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Brennen G

CFP®, Series 63, Series 66

Secaucus, NJ

Equitable Advisors

Brennen Gerhart is a CFP® professional with 14 years of industry experience, currently serving at Equitable Advisors. His prior roles include positions at Ceros Financial Services, AtCap Partners, Morgan Stanley Smith Barney, Morgan Stanley Private Bank, Bank of America, and Merrill. Outside of his advisory work, he is the owner of Gerhart Enterprises LLC, an entity established to manage business expenses. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of third-party advisory models and offers services through a network of Investment Adviser Representatives, focusing on personalized risk assessment and matching clients with appropriate 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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Kristen A

Series 66

Secaucus, NJ

Equitable Advisors

Kristen Auriemma is a financial advisor with Equitable Advisors holding a Series 66 designation and two years of industry experience. Prior to joining Equitable Advisors in 2024, she held positions at institutions including Steven's Institute of Technology and Landmark Properties. Outside of finance, her background includes work in the food service sector with The Empanada Shop and FM Cafe. Equitable Advisors serves a range of clients including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset-management programs. The firm’s approach integrates client risk assessment with program models and discretionary managers, 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 D

Series 66

Secaucus, NJ

Equitable Advisors

Christopher Diratsouian is a financial advisor at Equitable Advisors with eight years of industry experience. He holds the Series 66 designation and has worked at Equitable Advisors since 2018. Prior to that, he was employed by Axa Advisors, LLC, and he also worked at The College of New Jersey. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients with financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes a network of Investment Adviser Representatives to deliver services that include firm-offered and third-party advisory programs, focusing on personalizing investment models and 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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Sean G

Series 63, Series 66

Secaucus, NJ

Equitable Advisors

Sean Grimsland is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and seven years of industry experience. Prior to joining Equitable Advisors, he held various roles at Hofstra University, including positions in the Accounting Department and the Zarb School of Business Dean's Office. Equitable Advisors serves individual and institutional clients, providing financial planning, retirement plan consulting, and asset management programs. The firm offers a range of investment solutions through a network of representatives, utilizing third-party asset managers and sponsored 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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Austin C

Series 63, Series 66

Secaucus, NJ

Equitable Advisors

Austin Carruthers is a financial advisor at Equitable Advisors with two years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Equitable Advisors in 2023, he worked at Homeer and attended Texas Tech University. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm provides financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, using a range of proprietary and third-party advisory models.

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 W

Series 63, Series 66

Secaucus, NJ

Equitable Advisors

Michael Witsberger is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and having four years of industry experience. Before joining Equitable Advisors in 2021, he worked in various Broadway productions for six years. Outside of finance, he provides professional musician services as an independent contractor. 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 utilizing both firm-offered and third-party advisory models.

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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Justin C

Series 63, Series 66

Secaucus, NJ

Equitable Advisors

Justin Carlson is a financial advisor with Equitable Advisors in Secaucus, NJ, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has been with Equitable Advisors and its predecessor, AxA Advisors, since 2011. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients through a network of Investment Adviser Representatives. The firm offers financial planning, retirement plan consulting, and asset-management programs, utilizing a range of proprietary and third-party advisory models.

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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Jared C

Series 66

Secaucus, NJ

Equitable Advisors

Jared Craig is a financial advisor with Equitable Advisors holding a Series 66 designation and beginning his industry career in 2026. Prior to joining Equitable Advisors, his work experience includes roles at several country clubs and as a student at Penn State University. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, institutions, and charitable organizations. The firm uses a variety of advisory models and third-party programs to align investment strategies with client needs.

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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Ryan H

Series 66

Secaucus, NJ

Equitable Advisors

Ryan Hodgins is a financial advisor with Equitable Advisors holding a Series 66 designation and four years of industry experience. His prior roles include positions at Celebrate the Children and the University of New Haven. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, institutional clients, and charitable organizations. The firm emphasizes matching clients to program models or discretionary managers, utilizing a range of investment products and offering ERISA fiduciary services through its network of Investment Adviser 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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Vincent B

Series 66

Secaucus, NJ

Equitable Advisors

Vincent Badali is a financial advisor at Equitable Advisors with seven years of industry experience. He holds the Series 66 designation and has worked at Equitable Advisors since 2019, including a brief tenure at Axa Advisors. Prior to his advisory career, he was affiliated with Stevens Institute of Technology. Equitable Advisors serves individual and institutional clients, including retirement plans and charitable organizations, offering financial planning, retirement consulting, and asset-management programs. The firm leverages a network of Investment Adviser Representatives and third-party asset managers to deliver customized advisory solutions across various investment vehicles.

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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Matthew F

Series 63, Series 66

Secaucus, NJ

Equitable Advisors

Matthew Foster is a financial advisor with Equitable Advisors in Secaucus, NJ, holding Series 63 and Series 66 credentials and two years of industry experience. His prior work includes roles at Island Federal Credit Union and several short-term positions in various fields. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, including non‑HNW and high-net-worth clients, as well as pension plans, corporations, and charitable organizations. The firm uses a range of advisory models and third-party managers, offering access to mutual funds, ETFs, separately managed accounts, and selected 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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Cooper P

Series 66

Secaucus, NJ

Equitable Advisors

Cooper Pleva is a financial advisor at Equitable Advisors with one year of industry experience and holds a Series 66 designation. Prior to joining Equitable Advisors, he worked at Mountain Creek and Trek RetIl Corporation. Outside of his advisory role, Pleva volunteers as a coach with Gear in Action Racing, a nonprofit that assists children with transportation to mountain bike races. Equitable Advisors serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and 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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Francesco C

Series 63, Series 66

Secaucus, NJ

Equitable Advisors

Francesco Catalano is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses, and has five years of industry experience. He worked at Lazard for 13 years prior to joining Equitable Advisors in 2020. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. 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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Robert D

Series 63, Series 66

Secaucus, NJ

Equitable Advisors

Robert De George is a financial advisor with Equitable Advisors in Secaucus, NJ, holding Series 63 and Series 66 licenses and nine years of industry experience. He has been with Equitable Advisors since 2016 and previously worked at Axa Advisors, LLC. Equitable Advisors serves individuals across wealth levels, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party 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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James S

Series 66

Secaucus, NJ

Equitable Advisors

James Stanton is a financial advisor at Equitable Advisors with one year of industry experience. He holds the Series 66 designation. Prior to his current role, he has experience working at Ramapo College of New Jersey and New Balance North Jersey. 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 various asset-management programs, utilizing both proprietary and third-party 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 P

Series 66

Secaucus, NJ

Equitable Advisors

Christopher Parodi is a financial advisor with Equitable Advisors, holding a Series 66 designation and six years of industry experience. His prior roles include positions at AXA Advisors, Allied Wealth Partners/Securian Financial Services, Avid Budget Group Headquarters, and Fairleigh Dickinson University. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm provides financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary 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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Joseph K

Series 63, Series 66

Secaucus, NJ

Equitable Advisors

Joseph Kodetsky is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and six years of industry experience. He has worked at Equitable Advisors since 2020 and previously spent time at AXA Advisors and the University of Albany. Equitable Advisors serves individual investors, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. 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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Todd G

Series 63, Series 66

Secaucus, NJ

Equitable Advisors

Todd Gambal is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. His prior roles include positions at State Farm, ADM Information Services, Prudential Insurance Company of America, and Nomura Securities International. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and a variety of asset-management programs, utilizing both proprietary and third-party advisory models and providing ERISA fiduciary services through credentialed Investment Adviser 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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Konstantine S

Series 66

Secaucus, NJ

Equitable Advisors

Konstantine Stoupakis is a financial advisor at Equitable Advisors with one year of industry experience. He holds a Series 66 designation and has previously worked at TD Bank and Good Karma Brands. Equitable Advisors serves a broad client base that includes individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party 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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Cesar C

Series 63, Series 65

Secaucus, NJ

Equitable Advisors

Cesar Carreras Delgado is a financial advisor with Equitable Advisors in Secaucus, NJ, holding Series 63 and Series 65 licenses and four years of industry experience. He has worked at Equitable Advisors and its affiliated entities since 2020 and previously was employed by The Grove, Inc. from 2018 to 2021. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives and third-party program 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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Christopher C

Series 63, Series 65

Secaucus, NJ

Equitable Advisors

Christopher Cerniglia is a financial advisor with Equitable Advisors in Secaucus, NJ, holding Series 63 and Series 65 credentials and five years of industry experience. His work history includes roles at Nfp and teaching positions at Monmouth University and Nichols College. 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 a network of Investment Adviser Representatives and utilizes various third-party asset managers and 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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Philip N

Series 63, Series 65

Secaucus, NJ

Equitable Advisors

Philip Nuccetelli Sr. is a financial advisor with Equitable Advisors in Secaucus, NJ, holding Series 63 and Series 65 credentials and having 41 years of industry experience. He has worked with Equitable Advisors since 2008, following prior roles at Axa Advisors and Valic Financial Advisors. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and various asset-management programs. The firm emphasizes matching clients to program models or discretionary managers, utilizing a network of Investment Adviser Representatives and third-party asset managers for implementation.

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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Nicholas E

Series 66

Secaucus, NJ

Equitable Advisors

Nicholas Evanchik is a financial advisor with Equitable Advisors in Secaucus, NJ. He holds a Series 66 designation and has two years of industry experience. Prior to joining Equitable Advisors, his work history includes roles at Forsgate Country Club and Pools & Spas Services, Inc. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement 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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Nicholas D

Series 66

Secaucus, NJ

Equitable Advisors

Nicholas Deblase is a financial advisor with Equitable Advisors in Secaucus, NJ, holding a Series 66 designation and 18 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 2008. Equitable Advisors serves a broad 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 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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Jake S

Series 66

Secaucus, NJ

Equitable Advisors

Jake Spitaletta is a financial advisor at Equitable Advisors with one year of industry experience. He holds the Series 66 designation and has previously worked at Lola Products and the College of Charleston. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various 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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Braddan R

Series 66

Secaucus, NJ

Equitable Advisors

Braddan Rusu is a financial advisor at Equitable Advisors with one year of industry experience and holds a Series 66 designation. Prior to his advisory role, he worked at Absolutely Fish Inc. for four years and has concurrent experience in academic roles at Montclair State University and SUNY University of Albany. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients, providing financial planning, retirement plan consulting, and asset-management programs. The firm uses a range of advisory models implemented through third-party managers and offers ERISA fiduciary services to qualified plans.

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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Dylan A

Series 66

Secaucus, NJ

Equitable Advisors

Dylan Auriemma is a Series 66 licensed financial advisor with Equitable Advisors, bringing one year of industry experience. Prior to joining Equitable Advisors, he held positions in various industries including wellness, logistics, and food service. Outside of his advisory role, he is involved in creating and producing rock and roll acoustic guitar music through an independent streaming service. Equitable Advisors serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs. The firm employs a range of advisory models delivered through third-party managers and provides ERISA fiduciary services to qualified plans.

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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Justin O

Series 63, Series 66

Secaucus, NJ

Equitable Advisors

Justin Olaya is a financial advisor with Equitable Advisors in Secaucus, NJ, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior work includes roles at AXA Advisors, Philip Nuccetelli Jr, Capelli Sport, Eski Sports, and Ramapo College. He is also involved in property and casualty insurance sales. 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, utilizing third-party managers and a variety of investment products without sponsoring its own wrap fee program.

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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Matthew S

Series 63, Series 66

Secaucus, NJ

Equitable Advisors

Matthew Struckus is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Equitable Advisors, he worked at Novartis and held positions at the University of Scranton, Trump National Golf Club, and Bridgewater Raritan High School. Equitable Advisors serves a wide range of clients, including individual investors, 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 both proprietary and third-party investment 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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Xavier M

Series 66

Secaucus, NJ

Equitable Advisors

Xavier Matos is a financial advisor with Equitable Advisors, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Equitable Advisors, he worked at Pan Asia for four years and has experience in education, including roles at The College of New Jersey and Southern Regional High School. Equitable Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management through Investment Adviser Representatives and third-party program 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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Ryan T

Series 66

Secaucus, NJ

Equitable Advisors

Ryan Tuttle is a Series 66-licensed financial advisor at Equitable Advisors with one year of industry experience. His prior work includes roles at American International Group and The Cheesecake Factory, as well as positions during his time at The Pennsylvania State University and other businesses. Equitable Advisors serves individual clients, retirement plans, corporations, and charitable organizations by providing financial planning, retirement consulting, and various asset management programs. The firm uses a combination of proprietary and third-party investment solutions delivered through its network of Investment Adviser 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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Bradford G

Series 66

Secaucus, NJ

Equitable Advisors

Bradford Gooch 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 Windmill Health Products, Doctor's Best, Speedership, LLC, and The Vitamin Shoppe. He is currently involved with Speedership, LLC as an ongoing business activity. Equitable Advisors serves a wide range of clients, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs. The firm employs various advisory models and third-party managers to deliver investment solutions and ERISA fiduciary services to qualified plans.

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 C

Series 66

Secaucus, NJ

Equitable Advisors

Michael Crapser is a financial advisor with Equitable Advisors holding a Series 66 designation and has one year of industry experience. His prior work includes roles at the Ogdensburg Bridge and Port Authority, Brookside Flavors, Clarkson University, and United Parcel Service. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs through Investment Adviser Representatives and third-party asset 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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Joan E

Series 63, Series 66

Secaucus, NJ

Equitable Advisors

Joan Echeverry is a financial advisor at Equitable Advisors with Series 63 and Series 66 credentials and four years of industry experience. Prior to joining Equitable Advisors in 2021, she held positions at Rutgers Business School and Union County College. 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 through a network of Investment Adviser Representatives. The firm utilizes third-party asset managers and advisory programs, providing a range of investment options including 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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David D

Series 63, Series 66

Secaucus, NJ

Equitable Advisors

David Durcan is a financial advisor with Equitable Advisors in Secaucus, NJ. He holds Series 63 and Series 66 licenses and has two years of industry experience. Prior to joining Equitable Advisors, he was associated with the Maryland State Bar Association and has experience with organizations such as the Saltaire Yacht Club and The Apawamus Club. Equitable Advisors serves a diverse client base that includes individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm provides financial planning, retirement plan consulting, and asset-management services through a network of Investment Adviser Representatives and a variety of third-party and proprietary 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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John D

Series 63, Series 66

Secaucus, NJ

Equitable Advisors

John Dabonka is a financial advisor with Equitable Advisors in Secaucus, NJ, holding Series 63 and Series 66 licenses and having five years of industry experience. Prior to joining Equitable Advisors in 2022, he worked at ComputerShare N.A. for twelve years and held positions at Rutgers University, Walmart Stores, Inc., and Hudson County Community College. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a variety of advisory models and third-party program sponsors to deliver customized 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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Justin W

Series 63, Series 66

Secaucus, NJ

Equitable Advisors

Justin Weinberger is a financial advisor with Equitable Advisors in Secaucus, NJ, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Equitable Advisors, he held positions at the University of South Florida and Carmax. Equitable Advisors serves individual and institutional clients, providing financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives. The firm employs a risk-based approach to match clients with program models or discretionary managers, 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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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 introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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