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

Domenico D

Series 66

Morristown, NJ

Equitable Advisors

Domenico Dimaio is a financial advisor with Equitable Advisors in Morristown, NJ, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Wells Fargo Clearing, J.P. Morgan Securities, PNC Wealth Management, Avantax Advisory Services, and Morgan Stanley. Equitable Advisors serves a broad range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs, utilizing both proprietary and third-party advisory platforms.

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

Tyler F

Series 66

Morristown, NJ

Equitable Advisors

Tyler Fernandez is a financial advisor at Equitable Advisors with one year of industry experience. He holds the Series 66 designation and has a diverse background including roles at Target, Lowes, and seven years of service in the Pennsylvania National Guard. Equitable Advisors serves individual clients ranging from non‑high-net-worth to high-net-worth, as well as pension plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, 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

Christopher B

Series 63, Series 66

Morristown, NJ

Equitable Advisors

Christopher Baker is a financial advisor with Equitable Advisors in Morristown, NJ, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His prior roles include positions at Macquarie Capital Inc. and AXA Advisors, LLC. Outside of his advisory work, he is involved with PGP Benefits, a general agency specializing in health insurance. Equitable Advisors serves a broad client base, including individuals across wealth levels, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm utilizes a variety of third-party asset managers and advisory programs, focusing on risk assessment and customized investment model matching.

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 A

Series 66

Morristown, NJ

Equitable Advisors

Michael Allison is a financial advisor with Equitable Advisors in Morristown, NJ, holding a Series 66 designation and 11 years of industry experience. He previously worked at AXA Advisors, LLC, Hartshorne Group, and BCG Securities, Inc. Outside of his advisory role, he is employed part-time as a meat slicer at Stop and Shop. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives and third-party partnerships.

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

Christopher C

Series 63, Series 65, Series 66

Morristown, NJ

Equitable Advisors

Christopher Colvin is a financial advisor at Equitable Advisors with 18 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior roles include positions at HSBC Securities and Axa Advisors, as well as self-employment as a trader. Colvin serves as volunteer treasurer for a local Girl Scouts troop, performing bookkeeping duties. 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 advisory models and third-party asset managers to deliver investment solutions, serving both non-high-net-worth and high-net-worth clients.

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

Kristopher T

Series 63, Series 66

Morristown, NJ

Equitable Advisors

Kristopher Taubald is a financial advisor with Equitable Advisors in Morristown, NJ, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Equitable Advisors since 2013 and previously worked at Axa Advisors. Outside of his advisory work, he serves as a vice president for Track Group Stats, assisting with membership processes in a volunteer capacity. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and a range of asset-management programs. The firm utilizes both proprietary and third-party advisory models, including services delivered by credentialed 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

Adrian U

Series 66

Morristown, NJ

Equitable Advisors

Adrian Ukaj is a financial advisor with Equitable Advisors in Morristown, NJ, holding a Series 66 designation and two years of industry experience. Prior to joining Equitable Advisors, he worked at ThorLabs and held various other positions. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and asset-management programs. The firm’s approach includes matching clients to program models or discretionary managers, using 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

Vincent C

Series 66

Morristown, NJ

Equitable Advisors

Vincent Cooper is a financial advisor at Equitable Advisors with 17 years of industry experience. He holds a Series 66 designation and has worked at firms including Merrill and Wells Fargo Clearing. In addition to his advisory career, he serves as a police officer in Tenafly, NJ. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individual, institutional, and charitable clients. The firm offers a range of advisory programs and works with third-party asset managers to implement diversified investment strategies.

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

Evan G

Series 63, Series 65

Morristown, NJ

Equitable Advisors

Evan Gates is a financial advisor with Equitable Advisors in Morristown, NJ, holding Series 63 and Series 65 credentials and 12 years of industry experience. His prior roles include positions at John Wiley & Sons Inc, OneAmerica Securities, American United Life, and Honeywell International Inc. He is involved in a life settlement business through Ashar Group, working jointly with a partner on these transactions. Equitable Advisors serves individuals, corporate and institutional clients by providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm employs a range of advisory programs and third-party asset managers, focusing on personalized client assessments and offering various investment vehicles including mutual funds, ETFs, and alternative investments.

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

Steven T

Series 66

Morristown, NJ

Equitable Advisors

Steven Tirpak is a Series 66-licensed financial advisor with Equitable Advisors in Morristown, NJ, where he has worked since 2002. He has 24 years of industry experience and previously worked with Axa Advisors, LLC. Outside of his advisory role, he is involved in an outside insurance business with The Hartford. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients, offering financial planning, retirement plan consulting, and various asset-management programs 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

Michael T

Series 63, Series 66

Morristown, NJ

Equitable Advisors

Michael Tomko is a financial advisor at Equitable Advisors with 10 years of industry experience. He holds Series 63 and Series 66 designations. Before joining Equitable Advisors in 2021, he worked at National Securities Corp from 2014 to 2020. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and various asset-management programs. The firm uses a range of advisory models and third-party asset managers to deliver tailored 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

Keith S

Series 65, Series 66

Morristown, NJ

Equitable Advisors

Keith Schoch is a financial advisor with Equitable Advisors in Morristown, NJ. He holds Series 65 and Series 66 licenses and has 20 years of industry experience, including 15 years with Axa Advisors, LLC. Schoch has been with Equitable Advisors since 2005. Equitable Advisors serves a broad 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 delivered 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

Matthew C

Series 66

Morristown, NJ

Equitable Advisors

Matthew Carver is a financial advisor with Equitable Advisors, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Dynics, Inc and Paritas Capital Management, as well as time as a student at Ohio State University. Equitable Advisors serves individual and institutional clients with financial planning, retirement plan consulting, and asset management programs. The firm offers a range of advisory services through Investment Adviser Representatives, 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

Ting Y

Series 65, Series 63

Morristown, NJ

Equitable Advisors

Ting Yeung is a financial advisor at Equitable Advisors with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has been with Equitable Advisors since 2016, including a prior affiliation with AXA Advisors LLC. 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 various asset-management programs through a network of Investment Adviser Representatives, 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

Todd S

Series 63, Series 65

Morristown, NJ

Equitable Advisors

Todd Smith is a financial advisor at Equitable Advisors with 35 years of industry experience. He has been with Equitable Advisors since 2001 and previously worked at Axa Advisors, LLC. His credentials include Series 63 and Series 65 licenses. Outside of his advisory role, he is involved in an additional insurance business. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm employs a model-based approach utilizing third-party asset managers and advisory programs, providing services across mutual funds, ETFs, separately managed accounts, and select alternative investments.

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

Chelsea C

Series 66

Morristown, NJ

Equitable Advisors

Chelsea Chiswick is a financial advisor with Equitable Advisors, holding a Series 66 designation and 10 years of industry experience. She has worked at Equitable Advisors since 2016, previously affiliated with AXA Advisors, LLC. Outside of her advisory role, she has experience working at the Flemington-Raritan Diner. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management. The firm delivers services through a network of Investment Adviser Representatives using a variety of third-party asset management programs and fiduciary services.

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

Jeffrey V

Series 63, Series 65

Morristown, NJ

Equitable Advisors

Jeffrey Valle is a financial advisor at Equitable Advisors in Morristown, NJ, holding Series 63 and Series 65 licenses with 33 years of industry experience. He has worked at Equitable Advisors and its predecessor AXA Advisors since 1999. He is the sole owner and managing partner of The Falcon Financial Group LLC, an outside insurance business. Equitable Advisors serves individual and institutional clients with financial planning, retirement plan consulting, and asset management programs, utilizing a network of Investment Adviser Representatives and a variety of third-party advisory models.

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

Morristown, NJ

Equitable Advisors

Michael Cardali is a financial advisor with Equitable Advisors in Morristown, NJ, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Axa Advisors, LLC and self-employment focused on consulting. Outside of advising, he acts as a principal and consultant for general business management, information technology, and the automotive retail service industry. 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 and third-party 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

Patrick B

Series 66

Morristown, NJ

Equitable Advisors

Patrick Brutzman is a financial advisor at Equitable Advisors with one year of industry experience. He holds the Series 66 designation and previously worked at Northfield Country Club and Popolari. Equitable Advisors serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm utilizes a range of third-party advisory models and discretionary management services, covering mutual funds, ETFs, separately managed accounts, and select alternative investments.

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

Glen M

Series 63, Series 66

Morristown, NJ

Equitable Advisors

Glen Mulligan is a financial advisor at Equitable Advisors with 25 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Equitable Advisors since 2018. Outside of his advisory role, Mulligan teaches music in Chatham, NJ. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers investment advice through a network of representatives and third-party asset managers, focusing on matching clients to suitable program models and discretionary 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

Kayleigh G

Series 66

Morristown, NJ

Equitable Advisors

Kayleigh Gensheimer is a financial advisor with Equitable Advisors in Morristown, NJ, holding a Series 66 credential and eight years of industry experience. She has worked with Equitable Advisors since 2018 and has been involved with Jeffrey Valle at Falcon Financial as an assistant since 2015. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives and various third-party advisory programs.

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

Jody D

Series 66

Morristown, NJ

Equitable Advisors

Jody D'Agostini is a financial advisor with Equitable Advisors in Morristown, NJ, holding a Series 66 credential and 22 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 2005. Outside of his advisory role, he serves as President and Chairman of the Board for Community in Crisis, a nonprofit organization, and contributes articles to NJmoneyhelp.com. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, institutions, and charitable organizations. The firm utilizes a variety of advisory models and third-party program sponsors to deliver customized 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

Olivia J

CFP®, Series 63, Series 66

Morristown, NJ

Equitable Advisors

Olivia Jung is a CFP® with eight years of industry experience, currently advising at Equitable Advisors. Her prior experience includes roles at Fidelity Personal and Workplace Advisors, WisdomTree Asset Management, and Foreside Fund Services. Outside of her advisory work, she serves as a board member and Finance & Sponsorship Chair for ACE NextGen, an Asian/Pacific Islander American Chamber of Commerce and Entrepreneurship non-profit, and coaches figure skating in West Orange, NJ. Equitable Advisors provides financial planning, retirement consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm’s approach involves assessing client risk tolerance and matching them to 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

Arthur W

Series 66

Morristown, NJ

Equitable Advisors

Arthur Warden IV is a financial advisor at Equitable Advisors with eight years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, Morgan Stanley, and E*TRADE Securities. Outside of his advisory role, he volunteers as a youth lacrosse coach. Equitable Advisors serves individual clients across wealth levels, 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 a variety of third-party and firm-sponsored programs.

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

Sabino R

Series 66

Morristown, NJ

Equitable Advisors

Sabino Ruta is a financial advisor at Equitable Advisors with one year of industry experience. He holds a Series 66 designation and has previously worked at Mass Mutual Investors Services and MassMutual Life Insurance Company. Outside of finance, his background includes roles in retail and food service industries, such as positions at David's Cookies and Godfather Pizzeria of East Hanover. 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 a network of Investment Adviser Representatives and third-party asset managers to deliver investment solutions tailored to clients’ risk tolerance and financial goals.

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

Kenneth W

CFP®, Series 66

Morristown, NJ

Equitable Advisors

Kenneth Webb is a CFP® and holds a Series 66 license with 27 years of industry experience. He has been with Equitable Advisors since 2018 and previously worked at AXA Advisors, LLC for nearly two decades. Webb is based in Morristown, NJ. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives, utilizing both proprietary and third-party advisory programs.

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

Carl H

Series 66

Morristown, NJ

Equitable Advisors

Carl Halter is a financial advisor at Equitable Advisors with one year of industry experience. He holds the Series 66 designation and previously worked at Charter Communications, DoorDash, and the University of South Carolina. Before entering financial advising, he was affiliated with the U.S. Soccer Federation. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, charitable organizations, and institutional clients. The firm utilizes a variety of advisory models, including third-party programs and discretionary management, and offers access to mutual funds, ETFs, separately managed accounts, and select alternative investments.

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

Douglas T

Series 63, Series 65

Morristown, NJ

Equitable Advisors

Douglas Todd is a financial advisor at Equitable Advisors with 37 years of industry experience. He has been with Equitable Advisors since 1999, including prior tenure with Axa Advisors. He is the owner and president of Net Worth Management, Inc. and also owns a charter boat company in New Smyrna Beach, Florida. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives. The firm utilizes third-party advisory models and provides ERISA fiduciary services, relying on both proprietary and third-party 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

David P

Series 66

Morristown, NJ

Equitable Advisors

David Pires is a financial advisor with Equitable Advisors in Morristown, NJ, holding a Series 66 designation and 18 years of industry experience. He worked at Merrill from 2007 to 2021 before joining Equitable Advisors. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations through a network of Investment Adviser Representatives, offering a range of firm-offered and third-party advisory programs.

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

Laura H

Series 66

Morristown, NJ

Equitable Advisors

Laura Hingle is a Series 66-registered financial advisor with Equitable Advisors in Morristown, NJ, with 21 years of industry experience. She has been with Equitable Advisors since 2013 and previously worked at Axa Advisors. In addition to her advisory role, she owns Black Diamond Solutions, an employee benefits advisory firm, and serves as an administrator and executor of a family trust. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a variety of advisory programs through a network of Investment Adviser Representatives, 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

David T

Series 63, Series 65

Morristown, NJ

Equitable Advisors

David Turk is a financial advisor with Equitable Advisors in Morristown, NJ, holding Series 63 and Series 65 licenses and possessing 30 years of industry experience. He has been with Equitable Advisors since 1999 and was previously affiliated with Axa Advisors, LLC through 2020. Outside of his advisory role, he is the owner of Turk Financial LLC. 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 various asset management programs. The firm utilizes a range of third-party asset managers and advisory programs 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

Michael C

Series 66

Morristown, NJ

Equitable Advisors

Michael Coppola is a financial advisor at Equitable Advisors with 11 years of industry experience. He holds the Series 66 designation and has been with Equitable Advisors since 2015, including time at its predecessor, Axa Advisors. 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 various asset-management programs. The firm utilizes a combination of in-house and third-party advisory models, covering mutual funds, ETFs, separately managed accounts, and select alternative investments.

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

Robert B

Series 63, Series 66

Morristown, NJ

Equitable Advisors

Robert Brueggeman Jr. is a financial advisor at Equitable Advisors with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Wells Fargo Clearing, J.P. Morgan Securities, and Chase Investment Services Corp. He previously served at Equitable Advisors from 2005 to 2010 before rejoining in 2026. Equitable Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs delivered 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

Lauren C

Series 66

Morristown, NJ

Equitable Advisors

Lauren Chanley is a financial advisor with Equitable Advisors who holds a Series 66 credential and has two years of industry experience. Prior to joining Equitable Advisors, she worked at Goldman Sachs & Co. LLC for a total of 18 years, with a break in between. Outside of her advisory work, she serves as a trustee for a family trust. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing third-party asset managers and a variety of investment vehicles.

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

Gregory V

Series 66

Morristown, NJ

Equitable Advisors

Gregory Vassallo is a financial advisor with Equitable Advisors in Morristown, NJ, holding a Series 66 designation and 38 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Outside of his advisory role, he is involved with an insurance brokerage business, R.I.C.H. Planning Group, LLC. Equitable Advisors serves a broad client base, including individual and institutional clients, providing financial planning, retirement consulting, and asset-management programs 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

Michael R

Series 66

Morristown, NJ

Equitable Advisors

Michael Riley is a financial advisor with Equitable Advisors in Morristown, NJ, holding a Series 66 designation and 20 years of industry experience. His prior firms include MSI Financial Services, Merrill, A. G. Edwards & Sons, and Ameriprise. Outside of his advisory work, he manages a personal insurance business and serves as a trustee for an immediate family trust. Equitable Advisors serves individuals across the wealth spectrum, as well as institutional clients, providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm utilizes both proprietary and third-party investment programs, including separately managed accounts and ERISA fiduciary services.

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

William F

Series 63, Series 65

Morristown, NJ

Equitable Advisors

William Ford is a financial advisor with Equitable Advisors in Morristown, NJ, holding Series 63 and Series 65 licenses and having 29 years of industry experience. He has worked with Equitable Advisors since 1999, including its predecessor Axa Advisors. Outside of his advisory work, he serves as treasurer for a high school basketball club and a high school reunion committee, and he is a member of the Elks Organization. Equitable Advisors provides financial planning, retirement consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm uses a range of advisory programs and third-party asset managers and offers 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

Nicholas P

Series 66

Morristown, NJ

Equitable Advisors

Nicholas Picone is a financial advisor with Equitable Advisors, holding a Series 66 designation and eight years of industry experience. He has worked at Equitable Advisors since 2018 and previously at Axa Advisors, LLC. Outside of his advisory role, he works part-time as a sales associate selling a tax program. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs. The firm delivers advice through Investment Adviser Representatives and utilizes both proprietary and third-party asset management 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

Michael N

Series 66

Morristown, NJ

Equitable Advisors

Michael Nelson is a financial advisor with Equitable Advisors in Morristown, NJ, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Equitable Advisors, he worked in various roles including positions at Door Dash and in landscaping and food service. Equitable Advisors serves a broad 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, utilizing both firm-offered programs 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

Erol K

Series 63, Series 65

Morristown, NJ

Equitable Advisors

Erol Kececi is a financial advisor with Equitable Advisors in Morristown, NJ, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Equitable Advisors and its predecessor firm, Axa Advisors, LLC, since 2001. Outside of his advisory role, he is a member of an LLC involved in real estate opportunities. Equitable Advisors serves a range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs. The firm utilizes a variety of investment models and third-party managers, offering access to mutual funds, ETFs, separately managed accounts, and select alternative investments.

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

Alison H

Series 66

Morristown, NJ

Equitable Advisors

Alison Hingle is a Series 66-credentialed financial advisor with four years of industry experience, currently serving at Equitable Advisors in Morristown, NJ. Her prior roles include positions at The Falcon Financial Group and various technology firms. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individual clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm’s approach involves assessing client risk tolerance and matching them to suitable investment program models or discretionary managers, utilizing both proprietary and third-party 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

Theodore K

Series 63, Series 65

Morristown, NJ

Equitable Advisors

Theodore Kowalchyn is a financial advisor at Equitable Advisors with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Vanderbilt Financial Group, Triad Advisors, and Voya Financial Partners. In addition to his advisory role, he operates as an independent agent for fixed insurance products through Net Worth Management Group. Equitable Advisors serves a wide range of clients, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset-management programs. The firm utilizes a variety of advisory models and third-party asset managers, offering investment solutions that include mutual funds, ETFs, separately managed accounts, and select alternative investments.

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

Matthew S

Series 63, Series 66

Morristown, NJ

Equitable Advisors

Matthew Stanek is a financial advisor with Equitable Advisors in Morristown, NJ, holding Series 63 and Series 66 licenses and 17 years of industry experience. His prior roles include positions at Lakeland Financial Services Agency, Raymond James Financial Services Advisors, and Lakeland Bank. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and various asset management programs through a network of Investment Adviser Representatives. The firm utilizes a blend of proprietary and third-party investment solutions and provides 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

Timothy B

CFA®, Series 63, Series 66

Morristown, NJ

Equitable Advisors

Timothy Bialobok is a CFA® charterholder with 10 years of industry experience. He is currently an advisor at Equitable Advisors, having previously worked at Wells Fargo Clearing, TD Bank N.A., TD Private Client Wealth LLC, and PNC Wealth Management. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers financial planning, retirement plan consulting, and asset management programs delivered through various advisory models, including third-party managers and proprietary programs.

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

Jonathan T

Series 66

Morristown, NJ

Equitable Advisors

Jonathan Terebetski is a financial advisor with Equitable Advisors in Morristown, NJ, holding a Series 66 designation and eight years of industry experience. His prior work includes positions at Vanderbilt Securities, Vanderbilt Financial Group, Triad Advisors, and Gitterman Wealth Management. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes both proprietary programs and third-party asset managers, providing various investment vehicles and ERISA fiduciary services without sponsoring its own wrap fee program.

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

David S

Series 63, Series 65

Morristown, NJ

Equitable Advisors

David Schluer is a financial advisor with Equitable Advisors in Morristown, NJ, holding Series 63 and Series 65 licenses and possessing 38 years of industry experience. He has been with Equitable Advisors since 2000 and previously worked with Axa Advisors, LLC. Outside of his advisory role, he serves as Vice President of Net Worth Management Inc., providing consultation on health, long-term care, and disability insurance. Equitable Advisors offers financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm delivers advice through a network of Investment Adviser Representatives using a variety of programs and third-party asset managers, focusing on personalized client assessment and fiduciary services for 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
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”)