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.

Herbert Perkins III is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 22 years of industry experience. His career includes five years at Goldman Sachs & Co. LLC and sixteen years at The AYCO Company, L.P./Mercer Allied prior to joining Commonwealth Financial Network. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that serves a national network of nearly 2,900 advisors and manages approximately $213 billion in client assets. The firm provides a range of managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Raynard Gagnon Jr. is a financial advisor with Eagle Strategies (NY Life) holding Series 63 and Series 66 licenses and two years of industry experience. Prior to his current role, he worked with JDog Junk Removal for seven years and spent time at York St John University. Eagle Strategies serves a broad client base including individual investors and institutional sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm provides a variety of program types and emphasizes tailored recommendations, with most assets managed on a non-discretionary basis.

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.

James Schaible Jr. is a financial advisor at Key Investment Services LLC with five years of industry experience. He holds the Series 66 designation and has worked at several firms including TD Private Client Wealth LLC, RBC Capital Markets, and LPL Financial. His current role at Key Investment Services LLC began in 2024. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through wrap-fee advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed model selection with ongoing monitoring and due diligence, operating within the KeyCorp group alongside affiliated banking and capital markets entities.

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 Series 66 licensed financial advisor with six years of industry experience, currently with Goldman Sachs Wealth Services since 2021. Prior to joining Goldman Sachs, he worked at The Ayco Company, L.P./Mercer Allied from 2019 to 2021. Goldman Sachs Wealth Services serves a broad client base, including individual investors, corporate participants, executives, and institutional clients. The firm provides financial planning, portfolio management, and specialized wealth programs, leveraging strategic allocation models and both proprietary and third-party analytics across various fee arrangements and platforms.

Dominick Panetta is a Certified Financial Planner (CFP®) with 38 years of industry experience, currently serving at Independent Financial Partners. His career includes roles at IFP Securities, LLC and LPL Financial. Panetta is also involved in community organizations, holding board positions with the Guilderland Chamber of Commerce and the Society of Financial Service Professionals, Northeast New York Chapter. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving a wide range of clients, offering decentralized investment strategies alongside centralized asset management and specialized retirement-plan consulting 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.

Stephen Krakower is a financial advisor with Janney Montgomery Scott, holding a Series 66 designation and 14 years of industry experience. His career includes roles at Wells Fargo Clearing and Wells Fargo Advisors before joining Janney in 2020. Janney Montgomery Scott LLC manages approximately $110 billion in client assets and serves a diverse clientele including individuals, families, trusts, corporate sponsors, and municipal clients. The firm offers a range of brokerage, financial planning, and advisory services through both in-house and third-party portfolio management.

Quinton Rose is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Ayco Goldman Sachs, Aureus Medical, and the University of Rochester Strong Memorial Hospital. Goldman Sachs Wealth Services serves a broad range of clients, including individual investors across wealth segments, corporate participants, executives, and institutional clients. The firm offers financial planning and portfolio management tailored to client objectives, supported by strategic allocation models, specialized programs, and access to alternative investments within the broader Goldman Sachs ecosystem.

Michael Blair is a financial advisor at Goldman Sachs Wealth Services with 10 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at Goldman Sachs & Co. LLC since 2019, following six years at The Ayco Company, L.P./Mercer Allied. 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 offers tailored strategies supported by proprietary research and integrates capabilities from across Goldman Sachs affiliates to deliver a broad range of wealth management services.

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.

Elizabeth Bauer is a financial advisor with Eagle Strategies (NY Life) in Albany, NY, holding Series 63 and Series 66 credentials and 15 years of industry experience. She has been associated with Eagle Strategies since 2016 and also operates The Bauer Financial Group. Bauer serves as a board member for Siena College’s Center for Private Wealth Management, advising on curriculum development for students pursuing careers in financial services. Eagle Strategies serves individual and institutional clients through a broad network of affiliated advisers, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

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.

Jesse Parks IV is a financial advisor at Equity Services, Inc. with three years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at Raymond James & Associates, JPMorgan Chase Bank, N.A., and J.P. Morgan Securities, as well as 21 years of service in the U.S. Army. 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 with a focus on long-term strategies and combines in-house and third-party asset management.

Pamm Kuhl is a financial advisor with Commonwealth Financial Network and holds a Series 66 designation. She has 22 years of industry experience and has worked at James E. Weiss, Inc. since 1983. In addition to her advisory work, she is involved in tax preparation through Advanced Group Tax Services, LLC. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and back-office support including operations, trading, technology, and compliance.

Matthew Tebaldi is a financial advisor with Goldman Sachs Wealth Services, holding Series 63 and Series 66 licenses and six years of industry experience. He has worked at Goldman Sachs since 2021 and previously held positions at The Ayco Company, L.P./Mercer Allied and Ballston Spa National Bank. 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 offers tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Louis Dangelo is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and five years of industry experience. His background includes roles at LPL Financial, Anheuser-Busch InBev, and Ernst & Young. He is based in Albany, NY. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, utilizing numerous investment strategies and technology platforms, and offers access to both proprietary and third-party managed account solutions.