Middletown, NY Office

Steven Trotta is a financial advisor with Equitable Advisors and holds a Series 66 designation. He began his advisory career in 2026 and has prior experience in education roles at various institutions, including SUNY New Paltz, SUNY Orange, and Port Jervis school district. Equitable Advisors serves a diverse client base, including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm provides financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, relying heavily on LPL-sponsored programs and offering both discretionary and non-discretionary portfolio management options.

Christopher Petrollese is a financial advisor with Equitable Advisors and holds the Series 66 designation. He joined Equitable Advisors in 2025 and has prior business experience as the owner of Yukon Contracting LLC since 2019. 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 uses a hybrid referral and implementation model, offering both advisory and brokerage/insurance services tailored to client goals and risk tolerance.

Jeffrey Little is a financial advisor with Equitable Advisors, holding a Series 66 designation and eight years of industry experience. His prior work includes positions at AXA Advisors and the State University of New York at Oswego. Equitable Advisors serves a diverse client base that includes individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, working extensively through program sponsors and third-party managers to provide advisory and brokerage solutions.

Stephanie De Angelis is a financial advisor with Equitable Advisors, holding Series 66 and Series 63 licenses and having two years of industry experience. Her prior work includes roles in education and hospitality, with employment at Plattsburgh State University and Buttermilk Falls Inn and Spa. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutional investors, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm emphasizes a delivery model that incorporates LPL-sponsored programs and endorsed third-party managers, providing both discretionary and non-discretionary advisory services.

Thomas Budington is a financial advisor with Equitable Advisors, holding a Series 66 designation and four years of industry experience. He has worked at Equitable Advisors since 2021 and previously held roles in education and the food service industry. Outside of advising, he is involved as a sales associate with two realty firms. 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 a range of third-party asset managers and LPL programs. The firm operates a hybrid referral and implementation model offering both advisory and brokerage channels to implement client recommendations.

Shawn Behrent is a financial advisor with Equitable Advisors, holding a Series 66 designation and two years of industry experience. Prior to joining Equitable Advisors, he worked at the Orange County Department of Finance and has experience in educational and entrepreneurial roles, including running Behrent's Performance Warehouse. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating primarily through LPL-sponsored programs and endorsed TAMPs.

Luigi Fratto is a financial advisor at Equitable Advisors with two years of industry experience. He holds Series 66 and Series 63 credentials. His prior work includes roles outside finance such as positions at SUNY New Paltz, TNT Movers, Pellegrinos Pizzeria, and Middletown City Schools. Equitable Advisors serves 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, using LPL-sponsored programs and a range of endorsed TAMPs to deliver advisory and brokerage solutions.

Erick Eichner is a financial advisor at Equitable Advisors with three years of industry experience. He holds a Series 66 designation and has worked at Equitable Advisors since 2023. His prior work experience includes roles in healthcare and golf course operations. 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, offering both advisory and brokerage/insurance channels to implement client recommendations.

Ashley Magen is a financial advisor with Equitable Advisors holding a Series 66 designation. She has been with Equitable Advisors since 2026 and has prior experience in various roles across marketing, hospitality, and academic support. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, retirement plans, corporations, and institutional investors, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through multiple program sponsors and manages assets primarily on a non-discretionary basis.

John Recine is a financial advisor with Equitable Advisors in Middletown, NY, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Fifth Avenue Financial and Securities of America, as well as experience in the floral and funeral home industries. 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 operates a hybrid referral and implementation model combining advisory and brokerage channels to deliver tailored client solutions.

Louis Algiere is a financial advisor with Equitable Advisors, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Spectrum/Charter Communications and self-employment in various capacities. 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 third-party programs. The firm operates a hybrid referral and implementation model, leveraging multiple third-party asset managers and offering both advisory and brokerage services.