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Emmanuel K

Series 66

Stamford, CT

Equitable Advisors

Emmanuel Kouzelis is a financial advisor with Equitable Advisors in Stamford, CT, holding a Series 66 designation and nine years of industry experience. He has worked at Equitable Advisors since 2017, including time when the firm operated as Axa Advisors, LLC. Kouzelis also operates a sole proprietorship under his name. Equitable Advisors serves a diverse client base including individual investors across wealth levels, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives, using a combination of firm-offered programs 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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Jack M

Series 66

Stamford, CT

Equitable Advisors

Jack Mullen is a financial advisor with Equitable Advisors in Stamford, CT. He holds a Series 66 designation and began his career in the industry in 2026. Prior to joining Equitable Advisors, his background includes roles in education and beverage distribution. Equitable Advisors serves individuals across wealth levels, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm provides financial planning, retirement consulting, and asset management programs, utilizing a variety of investment models implemented through third-party managers and affiliated 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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Christopher B

Series 66

Stamford, CT

Equitable Advisors

Christopher Brockett is a Series 66-licensed advisor at Equitable Advisors with seven years of experience in the financial services industry. Prior to joining Equitable Advisors, he worked at the University of New Haven and Lowe's Home Improvement. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm delivers its services through a network of Investment Adviser Representatives and offers 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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Lloyd M

Series 63, Series 65

Stamford, CT

Equitable Advisors

Lloyd Mcclean is a financial advisor with Equitable Advisors in Stamford, CT, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked at Equitable Advisors since 2012 and formerly was associated with AXA Advisors, LLC. Outside of financial advising, he is president of Moses McClean Productions, LLC, a music services company. 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 a variety of advisory models 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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Joseph M

Series 63, Series 65

Stamford, CT

Equitable Advisors

Joseph Miller III is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and over 38 years of industry experience. He has been with Equitable Advisors since 1999, including its predecessor Axa Advisors, and has roles outside of advisory work including serving as a trustee and power of attorney for a trust, acting as a general agent for Transamerica, and holding shareholder and LLC memberships related to insurance and leasing businesses. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a network of investment adviser representatives and offers a range of advisory models primarily through third-party sponsors, with a focus on matching clients to investment programs based on risk tolerance and personal information.

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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Emilio P

Series 63, Series 65

Stamford, CT

Equitable Advisors

Emilio Paoloni is a financial advisor at Equitable Advisors with 39 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked at AXA Advisors. In addition to his advisory role, he operates a side business selling group medical insurance and individual disability income insurance. 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 various asset management programs, 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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Nicholas S

Series 63, Series 65

Stamford, CT

Equitable Advisors

Nicholas Stamatellos is a financial advisor with Equitable Advisors in Stamford, CT, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked with Equitable Advisors since 2010, following prior experience at Axa Advisors and Waddell & Reed. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs delivered through a network of 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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Christian M

Series 66

Stamford, CT

Equitable Advisors

Christian Montuori is a financial advisor with Equitable Advisors, holding a Series 66 designation and beginning his advisory career in 2025. His prior work includes positions with New Canaan Group and involvement with community organizations such as the Smithfield RI YMCA and Westport Weston Family YMCA. Equitable Advisors serves a broad client base including individuals, pension 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.

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 A

Series 63, Series 65

Stamford, CT

Equitable Advisors

John Altier is a financial advisor with Equitable Advisors in Stamford, CT, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at Cantor Fitzgerald & Co and Axa Advisors, Llc. 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 programs. The firm emphasizes personalized risk assessment and matches clients with a range of advisory models 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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Christina D

Series 63, Series 66

Stamford, CT

Equitable Advisors

Christina Dejesus is a financial advisor with Equitable Advisors in Stamford, CT, holding Series 63 and Series 66 licenses and nine years of industry experience. Her prior roles include positions at JP Morgan Securities LLC and AXA Advisors. Outside of her advisory work, she is the owner and founder of PART OF THE CHANGE, an LLC that provides workshops on art, financial literacy, and life skills training to at-risk youth in detention and community centers. 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 through a network of Investment Adviser Representatives and partnerships with 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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Frank D

Series 63, Series 66

Stamford, CT

Equitable Advisors

Frank Defrancesco is a financial advisor at Equitable Advisors in Stamford, CT, holding Series 63 and Series 66 licenses with 26 years of industry experience. He has worked at Equitable Advisors since 2000, including its predecessor firm Axa Advisors. Outside of advising, he is co-owner of Seminar Ed Solutions LLC, where he serves as a presenter and co-content creator for literacy presentations. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm’s approach includes evaluating client risk tolerance to match them with investment program models or discretionary managers, 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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Benjamin G

Series 66

Stamford, CT

Equitable Advisors

Benjamin Gotfried is a Series 66-licensed financial advisor at Equitable Advisors with 16 years of industry experience. He has been with Equitable Advisors since 2010 and previously worked at Axa Advisors. Outside of his advisory role, he serves on the board of several family-owned and other private companies, including Aries Investment Ltd., where he provides occasional business consultation. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients, offering financial planning, retirement plan consulting, and asset management programs through a broad network of Investment Adviser Representatives. The firm’s investment approach involves matching clients to program models or discretionary managers and utilizes a variety of 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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Thomas U

Series 66

Stamford, CT

Equitable Advisors

Thomas Urda is a financial advisor with Equitable Advisors in Stamford, CT, holding a Series 66 designation and 18 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors LLC, since 2008. 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 various asset-management programs. The firm uses a range of advisory models, including third-party TAMPs and proprietary programs, and provides ERISA fiduciary services through credentialed advisors.

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 S

Series 63, Series 65

Stamford, CT

Equitable Advisors

Joseph Scappatura is a financial advisor at Equitable Advisors with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Equitable Advisors since 2010, following a prior affiliation with Axa Advisors. Equitable Advisors serves individual clients, 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 a combination 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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Andrew T

Series 66

Stamford, CT

Equitable Advisors

Andrew Tucker is a financial advisor with Equitable Advisors in Stamford, CT. He holds a Series 66 designation and joined the firm in 2026. Prior to his advisory role, his work experience includes positions at Ameriprise Financial, Vail Resorts Incorporation, Home Depot, and several hospitality establishments. Equitable Advisors serves individuals across various wealth levels, pension and profit-sharing plans, corporations, and nonprofit organizations, providing financial planning, retirement consulting, and asset management services through a network of Investment Adviser Representatives and a mix of proprietary and third-party 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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Scott C

Series 63, Series 65

Stamford, CT

Equitable Advisors

Scott Cunningham is a financial advisor with Equitable Advisors in Stamford, CT, holding Series 63 and Series 65 credentials and four years of industry experience. His prior work includes roles at Broadridge Financial Solutions and Flyaway Creative LLC. Outside of advisory work, he is involved with Julia Valler Event Staffing. Equitable Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs through a network of 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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David C

Series 66

Stamford, CT

Equitable Advisors

David Casciari is a financial advisor at Equitable Advisors in Stamford, CT, holding a Series 66 designation with 10 years of industry experience. He has been with Equitable Advisors and its predecessor firms since 2012. Outside of his advisory work, he sells sports cards from his personal collection on platforms such as Whatnot and eBay. Equitable Advisors serves a broad range of clients including individuals, retirement plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of investment adviser representatives. The firm utilizes a variety of advisory programs and third-party asset managers, focusing on tailoring solutions based on client information and risk tolerance.

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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Connor U

Series 63, Series 66

Stamford, CT

Equitable Advisors

Connor Urdahl is a financial advisor at Equitable Advisors with five years of industry experience. He holds Series 63 and Series 66 licenses. His prior roles include positions at Equitable Advisors and experience working at the University of Minnesota and Almost Family. 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 various asset-management programs through a network of Investment Adviser Representatives. The firm emphasizes matching clients to program models or discretionary managers, utilizing 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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Bennett P

CFP®, Series 66

Stamford, CT

Equitable Advisors

Bennett Pardue is a CFP® professional with 19 years of experience in the financial industry, currently with Equitable Advisors since 2007. He previously worked at Axa Advisors, LLC for 13 years. He serves as Treasurer for the WGC Community Foundation, a nonprofit organization. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of advisory models and third-party asset managers, offering solutions 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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Vincent B

Series 63, Series 65

Stamford, CT

Equitable Advisors

Vincent Barbetta is a financial advisor with Equitable Advisors in Stamford, CT, holding Series 63 and Series 65 credentials and bringing 56 years of industry experience. He has been with Equitable Advisors since 1999, including its predecessor Axa Advisors. Outside of his advisory work, he serves on the board and executive committee of the Connecticut Cancer Partnership and participates on the American Cancer Society’s National Board Nominating Committee. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of advisory programs, including third-party asset managers and LPL-sponsored platforms, to match clients with investment solutions suitable to their 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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David W

Series 66

Stamford, CT

Equitable Advisors

David Wurf is a financial advisor with Equitable Advisors, holding a Series 66 designation and 23 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 2003. He also maintains outside insurance business appointments. Equitable Advisors serves a diverse client base, including individuals, retirement plans, corporations, and charitable organizations, offering financial planning and a variety of asset-management programs. The firm employs a model-based approach to match clients with suitable investment strategies, working with third-party asset managers and providing 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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Bradley T

CFA®, Series 66

Stamford, CT

Equitable Advisors

Bradley Thompson is a CFA® charterholder and holds a Series 66 license with nine years of industry experience. He is currently with Equitable Advisors and has previously worked at Wells Fargo and Raymond James. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes a variety of advisory models and third-party managers to deliver its services, 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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