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Collin K

Series 66

San Francisco, CA

Equitable Advisors

Collin Kahal is a financial advisor at Equitable Advisors with four years of industry experience. He holds the Series 66 designation and has previously worked at Washington University - St. Louis and in sports training roles. Outside of his advisory work, he serves as an assistant baseball coach in Orinda, California. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm uses a variety of advisory models and third-party asset managers to deliver tailored 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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Seth F

Series 66

Erie, PA

Equitable Advisors

Seth Faulkner is a financial advisor at Equitable Advisors with one year of industry experience. He holds a Series 66 designation and has previously worked at EQH and Erie Fitness Academy. Equitable Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs, utilizing 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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Anthony B

Series 63, Series 65

Rochester, NY

Equitable Advisors

Anthony Bouvy is a financial advisor with Equitable Advisors in Rochester, NY, holding Series 63 and Series 65 licenses and three years of industry experience. Before joining Equitable Advisors, he worked at Midtown Athletic Club, St. John Fisher University, Midvale Country Club, Monroe Community College, and Advance Coating Service. 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 various asset-management programs. The firm utilizes a range of advisory models, including third-party TAMPs and LPL-sponsored programs, 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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Randle S

Series 63, Series 65, Series 66

San Diego, CA

Equitable Advisors

Randle Schumacher is a financial advisor with Equitable Advisors in San Diego, CA, holding Series 63, 65, and 66 licenses and having 23 years of industry experience. His prior roles include positions at LPL Financial, AXA Advisors, and New England Securities. He also has experience in media production through Rubber Tree Productions. Schumacher serves as a trustee for various immediate family trusts. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, institutional clients, and charitable organizations. The firm uses a range of advisory programs and third-party asset managers, focusing on risk assessment and matching clients to appropriate 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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Emilio P

Series 63, Series 65

Stamford, CT

Equitable Advisors

Emilio Paoloni is a financial advisor at Equitable Advisors with 39 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked at AXA Advisors. In addition to his advisory role, he operates a side business selling group medical insurance and individual disability income insurance. 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, utilizing both proprietary 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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Aaron W

Series 63, Series 65

Erie, PA

Equitable Advisors

Aaron Wakley is a financial advisor with Equitable Advisors in Erie, PA, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. He has worked with Equitable Advisors since 2015, including during the firm's prior affiliation as Axa Advisors, 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 delivers advice through Investment Adviser Representatives, utilizing a range of third-party advisory programs and firm-offered models 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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Joshua G

Series 63, Series 65

New York, NY

Equitable Advisors

Joshua Goodman is a financial advisor at Equitable Advisors with one year of industry experience. Prior to his current role, he held positions with the New York Yankees and New York Jets. Equitable Advisors serves a wide range of clients including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various 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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Zachary C

Series 66

Austin, TX

Equitable Advisors

Zachary Champine is a Series 66-licensed financial advisor with Equitable Advisors in Austin, TX. He began his career with the firm in 2025 and has prior experience in various roles including administration of his father's estate. Equitable Advisors serves individual and institutional clients by providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives, offering a range of advisory programs and third-party manager referrals.

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 S

Series 66

New York, NY

Equitable Advisors

John Sloan is a financial advisor at Equitable Advisors with two years of industry experience. He holds the Series 66 designation and has previously worked at Irving Levin Associates and several hospitality and country club positions. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients, providing financial planning, retirement plan consulting, and various asset-management programs. The firm delivers services through a network of Investment Adviser Representatives and primarily uses third-party asset managers and sponsored advisory programs to implement client 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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Ryan D

Series 66

Sterling Heights, MI

Equitable Advisors

Ryan Davis is a financial advisor at Equitable Advisors with 10 years of industry experience. He holds the Series 66 designation and has been with Equitable Advisors since 2016, including four years when the firm operated as AXA Advisors, LLC. 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, utilizing both in-house and third-party advisory 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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Hugo P

Series 66

New York, NY

Equitable Advisors

Hugo Pierrel is a financial advisor at Equitable Advisors based in New York, NY. He holds the Series 66 designation and has one year of industry experience. Prior to joining Equitable Advisors, his work history includes roles at Australasian Property Group, Champ Camp, Venture Data, and Urban Outfitters. Equitable Advisors serves individuals across wealth levels, pension and profit-sharing plans, corporations, and charitable organizations with financial planning, retirement consulting, and asset management services. The firm uses a network of Investment Adviser Representatives and third-party managers to implement investment strategies tailored to 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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Michael M

Series 63, Series 66

Melville, NY

Equitable Advisors

Michael Mosslih is a financial advisor at Equitable Advisors with 23 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Aegis Capital Corp. for 11 years before joining Equitable Advisors in 2022. Equitable Advisors serves a broad range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering 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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Kurt C

Series 66

Franklin, TN

Equitable Advisors

Kurt Coalmer is a financial advisor with Equitable Advisors in Franklin, TN, holding the Series 66 designation and bringing 17 years of industry experience. His prior roles include positions at Jackson National and Curian Capital, as well as earlier service at Equitable Advisors. Outside of his advisory work, he serves as an executor of an estate for a family member. Equitable Advisors provides financial planning, retirement consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm delivers its services through a network of Investment Adviser Representatives, utilizing various third-party programs and offering a range of investment options including mutual funds, ETFs, 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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Hailey T

Series 63, Series 65

Fort Worth, TX

Equitable Advisors

Hailey Thibodeaux is a financial advisor with Equitable Advisors in Fort Worth, TX, holding Series 63 and Series 65 licenses and having four years of industry experience. Her work history includes roles at MMR Group, BBP Sales, and Posh Boutique. Equitable Advisors serves a diverse client base that includes individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs through a broad 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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Campbell C

Series 66

Carmel, IN

Equitable Advisors

Campbell Cross is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he worked in various roles including at Discount Tire and Pendleton Heights Schools. Equitable Advisors serves a wide range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs. The firm utilizes a variety of advisory models and third-party asset managers, providing services 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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Christopher M

Series 65

Lafayette, LA

Equitable Advisors

Christopher Magouirk is a financial advisor at Equitable Advisors with 41 years of industry experience and holds a Series 65 designation. He has been with Equitable Advisors since 1999, including its predecessor Axa Advisors. Outside of his advisory role, he has been involved as a college baseball umpire. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and nonprofit organizations, providing financial planning, retirement consulting, and various asset management programs through a network of Investment Adviser Representatives and partnerships with 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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Michael S

Series 66

Bala Cynwyd, PA

Equitable Advisors

Michael Stasko is a financial advisor with Equitable Advisors, holding a Series 66 designation and 24 years of industry experience. He has been with Equitable Advisors since 2002, including time at Axa Advisors, LLC through 2020. Outside of his primary role, he is associated with Karr Barth Associates, a private client group advisory practice. Equitable Advisors provides financial planning and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm employs a range of advisory models, leveraging third-party asset managers and LPL-sponsored programs, and offers fiduciary services to qualified plans 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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Ellie C

Series 66

Raleigh, NC

Equitable Advisors

Ellie Campion is a financial advisor at Equitable Advisors with a Series 66 designation and less than one year of industry experience. Prior to joining Equitable Advisors, she held positions at The Meeting Ground and Aquatic Management, among other roles. Equitable Advisors serves a wide range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement consulting, and various asset-management programs. The firm utilizes a network of Investment Adviser Representatives to deliver services through both proprietary and third-party 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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Ethan G

Series 66

Folsom, CA

Equitable Advisors

Ethan Guensler is a financial advisor with Equitable Advisors, holding a Series 66 designation. He began his career with the firm in 2026 and has prior experience working at Whispering Vine and various roles including at the University of Nevada Reno. 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 asset management services through a network of Investment Adviser Representatives, 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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Ezra S

Series 63, Series 65

Wellesley, MA

Equitable Advisors

Ezra Shammay is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Equitable Advisors since 2001, including its predecessor AXA Advisors. Outside of his advisory role, he serves as a board member for Zionist House, an organization selecting Jewish groups in the Boston area that provide services supporting the state of Israel. Equitable Advisors provides financial planning, retirement plan consulting, and asset management to a wide range of clients, including individuals, pension plans, corporations, and charitable organizations. The firm utilizes a network of Investment Adviser Representatives and partners with third-party asset managers to deliver diversified 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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