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Scott J

Series 63, Series 66

Williamsville, NY

Equitable Advisors

Scott Jusiak is a financial advisor with Equitable Advisors in Williamsville, NY, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has been with Equitable Advisors since 2004 and served in the U.S. Air Force Reserve from 1992 to 2021. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a range of advisory models, including third-party programs and discretionary management, and offers 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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Jason B

Series 66

Williamsville, NY

Equitable Advisors

Jason Bridge is a financial advisor at Equitable Advisors with five years of industry experience and holds the Series 66 designation. Prior to joining Equitable Advisors in 2021, he worked for Upstate New York Transplant Services for sixteen years. 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 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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Linda B

Series 63, Series 65

Williamsville, NY

Equitable Advisors

Linda Banks is a financial advisor at Equitable Advisors with 22 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Equitable Advisors since 2011, previously working with Axa Advisors, LLC. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and various asset-management programs. The firm delivers services through a network of Investment Adviser Representatives and offers both proprietary programs and referrals to 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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Ryan H

Series 63, Series 66

Williamsville, NY

Equitable Advisors

Ryan Hanretty is a financial advisor with Equitable Advisors in Williamsville, NY, holding Series 63 and Series 66 credentials and 21 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 2005. 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, leveraging both 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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Morgan T

Series 66

Williamsville, NY

Equitable Advisors

Morgan Tanski is a financial advisor at Equitable Advisors with six years of industry experience and holds the Series 66 designation. Prior to joining Equitable Advisors in 2020, Morgan worked at Axa Advisors and has also held roles at Niagara University and the University of New Hampshire. Morgan serves as Treasurer of CEPA Gallery, providing consulting on balance sheets and assisting with fundraising efforts. 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 Investment Adviser Representatives, using a combination of 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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Nicholas W

Series 63, Series 65

Williamsville, NY

Equitable Advisors

Nicholas Wojnar is a financial advisor with Equitable Advisors in Williamsville, NY, holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked at Equitable Advisors since 2018 and was previously with Axa Advisors. 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 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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Andrew G

Series 63, Series 65

Williamsville, NY

Equitable Advisors

Andrew Gradolph is a financial advisor with Equitable Advisors in Williamsville, NY, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Equitable Advisors in 2023, he held various roles including positions at Buffalo State University and Gannon University. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations with financial planning, retirement consulting, and asset management programs. The firm’s approach involves matching clients to advisory models or discretionary managers, utilizing both proprietary and third-party solutions, including mutual funds, ETFs, separately managed accounts, and 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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Sarah C

Series 66

Williamsville, NY

Equitable Advisors

Sarah Cirillo is a financial advisor with Equitable Advisors holding a Series 66 credential and has two years of industry experience. Her background includes roles at Agricultural Products Extension LLC and Maxim Management Services, as well as operating Zoe Restaurant in 2023. 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 utilizes both proprietary and third-party advisory programs and offers fiduciary services to qualified plans 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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Ryan M

Series 63, Series 66

Williamsville, NY

Equitable Advisors

Ryan Matthews is a financial advisor with Equitable Advisors in Williamsville, NY, holding Series 63 and Series 66 licenses and eight years of industry experience. Prior to joining Equitable Advisors in 2018, he was with Axa Advisors, LLC for two years and attended the University of Pittsburgh from 2014 to 2018. Equitable Advisors serves individuals, pension plans, corporations, charitable organizations, and institutional clients by offering financial planning, retirement plan consulting, and various asset-management programs. The firm employs a range of advisory models, often implemented through third-party asset managers and advisory platforms, 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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Massimo C

Series 66

Williamsville, NY

Equitable Advisors

Massimo Cimato is a financial advisor at Equitable Advisors with one year of industry experience. Prior to joining Equitable Advisors, he worked at National Fuel Gas Corporation and Capital Abstract Company. He serves as a board member of the Buffalo Curling Club and is a Public Notary in Erie County. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm employs a range of advisory programs delivered through its network of Investment Adviser Representatives and partners with third-party asset managers and LPL-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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Donald H

Series 66

Williamsville, NY

Equitable Advisors

Donald Halicki is a financial advisor at Equitable Advisors with 24 years of industry experience. He holds a Series 66 designation and has worked at Equitable Advisors since 2002, including its predecessor firm Axa Advisors. Halicki serves as a board member on the West Seneca Schools Finance Academy advisory board. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm offers a range of investment programs and fiduciary services, 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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Melissa D

Series 63, Series 65

Williamsville, NY

Equitable Advisors

Melissa D'Agostino is a financial advisor at Equitable Advisors with 23 years of industry experience. She has held roles at Equitable Advisors since 2012 and previously worked at AXA Advisors, LLC. She holds the Series 63 and Series 65 licenses. 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. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing both proprietary and third-party investment solutions delivered through a broad 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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John H

Series 63, Series 65

Williamsville, NY

Equitable Advisors

John Hartman is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has worked with Equitable Advisors since 2011, following a tenure at AxA Advisors. Hartman serves as a board member of Urban Roots Garden Coop, a nonprofit organization based in Buffalo, NY. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services 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, utilizing a range of advisory models and third-party asset management 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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Braeden K

Series 66

Williamsville, NY

Equitable Advisors

Braeden Krzesinski is a financial advisor with Equitable Advisors holding a Series 66 credential and beginning his advisory career in 2026. His prior work experience includes roles at Leaf Filter, Dicks Sporting Goods, and Lawley Insurance, among others. 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 plan consulting, and a variety of 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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Trey S

Series 66

Williamsville, NY

Equitable Advisors

Trey Stayton is a financial advisor at Equitable Advisors with one year of industry experience and holds the Series 66 designation. His prior work includes roles at Roots Tree Service, the University of Buffalo, Wendy's, and Susquehanna Valley Junior & High School. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and various asset-management programs. The firm’s approach involves assessing client information and risk tolerance to match clients with program models or discretionary managers, utilizing a range 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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Casey N

Series 66

Williamsville, NY

Equitable Advisors

Casey Nuchereno is a financial advisor at Equitable Advisors with seven years of industry experience. He holds a Series 66 designation and previously worked at Axa Advisors, LLC. Equitable Advisors serves a broad 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 through a network of Investment Adviser Representatives, utilizing both proprietary and third-party managed 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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Eric M

Series 66

Williamsville, NY

Equitable Advisors

Eric Mckenrick is a financial advisor with Equitable Advisors in Williamsville, NY, holding a Series 66 designation and 17 years of industry experience. He has worked with Equitable Advisors since 2009 and previously with Axa Advisors, LLC from 2009 to 2020. Equitable Advisors serves a wide 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 delivered 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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Ryan T

Series 66

Williamsville, NY

Equitable Advisors

Ryan Timmons is a financial advisor with Equitable Advisors, holding a Series 66 credential and 19 years of industry experience. He has worked with Equitable Advisors since 2007, including time at Axa Advisors, LLC. Outside of his advisory work, he manages a vacation rental property in Buffalo, NY. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and nonprofit organizations. The firm offers financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives and utilizes 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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Charles H

Series 66

Williamsville, NY

Equitable Advisors

Charles Harmon is a financial advisor at Equitable Advisors with a Series 66 designation and no prior industry experience. His work history includes roles at Door Dash, Baillie Lumber, and University of Buffalo among others. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a broad network of advisers 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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Austin K

CFP®, Series 66

Williamsville, NY

Equitable Advisors

Austin Kelly is a CFP® professional with 20 years of industry experience, currently serving as an advisor at Equitable Advisors since 2006. He previously worked at Milestone Wealth, LLC for one year and at Axa Advisors, LLC for 14 years. Outside of advisory work, he is the sole member of CLB, LLC, an administrative and property management business, and is involved with The BlackOak Group, LLC, which includes activities approved for selling fixed insurance outside the Equitable Network. 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.

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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