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Micah L

Series 66

Pittsburgh, PA

Equitable Advisors

Micah Larson is a financial advisor with Equitable Advisors in Pittsburgh, PA, holding a Series 66 designation and eight years of industry experience. He has worked at Equitable Advisors since 2018 and previously at AXA Advisors. Outside of advising, he serves as Treasurer on the Advisory Board of the Trade Institute of Pittsburgh and works as a life coach and consultant. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, institutions, and organizations. The firm delivers its services through a network of Investment Adviser Representatives, utilizing a range of 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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Matthew B

Series 66

New York, NY

Equitable Advisors

Matthew Brigham is a financial advisor with Equitable Advisors in New York, NY, holding a Series 66 designation and one year of industry experience. He has held roles at Equitable Advisors, Durham Brothers LLC, True Lacrosse, and Aetna. Outside of his advisory work, he is co-owner of Durham Brothers LLC. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and 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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Gerald C

Series 63, Series 66

Lockport, NY

Equitable Advisors

Gerald Calabrese is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and accumulating 12 years of industry experience. He has been with Equitable Advisors since 2014, including its prior operation as Axa Advisors, LLC. Outside of his advisory work, he manages the Amherst Red Knights 8U hockey team. Equitable Advisors serves individual, institutional, and charitable clients with financial planning, retirement consulting, and asset management services. The firm offers a range of investment programs through a network of advisers and third-party managers, focusing on matching client needs with appropriate advisory models and providing 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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Amanda P

Series 66

Raleigh, NC

Equitable Advisors

Amanda Penrose is a financial advisor with Equitable Advisors in Raleigh, NC, holding a Series 66 designation and having three years of industry experience. Prior to joining Equitable Advisors, she worked at Oakbridge Financial Group and Dillon Burdette. In addition to her advisory work, she owns and operates Amanda Michele Photography. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and asset-management programs. The firm employs a network of Investment Adviser Representatives and relies on both proprietary and third-party investment solutions, including discretionary portfolio management 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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Nicholas L

Series 66

San Antonio, TX

Equitable Advisors

Nicholas La Valley is a financial advisor with Equitable Advisors based in San Antonio, TX. He holds a Series 66 designation and has been with Equitable Advisors since 2026. His prior experience includes multiple roles at Higginbotham and various positions outside the financial industry, including work in education and food service. Equitable Advisors serves individual and institutional clients, providing financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes a range of advisory programs and third-party managers, focusing on matching clients with appropriate investment models 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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Seth J

Series 66

Scottsdale, AZ

Equitable Advisors

Seth Johnson is a financial advisor at Equitable Advisors in Scottsdale, AZ, holding a Series 66 designation. He has one year of industry experience and previously worked at ADP and other non-financial roles. Equitable Advisors serves a range of clients including individuals, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and 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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David E

Series 63, Series 65

Wichita, KS

Equitable Advisors

David Ewert is a financial advisor at Equitable Advisors with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel Independent Advisors, LLC for 24 years and Eisenhart And Associates for over 30 years. Outside of his advisory work, he maintains and manages a rental property in Wichita, KS. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning and a range of asset-management programs. The firm uses a variety of advisory models, primarily implemented through third-party managers and TAMPs, and provides 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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Destiny W

Series 66

Orlando, FL

Equitable Advisors

Destiny Walker is a financial advisor with Equitable Advisors in Orlando, FL, holding the Series 66 designation and beginning her advisory career in 2026. Prior to joining Equitable Advisors, she managed and operated Stick & Shine, Co., a business specializing in stickers, magnets, and flyers. She also has experience in the food service industry, including a role as Catering Manager and Store Associate at Jersey Mike's. Equitable Advisors serves a wide range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management through both proprietary and third-party 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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Nathan K

Series 66

Troy, MI

Equitable Advisors

Nathan Kniesteadt is a financial advisor with Equitable Advisors in Troy, MI, holding a Series 66 designation and currently in his first year in the industry. His background includes involvement with youth hockey organizations and local business ventures. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management 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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Amy P

Series 63, Series 66

New York, NY

Equitable Advisors

Amy Portilla is a financial advisor at Equitable Advisors with 22 years of industry experience. She holds Series 63 and Series 66 designations and has been with Equitable Advisors since 2008, previously affiliated with Axa Advisors, LLC. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and a variety of asset-management programs. The firm employs a range of advisory models delivered through both proprietary and third-party managers, focusing on personalized risk assessment and 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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Brandon L

Series 66

New York, NY

Equitable Advisors

Brandon Lou is a financial advisor with Equitable Advisors in New York, NY. He holds a Series 66 designation and has less than one year of industry experience. Prior to joining Equitable Advisors, he was employed at the Royal Bank of Canada and attended Villanova University. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management through a network of advisors, utilizing both proprietary and 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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Dylan C

Series 66

Centerville, OH

Equitable Advisors

Dylan Clark is a financial advisor with Equitable Advisors in Centerville, OH, holding a Series 66 credential and one year of industry experience. Prior to joining Equitable Advisors, he worked at Legend Web Works and has been involved in multiple business activities, including ownership of Gem City CrossFit DBA Altered Gym and support staff at Timothy's Bar. 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 client-centered approach that includes risk assessment and matching to program models or discretionary managers, 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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Jack K

Series 63, Series 65

League City, TX

Equitable Advisors

Jack Kaiser Jr. is a financial advisor with Equitable Advisors in League City, TX, holding Series 63 and Series 65 designations and eight years of industry experience. He has been with Equitable Advisors since 2018 and previously worked at Axa Advisors, LLC. Equitable Advisors serves individuals—including non-high-net-worth and high-net-worth clients—pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs through a nationwide network of Investment Adviser Representatives. The firm emphasizes matching clients to program models or discretionary managers, often using 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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Betty H

Series 63, Series 65

Chambersburg, PA

Equitable Advisors

Betty Hawbaker is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. She has been with Equitable Advisors since 2005 and was concurrently affiliated with Axa Advisors, LLC from 2005 to 2020. 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 assessing client information and risk tolerance to match clients with appropriate program models or discretionary managers, 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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Keith G

Series 63, Series 66

Jupiter, FL

Equitable Advisors

Keith Gillman is a financial advisor with Equitable Advisors and holds Series 63 and Series 66 licenses. He has 43 years of industry experience, including roles at Morgan Stanley Private Bank, UBS Financial Services, and Citigroup Global Markets. Outside of his advisory work, he serves as the administrator and executor of his mother's estate. Equitable Advisors serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs. The firm’s approach involves assessing client needs and risk tolerance to match them with appropriate advisory models 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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Ross A

Series 66

Troy, MI

Equitable Advisors

Ross Armstrong is a financial advisor with Equitable Advisors in Troy, Michigan. He holds a Series 66 designation and has three years of industry experience. Outside of his advisory role, he is a sales associate at Time Travelers, a comics, cards, and collectibles business. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives and utilizes 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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Matthew E

Series 63, Series 65

Williamsville, NY

Equitable Advisors

Matthew Escobar is a financial advisor with Equitable Advisors in Williamsville, NY, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He previously worked at Axa Advisors, LLC from 2016 to 2020 before continuing his career at Equitable Advisors. Outside of his advisory role, Escobar is co-founder and President of the Board of Directors for West Side International Soccer, a nonprofit organization where he also coaches and supervises youth soccer coaches. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and various asset-management programs. The firm delivers services through a network of Investment Adviser Representatives using both in-house 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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Michael L

Series 63, Series 65

Broadview Heights, OH

Equitable Advisors

Michael Lewis is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. He has been with Equitable Advisors since 1999, previously associated with AXA Advisors, LLC during the same period. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, plans, corporations, charitable organizations, and institutional clients. The firm’s approach involves assessing client information and risk tolerance to align clients with program models or discretionary managers, offering a range of investment solutions including mutual funds, ETFs, separately managed accounts, and select alternatives.

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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Jay G

Series 63, Series 65

Colts Neck, NJ

Equitable Advisors

Jay Goldberg is a financial advisor with Equitable Advisors in Colts Neck, NJ, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been with Equitable Advisors since 1999, following a tenure with Axa Advisors. His other business activities include involvement in various outside insurance businesses. Equitable Advisors serves a broad client base, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and diverse asset management programs. The firm’s approach involves assessing client information and risk tolerance to align clients with appropriate advisory models, utilizing both firm-offered 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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Taisha R

Series 66

Saint Johns, FL

Equitable Advisors

Taisha Roche is a financial advisor at Equitable Advisors with five years of industry experience. She holds the Series 66 designation and has worked in various roles including self-employment and positions at the University of North Florida prior to joining Equitable 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 asset management programs. The firm’s approach involves assessing client information and risk tolerance to match them with appropriate investment 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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