Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Seong H
Series 63, Series 65
Saddle Brook, NJ
Equitable Advisors
Seong Hahn is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. Prior to joining Equitable Advisors in 2023, he worked at PNC Investments for 19 years. Outside of his advisory role, he owns a home care service business in Westwood, NJ. 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 a variety of third-party managers. The firm operates a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.
Joseph S
Series 63, Series 65
Saddle Brook, NJ
Equitable Advisors
Joseph Saccomanno is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and having 17 years of industry experience. He has been with Equitable Advisors, including its prior iteration as AXA Advisors, since 2009. Equitable Advisors serves a diverse client base including 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 as both an SEC-registered investment adviser and broker-dealer.
Mirella A
Series 66
Saddle Brook, NJ
Equitable Advisors
Mirella Arias Soto is a financial advisor at Equitable Advisors with five years of industry experience. She holds a Series 66 designation and has worked previously at MML Investors Services, MassMutual, William Paterson University, and Sax LLP. Outside of her advisory role, she serves as Vice President of Membership for Prospanica NJ. 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, utilizing a model that heavily involves LPL-sponsored programs and third-party managers to deliver advisory and brokerage solutions.
Edgar L
Series 66
Saddle Brook, NJ
Equitable Advisors
Edgar Lee is a financial advisor with Equitable Advisors, holding a Series 66 designation and 19 years of industry experience. He has been with Equitable Advisors since 2006 and previously worked at Axa Advisors, LLC until 2020. Outside of his advisory role, Lee is involved in healthcare-related business activities, including work with a general agency for health care and insurance brokerage. 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 managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage channels tailored to client goals and risk tolerance.
Jongwook K
Series 63, Series 65
Saddle Brook, NJ
Equitable Advisors
Jongwook Kim is a financial advisor at Equitable Advisors with 27 years of industry experience. He has been with Equitable Advisors since 1999, including its predecessor firm AXA Advisors, LLC. He holds Series 63 and Series 65 licenses. 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, combining advisory and brokerage channels to tailor services based on clients’ goals, risk tolerance, and time horizon.
Jutta K
Series 65, Series 66
Saddle Brook, NJ
Equitable Advisors
Jutta Kaiser is a financial advisor with Equitable Advisors, holding Series 65 and Series 66 licenses and bringing 26 years of industry experience. She has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 2001. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, 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 broker-dealer, leveraging program sponsors and third-party managers to deliver advisory and brokerage solutions.
Hyungku H
Series 63, Series 65
Saddle Brook, NJ
Equitable Advisors
Hyungku Her is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and having 26 years of industry experience. He has been with Equitable Advisors since 2001, including time at AXA Advisors, LLC. Outside of his advisory role, he is involved in other insurance-related business 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 through LPL programs and third-party asset managers. The firm operates a hybrid advisory and brokerage model, tailoring services through a documented client intake process and offering both discretionary and non-discretionary investment management.
Sung C
Series 63, Series 65
Saddle Brook, NJ
Equitable Advisors
Sung Cho is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has been with Equitable Advisors since 1999, previously affiliated with AXA Advisors, LLC during overlapping years. His other business activities include involvement with health insurance entities such as Oxford Health Blue Cross Blue Shield and United Health. 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 services to tailor solutions based on client goals, risk tolerance, and time horizon.
Michael B
Series 63, Series 65
Saddle Brook, NJ
Equitable Advisors
Michael Buccolo is a financial advisor with Equitable Advisors in Charleston, SC, holding Series 63 and Series 65 licenses and 35 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. 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 advisory and brokerage/insurance channels tailored to client goals, risk tolerance, and time horizon.
Terrence K
Series 63, Series 66
Saddle Brook, NJ
Equitable Advisors
Terrence Klein is a financial advisor with Equitable Advisors in Ridgewood, NJ, holding Series 63 and Series 66 licenses and having 11 years of industry experience. He has been with Equitable Advisors since 2014, including time when the firm operated as AXA Advisors, LLC. 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 uses a client intake process to tailor services based on goals, risk tolerance, and time horizon, and operates a hybrid referral and implementation model that leverages external program sponsors and allows certain advisors to act as portfolio strategists.
Eric S
Series 66
Saddle Brook, NJ
Equitable Advisors
Eric Schwartz is a financial advisor with Equitable Advisors, holding a Series 66 designation and 23 years of industry experience. He has been with Equitable Advisors since 2002 and previously worked at Axa Advisors, LLC. Outside of his advisory role, he has been involved with UAAD Hanabonim of Queens for 25 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 a range of third-party managers. The firm employs a hybrid referral and implementation model, utilizing external platforms such as LPL and TAMPs to deliver advisory and brokerage services.
Hugo C
Series 63, Series 65
Saddle Brook, NJ
Equitable Advisors
Hugo Carvajal is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and 17 years of industry experience. He previously worked at MML Investor Services and MassMutual from 2008 to 2024. Outside of his advisory role, Carvajal serves as an officer for St. Michael's Basketball Association and Letip of Clifton, and he owns The Gemini and Scorpio Group LLC. 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, offering both advisory and brokerage/insurance channels to implement client recommendations.
Christopher H
Series 66
Saddle Brook, NJ
Equitable Advisors
Christopher Hormaza is a financial advisor with Equitable Advisors, holding a Series 66 designation and one year of experience with the firm. His prior work history includes roles at Blinds To Go, AT&T, and T-Mobile. Equitable Advisors serves a diverse range of clients, including individual, high-net-worth, retirement plan, corporate, charitable, and institutional investors. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating through LPL-sponsored programs and multiple endorsed third-party managers.
James Z
Series 66
Saddle Brook, NJ
Equitable Advisors
James Zimmermann is a financial advisor with Equitable Advisors in New York, NY, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Equitable Advisors, he worked at Edward Jones and operated a law office under his own name. Outside of finance, he has worked as a delivery driver for InstaCart. 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 and offers both advisory and brokerage/insurance channels to implement client recommendations.
Arnaz M
Series 63, Series 65
Saddle Brook, NJ
Equitable Advisors
Arnaz Maneckshana is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked at Equitable Advisors since 1999, including its predecessor AXA Advisors, LLC. His other business activity includes an outside insurance contract. 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.
Robert S
Series 66
Saddle Brook, NJ
Equitable Advisors
Robert Singley III is a financial advisor at Equitable Advisors with a Series 66 designation. He has been with Equitable Advisors since 2025. Prior to his current role, he held positions at BSI Group and PAL Environmental Safety Corp, and worked in education at Rowan University and Morris Knolls High School. 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 managers. The firm utilizes a hybrid referral and implementation model and offers both advisory and brokerage/insurance services.
Hristos G
Series 66
Saddle Brook, NJ
Equitable Advisors
Hristos Gallios is a financial advisor with Equitable Advisors, holding a Series 66 designation and 11 years of industry experience. He has been with Equitable Advisors since 2015 and previously worked at AXA Advisors, LLC. 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, providing both advisory and brokerage/insurance services tailored to client goals, risk tolerance, and time horizon.
Philip T
Series 63, Series 65
Saddle Brook, NJ
Equitable Advisors
Philip Thampan is a financial advisor at Equitable Advisors with 34 years of industry experience. He has been with Equitable Advisors since 1999, including its predecessor AXA Advisors, LLC, where he worked for 21 years. He holds Series 63 and Series 65 licenses. 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.
Joseph Y
Series 63, Series 65
Saddle Brook, NJ
Equitable Advisors
Joseph Yeboah is a financial advisor at Equitable Advisors with 36 years of industry experience. He has held his current role since 1999 and previously worked at AXA Advisors, LLC. Yeboah is a co-founder and president of the Afra Yeboah Foundation. 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 includes advisory and brokerage channels tailored to client goals and risk tolerance.
Danielle R
Series 66
Saddle Brook, NJ
Equitable Advisors
Danielle Rappa is a financial advisor with Equitable Advisors and holds a Series 66 designation. She joined the firm in 2025 and has no prior industry experience. Her background includes roles outside of finance, such as positions at Burlington Stores and Victoria's Secret. 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 operates a hybrid referral and implementation model that utilizes multiple advisory platforms and offers both discretionary and non-discretionary investment services.
Mahesh M
Series 66
Saddle Brook, NJ
Equitable Advisors
Mahesh Melwani is a financial advisor with Equitable Advisors, holding a Series 66 designation and 23 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked with AXA Advisors. Outside of his advisory role, he is involved in health insurance through Emerson Reid Disability Insurance Services. 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 implement client recommendations.
John A
Series 66
Saddle Brook, NJ
Equitable Advisors
John Algarin is a financial advisor with Equitable Advisors, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Pinnacle Risk Solutions and Ray Catena Porsche. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, retirement plans, 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 and utilizes a range of sponsored programs and endorsed wrap-fee structures to deliver its services.
James L
Series 63, Series 65
Saddle Brook, NJ
Equitable Advisors
James Lee is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Equitable Advisors since 1999, previously associated with AXA Advisors, LLC. 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 broad range of third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.
Justin H
Series 66
Saddle Brook, NJ
Equitable Advisors
Justin Hamacher is a financial advisor with Equitable Advisors, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Equitable Advisors, he worked in various roles including positions at Factory Direct Enterprises d.b.a. Ashley Homestore. 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 utilizes a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.
Jonathan M
Series 66
Saddle Brook, NJ
Equitable Advisors
Jonathan Marciani is a Series 66-credentialed financial advisor at Equitable Advisors with three years of industry experience. He has been self-employed as a personal trainer at VOLT Fitness since 2008. 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 various third-party programs. The firm uses a hybrid referral and implementation model combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.
Henry K
Series 63, Series 65
Saddle Brook, NJ
Equitable Advisors
Henry Kahng is a financial advisor at Equitable Advisors with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Equitable Advisors since 2006, following his tenure at AXA Advisors, LLC. 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, tailoring services based on client goals, risk tolerance, and time horizon.
Kenneth T
CFP®, Series 63, Series 66
Saddle Brook, NJ
Equitable Advisors
Kenneth Traficante is a CFP® with 33 years of industry experience, currently with Equitable Advisors since 1999. He previously worked at Axa Advisors, LLC, overlapping with his tenure at Equitable. Outside of his advisory work, he is involved in business-to-business networking through BNI and has roles as a power of attorney for his parents and executor of his mother’s estate. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, 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, combining advisory and brokerage channels tailored to client goals and risk tolerance.
Dong Wook H
Series 63, Series 65, Series 66
Saddle Brook, NJ
Equitable Advisors
Dong Wook Han is a financial advisor at Equitable Advisors with 20 years of industry experience. He has held Series 63, 65, and 66 licenses and has been with Equitable Advisors since 2009, previously working at AXA Advisors. Outside of his advisory role, he is involved in industrial fabric sales through E-GLOBAL BRIDGE INC and works as a real estate agent. Equitable Advisors serves a broad client base including individual investors, retirement plan sponsors, corporations, and charitable organizations, offering financial planning and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, providing both advisory and brokerage services tailored to client goals and risk tolerance.
Christian C
Series 66
Saddle Brook, NJ
Equitable Advisors
Christian Carbajal is a Series 66-licensed advisor at Equitable Advisors with one year of industry experience. Prior to joining Equitable Advisors, he held positions at various companies including Kroll Restructuring Company and Blooming Brands Inc./Bone Fish Grill. Outside of financial advising, he has worked in the hospitality sector. 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 as both an SEC-registered investment adviser and broker-dealer.
Michael C
Series 63, Series 65
Saddle Brook, NJ
Equitable Advisors
Michael Castellano is a financial advisor with Equitable Advisors in Wayne, NJ, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. He has been with Equitable Advisors since 2014 and previously worked at Axa Advisors, LLC. Castellano is also involved with FNA Insurance Services, Inc., a general health insurance agency operating as Blue Cove Capital. 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/insurance channels to tailor services based on client goals, risk tolerance, and time horizon.
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.
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 referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
Find a financial advisor
Based on your filters