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Carson C
Series 66
Rochester, NY
Equitable Advisors
Carson Crandall is a financial advisor with Equitable Advisors holding a Series 66 designation and currently based in Rochester, NY. He has recently entered the industry, joining Equitable Advisors in 2026 after roles in various sectors including education and local government. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.
Renee O
Series 66
Rochester, NY
Equitable Advisors
Renee Orlando is a financial advisor with Equitable Advisors in Rochester, NY, holding a Series 66 designation and eight years of industry experience. Her work history includes roles at Equitable Advisors, Thomas Tarkowski, AXA Advisors, ESL Federal Credit Union, and SUNY Geneseo. In addition to her advisory work, she serves as an employee financial planning assistant in Rochester. 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 uses a range of advisory models and third-party program sponsors to tailor solutions that include mutual funds, ETFs, separately managed accounts, and select alternative investments.
Richard C
Series 63, Series 66
Rochester, NY
Equitable Advisors
Richard Cantwell III is a financial advisor at Equitable Advisors in Rochester, NY, holding Series 63 and Series 66 licenses with three years of industry experience. His prior work includes roles at Rochester Regional Health, Brockport University, Wegmans, and McDonald's. He is currently associated with both Equitable Advisors and Wegmans. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives, utilizing a combination of firm programs and third-party managers to deliver customized investment solutions.
Heather B
Series 66
Rochester, NY
Equitable Advisors
Heather Barniak is a financial advisor with Equitable Advisors in Rochester, NY, holding the Series 66 designation and bringing 13 years of industry experience. She has worked with Equitable Advisors since 2012, including during its period as Axa Advisors, 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 asset-management programs delivered through Investment Adviser Representatives and third-party asset managers.
Koen G
Series 63, Series 65
Rochester, NY
Equitable Advisors
Koen Goorman is a financial advisor with Equitable Advisors in Rochester, NY, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. He serves as a board member of the Finance Council at the Church of the Transfiguration in Pittsford, NY. 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 utilizes a range of advisory programs and third-party asset managers, offering diversified investment options and ERISA fiduciary services.
Diana C
Series 66
Rochester, NY
Equitable Advisors
Diana Chowdhury is a financial advisor with Equitable Advisors in Rochester, NY. She holds a Series 66 designation and has one year of industry experience. Prior to joining Equitable Advisors, she held positions at The Source Fine Jewelers, Insperity, ADP, and Paychex. Equitable Advisors serves individual clients across various wealth levels, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers financial planning, retirement plan consulting, and asset-management programs, using a range of third-party managers and proprietary solutions.
Tyler F
Series 66
Rochester, NY
Equitable Advisors
Tyler Felder is a financial advisor at Equitable Advisors with three years of industry experience. He holds the Series 66 designation and has worked at Equitable Advisors since 2022. Prior to his current role, his work experience includes positions outside the financial industry, such as roles at LA Fitness and University of Rochester. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs. The firm delivers services through a network of Investment Adviser Representatives and utilizes a range of third-party asset management programs while providing fiduciary services to qualified plans.
Hyesung J
Series 66
Rochester, NY
Equitable Advisors
Hyesung Jang is a financial advisor at Equitable Advisors with a Series 66 designation and no prior industry experience. Before entering the financial sector, Jang worked at Door Dash and was involved with Passion Nails of Oneida LLC. Equitable Advisors serves a broad range of clients, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset-management programs. The firm utilizes a network of Investment Adviser Representatives and third-party asset managers to implement diversified investment strategies without sponsoring its own wrap fee program.
Killian M
Series 66
Rochester, NY
Equitable Advisors
Killian Mahoney is a financial advisor at Equitable Advisors with one year of industry experience. He holds the Series 66 credential and has a diverse background working in various roles across hospitality and education sectors before joining Equitable Advisors. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives. The firm utilizes a range of advisory models implemented by third-party sponsors and offers ERISA fiduciary services to qualified plans.
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