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Hayden C

Series 66

Oak Brook, IL

Equitable Advisors

Hayden Carbine 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 roles at Synergy Flavors and Buddyz Pizzeria and attended the University of Illinois at Urbana Champaign. 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 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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Sergio G

Series 66

Oak Brook, IL

Equitable Advisors

Sergio Guzman 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 various roles including positions in hospitality and construction, as well as academic appointments at the University of Illinois at Urbana-Champaign and College of Dupage. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset management programs using 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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Erik A

Series 66

Oak Brook, IL

Equitable Advisors

Erik Anderson is a financial advisor with Equitable Advisors in Oak Brook, IL, holding a Series 66 designation and eight years of industry experience. He has worked at Equitable Advisors since 2018 and previously was affiliated with AXA Advisors, National Securities Corporation, and Olivet Nazarene University. 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 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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Michael F

Series 66

Oak Brook, IL

Equitable Advisors

Michael Fultz is a financial advisor with Equitable Advisors, holding a Series 66 designation and 14 years of industry experience. He has worked at Equitable Advisors since 2012 and was previously affiliated with Axa Advisors, LLC. In addition to his advisory role, he is involved in an outside insurance brokerage business. Equitable Advisors serves a broad range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides 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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Khomeini K

Series 63, Series 65

Oak Brook, IL

Equitable Advisors

Khomeini Khan is a financial advisor with Equitable Advisors in Oak Brook, IL, holding Series 63 and Series 65 licenses and having 24 years of industry experience. He has been with Equitable Advisors and its predecessor Axa Advisors since 2003. Outside of advising, he consults on employee benefits and owns Sustainable Ventures, a real estate investment and development business. 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, utilizing both proprietary tools 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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Steven W

Series 63, Series 65

Oak Brook, IL

Equitable Advisors

Steven Withey is a financial advisor with Equitable Advisors in Oak Brook, IL, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Equitable Advisors since 1999 and was previously associated with Axa Advisors. Outside of his advisory role, Withey serves as a trustee for the Friends Foundation, a nonprofit involved in fundraising and food drives. 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 utilizes a range of advisory programs and third-party asset managers to deliver tailored 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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Terry O

Series 66

Oak Brook, IL

Equitable Advisors

Terry O'Malley is a financial advisor with Equitable Advisors in Oak Brook, IL, holding a Series 66 designation and 19 years of industry experience. He has worked with Equitable Advisors since 2008 and previously held positions at Axa Advisors and Merrill. Outside of his advisory role, he is involved in an outside insurance brokerage business. Equitable Advisors serves a range of clients including individuals, pension plans, and institutions, providing financial planning, retirement consulting, and asset management through both firm-offered and third-party 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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Ryan S

Series 66

Oak Brook, IL

Equitable Advisors

Ryan Shanley is a financial advisor with Equitable Advisors in Oak Brook, IL, holding a Series 66 designation and 23 years of industry experience. He has been with Equitable Advisors since 2003, including tenure with its predecessor, Axa Advisors. Outside of his advisory role, Shanley serves on the LaGrange Memorial Community Foundation board and the St. Francis Xavier School advisory board. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations by offering financial planning, retirement consulting, and asset management services. The firm relies on a range of third-party program sponsors and model managers, providing solutions 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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Thomas W

Series 63, Series 65

Oak Brook, IL

Equitable Advisors

Thomas Wells is a financial advisor with Equitable Advisors in Oak Brook, IL, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with Equitable Advisors since 1999, including time with AXA Advisors, LLC. Outside of advising, Wells serves on the finance committee of the Institute for Community at Highpoint, providing consultation on financial health and fundraising procedures. Equitable Advisors offers financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm uses a network of Investment Adviser Representatives and partners with third-party asset managers, focusing on personalized risk assessment and tailored program models 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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Connor E

Series 66

Oak Brook, IL

Equitable Advisors

Connor Ebert is a financial advisor at Equitable Advisors with the Series 66 designation and one year of industry experience. His prior work includes roles at University of Iowa Healthcare, Old Second National Bank, and Lisle Park District. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and a range of asset-management programs. The firm delivers services through a network of Investment Adviser Representatives and relies on both firm-offered 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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Hasen S

Series 66

Oak Brook, IL

Equitable Advisors

Hasen Shaner is a financial advisor with Equitable Advisors, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Equitable Advisors, his work experience includes roles in various fields such as fitness, education, and hospitality. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to a diverse client base that includes individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of third-party advisory programs and emphasizes matching clients with appropriate investment models and 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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