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Candice M

Series 63, Series 66

Oak Brook, IL

Equitable Advisors

Candice Monroe is a financial advisor with Equitable Advisors in Oak Brook, IL, holding Series 63 and Series 66 licenses and having 19 years of industry experience. Her prior roles include positions at Morgan Stanley and Commonwealth Financial Network. She volunteers with the Naperville Area Humane Society. 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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Gerald M

Series 63, Series 65

Bethlehem, PA

Equitable Advisors

Gerald Miletics Jr. is a financial advisor at Equitable Advisors with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Equitable Advisors and its predecessor AXA Advisors since 1999. Outside of his advisory work, he serves as a board member of the Muhlenberg College Wrestling Booster Club. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individual and institutional clients. The firm offers a range of advisory programs through its 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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Gregg H

Series 66

Orlando, FL

Equitable Advisors

Gregg Hall is a financial advisor at Equitable Advisors in Orlando, FL, holding the Series 66 designation with 14 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 2012. Equitable Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm provides financial planning, retirement plan consulting, and a variety of asset-management programs 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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Michael B

Series 66

Cincinnati, OH

Equitable Advisors

Michael Brandy is a Series 66-licensed financial advisor with Equitable Advisors in Cincinnati, Ohio. He has two years of industry experience and previously worked at the University of Kentucky and Art Daniel's Pool Company. Equitable Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and various asset management programs primarily through 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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Anthony C

Series 66

Erie, PA

Equitable Advisors

Anthony Chiarelli is a financial advisor with Equitable Advisors in Erie, PA, holding a Series 66 designation and seven years of industry experience. He has been with Equitable Advisors since 2019 and previously worked at Axa Advisors, LLC. He also spent three years at Gannon University early in his career. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and asset management programs. The firm emphasizes risk assessment and tailored advisory models, 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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Nicholas S

Series 63, Series 65

Stamford, CT

Equitable Advisors

Nicholas Stamatellos is a financial advisor with Equitable Advisors in Stamford, CT, holding Series 63 and Series 65 credentials and possessing 25 years of industry experience. He has been with Equitable Advisors since 2010, including time at its predecessor Axa Advisors, and previously worked at Waddell & Reed. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs a variety of advisory models, often utilizing third-party asset managers and tools, and offers 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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Matthew C

Series 63, Series 65

Bala Cynwyd, PA

Equitable Advisors

Matthew Crane is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked at Equitable Advisors since 2016 and previously held roles at Mutual of Omaha Investor Services and MSI Financial Services. Outside of his advisory work, Crane has ownership interests in an insurance agency and a financial group. Equitable Advisors serves a 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 primarily delivered through 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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Cade K

Series 63, Series 66

Honolulu, HI

Equitable Advisors

Cade Kozuma is a financial advisor with Equitable Advisors holding Series 63 and Series 66 credentials. He has recently started his career in the industry, having held positions at Northwestern Mutual Life Insurance Company and Northwestern Mutual Investment Services LLC prior to joining Equitable Advisors. Kozuma’s background also includes work experience in hospitality and education. 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, utilizing a combination of third-party asset managers and firm-offered models 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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Gregory C

Series 63, Series 65

Wayne, PA

Equitable Advisors

Gregory Conti is a financial advisor with Equitable Advisors in Wayne, PA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Equitable Advisors and its predecessor AXA Advisors since 1999. Conti is president of C&C Financial Company, which places group life, disability, health, dental, and vision insurance coverage for corporations and individuals. Equitable Advisors serves individual and institutional clients, including pension and profit-sharing plans, offering financial planning, retirement plan consulting, and asset-management programs. The firm delivers advice through a network of Investment Adviser Representatives, utilizing both proprietary and third-party programs 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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Stephen K

Series 66

Oak Brook, IL

Equitable Advisors

Stephen Kurka is a financial advisor with Equitable Advisors in Oak Brook, IL, holding a Series 66 designation and 17 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, LLC, since 2009. Outside of his advisory role, he is involved with an outside insurance brokerage under the name Wells, Roselieb and Raia Wealth Management, LLC. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and various asset management programs. The firm uses a range of advisory models implemented through third-party sponsors and offers 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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Timothy D

Series 63, Series 65

Irvine, CA

Equitable Advisors

Timothy Dunigan is a financial advisor with Equitable Advisors in Irvine, CA, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has worked with Equitable Advisors and its predecessor AXA Advisors since 2011. Outside of his advisory role, Dunigan is the owner and founder of Dunigan Creative, a photography company based in Costa Mesa, CA. Equitable Advisors serves individual clients across wealth levels, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers financial planning, retirement plan consulting, and asset-management programs, utilizing a range of third-party advisory models and programs alongside proprietary 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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Alfred D

Series 66

Raleigh, NC

Equitable Advisors

Alfred Darakjian is a financial advisor with Equitable Advisors based in Raleigh, NC, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Mass Mutual Investors Services, MassMutual Life Insurance Company, Duke University Health System, and Credit Suisse Securities LLC. Outside of his advisory work, he serves as president and CPA/tax preparer of Alfred Darakjian Consulting, Inc., providing tax and accounting services. 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 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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Jeffrey T

Series 63, Series 66

Columbia, MD

Equitable Advisors

Jeffrey Tindall is a financial advisor with Equitable Advisors in Columbia, MD, holding Series 63 and Series 66 licenses and having 19 years of industry experience. He has been with Equitable Advisors since 2006 and previously worked with 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 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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Louis S

Series 66

Woodbridge, NJ

Equitable Advisors

Louis Simone is a Series 66 licensed financial advisor with Equitable Advisors in Woodbridge, NJ. He has 20 years of industry experience, spending his entire career since 2006 with Equitable Advisors and its predecessor Axa Advisors. Outside of advising, he is a silent owner of a fitness business, AFC Hudson LLC, holding a 40% stake without day-to-day involvement. 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 through a network of investment professionals, utilizing third-party managers and a variety of 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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Benjamin B

Series 66

Bala Cynwyd, PA

Equitable Advisors

Benjamin Bross 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 under its former name, Axa Advisors. Bross also operates a business under the name Inituitive Planning Group. 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 programs. The firm utilizes a combination of proprietary and third-party investment solutions, with a focus on matching clients to appropriate advisory models and 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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Reid R

Series 66

Dallas, TX

Equitable Advisors

Reid Randecker is a financial advisor with Equitable Advisors in Dallas, TX, holding a Series 66 designation and 11 years of industry experience. He has worked at Equitable Advisors since 2015 and was previously affiliated with Axa Advisors, LLC from 2015 to 2020. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm utilizes both proprietary and third-party investment programs while 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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Matthew H

Series 63, Series 66

Atlanta, GA

Equitable Advisors

Matthew Hossom is a financial advisor with Equitable Advisors in Atlanta, GA, holding Series 63 and Series 66 licenses and bringing seven years of industry experience. His background includes roles at AXA Advisors LLC and entrepreneurial ventures such as Gata Movers LLC, UME Lawn Service, and Corners Cut LLC. 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 through a network of Investment Adviser Representatives and third-party programs. The firm emphasizes personalized client assessments and utilizes a range of investment vehicles 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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Benjamin H

Series 66

Troy, MI

Equitable Advisors

Benjamin Hawker is a financial advisor with Equitable Advisors, holding a Series 66 designation and one year of industry experience. His background includes various roles related to golf course management and operations as well as a four-year period at the University of Michigan. 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 a network of Investment Adviser Representatives, utilizing both proprietary 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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Daniel M

Series 66

Scottsdale, AZ

Equitable Advisors

Daniel Mc Keever V is a financial advisor with Equitable Advisors holding a Series 66 designation. He has one year of industry experience and joined Equitable Advisors in 2025. Outside of his advisory role, he is involved with his family business, The McKeever Group Inc., where he performs back office administrative duties. Equitable Advisors provides financial planning, retirement plan consulting, and asset management programs to individuals including non‑high-net-worth and high-net-worth clients, as well as pension plans, corporations, and charitable organizations. The firm leverages third-party advisory models and offers a range of investment options including mutual funds, ETFs, 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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Weston C

Series 66

Pensacola, FL

Equitable Advisors

Weston Cramer is a financial advisor with Equitable Advisors in Pensacola, FL, holding a Series 66 designation and 13 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 2013. Outside of his advisory role, Cramer serves as a trustee for several family-owned trusts and a privately held grocery retail company, and he is a volunteer puppy raiser for Canine Companions, training service dogs. 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 Investment Adviser Representatives using a variety of third-party and proprietary programs, focusing on personalizing client solutions based on 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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