Conshohocken, PA E. Ridge Pike Office

Alec Hayden is a financial advisor with Equitable Advisors holding a Series 66 designation and no prior industry experience. Before joining Equitable Advisors, he worked at Lighthouse Planning Consultants and has been involved with Tavistock Country Club since 2020. Equitable Advisors serves individuals across a wide range of net worth, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm provides financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, relying on third-party asset managers and advisory programs for many solutions.

Thomas Cuffari is a financial advisor with Equitable Advisors in Conshohocken, PA, holding Series 63 and Series 65 licenses and five years of industry experience. His prior work includes roles at Axa Advisors, LLC, Towne Park Ltd., Marywood University, and the U.S. Soccer Federation. 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 asset managers.

David Mebs is a financial advisor with Equitable Advisors in Conshohocken, PA, holding Series 63 and 65 licenses and having 13 years of industry experience. His prior work includes roles at Axa Advisors, LLC and MSI Financial Services, Inc. He is also involved with FirstTrust Financial Resources as an independent insurance agent and with Sage Settlement Consulting. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs delivered through a network of Investment Adviser Representatives and third-party managers.

David Schultz is a Series 66 licensed financial advisor with two years of industry experience, currently with Equitable Advisors. His prior roles include positions at Firstrust Financial Resources and Aflac. He also worked at Huntingdon Valley Country Club and Saint Joseph's University earlier in his career. 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 various asset-management programs, utilizing both proprietary and third-party advisory solutions.

Cristian Surdykowski is a financial advisor at Equitable Advisors with three years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Janney Montgomery Scott, LLC. Outside of his advisory role, he has been involved with financial sales activities connected to an outside business website. Equitable Advisors serves individuals ranging from non-high-net-worth to high-net-worth clients, as well as pension plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party advisory models.

Brian Wells is a financial advisor with Equitable Advisors in Conshohocken, PA, holding Series 63 and Series 65 licenses and over 30 years of industry experience. His career includes multiple tenures at Equitable Advisors and prior roles at Axa Advisors, MSI Financial Services, Firstrust Financial Advisors, and Progress Financial Advisors. He is also a member of the Bucksmont Chamber of Commerce. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs through a broad network of Investment Adviser Representatives and third-party asset managers.

Paul Markowich is a financial advisor with Equitable Advisors in Conshohocken, PA, holding a Series 66 designation and 22 years of industry experience. His prior experience includes roles at Firstrust Financial Advisors, Axa Advisors, and MSI Financial Services. He serves on the board of the Jewish Business Network, a business networking organization based in Philadelphia. 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 delivers advice through a network of Investment Adviser Representatives and offers a range of programs including third-party asset managers and proprietary advisory models.

Tristan Hulme is a financial advisor at Equitable Advisors with two years of industry experience. He holds a Series 66 designation. Prior to joining Equitable Advisors in 2024, his work history includes roles at Ally Financial and Ursinus College. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by offering financial planning, retirement plan consulting, and a range of asset-management programs delivered through a network of Investment Adviser Representatives. The firm’s approach involves assessing client risk tolerance and matching clients to model portfolios or discretionary managers, utilizing both proprietary and third-party investment solutions.

Geordan Vincent is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior work includes positions at Ameriprise Financial Services, Northwestern Mutual Investment Services, and independent advisory roles. He serves as power of attorney and executor for his mother's estate. 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 programs and collaborates with third-party asset managers, offering clients access to mutual funds, ETFs, separately managed accounts, and select alternative investments.

Matthew Fiori is a financial advisor with Equitable Advisors in Conshohocken, PA, holding Series 63 and Series 66 licenses and 12 years of industry experience. His prior roles include positions at AXA Advisors, Citizens Bank, PNC Wealth Management, and Edward Jones. Outside of finance, he served as a New Jersey State Trooper from 2020 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 institutional clients. The firm utilizes a range of advisory programs and third-party asset managers to deliver investment solutions tailored to client risk tolerance and objectives.

Shaun O'Connor is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at multiple firms including Firstrust Financial Advisors and Axa Advisors, and serves as an independent insurance agent selling disability, fixed annuities, life, accident, health, and long-term care insurance. 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. The firm utilizes a network of Investment Adviser Representatives and partners with third-party asset managers to deliver customized investment solutions.

Ryan Fuehrer is a financial advisor at Equitable Advisors with 13 years of industry experience. He holds the Series 66 designation and has worked at firms including AXA Advisors, LPL Financial, and PFG Advisors. Outside of his advisory role, he operates Firstrust Financial Resources as a separate business activity. Equitable Advisors serves a wide range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes a network of Investment Adviser Representatives and relies on third-party asset managers and advisory programs to implement client strategies.

Caleb Hissong is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he worked at Fortivus Wealth Group and has been an independent contractor soccer official since 2023. He also has a background that includes roles at James Madison University and Spring-Ford Area School District. Equitable Advisors serves a 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, utilizing third-party asset managers and LPL-sponsored advisory programs to implement investment models.

Ryan Crosby is a financial advisor at Equitable Advisors with four years of industry experience. He holds a Series 66 designation and has previously worked in various roles at ThermOmegaTech, Penn Medicine, Lowe's, and the North Penn YMCA. His background also includes a period at Temple University and Lansdale Catholic High School. 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 utilizes third-party asset managers and a variety of advisory programs to tailor solutions based on client risk tolerance and objectives.

Jerel Ruttenberg is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and 29 years of industry experience. His career includes multiple tenures at Equitable Advisors and roles at Axa Advisors, MSI Financial Services, Firstrust Financial Advisors, Banc of America Investment Services, Quick & Reilly, and Progress Financial Advisors. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives and emphasizes a range of third-party advisory models and fiduciary services.