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Michael L

Series 63, Series 66

Syracuse, NY

Equitable Advisors

Michael Leone is a financial advisor with Equitable Advisors in Syracuse, NY, holding Series 63 and Series 66 designations and 21 years of industry experience. He has been with Equitable Advisors since 2005, including its predecessor AXA Advisors, and is involved in several property management ventures as a minority owner and member of multiple limited liability companies. Equitable Advisors serves a broad range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through both firm-offered and third-party programs. The firm’s advisory approach includes risk assessment and matching clients to program models or discretionary managers, utilizing 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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Brian G

Series 66

Greenwood Village, CO

Equitable Advisors

Brian Gibson is a financial advisor with Equitable Advisors in Greenwood Village, CO, holding a Series 66 credential and seven years of industry experience. He has been with Equitable Advisors since 2018 and previously worked at Axa Advisors, LLC. Outside of his advisory role, he engages in a car-sharing activity by renting a vehicle on Turo. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by offering financial planning, retirement plan consulting, and asset-management services through a network of Investment Adviser Representatives. The firm employs a variety of advisory models, including third-party asset managers and LPL-sponsored 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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Michael B

Series 63, Series 65

Saddle Brook, NJ

Equitable Advisors

Michael Buccolo is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and 36 years of industry experience. He has been with Equitable Advisors since 1999, including its prior operation as AXA Advisors, LLC. Equitable Advisors serves individuals, 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. The firm offers multiple advisory models, including third-party and firm-offered 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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Richard T

Series 63, Series 65

Roanoke, VA

Equitable Advisors

Richard Taylor Jr. is a financial advisor with Equitable Advisors in Roanoke, VA, holding Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Solid Rock Financial Partners, Eagle Strategies, NYLIFE Securities, and New York Life Company. Before entering the financial industry, he worked for United Parcel Service for over three decades. 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 employs a range of advisory models implemented through third-party asset managers 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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James D

Series 66

Newport Beach, CA

Equitable Advisors

James Dixon is a financial advisor with Equitable Advisors in Newport Beach, CA, holding a Series 66 designation and five years of industry experience. He previously worked at Commonwealth Financial Network for five years and is a member of Allison Financial Group, Inc. Dixon serves as trustee or co-trustee for three immediate family trusts. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm employs a range of advisory programs delivered through Investment Adviser Representatives and partners with third-party asset 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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Jacob M

Series 66

Brookfield, WI

Equitable Advisors

Jacob Mattson is a financial advisor with Equitable Advisors in Brookfield, WI, holding a Series 66 designation and 16 years of industry experience. He has worked with Equitable Advisors since 2010, including time under the Axa Advisors name prior to rebranding. Outside of his advisory role, Mattson serves as a WIAA basketball and football official for youth sports. 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 strategies.

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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Cynthia H

Series 63, Series 66

New York, NY

Equitable Advisors

Cynthia Hetner is a financial advisor at Equitable Advisors with 25 years of industry experience. She holds Series 63 and Series 66 certifications and has been with Equitable Advisors and its predecessor, Axa Advisors, since 2006. Based in New York, NY, she has a long tenure at the firm. 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 through its network of Investment Adviser Representatives, utilizing both proprietary and third-party investment 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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Jason B

Series 63, Series 65

Sheffield, OH

Equitable Advisors

Jason Bennett is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has worked at Equitable Advisors since 2016 and previously at Axa Advisors. He serves as the treasurer of the Rocky River Soccer Organization. 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 advisory programs, including third-party asset managers and LPL-sponsored solutions, emphasizing client-specific risk assessment and tailored investment 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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James Y

Series 66

Pittsburgh, PA

Equitable Advisors

James Young II is a financial advisor at Equitable Advisors with one year of industry experience. He holds a Series 66 designation and has held various roles outside of finance, including co-owning a fitness business and leading sales for an ATM service company. Equitable Advisors serves individuals, retirement plans, corporations, and institutional clients, providing financial planning, retirement consulting, and asset management through a broad 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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Bradley G

Series 66

Cumming, GA

Equitable Advisors

Bradley Godfrey is a financial advisor with Equitable Advisors, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at MML Investors Services LLC, MassMutual Life Insurance Co, and Edward Jones. He is also involved in outside insurance activities. Equitable Advisors serves individual and institutional clients with financial planning, retirement consulting, and asset management programs, leveraging 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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Shaun O

Series 63, Series 66

Conshohocken, PA

Equitable Advisors

Shaun O'Connor 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 multiple firms including Firstrust Financial Advisors and Axa Advisors, and serves as an independent insurance agent selling disability, fixed annuities, life, accident, health, and long-term care insurance. Equitable Advisors serves a broad 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 utilizes a network of Investment Adviser Representatives and partners with 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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Alexander S

Series 63, Series 65

Lakewood, OH

Equitable Advisors

Alexander Solove is a financial advisor with Equitable Advisors in Lakewood, Ohio, holding Series 63 and Series 65 certifications and 13 years of industry experience. He has worked with Equitable Advisors since 2013, including time under its former name, AxA Advisors. Outside of his advisory role, Solove works as a consultant with StudentLoan Tech Inc. and serves as a development associate with Jerome Solove Development Inc. 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 utilizes a network of Investment Adviser Representatives and third-party managers to provide advisory solutions 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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Ronald B

Series 63, Series 65

Des Moines, IA

Equitable Advisors

Ronald Bristow is a financial advisor with Equitable Advisors in Des Moines, IA, holding Series 63 and Series 65 licenses and having 26 years of industry experience. He has worked at Equitable Advisors since 2010, following prior roles at AxA Advisors, UBS Financial Services, and Morgan Stanley Dw Inc. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm offers various advisory programs and emphasizes matching clients to appropriate 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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Thomas N

Series 66

Bala Cynwyd, PA

Equitable Advisors

Thomas Nardelli is a financial advisor at Equitable Advisors with a Series 66 credential and two years of industry experience. His prior work includes roles at JG Wentworth LLC and Lyft. 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’s approach involves assessing client risk tolerance and matching clients to advisory models or discretionary managers, utilizing both proprietary 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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Julian M

Series 66

Erie, PA

Equitable Advisors

Julian Mascio is a financial advisor at Equitable Advisors with one year of industry experience. He holds a Series 66 designation and has professional experience that includes roles at Hexstar Medical Group and the Peters Township School District. 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 Investment Adviser Representatives using various 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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Chad V

Series 66

Jefferson, OH

Equitable Advisors

Chad Vavpetic is a financial advisor at Equitable Advisors with 20 years of industry experience. He holds the Series 66 designation and has been with Equitable Advisors since 2006, including when it operated as Axa Advisors, LLC. Vavpetic serves as a board member for Junior Achievement of Mahoning Valley. Equitable Advisors provides financial planning and asset management services to individuals, pension plans, corporations, and charitable organizations through a network of Investment Adviser Representatives, using 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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Alfred D

Series 66

Great Neck, NY

Equitable Advisors

Alfred Dilamani is a Series 66 licensed financial advisor with Equitable Advisors in Great Neck, NY, where he has worked since 2015. He has 11 years of industry experience and previously worked at Axa Advisors, LLC and Pillar Rock USA Corp. He is a member of the Jewish Youth Social Management Group. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing 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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Alan B

Series 66

Columbia, MD

Equitable Advisors

Alan Brennan is a Series 66-licensed financial advisor with Equitable Advisors, based in Columbia, MD. He has one year of industry experience and previously worked at the Henry M. Jackson Foundation for six years. 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 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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Ting Y

Series 63, Series 65

Morristown, NJ

Equitable Advisors

Ting Yeung is a financial advisor at Equitable Advisors in Morristown, NJ, holding Series 63 and Series 65 licenses with 10 years of industry experience. He has been with Equitable Advisors, and previously AXA Advisors LLC, since 2016. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients, providing financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives and third-party partnerships. The firm emphasizes matching clients to program models or discretionary managers and offers a range of investment options including 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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Matthew K

Series 66

Rochester, NY

Equitable Advisors

Matthew Keenan is a Series 66-registered financial advisor with Equitable Advisors in Rochester, NY, where he has worked since 2006. He has 20 years of industry experience, including 14 years with Axa Advisors, LLC. Outside of his advisory role, he is involved in consulting and life settlements through the Ashar Group. Equitable Advisors serves a broad client base, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs. The firm utilizes a range of advisory models delivered through a network of Investment Adviser Representatives and third-party sponsors, offering diversified investment options 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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