Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
John D
Series 66
Syracuse, NY
Equitable Advisors
John Dziura is a financial advisor with Equitable Advisors in Syracuse, NY, holding a Series 66 designation and four years of industry experience. Prior to joining Equitable Advisors in 2021, he worked with In the Market Mentors and SUNY Oswego. 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 roster 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.
David R
Series 66
Syracuse, NY
Equitable Advisors
David Rebeor is a financial advisor at Equitable Advisors with six years of industry experience. He holds the Series 66 designation and has previously worked at Walmart and SUNY Oswego. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, 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, partnering with LPL-sponsored programs and endorsed third-party managers to provide advisory and brokerage solutions.
Lisa V
Series 63, Series 65
Syracuse, NY
Equitable Advisors
Lisa Vanzandt is a financial advisor with Equitable Advisors in Fayetteville, NY, holding Series 63 and Series 65 licenses and possessing 24 years of industry experience. She has been with Equitable Advisors since 2003 and previously worked with 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 multiple third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.
Matthew T
Series 63, Series 65
Syracuse, NY
Equitable Advisors
Matthew Turner is a financial advisor at Equitable Advisors with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Equitable Advisors since 2013, including prior tenure at AxA Advisors. 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 employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels tailored through a client intake process that assesses goals, risk tolerance, and time horizon.
Geoffrey I
Series 66
Syracuse, NY
Equitable Advisors
Geoffrey Irving is a financial advisor at Equitable Advisors with six years of industry experience. He holds a Series 66 designation and has worked at Equitable Advisors and its predecessor firms since 2015. Outside of finance, he is a partner and President of Operations at American Made Games Inc., a company that fabricates wooden lawn games. 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 channels to implement client recommendations.
Michael P
Series 63, Series 65
Syracuse, NY
Equitable Advisors
Michael Pocyntyluk is a financial advisor with Equitable Advisors in Syracuse, NY, holding Series 63 and Series 65 credentials and nine years of industry experience. He has been with Equitable Advisors and its predecessor entities since 2017. Outside of his advisory work, he contributes as a Twitch streamer focused on video game content. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charitable organizations, and institutions. The firm provides financial planning, insurance distribution, broker-dealer services, and access to third-party asset management programs through a dual-registered SEC investment adviser and broker-dealer model.
David B
Series 66
Syracuse, NY
Equitable Advisors
David Becker is a Series 66-licensed advisor with Equitable Advisors in Syracuse, NY, beginning his financial services career in 2025. Prior to joining Equitable Advisors, he held various roles including positions at AmeriCU, Legends Sales Marketing LLC., and the Syracuse Stallions. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by providing financial planning, brokerage, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, relying heavily on LPL-sponsored programs and third-party managers to deliver advisory and brokerage solutions.
Avis H
Series 66
Syracuse, NY
Equitable Advisors
Avis Hill is a financial advisor with Equitable Advisors in Syracuse, NY, holding the Series 66 designation and 25 years of industry experience. He has been with Equitable Advisors since 2005, previously affiliated with Axa Advisors, LLC for 15 years. Equitable Advisors serves individual investors, retirement plan sponsors and participants, 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, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.
Justin W
Series 63, Series 65
Syracuse, NY
Equitable Advisors
Justin Webb is a financial advisor at Equitable Advisors with eight years of industry experience. He has been with Equitable and its affiliated entities since 2017. Outside of his advisory role, Webb participates in freelance work through Amazon Mechanical Turk, engaging in tasks such as survey work and editing. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management via LPL programs and third-party managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage services to tailor solutions based on clients’ goals, risk tolerance, and time horizon.
Vincent M
Series 66
Syracuse, NY
Equitable Advisors
Vincent Mikula is a financial advisor at Equitable Advisors with three years of industry experience. He holds a Series 66 designation and has worked in various roles, including positions outside finance such as at Olive Garden and in education-related settings. 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, combining advisory and brokerage/insurance channels to tailor services based on client goals and risk tolerance.
Brandon S
Series 66
Syracuse, NY
Equitable Advisors
Brandon Smith is a financial advisor with Equitable Advisors in Syracuse, NY, holding a Series 66 designation and 13 years of industry experience. He has worked at Equitable Advisors since 2013, including prior affiliation with Axa Advisors. Outside of finance, Brandon is involved in freelance writing and music production, including songwriting and creating branded apparel for his band. 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, with a focus on LPL-sponsored programs and a mix of discretionary and non-discretionary asset management.
James C
Series 66
Syracuse, NY
Equitable Advisors
James Cotter is a financial advisor with Equitable Advisors in Syracuse, NY, holding a Series 66 designation and 21 years of industry experience. He has been with Equitable Advisors since 2013 and previously worked at 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 third-party asset managers. The firm uses a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.
Stephanie C
Series 66
Syracuse, NY
Equitable Advisors
Stephanie Chang is a financial advisor with Equitable Advisors in Syracuse, NY, holding a Series 66 designation and 12 years of industry experience. She has been with Equitable Advisors since 2013 and previously worked at 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 third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance services tailored to clients’ goals, risk tolerance, and time horizons.
Ryan M
Series 66
Syracuse, NY
Equitable Advisors
Ryan Mirisoloff is a financial advisor with Equitable Advisors in Syracuse, NY, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at M&T Securities and AXA Advisors. Outside of his advisory work, he owns Print Rat, a screenprinting and sales business. 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 third-party managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage channels to meet client needs.
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