Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Jessica S

Series 66

Orlando, FL

Equitable Advisors

Jessica Sanzone is a Series 66 registered advisor with Equitable Advisors in Orlando, FL, where she has worked for six years. She has a total of five years of industry experience and previously worked at The Dog Pound for eight years. 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 various asset management programs, utilizing both proprietary and third-party models and emphasizing fiduciary services for 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
user avatar
firm logo

Dennis T

Series 66

Orlando, FL

Equitable Advisors

Dennis Turner is a financial advisor with Equitable Advisors in Orlando, FL, holding a Series 66 designation and four years of industry experience. His prior work history includes roles at Orlando Club Sport and small business ventures such as Helping Hand Lawn Care and I9 Sports. 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 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
user avatar
firm logo

Sai B

Series 66

Orlando, FL

Equitable Advisors

Sai Balroop is a financial advisor with Equitable Advisors in Orlando, FL, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Equitable Advisors, his work experience includes roles at the City of Orlando and German Excellence Auto Repair. 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 utilizes a combination of proprietary and third-party advisory models and provides ERISA fiduciary services through credentialed 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
user avatar
firm logo

Andre G

Series 66

Orlando, FL

Equitable Advisors

Andre Gucailo is a financial advisor with Equitable Advisors in Orlando, FL, holding a Series 66 designation and 14 years of industry experience. He has been with Equitable Advisors since 2012, following prior work with Axa Advisors. Outside of his advisory role, he is a general member of the Central Florida Hotel and Lodging Association. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, charitable organizations, and other institutional clients. The firm’s approach includes matching client information and risk tolerance with investment models or discretionary managers, offering access to a broad range of 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
user avatar
firm logo

Matthew B

Series 66

Orlando, FL

Equitable Advisors

Matthew Bailey is a Series 66-licensed financial advisor with experience at Keller Williams Realty, Allstate, and academic positions at the University of South Carolina and the University of Toledo. He is currently affiliated with Equitable Advisors in Orlando, FL. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and various asset-management programs delivered 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
user avatar
firm logo

Jack T

Series 66

Orlando, FL

Equitable Advisors

Jack Thompson is a financial advisor with Equitable Advisors in Orlando, FL. He holds the Series 66 designation and has been with the firm since 2026. Prior to joining Equitable Advisors, Thompson held positions in retail and education. 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 range of investment programs and referrals to third-party asset managers to deliver its advisory 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
user avatar
firm logo

Christopher V

Series 66

Orlando, FL

Equitable Advisors

Christopher Viteri is a financial advisor with Equitable Advisors in Orlando, FL, holding a Series 66 designation and nine years of industry experience. He has been with Equitable Advisors since 2016 and previously worked with AXA Advisors, LLC and Herbalife. Outside of his advisory role, he is co-owner of Abel To Be Green Financial Services LLC, a business involved with managing business expenses and payroll. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives using both proprietary and third-party investment 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
user avatar
firm logo

Angela Q

Series 63, Series 66

Orlando, FL

Equitable Advisors

Angela Quintana is a financial advisor with Equitable Advisors in Orlando, FL, holding Series 63 and Series 66 registrations and having 15 years of industry experience. She previously worked at Northwestern Mutual Investment Services LLC and AXA Advisors, among other firms. Outside of her advisory role, she serves as a scorekeeper for women's college and professional volleyball teams, including the University of Central Florida and Major League Volleyball. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individual clients, including non-high-net-worth and high-net-worth individuals, as well as pension plans, corporations, and charitable organizations. The firm utilizes third-party asset managers and advisory programs to tailor investment strategies across mutual funds, ETFs, separately managed accounts, and certain 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
user avatar
firm logo

Edwin S

Series 63, Series 65, Series 66

Orlando, FL

Equitable Advisors

Edwin Sotoquinones is a financial advisor with Equitable Advisors in Orlando, FL, holding Series 63, 65, and 66 licenses and having 27 years of industry experience. He has been with Equitable Advisors since 1999, including its prior identity as AXA Advisors. Outside of his advisory role, he is involved in auto racing as a driver team owner. Equitable Advisors serves a range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs. The firm offers various investment options through its network of Investment Adviser Representatives and third-party asset managers, emphasizing personalized client assessment and model-based portfolio management.

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
user avatar
firm logo

Lisa R

Series 66

Orlando, FL

Equitable Advisors

Lisa Robinson is a financial advisor with Equitable Advisors in Orlando, FL, holding a Series 66 designation and 11 years of industry experience. She has worked at Equitable Advisors since 2015, including during its prior registration as Axa Advisors. In addition to her advisory role, she engages in outside insurance sales, primarily focusing on Medicare plan sales. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and diverse asset management programs, utilizing third-party asset managers and advisory models tailored to clients’ risk tolerance and investment needs.

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
user avatar
firm logo

Destiny W

Series 66

Orlando, FL

Equitable Advisors

Destiny Walker is a financial advisor with Equitable Advisors in Orlando, FL, holding the Series 66 designation and beginning her advisory career in 2026. Prior to joining Equitable Advisors, she managed and operated Stick & Shine, Co., a business specializing in stickers, magnets, and flyers. She also has experience in the food service industry, including a role as Catering Manager and Store Associate at Jersey Mike's. Equitable Advisors serves a wide range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management through both proprietary 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
user avatar
firm logo

Mark M

Series 63, Series 65

Orlando, FL

Equitable Advisors

Mark Menahem is a financial advisor at Equitable Advisors with 13 years of industry experience. He holds the Series 63 and Series 65 licenses and previously worked at Allstate Financial Services and Allstate Insurance. Outside of advising, he owns an insurance agency and serves as a trustee for his mother's estate. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and various asset-management programs. The firm relies on a network of Investment Adviser Representatives and third-party program sponsors 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
user avatar
firm logo

Gregg H

Series 66

Orlando, FL

Equitable Advisors

Gregg Hall is a financial advisor at Equitable Advisors in Orlando, FL, holding the Series 66 designation with 14 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 2012. Equitable Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm provides financial planning, retirement plan consulting, and a variety of asset-management programs 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
user avatar
firm logo

Christopher M

Series 66

Orlando, FL

Equitable Advisors

Christopher Musick is a financial advisor at Equitable Advisors with 22 years of industry experience. He holds the Series 66 designation and has been with Equitable Advisors since 2002, including the period when the firm operated as Axa Advisors, LLC. He is based in Orlando, Florida. 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 utilizes a network of Investment Adviser Representatives and partners with third-party asset managers to deliver customized 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
user avatar
firm logo

Barry R

Series 63, Series 65

Orlando, FL

Equitable Advisors

Barry Roderick is a financial advisor at Equitable Advisors in Orlando, FL, holding Series 63 and Series 65 licenses with 31 years of industry experience. His career includes tenures at Equitable Advisors, AXA Advisors, LPL Financial, Collaborative Wealth Management, Securian Financial Services, and MSI Financial Services. 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 a variety of asset-management programs delivered 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
user avatar
firm logo

Leanna A

Series 66

Orlando, FL

Equitable Advisors

Leanna Argenziano is a financial advisor at Equitable Advisors with two years of industry experience. She holds the Series 66 designation and has prior experience working at K12 Lift and Orange County Public School, alongside a long-term involvement with Senegence. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs through a broad network of Investment Adviser Representatives. The firm utilizes third-party managers and programs, providing access to 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
user avatar
firm logo

Zachary Z

Series 66

Orlando, FL

Equitable Advisors

Zachary Zimovan is a financial advisor with Equitable Advisors in Orlando, FL, holding a Series 66 designation. He has one year of industry experience and previously worked at Matthew Presser before joining Equitable Advisors. 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. The firm utilizes third-party asset managers and LPL-sponsored advisory programs to deliver its 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
user avatar
firm logo

Paul T

Series 63, Series 65

Orlando, FL

Equitable Advisors

Paul Tierney is a financial advisor at Equitable Advisors with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Lincoln Investment and The Gabor Agency, Inc. In addition to his advisory role, Tierney serves as an independent agent involved in outside fixed insurance sales. Equitable Advisors provides financial planning, retirement consulting, and asset-management services to individuals, institutions, and charitable organizations, utilizing a variety of third-party programs and discretionary management models.

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
user avatar
firm logo

Steven F

Series 66

Orlando, FL

Equitable Advisors

Steven Fortino is a financial advisor with Equitable Advisors in Orlando, FL, holding a Series 66 designation and bringing 15 years of industry experience. He has been with Equitable Advisors since 2011 and also serves as an adjunct professor at the University of Wyoming, teaching CFP courses online. Additionally, he volunteers with the Knights of Columbus in Orlando. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, corporations, pension plans, and charitable organizations. The firm utilizes a network of Investment Adviser Representatives and a range of third-party advisory programs to tailor investment solutions, including proprietary mutual funds, ETFs, and 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
user avatar
firm logo

Emma L

Series 66

Orlando, FL

Equitable Advisors

Emma Lafex is a financial advisor with Equitable Advisors in Orlando, FL, holding a Series 66 designation and four years of industry experience. Her professional background includes roles at Better B Lifestyle, 3inOneHealth, Clermont Crossfit, and Orange County Public Schools. Outside of her advisory work, she has been involved in diverse local businesses and community organizations. 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 a network of Investment Adviser Representatives and third-party asset managers to implement 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
user avatar
firm logo

Ali H

Series 63, Series 65

Orlando, FL

Equitable Advisors

Ali Hamdani is a financial advisor with Equitable Advisors in Orlando, FL, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Equitable Advisors since 2005, following previous roles at Axa Advisors, LLC and Mony Securities Corporation. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs. The firm emphasizes aligning clients with appropriate advisory models and portfolios through a network of Investment Adviser Representatives and relies largely on 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
user avatar
firm logo

Milton S

Series 66

Orlando, FL

Equitable Advisors

Milton Sanchez is a financial advisor at Equitable Advisors with a Series 66 credential and one year of industry experience. Prior to joining Equitable Advisors, he worked in sales and held various roles at Domino's Pizza. Outside of his advisory work, he continues to work as a delivery expert for Domino's Pizza in Apopka, Florida. Equitable Advisors serves individual and institutional clients, offering financial planning, retirement plan consulting, and diverse asset-management programs through a broad 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
user avatar
firm logo

Nicholas C

Series 66

Orlando, FL

Equitable Advisors

Nicholas Carbia is a financial advisor with Equitable Advisors in Orlando, FL. He holds the Series 66 designation and has one year of industry experience. Prior to joining Equitable Advisors, he worked in various roles including positions at Interlachen Country Club and Target Corporation. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, institutional clients, and charitable organizations. The firm utilizes a range of advisory programs and third-party asset managers to tailor investment solutions to clients’ risk tolerance and goals.

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
user avatar
firm logo

Kevin G

Series 65, Series 63

Orlando, FL

Equitable Advisors

Kevin Garcia is a financial advisor with Equitable Advisors in Orlando, FL. He holds Series 65 and Series 63 licenses and has been with Equitable Advisors since 2026. Prior to this role, his work experience includes positions at Universal Studios, JetBlue, and H&R Block, as well as academic roles at the University of Central Florida and Valencia College. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to a broad client base that includes individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of advisory models and third-party 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
user avatar
firm logo

Esteban R

Series 66

Orlando, FL

Equitable Advisors

Esteban Rondon is a financial advisor with Equitable Advisors in Orlando, FL, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Christopher Abel Viteri, Headquarter Toyota, Classic Davila Floor, and Express Car Wash. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a range of advisory models, often implementing solutions through third-party asset managers and LPL-sponsored 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
user avatar
firm logo

Michael B

Series 66

Orlando, FL

Equitable Advisors

Michael Brietz is a Series 66 credentialed financial advisor with Equitable Advisors in Orlando, FL, where he has worked since 2024. He has two years of industry experience. Outside of advising, he serves as Director of Operations for the Greater Orlando Soccer Academy and is involved in youth soccer refereeing through the Florida Youth Soccer and Florida High School Athletic Association. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm employs a range of advisory models, often utilizing third-party asset managers and programs, and serves clients across wealth levels through a 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
user avatar
firm logo

Jacobie G

Series 66

Orlando, FL

Equitable Advisors

Jacobie Green is a financial advisor with Equitable Advisors in Orlando, FL, holding a Series 66 designation and 10 years of industry experience. He has worked at Equitable Advisors since 2016 and previously at AXA Advisors. Since 2021, he has also been a partner at Abel To Be Green Financial Services, LLC. Equitable Advisors serves individual clients across wealth levels, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement 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
user avatar
firm logo

Patrick M

Series 63, Series 65

Orlando, FL

Equitable Advisors

Patrick Mccarty is a financial advisor with Equitable Advisors in Orlando, FL, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Equitable Advisors and its predecessor AXA Advisors since 1999. Outside of his advisory work, he sells health insurance through United Healthcare and other carriers. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients, providing financial planning, retirement consulting, and a variety of asset management programs through a network of Investment Adviser Representatives. The firm utilizes both proprietary and third-party investment solutions and does not sponsor 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
user avatar
firm logo

Brian F

Series 66

Orlando, FL

Equitable Advisors

Brian Fajardo is a Series 66-licensed financial advisor with Equitable Advisors in Orlando, FL, where he has worked since 2025. His prior experience includes roles at New York Beer Project and Global Financial Impact. 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 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
user avatar
firm logo

Steven B

Series 66

Orlando, FL

Equitable Advisors

Steven Bennett is a financial advisor at Equitable Advisors with five years of industry experience. He holds the Series 66 designation and has worked in both financial and corporate settings, including six years at AdventHealth Corporate and nearly two decades with Wealthcare Strategies, LLC. 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 a range of asset-management programs, utilizing a combination of proprietary and third-party solutions delivered through its 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
user avatar
firm logo

Matthew P

Series 66

Orlando, FL

Equitable Advisors

Matthew Presser is a financial advisor with Equitable Advisors in Orlando, FL, holding a Series 66 designation and 20 years of industry experience. He has been with Equitable Advisors since 2006, including its prior iteration as Axa Advisors, LLC. 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 range of advisory models implemented through third-party managers and offers ERISA fiduciary services for 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
user avatar
firm logo

Hemant S

Series 63, Series 65

Orlando, FL

Equitable Advisors

Hemant Sachdev is a financial advisor with Equitable Advisors in Orlando, FL, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His prior roles include positions at AXA Advisors, Park Avenue Securities, Guardian Life Insurance, Edward Jones, and Concourse Financial Group Securities. He is also the founder and president of NxtGen Advisory Group, LLC. Equitable Advisors serves individual and institutional clients with financial planning, retirement plan consulting, and asset management programs delivered through a network of Investment Adviser Representatives. The firm utilizes a range of third-party advisory models and offers ERISA fiduciary services while integrating proprietary and external 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
Warmer team member

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.

Find your advisor

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”)