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Ferdinand R

Series 63, Series 65

Melville, NY

Equitable Advisors

Ferdinand Ruplin Jr. is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at Equitable Advisors since 1999, following a period with AXA Advisors. Ruplin serves as a board member of the Long Island Charities Foundation, where he helps initiate fundraising activities and events. 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 advisory and brokerage/insurance channels 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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Robert M

ChFC®, Series 63, Series 65

Melville, NY

Equitable Advisors

Robert Murphy is a financial advisor with Equitable Advisors, holding the ChFC® designation along with Series 63 and Series 65 licenses, and has 46 years of industry experience. He has been with Equitable Advisors since 1999, having also worked with Axa Advisors, LLC for over two decades. Outside of his advisory role, he is involved in health insurance, including term and universal life insurance products with VOYA. 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 client intake process to tailor services, offering written financial plans and advisory programs in a hybrid referral and implementation model that includes both discretionary and non-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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Hans V

Series 63, Series 65

Melville, NY

Equitable Advisors

Hans Vermes is a financial advisor at Equitable Advisors with 32 years of industry experience. He has held positions at Equitable Advisors and its predecessor, AXA Advisors, since 1999. Vermes holds Series 63 and Series 65 licenses. 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 channels to clients.

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

Series 63, Series 65

Melville, NY

Equitable Advisors

Dickran Kabarajian is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. His prior roles include positions at Metlife Securities Inc. and Mass Mutual Life Insurance Company. Outside of advisory work, he serves as a Flotilla Commander for the U.S. Coast Guard Auxiliary and is a director of the Masthead Yacht Club. 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 both an SEC-registered investment adviser and broker-dealer, utilizing multiple program sponsors 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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Frank C

Series 63, Series 65

Melville, NY

Equitable Advisors

Frank Caputo is a financial advisor at Equitable Advisors with 38 years of industry experience. He has held his current position since 1999 and was previously associated with Axa Advisors, LLC for 21 years. Outside of his advisory role, he 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 LPL programs and third-party asset managers. The firm operates 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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Jonathan M

Series 65, Series 66

Melville, NY

Equitable Advisors

Jonathan Morton is a financial advisor with Equitable Advisors in Melville, NY, holding Series 65 and Series 66 licenses and bringing 11 years of industry experience. His prior roles include positions at Axa Advisors, Northwestern Mutual, Nuovo Giorno, LLC, and ACE Hardware Corp. He also serves as an administrator or executor of estates and trustee of trusts for non-family and family members. 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, 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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Gregg G

Series 63, Series 65

Melville, NY

Equitable Advisors

Gregg Gunzburg is a financial advisor with Equitable Advisors in Melville, NY, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked with Axa Advisors, LLC. Outside of his advisory role, he is involved with Oxford Health and United Concordia Dental through 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 uses a hybrid referral and implementation model, offering both advisory and brokerage channels 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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John L

Series 66

Melville, NY

Equitable Advisors

John Leonard is a financial advisor at Equitable Advisors with Series 66 credentials and two years of industry experience. His prior experience includes roles at Madison Parker Financial and employment in various other sectors, including education and retail. Equitable Advisors serves a diverse client base ranging from individual investors to institutional clients, offering financial planning, brokerage, 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 collaborates extensively with 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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Philip C

Series 63, Series 65

Melville, NY

Equitable Advisors

Philip Cracchiola is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked with Axa Advisors, LLC. Outside of his advisory work, he is involved with Benefit Concepts and Ashar Group, focusing on life settlements. 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, offering both advisory and brokerage 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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Michael G

Series 66

Melville, NY

Equitable Advisors

Michael Gaffary is a financial advisor with Equitable Advisors in Melville, NY, holding a Series 66 designation and three years of industry experience. Prior to his current role, he worked at Oak Neck Delicatessen and held several other positions including at Platinum Energy Group and SUNY Oneonta. Outside of his advisory work, he is involved in a separate business under the name Quantum Financial Solutions. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, 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, 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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Carl D

Series 63, Series 65

Melville, NY

Equitable Advisors

Carl Della Sala is a financial advisor with Equitable Advisors in Ronkonkoma, NY, holding Series 63 and Series 65 licenses and 39 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Equitable Advisors serves individual investors, retirement plan sponsors and participants, 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 advisory and brokerage model, offering tailored financial plans and utilizing client referral and handoff arrangements to implement investment strategies.

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

Series 63

Melville, NY

Equitable Advisors

Walter Brown is a financial advisor with Equitable Advisors, holding a Series 63 designation and bringing 31 years of industry experience. He previously worked at American Portfolios Financial Services for 11 years before joining Equitable Advisors in 2024. Outside of his advisory role, he owns WALTER H BROWN LLC, a business used for managing non-investment-related business expenses, and acts as an independent agent for fixed insurance products. 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/insurance channels to execute client recommendations.

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

Series 66

Melville, NY

Equitable Advisors

Jeremy Silberg is a Series 66-licensed financial advisor with Equitable Advisors, based in Melville, NY. He has one year of industry experience and previously worked at Aegis Capital and MIOYM Equities. Outside of finance, he has been involved with 3MEN Power Washing since 2022. 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 through program sponsors and third-party managers, providing a mix of discretionary and non-discretionary advisory solutions.

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

Series 66

Melville, NY

Equitable Advisors

Luke Baranek is a financial advisor with Equitable Advisors holding a Series 66 designation. He has less than one year of experience in the industry, joining Equitable Advisors in 2026. Prior to his current role, his work history includes various positions outside the financial services sector. 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 as both an SEC-registered investment adviser and a broker-dealer.

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

Series 63, Series 65

Melville, NY

Equitable Advisors

Frank Rizzo is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior roles include positions at Royal Alliance Associates, Inc. and Signator Investors Inc. He also acts as an independent agent in outside fixed insurance sales and receives trail commissions from existing disability and life and fixed annuity insurance business. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering 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 provides 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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William L

Series 66

Melville, NY

Equitable Advisors

William Langhan is a financial advisor with Equitable Advisors, holding a Series 66 designation and seven years of industry experience. He has been with Equitable Advisors since 2018 and previously worked at Axa Advisors. Outside of financial advising, Langhan is involved in tax preparation through his role at Tax Ranger Returns. Equitable Advisors serves a diverse range of clients including individuals, high-net-worth investors, retirement plans, corporates, charitable organizations, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, working extensively with program sponsors 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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Kenny C

Series 66

Melville, NY

Equitable Advisors

Kenny Charles is a financial advisor at Equitable Advisors with five years of industry experience and holds a Series 66 designation. Prior to joining Equitable Advisors in 2020, he held various roles including work at Chevrolet Huntington and community involvement in the Town of Huntington. He serves as a board member and liaison on the Town of Huntington Affordable Housing Advisory Board. 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 through a dual-registered SEC investment adviser and broker-dealer platform.

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

Series 63, Series 65

Melville, NY

Equitable Advisors

Brian Yun is a financial advisor with Equitable Advisors in Melville, NY, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Outside of his advisory role, he owns Unitas Wealth Management and is involved in health insurance through Oxford and life settlements with 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 via LPL programs and third-party asset managers. The firm operates 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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Jerry G

Series 63, Series 65

Melville, NY

Equitable Advisors

Jerry Goldblum is a financial advisor with Equitable Advisors in Melville, NY, holding Series 63 and Series 65 licenses and having 32 years of industry experience. He previously worked at Aegis Capital Corp for seven years before joining Equitable Advisors in 2022. 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 asset managers and LPL programs. 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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Harry R

Series 63, Series 66

Melville, NY

Equitable Advisors

Harry Rouzeau is a financial advisor with Equitable Advisors in Melville, NY, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He previously worked at Lincoln Financial and Lincoln Financial Advisors Corp from 2012 to 2020. Outside of his advisory role, Rouzeau operates HMR Planning Services, an independent insurance agency offering long-term care, accident/health, disability, fixed annuities, and traditional fixed life insurance products. 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 multiple third-party managers. The firm uses a hybrid referral and implementation model, combining advisory and brokerage/insurance channels to tailor services according 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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