Orlando, FL Millenia Lakes Blvd. Office

Team
Updated today

Client AUM

$41,094,843,456

Clients

71,990

Advisors

33

Of 4,620 advisors across 969 offices

Location

5337 Millenia Lakes Blvd., Suite 405

Orlando FL 32839

Advisors at this office

33

Advisors at this office

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Maria C

Series 66

Orlando, FL

Equitable Advisors

Maria Contreras Munoz is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, she was involved in entrepreneurial ventures including ownership of Highlight Beauty MC, LLC, where she works as a permanent makeup artist. 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 employs a hybrid referral and implementation model that integrates advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Jessica S

Series 66

Orlando, FL

Equitable Advisors

Jessica Sanzone is a financial advisor at Equitable Advisors with five years of industry experience. She holds the Series 66 designation and has worked at Equitable Advisors since 2020. Prior to joining Equitable, she was associated with The Dog Pound for eight years. 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 employs a hybrid referral and implementation model and provides both advisory and brokerage/insurance channels to implement client recommendations.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Dennis T

Series 66

Orlando, FL

Equitable Advisors

Dennis Turner is a Series 66-credentialed financial advisor with Equitable Advisors in Orlando, FL, and has three years of industry experience. His prior work includes roles at Orlando Club Sport and entrepreneurial activities such as running Helping Hand Lawn Care. 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 broker-dealer, utilizing a range of sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Sai B

Series 66

Orlando, FL

Equitable Advisors

Sai Balroop is a financial advisor at Equitable Advisors with a Series 66 credential and one year of industry experience. Prior to joining Equitable Advisors, Sai held positions at the City of Orlando and German Excellence Auto Repair. Equitable Advisors serves a diverse client base that includes 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, operating through multiple program sponsors and managers to provide both advisory and brokerage solutions.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Andre G

Series 66

Orlando, FL

Equitable Advisors

Andre Gucailo is a financial advisor with Equitable Advisors, holding a Series 66 designation and 13 years of industry experience. He has been with Equitable Advisors since 2012, previously associated with Axa Advisors, LLC. Gucailo is a general member of the Central Florida Hotel and Lodging Association. 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, offering both advisory and brokerage/insurance services tailored to client goals and risk tolerance.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Jack T

Series 66

Orlando, FL

Equitable Advisors

Jack Thompson is a financial advisor at Equitable Advisors in Orlando, FL, holding a Series 66 designation. He joined the firm in 2026 and has prior work experience in automotive sales and education. 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 employs a hybrid referral and implementation model, utilizing various third-party asset managers and offering both advisory and brokerage channels.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Christopher V

Series 66

Orlando, FL

Equitable Advisors

Christopher Viteri is a financial advisor with Equitable Advisors in Orlando, FL, holding a Series 66 designation and nine years of industry experience. He has been with Equitable Advisors since 2016, previously working at AXA Advisors and Herbalife. Outside of his advisory role, he is a co-owner of Abel To Be Green Financial Services LLC, a business focused on administrative functions. Equitable Advisors serves a diverse range of clients, including individuals, high-net-worth families, retirement plans, and institutions, providing financial planning, brokerage, insurance, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, employing a delivery model that emphasizes LPL-sponsored programs and various endorsed third-party platforms.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Angela Q

Series 63, Series 66

Orlando, FL

Equitable Advisors

Angela Quintana is a financial advisor with Equitable Advisors in Orlando, FL, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. Her prior roles include positions at Northwestern Mutual Investment Services LLC and AXA Advisors. Outside of her advisory work, she is involved in volleyball scorekeeping for the University of Central Florida, Major League Volleyball, and Arbiter Sports. 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 operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance services.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Edwin S

Series 63, Series 65, Series 66

Orlando, FL

Equitable Advisors

Edwin Sotoquinones is a financial advisor with Equitable Advisors in Orlando, FL, holding Series 63, 65, and 66 licenses and bringing 27 years of industry experience. He has worked at Equitable Advisors since 1999 and previously at AXA Advisors, LLC for 21 years. Outside of his advisory role, he is involved in auto racing as a driver and team owner. 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 tailor services based on client goals, risk tolerance, and time horizon.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Lisa R

Series 66

Orlando, FL

Equitable Advisors

Lisa Robinson is a financial advisor at Equitable Advisors with 10 years of industry experience. She holds a Series 66 designation and has worked at Equitable Advisors since 2015, previously affiliated with Axa Advisors. In addition to her advisory role, she is involved in Medicare plan sales through outside insurance activities. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management via LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model that combines advisory and brokerage/insurance channels to deliver tailored client solutions.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Destiny W

Series 66

Orlando, FL

Equitable Advisors

Destiny Walker is a financial advisor at Equitable Advisors with a Series 66 credential and one year of industry experience. Prior to joining Equitable Advisors in 2026, she held roles in customer service and management at Jersey Mike's and owns a small business, Stick & Shine, Co., which creates stickers, magnets, and flyers. 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 employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to execute client recommendations.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Mark M

Series 63, Series 65

Orlando, FL

Equitable Advisors

Mark Menahem is a financial advisor with Equitable Advisors in Orlando, FL, holding Series 63 and Series 65 licenses and accumulating 13 years of industry experience. He previously worked at Allstate Financial Services and Allstate Insurance Company for seven years. Outside of advisory work, he serves as a trustee for his mother’s estate. 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, operating primarily through LPL-sponsored programs and endorsed third-party managers.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Gregg H

Series 66

Orlando, FL

Equitable Advisors

Gregg Hall is a financial advisor with Equitable Advisors in De Land, FL, holding a Series 66 designation and bringing 13 years of industry experience. He has been with Equitable Advisors since 2012, including its predecessor Axa Advisors. Equitable Advisors serves individual investors, retirement plan sponsors and participants, 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.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Christopher M

Series 66

Orlando, FL

Equitable Advisors

Christopher Musick is a financial advisor with Equitable Advisors in Orlando, FL, holding a Series 66 designation and 22 years of industry experience. He has been with Equitable Advisors since 2002, including its predecessor firm Axa Advisors, LLC, where he worked for 18 years. 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, offering both advisory and brokerage/insurance services tailored to client goals, risk tolerance, and time horizon.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Barry R

Series 63, Series 65

Orlando, FL

Equitable Advisors

Barry Roderick is a financial advisor at Equitable Advisors in Orlando, FL, holding Series 63 and Series 65 licenses with 30 years of industry experience. He has worked at Equitable Advisors since 2017 and previously held positions at Axa Advisors, Llc, LPL Financial, and Collaborative Wealth Management Inc. 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 a variety of third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage channels tailored to client goals, risk tolerance, and time horizon.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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