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Charles C

Series 66

New York, NY

Equitable Advisors

Charles Colby is a financial advisor with Equitable Advisors in New York, NY. He holds the Series 66 designation and has two years of industry experience. His prior roles include positions at Sound Point Capital Management and Bienville Capital, along with experience in educational institutions such as Hamilton College and St. Stephen's & St. Agnes School. Equitable Advisors serves a diverse client base that includes individual investors, 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, utilizing both proprietary and third-party investment 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
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Timothy D

Series 63, Series 65

New York, NY

Equitable Advisors

Timothy Denis is a financial advisor with Equitable Advisors in New York, NY, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. His prior roles include positions at National Life, MML Investors Services, NYLIFE Securities, and CETERA Advisor Networks. He is also involved with TM Consulting Group, Inc., a fixed insurance services firm. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers advisory programs through Investment Adviser Representatives and third-party asset managers, relying on a model-based approach and ERISA 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
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Cheryl H

ChFC®, Series 63, Series 65

New York, NY

Equitable Advisors

Cheryl Hammer is a financial advisor at Equitable Advisors with 38 years of industry experience. She holds the ChFC® designation, as well as Series 63 and Series 65 licenses. Her prior roles include positions at AXA Advisors, LLC and Mony Securities Corporation. Equitable Advisors serves individual and institutional clients, offering financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm utilizes third-party asset managers and advisory programs while providing 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
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Ryan T

Series 66

New York, NY

Equitable Advisors

Ryan Trecozzi is a financial advisor with Equitable Advisors, holding a Series 66 designation and based in New York, NY. He began his advisory career in 2026 and has previous work experience including roles at New York Life and non-financial positions prior to entering the industry. 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, often implementing advisory models through third-party sponsors and providing 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
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John A

Series 66

New York, NY

Equitable Advisors

John Allen is a financial advisor at Equitable Advisors with two years of industry experience. He holds a Series 66 designation. Prior to joining Equitable Advisors, he worked in the restaurant industry, including roles at Elegantes Restaurant and Pizzeria and Bagel and Barista. Equitable Advisors serves a diverse client base, including individuals across wealth levels, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs delivered through its network of Investment Adviser Representatives, utilizing third-party asset managers and 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
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Mykhaylo M

Series 66

New York, NY

Equitable Advisors

Mykhaylo Mosyuk is a financial advisor with Equitable Advisors based in New York, NY. He holds the Series 66 designation and has five years of industry experience. His prior work includes roles at 24 Hour Fitness and CUNY Baruch College. Equitable Advisors serves a wide range of clients, 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 network of Investment Adviser Representatives and third-party asset managers 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
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Essam A

Series 66

New York, NY

Equitable Advisors

Essam Alhumoz is a financial advisor at Equitable Advisors in New York, NY, holding a Series 66 designation with one year of industry experience. His prior roles include an internship with Equitable BUCFO and a position at Turo. 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, utilizing a combination of proprietary and third-party investment solutions delivered 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
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David D

Series 66

New York, NY

Equitable Advisors

David Depalma is a financial advisor with Equitable Advisors, holding a Series 66 designation and 18 years of industry experience. He has been with Equitable Advisors since 2008, following his time at AXA Advisors. Outside of his advisory role, he is an executor of his mother’s estate and operates as a property and casualty insurance broker through a related business activity. 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 utilizes a range of third-party advisory platforms 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
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David L

Series 63, Series 65

New York, NY

Equitable Advisors

David Libman is a financial advisor with Equitable Advisors in New York, NY, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked exclusively within the Equitable Advisors and its predecessor AXA Advisors 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 various asset management programs through a network of Investment Adviser Representatives. The firm uses a range of proprietary and third-party investment models and offers ERISA 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
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Sheena Z

Series 66

New York, NY

Equitable Advisors

Sheena Zhang is a financial advisor at Equitable Advisors with two years of industry experience and holds a Series 66 designation. Her prior work includes roles at Warner Brothers Discovery and Broadway Crew, among others. 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 various asset management programs primarily 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
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Daniel M

Series 66

New York, NY

Equitable Advisors

Daniel Murphy is a financial advisor with Equitable Advisors in New York, NY. He holds a Series 66 designation and has one year of industry experience. Prior to joining Equitable Advisors, his work experience includes roles outside the financial industry such as appliance repair and food service. Equitable Advisors serves individual clients ranging from non-high-net-worth to high-net-worth, as well as pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and various 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
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Drin K

Series 66

New York, NY

Equitable Advisors

Drin Kukaj is a financial advisor with Equitable Advisors in New York, NY, holding a Series 66 designation and 13 years of industry experience. He has been with Equitable Advisors since 2013, including its predecessor firm AXA Advisors, LLC. Kukaj serves on the boards of Action for Mothers and Children and Student Sponsor Partners. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm employs various advisory models implemented through third-party managers and offers ERISA 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
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Mateo E

Series 66

New York, NY

Equitable Advisors

Mateo Enferri is a financial advisor with Equitable Advisors in New York, NY. He holds a Series 66 designation and has one year of industry experience. Prior to joining Equitable Advisors, he held positions at CUNY, Williamsburg Soccer Club, and a New Events Marketing Firm, among others. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and 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
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Connor E

Series 66

New York, NY

Equitable Advisors

Connor Esposito is a Series 66 licensed financial advisor with Equitable Advisors in New York, NY, and has five years of industry experience. Prior to joining Equitable Advisors, he worked at ING Financial Services LLC and has held roles at the Whitman School of Management and the Wine Academy. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives, utilizing a range of third-party advisory programs and 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
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Franco M

Series 66

New York, NY

Equitable Advisors

Franco Mazza is a financial advisor with Equitable Advisors in New York, NY, holding a Series 66 designation and currently in his first year in the industry. Prior to joining Equitable Advisors, he worked in various roles including positions at S&R Quality Construction, Aero Environmental Services Inc, and Johnstone Supply. He is also involved with Positivo Water LLC. 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 employs a risk-based client approach and utilizes a variety of third-party asset managers and 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
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Jake J

Series 66

New York, NY

Equitable Advisors

Jake Jones is a Series 66-licensed financial advisor with Equitable Advisors in New York, NY, and has two years of industry experience. Prior to joining Equitable Advisors, he held roles at Copra Risk Analysis and Alpha Edison, and has experience in real estate with Russlyon Sotheby’s. He attended the University of Arizona from 2020 to 2024. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs. The firm utilizes a range of advisory models and third-party asset managers to deliver personalized 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
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Jordana S

Series 66

New York, NY

Equitable Advisors

Jordana Sampson is a financial advisor with Equitable Advisors in New York, NY, holding a Series 66 designation. She has one year of industry experience and previously worked in various roles including at the NYC Office of the Mayor and as part of the Columbia University Women's Basketball team. 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
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Carson S

Series 66

New York, NY

Equitable Advisors

Carson Spiegelberg is a financial advisor at Equitable Advisors with a Series 66 designation and three years of industry experience. Prior to joining Equitable Advisors, he held roles at Grubhub, Modern Woodmen of America, and had entrepreneurial experience with Tone Shark Custom Painting and Hohiesel Painting. He is based in New York, NY. Equitable Advisors serves individuals, 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 utilizes a network of Investment Adviser Representatives and offers both firm-sponsored and third-party advisory 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
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Evan M

Series 66

New York, NY

Equitable Advisors

Evan Machowsky is a financial advisor with Equitable Advisors in New York, NY, holding a Series 66 designation and 19 years of industry experience. He has been with Equitable Advisors since 2006, including the period when it operated as Axa Advisors, LLC. Outside of his advisory work, he is a member of Messy Brine Pickling Company, a business he started in 2014. Equitable Advisors serves a broad client base that includes individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs. The firm delivers its services through a network of Investment Adviser Representatives, utilizing both proprietary and third-party managed programs 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
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Rebecca P

Series 66

New York, NY

Equitable Advisors

Rebecca Pesce is a financial advisor with Equitable Advisors in New York, NY, holding a Series 66 designation and beginning her advisory career in 2026. Prior to joining Equitable Advisors, she has held positions at the Westchester Hills Golf Club and Larchmont Yacht Club. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and various asset management programs primarily 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
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