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David K

Series 66

Bala Cynwyd, PA

Equitable Advisors

David Kalapos is a financial advisor with Equitable Advisors in Bala Cynwyd, PA, holding a Series 66 designation and 26 years of industry experience. He has worked extensively with Equitable Advisors since 2000 and previously spent 18 years at Karr Barth Financial Planning, Inc. Kalapos serves as vice president and trustee of the Glassboro Education Foundation, Inc., and chairs the Glassboro High School Sports Hall of Fame Committee. 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’s approach involves assessing client risk tolerance and 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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Marvin F

Series 63, Series 65

Melville, NY

Equitable Advisors

Marvin Feinstein is a financial advisor with Equitable Advisors, holding Series 63 and 65 licenses and bringing 23 years of industry experience. He has been with Equitable Advisors since 2005 and also has experience at Axa Advisors, LLC. In addition to his advisory work, Feinstein serves as an accountant and trusted advisor through Diapoules & Feinstein CPA PC, a role he has held since 1989. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals—including both non-high-net-worth and high-net-worth clients—as well as pension plans, corporations, and charitable organizations. The firm utilizes a range of advisory models delivered through in-house programs and third-party managers, focusing on aligning client objectives with appropriate 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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Colin F

Series 66

Cincinnati, OH

Equitable Advisors

Colin Fogel is a financial advisor with Equitable Advisors in Cincinnati, OH, holding a Series 66 designation and 12 years of industry experience. He has been with Equitable Advisors since 2014, including time with the predecessor firm AXA Advisors. He serves on the board of the Lindner Investment Banking Club and works as a consultant for an IT service company. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, corporate, pension, and charitable clients. The firm utilizes a network of investment adviser representatives and offers client solutions through a variety 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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Tyler E

Series 66

Scottsdale, AZ

Equitable Advisors

Tyler Endersby is a financial advisor with Equitable Advisors in Scottsdale, AZ. He holds the Series 66 designation and has one year of industry experience. His prior roles include positions at Ryleigh Wealth Management and Northern Arizona University. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and a range of asset-management programs through a network of Investment Adviser Representatives, utilizing various third-party managers and proprietary advisory tools.

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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Seong H

Series 63, Series 65

Saddle Brook, NJ

Equitable Advisors

Seong Hahn is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked for PNC Investments for 19 years before joining Equitable Advisors in 2023. Outside of his advisory role, he owns a home care service business in Westwood, NJ. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, and institutional clients, offering 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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Domenico D

Series 66

Morristown, NJ

Equitable Advisors

Domenico Dimaio is a financial advisor with Equitable Advisors in Morristown, NJ, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Wells Fargo Clearing, J.P. Morgan Securities, PNC Wealth Management, Avantax Advisory Services, and Morgan Stanley. Equitable Advisors serves a broad range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs, utilizing both proprietary and third-party advisory platforms.

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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Jonathan U

Series 66

Ft. Lauderdale, FL

Equitable Advisors

Jonathan Urban is a Series 66-credentialed financial advisor with Equitable Advisors in Ft. Lauderdale, FL, and has two years of industry experience. His prior roles include four years with myWorld America and thirteen years at Ricoh USA. 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, utilizing 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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Erin L

Series 66

Erie, PA

Equitable Advisors

Erin Lewis is a financial advisor with Equitable Advisors, holding a Series 66 designation and four years of industry experience. Prior to joining Equitable Advisors in 2022, she operated a fitness business and worked in various roles including at CVS Pharmacy. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm’s approach involves assessing client risk tolerance and utilizing third-party 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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John A

Series 66

New York, NY

Equitable Advisors

John Allen is a financial advisor at Equitable Advisors with two years of industry experience. He holds a Series 66 designation. Prior to joining Equitable Advisors, he worked in the restaurant industry, including roles at Elegantes Restaurant and Pizzeria and Bagel and Barista. Equitable Advisors serves a diverse 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 delivered through its network of Investment Adviser Representatives, 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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Maria C

Series 66

Tampa, FL

Equitable Advisors

Maria Contreras Munoz is a financial advisor with Equitable Advisors in Tampa, FL, holding a Series 66 designation and one year of industry experience. Before joining Equitable Advisors in 2025, she was involved in entrepreneurial ventures including ownership of Highlight Beauty MC, LLC, where she works as a permanent makeup artist. 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 delivers advice through a network of representatives and leverages third-party programs and managers 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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Jaclyn U

Series 66

Boca Raton, FL

Equitable Advisors

Jaclyn Unger is a financial advisor with Equitable Advisors in Boca Raton, FL, holding a Series 66 designation and 16 years of industry experience. She has worked at Equitable Advisors since 2012 and previously held roles at Axa Advisors, LLC, and Hornor, Townsend & Kent, LLC. In addition to her advisory work, Unger is involved in outside insurance brokerage activities, including sales of group and individual health and ancillary products. Equitable Advisors serves a diverse client base that includes 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 programs and referrals to 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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Mykhaylo M

Series 66

New York, NY

Equitable Advisors

Mykhaylo Mosyuk is a financial advisor with Equitable Advisors based in New York, NY. He holds the Series 66 designation and has five years of industry experience. His prior work includes roles at 24 Hour Fitness and CUNY Baruch College. 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 various asset-management programs. The firm utilizes a network of Investment Adviser Representatives and third-party asset managers to deliver 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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Devin Y

Series 66

Milwaukee, WI

Equitable Advisors

Devin Yates is a financial advisor with Equitable Advisors, holding a Series 66 designation and two years of industry experience. Before joining Equitable Advisors, he worked for the Wisconsin Institute of CPAs and has experience in various roles including lawn care services and sign manufacturing. Equitable Advisors serves a diverse client base ranging from individual investors to institutional clients, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes a variety of third-party advisory programs and offers a range of investment solutions including mutual funds, ETFs, 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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Peter D

Series 63, Series 65

San Francisco, CA

Equitable Advisors

Peter Dobrus is a financial advisor with Equitable Advisors in San Francisco, CA, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, LLC, since 1999. Dobrus is also involved with various outside insurance companies. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of investment professionals and third-party managed 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 C

Series 65, Series 66

Boston, MA

Equitable Advisors

William Cooper is a financial advisor with Equitable Advisors in Boston, MA, holding Series 65 and Series 66 licenses and bringing 25 years of industry experience. Prior to his current role, he worked at AXA Advisors and founded Cooper & Company. He is also a CPA and shareholder at Walter & Shuffain, PC. Equitable Advisors serves a wide range of clients, including individuals, corporations, pension plans, and charitable organizations, offering financial planning, retirement consulting, and 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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Gardenia L

Series 66

Miami, FL

Equitable Advisors

Gardenia Leon Nickel is a Series 66 licensed financial advisor with 35 years of industry experience. She has been with Equitable Advisors since 1999, having previously worked at AXA Advisors, LLC for 21 years. Equitable Advisors serves a wide range of clients 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, emphasizing personalized risk assessment and the use of third-party asset managers alongside proprietary 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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Luis A

Series 63, Series 65

Miami, FL

Equitable Advisors

Luis Alvarado is a financial advisor with Equitable Advisors in Miami, FL, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. He has been with Equitable Advisors since 1998, with roles also at Axa Advisors, IFMG Securities, and Essex National Securities. Alvarado serves on the Board of Directors for the Coral Gables Estate Planning Council and participates in the Coral Gables Chamber as a Trustee Diplomat focusing on networking and educational events. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes various investment programs and referrals to 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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Paul D

CFP®, Series 66

Oak Brook, IL

Equitable Advisors

Paul Desruisseaux is a CFP® credentialed financial advisor at Equitable Advisors with seven years of industry experience. He previously worked at Edward Jones for six years and Primerica for two years. Outside of his advisory role, he serves as an adjunct math professor at College of DuPage and reviews scholarship applications for the CFP Board on a volunteer basis. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm employs a range of program models 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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Cole W

Series 63, Series 65

Bellevue, WA

Equitable Advisors

Cole Weaver is a financial advisor with Equitable Advisors based in Bellevue, WA, holding Series 63 and Series 65 credentials and five years of industry experience. Prior to his current role starting in 2020, he has worked with organizations including Seattle Sports Commission, Names Fitness Center, and Pacific Lutheran University. Outside of finance, he provides commentary for sports teams such as Ballard FC and Tacoma Stars and is a member of the French American Chamber of Commerce in Seattle. Equitable Advisors serves a diverse client base ranging from individual investors to institutional clients, offering financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives. The firm uses a variety of advisory models implemented through third-party sponsors and provides 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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Dean D

Series 63, Series 65

Boca Raton, FL

Equitable Advisors

Dean Dignoti is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, and Valic Financial Advisors. He is also an independent agent involved in the sales and service of fixed insurance products. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a range of advisory models, often implemented through 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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