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Leanna H

Series 66

Rochester, MN

Equitable Advisors

Leanna Hain is a Series 66-registered financial advisor with Equitable Advisors in Rochester, MN, bringing two years of industry experience. She has been associated with Equitable Advisors since 2024 and previously worked with Kevin Banitt beginning in 2015. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, corporations, pension and profit-sharing plans, charitable organizations, and other institutional clients. The firm offers a variety of advisory models through third-party programs and discretionary managers, covering 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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Leah K

Series 66

Sioux Falls, SD

Equitable Advisors

Leah Kerwin is a financial advisor with Equitable Advisors, holding a Series 66 credential and bringing 26 years of industry experience. She was previously with Thomas S Voorhees for 24 years before joining Equitable Advisors. Outside of her advisory role, she serves as a board member for Calm Waters Veterans Retreat Center. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of advisory programs and third-party asset managers, focusing on client risk assessment and tailored 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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Jonathon S

Series 66

Fort Myers, FL

Equitable Advisors

Jonathon Skalmusky is a financial advisor with Equitable Advisors in Fort Myers, FL, holding a Series 66 designation and seven years of industry experience. He has worked at Equitable Advisors since 2018 and previously held positions at AXA Advisors, Commonwealth, Spectrum, and Mattress Firm. 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 through a network of Investment Adviser Representatives and third-party 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 D

Series 66

Secaucus, NJ

Equitable Advisors

Christopher Diratsouian is a financial advisor at Equitable Advisors with eight years of industry experience. He holds the Series 66 designation and has worked at Equitable Advisors since 2018. Prior to that, he was employed by Axa Advisors, LLC, and he also worked at The College of New Jersey. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients with financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes a network of Investment Adviser Representatives to deliver services that include firm-offered and third-party advisory programs, focusing on personalizing investment models and fiduciary services.

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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Scott K

Series 63, Series 65

Marlboro, NJ

Equitable Advisors

Scott Klein is a financial advisor with Equitable Advisors in Marlboro, NJ, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. He has worked with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Klein is involved in managing a private investment to purchase a franchise through an LLC formed with partners. Equitable Advisors serves a broad client base including individuals across wealth levels, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset management programs, relying on a network of Investment Adviser Representatives and third-party asset managers to deliver tailored advisory 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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Nicholas K

Series 63, Series 65

Tampa, FL

Equitable Advisors

Nicholas Karl is a financial advisor at Equitable Advisors with Series 63 and Series 65 credentials and one year of industry experience. He previously worked at Florida Financial Advisors and has a background that includes studies at The University of Alabama. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a network of Investment Adviser Representatives and third-party asset managers to deliver a range of 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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Christopher R

Series 66

Falls Church, VA

Equitable Advisors

Christopher Regan is a Series 66-licensed financial advisor at Equitable Advisors with 12 years of industry experience. He has worked at Equitable Advisors since 2014, including its predecessor Axa Advisors, LLC, from 2014 to 2020. Equitable Advisors serves a diverse client base, including individual investors, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a range of third-party and proprietary advisory models and provides ERISA fiduciary services through credentialed 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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Anthony A

Series 63, Series 65

San Francisco, CA

Equitable Advisors

Anthony Arch III is a financial advisor with Equitable Advisors in San Francisco, CA, holding Series 63 and Series 65 credentials and having 41 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked with Axa Advisors, LLC. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives. The firm employs a range of advisory models implemented by third-party managers and offers ERISA fiduciary services to qualified plans.

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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Brian C

Series 63, Series 66

Las Vegas, NV

Equitable Advisors

Brian Coffey is a financial advisor with Equitable Advisors in Las Vegas, NV, holding Series 63 and Series 66 licenses and five years of industry experience. He has been with Equitable Advisors since 2020 and worked previously at the University of New Mexico. Equitable Advisors serves individual clients including non-high-net-worth and high-net-worth individuals, as well as pension plans, corporations, charitable organizations, and institutional clients. The firm offers financial planning, retirement plan consulting, and a variety of asset-management programs utilizing third-party advisory models and a mix of 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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Jordy S

Series 65, Series 63

Dallas, TX

Equitable Advisors

Jordy Sucilea Jr. is a financial advisor at Equitable Advisors in Dallas, TX, holding Series 65 and Series 63 licenses. He has been with Equitable Advisors since 2026 and previously worked at Logies on the Corner and spent four years at the University of Oklahoma. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm provides financial planning, retirement plan consulting, and asset-management programs delivered through a network of Investment Adviser Representatives, utilizing both proprietary and third-party advisory models.

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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Jacob F

Series 66

Myrtle Beach, SC

Equitable Advisors

Jacob Flight is a financial advisor with Equitable Advisors, holding a Series 66 designation and beginning his industry career in 2026. Prior to joining Equitable Advisors, his professional background includes roles in retail and service sectors, as well as attendance at Clemson University. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and a variety of asset-management programs. The firm delivers services through a network of Investment Adviser Representatives and partners with third-party asset managers and LPL Financial for many of its advisory models.

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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Jordana S

Series 66

New York, NY

Equitable Advisors

Jordana Sampson is a financial advisor with Equitable Advisors in New York, NY, holding a Series 66 designation. She has one year of industry experience and previously worked in various roles including at the NYC Office of the Mayor and as part of the Columbia University Women's Basketball team. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party program 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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Carson S

Series 66

New York, NY

Equitable Advisors

Carson Spiegelberg is a financial advisor at Equitable Advisors with a Series 66 designation and three years of industry experience. Prior to joining Equitable Advisors, he held roles at Grubhub, Modern Woodmen of America, and had entrepreneurial experience with Tone Shark Custom Painting and Hohiesel Painting. He is based in New York, NY. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes a network of Investment Adviser Representatives and offers both firm-sponsored and third-party advisory 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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Sabrina C

Series 63, Series 65

Boca Raton, FL

Equitable Advisors

Sabrina Cabrera is a financial advisor with Equitable Advisors in Boca Raton, FL, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. She has worked with Equitable Advisors since 2015 and was previously affiliated with AxA Advisors. Outside of her advisory role, she serves as Treasurer for Haven in Faith, INC, a nonprofit organization in Greenacres, FL. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a range of advisory programs and third-party asset managers to tailor investment strategies based on personal and plan information and risk tolerance.

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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Gerald C

Series 63, Series 65

Woodbridge, NJ

Equitable Advisors

Gerald Coughlin is a financial advisor with Equitable Advisors in Woodbridge, NJ, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at Equitable Advisors since 2009 and previously held positions at Axa Advisors, OSAIC Services, and Sunamerica Securities. Coughlin serves as a FINRA arbitrator in securities cases. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to a broad range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes various third-party advisory models and programs, offering both proprietary and external solutions 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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Tyler F

Series 66

Morristown, NJ

Equitable Advisors

Tyler Fernandez is a financial advisor with Equitable Advisors in Morristown, NJ. He holds a Series 66 designation and has been with Equitable Advisors since 2025. Prior to joining the firm, he worked at Target and Lowes and served in the Pennsylvania Army National Guard from 2018 to 2025. Equitable Advisors provides financial planning, retirement consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of advisory models and third-party asset managers to tailor investment solutions for its clients.

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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Yasmin S

Series 66

Irvine, CA

Equitable Advisors

Yasmin Soltani is a financial advisor with Equitable Advisors in Irvine, CA, holding the Series 66 designation and bringing 11 years of industry experience. Her prior roles include positions at The BALDWIN GROUP WEALTH ADVISORS, LLC and Burnham Gibson Wealth Advisors, LLC. Outside of her advisory work, she is a fitness instructor and is involved in a business manufacturing and distributing bags related to her fitness activities. Equitable Advisors serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm employs a variety of advisory models and third-party asset managers, offering a broad range of investment options and ERISA fiduciary services.

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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Robert C

Series 66

San Antonio, TX

Equitable Advisors

Robert Courtney is a Series 66-licensed financial advisor with Equitable Advisors in San Antonio, TX. He joined the firm in 2026 and has prior experience at Partners Real Estate and SP Plus, as well as roles during his education at Texas A&M University. Outside of advisory work, he has been involved with Seymour's Garage. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations with financial planning, retirement consulting, and asset management. The firm uses a network of Investment Adviser Representatives and offers programs including third-party asset managers and LPL-sponsored advisory 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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Georvy P

Series 66

Miami, FL

Equitable Advisors

Georvy Panameno Romero is a financial advisor with Equitable Advisors in Miami, FL, holding a Series 66 credential and six years of industry experience. He has been with Equitable and its predecessors since 2015, including Equitable Advisors and AXA Equitable / Premier Client Group. Equitable Advisors serves a broad 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, utilizing both proprietary and third-party advisory models.

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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Robert S

Series 63, Series 65

Benton, AR

Equitable Advisors

Robert Scott is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has worked at Equitable Advisors since 1999, including through its prior identity as AXA Advisors. Scott also operates an outside insurance brokerage business. Equitable Advisors serves individuals across wealth levels, pension and profit-sharing plans, corporations, and nonprofit organizations by providing financial planning, retirement consulting, and asset management programs. The firm delivers advice through a network of Investment Adviser Representatives and utilizes a range of 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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