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 at Rockefeller Financial LLC with Series 63 and Series 66 designations and one year of industry experience. She previously worked at LaSalle Investment Management Distributors, LLC and has held various roles outside the financial sector including positions at Elmhurst-Yorkfield Food Pantry and Positano Ristorante. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, and corporations, offering portfolio management, financial planning, and consulting through a Private Advisor model and a consolidated investment platform. The firm operates as a registered broker-dealer and provides access to alternative investments, trust and insurance services, and an asset management platform.

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. He holds Series 63 and Series 65 credentials and has 30 years of industry experience. He has been with Voya Financial Partners and VOYA Financial Advisors since 2014. VOYA Financial Advisors, Inc. provides financial planning, portfolio management, retirement-plan and IRA advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm uses a combination of in-house and external strategists with technology-enabled tools to deliver personalized investment recommendations, operating both as an SEC-registered investment adviser and a FINRA-member broker-dealer.

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 with VOYA Financial Advisors, Inc., holding a Series 63 designation and bringing 12 years of industry experience. He has been with VOYA Financial Advisors since 2014. Outside of his advisory role, Yates owns a business producing and selling honey and maple syrup. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial, offering financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm combines in-house and external strategists with technology-enabled tools to deliver both discretionary and non-discretionary management, serving clients through a large network of representatives and a broad product shelf.

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® and holds a Series 66 license with six 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 and First Republic Investment Management, as well as FactSet Research Systems. 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 combination of discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer providing a range of investment and placement 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.

Jeffrey Vahanian is a CFP® professional with 38 years of industry experience, currently affiliated with Commonwealth Financial Network since 2025. He previously worked at OSAIC for 36 years and has longstanding experience with Vahanian & Associates Financial Planning Inc., which he owns. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a nationwide network of nearly 2,900 advisors and managing approximately $212.7 billion in client assets, offering a wide range of managed account programs, third-party asset management access, and custody services.

Barry Bruno is a financial advisor with Eagle Strategies (NY Life) in Saratoga Springs, NY, holding the ChFC® designation and Series 63 license. He has 34 years of industry experience and has been with Eagle Strategies since 2017. He also operates Bruno & Bruno Financial Services, LLC, through which he sells New York Life products and brokers non-registered insurance products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a significant portion of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Matthew Gallup is a financial advisor at Rockefeller Financial LLC with seven years of industry experience. He holds a Series 66 designation and has worked at firms including KPMG LLP and The Ayco Company, L.P./Mercer Allied. His current tenure includes roles at Rockefeller Financial LLC and Rockefeller Capital Management. 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, combining a Private Advisor model with an integrated investment platform that includes equities, fixed income, and alternatives.

Alan Bogatch is a CFP® with 38 years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott. He has a longstanding background at Morgan Stanley Private Bank, where he worked for a decade before joining Janney. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse clientele including individuals, families, trusts, estates, and institutional sponsors, offering a range of brokerage, financial planning, and advisory services through multiple wrap programs and centralized asset management.