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Ilya I

Series 66

New York, NY

Equitable Advisors

Ilya Ishayev is a financial advisor with Equitable Advisors in New York, NY, holding a Series 66 designation and 16 years of industry experience. He has worked at Equitable Advisors since 2011 and previously held positions at Axa Advisors, LLC and Wells Fargo Investments, LLC. Ishayev also operates a business known as The Bailey Group and holds insurance appointments with Lloyds of London and Penn Mutual Insurance carrier directly, as well as Bestow Term Life. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients, offering financial planning, retirement plan consulting, and asset-management programs. The firm delivers services through a network of Investment Adviser Representatives and uses a mix of firm-offered and third-party advisory programs, 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
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Jack O

Series 66

New York, NY

Equitable Advisors

Jack O'donohue is a financial advisor at Equitable Advisors with one year of industry experience. He holds a Series 66 designation and has previously worked at Morrinson Wealth and the Bassett Street Brunch Club. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes various advisory models, third-party asset managers, and offers 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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Matthew S

Series 66

New York, NY

Equitable Advisors

Matthew Sultemeier is a financial advisor with Equitable Advisors in New York, NY, holding a Series 66 designation. He joined Equitable Advisors in 2026 and has prior experience at Schools First FCU and Beta Agency, as well as education from the University of Florida. Equitable Advisors serves a broad range of clients including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management services through various advisory 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
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Lian A

Series 66

New York, NY

Equitable Advisors

Lian Aydemir is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, Lian held roles at Calderas LLC, Ulterior Mode, Bask Health, and served as a student at Stony Brook University. Equitable Advisors provides financial planning, retirement plan consulting, and asset management programs to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of third-party asset managers and advisory programs while offering 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
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Paul K

Series 66

New York, NY

Equitable Advisors

Paul Knieriem is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. His prior roles include positions with Fairfield Investment Group, Union Park Capital, and involvement in community programs such as the Sports Equipment for All Children Program. Equitable Advisors serves individual clients across various wealth levels, as well as pension plans, corporations, and charitable organizations, offering 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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Donovan C

Series 66

New York, NY

Equitable Advisors

Donovan Cook is a financial advisor with Equitable Advisors in New York, NY, holding a Series 66 designation and one year of industry experience. Before joining Equitable Advisors, he worked at Good Shepherd Communities and Edengen, in addition to attending SUNY Oswego from 2021 to 2025. 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 various 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
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Elaine D

Series 66

New York, NY

Equitable Advisors

Elaine Diaz is a financial advisor with Equitable Advisors in New York, NY, holding a Series 66 designation and beginning her industry career in 2026. Her prior work experience includes roles at Carter's Inc, Stoney Brook University, Suffolk County Community College, and Centereach 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 through a network of Investment Adviser Representatives, utilizing both proprietary and third-party models 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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Christopher L

Series 66

New York, NY

Equitable Advisors

Christopher Leech is a financial advisor at Equitable Advisors in New York, NY, holding a Series 66 designation with three years of industry experience. Prior to joining Equitable Advisors in 2023, he worked at Morgan Stanley from 2016 to 2023. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm emphasizes matching clients to program models or discretionary managers, utilizing third-party TAMPs and LPL-sponsored advisory programs, and offers a range of investment options including 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
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Mack H

Series 66

New York, NY

Equitable Advisors

Mack Harris is a financial advisor with Equitable Advisors in New York, NY, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he worked in roles outside of finance, including as a front desk associate at Equinox Gym and a real estate associate at Deutsch Realty. 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 utilizes a network of Investment Adviser Representatives and offers a range of programs including firm-offered models and third-party asset manager referrals.

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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Jack B

Series 66

New York, NY

Equitable Advisors

Jack Boltman is a financial advisor at Equitable Advisors in New York, NY, holding a Series 66 designation with three years of industry experience. Prior to joining Equitable Advisors, he has worked at firms including BNY Mellon and Northwestern Mutual Investment Services. His background also includes roles outside the financial sector, such as positions at Toggenburgh Ski Area and involvement with the Town of Manlius. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm provides financial planning, retirement plan consulting, and asset-management programs delivered through a network of Investment Adviser Representatives, 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
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Ilan K

Series 66

New York, NY

Equitable Advisors

Ilan Korchmar is a Series 66 licensed financial advisor with seven years of industry experience. He is currently with Equitable Advisors and has prior experience at Axa Advisors, SS&C Technologies, 800fund, and Starcom Mediavest. 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 both proprietary and third-party solutions delivered through a broad 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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Daniel F

Series 63, Series 66

New York, NY

Equitable Advisors

Daniel Fitzgerald Jr. is a financial advisor with Equitable Advisors in New York, NY, holding Series 63 and Series 66 licenses and with three years of industry experience. His work history includes roles at Equitable Advisors since 2022, as well as positions at Ring's End, Gettysburg College, Village Market, and Wilton High School. 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 wide range of advisory models and third-party asset managers to tailor solutions based on client information and risk tolerance.

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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Thomas B

Series 66

New York, NY

Equitable Advisors

Thomas Bentley is a financial advisor with Equitable Advisors in New York, NY, holding a Series 66 designation and approximately one year of industry experience. His prior roles include positions in diverse fields such as offshore fishing and collegiate athletics. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm delivers advice through its network of Investment Adviser Representatives, offering access to a variety of third-party asset managers, advisory programs, and investment products.

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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Brandon P

Series 66

New York, NY

Equitable Advisors

Brandon Polke is a financial advisor with Equitable Advisors and holds a Series 66 designation. He has been in the industry since 2023, with experience at Delmarva Benefits Group, Aflac, and Prodigy Consulting Group. He has also been involved with Babson College and Friends Academy in prior roles. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives, 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
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Matthew S

Series 66

New York, NY

Equitable Advisors

Matthew Suh is a financial advisor at Equitable Advisors with three years of industry experience. He holds the Series 66 designation and has worked in various roles including at St. John's University and Nassau Community College prior to joining Equitable Advisors. Equitable Advisors serves a wide range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm utilizes third-party advisory models and offers a variety of investment solutions including mutual funds, ETFs, separately managed accounts, and alternative investments, 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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Jared P

Series 63, Series 66

New York, NY

Equitable Advisors

Jared Possidel is a financial advisor at Equitable Advisors in New York, NY, holding Series 63 and Series 66 designations with three years of industry experience. His prior work includes roles at Atlantic Beach Club Inc. and positions at Binghamton University and the State University of New York at Oneonta. 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 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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Brandon W

Series 66

New York, NY

Equitable Advisors

Brandon Williams 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 worked in various roles including positions in education and health departments, as well as experience with Handshake AI and The Piano Place. 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 range of advisory programs through its network of Investment Adviser Representatives, utilizing third-party asset managers and proprietary 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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Joseph S

Series 66

New York, NY

Equitable Advisors

Joseph Sousa is a financial advisor with Equitable Advisors in New York, NY, holding a Series 66 designation and three years of industry experience. His work history includes roles at Peltast and self-employment activities dating back to 2018, as well as involvement with Malachi's INC from 2014 to 2021. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients, providing financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a range of advisory models and third-party managers to deliver tailored investment solutions 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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Salvatore T

Series 66

New York, NY

Equitable Advisors

Salvatore Tavolilla is a financial advisor at Equitable Advisors with 12 years of industry experience. He holds the Series 66 designation and has been with Equitable Advisors since 2014, including prior experience at AXA Advisors, LLC. Outside of his advisory role, he serves as a trustee for an immediate family member. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a range of advisory models and third-party asset managers to deliver customized investment solutions 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
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Brien X

Series 66

New York, NY

Equitable Advisors

Brien Xhani is a financial advisor with Equitable Advisors in New York, NY, holding a Series 66 designation and two years of industry experience. Prior to joining Equitable Advisors, he worked at Holy Name Fitness Center and has experience in educational and service roles including positions at Saint Peter's University, Dumont High School, and Italian Connection Pizzeria. Equitable Advisors serves a broad client base including 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 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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