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Gardenia L

Series 66

Miami, FL

Equitable Advisors

Gardenia Leon Nickel is a financial advisor at Equitable Advisors with 35 years of industry experience. She holds the Series 66 designation and has worked at Equitable Advisors since 1999, including during the firm's period as AXA Advisors. Equitable Advisors serves a diverse client base 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. The firm is dual-registered as an SEC-registered investment adviser and a broker-dealer, utilizing a range of LPL-sponsored programs and 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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Luis A

Series 65, Series 63

Miami, FL

Equitable Advisors

Luis Alvarado is a financial advisor with Equitable Advisors in Miami, FL, holding Series 65 and Series 63 licenses and bringing 28 years of industry experience. He has been with Equitable Advisors since 2005 and previously worked with Axa Advisors, LLC. Outside of his advisory role, Alvarado serves on the Board of Directors for the Coral Gables Estate Planning Council and is a Trustee Diplomat and member of the Coral Gables Chamber, participating in networking and educational events. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating through a dual registration 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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Royce E

Series 66

Miami, FL

Equitable Advisors

Royce Eggert is a financial advisor with Equitable Advisors in Miami, FL. He holds the Series 66 designation and has been with Equitable since 2026. Prior to becoming a financial advisor, he worked in various roles including at Trump Doral and Valdosta Country Club. 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 broker-dealer and works 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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Georvy P

Series 66

Miami, FL

Equitable Advisors

Georvy Panameno Romero is a financial advisor at Equitable Advisors with five years of industry experience. He holds a Series 66 designation and has been with Equitable in various capacities since 2015. Prior to his advisory roles, he was affiliated with Florida International University from 2013 to 2017. Equitable Advisors serves a diverse client base including individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm provides financial planning, retirement plan support, and access to asset management through LPL and a broad range of third-party asset managers, operating with a hybrid referral and implementation model.

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

Series 66

Miami, FL

Equitable Advisors

Taft Rahaim is a financial advisor with Equitable Advisors in Miami, FL, holding a Series 66 designation. He has one year of industry experience, including prior roles at EdFed Credit Union, Chase Bank, and DSI Systems. Rahaim was previously a student from 2016 to 2024. 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 broker-dealer, utilizing LPL-sponsored programs and 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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Gloria B

Series 63, Series 65

Miami, FL

Equitable Advisors

Gloria Barbier is a financial advisor with Equitable Advisors in Miami, FL, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. She has been with Equitable Advisors since 2009, following her tenure at AXA Advisors LLC. Outside of her advisory role, she serves on the board of directors for The Peacock Building Association, overseeing facility maintenance. 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 managers. The firm operates a hybrid referral and implementation model, offering 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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Rene N

Series 66

Miami, FL

Equitable Advisors

Rene Negron is a financial advisor with Equitable Advisors in Miami, FL, holding a Series 66 designation and bringing 22 years of industry experience. He has been with Equitable Advisors since 2012 and previously worked at Axa Advisors, LLC. Outside of his advisory role, Negron serves on the Board of Directors for the Coral Gables Chamber of Commerce and is a board member and treasurer of the Rotary Club of South Miami. Equitable Advisors serves a diverse client base including 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 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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Fernando G

Series 66

Miami, FL

Equitable Advisors

Fernando Guisasola is a financial advisor with Equitable Advisors, holding a Series 66 designation and based in Miami, FL. He began his advisory career in 2025 and previously worked in education and retail. Equitable Advisors serves a broad mix of 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 through various program sponsors and third-party managers, delivering both 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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Jonathan B

Series 66

Miami, FL

Equitable Advisors

Jonathan Baikov is a financial advisor with Equitable Advisors in Miami, FL, holding a Series 66 designation and two years of industry experience. Before joining Equitable in 2023, he worked at Morningstar from 2022 to 2023 and has experience in both education and manufacturing sectors. 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, operating with a focus on both discretionary and non-discretionary advisory solutions through a variety of program sponsors and endorsed platforms.

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

Series 66

Miami, FL

Equitable Advisors

Frank Perez Delgado is a financial advisor at Equitable Advisors with nine years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise, Bank of America, Merrill, Cetera, and Regions Bank. Outside of his advisory role, he serves as the treasurer for the Big Five Club, a nonprofit cultural and sports organization in Miami. Equitable Advisors provides financial planning, retirement-plan support, and asset management services to individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm operates a hybrid referral and implementation model, offering advisory and brokerage channels through 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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Hugo C

CFP®, ChFC®, Series 63, Series 65

Miami, FL

Equitable Advisors

Hugo Castro is a financial advisor with Equitable Advisors in Miami, FL, holding Series 63 and Series 65 credentials and over 34 years of industry experience. He has been with Equitable Advisors since 1999, including its predecessor AXA Advisors, LLC. Castro serves as a board member of The Beacon Council, a nonprofit organization focused on economic development in Miami. Equitable Advisors provides financial planning, retirement-plan support, and access to asset management for individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm operates a hybrid advisory and brokerage model, utilizing third-party asset managers and LPL Financial programs 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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Luis C

Series 63, Series 65

Miami, FL

Equitable Advisors

Luis Chiappy is a financial advisor with Equitable Advisors in Miami, FL, holding Series 63 and Series 65 licenses and bringing 39 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 Deliverance Boating, LLC, a business activity unrelated to his financial services work. 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, tailoring 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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Evelyn C

Series 66

Miami, FL

Equitable Advisors

Evelyn Cuadrado is a financial advisor at Equitable Advisors with one year of industry experience. She holds the Series 66 designation and has been with Equitable since 2012, including her current role at Equitable Advisors since 2023. 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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Eduardo G

Series 66

Miami, FL

Equitable Advisors

Eduardo Garcia Ona Jr. is a financial advisor with Equitable Advisors in Miami, FL, holding a Series 66 designation and 11 years of industry experience. He previously worked at Bankers Life Securities, Inc. and Bankers Life & Casualty. Outside of his advisory role, he is involved in forex trading through FOREX.COM. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional clients. The firm provides 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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Onelio F

Series 66

Miami, FL

Equitable Advisors

Onelio Fernandez is a financial advisor with Equitable Advisors in Miami, FL, holding a Series 66 designation and 20 years of industry experience. He has been with Equitable Advisors since 2005 and previously worked at Axa Advisors, LLC. 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 various third-party asset managers. The firm employs a hybrid referral and implementation model, providing 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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Blake S

Series 63, Series 65

Miami, FL

Equitable Advisors

Blake Schneringer is a financial advisor with Equitable Advisors in Miami, FL, holding Series 63 and Series 65 licenses. He has been with Equitable Advisors since 2026 and has prior experience working in real estate with Fathom Realty and Keller Williams Realty. 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 dual-registered advisory and brokerage model.

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

Series 63, Series 65

Miami, FL

Equitable Advisors

Gerald Grant Jr. is a financial advisor with Equitable Advisors in Miami, FL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Equitable Advisors since 1999, including its predecessor AXA Advisors, LLC. Outside of his advisory role, he is active in community service through his membership in Phi Beta Sigma Fraternity and Sigma Pi Phi Fraternity, and serves on the boards of the Orange Bowl Committee, Florida International University, and the Adrienne Arsht Center for the Performing Arts. He is also the owner and president of G&G Enterprises of Miami, where he oversees the sale of a book he authored. Equitable Advisors serves individual investors, retirement plan sponsors and participants, 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 advisory and brokerage model, emphasizing tailored client intake processes and a range of advisory program options.

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

Series 66

Miami, FL

Equitable Advisors

Betty Pulgar Vidal is a financial advisor with Equitable Advisors in Miami, FL, holding a Series 66 designation and 26 years of industry experience. She has been with Equitable Advisors since 1997, including its predecessor AXA Advisors, LLC. Outside of her advisory role, she serves as secretary for Blast Pest Control, Inc. 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 operates a hybrid referral and implementation model, providing 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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Steven L

Series 66

Miami, FL

Equitable Advisors

Steven Leahing is a financial advisor with Equitable Advisors in Miami, FL, holding a Series 66 designation and over 26 years of industry experience. He has been with Equitable Advisors since 1999, having also worked at Axa Advisors, LLC during the same period. 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 that combines 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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Robert G

Series 66

Miami, FL

Equitable Advisors

Robert Gutierrez is a financial advisor with Equitable Advisors, holding a Series 66 designation and six years of industry experience. His prior work includes roles at AXA Advisors LLC and AXA Equitable, as well as experience outside finance at Anthony's Coal Fired Pizza and Florida International University. 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, 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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Carlos R

Series 66

Miami, FL

Equitable Advisors

Carlos Rodriguez is a financial advisor with Equitable Advisors in Miami, FL, holding a Series 66 designation and over eight years of industry experience. His prior experience includes roles at JPMorgan Chase and HSBC USA NA. He has been with Equitable and Equitable Advisors since 2021 and 2022, respectively. 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 clients’ 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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Isaias G

Series 66

Miami, FL

Equitable Advisors

Isaias Germade Fernandez is a financial advisor at Equitable Advisors with Series 66 credentials and one year of industry experience. His prior work experience includes roles at Miami-Dade County Public Schools, Amazon, and academic positions at Universidad Nacional Autónoma de México and Universidad de La Habana. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through LPL-sponsored programs and endorsed third-party managers, providing both 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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Christian D

Series 63, Series 65

Miami, FL

Equitable Advisors

Christian Dorado is a financial advisor with Equitable Advisors in Miami, FL, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has been with Equitable Advisors since 2007, having previously been affiliated with AXA Advisors, LLC. Outside of his advisory role, Dorado is involved in insurance sales through various carriers and participates in health insurance sales and life settlement transactions. 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 a broad range of third-party asset managers. The firm operates a hybrid referral and implementation model, utilizing multiple TAMPs and offering 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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David P

Series 66

Miami, FL

Equitable Advisors

David Prieto is a financial advisor with Equitable Advisors in Miami, FL, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Diaz Marine and Med-Lab Supply Co Inc. He is also involved in an outside insurance business. 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 uses a hybrid referral and implementation model that combines advisory, brokerage, and insurance channels.

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

Series 65, Series 63

Miami, FL

Equitable Advisors

David Villavicencio is a financial advisor with Equitable Advisors in Miami, FL, holding Series 65 and Series 63 licenses and one year of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Bank, Regions Financial Corp, Ocean Bank, and AT&T. Outside of his financial advisory work, he is involved with Artistic Custom Woods LLC, an entrepreneurial venture he has operated since 2017. 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, relying extensively on LPL-sponsored platforms 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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Ian S

Series 63, Series 65

Miami, FL

Equitable Advisors

Ian Scharf is a financial advisor with Equitable Advisors in Miami, FL, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Equitable Advisors since 1999, including its predecessor AXA Advisors, LLC. In addition to his advisory role, Scharf has lectured to undergraduate students in marketing at the University of Miami since 1991. 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 and offers 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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Gabriel M

Series 66

Miami, FL

Equitable Advisors

Gabriel Mascarenhas is a financial advisor at Equitable Advisors with three years of industry experience. He holds the Series 66 designation and has worked at Equitable Advisors since 2023. Prior to that, he held roles at Brodr and has an educational background that includes Hult International Business School in Boston. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, with a delivery model that extensively utilizes 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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Daniel I

Series 66

Miami, FL

Equitable Advisors

Daniel Iglesias is a financial advisor at Equitable Advisors in Miami, FL, holding a Series 66 designation with one year of industry experience. Prior to joining Equitable Advisors, he worked in the cruise line industry and held various roles in financial services and retail. Outside of his advisory role, he owns Dancraft, a small business focused on renting and selling custom wood 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 operates with a hybrid referral and implementation model that includes 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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Justin C

Series 66

Miami, FL

Equitable Advisors

Justin Carter is a financial advisor with Equitable Advisors, holding a Series 66 credential and one year of industry experience. Prior to joining Equitable Advisors, he worked at Muriel Siebert & Co., LLC and FNB. He is also a dual employee at Siebert AdvisorNxt, serving as an Investment Advisor Representative. Equitable Advisors serves a broad range of clients including individual, high-net-worth, retirement plan, corporate, charitable, and institutional investors. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating through various program sponsors 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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Nicholas B

Series 66

Miami, FL

Equitable Advisors

Nicholas Bouza is a financial advisor at Equitable Advisors with a Series 66 credential and two years of industry experience. His prior work includes roles at the City of Miami City Hall and a background in analytical work at Vision Analytical. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, 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 as a dual-registered SEC investment adviser and broker-dealer, utilizing LPL-sponsored programs and 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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Amber L

Series 66

Miami, FL

Equitable Advisors

Amber Leach is a financial advisor with Equitable Advisors in Miami, FL, holding a Series 66 designation and 10 years of industry experience. She has worked at Equitable Advisors since 2018 and was previously employed at Axa Advisors LLC and Seventeen09, LLC. Outside of her financial advisory role, she is a civil mediator on the civil court roster for Union County, New Jersey. 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, relying heavily on LPL-sponsored programs and 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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Raphael A

Series 66

Miami, FL

Equitable Advisors

Raphael Almeida Leite Neto is a financial advisor with Equitable Advisors in Miami, FL, holding a Series 66 designation and nine years of industry experience. He has worked at Equitable Advisors since 2016 and previously at Axa Advisors. Outside of his advisory role, he serves as a parish financial counselor at Saint Louis Catholic Church and works as an enrollment agent specializing in taxation and IRS representation. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and asset management access through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, offering 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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Maria V

Series 63, Series 65

Miami, FL

Equitable Advisors

Maria Viteri is a financial advisor with Equitable Advisors in Miami, FL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Outside of her advisory work, she is the president and owner of Crispy Churros in San Jose, Costa Rica. 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 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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Francisco R

Series 66

Miami, FL

Equitable Advisors

Francisco Rodriguez Ledezma is a financial advisor with Equitable Advisors, holding a Series 66 designation and 17 years of industry experience. He has been with Equitable Advisors since 2006 and previously worked with Axa Advisors, LLC. He serves as a board member of an agent reinsurance company. Equitable Advisors provides financial planning and retirement-plan support to individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm employs a hybrid referral and implementation model, offering access to asset management through various third-party programs and emphasizes tailored client service based on documented 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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Rasikaran B

Series 63, Series 65

Miami, FL

Equitable Advisors

Rasikaran Boaz is a financial advisor with Equitable Advisors in Miami, FL, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked at Axa Advisors, LLC. Outside of advising, he serves as a director of the South Carillon Beach Condominium Association, Inc. 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 programs and third-party managers. The firm employs a hybrid referral and implementation model and offers 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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Adam W

CFP®, CFA®, Series 63, Series 65

Miami, FL

Equitable Advisors

Adam Weirich is a CFA® charterholder with 27 years of industry experience, currently serving as a financial advisor at Equitable Advisors since 2007. Prior to and during his tenure at Equitable Advisors, he was affiliated with Axa Advisors, LLC. Outside of his advisory role, he holds leadership positions in several private client wealth management and insurance-related entities and serves as Vice President on the board of the Equitable Agents Reinsurance Company. 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 tailored to clients’ 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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Sebastian L

Series 66

Miami, FL

Equitable Advisors

Sebastian Lazo is a financial advisor with Equitable Advisors in Miami, FL, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Equitable, he worked at Florida Power and Light and Publix Super Markets and was employed at Belen Jesuit Preparatory School. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, providing financial planning, broker-dealer services, and access to third-party asset management programs through a dual-registered SEC investment adviser and broker-dealer platform. The firm utilizes LPL-sponsored programs and third-party managers to deliver advisory and brokerage solutions, managing substantial assets on both discretionary and non-discretionary bases.

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

Series 63, Series 66

Miami, FL

Equitable Advisors

Jorge Perez is a financial advisor with Equitable Advisors in Miami, FL, holding Series 63 and Series 66 designations and 15 years of industry experience. He previously worked at HSBC Securities (USA) Inc. and HSBC Bank USA, N.A. from 2006 to 2020 before joining Equitable Advisors. 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 with a delivery model that relies on LPL-sponsored programs and various 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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Kevin D

CFP®, Series 63, Series 65

Miami, FL

Equitable Advisors

Kevin Dooley is a CFP® professional with 30 years of experience in the financial services industry. He has been with Equitable Advisors since 2001, having previously worked at AXA Advisors, LLC. Outside of his advisory role, he manages a private consulting business and owns a recreational boating entity. 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/insurance services tailored to clients’ 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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Teofilo G

Series 66

Miami, FL

Equitable Advisors

Teofilo Gonzalez is a financial advisor with Equitable Advisors in Pinecrest, FL, holding a Series 66 designation and 24 years of industry experience. He has been with Equitable Advisors since 2001 and also has a long-standing role as a director at Exintel, Inc., where he has been involved in export wholesale and health insurance commissions since 1989. In addition to his advisory work, he is engaged in sales of property and casualty insurance through PCG Integrated Solution, LLC. 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 various third-party managers, utilizing a hybrid referral and implementation model that integrates advisory, brokerage, and insurance services.

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

Series 63, Series 65

Miami, FL

Equitable Advisors

Lourdes Vila is a financial advisor with Equitable Advisors in Miami, FL, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. She has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. 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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Stuart G

Series 66

Miami, FL

Equitable Advisors

Stuart Gordon is a financial advisor with Equitable Advisors in Miami, FL, holding a Series 66 designation and 24 years of industry experience. He has been with Equitable Advisors since 2001 and previously worked with Axa Advisors, LLC. 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 referral and implementation model, offering 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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Javier F

Series 65, Series 63

Miami, FL

Equitable Advisors

Javier Fagundo Diaz is a financial advisor at Equitable Advisors with Series 63 and Series 65 credentials and one year of industry experience. Prior to joining Equitable Advisors, he held roles at LPL Enterprise, The Prudential Insurance Company of America, and Florida Financial Advisors. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm provides financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, leveraging LPL-sponsored solutions and multiple 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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Jorge G

Series 65, Series 63

Miami, FL

Equitable Advisors

Jorge Gutierrez is a financial advisor with Equitable Advisors in Miami, FL, holding Series 65 and Series 63 credentials and totaling 28 years of industry experience. He has worked at Equitable Advisors since 1999. Outside of advisory services, he is involved in insurance sales through various carriers. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, 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 as both an SEC-registered investment adviser and broker-dealer, utilizing 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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Cairo R

Series 63, Series 65

Miami, FL

Equitable Advisors

Cairo Rivera is a financial advisor with Equitable Advisors in Miami, FL, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with Equitable Advisors since 1999, including time under the Axa Advisors, LLC name. Rivera serves as a board member of the Center for Financial Training (CFT). 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 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 C

Series 66

Miami, FL

Equitable Advisors

Michael Carter is a financial advisor at Equitable Advisors with two years of industry experience. He holds the Series 66 designation and has worked at Equitable and Equitable Advisors since 2022. Prior to his current role, he was involved in roles at Global Golf Sales and TradeStation Securities. 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 operates a hybrid advisory and brokerage model, utilizing client referrals and multiple external program sponsors 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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Andrew A

Series 63, Series 66

Miami, FL

Equitable Advisors

Andrew Acebal is a financial advisor at Equitable Advisors with 12 years of industry experience. He has held Series 63 and Series 66 designations and has worked at Equitable Advisors since 2013, previously affiliated with Axa Advisors. 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, combining advisory and brokerage/insurance 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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Stephen M

Series 63, Series 65

Miami, FL

Equitable Advisors

Stephen Makar is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has been with Equitable Advisors since 1999, including its predecessor Axa Advisors, LLC. Equitable Advisors serves individual investors, retirement plan sponsors and participants, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and a broad range of 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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Hector S

Series 66

Miami, FL

Equitable Advisors

Hector Santaella is a financial advisor at Equitable Advisors with five years of industry experience. He holds a Series 66 designation and previously worked for CONETEL SA for ten years. Outside of his advisory role, he serves as a director and shareholder of Nooty Ventures, LLC, and as a director of Sagaz Corporation LLC. 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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