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Ryan F

Series 66

Conshohocken, PA

Equitable Advisors

Ryan Fuehrer is a financial advisor at Equitable Advisors with 13 years of industry experience. He holds the Series 66 designation and has worked at firms including AXA Advisors, LPL Financial, and PFG Advisors. Outside of his advisory role, he operates Firstrust Financial Resources as a separate business activity. 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 various asset-management programs. The firm utilizes a network of Investment Adviser Representatives and relies on third-party asset managers and 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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David A

Series 66

Kalamazoo, MI

Equitable Advisors

David Ackley is a financial advisor at Equitable Advisors with two years of industry experience. He holds a Series 66 license and has worked at Equitable Advisors since 2024. Prior to his current role, he has held positions in education and the beverage distribution industry. 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 uses a range of investment approaches, including third-party advisory models and proprietary programs, to tailor solutions to client needs.

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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Jamie R

Series 66

New York, NY

Equitable Advisors

Jamie Reynolds is a financial advisor at Equitable Advisors in New York, NY, holding a Series 66 designation and 21 years of industry experience. He has been with Equitable Advisors since 2003 and previously worked with Axa Advisors, LLC from 2003 to 2020. 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 programs through a network of Investment Adviser Representatives, utilizing third-party asset managers and various 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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Jacob S

Series 66

Pittsburgh, PA

Equitable Advisors

Jacob Saltzman is a financial advisor at Equitable Advisors with the Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he worked at Taxmax LP and Planet Fitness for nine years and had brief roles at UPMC and Penn Hills School District. 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 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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Christopher P

Series 66

Secaucus, NJ

Equitable Advisors

Christopher Parodi is a financial advisor with Equitable Advisors, holding a Series 66 designation and six years of industry experience. His prior roles include positions at AXA Advisors, Allied Wealth Partners/Securian Financial Services, Avid Budget Group Headquarters, and Fairleigh Dickinson University. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm provides financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, 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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Zachary C

Series 63, Series 65

Troy, MI

Equitable Advisors

Zachary Conforti is a financial advisor at Equitable Advisors with one year of industry experience. He holds Series 63 and Series 65 credentials. Prior to his current role, he worked at Aflac Insurance Company and has a background that includes academic involvement at Wayne State University. 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 third-party asset managers and advisory programs, emphasizing personalized client assessment and program matching 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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Joseph Z

Series 63, Series 65

Johnstown, PA

Equitable Advisors

Joseph Zolna is a financial advisor with Equitable Advisors in Johnstown, PA, holding Series 63 and Series 65 licenses and eight years of industry experience. Prior to joining Equitable Advisors, he worked at Osaic Institutions, Infinex Investments, and InFirst Bank. Outside of his advisory role, he owns a motorsport business and holds ownership interests in several private holdings. Equitable Advisors provides financial planning, retirement consulting, and asset management services to individuals, institutions, and organizations through a network of Investment Adviser Representatives. The firm utilizes a range of advisory programs, including third-party models and discretionary management, 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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Andrew S

Series 63, Series 65

Carmel, IN

Equitable Advisors

Andrew Shoener is a financial advisor with Equitable Advisors in Carmel, IN, holding Series 63 and Series 65 licenses and having four years of industry experience. Prior to joining Equitable Advisors, he worked for ten years at Cintas Corporation. Equitable Advisors serves a broad 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 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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Robert Z

Series 66

Leland, NC

Equitable Advisors

Robert Zaborowski is a financial advisor with Equitable Advisors, holding a Series 66 designation and over 21 years of industry experience. He has been with Equitable Advisors since 2005 and previously worked with Axa Advisors, LLC. Outside of his advisory role, he is approved to sell fixed annuities through Sagicor. 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 a variety of asset management programs through a network of Investment Adviser Representatives and focuses on matching clients to appropriate investment programs, including third-party and 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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Stephen M

Series 63, Series 66

New Smyna Beach, FL

Equitable Advisors

Stephen Mattoon is a financial advisor at Equitable Advisors with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Equitable Advisors and AXA Advisors, LLC during his career. Equitable Advisors serves individual clients ranging from non–high-net-worth to high-net-worth, as well as pension and profit-sharing plans, corporations, charitable organizations, and other institutions. The firm offers financial planning, retirement plan consulting, and asset-management programs through its 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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Ronald L

Series 66

Worthington, OH

Equitable Advisors

Ronald Larry is a financial advisor with Equitable Advisors in Worthington, OH, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he held various roles including positions at The Columbus Academy, Uber, Lyft, Bird, and The Ohio State University. He has also been involved with The Graham/Charles School for over a decade. Equitable Advisors serves a wide range of clients, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management services. The firm utilizes a network of Investment Adviser Representatives and partners with third-party asset managers to offer 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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Reagan W

Series 63, Series 65

Argyle, TX

Equitable Advisors

Reagan Weatherby is a financial advisor with Equitable Advisors in Argyle, TX, holding Series 63 and Series 65 licenses and having eight years of industry experience. Reagan has worked primarily with Equitable Advisors since 2018, with prior roles at Fidelity Personal and Workplace Advisors, Fidelity Investment, and Fidelity Brokerage Services. 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, utilizing both proprietary and third-party 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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Christopher H

Series 66

Richmond, VA

Equitable Advisors

Christopher Hogge is a Series 66-licensed financial advisor with Equitable Advisors, based in Richmond, VA, and has two years of industry experience. Prior to joining Equitable Advisors in 2024, he worked at Cary Street Partners and Capital Financial Group. Outside of his advisory role, he volunteers as the middle school head basketball coach at Saint Patrick Catholic School. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset management services delivered through various advisory programs 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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Joseph B

CFP®, Series 66

Plymouth, MI

Equitable Advisors

Joseph Binder is a CFP®-certified financial advisor with 21 years of industry experience, currently serving clients at Equitable Advisors since 2005. Prior to the firm's rebranding, he worked under its former entity, Axa Advisors, LLC, for 15 years. Outside of his advisory role, he acts as trustee for several family and non-family trusts. Equitable Advisors provides financial planning, retirement consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of investment programs and third-party asset managers, focusing on tailored advice through a network of Investment Adviser Representatives.

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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Nicole F

Series 66

Washington, DC

Equitable Advisors

Nicole Floyd is a financial advisor with Equitable Advisors in Washington, DC, holding a Series 66 designation and six years of industry experience. She previously worked at Bank of America, Merrill, and Wells Fargo Bank. Floyd serves as the board treasurer for Soles for Souls, a community organization supporting women who have experienced pregnancy loss due to miscarriage. Equitable Advisors provides financial planning, retirement consulting, and asset-management programs to individuals, institutions, and charitable organizations. The firm offers a range of advisory models through a network of Investment Adviser Representatives, utilizing third-party asset managers and sponsored 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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John R

Series 63, Series 65

Columbia, MD

Equitable Advisors

John Rohe III is a financial advisor with Equitable Advisors in Columbia, MD, holding Series 63 and Series 65 designations and possessing 12 years of industry experience. He has worked at Equitable Advisors since 2014 and was previously with Axa Advisors LLC. He also operates under the DBA Phoenix Private Wealth. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients, providing financial planning, retirement plan consulting, and a variety of asset-management programs. The firm utilizes a network of Investment Adviser Representatives and relies on third-party advisory models and programs to tailor solutions for clients.

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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Mark R

Series 63, Series 65

Cedar Rapids, IA

Equitable Advisors

Mark Rohloff is a financial advisor with Equitable Advisors in Cedar Rapids, IA. He holds Series 63 and Series 65 licenses and joined the firm in 2026. Prior to his advisory role, his background includes work in the restaurant industry and various other positions while completing his education at the University of Iowa. Equitable Advisors provides financial planning, retirement consulting, and asset-management services to individuals, pension plans, corporations, and nonprofit organizations. The firm utilizes a network of Investment Adviser Representatives and collaborates with 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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Ana D

Series 66

San Francisco, CA

Equitable Advisors

Ana De Loizaga is a financial advisor with Equitable Advisors in San Francisco, holding a Series 66 designation and beginning her advisory career in 2025. Prior to joining Equitable Advisors, she has held positions at Target and Blenders in the Grass, and is currently involved with Deja and Company Exquisite Jewels as a sales professional. She has also worked in educational roles at the University of California, Santa Barbara, and the American School of Madrid. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by offering financial planning, retirement plan consulting, and asset-management programs. The firm delivers its services through a network of Investment Adviser Representatives and employs a range of third-party advisory programs 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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John H

CFP®, Series 63, Series 65

Vista, CA

Equitable Advisors

John Howells IV is a CFP® professional with 42 years of industry experience, currently serving at Equitable Advisors since 2005. His prior experience includes roles at Axa Advisors, LLC and Mony Securities Corporation. Outside of his advisory work, he is an instructor at Mira Costa College and Palomar College and serves as a ward mission leader for the Church of Jesus Christ of Latter-day Saints. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a network of Investment Adviser Representatives and a variety of third-party advisory programs to deliver a broad range of 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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Carson M

Series 63, Series 66

Mobile, AL

Equitable Advisors

Carson Mc Graw is a financial advisor at Equitable Advisors in Mobile, AL, holding Series 63 and Series 66 licenses with seven years of industry experience. Prior to joining Equitable Advisors in 2019, he worked at AxA Advisors and has a background that includes employment at the University of Alabama and Alabama Liquidation. He also manages an existing book of business under the name Cook and Associates and is involved in employee group benefits enrollment as an insurance agent. Equitable Advisors serves a range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management services. The firm utilizes a variety of advisory models, including third-party programs, and offers ERISA fiduciary services through credentialed representatives.

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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