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David S

Series 63, Series 65

Rochester, NY

Equitable Advisors

David Stoller is a financial advisor with Equitable Advisors in Rochester, NY, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, LLC, since 1999. Outside of his advisory role, he serves as treasurer of the Gerald Dodge organization. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients, providing financial planning, retirement consulting, and a range of asset management programs through a network of Investment Adviser Representatives. The firm uses a combination of proprietary and third-party investment models and does not sponsor its own wrap fee program or advertise hypothetical performance.

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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Hunter G

Series 63, Series 65

Corpus Christi, TX

Equitable Advisors

Hunter Gall is a financial advisor with Equitable Advisors in Corpus Christi, TX, holding Series 63 and Series 65 licenses and having two years of industry experience. Prior to his current role, he has worked with Meyer Services and Tree Top Real Estate among other positions. He is a partial owner of TipTop Real Estate. 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 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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Young H

Series 63, Series 65

Columbia, MD

Equitable Advisors

Young Hwang is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and 37 years of industry experience. He has been with Equitable Advisors since 1999, previously associated with AXA Advisors, LLC until 2020. Outside of his advisory role, he is involved in an insurance brokerage business. Equitable Advisors serves a broad range of clients, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and various asset management programs. The firm utilizes third-party asset managers and advisory programs to tailor investment strategies based on client risk tolerance and objectives.

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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Jeffrey M

Series 63, Series 65

Dallas, TX

Equitable Advisors

Jeffrey Mcnaughton is a financial advisor with Equitable Advisors in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Equitable Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and various asset-management programs using both proprietary 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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Cameron S

Series 63, Series 65

Portland, OR

Equitable Advisors

Cameron Sommer is a financial advisor with Equitable Advisors in Portland, OR, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. Prior to joining Equitable Advisors in 2017, he worked at AXA Advisors and held a position at Portland State University. He is also involved with Illuminate Financial Group, LLC as a financial professional. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers advice through a network of representatives and relies on a variety of third-party advisory programs and discretionary management 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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Luke S

Series 66

Independence, OH

Equitable Advisors

Luke Swaddling is a financial advisor with Equitable Advisors who holds a Series 66 designation and has four years of industry experience. He previously worked at SportRadar and Infinity Fitness, and serves as a board member of the St. Edward Alumni Association in Lakewood, Ohio. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement 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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Michael W

Series 66

Erie, PA

Equitable Advisors

Michael Wolfe is a financial advisor at Equitable Advisors with 16 years of industry experience. He holds the Series 66 designation and has worked at Equitable Advisors since 2014, following prior roles at AxA Advisors and VOYA Financial Advisors, Inc. Outside of his advisory work, Wolfe is a drummer in a local band in Erie, PA. 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 various asset-management programs through a network of Investment Adviser Representatives, using 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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Aaron B

Series 66

Jeannette, PA

Equitable Advisors

Aaron Bunting is a financial advisor at Equitable Advisors with six years of industry experience. He holds the Series 66 designation and previously worked at Larson Texts, Inc. and Gannon University. Outside of advising, he serves as a Contingent Trustee and works as an Independent Agent outside of fixed appointments. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and a variety of asset-management programs. The firm uses a range of advisory models implemented by third-party managers and provides ERISA fiduciary services to qualified plans through credentialed 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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Daniel K

Series 66

Cherry Hill, NJ

Equitable Advisors

Daniel Kukainis is a financial advisor with Equitable Advisors in Cherry Hill, NJ, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Vicus Capital, Schwartz Financial Associates, Cetera Advisor Networks, and TD Bank. He serves as Vice President of the South Jersey Young Professionals Association, where he is involved in establishing the organization's vision, mission, and strategy. 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 access to various advisory programs and third-party asset managers, with a focus on matching clients to models or discretionary managers based on risk tolerance and personal plan information.

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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Samuel C

Series 66

Pittsburgh, PA

Equitable Advisors

Samuel Colaprete is a financial advisor at Equitable Advisors with Series 66 credentials and one year of industry experience. Prior to joining Equitable Advisors, he held positions at several firms including #1 Cochran and Glenna & Co, and has a background spanning roles in various industries along with academic experience at Duquesne University. Equitable Advisors serves a broad client base including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management services through a network of Investment Adviser Representatives, utilizing a range of advisory programs 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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Gerardo I

Series 63, Series 66

Brownsville, TX

Equitable Advisors

Gerardo Iracheta is a financial advisor at Equitable Advisors with five years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Farmers Insurance and SOS Substitutes. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives and third-party asset managers. The firm employs a variety of advisory models and emphasizes the use of 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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Sir Jamison C

Series 66

Roanoke, VA

Equitable Advisors

Sir Jamison Cox is a financial advisor with Equitable Advisors, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Equitable Advisors, he worked at Walmart and has experience in higher education roles at the University of Georgia and the University of North Georgia-Oconee. Equitable Advisors provides financial planning, retirement consulting, and asset management services to a diverse client base, including individuals, corporations, and charitable organizations. The firm utilizes a range of advisory programs and third-party asset managers to tailor investment solutions 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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Milton A

Series 66

Miami, FL

Equitable Advisors

Milton Ares is a financial advisor at Equitable Advisors with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Pruco Securities, LLC, Ameriprise Financial Services, Inc., and runs Ares & Company CPA PA as president. Outside of his advisory role, he is involved in several business ventures including wholesale diamond dealing, general contracting, and vacation rentals. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and a range of asset management programs through a national 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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Erik W

Series 66

Woodbridge, NJ

Equitable Advisors

Erik Wehner is a financial advisor with Equitable Advisors in Woodbridge, NJ, holding a Series 66 designation and four years of industry experience. His prior roles include positions at UBS Financial Services and Carmine Anzalone III. 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 asset managers to deliver customized advisory 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 G

Series 63, Series 66

Woodbridge, NJ

Equitable Advisors

Thomas Gawron is a financial advisor with Equitable Advisors in Woodbridge, NJ, holding Series 63 and Series 66 licenses and having nine years of industry experience. He has been with Equitable Advisors since 2017, following a period at AXA Advisors, LLC. Outside of his advisory role, he is involved in other insurance-related business activities, including Professional Group Plans and an affiliated health plan. Equitable Advisors serves individual clients across wealth segments, 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 a range of firm-offered 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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Ellen R

Series 63, Series 65

Fort Worth, TX

Equitable Advisors

Ellen Rheinlaender is a financial advisor with Equitable Advisors in Fort Worth, TX, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. She has worked at Equitable Advisors since 2014, following her time with Axa Advisors. Outside of her advisory role, she facilitates a mentoring group for young women starting their careers, focusing on professional development and financial goals, and is involved in the distribution of a book titled *American Dream Women* through a family business entity. Equitable Advisors serves individual and institutional clients, providing financial planning, retirement plan consulting, and asset management programs. The firm’s approach includes utilizing third-party asset managers and LPL-sponsored advisory programs, with services tailored through risk assessments and personalized program matching.

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 D

Series 66

North Charleston, SC

Equitable Advisors

Sean Delaunay is a financial advisor with Equitable Advisors in North Charleston, SC, holding a Series 66 designation and two years of industry experience. Prior to joining Equitable Advisors, he worked in the food service industry and held various positions including at Palmetto Smoke House and Oyster Bar and Monks BBQ. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations with financial planning, retirement consulting, and asset management programs. The firm employs a network of Investment Adviser Representatives and utilizes third-party asset managers and advisory programs 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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Grant G

Series 66

Minneapolis, MN

Equitable Advisors

Grant Galarneau Becker is a financial advisor at Equitable Advisors with four years of industry experience. He holds the Series 66 designation and has previously worked in media and food service roles, including positions at KGAN-TV, KTVO-TV, and Papa Murphy's. Outside of financial advising, he is involved as a Dasher with DoorDash. 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. The firm utilizes a range of third-party advisory models and offers services 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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Parker R

Series 66

Portland, OR

Equitable Advisors

Parker Ross is a Series 66 credentialed financial advisor at Equitable Advisors with less than one year of industry experience. Prior to joining Equitable Advisors, Ross was employed in housing services at the University of Oregon. Equitable Advisors serves a broad 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 asset managers. The firm offers diverse investment 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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Austin M

Series 63, Series 65

Columbia, MD

Equitable Advisors

Austin Miller is a financial advisor at Equitable Advisors with two years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at Vicus Capital, Partners Financial Group, Penn Mutual, and Cetera Advisor Networks. Outside of his advisory work, he was involved in his family's farm business for six years. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset management programs. The firm utilizes both in-house and third-party advisory models and provides ERISA fiduciary services through credentialed 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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