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Tory L

Series 66

Pittsburgh, PA

Equitable Advisors

Tory Larson is a financial advisor with Equitable Advisors holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, Larson worked in various engineering roles and is involved with Northman Investments, LLC. Outside of his advisory work, he volunteers as a ski patrol member at Seven Springs Mountain Resort. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individual and institutional clients. The firm employs a range of advisory models and third-party asset managers to tailor investment solutions based on client risk profiles.

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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James P

Series 66

Pittsburgh, PA

Equitable Advisors

James Piersol III is a Series 66-licensed financial advisor with Equitable Advisors, bringing two years of industry experience. Prior to joining Equitable Advisors, he worked in roles at Penn State University, Toyota, Anova Innovations, Peek'n Peak Resort, and North East High School. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party 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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Christopher C

Series 63, Series 65

Pittsburgh, PA

Equitable Advisors

Christopher Cole is a financial advisor with Equitable Advisors in Pittsburgh, PA, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been with Equitable Advisors since 2011 and previously worked at AXA Advisors. Outside of his advisory role, he is involved as a sales associate with Realty Benefit Services and Dergalis Associates. 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 utilizes a network of Investment Adviser Representatives and third-party asset managers to deliver tailored investment 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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Patrick M

Series 66

Pittsburgh, PA

Equitable Advisors

Patrick Mc Cann is a financial advisor with Equitable Advisors in Pittsburgh, PA, holding the Series 66 designation and three years of industry experience. His previous work includes roles at Aptus Wealth Planning/Cetera and Duquesne University, among others. Equitable Advisors serves individuals, pension plans, corporations, charitable organizations, and institutional clients with financial planning, retirement consulting, and asset-management programs delivered through a network of Investment Adviser Representatives. The firm offers a range of investment solutions, including third-party advisory programs and ERISA fiduciary services, and operates without its own wrap fee program, relying on external program sponsors for model delivery.

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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Dominick E

Series 66

Pittsburgh, PA

Equitable Advisors

Dominick Eisaman is a Series 66-licensed financial advisor at Equitable Advisors with two years of industry experience. Prior to joining Equitable Advisors, he worked at Bank of New York Mellon and has held various roles in multiple organizations. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management 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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Robert S

Series 63, Series 65

Pittsburgh, PA

Equitable Advisors

Robert Spagiare is a financial advisor with Equitable Advisors in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. He is also involved in a life settlements business focused on fixed and traditional contracts. 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 delivers advice through a network of Investment Adviser Representatives, utilizing both proprietary and third-party programs that encompass a range of investment vehicles and ERISA fiduciary services.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Adam M

Series 66

Pittsburgh, PA

Equitable Advisors

Adam Mascio is a financial advisor with Equitable Advisors in Pittsburgh, PA, holding a Series 66 designation and four years of industry experience. Prior to joining Equitable Advisors in 2022, he worked in medical equipment and information technology services. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing a combination of in-house services 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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Nathan D

Series 66

Pittsburgh, PA

Equitable Advisors

Nathan De Filippi is a financial advisor at Equitable Advisors with seven years of industry experience. He holds a Series 66 designation and has worked previously at AXA Advisors, H2 R CPA, and BKD, LLP. Outside of his advisory role, he is also the owner of a CPA firm in Beaver, PA, where he provides tax services during the tax season. Equitable Advisors serves a range of clients 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 a mix of firm-offered and third-party investment solutions.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Michael F

Series 63, Series 66

Pittsburgh, PA

Equitable Advisors

Michael Freker is a financial advisor with Equitable Advisors in Pittsburgh, PA, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. He has worked at Equitable Advisors since 2005 and previously had roles at AXA Advisors and Voya Financial Partners. Outside of his advisory work, he is involved in fundraising for The Leukemia & Lymphoma Society and serves on the boards of The Reach Foundation and a diocesan organization. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, plans, corporations, and nonprofit clients. The firm delivers advice through a broad network of Investment Adviser Representatives using a combination of 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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Ishaan S

Series 63, Series 65

Pittsburgh, PA

Equitable Advisors

Ishaan Shah is a financial advisor with Equitable Advisors in Pittsburgh, PA, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has been with Equitable Advisors since 2012 and previously worked with Axa Advisors, LLC. Outside of advising, he is the owner of Shah Ventures, LLC. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients, offering financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes a range of advisory models, including third-party managers and its SAM program, and provides ERISA fiduciary services through credentialed representatives.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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