Adam Burke is a financial advisor at Equitable Advisors with Series 63 and Series 65 credentials. He joined the firm in 2026 and has no prior industry experience. His background includes work and study at the University at Buffalo, as well as roles in various service and educational positions. 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’s approach involves assessing client information and risk tolerance to match clients with program models or discretionary managers, utilizing both proprietary and third-party asset management solutions.

Lauren Montante is a financial advisor at Equitable Advisors with Series 63 and Series 66 credentials and four years of industry experience. She has worked at Equitable Advisors since 2015. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and a variety of asset management programs. The firm employs a model-based approach that incorporates third-party asset managers and advisory programs, with offerings spanning mutual funds, ETFs, separately managed accounts, and select alternative investments.

Dominick Frustaci is a financial advisor with Equitable Advisors, holding a Series 66 license and two years of industry experience. He has worked as a consultant for several firms, including Shatkin FIRST, Gerson Lehman Group, Third Bridge, and Guidepoint. Outside of advisory roles, he is a partner in Tee It Up Retreat, LLC. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, institutional clients, and charitable organizations. The firm offers a range of advisory programs and works with third-party asset managers to implement client investment strategies.

Joseph Berst is a financial advisor with Equitable Advisors in Williamsville, NY, holding a Series 66 designation and six years of industry experience. Prior to joining Equitable Advisors in 2020, he served in the United States Army from 2016 to 2019. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm offers advisory programs primarily through third-party managers and focuses on matching clients to investment models based on their risk tolerance and personal information.

Joan Fisher is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. Her prior work includes 16 years at Key Bank and a brief tenure at Axa Advisors. She serves as a board member of the Glenwood Acres Ski Club. Equitable Advisors provides financial planning, retirement consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm uses a range of advisory models and third-party asset managers, focusing on personalized client assessments and offering diverse investment options including mutual funds, ETFs, and alternative investments.

Nathan Guldin is a financial advisor with Equitable Advisors, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors in 2025, he worked in various roles including positions at the University of Buffalo and G D Wendt Builders. He is also the owner of Nates Premium Firewood, LLC, a business unrelated to investments. Equitable Advisors serves individuals across a range of wealth levels, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and diverse asset-management programs through a network of Investment Adviser Representatives, with investment solutions that include third-party asset managers and advisory programs.

Cody Williams is a financial advisor at Equitable Advisors with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Equitable Advisors since 2009, including its prior affiliation with Axa Advisors, LLC. Outside of his advisory role, he serves as a board member for the Orchard Park Academy of Finance. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, charitable organizations, and institutional clients. The firm’s approach involves risk assessment and matching clients to various advisory programs, utilizing both proprietary and third-party asset management solutions.

Anthony Di Pasquale is a financial advisor with Equitable Advisors in Williamsville, NY, holding a Series 66 designation and three years of industry experience. Prior to his advisory role, he worked in various positions including at Blaze Pizza, Amazon Warehouse, BJ’s Wholesale Club, Towne Cleaners, and Williamsville East High School. 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 investment solutions through a network of Investment Adviser Representatives.

Joseph Lane is a financial advisor with Equitable Advisors in Williamsville, NY, holding a Series 66 designation and 22 years of industry experience. He has been with Equitable Advisors and its predecessor entity, Axa Advisors, since 2004. Outside of his advisory work, Lane serves as Vice President of Strategic Planning and Governance for the Greater Niagara Frontier Council #380 of the Boy Scouts of America. 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 program models and third-party asset managers, delivering advice through a network of Investment Adviser Representatives.

Danielle Rosier is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and four years of industry experience. Her work history includes roles at Equitable Advisors since 2019, as well as positions at Wegmans, Catalyst Fitness, Dry Clean Express, and Heritage Christian Services. Equitable Advisors serves individual clients, 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 centers on assessing client risk tolerance and matching clients to program models or discretionary managers, utilizing both proprietary and third-party solutions.

Liam Bell 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 Strategic Retirement Partners/LPL and several other companies across different sectors. He is also involved with 95 Nutrition as a key holder. Equitable Advisors serves individual and institutional clients, providing financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives and third-party managers. The firm offers a range of investment solutions including mutual funds, ETFs, and alternative investments, and provides ERISA fiduciary services for qualified plans.

William Scherrer is a financial advisor with Equitable Advisors in Williamsville, NY. He holds a Series 66 designation and has been in the industry since 2026. Prior to joining Equitable Advisors, he worked at Syzmkowiak and Associates and Grabber and Sons, among other roles. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm provides financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives and third-party program sponsors.

Zachary Morrison is a financial advisor with Equitable Advisors in Williamsville, NY, holding Series 63 and Series 66 licenses and having eight years of industry experience. He has worked at Equitable Advisors since 2017 and previously was with AXA Advisors, LLC. Morrison also has experience in community involvement through his past role with the Jewish Community Center of Greater Buffalo. Equitable Advisors serves individual clients—including non-high-net-worth and high-net-worth individuals—as well as pension and profit-sharing plans, corporations, charitable organizations, and other institutions. The firm offers financial planning, retirement plan consulting, and asset-management programs using a variety of third-party asset managers and advisory platforms.

Adam Fabozzi is a financial advisor with Equitable Advisors in Williamsville, NY, holding Series 63 and Series 65 licenses and six years of industry experience. Prior to joining Equitable Advisors in 2020, he worked at Northwestern Mutual and Cellular Sales of Knoxville Inc. He is also the owner of My City My Secret, a business he has operated since 2010. 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 various asset management programs through a network of Investment Adviser Representatives. The firm utilizes third-party advisory models and offers ERISA fiduciary services to qualified plans.

Shane Mccormick is a CFP® professional with 24 years of industry experience, currently serving at Equitable Advisors since 2002. He previously worked with Axa Advisors, LLC for 18 years. Outside of his advisory role, he is a member of the homeowners association for The Links at Port Royal in Hilton Head, SC. 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 utilizes a network of Investment Adviser Representatives and offers a variety of advisory programs through both proprietary and third-party managers.

Matthew Escobar is a financial advisor with Equitable Advisors in Williamsville, NY, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He previously worked at Axa Advisors, LLC from 2016 to 2020 before continuing his career at Equitable Advisors. Outside of his advisory role, Escobar is co-founder and President of the Board of Directors for West Side International Soccer, a nonprofit organization where he also coaches and supervises youth soccer coaches. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and various asset-management programs. The firm delivers services through a network of Investment Adviser Representatives using both in-house and third-party investment models.

Devin Filippi is a Series 66-licensed financial advisor with Equitable Advisors, bringing two years of industry experience. Prior to joining Equitable Advisors, he worked at Alliance Advisory Group, Inc./Park Avenue Securities for one year and has a background that includes roles in education and part-time employment at Imperial Concrete 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 consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Jacob Kubala is a financial advisor at Equitable Advisors with one year of industry experience. He holds the Series 66 designation and has a background that includes law enforcement roles with the University at Buffalo Police and Niagara County Correctional Facility. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and a variety of asset management programs. The firm’s approach incorporates personalized risk assessment and matching clients to advisory program models or discretionary managers, utilizing both proprietary and third-party solutions.

William Lunney Jr. is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 designations and possessing 45 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked with 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 various asset-management programs. The firm utilizes a range of advisory models often implemented through third-party managers and offers ERISA fiduciary services to qualified plans.

Colin Lucey is a financial advisor at Equitable Advisors with four years of industry experience. He holds the Series 66 designation and previously worked in the automotive sales sector at Riverfront Auto Sales and Buffalo Auto Group. 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 utilizes a range of advisory models and third-party managers, covering mutual funds, ETFs, separately managed accounts, and select alternative investments.