Cherry Hill, NJ Lake Drive East Office

John Mccormick is a ChFC® credentialed financial advisor with 26 years of industry experience, currently with Equitable Advisors since 2000. He previously worked at Axa Advisors, LLC from 2000 to 2020. Outside of his advisory work, Mccormick serves as a board member of the Georgetown University Gridiron Club, where he participates in events and mentors student athletes. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm’s approach involves assessing client risk tolerance and matching clients with program models or discretionary managers, often utilizing third-party asset managers and LPL-sponsored advisory programs.

John Napolitano is a Series 66-licensed financial advisor with Equitable Advisors in Cherry Hill, NJ, with four years of industry experience. Prior to joining Equitable Advisors, he worked in various roles including positions at Seven Star Diner and Boscov's. Outside of financial advising, he is engaged in sales activities related to tax account programs and ancillary insurance products. Equitable Advisors serves a broad client base ranging from individual investors to institutional clients, offering financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes a range of third-party and proprietary advisory programs and emphasizes matching clients with appropriate investment models and discretionary managers.

Joseph Mc Keon is a financial advisor with Equitable Advisors in Cherry Hill, NJ, holding Series 63 and Series 66 licenses and seven years of industry experience. Before joining Equitable Advisors in 2022, he worked at The Vanguard Group from 2016 to 2022. Equitable Advisors serves a diverse 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 and third-party managers.

Sean Stoneback is a financial advisor with Equitable Advisors, holding a Series 66 designation and 21 years of industry experience. He has been with Equitable Advisors since 2005 and previously associated with Axa Advisors, LLC. Sean is also a co-executor of his grandparents' estate and operates an outside insurance brokerage business. Equitable Advisors serves individual and institutional clients, offering financial planning, retirement plan consulting, and various asset management programs. The firm utilizes a network of investment adviser representatives and third-party managers to deliver tailored investment solutions across a broad range of products.

Vincent Malazita is a financial advisor with Equitable Advisors in Cherry Hill, NJ, holding a Series 66 designation and 24 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 2002. 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 and third-party program sponsors.

Francis Donnelly III is a financial advisor with Equitable Advisors in Cherry Hill, NJ, holding Series 63 and Series 65 licenses and over 30 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Donnelly also serves as a past president and officer of the Medford Sunrise Rotary. 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 emphasizes matching clients to advisory program models or discretionary managers, utilizing third-party asset managers and affiliated solutions.

Matthew Donnelly is a financial advisor at Equitable Advisors with 23 years of industry experience. He holds a Series 66 designation and has been with Equitable Advisors since 2003, previously associated with Axa Advisors. Donnelly serves as a board member for the Medford Lakes Colony, where he helps oversee community infrastructure and common area improvements. 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 offers a range of advisory programs including firm-offered and third-party solutions, with a focus on matching clients to appropriate investment models and discretionary managers.

Kristeen Mc Connell is a financial advisor at Equitable Advisors with six years of industry experience. She holds the Series 66 designation and has worked previously at JPMorgan Chase & Co. and Financial Integrity Resources Management LLC. She began her career after completing four years at Temple University. Equitable Advisors serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations, offering 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 through both firm-offered and third-party advisory solutions.

Thomas Gillespie is a financial advisor with Equitable Advisors in Cherry Hill, NJ, holding a Series 66 designation and 16 years of industry experience. He has been with Equitable Advisors since 2010 and also operates Gillespie & Associates, an accounting firm where he works as a CPA. Additionally, he is involved in management and ownership roles at Panchpa Inc and PanchMedia, LLC. 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 delivers advice through Investment Adviser Representatives using various program models and third-party asset managers, covering a range of investment products and ERISA fiduciary services.