Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Aaditya P
Series 66
Deerfield, IL
Equitable Advisors
Aaditya Patel is a Series 66-licensed financial advisor with Equitable Advisors in Deerfield, IL, and has one year of industry experience. Prior to joining Equitable Advisors, he worked at Bankers Life and held various other roles outside the financial sector, including a position with Bradley University’s Intramural Sports Department. Equitable Advisors serves a broad client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives, utilizing both firm-offered programs and third-party managers.
Jeremy F
Series 66
Independence, OH
Equitable Advisors
Jeremy Fuqua 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 in various roles including at Dave's Cosmic Subs and GNC. 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 asset-management programs through a network of Investment Adviser Representatives, utilizing a mix of proprietary and third-party investment solutions.
Zachary B
Series 66
Minneapolis, MN
Equitable Advisors
Zachary Bollom is a financial advisor with Equitable Advisors based in Minneapolis, MN. He holds a Series 66 designation and has been with Equitable Advisors since 2026. Prior to this role, he has experience working in various educational and appraisal positions. 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, utilizing a network of Investment Adviser Representatives and third-party asset managers.
Evan B
Series 66
Sayreville, NJ
Equitable Advisors
Evan Brown is a financial advisor with Equitable Advisors, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Absolute Fire Protection, Firestone Complete Autocare, and Universal Technical Institute. Equitable Advisors serves individual clients across wealth levels, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and asset management programs delivered through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.
Richard A
Series 66
Falls Church, VA
Equitable Advisors
Richard Allen is a financial advisor with Equitable Advisors in Falls Church, VA, holding a Series 66 designation and 23 years of industry experience. He has been with Equitable Advisors since 2002 and previously worked at Axa Advisors. Outside of his advisory role, Allen serves as president of a homeowners association and is a board member of the DC Public Education Fund. 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 utilizes a range of investment models and third-party asset managers, offering services that include mutual funds, ETFs, separately managed accounts, and select alternative investments.
Jacob L
Series 63, Series 66
Erie, PA
Equitable Advisors
Jacob Lombardozzi is a financial advisor with Equitable Advisors in Erie, PA, holding Series 63 and Series 66 licenses and six years of industry experience. Prior to joining Equitable Advisors in 2020, he worked at Country Fair Inc. and spent time at Edinboro University. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients, offering financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a range of advisory models through third-party sponsors and provides ERISA fiduciary services to qualified plans.
Andrew D
Series 66
New York, NY
Equitable Advisors
Andrew Derasmo is a Series 66-registered financial advisor with Equitable Advisors in New York, NY, and has three years of industry experience. Prior to joining Equitable Advisors, he was affiliated with the University of Delaware and Saint Joseph's University, and he also has experience at the Centerport Yacht Club. 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 asset-management programs through a network of Investment Adviser Representatives and third-party managers.
Christopher M
Series 66
Orlando, FL
Equitable Advisors
Christopher Musick is a financial advisor at Equitable Advisors with 22 years of industry experience. He holds the Series 66 designation and has been with Equitable Advisors since 2002, including the period when the firm operated as Axa Advisors, LLC. He is based in Orlando, Florida. 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 partners with third-party asset managers to deliver customized investment solutions.
Ilya I
Series 66
New York, NY
Equitable Advisors
Ilya Ishayev is a financial advisor with Equitable Advisors in New York, NY, holding a Series 66 designation and 16 years of industry experience. He has worked at Equitable Advisors since 2011 and previously held positions at Axa Advisors, LLC and Wells Fargo Investments, LLC. Ishayev also operates a business known as The Bailey Group and holds insurance appointments with Lloyds of London and Penn Mutual Insurance carrier directly, as well as Bestow Term Life. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients, offering financial planning, retirement plan consulting, and asset-management programs. The firm delivers services through a network of Investment Adviser Representatives and uses a mix of firm-offered and third-party advisory programs, covering mutual funds, ETFs, separately managed accounts, and select alternative investments.
Abigail P
Series 66
Independence, OH
Equitable Advisors
Abigail Peterson is a Series 66-credentialed financial advisor at Equitable Advisors with two years of industry experience. Prior to joining the firm, she worked in finance and event roles at Ohio University’s College of Business and has experience in the catering and hospitality sectors. She serves as a non-investment committee member for the Working Women's Connection Networking Group in Westlake, OH. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of investment programs and third-party managers to deliver tailored advice and ERISA fiduciary services.
Cosmoronde D
Series 63, Series 65
Independence, OH
Equitable Advisors
Danielly Cosmoronde is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. Prior to joining Equitable Advisors in 2022, Danielly worked at Bank of America and Merrill. Outside of advisory work, Danielly serves on several nonprofit boards in Cleveland, including the Museum of Contemporary Art and Friends of Breakthrough Schools. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, institutions, and charitable organizations. The firm utilizes a range of third-party asset managers and proprietary programs, focusing on aligning client risk tolerance with appropriate investment models.
Dominick S
Series 66
Rochester, NY
Equitable Advisors
Dominick Scro is a financial advisor at Equitable Advisors with two years of industry experience. He holds the Series 66 designation and has worked at several companies including Amazon, Walmart, and Assured Partners. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and a variety of asset-management programs. The firm utilizes both proprietary and third-party advisory models and offers ERISA fiduciary services through credentialed representatives.
Jack O
Series 66
New York, NY
Equitable Advisors
Jack O'donohue is a financial advisor at Equitable Advisors with one year of industry experience. He holds a Series 66 designation and has previously worked at Morrinson Wealth and the Bassett Street Brunch Club. 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. The firm utilizes various advisory models, third-party asset managers, and offers ERISA fiduciary services to qualified plans.
Margaret C
Series 63, Series 65
Erie, PA
Equitable Advisors
Margaret Chido is a financial advisor with Equitable Advisors in Erie, PA, holding Series 63 and Series 65 credentials and eight years of industry experience. She has been with Equitable Advisors since 2017 and previously worked at Axa Advisors and taught at Gannon University. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management services through a network of Investment Adviser Representatives. The firm employs a variety of advisory models and programs, combining proprietary and third-party solutions.
Conor A
Series 63, Series 66
Portsmouth, NH
Equitable Advisors
Conor Aten is a financial advisor with Equitable Advisors based in Portsmouth, NH. He holds Series 63 and Series 66 licenses and has six years of industry experience. Prior to joining Equitable Advisors, Aten worked at various firms including New York Life and AXA Advisors. Outside of finance, he works part-time in the hospitality industry as a bar back at Puritan Back Room. 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 programs delivered through a network of Investment Adviser Representatives and third-party managers.
Jared H
CFP®, Series 66
Salt Lake City, UT
Equitable Advisors
Jared Henderson is a CFP® and holds a Series 66 license, with 24 years of experience in financial advising. He has been with Equitable Advisors since 2001 and previously worked at Axa Advisors, LLC. Outside of his advisory role, he serves as a councilman in Herriman City and coaches youth soccer for the Utah Avalanche Soccer Club. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs. The firm’s approach includes matching clients to program models or discretionary managers, utilizing both proprietary and third-party investment solutions.
Thomas V
Series 63, Series 65
St. Louis, MO
Equitable Advisors
Thomas Visintine is a financial advisor with Equitable Advisors in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Outside of his advisory role, he is a member of the DeNovo Advisory Group LLC. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement consulting, and asset management programs. The firm’s approach involves assessing client risk tolerance and matching clients to advisory models or discretionary managers, utilizing third-party asset managers and LPL-sponsored programs.
Robert K
Series 66
Fort Myers, FL
Equitable Advisors
Robert Krupp is a financial advisor with Equitable Advisors in Fort Myers, FL, holding a Series 66 designation and 18 years of industry experience. He has worked at Equitable Advisors since 2008 and previously at Ameriprise for one year. He serves as power of attorney and co-trustee for his mother’s trust. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients through a network of Investment Adviser Representatives and a variety of advisory programs.
Emily C
Series 66
New York, NY
Equitable Advisors
Emily Culler is a financial advisor with Equitable Advisors in New York, NY, holding a Series 66 designation and bringing 13 years of industry experience. She has been with Equitable Advisors since 2012, previously affiliated with AXA Advisors. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and both proprietary and third-party investment solutions.
Isaias G
Series 66
Miami, FL
Equitable Advisors
Isaias Germade Fernandez is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. His prior roles include positions at Miami-Dade County Public Schools and Amazon, as well as academic appointments at Universidad Nacional Autónoma de México and Universidad de La Habana. Equitable Advisors serves a diverse client base including individuals, retirement plans, corporations, and charitable organizations, offering financial planning and asset-management programs through a broad network of Investment Adviser Representatives and third-party managers. The firm emphasizes tailored investment solutions that incorporate mutual funds, ETFs, separately managed accounts, and select alternative investments.
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