Joseph Mc Donald is a financial advisor at TSA Management Inc with one year of industry experience. He holds a Series 66 designation and previously worked at Halliday Financial, LLC. Outside of his advisory role, he teaches three doctorate-level online classes annually at Northeastern University. TSA Portfolio Management provides investment supervisory services to individuals, retirement, and institutional accounts, managing a broad mix of securities through discretionary and non-discretionary portfolio management with an emphasis on strategic asset allocation and tax-aware portfolio construction.

Thomas Dingley is a financial advisor with AlphaStar Capital Management and holds the ChFC® designation and Series 63 license. He has 12 years of industry experience and has worked at firms including TJD Financial Planning LLC and Mosaic Wealth Strategies Group Ltd. In addition to advisory services, he is licensed as an independent insurance agent and spends a portion of his professional time providing insurance products. AlphaStar Capital Management manages approximately $1.84 billion for individuals, trusts, small businesses, and other clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, employing both model portfolios and customized strategies that utilize quantitative and tactical approaches.

Wyatt Yennard is a financial advisor at PKS Advisory Services, LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and has worked at Purshe Kaplan Sterling Investments since 2023. Prior to his current role, he held positions across various industries including biosciences, accounting, and logistics. PKS Advisory Services, LLC provides financial planning, consulting, and investment management services to individual clients, trusts, estates, and business entities. The firm manages approximately $905 million in assets and tailors portfolios based on clients’ risk tolerance, time horizon, and objectives using a combination of mutual funds, ETFs, independent managers, and individual securities.

Zachary Mann is a financial advisor with PKS Advisory Services, LLC in Albany, NY. He holds a Series 66 designation and joined the firm in 2026. His prior experience includes roles at PKS Investments, Financial Benefits Group, United Wholesale Mortgage, and The Mather Group, along with several periods of full-time education. PKS Advisory Services, LLC provides financial planning, consulting, and investment management to individuals, trusts, retirement plans, charitable organizations, and other entities. The firm offers tailored portfolio solutions using a variety of investment vehicles and third-party models, managing assets on both discretionary and non-discretionary bases.

George Langdon V is a financial advisor at AlphaStar Capital Management with five years of industry experience. He holds a Series 65 designation and has worked at Crystal Clear Finances, where he also sells life insurance. AlphaStar Capital Management serves individual, corporate, and retirement plan clients by providing discretionary investment management, financial planning, and subadvisory services, utilizing both strategic and tactical portfolio approaches across various asset types. The firm operates at enterprise scale with approximately 135 advisors and $2.5 billion in assets under management.

Joseph Gross is a financial advisor with International Assets Investment Management, LLC and holds a Series 66 designation. He has 24 years of industry experience, including prior roles at Bank of America and Merrill. Gross is also president of Sevenoaks Private Wealth, LLC, a private label entity for financial business. International Assets Investment Management provides advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent investment adviser representatives. The firm emphasizes customized, long-term portfolio construction using a variety of investment vehicles and may utilize third-party money managers and wrap programs.

Mary Daoust is a financial advisor with PKS Advisory Services, LLC in Albany, NY, holding Series 63 and Series 65 licenses and 27 years of industry experience. She has worked with PKS Advisory Services and Purshe Kaplan Sterling Investments since 2010. Her role includes selling fixed and life insurance on an investment-related basis. PKS Advisory Services, LLC provides financial planning, consulting, and investment management to individuals, trusts, retirement plans, charitable organizations, and other entities. The firm uses a client profile to tailor portfolios based on risk tolerance and time horizon, implementing strategies that include mutual funds, ETFs, individual securities, independent managers, model portfolios, and alternative investments.

Pamela Young is a financial advisor at PKS Advisory Services, LLC in Albany, NY, holding Series 63 and Series 66 licenses with 28 years of industry experience. She has been with PKS Advisory Services and Purshe Kaplan Sterling Investments since 2000. In addition to her advisory role, she is an ambassador for Plexus Worldwide, selling health and beauty products. PKS Advisory Services provides financial planning, consulting, and investment management to individuals, trusts, estates, and business entities, managing approximately $905 million in assets for over 4,400 clients. The firm customizes portfolios based on client risk tolerance and objectives, utilizing a mix of mutual funds, ETFs, independent managers, and individual securities.

Timothy Brothers is a financial advisor with United Capital Financial Advisors, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously worked at The Ayco Company, L.P., including its affiliations with Goldman Sachs and Mercer Allied, from 2003 to 2021. Outside of advisory work, he is a member of TJB, LLC, an investment-related real estate holding company. United Capital Financial Advisors serves a broad client base nationwide, including individuals, corporations, retirement plans, and charitable organizations. The firm provides discretionary portfolio management, access to third-party managers, alternative investments, and customized portfolio strategies, supported by proprietary technology and a comprehensive investment policy framework.

James Patrick III is a financial advisor at PKS Advisory Services, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Purshe Kaplan Sterling Investments and Knox Equity Corporation. Outside of his advisory work, he serves on the board of the Country Club of Troy. PKS Advisory Services, LLC provides financial planning, consulting, and investment management to individuals, trusts, retirement plans, charitable organizations, and other entities. The firm tailors portfolios based on client risk tolerance and time horizon, using a range of investment vehicles and third-party managers while managing various operational and conflict-of-interest considerations through established policies.

Eli Cohen is a financial advisor with PKS Advisory Services, LLC in Albany, NY, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, OSAIC, and Equitable Advisors. Outside of finance, he has experience running a food service business, El Taco Shack. PKS Advisory Services, LLC provides financial planning, consulting, and investment management to individuals, trusts, retirement plans, charitable organizations, and other entities. The firm uses tailored portfolios based on client profiles and implements strategies involving mutual funds, ETFs, individual securities, independent managers, model portfolios, and alternative investments.

Robert Chapman is a financial advisor with Goldman Sachs Wealth Services, holding a Series 63 designation and bringing 23 years of industry experience. He previously worked for The Ayco Company, L.P./Mercer Allied Company, L.P. for 20 years before joining Goldman Sachs in 2021. 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 a range of discretionary and non-discretionary managers, offering tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Michael Murray is a financial advisor with Goldman Sachs Wealth Services, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Goldman Sachs since 2003, including his current role since 2021, and previously worked 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 and institutional clients. The firm utilizes centralized investment resources and offers tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Christie Chen is a financial advisor at Goldman Sachs Wealth Services with a Series 66 credential and approximately one year of industry experience. Prior to joining Goldman Sachs, Christie held positions at Brandwein's Bagels, Parker Dewey, and USA Football. Goldman Sachs Wealth Services serves a diverse client base including individual investors, executives, plan sponsors, and institutional clients, providing financial planning and portfolio management alongside specialized wealth programs and access to alternative investments. The firm integrates comprehensive strategic and tactical investment models with a range of fee arrangements and operational tools, supported by the broader Goldman Sachs ecosystem.

Anthony Toffenetti is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Ayco and the New York State Department of Taxation and Finance. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutions. The firm offers comprehensive financial planning and portfolio management, utilizing strategic allocation models and a range of fee arrangements while leveraging resources across the broader Goldman Sachs ecosystem.

Erik Vasquez is a financial advisor at Citizens Securities, Inc. with two years of industry experience. He holds the Series 66 designation and has previously worked at First Republic Bank and Capital One Bank. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering both investment advisory programs and brokerage and insurance services. The firm’s advisory approach includes a digital advisory program using proprietary algorithms as well as a Managed Account program.

Steven Kennedy is a CERTIFIED FINANCIAL PLANNER™ professional with 18 years of industry experience. He has been with Private Advisor Group, LLC since 2016 and previously worked at LPL Financial, TIAA-CREF, Goldman Sachs Wealth Services, and Equitable Advisors. Outside of his advisory role, he is involved with Albany Financial Group, which offers insurance products. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, providing portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm employs a fiduciary-based advisory model that combines client goal assessment with portfolio management and third-party strategist selection, utilizing multiple investment methods and technology platforms.

Nicholas Gallucci is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and four years of industry experience. He has worked at Ayco, a Goldman Sachs affiliate, since 2017 and previously studied at the University of Connecticut. Goldman Sachs Wealth Services supports individual investors, executives, institutional clients, and plan sponsors by providing financial planning, portfolio management, and specialized wealth programs. The firm uses data-driven allocation models and a variety of fee arrangements, leveraging the broader Goldman Sachs ecosystem for investment and advisory capabilities.

William Mack is a financial advisor with PlanMember Securities Corporation and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 35 years of industry experience, including roles at LifePlan Wealth Management Group and a long tenure at PlanMember Securities Corporation since 2008. Mack is also the owner and president of Financial Institutions Services Corporation of America, an insurance marketing services firm. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation approach and manages risk-based mutual fund portfolios, delivering education and support services to plan sponsors and participants.

Riya Dhall is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and beginning her industry career in 2024. Before joining Goldman Sachs, she held positions at S&E Azriliant P.C. and Shankar Ninan Law Firm, and has experience at Crowe LLP and several other organizations. Goldman Sachs Wealth Services advises a diverse client base including individual investors, executives, plan sponsors, and institutional clients. The firm offers financial planning, portfolio management, and specialized services such as Private Family Office and Executive Wealth programs, leveraging integrated resources across the broader Goldman Sachs ecosystem.