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Stephanie R
Series 63, Series 65
Syracuse, NY
Equitable Advisors
Stephanie Ruffo is a financial advisor with Equitable Advisors in Syracuse, NY, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. She has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 2003. Equitable Advisors serves individual clients across various wealth levels, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and asset management services. The firm utilizes a range of advisory models, including third-party programs and discretionary management options, and offers ERISA fiduciary services through credentialed representatives.
Robert H
Series 63, Series 65
Syracuse, NY
Equitable Advisors
Robert Hagen is a financial advisor with Equitable Advisors in Syracuse, NY, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Equitable Advisors and its predecessor, Axa Advisors, LLC, since 1999. Hagen serves as a board member of the Elsa and Peter Soderberg Charitable Foundation. Equitable Advisors provides financial planning, retirement consulting, and asset management services to individual clients, plans, corporations, and institutional clients. The firm offers a range of advisory programs primarily delivered through third-party asset managers and focuses on matching clients to suitable investment models based on risk tolerance and personal information.
Vincent B
Series 63, Series 65, Series 66
Syracuse, NY
Equitable Advisors
Vincent Beals is a financial advisor at Equitable Advisors with 23 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has been with Equitable Advisors and its predecessor, Axa Advisors, since 2003. Outside of his advisory work, he holds power of attorney for family members. Equitable Advisors serves a wide range of clients, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a combination of firm-offered programs and third-party asset managers.
Diane M
Series 66
Syracuse, NY
Equitable Advisors
Diane Mowry is a Series 66–licensed financial advisor with Equitable Advisors, where she has worked since 2009. She has 16 years of industry experience and previously worked with Axa Advisors. Outside of her advisory role, she volunteers with the American Heart Association and Zonta International’s Auburn Chapter. 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 both proprietary and third-party investment solutions.
Christopher D
Series 66
Syracuse, NY
Equitable Advisors
Christopher Donahue is a financial advisor with Equitable Advisors in Syracuse, NY, holding a Series 66 designation and 22 years of industry experience. He has worked at Equitable Advisors since 2004, including through its prior affiliation with Axa Advisors, LLC. 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 utilizes a range of advisory models and programs, combining third-party asset managers and proprietary solutions to meet client needs.
Alexandra C
Series 66
Syracuse, NY
Equitable Advisors
Alexandra Carbone is a financial advisor with Equitable Advisors in Syracuse, NY, holding a Series 66 license and one year of industry experience. Her prior roles include positions at Ascent Wealth Partners and multiple academic appointments. Outside of finance, she has worked at Harley Davidson of Utica and The Fitness Mill. Equitable Advisors serves individual, institutional, and charitable clients with financial planning, retirement plan consulting, and various asset-management programs. The firm uses a range of third-party advisory models and provides ERISA fiduciary services through credentialed representatives.
Kamille S
Series 66
Syracuse, NY
Equitable Advisors
Kamille Sorber is a financial advisor with Equitable Advisors, holding a Series 66 designation and 12 years of industry experience. She has been with Equitable Advisors since 2014, including time with its predecessor firm, AxA Advisors. Equitable Advisors serves individuals across a wide range of wealth levels, as well as 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 a variety of third-party advisory platforms and proprietary tools.
Deven C
Series 66
Syracuse, NY
Equitable Advisors
Deven Coleman is a financial advisor with Equitable Advisors, holding a Series 66 designation and two years of industry experience. Prior to joining Equitable Advisors, he was involved with 325 Productions, LLC for seven years. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm uses a variety of advisory models and offers both proprietary and third-party investment solutions.
Stephen W
Series 63, Series 65
Syracuse, NY
Equitable Advisors
Stephen Wisniewski is a financial advisor with Equitable Advisors in Syracuse, NY, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked at Equitable Advisors since 2011 and previously worked under the Axa Advisors name through 2020. Wisniewski serves as President and a board member of The Great Mexico Chamber of Commerce in Mexico, NY. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, charitable organizations, and other institutional clients. The firm uses a range of advisory models implemented through third-party managers and sponsor programs, delivering solutions that include mutual funds, ETFs, separately managed accounts, and select alternative investments.
Garry P
ChFC®, Series 63, Series 65
Syracuse, NY
Equitable Advisors
Garry Payne is a financial advisor with Equitable Advisors in Syracuse, NY, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 40 years of industry experience, including prior roles at LPL Financial, Community BANK, INVEST Financial Corporation, and Signator Investors. He serves on the Finance Committee and Board of Elmcrest Children Center and is a member of the Taishoff Center Advisory Council. 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 offers a variety of advisory programs through Investment Adviser Representatives and third-party sponsors, focusing on personalized investment strategies and ERISA fiduciary services.
Erin H
Series 66
Syracuse, NY
Equitable Advisors
Erin Hannan is a financial advisor with Equitable Advisors in Syracuse, NY, holding a Series 66 designation and three years of industry experience. Prior to joining Equitable Advisors, she worked at Knit Manufacturing Solutions and American Fashion Network. She also hosts a women's networking group focused on event planning and marketing. Equitable Advisors serves a broad range of clients including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm offers model portfolios, third-party advisory programs, and fiduciary services for qualified plans.
James C
Series 63, Series 65
Syracuse, NY
Equitable Advisors
James Coppola is a financial advisor with Equitable Advisors in Syracuse, NY, holding Series 63 and Series 65 licenses and having 38 years of industry experience. He has worked with Equitable Advisors since 1999 and previously with AXA Advisors, LLC. 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 utilizes a network of Investment Adviser Representatives and relies on third-party asset managers and advisory programs to deliver its services.
Christian T
Series 63, Series 65
Syracuse, NY
Equitable Advisors
Christian Tague is a financial advisor at Equitable Advisors with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at OSAIC and Securities America, Inc. Since 2019, he has also been involved with Song View Financial, a DBA related to his current firm. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives. The firm emphasizes matching clients to investment models or discretionary managers, utilizing third-party advisory programs alongside its own services.
John M
Series 63, Series 65
Syracuse, NY
Equitable Advisors
John Muckenfuss is an advisor at Equitable Advisors with Series 63 and Series 65 credentials and three years of industry experience. Prior to joining Equitable Advisors, he held positions in various sectors including technology and nonprofit work. Equitable Advisors serves individual clients ranging from non‑high-net-worth to high-net-worth, as well as pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management programs, utilizing both proprietary and third-party investment solutions.
Demetri P
Series 66
Syracuse, NY
Equitable Advisors
Demetri Pappa is a financial advisor at Equitable Advisors in Syracuse, NY, holding a Series 66 designation. He joined Equitable Advisors in 2025 and has prior experience in the U.S. Army from 2021 to 2025. 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 and partners with third-party asset managers and advisory platforms to deliver tailored investment solutions.
Michael F
Series 66
Syracuse, NY
Equitable Advisors
Michael Fasulo Jr. is a Series 66 licensed financial advisor with Equitable Advisors in Syracuse, NY, where he has worked for 20 years since 2006. Prior to this, he was associated with Axa Advisors, LLC for 14 years. Outside of his advisory role, he is an owner of BAMFFH, LLC in Manlius, NY. 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 programs. The firm’s approach involves assessing client risk tolerance and matching clients to program models or discretionary managers, utilizing both proprietary and third-party investment solutions.
Cameron H
Series 66
Syracuse, NY
Equitable Advisors
Cameron Hovater is a financial advisor at Equitable Advisors in Syracuse, NY, holding a Series 66 designation. He joined Equitable Advisors in 2026 and has previous experience working at Fastenal, Keuka College, Kless Myers Golf Management, Cazenovia College, and Luber Associates. 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 and third-party asset managers.
Alexander T
Series 66
Syracuse, NY
Equitable Advisors
Alexander Thrasher is a financial advisor with Equitable Advisors, holding a Series 66 designation and one year of industry experience. His prior work includes roles at VC Lawn and Snow and Mirabito Energy Products, among others, with a background spanning various sectors before joining the firm. Equitable Advisors serves individual clients—including both non-high-net-worth and high-net-worth individuals—as well as pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs through a network of investment adviser representatives and partnerships with third-party asset managers.
Michael S
Series 66
Syracuse, NY
Equitable Advisors
Michael Steele is a financial advisor with Equitable Advisors in Syracuse, NY. He holds a Series 66 credential and has one year of industry experience, including prior roles at Solvay Bank and various positions at Binghamton University and Christian Brothers Academy. Equitable Advisors serves a broad client base including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management services, utilizing both proprietary and third-party investment programs delivered through a large network of Investment Adviser Representatives.
Matthew S
Series 66
Syracuse, NY
Equitable Advisors
Matthew Smith is a financial advisor with Equitable Advisors in Syracuse, NY. He holds a Series 66 designation and has one year of industry experience. Prior to joining Equitable Advisors, he worked at Uber and Turo and has experience in real estate and various business roles. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a range of advisory models, including third-party asset managers and LPL-sponsored programs, without sponsoring its own wrap fee program.
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