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Carmen C

Series 66

Syracuse, NY

Equitable Advisors

Carmen Chirico is a financial advisor at Equitable Advisors with one year of industry experience and a Series 66 designation. Prior to joining Equitable Advisors, Carmen worked at Pinnacle Investments and has been involved with Two Trees Cicero, a pizza restaurant, where they worked as a delivery driver and cook. 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 asset management programs delivered 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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Marshall M

Series 66

Melville, NY

Equitable Advisors

Marshall Manoff is a financial advisor with Equitable Advisors in Melville, NY, holding a Series 66 designation and 17 years of industry experience. He has been with Equitable Advisors since 2008, including its prior identity as Axa Advisors. Outside of his advisory role, Manoff is involved with Blue Cove Capital LLC and is a member of MaWa Capital, LLC. Equitable Advisors serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset-management programs. The firm’s approach incorporates a range of third-party asset managers and advisory programs, focusing on matching clients to suitable investment models and offering services across 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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Abigail M

Series 63, Series 66

Austin, TX

Equitable Advisors

Abigail Morrow is a financial advisor with Equitable Advisors in Austin, TX, holding Series 63 and Series 66 licenses and eight years of industry experience. She has worked at Equitable Advisors since 2018, following a period at AXA Advisors, LLC, and has experience at the University of Texas and University Presbyterian Church. Equitable Advisors serves a diverse client base including individuals, pension 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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Bill B

Series 63, Series 66

Woodbridge, NJ

Equitable Advisors

Bill Barba is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. His prior roles include positions at J.P. Morgan Securities and JPMorgan Chase Bank. Outside of his advisory work, he is the CEO and owner of BBNY Consulting LLC, a consulting business. Equitable Advisors serves a wide range of clients, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes third-party asset managers and advisory programs and provides 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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Benjamin F

Series 66

New York, NY

Equitable Advisors

Benjamin Feiner is a financial advisor with Equitable Advisors, holding a Series 66 designation and 20 years of industry experience. His prior work includes positions at Axa Advisors LLC, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MSI Financial Services Inc. Feiner is also involved in the independent sale and service of fixed insurance products through an affiliated entity. Equitable Advisors serves a diverse client base including individual, institutional, and nonprofit clients, providing financial planning, retirement plan consulting, and asset-management programs. The firm’s approach involves assessing client risk tolerance and utilizing both proprietary and third-party investment models and programs, with services delivered through a large 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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Eric T

Series 66

Wellesley, MA

Equitable Advisors

Eric Timmins is a Series 66-licensed financial advisor with Equitable Advisors in Wellesley, MA. He has one year of industry experience and has worked primarily with Equitable Advisors since 2023. Outside of his advisory role, he has had prior involvement with the Braintree Recreational Department and summer camp operations. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and various asset management programs. The firm’s approach emphasizes risk assessment and matching clients to model portfolios or discretionary managers through third-party programs and LPL-sponsored 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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Richard H

Series 66

Oak Brook, IL

Equitable Advisors

Richard Hanviriyapunt is a financial advisor with Equitable Advisors in Oak Brook, IL, holding a Series 66 designation and 17 years of industry experience. He has been with Equitable Advisors (formerly Axa Advisors, LLC) since 2008. Outside of his advisory role, he volunteers as a tax preparer for the Thai American Association and is involved in tax preparation and notary services through his own business activities. Equitable Advisors serves a broad client base including individuals, retirement plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and diversified asset management programs. The firm utilizes both proprietary and third-party investment models and provides fiduciary services to qualified plans 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 H

Series 66

Hershey, PA

Equitable Advisors

Sarah Hilbolt is a Series 66-licensed financial advisor based in Hershey, PA, with 18 years of industry experience. She has worked at Equitable Advisors since 2014 and previously held roles at Stifel Independent Advisors, LLC, Axa Advisors, LLC, Investors Capital Corp., and Ameriprise. Outside of her advisory work, she serves as a power of attorney for her mother. 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 offers a range of investment programs and works with third-party managers to implement advisory models 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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Jonathan D

Series 66

Wall, NJ

Equitable Advisors

Jonathan Deliso is a financial advisor with Equitable Advisors, holding a Series 66 designation and over 23 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 2001. Equitable Advisors serves individual clients across wealth levels, as well as pension and profit-sharing plans, corporations, and charitable organizations. The firm provides 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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Mickey K

Series 66

Fort Lauderdale, FL

Equitable Advisors

Mickey Kozak is a Series 66-credentialed financial advisor with eight years of industry experience. He has worked at Equitable Advisors since 2018 and previously held roles at AXA Advisors, Law Business Media, and UBS Financial Services. 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 through a network of Investment Adviser Representatives, utilizing 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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Eric M

Series 66

Williamsville, NY

Equitable Advisors

Eric Mckenrick is a financial advisor with Equitable Advisors in Williamsville, NY, holding a Series 66 designation and 17 years of industry experience. He has worked with Equitable Advisors since 2009 and previously with Axa Advisors, LLC from 2009 to 2020. 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 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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Connor H

Series 63, Series 65

Austin, TX

Equitable Advisors

Connor Hansen is a financial advisor with Equitable Advisors in Austin, TX, holding Series 63 and Series 65 licenses and eight years of industry experience. Prior to joining Equitable Advisors in 2018, he worked at AXA Advisors and Felicitas Global Pte. Ltd. In addition to his advisory work, Hansen is active as a content provider on Twitch.TV. Equitable Advisors serves individual clients, 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 matching clients to appropriate program models or discretionary managers, 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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Sharon P

Series 63, Series 65

San Diego, CA

Equitable Advisors

Sharon Peterson is a financial advisor at Equitable Advisors with 44 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at SharMarc Financial Advisors, Inc. for 20 years and LPL Financial, LLC for 28 years. Peterson also provides financial planning and consulting services through SharMarc Financial Advisors, Inc., an independent investment advisory firm she started in 2006. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients, offering financial planning, retirement plan consulting, and various asset management programs. The firm uses a range of third-party and proprietary advisory programs 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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David H

Series 66

New York, NY

Equitable Advisors

David Halstead is a financial advisor with Equitable Advisors in New York, NY, holding a Series 66 designation and 11 years of industry experience. He has been with Equitable Advisors since 2015, including time under its former name Axa Advisors, LLC. Outside of his advisory work, he serves as trustee and power of attorney for several family trusts. Equitable Advisors provides financial planning, retirement consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm offers various advisory programs through a network of representatives, utilizing both firm-sponsored 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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Nicholas M

Series 63, Series 65

Wall, NJ

Equitable Advisors

Nicholas Mills is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and possessing 22 years of industry experience. He has been with Equitable Advisors since 2004, following a tenure at Axa Advisors, LLC. Outside of his advisory work, Mills serves as a board member of the Manasquan River Marlin and Tuna Club. 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 utilizes a network of Investment Adviser Representatives and third-party program sponsors to offer a range of advisory models 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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Justin O

Series 66

Overland Park, KS

Equitable Advisors

Justin Oldham is a financial advisor with Equitable Advisors in Overland Park, KS, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Principal Financial Services, Valic Financial Advisors, and Wells Fargo Clearing. Outside of his advisory work, he owns JOEF LLC, an entity established to support the expenses and growth of his financial advisory practice. 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 asset-management programs through a network of Investment Adviser Representatives, 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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Dan Leng Della W

Series 63, Series 65

Short Hills, NJ

Equitable Advisors

Dan Leng Della Wu is a financial advisor at Equitable Advisors with Series 63 and Series 65 licenses and 41 years of industry experience. She has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. In addition to her advisory work, she is involved in an outside insurance brokerage business. 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 various asset-management programs. The firm utilizes both proprietary 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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Edward B

Series 63, Series 65

Centerville, OH

Equitable Advisors

Edward Buffington is a financial advisor at Equitable Advisors with 34 years of industry experience. He has been with Equitable Advisors since 2011 and previously worked at Axa Advisors and Valic Financial Advisors. He is a senior partner at Washington Park Financial LLC and serves as a board member of the Park Villa Homeowners Association in Denver, Colorado. 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 employs a range of advisory models and programs delivered through a network of representatives, offering 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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Dylan S

Series 66

Rochester, NY

Equitable Advisors

Dylan Stoller is a financial advisor with Equitable Advisors, holding a Series 66 license and one year of industry experience. His prior roles include positions at Mapstone Veritas Financial Group and a teaching tenure at St. John Fisher University. Equitable Advisors serves a broad client base including individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs, utilizing third-party program sponsors and affiliated asset managers for diversified 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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Brandon M

Series 66

Wichita, KS

Equitable Advisors

Brandon Mc Beth is a financial advisor at Equitable Advisors with 10 years of industry experience. He holds a Series 66 designation and has been with Equitable Advisors since 2016, including a period when the firm operated as Axa Advisors, LLC. Outside of advising, he serves on the Business Growth Partners Membership Committee for Business Networking International. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a range of investment programs, including third-party advisory models and in-house offerings, and delivers ERISA fiduciary services to qualified plans through credentialed advisers.

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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