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Michael G

Series 66

Woodbridge, NJ

Equitable Advisors

Michael Geltrude is a financial advisor with Equitable Advisors in Woodbridge, NJ. He holds a Series 66 credential and has experience at Deloitte and Geltrude & Company, LLC prior to joining Equitable 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 various asset-management programs through a network of Investment Adviser Representatives. The firm utilizes both proprietary and third-party advisory models, with a focus on matching clients to appropriate investment solutions and providing 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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Justin B

Series 66

Woodbridge, NJ

Equitable Advisors

Justin Branch is a financial advisor with Equitable Advisors in Woodbridge, NJ, holding a Series 66 credential and five years of industry experience. He has been with Equitable Advisors since 2020 and is also involved with Sylvan Learning Center as a tutor. Prior to his current roles, he worked at Rutgers University and Jespy House from 2015 to 2020. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, charitable organizations, and institutional clients. The firm emphasizes matching clients to program models or discretionary managers through a network of Investment Adviser Representatives and offers a range of third-party and proprietary 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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Michael M

Series 66

Woodbridge, NJ

Equitable Advisors

Michael Muzikar is a financial advisor with Equitable Advisors in Woodbridge, NJ, holding a Series 66 designation and 22 years of industry experience. He has previously worked at Invest Financial Corporation and Axa Advisors, Llc. Outside of finance, he is a professional comedian and owner of Mike Muzikar's Comedy. Equitable Advisors serves individual and institutional clients with financial planning, retirement consulting, and asset management programs. The firm delivers advice through a 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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Patrick M

Series 66

Woodbridge, NJ

Equitable Advisors

Patrick Mattes is a financial advisor at Equitable Advisors with three years of industry experience. He holds a Series 66 designation and has previously worked at Andrew Nairooz, Morgan Stanley, and Misericordia University. Outside of his advisory role, he is involved with Emerson Reid, a business focused on dental, health, and vision insurance. Equitable Advisors serves individuals across various wealth levels, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs. The firm utilizes a network of Investment Adviser Representatives and third-party asset managers to deliver a range of 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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Joseph B

Series 63, Series 66

Woodbridge, NJ

Equitable Advisors

Joseph Bouffard is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 credentials and five years of industry experience. Prior to joining Equitable Advisors in 2021, he held positions at Trading Places International and Drew University, among others. Outside of his advisory role, he is involved with Dergalis Associates LLC in a capacity unrelated to routine investment activities. 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 a range of third-party advisory models and proprietary resources to deliver its services.

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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Robert B

Series 63, Series 65

Woodbridge, NJ

Equitable Advisors

Robert Bunsa Jr. is a financial advisor with Equitable Advisors in Woodbridge, NJ, holding Series 63 and Series 65 licenses and 42 years of industry experience. He has worked at Equitable Advisors and its predecessor, Axa Advisors, since 1999. Outside of his advisory role, he serves on the finance committee of St. Matthew Episcopal Church, overseeing budget and expenses. 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 third-party advisory programs and emphasizes matching clients to models or discretionary managers based on personal and plan 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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Robert A

Series 63, Series 66

Woodbridge, NJ

Equitable Advisors

Robert Amato is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 designations and five years of industry experience. His prior work includes roles at Comnet Telecom Supply and Total Relocation Services, as well as employment at Queens College. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and various 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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Michael D

Series 63, Series 65

Woodbridge, NJ

Equitable Advisors

Michael Ducore is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Equitable Advisors since 1999, including its predecessor Axa Advisors, and is involved as a life settlement broker through The Ashar Group. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm utilizes both proprietary and third-party advisory models, including those sponsored by LPL and other program managers, and offers a range of investment solutions covering 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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Joseph A

Series 63, Series 66

Woodbridge, NJ

Equitable Advisors

Joseph Armstrong is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and bringing four years of industry experience. His prior roles include positions at JPMorgan Chase Bank and JPMorgan Securities, as well as experience in the pharmaceutical and food service industries. Equitable Advisors serves a diverse client base including individual investors, 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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Michael S

Series 63, Series 65

Woodbridge, NJ

Equitable Advisors

Michael Saladino is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses. He has recently started his career in the financial services industry. Outside of advising, he has experience working in retail and education environments. Equitable Advisors serves a broad range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management services. The firm utilizes a variety of advisory models and third-party program sponsors to deliver solutions tailored to client needs.

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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Griffin K

Series 63, Series 66

Woodbridge, NJ

Equitable Advisors

Griffin Kick is a financial advisor with Equitable Advisors holding Series 63 and Series 66 licenses and three years of industry experience. His prior work includes roles at New York Life Insurance Company, Legend Biotech, and the University of Delaware. Equitable Advisors serves a range of clients including 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 offers both proprietary and third-party solutions and focuses on matching clients with appropriate investment models or discretionary 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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Daniel W

ChFC®, Series 63, Series 66

Woodbridge, NJ

Equitable Advisors

Daniel Williams is a financial advisor at Equitable Advisors with nine years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 66 licenses. His prior experience includes roles at JPMorgan Chase Bank, Santander Bank, and Uber. Outside of finance, he is a member of Pup on the Run LLC, where he is responsible for building and managing the company website on a volunteer basis. 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 utilizes a range of advisory programs, including firm-sponsored and third-party models, 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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Ted B

Series 63, Series 66

Woodbridge, NJ

Equitable Advisors

Ted Beal Jr. is a financial advisor with Equitable Advisors in Woodbridge, NJ, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. Outside of his advisory work, he serves as a board member of the MOESC Foundation, which raises funds to support autism initiatives in local school districts. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and institutional clients. The firm uses a range of advisory models and third-party asset managers to deliver customized 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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Thomas C

Series 66

Woodbridge, NJ

Equitable Advisors

Thomas Capozzi is a financial advisor with Equitable Advisors in Woodbridge, NJ. He holds a Series 66 designation and has one year of industry experience. Prior to joining Equitable Advisors, his background includes various roles at companies such as Raider's Walk, Castrol, and Blue Verse, as well as attendance at Texas Tech. Equitable Advisors serves individuals ranging from non-high-net-worth to high-net-worth clients, as well as pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party 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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Nikolas K

Series 66

Woodbridge, NJ

Equitable Advisors

Nikolas Keszthelyi is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. His prior work history includes positions at Joyce Honda and Zumiez Inc. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and a variety of asset-management programs through a network of Investment Adviser Representatives and third-party 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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Marc S

Series 66

Woodbridge, NJ

Equitable Advisors

Marc Sheridan is a Series 66-licensed financial advisor with Equitable Advisors, where he has worked since 2008. He has 18 years of industry experience, including tenure at AXA Advisors from 2008 to 2020. 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 firm-offered 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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Louis G

Series 66

Woodbridge, NJ

Equitable Advisors

Louis Greiss is a financial advisor with Equitable Advisors, holding a Series 66 designation and beginning his advisory career in 2026. His prior work experience includes roles at Summit Health and positions in the hospitality sector, as well as teaching at Nutley High School and Montclair University. Equitable Advisors serves a broad client base including individuals, 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 both proprietary and third-party investment models and offering 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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Richard C

CFP®, Series 63, Series 65

Woodbridge, NJ

Equitable Advisors

Richard Callaghan Jr. is a CFP® with 31 years of industry experience currently serving at Equitable Advisors. His prior roles include positions at LPL Financial, Capitol Securities Management, and several other advisory firms. He serves as a trustee for the Brotherhood Protective Order of Elks Summit Lodge No. 1246, a charitable and fraternal 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 to deliver its services through a large 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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Ted S

Series 66

Woodbridge, NJ

Equitable Advisors

Ted Sui is a financial advisor at Equitable Advisors with a Series 66 designation and approximately one year of industry experience. His prior work includes roles at Unipec America, Inc. and TF Seals, as well as studies at New York University. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and various asset-management programs through a nationwide network of Investment Adviser Representatives. The firm uses a range of third-party advisory programs and discretionary management tools, offering services across 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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Michael T

Series 65, Series 66

Woodbridge, NJ

Equitable Advisors

Michael Tancorra is a financial advisor with Equitable Advisors in Woodbridge, NJ, holding Series 65 and Series 66 licenses and 15 years of industry experience. He has been with Equitable Advisors and its predecessor Axa Advisors LLC since 2010. Outside of his advisory work, he serves as a board member of the Horizon Boys & Girls Club of Lodi/Hackensack, assisting with operations and budgeting. Equitable Advisors serves individual, institutional, and charitable clients with financial planning, retirement plan consulting, and asset management programs. The firm utilizes a combination of proprietary and third-party investment models 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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