Conshohocken, PA E. Ridge Pike Office

Alec Hayden 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 Lighthouse Planning Consultants and has a background that includes time at Temple University and involvement with Tavistock Country Club. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, working extensively with LPL-sponsored programs and other endorsed platforms.

Thomas Cuffari is a financial advisor with Equitable Advisors in Conshohocken, PA, holding Series 63 and Series 65 licenses with five years of industry experience. His prior roles include positions at Axa Advisors, LLC, Towne Park Ltd., Marywood University, and the U.S. Soccer Federation. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.

David Mebs is a financial advisor with Equitable Advisors in Conshohocken, PA, holding Series 65 and Series 63 licenses and bringing 13 years of industry experience. He has been with Equitable Advisors since 2016 and previously worked at AXA Advisors, LLC for four years. Outside of his advisory role, he is involved with FirstTrust Financial Resources as an independent insurance agent and provides settlement consulting services. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, utilizing LPL-sponsored programs and endorsed third-party managers to deliver advisory and brokerage solutions.

David Schultz is a financial advisor with Equitable Advisors in Conshohocken, PA, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Firstrust Financial Resources, Aflac, and Saint Joseph's University. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and various third-party asset managers. The firm employs a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to clients.

Cristian Surdykowski is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and three years of industry experience. Prior to joining Equitable Advisors in 2022, he worked briefly at Janney Montgomery Scott, LLC and has experience in food retail and education sectors. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, providing both advisory and brokerage channels tailored to client goals and risk tolerance.

Brian Wells is a financial advisor at Equitable Advisors with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Equitable Advisors since 2016. Prior to this, he worked at AXA Advisors, LLC. Outside of his advisory role, he serves as a member of the Bucksmont Chamber of Commerce and is involved as an independent insurance agent specializing in fixed insurance products. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, working through program sponsors and third-party managers to provide advisory and brokerage solutions.

Tristan Hulme is a financial advisor with Equitable Advisors, holding a Series 66 designation and two years of industry experience. His background includes roles at Ally Financial and various positions during his time at Ursinus College. Equitable Advisors serves a diverse client base—including individuals, high-net-worth clients, retirement plans, and institutions—offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through multiple sponsored platforms.

Geordan Vincent is a financial advisor at Equitable Advisors with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Ameriprise Financial Services and Northwestern Mutual Investment Services. Vincent also serves as power of attorney and executor for his mother's estate. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates primarily through LPL-sponsored programs and endorsed TAMPs, providing both discretionary and non-discretionary investment management services.

Matthew Fiori is a financial advisor with Equitable Advisors in Conshohocken, PA, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His prior roles include positions at AXA Advisors, Citizens Bank, Citizens Securities, and PNC Investments. He has also served as a New Jersey State Trooper. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through various third-party programs. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Anson Dewar is a financial advisor at Equitable Advisors with a Series 66 designation and less than one year of industry experience. Prior to joining Equitable Advisors, he held roles at Seven-4 Logistics LLC and Frontgrade Technologies, and studied at Muhlenberg College. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model, combining advisory and brokerage/insurance channels to tailor services based on client goals, risk tolerance, and time horizon.

Ryan Fuehrer is a financial advisor at Equitable Advisors with 13 years of industry experience. He has held roles at AXA Advisors, LLC and worked at Uber. He also operates a separate business under the DBA Firstrust Financial Resources. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs.

Caleb Hissong is a financial advisor at Equitable Advisors with Series 66 credentials and one year of industry experience. His prior work includes roles at Fortivus Wealth Group and Bruster's, as well as experience as an independent contractor soccer official. Equitable Advisors serves a broad mix of individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, working extensively with program sponsors and third-party managers to deliver advisory and brokerage solutions.

Ryan Crosby is a financial advisor with Equitable Advisors in Conshohocken, PA, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Penn Medicine, ThermOmegaTech, Lowe's, and community involvement with North Penn YMCA. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage/insurance channels to deliver tailored financial solutions.

Jerel Ruttenberg is a financial advisor with Equitable Advisors in Conshohocken, PA, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked at Equitable Advisors since 2016 and was previously with AXA Advisors, LLC. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, utilizing LPL-sponsored programs and third-party managers to deliver advisory and brokerage solutions.

William Manchester is a financial advisor with Equitable Advisors in Conshohocken, PA, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. He previously worked at Janney Montgomery Scott before joining Equitable Advisors in 2021. Outside of his advisory role, Manchester serves as president of the Hunter Soccer Club and sits on the board of the Mercy Family Center, a nonprofit focused on youth programs. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, and institutions, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing a range of program sponsors and third-party managers to deliver advisory and brokerage solutions.