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Jonathan U

Series 66

Ft. Lauderdale, FL

Equitable Advisors

Jonathan Urban is a financial advisor with Equitable Advisors in Ft. Lauderdale, FL, holding the Series 66 designation and two years of industry experience. His prior roles include working at myWorld America and Ricoh USA, as well as consulting positions. Equitable Advisors serves a diverse client base including individuals, high-net-worth, retirement plans, corporate, charitable, and institutional clients, offering financial planning, brokerage, insurance, and access to third-party asset management programs through a dual SEC-registered investment adviser and broker-dealer structure. The firm utilizes LPL-sponsored programs and endorsed TAMPs 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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Catherine M

Series 66

Ft. Lauderdale, FL

Equitable Advisors

Catherine Murphy Leopold is a financial advisor at Equitable Advisors with 14 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley, Morgan Stanley Private Bank, Prudential Insurance Company of America, and Pruco Securities prior to joining Equitable Advisors. She serves as a board member of the Greater Sunrise Chamber of Commerce, is an adjunct professor at Nova Southeastern University teaching undergraduate literature and disciplinary studies, and participates on the advisory board of the Salvation Army in Fort Lauderdale. 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 programs. The firm uses a hybrid referral and implementation model, offering both advisory and brokerage/insurance services tailored to 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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Isabel D

Series 66

Ft. Lauderdale, FL

Equitable Advisors

Isabel Duchemin is a financial advisor at Equitable Advisors with five years of industry experience. She holds a Series 66 designation and has previously worked at UBS Financial Services, CITIGROUP, and Societe Generale Corporate and Investment Bank. Duchemin also held real estate licenses while working with multiple firms between 2021 and 2026. 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 combines advisory and brokerage solutions through extensive use of 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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Mateus B

Series 66

Ft. Lauderdale, FL

Equitable Advisors

Mateus Bergesch Barth is a financial advisor with Equitable Advisors in Ft. Lauderdale, FL, holding a Series 66 designation and entering his first year of industry experience. Prior to joining Equitable Advisors, he worked at Five Rings Financial for two years. Outside of finance, he is employed as a server at Lasso Gaucho Brazilian Steakhouse and has a history of rideshare driving for Lyft. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of financial planning, brokerage, insurance, and access to third-party asset management programs, operating primarily through LPL-sponsored and endorsed advisory solutions.

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

Series 63, Series 65

Ft. Lauderdale, FL

Equitable Advisors

Alexis Resnick is a financial advisor with Equitable Advisors in Ft. Lauderdale, FL, holding Series 63 and Series 65 licenses and 19 years of industry experience. She has worked with Equitable Advisors since 2012, including its prior affiliation as Axa Advisors. Outside of advisory work, Resnick is president of AJ Benefit Services, a group health insurance business. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, and institutions. The firm provides financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through LPL-sponsored offerings and other endorsed managers.

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

Series 63, Series 65

Ft. Lauderdale, FL

Equitable Advisors

Fernando Alvarez is a financial advisor with Equitable Advisors in Miami, FL, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Equitable Advisors, he worked at Fanatics, Inc. and held roles with the College Football Hall of Fame and Legends Sports Media. He is a member and treasurer of Network Professionals International, where he manages fee collection for the 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 third-party programs. The firm employs a hybrid referral and implementation model, leveraging multiple third-party asset managers 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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Hunpatin E

Series 66

Ft. Lauderdale, FL

Equitable Advisors

Hunpatin Euler Ajayi is a financial advisor with Equitable Advisors in Ft. Lauderdale, FL, holding a Series 66 designation and beginning his advisory career in 2026. His prior work experience includes roles at Intuit Inc, Moss Adams, Deutsche Bank, American International Group (AIG), and self-employment since 2013. He is also involved with Aclouding. 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 through program sponsors and endorsed third-party managers, delivering advisory and brokerage solutions with a focus on non-discretionary and limited discretionary asset management.

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

Series 66

Ft. Lauderdale, FL

Equitable Advisors

Michael Odzer is a financial advisor with Equitable Advisors in Ft. Lauderdale, FL. He holds a Series 66 license and has been in the industry since 2024, with prior experience at NYLIFE Securities LLC, Coastal Wealth, and Naim Consulting. Outside of finance, he has been involved with Hover Brothers LLC since 2020. 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 programs. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage channels to meet client needs.

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

Series 66, Series 63

Ft. Lauderdale, FL

Equitable Advisors

Michael Baudo is a financial advisor with Equitable Advisors, holding Series 66 and Series 63 licenses and bringing 26 years of industry experience. His prior roles include 21 years at ING Financial Markets LLC and three years at Strategic Direction LLC. 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 as both an SEC-registered investment adviser and a broker-dealer, utilizing a range of sponsored programs and endorsed TAMPs 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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Judy H

Series 66

Ft. Lauderdale, FL

Equitable Advisors

Judy Hou is a financial advisor at Equitable Advisors with two years of industry experience. She holds the Series 66 designation and previously worked at Philip Morris International and the Emirates Academy of Hospitality Management. She also serves as a power of attorney for her husband and is a trustee. Equitable Advisors serves a wide range of clients including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs.

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

Series 66

Ft. Lauderdale, FL

Equitable Advisors

Chantel Ayoub is a financial advisor with Equitable Advisors in Ft. Lauderdale, FL, holding a Series 66 designation and one year of industry experience. Her background includes roles at MassMutual Life Insurance Company and MML Investors Services, LLC, as well as work outside finance in customer service. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, and institutions, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through multiple advisory and brokerage platforms.

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

Series 63, Series 65

Ft. Lauderdale, FL

Equitable Advisors

Daniel Mccauley is a financial advisor with Equitable Advisors in Ft. Lauderdale, FL, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. Prior to joining Equitable Advisors in 2017, he worked with AXA Advisors and New York Life. He is also the owner of MCC Financial LLC, which he uses for tax planning and marketing purposes. 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, with a delivery model that heavily involves LPL-sponsored programs 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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Mark S

Series 63, Series 65

Ft. Lauderdale, FL

Equitable Advisors

Mark Sherman is a financial advisor with Equitable Advisors in Cooper City, FL, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Outside of his advisory role, he is involved in insurance sales through various fixed companies. 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 that includes both advisory and brokerage channels to deliver tailored client solutions.

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

Series 65, Series 63

Ft. Lauderdale, FL

Equitable Advisors

Kseniya Starykava is a financial advisor with Equitable Advisors in Ft. Lauderdale, FL, holding Series 63 and Series 65 licenses and having 13 years of industry experience. Her work history includes roles at Axa Advisors, Lincoln Investment, Legend Advisory Corporation, and Legend Equities Corporation. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm is dual-registered as an SEC investment adviser and broker-dealer and collaborates extensively with program sponsors and 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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Harris M

Series 63, Series 65

Ft. Lauderdale, FL

Equitable Advisors

Harris Mandler is a financial advisor with Equitable Advisors in Ft. Lauderdale, FL, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with Equitable Advisors since 2013, previously working at Axa Advisors, LLC. Outside of his advisory role, Mandler is active in community organizations, serving on the Tower Club Board of Governors and participating in the Make-A-Wish South Florida Young Professional Group. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, offering financial planning, retirement-plan support, and access to asset management through a hybrid advisory and brokerage model that leverages third-party asset managers and LPL programs.

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

Series 66

Ft. Lauderdale, FL

Equitable Advisors

Neil Bardach Jr. is a financial advisor with Equitable Advisors in Ft. Lauderdale, FL, holding a Series 66 designation and two years of industry experience. He has worked at Equitable Advisors since 2023 and has maintained his own business since 2005. Outside of financial advising, he works as a soccer referee on an independent contractor basis. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through LPL programs and various third-party asset managers. The firm uses a hybrid referral and implementation model, offering both advisory and brokerage/insurance services 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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Watt K

Series 66

Ft. Lauderdale, FL

Equitable Advisors

Watt Korattana is a financial advisor with Equitable Advisors, holding a Series 66 designation and four years of industry experience. Prior to his current role, he worked in the restaurant industry with positions at Koji Sushi and Thai Restaurant, Jasmine Thai and Chinese, Manow Asian Express, and Siam Splendor. 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 programs. The firm operates a hybrid referral and implementation model, utilizing various advisory programs and emphasizes individualized financial planning and client goal documentation.

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

Series 63, Series 66

Ft. Lauderdale, FL

Equitable Advisors

John Fricker is a financial advisor at Equitable Advisors with six years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Lion Street Financial, Flah and Company Insurance and Estate Planners, and The Prudential Insurance Company of America. Outside of advisory work, he is president of Fricker Consulting, Inc., a pass-through entity established to receive bonus compensation from a prior employer. 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 services.

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

Series 63, Series 66

Ft. Lauderdale, FL

Equitable Advisors

Arthur Lewis is a financial advisor with Equitable Advisors in Ft. Lauderdale, FL, holding Series 63 and Series 66 credentials and 11 years of industry experience. His prior work includes roles at Pruco Securities LLC, The Prudential Insurance Company of America, and Edward Jones. Outside of finance, he is the author of a fiction novel and receives royalties from its sales. 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, working extensively with LPL-sponsored programs and other endorsed platforms.

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

Series 63, Series 66

Ft. Lauderdale, FL

Equitable Advisors

Daniel Odze is a financial advisor with Equitable Advisors in Ft. Lauderdale, FL, holding Series 63 and Series 66 designations and possessing 13 years of industry experience. He has been with Equitable Advisors since 2014 and previously worked at AXA Advisors, LLC. for six years. 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 as a dual-registered SEC 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 I

Series 66

Ft. Lauderdale, FL

Equitable Advisors

David Israel is a financial advisor at Equitable Advisors in Ft. Lauderdale, FL, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Castle Hill Capital Partners, New Guard Partners, and Quilvest Capital Partners. Outside of advisory work, he has been involved with Studio Artesano since 2021. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporate and charitable entities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, with a delivery model that emphasizes LPL-sponsored programs and endorsed turnkey asset management platforms.

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

Series 66

Ft. Lauderdale, FL

Equitable Advisors

Adriana Vila Soto is a financial advisor with Equitable Advisors in Miami Lakes, FL, holding a Series 66 designation and two years of industry experience. Her prior work includes roles at Tastemakers LLC, the Miami Dolphins & Hard Rock Stadium, WorldRemit, LLC, and Univision Communications. Outside of her advisory role, she is involved in an outside insurance business. 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 combines advisory and brokerage/insurance channels to deliver client recommendations.

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

Series 63, Series 65

Ft. Lauderdale, FL

Equitable Advisors

Andrew Cooper is a financial advisor with Equitable Advisors in Weston, FL, holding Series 63 and Series 65 licenses and 39 years of industry experience. He has been with Equitable Advisors since 1999 and was previously affiliated with Axa Advisors, LLC. Cooper is also involved in insurance sales through various companies. 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 utilizes 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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Adam K

Series 63, Series 65

Ft. Lauderdale, FL

Equitable Advisors

Adam Kohn is a financial advisor with Equitable Advisors in Ft. Lauderdale, FL, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has been with Equitable Advisors since 2014, including time when the firm operated as AXA Advisors, LLC. His other business activities include serving as a trustee for family living trusts. 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 as both an SEC-registered investment adviser and a broker-dealer, working extensively through program sponsors and endorsed third-party managers to offer 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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Hector Q

Series 66

Ft. Lauderdale, FL

Equitable Advisors

Hector Quinones Sanchez is a financial advisor at Equitable Advisors with Series 66 credentials and one year of industry experience. His prior roles include positions at EHP - The Employer's Choice and Symmetry Financial Group, where he was involved in an insurance brokerage business that he ceased upon joining Equitable Advisors. 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, operating as both 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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Adam T

Series 66

Ft. Lauderdale, FL

Equitable Advisors

Adam Toft is a financial advisor with Equitable Advisors in Ft. Lauderdale, FL, holding a Series 66 credential and five years of industry experience. Prior to joining Equitable Advisors in 2021, he worked at Toft Mortgages from 2016 to 2020. He serves as trustee and grantor for a family trust and holds general powers of attorney for several family members. 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 a dual-registered SEC investment adviser and broker-dealer, working extensively with program sponsors and third-party managers to provide a range of 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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Lauryn H

Series 66

Ft. Lauderdale, FL

Equitable Advisors

Lauryn Harris is a financial advisor with Equitable Advisors in Ft. Lauderdale, FL, holding a Series 66 designation and beginning her advisory career in 2026. Prior to joining Equitable Advisors, she worked with Coldwell Banker Realty and Brilliant Earth. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a dual-registered model combining SEC-registered advisory and broker-dealer capabilities.

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

Series 66

Ft. Lauderdale, FL

Equitable Advisors

Christopher Satkowski is a financial advisor with Equitable Advisors in Ft. Lauderdale, FL. He holds a Series 66 designation and joined the firm in 2025. Prior to his current role, he worked in various positions including at Enhance Health LLC and GameStop Corporate. 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 channels to meet client needs.

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