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Maria C

Series 66

Orlando, FL

Equitable Advisors

Maria Contreras Munoz is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, she was involved in entrepreneurial ventures including ownership of Highlight Beauty MC, LLC, where she works as a permanent makeup artist. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model that integrates advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Jessica S

Series 66

Orlando, FL

Equitable Advisors

Jessica Sanzone is a financial advisor at Equitable Advisors with five years of industry experience. She holds the Series 66 designation and has worked at Equitable Advisors since 2020. Prior to joining Equitable, she was associated with The Dog Pound for eight years. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model and provides both advisory and brokerage/insurance channels to implement client recommendations.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Dennis T

Series 66

Orlando, FL

Equitable Advisors

Dennis Turner is a Series 66-credentialed financial advisor with Equitable Advisors in Orlando, FL, and has three years of industry experience. His prior work includes roles at Orlando Club Sport and entrepreneurial activities such as running Helping Hand Lawn Care. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing a range of sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Sai B

Series 66

Orlando, FL

Equitable Advisors

Sai Balroop is a financial advisor at Equitable Advisors with a Series 66 credential and one year of industry experience. Prior to joining Equitable Advisors, Sai held positions at the City of Orlando and German Excellence Auto Repair. Equitable Advisors serves a diverse client base that includes individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating through multiple program sponsors and managers to provide both advisory and brokerage solutions.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Andre G

Series 66

Orlando, FL

Equitable Advisors

Andre Gucailo is a financial advisor with Equitable Advisors, holding a Series 66 designation and 13 years of industry experience. He has been with Equitable Advisors since 2012, previously associated with Axa Advisors, LLC. Gucailo is a general member of the Central Florida Hotel and Lodging Association. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance services tailored to client goals and risk tolerance.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Jack T

Series 66

Orlando, FL

Equitable Advisors

Jack Thompson is a financial advisor at Equitable Advisors in Orlando, FL, holding a Series 66 designation. He joined the firm in 2026 and has prior work experience in automotive sales and education. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through third-party programs. The firm employs a hybrid referral and implementation model, utilizing various third-party asset managers and offering both advisory and brokerage channels.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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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, previously working at AXA Advisors and Herbalife. Outside of his advisory role, he is a co-owner of Abel To Be Green Financial Services LLC, a business focused on administrative functions. Equitable Advisors serves a diverse range of clients, including individuals, high-net-worth families, retirement plans, and institutions, providing financial planning, brokerage, insurance, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, employing a delivery model that emphasizes LPL-sponsored programs and various endorsed third-party platforms.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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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 licenses and bringing 14 years of industry experience. Her prior roles include positions at Northwestern Mutual Investment Services LLC and AXA Advisors. Outside of her advisory work, she is involved in volleyball scorekeeping for the University of Central Florida, Major League Volleyball, and Arbiter Sports. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and various third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance services.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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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 bringing 27 years of industry experience. He has worked at Equitable Advisors since 1999 and previously at AXA Advisors, LLC for 21 years. Outside of his advisory role, he is involved in auto racing as a driver and team owner. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Lisa R

Series 66

Orlando, FL

Equitable Advisors

Lisa Robinson is a financial advisor at Equitable Advisors with 10 years of industry experience. She holds a Series 66 designation and has worked at Equitable Advisors since 2015, previously affiliated with Axa Advisors. In addition to her advisory role, she is involved in Medicare plan sales through outside insurance activities. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management via LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model that combines advisory and brokerage/insurance channels to deliver tailored client solutions.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Destiny W

Series 66

Orlando, FL

Equitable Advisors

Destiny Walker is a financial advisor at Equitable Advisors with a Series 66 credential and one year of industry experience. Prior to joining Equitable Advisors in 2026, she held roles in customer service and management at Jersey Mike's and owns a small business, Stick & Shine, Co., which creates stickers, magnets, and flyers. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to execute client recommendations.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Mark M

Series 63, Series 65

Orlando, FL

Equitable Advisors

Mark Menahem is a financial advisor with Equitable Advisors in Orlando, FL, holding Series 63 and Series 65 licenses and accumulating 13 years of industry experience. He previously worked at Allstate Financial Services and Allstate Insurance Company for seven years. Outside of advisory work, he serves as a trustee for his mother’s estate. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating primarily through LPL-sponsored programs and endorsed third-party managers.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Gregg H

Series 66

Orlando, FL

Equitable Advisors

Gregg Hall is a financial advisor with Equitable Advisors in De Land, FL, holding a Series 66 designation and bringing 13 years of industry experience. He has been with Equitable Advisors since 2012, including its predecessor Axa Advisors. Equitable Advisors serves individual investors, retirement plan sponsors and participants, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model combining advisory and brokerage/insurance channels to tailor services based on client goals, risk tolerance, and time horizon.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Christopher M

Series 66

Orlando, FL

Equitable Advisors

Christopher Musick is a financial advisor with Equitable Advisors in Orlando, FL, holding a Series 66 designation and 22 years of industry experience. He has been with Equitable Advisors since 2002, including its predecessor firm Axa Advisors, LLC, where he worked for 18 years. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance services tailored to client goals, risk tolerance, and time horizon.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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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 30 years of industry experience. He has worked at Equitable Advisors since 2017 and previously held positions at Axa Advisors, Llc, LPL Financial, and Collaborative Wealth Management Inc. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and a variety of third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage channels tailored to client goals, risk tolerance, and time horizon.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Leanna A

Series 66

Orlando, FL

Equitable Advisors

Leanna Argenziano is a financial advisor with Equitable Advisors in Orlando, FL, holding a Series 66 designation and two years of industry experience. She has previously worked at K12 Lift and served eight years at Orange County Public School. Outside of advising, she has been involved with Senegence since 2018. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, working extensively with program sponsors and endorsed third-party managers to offer advisory and brokerage solutions.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Zachary Z

Series 66

Orlando, FL

Equitable Advisors

Zachary Zimovan is a financial advisor with Equitable Advisors in Orlando, FL. He holds a Series 66 designation and has been in the industry since 2026. Prior to joining Equitable Advisors, he worked with Matthew Presser and has experience outside the financial industry including roles at Walmart and Adventure Landing. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Paul T

Series 63, Series 65

Orlando, FL

Equitable Advisors

Paul Tierney is a financial advisor with Equitable Advisors in Orlando, FL, holding Series 63 and Series 65 credentials and 28 years of industry experience. Prior to joining Equitable Advisors in 2025, he worked at Lincoln Investment for nine years and The Gabor Agency, Inc. for 14 years. Outside of his advisory role, Tierney is also an independent agent involved in outside fixed insurance sales. Equitable Advisors serves a wide range of clients, including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, with a delivery model that relies significantly on LPL-sponsored programs and endorsed third-party managers.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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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 14 years of industry experience. He has worked with Equitable Advisors since 2011 and was also associated with AXA Advisors during that period. Outside of his advisory role, Fortino serves as an adjunct professor at the University of Wyoming, teaching CFP courses online, and is a volunteer member of the Knights of Columbus. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and various third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Emma L

Series 66

Orlando, FL

Equitable Advisors

Emma Lafex is a financial advisor at Equitable Advisors with four years of industry experience. She holds a Series 66 designation and has previous roles that include work with Better B Lifestyle and 3inOneHealth, as well as teaching experience at Orange County Public Schools. Additionally, she was involved with Clermont Crossfit for three years. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, working extensively through program sponsors and third-party managers to deliver its solutions.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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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 been with Equitable Advisors since 2005, having also worked at Axa Advisors, LLC during that time. Equitable Advisors serves individual investors across wealth levels, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through LPL programs and a wide range of third-party asset managers. The firm utilizes a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to support client recommendations.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Milton S

Series 66

Orlando, FL

Equitable Advisors

Milton Sanchez is a financial advisor with Equitable Advisors in Orlando, FL, holding a Series 66 designation. He has been with Equitable Advisors since 2025 and has prior experience in sales and customer service roles, including working at Domino's Pizza. Outside of advising, he continues to work as a delivery expert for Domino's Pizza. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, utilizing program sponsors and third-party managers to deliver advisory and brokerage solutions.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Nicholas C

Series 66

Orlando, FL

Equitable Advisors

Nicholas Carbia 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 Interlachen Country Club, Target Corporation, and Arby's. Equitable Advisors serves a wide range of clients, including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through various program sponsors and endorsed third-party managers, offering both discretionary and non-discretionary management solutions.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Kevin G

Series 65, Series 63

Orlando, FL

Equitable Advisors

Kevin Garcia is a financial advisor with Equitable Advisors, holding Series 65 and Series 63 licenses. Based in Orlando, FL, he has been with Equitable Advisors since 2026 and has varied prior experience including roles at Universal Studios, JetBlue, and H&R Block. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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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 roles include positions at Christopher Abel Viteri and Headquarter Toyota. Equitable Advisors serves a broad range of clients including individuals, high-net-worth investors, retirement plans, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates with a dual SEC-registered investment adviser and broker-dealer model, utilizing a variety of program sponsors and endorsed managed account platforms.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Michael B

Series 66

Orlando, FL

Equitable Advisors

Michael Brietz is a financial advisor with Equitable Advisors in Orlando, FL, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he operated a lawn care business and has been involved in soccer-related activities, including volunteering as Director of Operations for the Greater Orlando Soccer Academy and refereeing youth and high school soccer games. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model that combines advisory and brokerage services tailored to clients’ goals and risk tolerance.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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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, including the period when the firm operated as AXA Advisors, LLC. Green is also a partner at Abel To Be Green Financial Services, LLC, a business he started in 2021. Equitable Advisors serves a diverse range of clients including individuals, high-net-worth, retirement plans, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, working extensively with program sponsors and third-party managers to provide advisory and brokerage solutions.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Patrick M

Series 63, Series 65

Orlando, FL

Equitable Advisors

Patrick Mccarty is a financial advisor at Equitable Advisors with 36 years of industry experience. He has held his current position since 1999 and previously worked with AXA Advisors, LLC. He holds Series 63 and Series 65 licenses and is based in Orlando, FL. Outside of his advisory role, he is involved in selling health insurance through United Healthcare and other carriers. Equitable Advisors serves individual investors, retirement plan sponsors and participants, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model that combines advisory and brokerage channels to deliver tailored financial solutions.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Brian F

Series 66

Orlando, FL

Equitable Advisors

Brian Fajardo is a Series 66-licensed financial advisor with Equitable Advisors in Orlando, FL, and has one year of industry experience. Prior to joining Equitable Advisors, he held positions at New York Beer Project and Global Financial Impact. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates with a dual registration as an SEC-registered investment adviser and broker-dealer, relying heavily on LPL-sponsored programs and endorsed third-party managers.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Steven B

Series 66

Orlando, FL

Equitable Advisors

Steven Bennett is a financial advisor with Equitable Advisors in Orlando, FL, holding a Series 66 designation and five years of industry experience. Prior to joining Equitable Advisors in 2026, he worked at AdventHealth Corporate for six years and has been associated with Wealthcare Strategies, LLC since 2007. Equitable Advisors serves a wide range of clients, including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, utilizing LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Matthew P

Series 66

Orlando, FL

Equitable Advisors

Matthew Presser is a financial advisor at Equitable Advisors in Orlando, FL, holding a Series 66 designation with 20 years of industry experience. He has worked at Equitable Advisors since 2006, including its predecessor, Axa Advisors, LLC. Outside of his advisory role, Presser is involved in life settlements through Ashar. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, leveraging extensive program sponsorships and third-party managers to deliver advisory and brokerage solutions.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Michael H

Series 63, Series 65

Orlando, FL

Equitable Advisors

Michael Holt is a financial advisor with Equitable Advisors in Orlando, FL. He holds the Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Equitable Advisors, he worked at Tyger Asset Holdings, LLC, Atlas Group LTD, and Smith Viceroy Capital. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, utilizing multiple program sponsors and third-party managers to provide advisory and brokerage solutions.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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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 work includes roles at Axa Advisors, Park Avenue Securities, and Guardian Life Insurance. He is also the founder and president of NxtGen Advisory Group, LLC, an outside insurance business. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and asset management access through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model that utilizes various advisory programs and emphasizes individualized client planning.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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