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Carlina F
Series 66
Bala Cynwyd, PA
Equitable Advisors
Carlina Fiocchi is a financial advisor at Equitable Advisors with a Series 66 designation and no prior industry experience. Her work history includes roles at Thomas Cuffari - Equitable Advisors and Pats Select, as well as teaching experience at Rowan University. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through LPL-sponsored programs and endorsed TAMPs, providing both discretionary and non-discretionary asset management solutions.
Ernest R
ChFC®, Series 63, Series 65
Bala Cynwyd, PA
Equitable Advisors
Ernest Repice is a ChFC® credentialed financial advisor with 46 years of industry experience, currently affiliated with Equitable Advisors since 1999. He previously worked with Axa Advisors, LLC, spanning 21 years of his career. Repice is listed as an associate on the Karr Barth Associates Private Client Group website, which is used for client communication. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charitable organizations, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating as both an SEC-registered investment adviser and broker-dealer.
William O
Series 66
Bala Cynwyd, PA
Equitable Advisors
William Owens is a financial advisor with Equitable Advisors in Havertown, PA, holding a Series 66 designation and 16 years of industry experience. He has worked at Equitable Advisors since 2009 and was previously affiliated with AXA Advisors. Owens is also involved with KARR BARTH ASSOCIATES and A.P. Lubrano & Company, Inc. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and various third-party asset managers. The firm employs a hybrid referral and implementation model that combines advisory and brokerage channels to deliver tailored financial solutions.
Michael C
Series 66
Bala Cynwyd, PA
Equitable Advisors
Michael Chiappinelli is a Series 66 licensed financial advisor with Equitable Advisors in Wynnewood, PA, where he has worked since 2004. He has 21 years of industry experience, including 16 years at AXA Advisors, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels tailored to client goals and risk tolerance.
Angelo P
Series 63, Series 66
Bala Cynwyd, PA
Equitable Advisors
Angelo Picone is a financial advisor with Equitable Advisors in Bala Cynwyd, PA, holding Series 63 and Series 66 credentials and five years of industry experience. Prior to joining Equitable Advisors, he worked at Stellar Technology Solutions. Outside of his advisory role, he is involved as a cook at II Brothers Pizza. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, and institutional entities, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a dual-registered advisory and broker-dealer model.
Paul S
Series 63, Series 66
Bala Cynwyd, PA
Equitable Advisors
Paul Scattolini is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has been with Equitable Advisors since 2005 and previously worked at AXA Advisors, LLC. His other business activities include operating an insurance brokerage business and a DBA under Karr Barth Associates. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model that combines advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.
Vincent M
Series 66
Bala Cynwyd, PA
Equitable Advisors
Vincent Martina is a financial advisor with Equitable Advisors, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Summit Financial and involvement with the Philadelphia Country Club and Monmouth University. He also operates a wealth management business under the name The Rockland Group. Equitable Advisors provides financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs to a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm is dual-registered as an SEC-registered investment adviser and a broker-dealer, utilizing a delivery model that emphasizes LPL-sponsored programs and endorsed third-party asset managers.
Colleen K
Series 63, Series 65
Bala Cynwyd, PA
Equitable Advisors
Colleen Krcelich is a financial advisor with Equitable Advisors in Bala Cynwyd, PA, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. She has worked with Rockland Group Wealth Management and Axa Advisors and maintains an active role as a CPA owner of her own accounting practice. Outside of her advisory work, she serves as president of the Lehigh Valley Chapter of the Pennsylvania Society of Tax and Accounting and is involved with community non-profits including The Rising Tide Community Loan Fund and the AEDC Bridgeworks Enterprise Center. Colleen also lectures at Pennsylvania State University. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, offering financial planning, retirement-plan support, and access to asset management through LPL programs and third-party managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on clients’ goals, risk tolerance, and time horizon.
Adam G
Series 66
Bala Cynwyd, PA
Equitable Advisors
Adam Gershovich is a financial advisor with Equitable Advisors in Bala Cynwyd, PA. He holds a Series 66 designation and has been with Equitable Advisors since 2026. His prior experience includes roles at Machon Shlomo, Saint Joseph's University, and Berkshire Hathaway Home Services. Outside of finance, he has been involved with Optical Unique since 2010. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating through multiple program sponsors and endorsed platforms.
Richard B
Series 66
Bala Cynwyd, PA
Equitable Advisors
Richard Benonis is a financial advisor at Equitable Advisors with 23 years of industry experience. He holds the Series 66 designation and has been with Equitable Advisors since 2003, previously affiliated with Axa Advisors. He also operates a separate business under the name Karr Barth Associates. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates a dual registration as both an SEC-registered investment adviser and broker-dealer, working extensively with program sponsors and third-party managers to deliver advisory and brokerage solutions.
Henry H
Series 66
Bala Cynwyd, PA
Equitable Advisors
Henry Han is a financial advisor at Equitable Advisors with nine years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise Financial Services, Bank of America, Merrill, and Janney Montgomery Scott. In addition to his advisory role, Han serves as Director of Investment Operations at PST Advisors, where he manages advisor relationships and investment process records. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, utilizing a delivery model that emphasizes LPL-sponsored programs and endorsed third-party managers.
Paul W
Series 63, Series 65
Bala Cynwyd, PA
Equitable Advisors
Paul Woodson II is a financial advisor with Equitable Advisors in Bala Cynwyd, PA. He holds Series 63 and Series 65 licenses and has been with Equitable Advisors since 2026. Prior to joining the firm, he worked at RepScrubs, JC Penny, Lincoln Memorial University, and DeRoyal Industries. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, delivering advisory and brokerage solutions primarily through program sponsors and third-party managers.
Harry T
Series 63, Series 65
Bala Cynwyd, PA
Equitable Advisors
Harry Thomas is a financial advisor with Equitable Advisors in Ambler, PA, holding Series 63 and Series 65 credentials and over 50 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked at Karr Barth Financial Planning for 20 years. Thomas is also chairman and owner of Private Client Group Advisors, LLC, a business established for tax-efficient commission collection. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model that emphasizes tailored client services and multiple advisory program options.
Sean M
Series 66
Bala Cynwyd, PA
Equitable Advisors
Sean Maguire 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 at Karr Barth Associates and has experience outside finance, including an eight-year tenure at Sunset Pier. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and various third-party asset managers. The firm uses a client intake process to tailor services and employs a hybrid referral and implementation model involving multiple advisory programs and fiduciary credentials.
Matthew J
Series 66
Bala Cynwyd, PA
Equitable Advisors
Matthew Johnston is a financial advisor with Equitable Advisors in Bala Cynwyd, PA. He holds the Series 66 designation and has 12 years of industry experience, including prior work with Axa Advisors, LLC. He serves as a board member and officer for Breakthrough Greater Philadelphia, participating in discussions and guidance for the organization’s initiatives. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, working extensively through program sponsors and third-party managers to deliver both advisory and brokerage solutions.
Jack S
Series 66
Bala Cynwyd, PA
Equitable Advisors
Jack Sanderson 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 at Karr Barth Associates and has held roles in education at Bucknell University and Springfield Township School District. He is also involved with the Philadelphia Cricket Club. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer and works extensively with program sponsors and endorsed third-party managers to deliver advisory and brokerage solutions.
Noah B
Series 66
Bala Cynwyd, PA
Equitable Advisors
Noah Breidinger is a financial advisor at Equitable Advisors with a Series 66 credential and three years of industry experience. His prior work includes roles at Biaggio's Pizzeria, Bear Creek Mountain Resort, Alex's Landscape, and Moravian University. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, utilizing a delivery model that incorporates LPL-sponsored programs and a range of endorsed TAMPs.
Anthony V
ChFC®, Series 63, Series 65
Bala Cynwyd, PA
Equitable Advisors
Anthony Villari is a financial advisor with Equitable Advisors, holding the ChFC® designation and Series 63 and 65 licenses. He has 36 years of industry experience, including over two decades with Equitable Advisors and AXA Advisors, and ten years at Karr Barth Financial Planning, Inc. Villari also serves as an administrator or executor of estates and trusts for family and non-family members. Equitable Advisors provides financial planning, retirement plan support, and access to asset management for individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm employs a hybrid referral and implementation model, leveraging third-party asset managers and LPL programs to tailor services based on clients’ goals, risk tolerance, and time horizon.
William G
Series 66
Bala Cynwyd, PA
Equitable Advisors
William Gorsline is a Series 66-licensed financial advisor with Equitable Advisors in Marlton, NJ, where he has worked since 2012. He has 13 years of industry experience, including eight years with Axa Advisors LLC. Outside of his advisory role, he serves as a council member at St. Isaac Jogues Parish, coordinating community activities such as soup kitchens and prayer groups. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through third-party managers and LPL programs. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage channels tailored to client goals and risk tolerance.
Gabriel G
Series 66, Series 63
Bala Cynwyd, PA
Equitable Advisors
Gabriel Garcia La Placa is a financial advisor at Equitable Advisors with Series 66 and Series 63 credentials and one year of industry experience. His prior work includes positions at Intellect.us and LaPlaca Insurance, as well as delivery work with DoorDash. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through LPL-sponsored programs and endorsed third-party managers, providing both discretionary and non-discretionary advisory services.
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