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David L

Series 63, Series 65

New York, NY

Equitable Advisors

David Libman is a financial advisor with Equitable Advisors in New York, NY, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked exclusively within the Equitable Advisors and its predecessor AXA Advisors since 2015. 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 through a network of Investment Adviser Representatives. The firm uses a range of proprietary and third-party investment models and offers ERISA 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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Grant A

Series 63, Series 65

Wichita, KS

Equitable Advisors

Grant Ash is a financial advisor at Equitable Advisors with one year of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Equitable Advisors, Ash worked at Goolsby's and held positions at Kansas State University and Neosho County Community College. He was also involved in a business named Ash's to Ashes. 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 range of advisory programs and works with third-party asset managers and LPL-sponsored advisory platforms to tailor solutions based on clients’ risk tolerance and needs.

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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Jennifer M

Series 63, Series 65

Tampa, FL

Equitable Advisors

Jennifer Morales is a financial advisor at Equitable Advisors with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including VALIC Financial Advisors and RBI. Outside of her advisory role, she volunteers as a Girl Scouts troop leader in Central Florida. Equitable Advisors serves individual and institutional clients, providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm utilizes a range of third-party and proprietary investment solutions and offers ERISA 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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Seth E

Series 63, Series 65

Cary, NC

Equitable Advisors

Seth Ellington is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and two years of industry experience. Prior to joining Equitable Advisors, he worked at Fidelity Investments and has a background that includes roles at Southeastern Baptist Theological Seminary and involvement with several church organizations. He serves as a power of attorney for his wife. 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, including third-party model portfolios and discretionary management, offering access to 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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Sheena Z

Series 66

New York, NY

Equitable Advisors

Sheena Zhang is a financial advisor at Equitable Advisors with two years of industry experience and holds a Series 66 designation. Her prior work includes roles at Warner Brothers Discovery and Broadway Crew, among others. 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 primarily 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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John B

CFP®, Series 66

Hunt Valley, MD

Equitable Advisors

John Beynon is a CFP® with 25 years of industry experience, currently associated with Equitable Advisors. His prior work includes roles at Stifel Independent Advisors, City National Bank, RBC Capital Markets Corporation, and Ferris, Baker Watts. Outside of his advisory work, he serves as trustee and partner in family estate and wealth planning entities. 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 various advisory models and third-party asset managers, offering 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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Randall R

CFP®, Series 66

Greenbank, WA

Equitable Advisors

Randall Robichaud is a CFP®-credentialed financial advisor with six years of industry experience, currently at Equitable Advisors. Prior to joining Equitable Advisors in 2025, he spent five years at Edward Jones and held positions at ZeOmega Inc. and Healthwise Inc. He serves as a board member of the Mukilteo Chamber of Commerce, a nonprofit community business organization. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, charitable organizations, and institutional clients. The firm utilizes a range of advisory programs and third-party asset managers, focusing on personalized client information and risk assessment to tailor 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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Cindy M

Series 63, Series 65

Woodbridge, NJ

Equitable Advisors

Cindy Medric Ducore is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and more than 36 years of industry experience. She has been with Equitable Advisors since 2003 and previously worked at Axa Advisors, LLC. Equitable Advisors serves a broad client base, including individual investors, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning and retirement plan consulting through a variety of asset-management programs 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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Nora H

Series 63, Series 66

Oak Brook, IL

Equitable Advisors

Nora Hernandez is a financial advisor at Equitable Advisors with six years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Equitable Advisors since 2019. Prior to her financial advisory career, she operated a home daycare business for 19 years. In addition, she is a member of the Elite Connection Circle networking group. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs. The firm employs a range of advisory programs and works with third-party asset managers and LPL-sponsored platforms to deliver 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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Wendy B

CFP®, Series 66

Northbrook, IL

Equitable Advisors

Wendy Baum is a CFP®-certified financial advisor with 17 years of industry experience, currently with Equitable Advisors since 2008. She co-founded and manages Infinity Strategic Partners, LLC and serves on the Board of Directors at First Bank Chicago. Additionally, she is a Certified Divorce Financial Analyst, providing specialized financial planning services related to divorce. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management through various advisory 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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Ryan F

Series 66

Deerfield, IL

Equitable Advisors

Ryan Fike is a financial advisor at Equitable Advisors with 14 years of industry experience. He holds the Series 66 designation and has been with Equitable Advisors since 2012, previously working at Axa Advisors. 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 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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Emmanuel K

Series 66

Stamford, CT

Equitable Advisors

Emmanuel Kouzelis is a financial advisor with Equitable Advisors in Stamford, CT, holding a Series 66 designation and nine years of industry experience. He has worked at Equitable Advisors since 2017, including time when the firm operated as Axa Advisors, LLC. Kouzelis also operates a sole proprietorship under his name. Equitable Advisors serves a diverse client base including individual investors across wealth levels, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives, using a combination of firm-offered programs 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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James S

Series 66

Saint Paul, IN

Equitable Advisors

James Stewart is a financial advisor at Equitable Advisors with 27 years of industry experience. He holds a Series 66 designation and previously worked at Stifel Independent Advisors, LLC, Raymond James Financial Services, Inc., and Morgan Stanley DW Inc. Outside of his advisory work, he serves as a basketball coach at Waldron High School. 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 delivers its services through a network of Investment Adviser Representatives using various advisory programs, including third-party TAMPs and LPL-sponsored offerings.

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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Karan C

Series 66

Atlanta, GA

Equitable Advisors

Karan Chainani is a financial advisor at Equitable Advisors with nine years of industry experience. He holds a Series 66 designation and has worked at Equitable Advisors since 2017, previously with Axa Advisors and Paramount Energy. Chainani serves as a board member for the Williamsburg neighborhood HOA, participating in community maintenance decisions. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm leverages a network of Investment Adviser Representatives and third-party asset managers to deliver tailored investment 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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Royce E

Series 66

Miami, FL

Equitable Advisors

Royce Eggert is a financial advisor with Equitable Advisors in Miami, FL. He holds the Series 66 designation and has one year of industry experience. Prior to joining Equitable Advisors, he worked at Trump Doral and has experience in education and hospitality sectors. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs through a network of Investment Adviser Representatives and utilizes third-party asset managers and sponsored advisory programs in its client 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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Daniel M

Series 66

New York, NY

Equitable Advisors

Daniel Murphy is a financial advisor with Equitable Advisors in New York, NY. He holds a Series 66 designation and has one year of industry experience. Prior to joining Equitable Advisors, his work experience includes roles outside the financial industry such as appliance repair and food service. Equitable Advisors serves individual clients ranging from non-high-net-worth to high-net-worth, 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 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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Justin G

Series 66

Austin, TX

Equitable Advisors

Justin Green is a financial advisor with Equitable Advisors in Austin, TX, holding a Series 66 designation and three years of industry experience. Prior to joining Equitable Advisors, he worked at LPL Enterprise and The Prudential Insurance Company of America. He has also been involved with Chess In The Schools. Equitable Advisors serves individuals, 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 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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Dean L

Series 63

Independence, OH

Equitable Advisors

Dean Leonakis is a financial advisor with Equitable Advisors, holding a Series 63 designation and 44 years of industry experience. He previously worked at Lincoln Financial Advisors for 27 years before joining Equitable Advisors and OSAIC in 2025. Outside of his advisory role, he is an independent agent engaged in outside fixed insurance sales. 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 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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Mirella A

Series 66

Saddle Brook, NJ

Equitable Advisors

Mirella Arias Soto is a financial advisor with Equitable Advisors, holding a Series 66 credential and six years of industry experience. She has worked at Equitable Advisors since 2024 and previously held roles at MML Investors Services, MassMutual, William Paterson University, and Sax LLP. Outside of her advisory work, she serves as Vice President of Membership for Prospanica NJ. 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’s approach involves matching clients to program models or discretionary managers, relying on 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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Scott L

Series 63, Series 65

Troy, MI

Equitable Advisors

Scott Lagocki is a financial advisor at Equitable Advisors with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Northwestern Mutual Wealth Management Company and Tek Wiegert. 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 through various proprietary and third-party programs. The firm emphasizes matching clients to suitable investment models and managers, offering services that include ERISA fiduciary support and access to 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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