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Douglas K

Series 63, Series 65

San Diego, CA

Equitable Advisors

Douglas Karney is a financial advisor at Equitable Advisors with 31 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. Karney holds the Series 63 and Series 65 licenses. He is also a trustee of a personal family trust shared with his spouse. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients, offering financial planning, retirement plan consulting, and various asset-management programs. The firm’s approach includes matching clients to program models or discretionary managers, often utilizing third-party asset managers and LPL-sponsored advisory programs.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Jack M

Series 66

Malta, NY

Equitable Advisors

Jack Miller is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he held various roles in education, retail, and small business sectors. Outside of advising, his background includes work in community-focused and entrepreneurial activities. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset management through a network of advisors, utilizing both proprietary programs and third-party asset managers.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Christopher R

Series 63, Series 65

Greenville, SC

Equitable Advisors

Christopher Rowe is a financial advisor with Equitable Advisors in Greenville, SC, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He previously worked at DLJ Inc. and Axa Advisors, LLC, and spent over a decade at Holy Smoke Studios before focusing fully on financial advising. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, institutions, and charitable organizations, utilizing a range of firm-offered and third-party advisory programs.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Michael P

Series 63, Series 65

Seattle, WA

Equitable Advisors

Michael Phillips is a financial advisor with Equitable Advisors in Seattle, WA, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has been with Equitable Advisors since 2012 and previously worked at Axa Advisors, LLC. He serves as a board member of the LeMay Americas Car Museum. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers a range of advisory programs through a network of Investment Adviser Representatives, utilizing both firm-offered and third-party solutions.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Michael B

Series 66

San Francisco, CA

Equitable Advisors

Michael Bartolozzi is a financial advisor at Equitable Advisors with two years of industry experience. He holds the Series 66 designation and has prior work experience with La Crema Winery, Moss Adams, and United Parcel Service. Outside of advising, he is involved as a beverage server and estate host at La Crema Winery. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by offering financial planning, retirement plan consulting, and various asset-management programs. The firm’s advisory approach includes matching clients to program models or discretionary managers, utilizing third-party asset managers and LPL-sponsored programs.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Thomas C

Series 66

Melville, NY

Equitable Advisors

Thomas Curry is a financial advisor at Equitable Advisors with one year of industry experience. He holds the Series 66 designation. Prior to joining Equitable Advisors, his background includes multiple roles with the Village of Mineola and academic experience at Fairfield University. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients, providing financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives. The firm utilizes third-party program sponsors and offers a range of investment products including mutual funds, ETFs, separately managed accounts, and select alternative investments.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Brandon S

Series 66

Truckee, CA

Equitable Advisors

Brandon Strong is a financial advisor with Equitable Advisors in Truckee, CA, holding a Series 66 designation and 23 years of industry experience. He has worked at Equitable Advisors since 2011 and previously held roles at Axa Advisors, Valic Financial Advisors, MetLife Investment Fund Services LLC, and Morgan Stanley DW Inc. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and asset-management programs. The firm uses a variety of advisory models implemented through third-party managers and affiliates, offering mutual funds, ETFs, separately managed accounts, and alternative investments.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Thomas B

Series 66

New York, NY

Equitable Advisors

Thomas Bentley is a financial advisor with Equitable Advisors in New York, NY, holding a Series 66 designation and approximately one year of industry experience. His prior roles include positions in diverse fields such as offshore fishing and collegiate athletics. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm delivers advice through its network of Investment Adviser Representatives, offering access to a variety of third-party asset managers, advisory programs, and investment products.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Adriana E

Series 63, Series 65

San Antonio, TX

Equitable Advisors

Adriana Espinoza is a financial advisor at Equitable Advisors in San Antonio, TX, holding Series 63 and Series 65 licenses with four years of industry experience. Prior to joining Equitable Advisors in 2022, she worked in various roles including tutoring and positions at IDEA Public Schools and USAA. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and asset management services through a network of Investment Adviser Representatives. The firm utilizes multiple advisory models, including third-party program sponsors and LPL-sponsored platforms, offering a range of investment options from mutual funds to alternative investments.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Richard V

Series 63, Series 65

Jersey City, NJ

Equitable Advisors

Richard Vetter is an advisor with Equitable Advisors in Jersey City, NJ, holding Series 63 and Series 65 licenses and three years of industry experience. His background includes roles at New York's Finest and academic positions at Binghamton University and St. Francis Preparatory High School. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs. The firm utilizes model portfolios and third-party asset managers while providing ERISA fiduciary services through credentialed representatives.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Randy A

Series 63, Series 65

Springfield, IL

Equitable Advisors

Randy Armstrong is a financial advisor with Equitable Advisors in Springfield, IL, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Outside of his advisory work, Armstrong serves as treasurer on the Trevi Gardens Homeowners Association board and is a partner in a business partnership. Equitable Advisors serves a wide range of clients including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm utilizes a network of Investment Adviser Representatives and third-party asset managers to deliver tailored investment solutions without sponsoring its own wrap fee programs.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Matthieu B

Series 66

Bellevue, WA

Equitable Advisors

Matthieu Braem is a financial advisor with Equitable Advisors in Bellevue, WA, holding a Series 66 designation and two years of industry experience. Prior to his financial advisory role, he has been involved in professional and private soccer training activities, including playing for the Tacoma Stars in the Major Arena Soccer League and owning Frenchy Elite Football, a private soccer training business. He is also affiliated with the French-American Chamber of Commerce in Seattle. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, charitable organizations, and institutional clients. The firm utilizes a variety of advisory models delivered through its network of Investment Adviser Representatives and third-party asset managers.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Steven F

Series 65, Series 66

Katy, TX

Equitable Advisors

Steven Flodder is a financial advisor with Equitable Advisors in Katy, TX, holding Series 65 and Series 66 licenses and 27 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Outside of his advisory role, he has served as chairman of the board for the Katy Family YMCA and is a co-owner of FFG Capital, involved in land development and leasing. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, charitable organizations, and institutional clients. The firm uses a range of investment programs and third-party asset managers, delivering advice through a network of Investment Adviser Representatives.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Jack A

Series 63, Series 66

Corpus Christi, TX

Equitable Advisors

Jack Adams is a financial advisor at Equitable Advisors with three years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Equitable Advisors, his work history includes roles at Tilson Homes, Watts Guerra LLP, and Texas Tech University. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs using both proprietary and third-party solutions.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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David V

Series 63, Series 65

Miami, FL

Equitable Advisors

David Villavicencio is a financial advisor at Equitable Advisors with one year of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing, Wells Fargo Bank, and Regions Financial Corp prior to joining his current firm. Outside of financial services, he has been involved with Artistic Custom Woods LLC since 2017. Equitable Advisors serves individual clients ranging from non–high-net-worth to high-net-worth, as well as pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Joseph T

Series 66

Erie, PA

Equitable Advisors

Joseph Taylor is a financial advisor with Equitable Advisors in Erie, PA, holding a Series 66 designation and one year of industry experience. His prior experience includes roles at Quest Global and Akkodis, as well as military service in the US Army. Equitable Advisors serves a broad client base ranging from individuals to institutional clients, providing financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives and third-party sponsors.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Marshall M

Series 66

Oak Brook, IL

Equitable Advisors

Marshall Mc Donnell is a Series 66 credentialed financial advisor with Equitable Advisors, based in Oak Brook, IL. He has three years of industry experience, including previous roles at State Farm and teaching positions at University of St Francis and Joliet Junior College. Outside of his advisory work, he conducts private baseball coaching lessons. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to a diverse client base including individuals, pension plans, corporations, and nonprofits. The firm utilizes a range of third-party advisory programs and asset managers, offering mutual funds, ETFs, separately managed accounts, and select alternative investments through a network of Investment Adviser Representatives.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Sarah C

Series 66

Jacksonville, FL

Equitable Advisors

Sarah Cahan is a financial advisor with Equitable Advisors in Jacksonville, FL. She holds a Series 66 designation and has one year of experience in the industry. Prior to joining Equitable Advisors in 2026, she worked at several insurance and property casualty firms, including Kelly White & Associates Insurance LLC and State Farm. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and asset management programs. The firm delivers advice through a network of Investment Adviser Representatives and utilizes various third-party advisory models and programs.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Preston T

Series 66

Fleming Island, FL

Equitable Advisors

Preston Turner is a financial advisor with Equitable Advisors, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Kylee Media LLC and Starbucks. Equitable Advisors serves a broad client base, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset management programs. The firm delivers services through a network of Investment Adviser Representatives and utilizes third-party asset managers and advisory programs for portfolio implementation.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Matthew B

Series 66

Erie, PA

Equitable Advisors

Matthew Bengel is a financial advisor with Equitable Advisors, holding a Series 66 credential and eight years of industry experience. He has worked at Equitable Advisors since 2018 and previously at AXA Advisors from 2018 to 2020. Outside of his advisory role, he serves as an administrator or executor of estates and as a trustee of trusts for family and non-family members. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations with financial planning, retirement consulting, and asset-management programs. The firm utilizes a network of Investment Adviser Representatives and offers a variety of advisory models, including third-party Managed Account Programs, without sponsoring its own wrap fee program.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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