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Alec H
Series 66
Conshohocken, PA
Equitable Advisors
Alec Hayden is a financial advisor with Equitable Advisors holding a Series 66 designation and no prior industry experience. Before joining Equitable Advisors, he worked at Lighthouse Planning Consultants and has been involved with Tavistock Country Club since 2020. Equitable Advisors serves individuals across a wide range of net worth, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm provides financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, relying on third-party asset managers and advisory programs for many solutions.
Thomas C
Series 63, Series 65
Conshohocken, PA
Equitable Advisors
Thomas Cuffari is a financial advisor with Equitable Advisors in Conshohocken, PA, holding Series 63 and Series 65 licenses and five years of industry experience. His prior work includes roles at Axa Advisors, LLC, Towne Park Ltd., Marywood University, and the U.S. Soccer Federation. 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 various asset-management programs through a network of Investment Adviser Representatives and third-party asset managers.
David M
Series 63, Series 65
Conshohocken, PA
Equitable Advisors
David Mebs is a financial advisor with Equitable Advisors in Conshohocken, PA, holding Series 63 and 65 licenses and having 13 years of industry experience. His prior work includes roles at Axa Advisors, LLC and MSI Financial Services, Inc. He is also involved with FirstTrust Financial Resources as an independent insurance agent and with Sage Settlement Consulting. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs delivered through a network of Investment Adviser Representatives and third-party managers.
David S
Series 66
Conshohocken, PA
Equitable Advisors
David Schultz is a Series 66 licensed financial advisor with two years of industry experience, currently with Equitable Advisors. His prior roles include positions at Firstrust Financial Resources and Aflac. He also worked at Huntingdon Valley Country Club and Saint Joseph's University earlier in his career. 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 various asset-management programs, utilizing both proprietary and third-party advisory solutions.
Cristian S
Series 63, Series 65
Conshohocken, PA
Equitable Advisors
Cristian Surdykowski is a financial advisor at Equitable Advisors with three years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Janney Montgomery Scott, LLC. Outside of his advisory role, he has been involved with financial sales activities connected to an outside business website. Equitable Advisors serves individuals ranging from non-high-net-worth to high-net-worth clients, as well as pension 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, utilizing both proprietary and third-party advisory models.
Brian W
Series 63, Series 65
Conshohocken, PA
Equitable Advisors
Brian Wells is a financial advisor with Equitable Advisors in Conshohocken, PA, holding Series 63 and Series 65 licenses and over 30 years of industry experience. His career includes multiple tenures at Equitable Advisors and prior roles at Axa Advisors, MSI Financial Services, Firstrust Financial Advisors, and Progress Financial Advisors. He is also a member of the Bucksmont Chamber of Commerce. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs through a broad network of Investment Adviser Representatives and third-party asset managers.
Paul M
Series 66
Conshohocken, PA
Equitable Advisors
Paul Markowich is a financial advisor with Equitable Advisors in Conshohocken, PA, holding a Series 66 designation and 22 years of industry experience. His prior experience includes roles at Firstrust Financial Advisors, Axa Advisors, and MSI Financial Services. He serves on the board of the Jewish Business Network, a business networking organization based in Philadelphia. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, charitable organizations, and other institutional clients. The firm delivers advice through a network of Investment Adviser Representatives and offers a range of programs including third-party asset managers and proprietary advisory models.
Tristan H
Series 66
Conshohocken, PA
Equitable Advisors
Tristan Hulme is a financial advisor at Equitable Advisors with two years of industry experience. He holds a Series 66 designation. Prior to joining Equitable Advisors in 2024, his work history includes roles at Ally Financial and Ursinus College. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by offering financial planning, retirement plan consulting, and a range of asset-management programs delivered through a network of Investment Adviser Representatives. The firm’s approach involves assessing client risk tolerance and matching clients to model portfolios or discretionary managers, utilizing both proprietary and third-party investment solutions.
Geordan V
Series 63, Series 65
Conshohocken, PA
Equitable Advisors
Geordan Vincent is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior work includes positions at Ameriprise Financial Services, Northwestern Mutual Investment Services, and independent advisory roles. He serves as power of attorney and executor for his mother's estate. 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 advisory programs and collaborates with third-party asset managers, offering clients access to mutual funds, ETFs, separately managed accounts, and select alternative investments.
Matthew F
Series 63, Series 66
Conshohocken, PA
Equitable Advisors
Matthew Fiori is a financial advisor with Equitable Advisors in Conshohocken, PA, holding Series 63 and Series 66 licenses and 12 years of industry experience. His prior roles include positions at AXA Advisors, Citizens Bank, PNC Wealth Management, and Edward Jones. Outside of finance, he served as a New Jersey State Trooper from 2020 to 2021. 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. The firm utilizes a range of advisory programs and third-party asset managers to deliver investment solutions tailored to client risk tolerance and objectives.
Shaun O
Series 63, Series 66
Conshohocken, PA
Equitable Advisors
Shaun O'Connor is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at multiple firms including Firstrust Financial Advisors and Axa Advisors, and serves as an independent insurance agent selling disability, fixed annuities, life, accident, health, and long-term care insurance. Equitable Advisors serves a broad 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.
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.
Caleb H
Series 66
Conshohocken, PA
Equitable Advisors
Caleb Hissong 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 Fortivus Wealth Group and has been an independent contractor soccer official since 2023. He also has a background that includes roles at James Madison University and Spring-Ford Area School District. 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, utilizing third-party asset managers and LPL-sponsored advisory programs to implement investment models.
Ryan C
Series 66
Conshohocken, PA
Equitable Advisors
Ryan Crosby is a financial advisor at Equitable Advisors with four years of industry experience. He holds a Series 66 designation and has previously worked in various roles at ThermOmegaTech, Penn Medicine, Lowe's, and the North Penn YMCA. His background also includes a period at Temple University and Lansdale Catholic High School. 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 programs through a network of Investment Adviser Representatives. The firm utilizes third-party asset managers and a variety of advisory programs to tailor solutions based on client risk tolerance and objectives.
Jerel R
Series 63, Series 65
Conshohocken, PA
Equitable Advisors
Jerel Ruttenberg is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and 29 years of industry experience. His career includes multiple tenures at Equitable Advisors and roles at Axa Advisors, MSI Financial Services, Firstrust Financial Advisors, Banc of America Investment Services, Quick & Reilly, and Progress Financial Advisors. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives and emphasizes a range of third-party advisory models and fiduciary services.
William M
Series 63, Series 66
Conshohocken, PA
Equitable Advisors
William Manchester is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 credentials and 25 years of industry experience. He worked at Janney Montgomery Scott for five years before joining Equitable Advisors in 2021. Outside of his advisory role, Manchester serves as a volunteer president of the Hunter Soccer Club in Glenside, PA, and is a board director at Mercy Family Center in Philadelphia. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs. The firm’s client work involves assessing risk tolerance and matching clients to advisory models or managers, utilizing both proprietary and third-party solutions.
Jacob L
Series 66
Conshohocken, PA
Equitable Advisors
Jacob Long is a financial advisor with Equitable Advisors in Conshohocken, PA, holding a Series 66 designation and 12 years of industry experience. He has worked at Equitable Advisors since 2016, including service at its predecessor firm Axa Advisors LLC, and previously at MSI Financial Services, Inc. Long also owns and manages rental properties. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives, utilizing third-party asset managers and proprietary programs.
Brian S
Series 63, Series 66
Conshohocken, PA
Equitable Advisors
Brian Smith is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and 24 years of industry experience. He has worked at Equitable Advisors since 2006, with prior experience at Firstrust Financial Advisors and MSI Financial Services. He also operates a separate business under the name Firstrust Financial Resources. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset-management programs. The firm utilizes a variety of advisory models and third-party asset managers, providing access to mutual funds, ETFs, separately managed accounts, and select alternative investments.
Gregory M
Series 66
Conshohocken, PA
Equitable Advisors
Gregory Mugnier is a Series 66-registered financial advisor with five years of industry experience. He currently works at Equitable Advisors LLC and previously held positions at Drucker & Scaccetti, PC, RAM Associates, Certified Public Accountants, and the Burlington County Bridge Commission. He also operates a separate business under the name Firstrust Financial Resources. 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 and partners with third-party asset managers and advisory programs.
Zachary P
Series 66
Conshohocken, PA
Equitable Advisors
Zachary Padersky is a financial advisor at Equitable Advisors with five years of industry experience. He holds a Series 66 designation and has worked at Equitable Advisors since 2021. Prior to his current role, he held positions at Danville Sales, Inc. and Perlow Productions, LLC, and has experience related to The College of New Jersey and South Jersey Elite Baseball. 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 through a network of Investment Adviser Representatives and third-party asset managers.
Kenneth B
Series 66
Conshohocken, PA
Equitable Advisors
Kenneth Beebe is a financial advisor at Equitable Advisors with 16 years of industry experience and holds the Series 66 designation. His work history includes roles at Firstrust Financial Advisors, Axa Advisors, and MSI Financial Services. He serves on the Ithaca College Alumni Association Board of Directors. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm’s approach includes matching clients to advisory program models and discretionary managers, utilizing both proprietary and third-party solutions.
Logan B
Series 66
Conshohocken, PA
Equitable Advisors
Logan Brown is a Series 66-credentialed financial advisor with Equitable Advisors in Conshohocken, PA. He has experience working in educational institutions including Rowan University and The King's Christian School, as well as involvement in landscaping and environmental service businesses. 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 utilizes a variety of third-party advisory programs and offers ERISA fiduciary services through its network of Investment Adviser Representatives.
Russell C
Series 66
Conshohocken, PA
Equitable Advisors
Russell Colosi is a financial advisor with Equitable Advisors in Conshohocken, PA, holding a Series 66 designation and 21 years of industry experience. He has worked with several firms, including Mass Mutual Investors Services and MSI Financial Services, and has been with Equitable Advisors since 2017. Outside of his advisory role, he serves as Vice President of Operations and Finance for Firstrust Financial Advisors, LLC. 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 offers a range of advisory programs through a network of representatives, utilizing both proprietary and third-party solutions.
Jeffrey S
Series 63, Series 65
Conshohocken, PA
Equitable Advisors
Jeffrey Slavich is a financial advisor with Equitable Advisors in Conshohocken, PA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at MML Investors Services, MassMutual, Citizens Securities, PNC Wealth Management, Wells Fargo Clearing, and Merrill. He serves as a board member for Best Buddies of Pennsylvania, assisting in organizing annual events and developing programs. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, institutions, and charitable organizations, utilizing a variety of advisory models and third-party asset managers to deliver tailored investment solutions.
Andrea G
Series 63, Series 65
Conshohocken, PA
Equitable Advisors
Andrea Goldstein is a financial advisor at Equitable Advisors with two years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Compass Health Consultants and Guardian Life Insurance Company. Prior to her finance career, she held positions in the hospitality industry. Equitable Advisors serves individuals across wealth levels, 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 and third-party managers.
Michael H
Series 63, Series 65
Conshohocken, PA
Equitable Advisors
Michael Heck III is a financial advisor with Equitable Advisors in Conshohocken, PA, holding Series 63 and Series 65 credentials and two years of industry experience. Prior to joining Equitable Advisors, he worked at the Arthritis and Osteoporosis Center and Zator Law, among other roles. Equitable Advisors serves individual and institutional clients with financial planning, retirement plan consulting, and asset-management programs. The firm emphasizes tailored investment solutions delivered through a network of Investment Adviser Representatives and relies on third-party program sponsors and managers.
Anthony L
Series 66
Conshohocken, PA
Equitable Advisors
Anthony Leneghan is a financial advisor with Equitable Advisors in Conshohocken, PA, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he worked at Brandon Friday and Seashore Fruit & Produce, and he has been involved with Amherst College Athletics and Amherst College. Outside of finance, he works as a bartender at Leneghan's Crusader Inn. Equitable Advisors serves individuals, pension plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives. The firm utilizes a range of firm-offered and third-party advisory programs and offers fiduciary services to qualified plans.
Alana S
Series 66
Conshohocken, PA
Equitable Advisors
Alana Storr is a financial advisor with Equitable Advisors in Conshohocken, PA, holding the Series 66 designation and three years of industry experience. She has worked at Equitable Advisors since 2022 and previously held positions at LBCW, LLC/Gateway Shannon, LLC and Wegmans Food Markets. Outside of her advisory role, she serves on the event committee for the Philadelphia chapter of the LPGA Amateurs. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a range of advisory models and third-party asset managers to tailor solutions for clients.
Guerlio S
Series 66
Conshohocken, PA
Equitable Advisors
Guerlio St Vrestil is a financial advisor with Equitable Advisors holding a Series 66 license and two years of industry experience. His background includes roles at Little Caesars, the US Naval DLA Troop Support, and various educational positions. Equitable Advisors provides financial planning, retirement consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations, utilizing a range of proprietary and third-party investment programs.
Wesley B
Series 63, Series 65
Conshohocken, PA
Equitable Advisors
Wesley Burke is a financial advisor with Equitable Advisors in Conshohocken, PA, holding Series 63 and Series 65 licenses and possessing 14 years of industry experience. He has worked at Equitable Advisors since 2016, following prior roles at AXA Advisors, MSI Financial Services, and Mutual of Omaha Investor Services. Outside of advisory work, he serves on the Board of Trustees at Chelten Church and performs as a musician with EBE Events and Entertainment. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by offering financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes a combination of in-house and third-party advisory models and emphasizes ERISA fiduciary services without sponsoring its own wrap fee program.
Andrew M
Series 63, Series 65
Conshohocken, PA
Equitable Advisors
Andrew Mcilhenny is a financial advisor with Equitable Advisors in Conshohocken, PA, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. His career includes multiple tenures at Equitable Advisors totaling nearly two decades, as well as experience with Axa Advisors, Firstrust Financial Advisors, and Progress Financial Advisors. Outside of advisory work, he is a partner/member at 435 Fairmount Avenue Partners and an investor in PFR Investment Partners II. 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. The firm uses a combination of proprietary and third-party investment solutions and offers ERISA fiduciary services through credentialed representatives.
Omari T
Series 63, Series 66
Conshohocken, PA
Equitable Advisors
Omari Thomas is a financial advisor with Equitable Advisors in Conshohocken, PA, holding Series 63 and Series 66 registrations and bringing 23 years of industry experience. His prior roles include positions at NYLIFE Securities LLC, The Prudential Insurance Company of America, and Merrill. Outside of his advisory work, he serves as a board member for Symphony in C and the Camden, NJ planning board. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individual, institutional, and charitable clients through a broad network of Investment Adviser Representatives. The firm utilizes a variety of third-party asset managers and advisory programs, focusing on personalized risk assessment and matching clients to suitable investment models.
Giovanni A
Series 66
Conshohocken, PA
Equitable Advisors
Giovanni Astorino II is a financial advisor at Equitable Advisors with one year of industry experience. He holds the Series 66 designation and previously worked at GSA Wealth Management. Outside of his advisory role, Giovanni is associated with an initiative linked to the website ffrpro.com. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through various advisory programs and third-party managers.
Eric M
Series 63, Series 65
Conshohocken, PA
Equitable Advisors
Eric Markowitz is a financial advisor with Equitable Advisors in Conshohocken, PA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His work history includes multiple tenures at Equitable Advisors and prior roles at AXA Advisors, MSI Financial Services, Firstrust Financial Advisors, and Progress Financial Advisors. He is also active as an independent insurance agent for fixed insurance products under a DBA associated with Firstrust Financial Resources. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management services. The firm utilizes a network of Investment Adviser Representatives and third-party asset managers, offering a range of investment programs without sponsoring its own wrap fee program.
Gary W
CFP®, Series 63, Series 65
Conshohocken, PA
Equitable Advisors
Gary Willcox is a CFP® professional with 20 years of industry experience. He is currently with Equitable Advisors and has previously worked at TIAA-CREF and The Vanguard Group. Outside of his advisory role, he serves as an administrator or executor of estates and trusts for family and non-family members. Equitable Advisors serves individual and institutional clients, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes third-party asset managers and advisory programs to deliver customized investment solutions.
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