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Marc T

Series 63, Series 65

Bala Cynwyd, PA

Equitable Advisors

Marc Thal is a financial advisor with Equitable Advisors in Bala Cynwyd, PA, holding Series 63 and Series 65 credentials and bringing 50 years of industry experience. He has been with Equitable Advisors since 1999 and was previously affiliated with Axa Advisors, LLC. His other business activities include operating under the DBA A.P. Lubrano & Company, Inc. 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 a broker-dealer.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Thomas R

Series 66

Bala Cynwyd, PA

Equitable Advisors

Thomas Rush Jr. is a financial advisor with Equitable Advisors and holds a Series 66 designation. He joined the firm in 2026 and has prior experience in the technology sector, including roles at Rubrik, Inc., Boomi, and Qlik, as well as a teaching position at Franciscan University of Steubenville. Equitable Advisors serves a wide range of clients, including individuals, high-net-worth families, retirement plans, corporate, charitable, and institutional entities. 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 a broker-dealer.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Douglas F

Series 63, Series 65

Bala Cynwyd, PA

Equitable Advisors

Douglas Fisher is a financial advisor with Equitable Advisors in Bala Cynwyd, PA, holding Series 63 and Series 65 credentials and having 10 years of industry experience. He has been with Equitable Advisors since 2016 and was previously affiliated with AXA Advisors, LLC. He is also associated with Rockland Wealth, an external business activity. 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, operating as both a registered investment adviser and broker-dealer.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Scott B

Series 65, Series 63

Bala Cynwyd, PA

Equitable Advisors

Scott Budriss is a financial advisor with Equitable Advisors in Bala Cynwyd, PA, holding Series 63 and Series 65 credentials and possessing 12 years of industry experience. He has been with Equitable Advisors since 2014 and previously worked at AXA Advisors until 2020. Outside of his advisory role, Budriss serves as a committee member involved in fundraising for the Human Rights Campaign. Equitable Advisors serves a broad mix of 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 through a dual registration as an SEC-registered investment adviser and broker-dealer.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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David C

Series 66

Bala Cynwyd, PA

Equitable Advisors

David Carradorini is a financial advisor with Equitable Advisors, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he worked at NY LIFE Securities and has a background that includes time at Temple University and VIP Wireless. He serves on the committees for the Pius X Retreat and the Man Up Philly conference, which focus on event review and improvement. Equitable Advisors provides financial planning and retirement plan support to individual investors, corporations, and charitable organizations. The firm offers access to asset management through LPL programs and third-party asset managers, utilizing a hybrid referral and implementation model to tailor services based on client goals and risk tolerance.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Makoyo M

Series 63, Series 65

Bala Cynwyd, PA

Equitable Advisors

Makoyo Makoyo Jr. is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with Equitable Advisors and its predecessor AXA Advisors since 2005. Outside of his advisory role, Makoyo teaches cycling classes and serves as a volunteer trustee for the Ziki Makoyo Foundation for Global Health in Tanzania, acting in a custodial capacity for donations. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, offering a range of financial planning, brokerage, insurance, and third-party asset management services. The firm operates as both an SEC-registered investment adviser and broker-dealer and utilizes multiple program sponsors and endorsed third-party managers to provide advisory and brokerage solutions.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Brian K

Series 66

Bala Cynwyd, PA

Equitable Advisors

Brian Kennedy is a financial advisor with Equitable Advisors in Phoenixville, PA, holding a Series 66 designation and 25 years of industry experience. He has been with Equitable Advisors and its predecessor AXA Advisors since 1999. Outside of his advisory role, he serves as executor of his mother's estate and trustee of a trust for his sister's children. 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 advisory and brokerage channels tailored to client goals and risk tolerance.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Jon S

Series 66

Bala Cynwyd, PA

Equitable Advisors

Jon Schappell is a financial advisor with Equitable Advisors, holding a Series 66 designation and 19 years of industry experience. He has been with Equitable Advisors since 2005, including time when the firm operated as Axa Advisors, LLC. Outside of his advisory role, he is involved with Ashar Group, which focuses on life settlements. 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 to execute client recommendations.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Stephen N

Series 66

Bala Cynwyd, PA

Equitable Advisors

Stephen Norris is a financial advisor with Equitable Advisors in Springfield, PA, holding a Series 66 designation and seven years of industry experience. He has worked at Equitable Advisors since 2018 and previously was with Axa Advisors, LLC, and The Glenmede Trust Company. Norris is also involved with Integrated Financial Strategies/James Terranova, where he serves as a registered sales assistant and holds a non-practicing CPA designation. 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 to implement client recommendations.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Thomas N

Series 66

Bala Cynwyd, PA

Equitable Advisors

Thomas Nardelli is a financial advisor at Equitable Advisors with one year of industry experience. He holds a Series 66 designation and previously worked at JG Wentworth LLC and Lyft. 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, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Ariel M

Series 66

Bala Cynwyd, PA

Equitable Advisors

Ariel Meredith is a financial advisor at Equitable Advisors with four years of industry experience. She holds a Series 66 designation and has prior work experience in dental-related roles, including as a registered dental hygienist and in dental consulting. Outside of advising, she works as a waitress at a Philadelphia restaurant. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering a range of financial planning, broker-dealer services, insurance, and access to third-party asset management programs through a dual-registered model as both an SEC-registered investment adviser and a broker-dealer.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Branden D

Series 66

Bala Cynwyd, PA

Equitable Advisors

Branden Doherty is a financial advisor with Equitable Advisors in Bala Cynwyd, PA. He holds a Series 66 designation and has experience working at Equitable Advisors, MassMutual Life Insurance Co, and Thrivent Investment Management. Prior to his financial services roles, he was employed at LifeTime Fitness, Northampton Country Club, Saint Joseph's University, Target, and the Nazareth Area School District. 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, offering both advisory and brokerage/insurance channels to implement client recommendations.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Shannon M

Series 66

Bala Cynwyd, PA

Equitable Advisors

Shannon Maguire is a financial advisor at Equitable Advisors with four years of industry experience. She holds the Series 66 designation and has previously worked at Essent Guaranty and several other firms. 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 and offers both advisory and brokerage/insurance channels to implement client recommendations.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Bryahna S

Series 66

Bala Cynwyd, PA

Equitable Advisors

Bryahna Stanat is a financial advisor with Equitable Advisors in Bala Cynwyd, PA. She holds a Series 66 designation and has recently begun her career in the industry. Her prior experience includes roles at J.B. Hunt Transportation Services and involvement with Pennsylvania State University. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations, providing 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, utilizing LPL-sponsored programs and third-party managers to deliver advisory and brokerage solutions.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Michael S

Series 66

Bala Cynwyd, PA

Equitable Advisors

Michael Stasko is a financial advisor at Equitable Advisors with 24 years of industry experience. He holds a Series 66 designation and has been with Equitable Advisors since 2002, including time when the firm operated as Axa Advisors. Stasko is also involved with Karr Barth Associates, a private client group advisory business. Equitable Advisors serves a diverse range of clients including individuals, high-net-worth investors, retirement plans, corporations, charities, 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 endorsed TAMPs.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Matthew C

Series 63, Series 65

Bala Cynwyd, PA

Equitable Advisors

Matthew Crane is a financial advisor with Equitable Advisors in Bala Cynwyd, PA, holding Series 63 and Series 65 licenses and with 18 years of industry experience. He has been with Equitable Advisors since 2016 and previously worked at AXA Advisors. Outside of his advisory role, he owns Crane Capital Financial Group and is involved as an independent insurance agent. Equitable Advisors serves a diverse range of clients including individuals, high-net-worth, retirement plans, and institutional investors, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through program sponsors and endorsed TAMPs, managing a substantial portion of assets on a non-discretionary basis and offering credentialed ERISA 3(21) and 3(38) services.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Benjamin B

Series 66

Bala Cynwyd, PA

Equitable Advisors

Benjamin Bross is a financial advisor with Equitable Advisors in Haddonfield, NJ, holding a Series 66 designation and 23 years of industry experience. He has been with Equitable Advisors since 2002, including time at its predecessor, Axa Advisors. Bross also operates a separate business under the name Inituitive Planning Group. 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, tailoring services through a client intake process and offering both advisory and brokerage channels.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Elizabeth H

Series 63, Series 66

Bala Cynwyd, PA

Equitable Advisors

Elizabeth Hilgen is a financial advisor at Equitable Advisors with Series 63 and Series 66 credentials and one year of industry experience. Her prior work includes roles at Old York Cellars and Madison Square Garden, as well as multiple positions during her time at Pennsylvania State University. 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 a dual-registered SEC investment adviser and broker-dealer, delivering advisory and brokerage solutions primarily through LPL-sponsored programs and endorsed third-party managers.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Alexander G

Series 63, Series 65

Bala Cynwyd, PA

Equitable Advisors

Alexander Guidotti II is a financial advisor with Equitable Advisors in Aston, PA, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has worked at Equitable Advisors since 1999 and has been involved with Karr Barth Financial Planning, Inc. since 1991. 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 and offers both advisory and brokerage/insurance channels to execute client recommendations.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Robert T

Series 66

Bala Cynwyd, PA

Equitable Advisors

Robert Trier IV is a financial advisor with Equitable Advisors in Lansdale, PA, holding a Series 66 designation and 11 years of industry experience. He previously worked at The Haverford Trust Company and Haverford Trust Securities, Inc. from 2013 to 2020. Outside of advising, he serves as a power of attorney for a family member. 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 various third-party managers. The firm employs a hybrid referral and implementation model that combines advisory and brokerage channels to tailor services based on client goals and risk tolerance.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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