Vincent Arcuri Jr. is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation. He has been in the financial industry since 2025, with prior work experience at LPL Financial, Lockheed Martin Corporation, National Grid Corporation, and General Electric Corporation. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based approach that incorporates both proprietary and third-party investment solutions, utilizing multiple strategies and technology platforms to meet client goals.

Thomas Murphy is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Goldman Sachs Wealth Services since 2021. Prior to joining Goldman Sachs, he worked for 18 years 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 individual, high-net-worth, corporate, charitable, and institutional clients. The firm employs centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support, operating within a large integrated financial group with a range of affiliated financial capabilities.

Cory Larmour is a financial advisor at Commonwealth Financial Network with six years of industry experience. He holds the Series 66 designation and has worked at several firms, including LPL Financial, Stratos Wealth Partners, Bank of America, and Merrill. Outside of his advisory role, he is involved in audio production, including producing, mixing, and mastering audio. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, technology, and operational support. The firm offers both discretionary model portfolios and customizable investment solutions, supporting advisors with compliance and practice management.

Noah Koreman is a CFP® and Series 66 registered advisor at Mariner with two years of industry experience. Prior to joining Mariner, he worked at Key Investment Services LLC and KeyBank. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by an internal investment team and external managers, with a notable integration of tax and accounting services uncommon at its enterprise scale.

Keith Fredrickson is a financial advisor with Lincoln Investment, holding a Series 66 designation and over 21 years of industry experience. His career includes roles at Merrill, Bank of America, and currently Lincoln Investment since 2024. Outside of financial advising, he owns several media-related businesses including music production and podcasting ventures focused on guitar lessons, health, self-help, and finance. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a significant emphasis on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment management services, employing both strategic and tactical approaches overseen by an Investment Management & Research team.

Timothy Latchford is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and 11 years of industry experience. Prior to joining Goldman Sachs in 2019, he worked for The AYCO Company, L.P./Mercer Allied for seven years. Outside of his advisory role, he assists part-time with managing operations at The Barn at Lord Howe Valley, an event venue in Ticonderoga, NY. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, corporate participants, and institutional clients. The firm offers a range of services such as Private Family Office programs, Specialized Executive Wealth services, and access to Alternative Investments, leveraging integrated resources across the broader Goldman Sachs organization.

Luke Boughton is a financial advisor at Goldman Sachs Wealth Services with 15 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs since 2021, following a 12-year tenure at The Ayco Company, L.P./Mercer Allied. Outside of his advisory role, he owns and manages an ATM business based in Saratoga Springs, NY. 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 model portfolios, offering tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Kelly Seeley is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services, bringing 19 years of industry experience. Prior to joining Goldman Sachs in 2021, Kelly was self-employed for 20 years and worked at The AYCO Company, L.P./Mercer Allied for 19 years. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base including individuals, high-net-worth households, corporations, and institutions. The firm leverages centralized investment resources and a wide range of affiliated managers to provide tailored wealth management solutions.

Elaine Powell is a financial advisor at Rockefeller Financial LLC with 26 years of industry experience. She holds a Series 63 designation and has worked at Rock & Co LLC and Rockefeller Financial LLC since 2019, following a 21-year tenure 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, and corporations. The firm provides portfolio management, financial planning, and consulting through a Private Advisor model and a consolidated investment platform, and uniquely operates as a registered broker-dealer offering securities transactions, variable insurance products, placement, and investment banking services.

Daniel Pearsall is a financial advisor with Eagle Strategies (NY Life) based in Malta, NY, holding Series 63 and Series 65 licenses. He has seven years of industry experience and has been with Eagle Strategies since 2021. Pearsall is also involved in insurance brokering through his ownership of Post Time Wealth Solutions LLC. Eagle Strategies serves both individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and offers multiple program types, managing a substantial portion of assets on a non-discretionary basis.

Matthew Whalen is a Series 66-licensed financial advisor at Key Investment Services LLC with three years of industry experience. He previously worked at LPL Financial LLC, High Peaks Asset Management, Cadaret, Grant & Co., Inc., and has held roles at the City Mission of Schenectady and Berne Knox Westerlo Central School. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment decisions supported by non-binding recommendations and ongoing monitoring, while providing access to third-party discretionary managers and supervisory oversight.

Cody Hudson is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 credentials. He has one year of experience in the financial services industry, including prior roles at PFS Investments Inc. and Primerica Financial Services. Outside of advising, he has been involved in the sale of loan products and home-related services through affiliated companies. Park Avenue Securities LLC, a wholly owned subsidiary of Guardian Life Insurance Company of America, provides brokerage, financial planning, and retirement consulting services to individuals, pension plans, charitable organizations, and corporate clients. The firm offers a range of advisory programs, including discretionary and non-discretionary models, and integrates proprietary and third-party investment strategies.

Benjamin Zarzycki is a financial advisor with Equity Services, Inc. He holds Series 66 and Series 65 licenses and has 10 years of industry experience. Prior to joining Equity Services in 2021, he worked at Cabot Lodge Securities LLC and Purshe Kaplan Sterling Investments. 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 and frequently utilizes third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.

Cale Van Buren is a financial advisor at Rockefeller Financial LLC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Rockefeller Financial and Rockefeller & Co. since 2021. Prior to that, he spent 15 years at The Ayco Company, L.P./Mercer Allied and one year at Ayco/Goldman Sachs & Co. LLC. 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 services through a Private Advisor model and an integrated investment platform that provides discretionary and non-discretionary solutions across multiple asset classes.

Nicholas Peters is a financial advisor with Rockefeller Financial LLC, holding a Series 66 license and 12 years of industry experience. He previously worked at The AYCO Company, L.P./Mercer Allied from 2013 to 2019 before joining Rockefeller Financial and Rock & Co LLC in 2019. 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 operates as a registered broker-dealer providing securities transactions, variable insurance products, placement, and investment banking services.

Kevin Marin is a financial advisor with Commonwealth Financial Network based in Clifton Park, NY, holding a Series 63 designation and over 30 years of industry experience. He has worked at Raymond James Financial Services and Advisors Insurance Brokers, and has owned Marin Wealth Solutions, Inc., a private entity facilitating securities and advisory business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and managing approximately $213 billion in client assets. The firm provides a variety of managed account programs, third-party asset manager access, and full back-office support including trading and reporting services.

Carissa Morganstein is a financial advisor at Rockefeller Financial LLC with 15 years of industry experience. She holds a Series 66 designation and previously worked at The AYCO Company, L.P./Mercer Allied. She has been with Rockefeller Financial and its affiliate Rock & Co LLC since 2019. 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 services, and operates as a registered broker-dealer providing a broad range of investment and placement services through an integrated platform.

Jessica Niles is a Series 66-licensed financial advisor with 12 years of industry experience. She has been with Janney Montgomery Scott since 2015. Outside of her advisory role, she serves as a board member for The Saratoga Institute, a nonprofit supporting organizations in their early stages, and Wellspring, a nonprofit focused on ending relationship and sexual abuse. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients, including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage services, financial planning, and various advisory programs.

Kevin Eberz is a financial advisor with Key Investment Services LLC in Schenectady, NY, holding Series 63 and Series 66 designations and 15 years of industry experience. He has been with Key Investment Services LLC and KeyBank since 2016. Key Investment Services LLC provides advisory and brokerage services to individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee programs, managed accounts, and affiliated brokerage and insurance products. The firm emphasizes client-directed investment strategies and performs ongoing due diligence and oversight of third-party advisory products.

Keven Donohue is a financial advisor at Rockefeller Financial LLC with 12 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at The AYCO Company, L.P./Mercer Allied from 2016 to 2020. 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 operates as a registered broker-dealer offering securities transactions, variable insurance products, and placement and investment banking services.