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Ryan B

Series 66

Melville, NY

Equitable Advisors

Ryan Brown is a financial advisor at Equitable Advisors with Series 66 credentials and one year of industry experience. Prior to joining Equitable Advisors, he worked at Monster Music, Amazon, and Guitar Center. He has also been a self-employed music instructor since 2018. Equitable Advisors serves a wide range of clients, 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 third-party advisory models 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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Sean J

Series 66

Melville, NY

Equitable Advisors

Sean Joseph is a financial advisor with Equitable Advisors and holds a Series 66 designation. He has one year of industry experience, including prior work at Compliancy Group LLC and involvement in entrepreneurial ventures such as Jeung Golf, LLC. 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 uses a range of advisory models and third-party asset managers to tailor investment solutions 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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Thomas S

Series 66

Bellevue, WA

Equitable Advisors

Thomas Schumacher is a financial advisor with Equitable Advisors in Bellevue, WA. He holds a Series 66 designation and has been with Equitable Advisors since 2025. Prior to this role, Thomas’s background includes positions at Washington State University, Albertsons Companies, and The Church of Jesus Christ of Latter-Day Saints. 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 third-party advisory models and offers services 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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Paul T

Series 66

Troy, MI

Equitable Advisors

Paul Tackett is a financial advisor with Equitable Advisors, holding the Series 66 designation and beginning his industry experience in 2026. His background includes work outside finance in sectors such as golf resort management and automotive manufacturing, as well as roles during his education at the University of Michigan and community involvement through university telefund activities. Equitable Advisors serves a wide range of clients, including individual investors, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs. The firm emphasizes matching clients to investment models or discretionary managers and leverages third-party asset managers and LPL-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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Joe F

Series 63, Series 65

Plano, TX

Equitable Advisors

Joe Flores is a financial advisor with Equitable Advisors in Plano, TX, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. He has worked at Equitable Advisors and its predecessor AXA Advisors since 1999. Flores serves as a director of the Biltmore Swim & Racquet Club Homeowners Association, overseeing its operations and financials on a volunteer basis. 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 uses a range of advisory models and third-party asset managers to deliver tailored investment solutions and 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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Eduardo G

Series 66

Miami, FL

Equitable Advisors

Eduardo Garcia Ona Jr. is a financial advisor at Equitable Advisors with 11 years of industry experience and holds the Series 66 designation. He has previously worked at Bankers Life securities and insurance affiliates for eight years before joining Equitable Advisors in 2021. Outside of his advisory role, he is involved in forex trading. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management services through a network of Investment Adviser Representatives and various 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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Christopher B

Series 66

New York, NY

Equitable Advisors

Christopher Borello is a financial advisor with Equitable Advisors, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors in 2025, he worked at Channel Methods Partners, LLC for two years and has held various roles across different sectors. 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 utilizes a network of Investment Adviser Representatives and partners with third-party asset managers and advisory programs 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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William L

Series 63, Series 65

Savannah, GA

Equitable Advisors

William Lynch is a financial advisor with Equitable Advisors in Savannah, GA, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. His prior roles include positions at Morgan Keegan & Company, LLC, Raymond James & Associates, and AXA Advisors. Outside of his advisory work, he serves as a board member and Youth Committee Chair at the Savannah Yacht Club, organizing youth activities and consulting on club policies. 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 uses personalized client information and risk assessments to match clients with various advisory models and third-party asset managers, offering a broad range 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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Michaela H

Series 63, Series 65

Norwalk, CT

Equitable Advisors

Michaela Hewett is a financial advisor with Equitable Advisors in Norwalk, CT, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. She has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. She is also involved with Emerson Reid. Equitable Advisors serves a wide range of clients 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 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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Vincent E

Series 66

Worthington, OH

Equitable Advisors

Vincent Eckel is a Series 66-credentialed financial advisor with 18 years of industry experience, currently serving at Equitable Advisors since 2008. He previously worked with AXA Advisors, LLC for 12 years. Outside of his advisory role, he services existing clients through an insurance relationship with Allstate Health. 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 employs a range of advisory models and third-party asset management programs, focusing on matching clients to appropriate investment solutions 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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Jesus R

Series 66

Scottsdale, AZ

Equitable Advisors

Jesus Ramirez is a financial advisor at Equitable Advisors with six years of industry experience. He holds a Series 66 credential and previously worked at Healthier Money and in the restaurant industry before joining Equitable Advisors. His outside business activities include involvement in fixed insurance. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and nonprofit organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm uses a range of proprietary and third-party advisory programs, covering 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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Jesse Y

Series 63, Series 65

Melville, NY

Equitable Advisors

Jesse Yoskowitz is a financial advisor at Equitable Advisors with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Axa Advisors, Henry Schein, and Limitless Group. Outside of his advisory role, he is involved in health insurance sales through TMRW Benefits and BenAdvance. 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 delivered 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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Hye Ri K

Series 63, Series 65

Los Angeles, CA

Equitable Advisors

Hye Ri Kim is a financial advisor with Equitable Advisors in Los Angeles, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. She has worked at Equitable Advisors since 2014 and was also with Axa Advisors, LLC for six years. 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 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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Rougih M

Series 66

Carmel, IN

Equitable Advisors

Rougih Makkar is a financial advisor with Equitable Advisors located in Carmel, Indiana. He holds a Series 66 designation and has experience in related roles since 2022, including positions at Charles Schwab, Thrivent Investment Management, and Equitable Advisors. His prior work includes roles outside the financial sector such as with DoorDash, Lyft, Uber, and the Indiana Army National Guard. 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 advisory programs delivered through Investment Adviser Representatives and third-party asset 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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Shin G

Series 66

Cliffside Park, NJ

Equitable Advisors

Shin Goda is a financial advisor with Equitable Advisors, holding a Series 66 designation and bringing 24 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 2002. In addition to his advisory role, he has outside business activities connected with Nippon Life. 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 a range 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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Crystal S

Series 66

Bellevue, WA

Equitable Advisors

Crystal St Germain is a financial advisor at Equitable Advisors in Bellevue, WA, holding a Series 66 designation. She has been with Equitable Advisors since 2025 and has diverse prior experience including roles at Walmart and Montana Silversmiths. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a network of Investment Adviser Representatives and third-party asset managers to deliver advice and manage client portfolios across various 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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Daniel M

Series 66

Oak Brook, IL

Equitable Advisors

Daniel Murphy is a financial advisor at Equitable Advisors with 27 years of industry experience. He holds a Series 66 designation and has worked with Equitable Advisors since 2001, including its predecessor, AXA Advisors, LLC. Outside of his advisory role, Murphy is a partner at Goal Point Strategies. 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 range of advisory programs and third-party asset managers to tailor investment strategies according to client needs and risk profiles.

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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Shannon K

Series 66

Toms River, NJ

Equitable Advisors

Shannon King is a financial advisor at Equitable Advisors with six years of industry experience. He holds the Series 66 designation and has previously worked at Labaton Sucharow LLP and AXA Advisors. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs. The firm uses a range of advisory models implemented through both proprietary and third-party platforms, providing services that include mutual funds, ETFs, separately managed accounts, 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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Rodrigo A

Series 63, Series 66

New York, NY

Equitable Advisors

Rodrigo Arauz is a financial advisor with Equitable Advisors in New York, NY, holding Series 63 and Series 66 registrations and nine years of industry experience. He has been with Equitable Advisors since 2017, following prior roles at AXA Advisors, LLC and Lynne R. Salsbury. He also operates businesses under the names The Emergy Group and BLUE COVE CAPITAL. 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 delivers advice through a network of representatives and utilizes third-party asset managers and advisory programs 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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Carson D

Series 66

Ft. Lauderdale, FL

Equitable Advisors

Carson Degen is a Series 66 licensed financial advisor with Equitable Advisors in Ft. Lauderdale, FL, where he has worked since 2026. His career includes diverse roles across industries such as design, education, and hospitality prior to joining Equitable Advisors. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, providing 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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