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Douglas L

Series 63, Series 65

Marlboro, NJ

Equitable Advisors

Douglas Langer is a financial advisor at Equitable Advisors with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Equitable Advisors and its predecessor AXA Advisors LLC since 2008. Outside of his advisory work, he is involved with 818 Enterprises in a non-investment related capacity. Equitable Advisors serves individual and institutional clients, including pension plans and charitable organizations, providing financial planning, retirement consulting, and asset management programs. The firm emphasizes personalized client assessment and uses a mix of third-party managed advisory models and its own SAM program to deliver solutions across 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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Cameron S

CFP®, Series 66

Jacksonville, FL

Equitable Advisors

Cameron Slack is a CFP® certificant and Series 66 license holder currently with Equitable Advisors, where he has worked for three years. He has prior experience at Encor Solar, American Senior Benefits, and Koss Olinger. Slack is a notary public and a member of two small businesses, including an architecture firm focused on environmentally conscious design in the Treasure Coast area. 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 employs a variety of advisory models and third-party asset managers to serve a broad client base, including both non‑high‑net‑worth and high‑net‑worth 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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Kimberly W

Series 66

Portsmouth, NH

Equitable Advisors

Kimberly Williams is a Series 66-licensed financial advisor with Equitable Advisors, based in Portsmouth, NH, and has one year of industry experience. Prior to joining Equitable Advisors in 2025, she worked at M Financial Group from 2011 to 2025. Outside of her advisory work, she operates Yarn Posse Designs, a sole proprietorship that creates and sells knitting pattern instructions, and serves on the board of Financial Beginnings. 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 employs a range of third-party asset managers and advisory programs while offering ERISA fiduciary services through credentialed advisors.

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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Timothy D

Series 63, Series 65

New York, NY

Equitable Advisors

Timothy Denis is a financial advisor with Equitable Advisors in New York, NY, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. His prior roles include positions at National Life, MML Investors Services, NYLIFE Securities, and CETERA Advisor Networks. He is also involved with TM Consulting Group, Inc., a fixed insurance services firm. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers advisory programs through Investment Adviser Representatives and third-party asset managers, relying on a model-based approach and ERISA fiduciary services for 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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Andrew M

Series 66

Malta, NY

Equitable Advisors

Andrew Murphy is a Series 66-licensed financial advisor with four years of industry experience, currently practicing at Equitable Advisors since 2022. His prior work includes roles at Canoe Island Lodge and employment at St. Lawrence University and Glens Falls City School District. 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 a variety of asset management programs, utilizing third-party asset managers and advisory programs alongside firm-offered 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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Vincent M

Series 63, Series 65

Melville, NY

Equitable Advisors

Vincent Mirabelli is a financial advisor at Equitable Advisors with 42 years of industry experience. He has held his current position since 1999 and previously worked with AXA Advisors, LLC. He holds Series 63 and Series 65 licenses. Equitable Advisors serves a broad client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives. The firm utilizes both proprietary and third-party investment models 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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Joshua C

Series 66

Rochester, NY

Equitable Advisors

Joshua Catanese is a Series 66-credentialed financial advisor with Equitable Advisors, based in Rochester, NY. He has been with the firm since 2026 and has prior work experience outside the industry, including roles at LA Fitness and Lakeshore Learning. Equitable Advisors serves a broad range of clients, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm’s approach involves assessing client risk tolerance and utilizing both proprietary and third-party advisory models to implement customized 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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Jacob A

Series 66

Austin, TX

Equitable Advisors

Jacob Arnold is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. His prior work includes roles at Baylor University, Greenstar Power, Jumpp Logistics, and Favor, interspersed with periods as a stay-at-home dad. 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, 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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Lee Y

Series 66

Honolulu, HI

Equitable Advisors

Lee Yamane is a financial advisor with Equitable Advisors in Honolulu, HI, holding a Series 66 designation and 19 years of industry experience. He has been with Equitable Advisors since 2007, including the firm's prior entity, Axa Advisors, LLC. In addition to his advisory work, he provides notary services to Equitable clients without charge. Equitable Advisors serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives. The firm utilizes various advisory models and third-party asset managers, providing fiduciary services and access to a wide range of 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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Austin H

Series 66

Bala Cynwyd, PA

Equitable Advisors

Austin Hodgens is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. His prior work includes roles at United States Liability Insurance, Lifetime Fitness, and Munich Re, as well as education at Saint Josephs University and teaching positions at Saint Josephs Preparatory School and Saint Katherine of Sienna School. Equitable Advisors serves a broad client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan 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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Cheryl H

ChFC®, Series 63, Series 65

New York, NY

Equitable Advisors

Cheryl Hammer is a financial advisor at Equitable Advisors with 38 years of industry experience. She holds the ChFC® designation, as well as Series 63 and Series 65 licenses. Her prior roles include positions at AXA Advisors, LLC and Mony Securities Corporation. Equitable Advisors serves individual and institutional clients, offering financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm utilizes third-party asset managers and advisory programs while providing 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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Gavin A

Series 66

Columbia, MD

Equitable Advisors

Gavin Alwine is a financial advisor at Equitable Advisors with a Series 66 designation and less than one year of industry experience. Prior to joining Equitable Advisors, his background includes roles outside the financial services industry, such as positions at PetSmart, Chick-fil-A, and Keystone Bean LLC. Equitable Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs. The firm works with numerous third-party asset managers and utilizes various advisory models, emphasizing fiduciary services 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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Robert M

Series 63, Series 65

Downingtown, PA

Equitable Advisors

Robert McClure is a financial advisor with Equitable Advisors in Downingtown, PA, holding Series 63 and Series 65 licenses and possessing 47 years of industry experience. He has been with Equitable Advisors and its predecessor Axa Advisors since 1999. Outside of his advisory role, he works as a school bus driver for athletic team transportation. Equitable Advisors serves individual clients across wealth levels, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and various asset management programs delivered through a network of Investment Adviser Representatives. The firm emphasizes matching clients to appropriate advisory models and portfolio managers, utilizing both proprietary and third-party investment 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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Brian Z

Series 63, Series 66

Charlotte, NC

Equitable Advisors

Brian Zellner is a financial advisor with Equitable Advisors in Charlotte, NC, holding Series 63 and Series 66 licenses and 18 years of industry experience. His prior work includes roles at D.A. Davidson & Co. for eight years and multiple positions at LPL Financial and Merrill. He also has experience outside the financial sector, including work with Vail Resorts and Bambis Christmas Trees. Equitable Advisors serves a broad client base, 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 collaborates with third-party asset managers to deliver investment solutions tailored to clients’ risk tolerance and goals.

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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Daniel M

Series 66

Saranac Lake, NY

Equitable Advisors

Daniel Mc Donnell is a financial advisor with Equitable Advisors in Saranac Lake, NY, holding a Series 66 credential and having four years of industry experience. His career includes roles at Mercor.io Corporation and Herc Rentals, alongside his current position at Equitable Advisors since 2022. Outside of finance, he works as a bartender at Generations Tap & Grill in Lake Placid, NY. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension plans, corporations, charities, and institutional clients. The firm utilizes a variety of advisory models implemented through third-party managers and focuses on personalized 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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George H

Series 63, Series 65

Houston, TX

Equitable Advisors

George Hawkins is a financial advisor with Equitable Advisors in Houston, TX, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Hawkins serves on several boards and committees for Legacy Community Health, including the Endowment Board and Finance Committee. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and nonprofit organizations. The firm utilizes a range of advisory programs and third-party asset managers, focusing on personalized client assessments and a diverse set of investment options 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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Ryan T

Series 66

New York, NY

Equitable Advisors

Ryan Trecozzi is a financial advisor with Equitable Advisors, holding a Series 66 designation and based in New York, NY. He began his advisory career in 2026 and has previous work experience including roles at New York Life and non-financial positions prior to entering the industry. 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 asset management programs, often implementing advisory models through third-party sponsors and providing 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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Loren B

Series 66

Minneapolis, MN

Equitable Advisors

Loren Beaudette is a financial advisor at Equitable Advisors in Minneapolis, MN, with three years of industry experience. He holds the Series 66 designation. Prior to his current role, he was involved in the restaurant industry, including ownership experience with 4 Sisters Wine Bar and Tapas Restaurant. 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, utilizing a combination of firm-offered 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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Brandon W

Series 66

Folsom, CA

Equitable Advisors

Brandon Williams is a financial advisor at Equitable Advisors with one year of industry experience. He holds the Series 66 designation and previously worked at Richmond American Homes for seven years. Equitable Advisors provides financial planning, retirement consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm employs a network of Investment Adviser Representatives and offers various advisory programs through third-party managers and its SAM 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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Andrew A

Series 66

Traverse City, MI

Equitable Advisors

Andrew Ashworth is a financial advisor with Equitable Advisors in Traverse City, MI, holding a Series 66 designation and 22 years of industry experience. He has been with Equitable Advisors since 2004, including its predecessor Axa Advisors, LLC, where he worked for 16 years. Outside of his advisory role, he is approved to conduct other insurance activities with companies outside of the Equitable network. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs. The firm emphasizes tailored client solutions through a network of Investment Adviser Representatives and leverages third-party program sponsors and asset managers for investment 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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