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Ryan L
Series 66
Melville, NY
Equitable Advisors
Ryan Lebson is a financial advisor with Equitable Advisors in Melville, NY. He holds a Series 66 designation and began his advisory career in 2026. Prior to joining Equitable Advisors, his work experience includes roles at Money Tree Merchant Services and 1-800-Flowers, as well as time at Binghamton University and North Shore Family Chiropractic PC. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, working through various program sponsors and endorsed TAMPs to deliver advisory and brokerage solutions.
Steven L
CFP®, Series 63, Series 65
Melville, NY
Equitable Advisors
Steven Labiner is a CFP® professional with 41 years of industry experience, currently serving at Equitable Advisors since 2002. Prior to this, he was associated with Axa Advisors, LLC, and has operated as a self-employed advisor since 1990. He is also a board member of the Huntington Bike Club, a nonprofit organization. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by providing financial planning, broker-dealer services, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, delivering advisory and brokerage solutions primarily through program sponsors and third-party managers.
Richard N
Series 66
Melville, NY
Equitable Advisors
Richard Nicholas is a financial advisor at Equitable Advisors with 18 years of industry experience. He has been with Equitable Advisors since 2007, previously working at AXA Advisors during the same period. Outside of his advisory role, he is a co-trustee of family trusts and is involved with M&R Real Estate Group under the Equinox Financial Partners Ashar 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 a range of third-party asset managers and LPL programs. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage channels to meet diverse client needs.
Michael R
Series 63, Series 66
Melville, NY
Equitable Advisors
Michael Rodriguez is a financial advisor at Equitable Advisors with seven years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Equitable Advisors, he worked at PHX Financial, Inc. and is involved in personal training through Gatsby Brothers LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management via 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 and risk tolerance.
Kevin L
Series 66
Melville, NY
Equitable Advisors
Kevin Lazar is a financial advisor at Equitable Advisors with a Series 66 designation. He has been with the firm since 2026 and has prior experience at Ben's Furniture Co. and Salve Regina University. Outside of his advisory role, he has worked in various other industries, including retail and parking systems. 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 both an SEC-registered investment adviser and a broker-dealer and utilizes LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.
Paul C
Series 66
Melville, NY
Equitable Advisors
Paul Casavecchia is a financial advisor with Equitable Advisors, holding a Series 66 designation and 13 years of industry experience. He has previously worked with Raymond James Financial Services and Axa Advisors. Outside of his advisory role, he serves as executor and power of attorney for his deceased father's estate. 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 managers and LPL programs. The firm uses a hybrid referral and implementation model, offering both advisory and brokerage channels tailored to client goals and risk tolerance.
Nicholas M
Series 66
Melville, NY
Equitable Advisors
Nicholas Meoli is a financial advisor at Equitable Advisors with 10 years of industry experience. He holds a Series 66 designation and has worked at Equitable Advisors since 2016, including prior experience with AXA Advisors, LLC. Beyond his advisory role, he is involved in sales of tax accounting programs and ancillary insurance products through associations with multiple firms. Equitable Advisors serves a diverse range of clients, including individuals, high-net-worth, retirement plans, corporate, charitable, and institutional clients, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates primarily through LPL-sponsored programs and other third-party managers, offering both non-discretionary and discretionary advisory solutions.
Christopher B
Series 63, Series 65
Melville, NY
Equitable Advisors
Christopher Barber is a financial advisor at Equitable Advisors with 34 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Barber serves on the board of directors at Northwell Hospital in Huntington, NY, and is a board member of NYS Police Signal 30, an organization that provides financial support to families of police officers who die in the line of duty. 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 with a focus on both discretionary and non-discretionary asset management through various sponsored programs.
Matthew D
Series 66
Melville, NY
Equitable Advisors
Matthew Davis is a financial advisor with Equitable Advisors, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Intellisun, Hampton Implantology, SunRun, and Tesla. Equitable Advisors serves individual investors, retirement plans, 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 services tailored to client goals and risk tolerance.
Robert R
Series 66
Melville, NY
Equitable Advisors
Robert Rogan is a financial advisor with Equitable Advisors in Melville, NY, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Garrog Holding Corp and Verizon. 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 tailored to client goals and risk tolerance.
Charles C
Series 63, Series 65
Melville, NY
Equitable Advisors
Charles Capilets III is a financial advisor with Equitable Advisors in Melville, NY, holding Series 63 and Series 65 licenses and having eight years of industry experience. Prior to joining Equitable Advisors in 2018, he worked at AXA Advisors and was involved with 4U Marketing Solutions. He is also associated with MBCAP LLC, doing business as Sound Private Wealth. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs.
Lori P
ChFC®, Series 63, Series 65
Melville, NY
Equitable Advisors
Lori Pirrone is a financial advisor with Equitable Advisors in Bayside, NY, holding the ChFC® designation along with Series 63 and Series 65 licenses. She has 25 years of industry experience, all of which have been with Equitable Advisors and its predecessor, Axa Advisors. Outside of her advisory role, she is involved with Outside Ins. 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 and LPL programs. The firm operates a hybrid referral and implementation model combining advisory and brokerage/insurance channels.
Thomas P
Series 63, Series 65
Melville, NY
Equitable Advisors
Thomas Peguillan is a financial advisor with Equitable Advisors in Melville, NY, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He previously worked with AXA Advisors and spent three years at SUNY Oneonta. Equitable Advisors serves a diverse clientele, including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, providing financial planning, brokerage, insurance, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, working extensively with program sponsors and third-party managers to deliver advisory and brokerage solutions.
Mark A
Series 63, Series 65
Melville, NY
Equitable Advisors
Mark Amon is a financial advisor with Equitable Advisors in Melville, NY, holding Series 63 and Series 65 licenses and bringing 30 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 a trustee and power of attorney for his mother’s trust. 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 employs a hybrid referral and implementation model, offering both advisory and brokerage channels tailored to client goals and risk tolerance.
Mark A
Series 66
Melville, NY
Equitable Advisors
Mark Amella is a financial advisor at Equitable Advisors with one year of industry experience. He holds the Series 66 designation and has previously worked at Letter Leverage and in various customer service roles. Outside of his advisory work, he is employed as a waiter at Tap Room. Equitable Advisors serves a diverse range of clients including individual, high-net-worth, retirement plan, corporate, charitable, and institutional investors, 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, emphasizing program-based solutions through third-party managers.
Tyler P
Series 66
Melville, NY
Equitable Advisors
Tyler Petersen is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. His prior work history includes academic positions at Huntington University and Trinity Christian College. Equitable Advisors serves a diverse client base, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a dual-registered investment adviser and broker-dealer model.
James S
Series 66, Series 63
Melville, NY
Equitable Advisors
James Senese is a financial advisor at Equitable Advisors with 29 years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Aegis Capital Corp. for 11 years. He serves as a trustee for a Medicare trust for his parents. 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 advisory and brokerage solutions.
Jesse R
Series 66
Melville, NY
Equitable Advisors
Jesse Romano is a financial advisor at Equitable Advisors with seven years of industry experience. He holds the Series 66 designation and has been with Equitable Advisors since 2018. Prior to joining Equitable, he worked at Axa Advisors and held various roles outside the financial sector. Romano is also involved with TransAmerica Term Life. 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 that includes advisory and brokerage channels and utilizes multiple third-party asset managers and platforms.
Robert L
CFP®, Series 66
Melville, NY
Equitable Advisors
Robert Lozzi is a CFP® professional with 25 years of experience in the financial advisory industry. He has been with Equitable Advisors since 2001 and previously worked with Axa Advisors, LLC. He is a member of the Financial Planning Association of Long Island and the Estate Planning Council of Nassau County. 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 third-party asset managers. The firm operates a hybrid referral and implementation model that combines advisory and brokerage channels to tailor services based on client goals and risk tolerance.
Tyler W
Series 66
Melville, NY
Equitable Advisors
Tyler Wuchte is a financial advisor at Equitable Advisors with three years of industry experience. He holds a Series 66 designation and has previously worked at Hilton Capital Management and Fairfield University. Outside of his advisory role, he volunteers as a lacrosse coach. 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 operates a hybrid referral and implementation model, utilizing multiple third-party asset managers and offering both advisory and brokerage channels.
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