Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
John G
Series 66
New York, NY
Equitable Advisors
John Gaven is a Series 66-licensed financial advisor with Equitable Advisors, based in New York, NY, and has one year of industry experience. Prior to joining Equitable Advisors, he was employed at Jorge Perez/Equitable and has experience working at Metuchen Golf & Country Club. 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. The firm’s approach involves assessing client risk tolerance to match them with suitable program models or discretionary managers, utilizing a combination of proprietary and third-party investment solutions.
Terrence L
Series 66
New York, NY
Equitable Advisors
Terrence Leong is a financial advisor at Equitable Advisors with eight years of industry experience. He holds the Series 66 designation and has worked previously at AXA Advisors, LLC and Pulmonary & Critical Care Consultants PC. 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, relying on a network of Investment Adviser Representatives and third-party asset managers to deliver tailored investment solutions.
Andrew L
Series 63, Series 66
New York, NY
Equitable Advisors
Andrew Lafontaine is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Equitable Advisors in 2023, he worked at West Mountain Ski Resort and Martha's Dandee Creme. Equitable Advisors serves a broad client base that includes individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs, relying on a network of Investment Adviser Representatives and third-party managers to deliver tailored solutions.
John D
Series 63, Series 66
New York, NY
Equitable Advisors
John Donnarumma is a financial advisor with Equitable Advisors in New York, NY, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Equitable Advisors, he worked at Palumbo Wealth Management and has been involved with Rockville Centre Links for several years. Outside of advisory work, he serves as a caddie at Rockville Centre Links on weekends. 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. The firm delivers services through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment models and focuses on matching clients to appropriate program solutions based on their risk tolerance and financial goals.
Sergey D
Series 66
New York, NY
Equitable Advisors
Sergey Danelyan is a financial advisor with Equitable Advisors in New York, NY, holding a Series 66 designation and 21 years of industry experience. He has been with Equitable Advisors since 2005 and previously worked at Axa Advisors, LLC. He is involved in other insurance activities through his DBA, Pillar Group. 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 through a network of Investment Adviser Representatives and third-party managers.
Kenson T
Series 63, Series 65
New York, NY
Equitable Advisors
Kenson Thomas is a financial advisor with Equitable Advisors in New York, NY, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has worked with Equitable Advisors since 2010, previously affiliated with Axa Advisors for 10 years. Outside of his advisory role, he is a member of a limited liability company involved in property and casualty insurance sales and participates in a spouse-related consulting business. 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 asset-management programs. The firm utilizes a network of Investment Adviser Representatives and third-party asset managers, focusing on personalized risk assessment and tailored investment models without sponsoring its own wrap fee program.
Jackson H
Series 66
New York, NY
Equitable Advisors
Jackson Hillner is a Series 66 licensed financial advisor at Equitable Advisors with five years of industry experience. He has worked at Prudential Financial and has experience with institutions such as the Jorgensen Center for the Performing Arts and the University of Connecticut. Equitable Advisors provides 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 uses a variety of advisory models, including third-party asset managers and proprietary programs, to tailor investment solutions based on client risk tolerance and objectives.
Brendan B
Series 63, Series 66
New York, NY
Equitable Advisors
Brendan Bakst is a financial advisor with Equitable Advisors in New York, NY, holding Series 63 and Series 66 designations and bringing nine years of industry experience. His career includes roles at Brookstone Capital Management, Bank of America, and Merrill. He is also an independent agent involved in the sales and service of fixed insurance products. 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, utilizing a network of Investment Adviser Representatives and a range of third-party advisory models.
Kyle C
Series 66
New York, NY
Equitable Advisors
Kyle Carney is a financial advisor at Equitable Advisors in New York, NY, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Equitable Advisors, he worked in roles at several organizations, including Barstool Sports and Pellegrini's Prime Meats, Fish & Catering. 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 asset-management programs through a network of Investment Adviser Representatives. The firm uses a variety of third-party advisory models and provides services covering mutual funds, ETFs, separately managed accounts, and select alternative investments.
Mindy D
Series 63, Series 65
New York, NY
Equitable Advisors
Mindy Dunnigan is a financial advisor with Equitable Advisors in New York, NY, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has worked at Equitable Advisors since 2013 and previously at AxA Advisors and Saddle River Capital Management. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm utilizes a variety of advisory models and third-party asset managers, focusing on tailored client solutions without sponsoring its own wrap fee program.
Maia T
Series 66
New York, NY
Equitable Advisors
Maia Tindall 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 operated Eleva Coffee Lounge for one year and has experience in academic and service roles including work with Princeton University and the William & Mary Department of Economics. Equitable Advisors serves a broad client base including individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset-management programs, utilizing a range of third-party advisory models and investment options across mutual funds, ETFs, separately managed accounts, and alternative investments.
Finn A
Series 66
New York, NY
Equitable Advisors
Finn Allen is a financial advisor at Equitable Advisors with one year of industry experience. He holds a Series 66 designation and has prior work experience at Market 32 and WorcesterMulti, among other roles. Equitable Advisors serves individual and institutional clients, providing financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives and third-party managers. The firm employs client-focused risk assessments to tailor investment solutions and offers services that include mutual funds, ETFs, separately managed accounts, and ERISA fiduciary services.
Brandon F
Series 63, Series 66
New York, NY
Equitable Advisors
Brandon Forrester is a financial advisor at Equitable Advisors in New York, NY, holding Series 63 and Series 66 licenses with six years of industry experience. His work history includes roles at AXA Advisors and Burkenroad Reports prior to joining Equitable Advisors. Equitable Advisors serves a broad 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. The firm emphasizes personalized risk assessment and utilizes a range of third-party and proprietary investment programs.
Jason P
Series 63, Series 66
New York, NY
Equitable Advisors
Jason Pyun is a financial advisor with Equitable Advisors in New York, NY, holding Series 63 and Series 66 licenses and six years of industry experience. His prior roles include positions at AXA Advisors, Basepoint Capital LLC, and multiple engagements with Tulane University. 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 through a network of Investment Adviser Representatives and third-party managers.
Benjamin F
Series 66
New York, NY
Equitable Advisors
Benjamin Feiner is a financial advisor with Equitable Advisors, holding a Series 66 designation and 20 years of industry experience. His prior work includes positions at Axa Advisors LLC, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MSI Financial Services Inc. Feiner is also involved in the independent sale and service of fixed insurance products through an affiliated entity. Equitable Advisors serves a diverse client base including individual, institutional, and nonprofit clients, providing financial planning, retirement plan consulting, and asset-management programs. The firm’s approach involves assessing client risk tolerance and utilizing both proprietary and third-party investment models and programs, with services delivered through a large network of Investment Adviser Representatives.
Jake F
Series 66
New York, NY
Equitable Advisors
Jake Freeman is a Series 66 licensed financial advisor with Equitable Advisors, based in New York, NY. He has two years of industry experience, including prior roles at NewtekOne and Levent. Freeman’s background also includes four years at the University of Michigan. Equitable Advisors provides 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 utilizes a network of Investment Adviser Representatives and third-party asset managers to deliver a range of investment programs tailored to client risk tolerance and goals.
Christian R
Series 66
New York, NY
Equitable Advisors
Christian Reynoso Jimenez is a financial advisor at Equitable Advisors with a Series 66 designation and less than one year of industry experience. Prior to joining Equitable Advisors in 2026, he held positions at SP Plus and worked in education at CUNY City College and All Hallows High School. 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, utilizing third-party asset managers and sponsored advisory programs for implementation.
Austin J
Series 66
New York, NY
Equitable Advisors
Austin Jett is a financial advisor with Equitable Advisors in New York, NY, holding a Series 66 designation and having 14 years of industry experience. He has been with Equitable Advisors since 2013 and previously worked at AXA Advisors, LLC. Outside of financial advisory, he is involved with Jett Bee Removal, a business operating under the name The Bailey Group. 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 programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment models and platforms.
Filipp Z
Series 66
New York, NY
Equitable Advisors
Filipp Zaytsev is a financial advisor with Equitable Advisors in New York, NY, holding a Series 66 designation and nine years of industry experience. He has worked at Equitable Advisors since 2017, including its predecessor AXA Advisors, LLC. Outside of his advisory role, he serves as President and CEO of Aeternum Capital. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to a diverse client base, utilizing a range of advisory programs and third-party managers to tailor investment solutions.
Jake C
Series 66
New York, NY
Equitable Advisors
Jake Corda is a financial advisor at Equitable Advisors in New York, NY, with six years of industry experience. He holds a Series 66 designation and has worked at Equitable Advisors since 2019, following a brief tenure at AXA Advisors LLC and roles outside the financial industry including at Famous Ben's Pizza and Impressive Parking. 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 asset-management programs. The firm utilizes a network of Investment Adviser Representatives and offers both proprietary and third-party advisory solutions, including the SAM program and various third-party TAMPs.
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.
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”)
Finding advisors...
Find a financial advisor
Based on your filters