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Brian G

Series 63, Series 65

New York, NY

Equitable Advisors

Brian Greenberg is a financial advisor at Equitable Advisors with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Equitable Advisors since 1999, following his tenure at AXA Advisors, LLC. Outside of his advisory role, he is involved as a trustee of a family trust and has business activities under the Pillar Group and Keller Williams Metropolitan Referral Co., LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model, offering both advisory and brokerage/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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Gabriel A

Series 66

New York, NY

Equitable Advisors

Gabriel Astrologo is a financial advisor with Equitable Advisors in New York, NY, holding a Series 66 designation and beginning his industry career in 2026. Prior to joining Equitable Advisors, he coached youth baseball with East Coast Mavericks Baseball. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, offering financial planning and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model and provides 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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Rajshree H

Series 66, Series 63

New York, NY

Equitable Advisors

Rajshree Hillstrom is a financial advisor with Equitable Advisors in New York, NY, holding Series 66 and Series 63 licenses and three years of industry experience. She has held roles at Equitable Advisors since 2022 and previously founded and led Biomed Consulting, Inc., an engineering consulting and business strategy firm. Hillstrom also serves as a visiting professor and scientist at several academic and medical institutions, including Columbia University and the Hospital for Special Surgery. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, retirement plans, corporations, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm utilizes a delivery model centered on LPL-sponsored programs and endorsed third-party managers, providing 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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Nicholas H

Series 63, Series 66

New York, NY

Equitable Advisors

Nicholas Howard is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and seven years of industry experience. He has been with Equitable Advisors since 2018 and previously worked at AXA Advisors, LLC, Venture One Capital LLC, and Harvey & Company LLC. He attended Tulane University from 2013 to 2017. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional investors. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating primarily through LPL-sponsored programs and endorsed third-party managers.

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

Series 66

New York, NY

Equitable Advisors

Frances Orellana is a Series 66-licensed financial advisor with Equitable Advisors in New York, NY, where she has worked since 2009. She has 16 years of industry experience, including a tenure at Axa Advisors, LLC. 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 uses a hybrid referral and implementation model, combining advisory and brokerage/insurance 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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Khaled B

Series 66

New York, NY

Equitable Advisors

Khaled Ben Jemia is a financial advisor with Equitable Advisors in New York, NY, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Allied Millennial Partners, LLC and self-employment spanning over a decade. He also operates a business under the name Aston Capital Group. 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 various third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage channels tailored to client goals and risk profiles.

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

Series 63, Series 66

New York, NY

Equitable Advisors

Morgan Feliz is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and 18 years of industry experience. Prior to joining Equitable Advisors in 2023, he worked at Morgan Stanley and its affiliated private banks from 2015 to 2023. 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 various third-party programs. The firm utilizes 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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Remington T

Series 66

New York, NY

Equitable Advisors

Remington Tai is a financial advisor at Equitable Advisors with two years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and UBS Group AG. His diverse background includes roles in both finance and education, with multiple engagements at New York 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 third-party programs. The firm employs a hybrid referral and implementation model that incorporates multiple asset managers and advisory structures.

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

Series 66

New York, NY

Equitable Advisors

Efrosini Matos is a financial advisor at Equitable Advisors in New York, NY, holding a Series 66 designation with nine years of industry experience. She has worked at Equitable Advisors since 2016, including through its predecessor firm AXA Advisors, LLC. 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 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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James O

Series 66

New York, NY

Equitable Advisors

James O'Brien is a financial advisor at Equitable Advisors with one year of industry experience. He holds a Series 66 designation and has previously worked at Ocean Block Capital and Babson College. Outside of his financial career, he has been involved as a caddie at Brooklawn Country Club since 2018. 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 advisory and brokerage services tailored to client goals and risk tolerance.

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

Series 66

New York, NY

Equitable Advisors

Jacob Geoghean is a financial advisor at Equitable Advisors in New York, NY, holding a Series 66 designation. He has one year of industry experience, including prior roles at Wells Fargo Bank and Canon Business Process Services. Outside of finance, he has worked with Congregation Shir Shalom and the Interfaith Center of New York. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating primarily through LPL-sponsored programs and endorsed third-party managers.

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

Series 65, Series 63

New York, NY

Equitable Advisors

Charles Mirabal Jr. is a financial advisor at Equitable Advisors in New York, NY, holding Series 63 and Series 65 credentials with one year of industry experience. Prior to joining Equitable Advisors, he held roles including valet manager at EVP II, LLC. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, and institutions, 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 a delivery model that incorporates LPL-sponsored programs and a variety of endorsed third-party management platforms.

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

Series 66, Series 63

New York, NY

Equitable Advisors

John Jammers is a financial advisor with Equitable Advisors in New York, NY, holding Series 66 and Series 63 licenses and one year of industry experience. Prior to joining Equitable Advisors, he had roles at several different organizations including Emma's Pub and Franklin Pierce University. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates under a dual-registered SEC investment adviser and broker-dealer model, utilizing LPL-sponsored programs 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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Eugene R

Series 63, Series 65

New York, NY

Equitable Advisors

Eugene Rooney Jr. is a financial advisor at Equitable Advisors with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ameriprise Financial Services, Wells Fargo Advisors, and Wells Fargo Clearing. Outside of his advisory role, he serves as a trustee for a family insurance trust and operates as an independent agent for outside fixed insurance sales. 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 primarily through third-party sponsors and program managers.

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

Series 63, Series 65

New York, NY

Equitable Advisors

Aidan Pangilinan is a financial advisor at Equitable Advisors in New York, NY, holding Series 63 and Series 65 licenses. He has been with Equitable Advisors since 2026. Prior to his current role, his background includes positions at Hartford Hospital and Momentum Solar. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, offering financial planning, brokerage services, and access to third-party asset management programs primarily through LPL-sponsored platforms 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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Michael G

Series 63, Series 66

New York, NY

Equitable Advisors

Michael Grace is a financial advisor at Equitable Advisors with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked at Equitable Advisors since 2018, including a prior role at AXA Advisors. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, providing financial planning, brokerage, insurance, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing various program sponsors and endorsed third-party managed account programs.

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

Series 63, Series 65

New York, NY

Equitable Advisors

Sonny Hoang is a financial advisor at Equitable Advisors with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with firms such as Transamerica Financial Advisors and Level Group. Outside of advising, he is involved in community support activities, including mentoring a disabled child through the Center for Family Support and providing Medicare insurance services with Senior Services of North America. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, brokerage, insurance, 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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Joseph M

Series 66

New York, NY

Equitable Advisors

Joseph Manning is a financial advisor at Equitable Advisors with one year of industry experience. He holds a Series 66 designation and has a diverse work background including roles at Engel & Volkers and Ecosave, as well as prior experience at Massachusetts Maritime Academy and Grumpys Restaurant. 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 primarily through program sponsors and third-party managers, with a significant portion of assets managed on a non-discretionary basis.

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

Series 63, Series 66

New York, NY

Equitable Advisors

Aaron Arditi is a financial advisor at Equitable Advisors with two years of industry experience. He holds Series 63 and Series 66 licenses and has prior work experience with the Thomas Shortman Training Fund and Tri-Star Equities. 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 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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Brianna R

Series 66

New York, NY

Equitable Advisors

Brianna Ross is a financial advisor at Equitable Advisors with a Series 66 designation and approximately one year of industry experience. Prior to joining Equitable Advisors, she worked at Banco Santander International and was involved with the Bass River Yacht Club. 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 through a range of program sponsors 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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