Thomas Mirra is a financial advisor with MAI Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His career includes roles at Global Retirement Partners, LLC; LPL Financial; R F Lafferty & Co. Inc.; and Distribution Partners. He is currently based in Saratoga Springs, NY. MAI Capital Management provides investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base, including high-net-worth individuals, families, sports professionals, trusts, and institutions. The firm offers a range of customized investment strategies and integrates financial planning and related services into many client relationships.

Kimberly Hayes is a financial advisor at Citizens Securities, Inc. with eight years of industry experience. She holds the Series 63 and Series 65 designations and has worked previously at CCO Investment Services and Citizens Bank. Outside of her advisory role, she is also a Notary Public. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs, brokerage, and insurance services. The firm operates both a digital advisory program and a Managed Account program, and it is wholly owned by Citizens Bank, N.A.

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 with Goldman Sachs Wealth Services, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Five Star Bank, Northwestern Mutual, and Ted Clark and Associates, as well as a position at SUNY New Paltz Athletic and Wellness Center. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm employs strategic allocation models and offers services such as Private Family Office and Specialized Executive Wealth programs, leveraging the broader Goldman Sachs ecosystem for integrated financial solutions.

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.

Christopher Knight is a financial advisor with Rockefeller Financial LLC, holding Series 65 and Series 63 credentials and one year of industry experience. His prior work history includes roles at Rockefeller Capital Management, Park Avenue Securities, and Guardian Life Insurance Company. Outside of advising, he has been involved with Lilac Lawn & Landscape LLC. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients, providing portfolio management, financial planning, and consulting. The firm operates as both an investment adviser and a registered broker-dealer, offering a range of discretionary and non-discretionary investment solutions through its integrated platform.

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.

Jonathan Loeck is a Chartered Financial Analyst (CFA®) with 19 years of industry experience. He has been with Goldman Sachs Wealth Services since 2021 and previously worked for 15 years at The AYCO Company, L.P./Mercer Allied. He holds a Series 66 license and is based in Saratoga Springs, NY. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a broad range of clients, including high-net-worth households and institutional clients. The firm leverages centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.

Paul Gugino is a financial advisor at Goldman Sachs Wealth Services with eight years of industry experience. He holds a Series 66 designation and has previously worked at The Ayco Company, L.P./Mercer Allied, Bank of America, and Merrill Lynch. Gugino has also held positions outside of finance, including roles at Russell's Steaks, Chops, and More, Rocky's Big City Games, and Lasertron Joint Ventures. Goldman Sachs Wealth Services serves a wide range of clients, including individual investors, corporate participants, executives, and institutional clients. The firm offers financial planning and portfolio management supported by specialized programs and integrates strategic investment approaches and proprietary research within the larger Goldman Sachs ecosystem.

Cameron Corsi is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked at Vahanian & Associates Financial Planning and OSAIC prior to joining Commonwealth in 2025. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages over $210 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody 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.

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 at Goldman Sachs Wealth Services with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Goldman Sachs & Co. LLC since 2019, previously spending six years at The Ayco Company, L.P./Mercer Allied. Goldman Sachs Wealth Services serves a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm offers comprehensive financial planning and portfolio management, utilizing strategic allocation models and a range of specialized programs, supported by integrated resources across the broader Goldman Sachs ecosystem.

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.

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 with Key Investment Services LLC, holding Series 63 and Series 65 designations and possessing 29 years of industry experience. He has been with Key Investment Services since 2016. Key Investment Services LLC serves individuals—including high-net-worth clients—trusts, estates, small businesses, and corporate clients through a variety of wrap-fee advisory programs, separately managed and unified managed accounts, as well as brokerage and insurance products. The firm emphasizes client-directed investment strategy selection supported by non-binding recommendations and ongoing monitoring, while providing access to third-party discretionary managers and performing regular program oversight.

Jesse Parks IV is a financial advisor at Equity Services, Inc. with three years of industry experience. He holds the Series 63 and Series 66 licenses and has worked previously at Raymond James & Associates, JPMorgan Chase Bank, N.A., and J.P. Morgan Securities. Parks also served in the Army for 21 years prior to his career in financial services. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, utilizing both long-term strategies and shorter-term trading options, and combines broker-dealer activities with SEC-registered investment advisory services.