Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Teofilo G

Series 66

Miami, FL

Equitable Advisors

Teofilo Gonzalez is a financial advisor with Equitable Advisors in Miami, FL, holding a Series 66 license and 25 years of industry experience. He has worked at Equitable Advisors since 2001 and previously with Axa Advisors, LLC for 19 years. Outside of his advisory role, Gonzalez serves as a director at Exintel, Inc., a company involved in export wholesale and health insurance commissions. Equitable Advisors serves a broad client base including individuals, retirement plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs. The firm utilizes a combination of proprietary and third-party advisory models and offers diverse investment options while delivering ERISA fiduciary services to qualified plans.

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

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 licenses and bringing 35 years of industry experience. She has worked at Equitable Advisors since 1999 and was previously affiliated with AXA Advisors, LLC. In addition to her advisory role, she is involved in insurance sales through various fixed companies. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs delivered through a network of Investment Adviser Representatives and third-party managers.

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

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 (formerly Axa Advisors) since 2001. Outside of advisory work, he is involved in insurance sales through various carriers. Equitable Advisors serves individual and institutional clients, including retirement plans and charitable organizations, providing financial planning, retirement consulting, and asset management programs. The firm utilizes a range of advisory models and third-party managers, offering services through a network of Investment Adviser Representatives.

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

Javier F

Series 63, Series 65

Miami, FL

Equitable Advisors

Javier Fagundo Diaz is a financial advisor with Equitable Advisors in Miami, FL, holding Series 63 and Series 65 licenses. He has one year of industry experience and previously worked with LPL Enterprise, The Prudential Insurance Company of America, and Florida Financial Advisors. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.

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

Jorge G

Series 63, Series 65

Miami, FL

Equitable Advisors

Jorge Gutierrez is a financial advisor at Equitable Advisors with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has been with 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, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and a variety of asset-management programs through a network of Investment Adviser Representatives.

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

Cairo R

Series 63, Series 65

Miami, FL

Equitable Advisors

Cairo Rivera is a financial advisor at Equitable Advisors with Series 63 and Series 65 credentials and 29 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. Rivera serves as a board member of the Center for Financial Training in Miami. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of proprietary and third-party advisory programs and emphasizes tailoring solutions based on client risk tolerance and needs.

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

Michael C

Series 66

Miami, FL

Equitable Advisors

Michael Carter is a financial advisor at Equitable Advisors in Miami, FL, holding a Series 66 designation with two years of industry experience. His work history includes roles at TradeStation Securities and Global Golf Sales, as well as experience at Florida International University and Florida State University. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party asset managers.

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

Alejandro M

Series 66

Miami, FL

Equitable Advisors

Alejandro Melo is a financial advisor at Equitable Advisors in Miami, FL, holding a Series 66 designation. He has been in the industry since 2023, with prior experience at Financial Designs Wealth Management, Total View Advisors, and Landmark Properties, Inc. He also has academic experience from the University of Miami and the University of Florida. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by offering financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm’s approach involves assessing client risk tolerance and matching them with program models or discretionary managers, utilizing both proprietary and third-party investment solutions.

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

Andrew A

Series 63, Series 66

Miami, FL

Equitable Advisors

Andrew Acebal is a financial advisor with Equitable Advisors in Miami, FL, holding Series 63 and Series 66 licenses and having 12 years of industry experience. He has been with Equitable Advisors since 2013, including time at its predecessor, Axa Advisors. Outside of advisory work, he is involved in insurance sales through various carriers. Equitable Advisors serves a range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs. The firm utilizes third-party program sponsors and TAMPs for advisory model implementation and provides ERISA fiduciary services through credentialed representatives.

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

Stephen M

Series 63, Series 65

Miami, FL

Equitable Advisors

Stephen Makar is a financial advisor with Equitable Advisors in Miami, FL, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives and third-party program sponsors.

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

Not sure where to start?

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

Find your advisor

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

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

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

© 2026 Warmer Holdings Inc. (“Warmer”)