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Michael C

Series 66

Port St Lucie, FL

Equitable Advisors

Michael Caracciolo is a Series 66-licensed financial advisor with Equitable Advisors in Port St Lucie, FL, and has eight years of industry experience. His prior work includes roles at Axa Advisors, LLC and Quintiles. Outside of his advisory work, he coaches youth soccer competitively. 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 through various programs 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
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Alfred S

Series 63, Series 65

Port St Lucie, FL

Equitable Advisors

Alfred Soricelli Jr. is a financial advisor with Equitable Advisors in Port St Lucie, FL, holding Series 63 and Series 65 licenses and having 33 years of industry experience. He has been with Equitable Advisors and its predecessor AXA Advisors since 1999. Equitable Advisors serves individual and institutional clients with financial planning, retirement plan consulting, and asset-management programs, utilizing a network of Investment Adviser Representatives and a variety of third-party and firm-offered 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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Mark R

Series 66

Port St Lucie, FL

Equitable Advisors

Mark Rolnick is a financial advisor with Equitable Advisors in Port St Lucie, FL, holding a Series 66 designation and 25 years of industry experience. He has been with Equitable Advisors since 2005 and previously worked at Axa Advisors, LLC. Outside of advising, he is involved in insurance sales through various fixed companies under the private client group. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers a range of advisory programs, often leveraging third-party asset managers and emphasizing personalized client risk assessment and program matching.

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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Kristina G

ChFC®, Series 66, Series 63

Port St Lucie, FL

Equitable Advisors

Kristina Garrison is a financial advisor with Equitable Advisors, holding the ChFC® designation along with Series 66 and Series 63 licenses. She has 13 years of industry experience, previously working at American Portfolios Financial Services before joining Equitable Advisors in 2025. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and various asset-management programs. The firm utilizes a mix of proprietary and third-party advisory models 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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Angel B

Series 66

Port St Lucie, FL

Equitable Advisors

Angel Berlanga Rodriguez is a financial advisor at Equitable Advisors with four years of industry experience. He holds the Series 66 designation and previously worked with Saint Lucie County Schools, Chick-Fil-A, Village Green Elementary, and Payless Shoesource. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients, providing financial planning, retirement plan consulting, and various 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
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Evangeline B

Series 66

Port St Lucie, FL

Equitable Advisors

Evangeline Bruhn is a financial advisor with Equitable Advisors, holding a Series 66 designation and bringing 24 years of industry experience. She has been with Equitable Advisors since 2002 and also maintains a long-standing accounting practice through Evangeline Grissom Bruhn CPA Inc., where she serves as president. Additionally, she is involved as a board member of the Building Officials Association of the Treasure Coast. Equitable Advisors serves a broad client base including individuals, 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. The firm relies on third-party asset managers and advisory programs, providing a range of investment options 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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