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Edward S

Series 66, Series 63

Melville, NY

Equitable Advisors

Edward Sorrentino is a financial advisor with Equitable Advisors in Melville, NY, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at PHX Financial Services, DNR Consulting, and By-The-Numbers LLC. Outside of financial advising, he is involved in health insurance through United Healthcare Oxford and Anthem. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, 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 endorsed 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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Andrew K

ChFC®, Series 63, Series 65

Melville, NY

Equitable Advisors

Andrew Krakauer is a financial advisor at Equitable Advisors with 38 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Krakauer has been with Equitable Advisors since 1999, previously affiliated with Axa Advisors, LLC during overlapping years. Equitable Advisors serves a diverse client base including individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm offers financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers, utilizing a hybrid model of advisory and brokerage/insurance channels.

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

Series 63, Series 65

Melville, NY

Equitable Advisors

Peter Wright Jr. is a financial advisor with Equitable Advisors in Melville, NY, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Equitable Advisors since 2008 and previously at Axa Advisors, LLC. Wright serves on the boards of the Our Lady of Consolation Foundation and the Salvation Army of Suffolk County. 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 broker-dealer, utilizing a range of third-party programs and 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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Yonatan W

Series 65, Series 63

Melville, NY

Equitable Advisors

Yonatan Wachspress is a financial advisor with Equitable Advisors, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. He has been with Equitable Advisors since 2014 and previously worked at AXA Advisors, LLC. Wachspress serves as a board member of Beis Torah U'Tefillah Synagogue. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations. The firm provides financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating primarily through 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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Vincenzo F

Series 66

Melville, NY

Equitable Advisors

Vincenzo Formato is a financial advisor with Equitable Advisors, holding a Series 66 designation and two years of industry experience. His background includes various roles in the food service and event venue industries. 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 primarily through program sponsors and endorsed third-party managers, managing a mix of discretionary and non-discretionary assets.

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

Series 66

Melville, NY

Equitable Advisors

Kevin Wilson Jr. is a financial advisor at Equitable Advisors with one year of industry experience. He holds the Series 66 designation and has worked at several organizations including Con Edison and Top Golf. Outside of finance, he is involved as a musician and producer with Bigg Badd Wolf. 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 and offers both advisory and brokerage/insurance 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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Tristan P

Series 66

Melville, NY

Equitable Advisors

Tristan Pesqueira is a financial advisor at Equitable Advisors in Melville, NY, holding a Series 66 designation. He began his advisory career with Equitable Advisors in 2026. Prior to this, his work experience includes roles at Shoprite, Amerivents, and Uber, as well as positions in education and public library services. 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 utilizes 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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Ronald D

Series 66

Melville, NY

Equitable Advisors

Ronald Dinehart is a financial advisor at Equitable Advisors with 11 years of industry experience. He holds a Series 66 designation and has worked at Equitable Advisors since 2015. Ronald also serves as trustee for his parents' irrevocable trust, managing associated financial and administrative responsibilities. 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 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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Jeffrey S

Series 66

Melville, NY

Equitable Advisors

Jeffrey St. Simon is a financial advisor with Equitable Advisors in Melville, NY, holding a Series 66 designation and two years of industry experience. Prior to joining Equitable Advisors, he worked in various roles including at Toshiba Business Solutions and Memorial Sloan Kettering. 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, 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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James D

Series 63, Series 66

Melville, NY

Equitable Advisors

James Davis is a financial advisor with Equitable Advisors in Garden City Park, NY. He holds Series 63 and Series 66 designations and has 28 years of industry experience, including six years at Equitable Advisors and six years at VOYA Financial Advisors. He also operates The BlackOak Group, LLC as a separate business activity. 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 a range of third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to deliver tailored investment solutions.

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

Series 66

Melville, NY

Equitable Advisors

Alexander Kregel 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 in various roles including valet management and retail. Outside of his advisory role, he manages a valet service 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 third-party programs. The firm uses a hybrid referral and implementation model involving multiple asset managers and offers 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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Domenico D

Series 63, Series 65

Melville, NY

Equitable Advisors

Domenico Dercole is a financial advisor at Equitable Advisors with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metlife Securities Inc. He is also active as an independent agent in outside fixed insurance. Equitable Advisors serves a diverse range of clients including individual, high-net-worth, retirement plan, corporate, charitable, and institutional investors, 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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Harish C

Series 63, Series 65

Melville, NY

Equitable Advisors

Harish Chugh is a financial advisor with Equitable Advisors in Melville, NY, holding Series 63 and Series 65 designations and 45 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked at Axa Advisors. He serves as a trustee for the Herricks Community Fund in New Hyde Park, NY. Equitable Advisors serves a broad range of clients including individuals, high-net-worth individuals, retirement plans, corporations, charitable organizations, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through dual registration as an SEC-registered investment adviser and broker-dealer, utilizing LPL-sponsored programs and multiple 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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Steven C

Series 66

Melville, NY

Equitable Advisors

Steven Corina is a financial advisor with Equitable Advisors in Melville, NY. He holds the Series 66 designation and has one year of industry experience. Prior to joining Equitable Advisors, he worked at the Internal Revenue Service and served in the Peace Corps. 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 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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Andrew K

Series 66

Melville, NY

Equitable Advisors

Andrew Krauss is a financial advisor with Equitable Advisors in Melville, NY, holding a Series 66 designation and 12 years of industry experience. He has been with Equitable Advisors since 2015 and previously worked at Axa Advisors, LLC. Outside of his advisory role, he is involved with Savoy Associates/FNA Insurance, focusing on health insurance, and Guardian dental insurance. 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 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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Nicholas M

Series 66

Melville, NY

Equitable Advisors

Nicholas Massimo Jr. is a financial advisor at Equitable Advisors with four years of industry experience. He holds a Series 66 designation and has been with Equitable Advisors since 2021. His prior work history includes roles outside the financial industry, such as at Liberty Moving and Storage and Doordash. Equitable Advisors serves a diverse client base that includes individuals, high-net-worth clients, retirement plans, and institutions. The firm offers financial planning, brokerage, insurance services, 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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John K

Series 65

Melville, NY

Equitable Advisors

John Kuchmak is a financial advisor with Equitable Advisors, holding a Series 65 designation and bringing 47 years of industry experience. He has been with Equitable Advisors since 1999, following a prior role at AXA Advisors, LLC. Outside of his advisory role, he serves as president of Kuchmak Asset Management, a health insurance sales and administration business. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, brokerage, 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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Devon P

Series 66

Melville, NY

Equitable Advisors

Devon Pinto is a financial advisor with Equitable Advisors in Melville, NY, holding a Series 66 designation and six years of industry experience. Prior to joining Equitable Advisors, he worked at Gregory Mosick and Aon. Pinto also has a longstanding entrepreneurial role with Island Xtreme. 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 as a dual-registered SEC investment adviser and broker-dealer, focusing on LPL-sponsored programs and various endorsed third-party 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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Charles C

Series 63, Series 65

Melville, NY

Equitable Advisors

Charles Capilets Jr. is a financial advisor with Equitable Advisors in Melville, NY, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He has been with Equitable Advisors since 1999, following a tenure with AXA Advisors, LLC. He also operates a business under the name Sound Private Wealth. 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, combining advisory and brokerage/insurance channels to deliver tailored financial solutions.

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

Series 66

Melville, NY

Equitable Advisors

Colleen Walsh is a financial advisor at Equitable Advisors with eight years of industry experience. She holds a Series 66 designation and has worked at Equitable Advisors since 2017, including prior roles at Axa Advisors and Axa Equitable. She also serves as the administrator and executor of the Walsh family estate. Equitable Advisors serves a diverse group of clients including individuals, high-net-worth individuals, retirement plans, corporations, charities, and institutions, providing financial planning, brokerage, insurance, and access to third-party asset management programs through a dual-registered model.

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