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Kenneth F

Series 66

San Antonio, TX

Equitable Advisors

Kenneth Foley is a financial advisor with Equitable Advisors, holding a Series 66 designation and bringing 24 years of industry experience. His career includes roles at Wells Fargo Clearing, Morgan Stanley, and UBS Financial Services. He is also the president and owner of Paradigm 20/20 Financial Strategies Group, LLC. Equitable Advisors serves a broad range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs. The firm’s approach involves matching clients to program models or discretionary managers, utilizing third-party asset managers and advisory programs, and offering 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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Tyson T

Series 66

Columbia, MD

Equitable Advisors

Tyson Thompson is a financial advisor with Equitable Advisors holding a Series 66 designation. He is based in Columbia, MD, and has no prior industry experience. Tyson’s work history includes roles outside of finance, such as positions at Oakdale High School and Abercrombie & Fitch. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and various asset-management programs through a broad network of Investment Adviser Representatives. The firm emphasizes personalized client assessment and uses third-party advisory platforms alongside proprietary offerings to implement 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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Fernando G

Series 66

Miami, FL

Equitable Advisors

Fernando Guisasola is a financial advisor at Equitable Advisors with the Series 66 designation and one year of industry experience. Prior to joining Equitable, he worked in education at the middle and high school levels and also held positions at Florida State University and the UPS Store. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers financial planning, retirement plan consulting, and asset-management programs, 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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Samuel D

Series 66

New York, NY

Equitable Advisors

Samuel Del Propost is a Series 66-registered financial advisor with Equitable Advisors in New York, NY, bringing 26 years of industry experience. He has worked at Equitable Advisors since 2000 and was affiliated with Axa Advisors, LLC from 2000 to 2020. Outside of his advisory role, he holds various outside insurance appointments offering fixed, non-variable products including with Empire Blue Cross Blue Shield. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm’s approach involves matching clients to suitable program models or discretionary managers, utilizing a range of investment vehicles 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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Mark J

Series 63, Series 65

Dallas, TX

Equitable Advisors

Mark Jenison is a financial advisor with Equitable Advisors in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Equitable Advisors since 1999, also working with AXA Advisors, LLC from 1999 to 2020. Outside of his advisory role, Jenison participates in the Business Alliance Round Table and serves as a trustee for a family living trust. Equitable Advisors serves individuals across the wealth spectrum, as well as pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset-management programs. The firm utilizes a range of in-house and third-party advisory models and focuses on aligning client portfolios with their risk tolerance and financial 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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Brenden S

Series 66

Erie, PA

Equitable Advisors

Brenden Shaffer is a financial advisor with Equitable Advisors in Erie, PA, holding the Series 66 designation and one year of industry experience. His work history includes roles at DoorDash, Cutco/Vector Marketing, J.C. Orr & Son, and involvement with Orr Lumber & Building Supply and Gannon University. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and a range of third-party and proprietary 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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Peter C

Series 63, Series 65

Carmel, IN

Equitable Advisors

Peter Cukier is a financial advisor with Equitable Advisors in Carmel, IN, holding Series 63 and Series 65 designations and 27 years of industry experience. He has been with Equitable Advisors and its predecessor AXA Advisors since 1999. Outside of his advisory career, he has a long-standing affiliation with Yeshiva University, spanning 30 years. 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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Kevin M

Series 63, Series 65

Overland Park, KS

Equitable Advisors

Kevin McMahon is a financial advisor with Equitable Advisors in Overland Park, KS, holding Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Principal Life Insurance Company and Northwestern Mutual. He also engages in the sale and service of non-proprietary insurance products through Crump/PPN. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives and partnerships with third-party managers and 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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William B

Series 63, Series 65

Lebanon, TN

Equitable Advisors

William Bryson Jr. is a financial advisor with Equitable Advisors in Lebanon, TN, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has been with Equitable Advisors since 1999, following his tenure at Axa Advisors, LLC. Bryson serves as a board member of Friendship Christian School and is involved with the Wilson County Sportsman Club as a board member and officer. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, charitable organizations, and institutions. The firm utilizes a variety of advisory models and third-party asset managers to deliver personalized 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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Andrew M

Series 66

Dallas, TX

Equitable Advisors

Andrew Mc Clure is a financial advisor with Equitable Advisors in Dallas, TX, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Equitable Advisors since 2016 and previously worked at AXA Advisors, LLC. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and various asset-management programs. The firm’s approach involves matching clients to program models or discretionary managers, 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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John T

Series 63, Series 65

Bala Cynwyd, PA

Equitable Advisors

John Teti is a financial advisor with Equitable Advisors in Bala Cynwyd, PA, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Outside of his advisory role, he is an independent contractor with Karr Barth Administrators Inc. Equitable Advisors serves individual clients, 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 emphasizes matching clients to program models or discretionary managers, often utilizing third-party asset managers and 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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James R

Series 66

Latham, NY

Equitable Advisors

James Ross is a financial advisor at Equitable Advisors with eight years of industry experience. He holds the Series 66 designation and previously worked at Axa Advisors LLC and Manchester Capital Management. Outside his advisory work, he serves as an administrator or executor of estates and trustee of trusts for family and non-family members. 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 delivers its services through a network of Investment Adviser Representatives using a combination of firm-offered 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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Andrew C

CFP®, Series 63, Series 65

San Diego, CA

Equitable Advisors

Andrew Chabot is a CFP® practitioner with 23 years of industry experience, currently with Equitable Advisors since 2024. His prior roles include positions at Securities America Advisors, Waddell & Reed, Rancho Wealth Management, LPL Financial, and CUSO Financial Services. 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 various asset-management programs through a network of Investment Adviser Representatives. The firm emphasizes personalized advice through program models and third-party asset managers, providing a 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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Nicole R

Series 66

Dallas, TX

Equitable Advisors

Nicole Ramirez is a financial advisor with Equitable Advisors in Dallas, TX, holding a Series 66 designation and 19 years of industry experience. She has been with Equitable Advisors and its predecessor, Axa Advisors, LLC, from 2006 to the present. Equitable Advisors serves individual clients, including both non-high-net-worth and high-net-worth individuals, as well as pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing both 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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Thomas E

Series 66

Greenwood Village, CO

Equitable Advisors

Thomas Elsensohn is a financial advisor with Equitable Advisors and holds a Series 66 designation. He joined Equitable Advisors in 2026 and has prior experience at Crusonia Wealth Advisors and runs CAVA Mezze Grill LLC. Outside of finance, he has experience in the hospitality industry and has worked in education, including a role at the University of Denver. Equitable Advisors serves a wide range of clients, including individuals, pension plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management programs through a network of advisers, utilizing both proprietary and third-party investment 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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Michael A

Series 66

Morristown, NJ

Equitable Advisors

Michael Allison is a financial advisor with Equitable Advisors in Morristown, NJ, holding a Series 66 designation and 11 years of industry experience. He previously worked at AXA Advisors, LLC, Hartshorne Group, and BCG Securities, Inc. Outside of his advisory role, he is employed part-time as a meat slicer at Stop and Shop. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives and third-party partnerships.

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 C

Series 66

Tampa, FL

Equitable Advisors

Michael Cosentino Jr. is a financial advisor with Equitable Advisors in Tampa, FL, holding a Series 66 designation and over 21 years of industry experience. He has been with Equitable Advisors since 2003 and previously worked at AXA Advisors. He serves as an advisory board member for the Northwest YMCA, participating in fundraising and improvement projects. Equitable Advisors provides financial planning, retirement consulting, and asset management services to individuals, institutions, and organizations. The firm utilizes a variety of third-party investment programs and advisory models, serving a broad client base from non‑high-net-worth individuals to corporate and charitable entities.

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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Johnathan M

Series 66

Folsom, CA

Equitable Advisors

Johnathan Mirabelli is a financial advisor with Equitable Advisors, holding a Series 66 designation and ten years of industry experience. He has been with Equitable Advisors since 2016 and previously worked at AXA-Advisors, LLC. Outside of financial advising, he is involved as a travel advisor with Goldrush Getaways. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers financial planning, retirement plan consulting, and a variety of asset-management programs through a 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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Gavin F

Series 66

Falls Church, VA

Equitable Advisors

Gavin Fung is a financial advisor with Equitable Advisors in Falls Church, VA, holding a Series 66 designation and two years of industry experience. Prior to joining Equitable Advisors in 2024, he was self-employed for one year and worked at PBMares, LLP and Andersen Tax in accounting roles. He also operates Ascend Planning & Consulting, LLC. 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 delivered through a 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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James A

Series 66

Melville, NY

Equitable Advisors

James Anderson is a financial advisor with Equitable Advisors, holding a Series 66 designation and two years of industry experience. Prior to joining Equitable Advisors, he worked at MSA Security and has experience with the US Department of State and Madison Square Garden Company. He also serves as an assistant ice hockey coach for the PAL Jr Islanders. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individual, corporate, pension, and charitable clients. The firm employs a variety of advisory programs and third-party asset managers to deliver 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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