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Michaela C

Series 63, Series 66

Rochester, NY

Equitable Advisors

Michaela Covert is a financial advisor at Equitable Advisors with five years of industry experience. She holds Series 63 and Series 66 credentials. Her prior work includes roles at Rover, Niagara University, and Wegmans. Equitable Advisors serves individual and institutional clients, offering financial planning, retirement plan consulting, and asset-management programs. The firm works with a network of Investment Adviser Representatives and uses both proprietary and third-party advisory solutions tailored to client risk tolerance and investment 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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Ryan G

Series 66

Neptune Beach, FL

Equitable Advisors

Ryan Goodwin is a financial advisor with Equitable Advisors in Neptune Beach, FL, holding a Series 66 designation and 16 years of industry experience. He has been with Equitable Advisors since 2009, previously working under Axa Advisors, LLC. 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 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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Vincent C

Series 63, Series 65

Rochester, NY

Equitable Advisors

Vincent Calcagno is a financial advisor with Equitable Advisors in Rochester, NY, holding Series 63 and Series 65 designations and seven years of industry experience. His prior experience includes working at Axa Advisors, LLC, and a four-year period at St. John Fisher College. Equitable Advisors serves a 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 through a network of Investment Adviser Representatives, 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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Christian R

Series 66

New York, NY

Equitable Advisors

Christian Reynoso Jimenez 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 in 2026, he held positions at SP Plus and worked in education at CUNY City College and All Hallows High School. 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 asset-management programs, utilizing third-party asset managers and sponsored advisory programs for 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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Kathryn I

Series 66

Minneapolis, MN

Equitable Advisors

Kathryn Isackson Papp is a Series 66-licensed financial advisor with Equitable Advisors in Minneapolis, MN, and has one year of industry experience. Her prior roles include positions at Best and Flanagan, Morgan Stanley, and Parametric Portfolio Associates. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and various asset management programs, working with both proprietary and third-party managers to implement 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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Thomas N

Series 66

Deerfield, IL

Equitable Advisors

Thomas Noto Jr. is a financial advisor with Equitable Advisors in Deerfield, IL, holding a Series 66 designation and 24 years of industry experience. He has been with Equitable Advisors since 2002 and previously worked with Axa Advisors, LLC. Outside of his advisory work, he serves as an ice hockey official for USA Hockey, the governing body for amateur ice hockey players, coaches, and officials. 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 network of Investment Adviser Representatives and offers a variety of advisory programs, including third-party asset management and 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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Jarom O

Series 63, Series 65

Brigham City, UT

Equitable Advisors

Jarom Olson is a financial advisor with Equitable Advisors in Brigham City, UT, holding Series 63 and Series 65 licenses. He has one year of industry experience and previously worked at SLN Financial/Mountain Star Financial. 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 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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Matthew B

Series 66

Orlando, FL

Equitable Advisors

Matthew Bailey is a Series 66-licensed financial advisor with experience at Keller Williams Realty, Allstate, and academic positions at the University of South Carolina and the University of Toledo. He is currently affiliated with Equitable Advisors in Orlando, FL. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement 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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Christine W

Series 63, Series 65

Middle Village, NY

Equitable Advisors

Christine Wong is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She has worked at Equitable Advisors since 1999 and previously with Axa Advisors, LLC through 2020. Outside of her advisory role, she has owned and managed a rental apartment since 2006. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm utilizes third-party asset managers and various advisory models 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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Kervin W

Series 63, Series 65

Corpus Christi, TX

Equitable Advisors

Kervin Walsh is a financial advisor with Equitable Advisors in Corpus Christi, TX. He holds Series 63 and Series 65 licenses and has 34 years of industry experience. Walsh has been with Equitable Advisors since 1999 and was previously affiliated with AXA Advisors, LLC. His other business activities include working with various health and insurance companies and facilitating referrals for trust administration services. Equitable Advisors serves a wide range of clients, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs. The firm utilizes a network of Investment Adviser Representatives and emphasizes matching clients to various advisory models implemented by third-party managers and affiliated 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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Jongwook K

Series 63, Series 65

Oakland, FL

Equitable Advisors

Jongwook Kim is a financial advisor with Equitable Advisors in Oakland, FL, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. Equitable Advisors serves individual and institutional clients, including 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 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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Alex B

Series 66

Las Vegas, NV

Equitable Advisors

Alex Brimhall is a Series 66 licensed advisor with Equitable Advisors in Las Vegas, NV. He has been with Equitable Advisors since 2026 and has prior experience at Dynamic Financial Advisors and Squeeze Media. 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 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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Kelsey T

Series 63, Series 66

McKinney, TX

Equitable Advisors

Kelsey Taylor is a financial advisor at Equitable Advisors with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked with Equitable Advisors since 2018. Prior to her current role, she was employed at AXA Advisors and has experience in pediatric therapy and higher education. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients, providing financial planning, retirement plan consulting, and asset-management programs. The firm uses a variety of advisory models and third-party asset managers to tailor strategies based on client 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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Christopher F

Series 63, Series 66

Syracuse, NY

Equitable Advisors

Christopher Fragnito is a financial advisor at Equitable Advisors in Syracuse, NY, with six years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Pine Grove Health and Country Club and LeMoyne College. 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 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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Ashlyn W

Series 66

Dallas, TX

Equitable Advisors

Ashlyn Winter is a Series 66-credentialed financial advisor at Equitable Advisors with one year of experience. Prior to joining Equitable Advisors, she has held roles in various organizations including the Veterans of Foreign Wars and small businesses such as Bijuju Boutique and Hello Beauty Shop. 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 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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Stephen B

Series 63, Series 65

Malta, NY

Equitable Advisors

Stephen Bronder is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has worked at Equitable Advisors since 2011 and was previously with Axa Advisors LLC from 2011 to 2020. Outside of his advisory role, Bronder is a partner at HMS Agency P&C Insurance in Albany, NY. Equitable Advisors serves 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 a variety of advisory models and offers ERISA fiduciary services to qualified plans, with a focus on third-party program sponsors and endorsed 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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Gabriela M

Series 66

Austin, TX

Equitable Advisors

Gabriela Marquez is a financial advisor at Equitable Advisors with one year of experience. She holds a Series 66 credential and has a background that includes roles at Austin Bodybuilding and various food service businesses, as well as teaching positions at the University of Texas at Austin and the Austin Waldorf School. 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, utilizing a range of third-party advisory models and investment options.

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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Douglas B

Series 63, Series 66

Wall, NJ

Equitable Advisors

Douglas Ballard is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at Equitable Advisors since 2004 and previously spent two years at Merrill. Outside of financial advising, Ballard serves as President of the West Virginia University Foundation, where he leads board meetings and oversees chapter activities. 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 variety of advisory programs and third-party managers, offering 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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Evan G

Series 63, Series 65

Morristown, NJ

Equitable Advisors

Evan Gates is a financial advisor with Equitable Advisors in Morristown, NJ, holding Series 63 and Series 65 credentials and 12 years of industry experience. His prior roles include positions at John Wiley & Sons Inc, OneAmerica Securities, American United Life, and Honeywell International Inc. He is involved in a life settlement business through Ashar Group, working jointly with a partner on these transactions. Equitable Advisors serves individuals, corporate and institutional clients by providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm employs a range of advisory programs and third-party asset managers, focusing on personalized client assessments and offering various investment vehicles 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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Evelyn C

Series 66

Miami, FL

Equitable Advisors

Evelyn Cuadrado is a financial advisor at Equitable Advisors with two years of industry experience. She holds a Series 66 designation and has been with Equitable and its affiliated entities since 2012. 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, utilizing a network of Investment Adviser Representatives 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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