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Justin D

Series 66

Oak Brook, IL

Equitable Advisors

Justin Davis is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. His prior roles include positions at Ascot Group, Newstead Credit and Political Risk, and Wallin-Gomez Architects. Outside of finance, he has worked with community organizations such as the North Suburban YMCA and JCC Chicago. Equitable Advisors serves a diverse client base including individuals, 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, 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
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Lukasz M

Series 66

Oak Brook, IL

Equitable Advisors

Lukasz Maciorowski is a Series 66 licensed advisor with Equitable Advisors in Oak Brook, IL, where he has worked since 2006, accumulating 19 years of industry experience. Prior to and during his time at Equitable, he was associated with Axa Advisors, LLC. He is a member of the Chicago Business Club networking group and serves on the board of the General Sikorski Polish School, a nonprofit educational organization. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, plans, corporations, and charitable organizations. The firm delivers advice through a network of Investment Adviser Representatives, offering both firm-sponsored and third-party asset management 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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Zoe G

Series 66

Oak Brook, IL

Equitable Advisors

Zoe Goss is a financial advisor with Equitable Advisors in Oak Brook, IL, holding a Series 66 designation and one year of industry experience. Her prior roles include positions at Wells Roselieb and Raia Wealth Management, Draper & Kramer Mortgage Corp., and Goss Advisory Services, LLC. She has also worked in the retail sector with EuroDesigns/CrateandBarrel. 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 various asset management programs. The firm employs multiple advisory models implemented through third-party sponsors and provides ERISA fiduciary services, with a notable approach that emphasizes third-party program sponsors rather than proprietary wrap fee 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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Matthew K

Series 63, Series 65

Oak Brook, IL

Equitable Advisors

Matthew Krajewski is a financial advisor at Equitable Advisors with five years of industry experience. He holds Series 63 and Series 65 licenses. His prior work experience includes roles at Creative Decks Inc and Papa Nicholas Coffee, as well as assisting with tax work at a family law office. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm offers a range of investment programs through a network of Investment Adviser Representatives and emphasizes matching clients with appropriate advisory models 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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Louis L

Series 63, Series 66

Oak Brook, IL

Equitable Advisors

Louis Litwin is a financial advisor at Equitable Advisors with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Equitable Advisors since 2018, with prior experience at Axa Advisors and Blue Pearl Worldwide. Outside of his advisory role, he is involved in an outside insurance brokerage business. Equitable Advisors serves a broad client base including individuals, institutional clients, and retirement plans, providing financial planning, retirement plan consulting, and asset management through a network of investment representatives and a range of 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
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Nicolas J

Series 63, Series 65

Oak Brook, IL

Equitable Advisors

Nicolas Johnson is a financial advisor with Equitable Advisors in Oak Brook, IL, holding Series 63 and Series 65 credentials and one year of industry experience. His prior roles include positions at SportsKids Inc. and Butterfield Country Club. 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 various asset-management programs through a network of Investment Adviser Representatives and third-party managers. The firm’s services emphasize matching clients to appropriate program models or discretionary managers and include offerings such as 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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Joseph V

Series 66

Oak Brook, IL

Equitable Advisors

Joseph Vance is a financial advisor with Equitable Advisors in Oak Brook, IL, holding a Series 66 designation and nine years of industry experience. He has been with Equitable Advisors since 2017, including time under its prior name Axa Advisors, LLC. Before entering the financial services industry, he worked in retail at Home Goods for two years. Equitable Advisors serves individual clients across a range of wealth levels, as well as pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management through 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
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Cory G

Series 66

Oak Brook, IL

Equitable Advisors

Cory Goldman is a financial advisor with Equitable Advisors in Oak Brook, IL, holding a Series 66 designation and 16 years of industry experience. He worked at Ameriprise Financial Services, Inc. for 12 years before joining Equitable Advisors in 2021. Goldman also operates Goldman Financial, conducting other insurance activities outside of the Equitable network. 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 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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Jacob H

Series 66

Oak Brook, IL

Equitable Advisors

Jacob Hawkins is a financial advisor at Equitable Advisors with three years of industry experience. He holds the Series 66 designation and previously worked at the D.K. Hawkins Group and held various roles including at Illinois State University and St. Charles Sportsman Club. 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 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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Thomas L

Series 63, Series 65

Oak Brook, IL

Equitable Advisors

Thomas Lamson is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Equitable Advisors since 2003, including its predecessor Axa Advisors, LLC. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm emphasizes risk assessment and tailored advisory models, often using 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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Michael M

Series 63, Series 65

Oak Brook, IL

Equitable Advisors

Michael Melone is a financial advisor at Equitable Advisors with 33 years of industry experience. He has been with Equitable Advisors since 1999, including time at AXA Advisors, LLC. Outside of his advisory role, he operates an outside insurance brokerage under the name Life Loyal Advisors. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients with financial planning, retirement plan consulting, and asset-management programs. The firm delivers services through a network of Investment Adviser Representatives using a range of proprietary and third-party advisory models 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
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Andrew L

Series 66

Oak Brook, IL

Equitable Advisors

Andrew Lacksonen is a financial advisor with Equitable Advisors and holds a Series 66 designation. He has been with Equitable Advisors since 2026 and previously worked at Transamerica and Elmhurst University. Outside of his advisory role, he is involved with Four Star Lacrosse. 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 a range of 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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Michael M

CFP®, Series 66

Oak Brook, IL

Equitable Advisors

Michael Malicay is a CFP® and holds a Series 66 license, with 23 years of industry experience. He has been with Equitable Advisors since 2003, following prior work at Axa Advisors, LLC. Equitable Advisors serves a broad 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 emphasizes matching clients to program models or discretionary managers through both in-house 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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Sydney R

Series 66

Oak Brook, IL

Equitable Advisors

Sydney Reyes is a financial advisor at Equitable Advisors with Series 66 registration and one year of industry experience. Prior to joining Equitable Advisors, Reyes held roles at the University of Illinois Chicago and Wahl Clipper Corporation. Outside of advisory work, Reyes serves as a regional chapter lead for CHAARG LLC, overseeing multiple chapters and leadership consultants across the U.S. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients, providing financial planning, retirement plan consulting, and a range of 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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Shriyal P

Series 66

Oak Brook, IL

Equitable Advisors

Shriyal Patel is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he held positions at Hightower Advisors and Emerson Automation Solutions. Equitable Advisors serves a wide range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management services 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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Zachary M

Series 66

Oak Brook, IL

Equitable Advisors

Zachary Melone is a financial advisor at Equitable Advisors with nine years of industry experience. He holds the Series 66 designation and has been with Equitable Advisors since 2016, including time with its predecessor firm, Axa Advisors. He is the owner and sole member of DBA Life Loyal Advisors. 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 various asset management programs. The firm utilizes a combination of proprietary and third-party advisory models and emphasizes fiduciary services through credentialed advisers.

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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Justin C

CFP®, Series 66

Oak Brook, IL

Equitable Advisors

Justin Chibucos is a CFP® professional with 25 years of industry experience, currently serving at Equitable Advisors since 2001. He previously worked at Axa Advisors, LLC from 2001 to 2020. Outside of his advisory role, Chibucos is a managing partner of LIFE LOYAL ADVISORS and serves on the finance committee and board of TRAIN GE, a semi-private fitness gym. Equitable Advisors provides financial planning, retirement plan consulting, and a range of asset-management programs to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm emphasizes matching clients to program models or discretionary managers, often 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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Christopher W

Series 66

Oak Brook, IL

Equitable Advisors

Christopher Wyllie is a financial advisor with Equitable Advisors in Oak Brook, IL, holding a Series 66 designation and possessing 26 years of industry experience. He has been with Equitable Advisors since 2000, including its predecessor Axa Advisors. Outside of his advisory role, he is involved in an insurance brokerage business. Equitable Advisors serves a diverse client base including individual investors, 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 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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Robert J

Series 63, Series 65

Oak Brook, IL

Equitable Advisors

Robert Johnson is a financial advisor with Equitable Advisors in Oak Brook, IL, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has worked at Equitable Advisors since 1999 and was previously with Axa Advisors, LLC for 21 years. Outside of his advisory role, he volunteers with the Make-A-Wish Foundation, assisting in granting wishes to terminally ill children. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and various asset-management programs. The firm delivers advice through a network of Investment Adviser Representatives using a range of advisory models and third-party asset managers, 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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Joseph S

Series 66

Oak Brook, IL

Equitable Advisors

Joseph Sacco is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. His prior work includes roles at Hi-Five and Des Plaines Material and Supply, as well as time spent at North Central College. Equitable Advisors serves a broad range of clients 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 third-party advisory models 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
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