Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
Find a financial advisor
Based on your filters