Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Ally D

Series 63, Series 66

Jefferson, OH

Equitable Advisors

Ally Durkovic is a financial advisor at Equitable Advisors with Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Equitable Advisors, Ally worked in various roles including positions in education and retail. Equitable Advisors serves a broad range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing third-party managers and proprietary tools.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
user avatar
firm logo

Chad V

Series 66

Jefferson, OH

Equitable Advisors

Chad Vavpetic is a financial advisor at Equitable Advisors with 20 years of industry experience. He holds the Series 66 designation and has been with Equitable Advisors since 2006, including when it operated as Axa Advisors, LLC. Vavpetic serves as a board member for Junior Achievement of Mahoning Valley. Equitable Advisors provides financial planning and asset management services to individuals, pension plans, corporations, and charitable organizations through a network of Investment Adviser Representatives, using a combination of firm-offered programs and referrals to third-party asset managers.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
user avatar
firm logo

Joseph Z

Series 66

Jefferson, OH

Equitable Advisors

Joseph Zappitelli is a financial advisor at Equitable Advisors with eight years of industry experience. He holds the Series 66 credential and has worked at Equitable Advisors since 2018, including a prior role at Axa Advisors. Outside of his advisory work, he is a member of Atlas Group Holdings, an LLC based in Jefferson, Ohio. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations by offering financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes a range of advisory models implemented through third-party managers and sponsored programs, providing services that include mutual funds, ETFs, separately managed accounts, and select alternative investments.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
user avatar
firm logo

Anthony M

Series 63, Series 66

Jefferson, OH

Equitable Advisors

Anthony Monda is a financial advisor at Equitable Advisors with Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Equitable Advisors, he worked in physical therapy roles at Broad River Rehab and Cornerstone Rehab. He is also the owner of Anthony Monda Online Personal Training, a personal training business he has operated since 2019. Equitable Advisors serves individual and institutional clients, providing financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives and third-party asset managers.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
user avatar
firm logo

Jacob Z

Series 63, Series 66

Jefferson, OH

Equitable Advisors

Jacob Zappitelli is a financial advisor at Equitable Advisors with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Equitable Advisors, he worked in the automotive and youth opportunities sectors and attended the University of Mount Union. Equitable Advisors serves individuals across a range of wealth levels, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a network of Investment Adviser Representatives and partners with third-party asset managers to deliver various advisory models and ERISA fiduciary services.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
user avatar
firm logo

Kristen F

Series 63, Series 66

Jefferson, OH

Equitable Advisors

Kristen Futchko is a financial advisor with Equitable Advisors in Jefferson, Ohio, holding Series 63 and Series 66 licenses and two years of industry experience. Before joining Equitable Advisors, she worked for G&S Development for 13 years. Outside of her advisory role, Kristen serves as a public notary and acts as trustee for her parents' revocable trust, as well as their power of attorney. 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’s approach involves assessing client needs and risk tolerance to recommend suitable investment programs, leveraging third-party asset managers and proprietary resources without sponsoring its own wrap fee program.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)