely operates as a registered broker-dealer offering securities transactions, variable insurance products, and investment banking services.

Emily Whooley is a CFP® with five years of industry experience. She is currently with Rockefeller Financial LLC and ROCKEFELLER Capital Management, having joined in 2023. Her prior experience includes roles at First Republic Securities Company, First Republic Investment Management, and FactSet Research Systems. Rockefeller Financial LLC serves 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, consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, placement, and investment banking services.

Keelye St. John is a financial advisor at Rockefeller Financial LLC with 11 years of industry experience. She holds a Series 66 designation and has worked at Rockefeller Financial LLC and Rock & Co LLC since 2020, following six years 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 portfolio management, financial planning, and consulting with broker-dealer activities, offering a range of investment solutions through its Private Advisor model and consolidated investment platform.