Rochester, NY Jefferson Road Office

David Kendig is a financial advisor at Equitable Advisors in Rochester, NY, holding a Series 66 designation with two years of industry experience. Prior to joining Equitable Advisors, he worked at NanoArk Corporation and held various roles including a position at SUNY Geneseo College. Outside of his advisory role, Kendig is the sole proprietor of Swamp Dog Games Entertainment, hosts the RocPulse podcast on non-investment topics, and volunteers as a coordinator for Boys State in Monroe County and as a member of the Rochester Rotary. 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 implement client recommendations.

Joshua Catanese is a financial advisor with Equitable Advisors in Rochester, NY. He holds a Series 66 designation and has been with Equitable Advisors since 2026. His prior work experience includes roles at LA Fitness and Lakeshore Learning. 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 managers and LPL programs. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage services tailored to client goals and risk tolerance.

Marina Graham is a financial advisor with Equitable Advisors, holding a Series 66 designation and two years of industry experience. Her prior work includes roles at Kevin Shiltz, Mapstone Veritas Financial Group, and Midas Auto Service Experts. Equitable Advisors serves a diverse range of clients including individuals, high-net-worth, retirement plans, corporate, charitable, and institutional entities. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a dual-registered advisory and brokerage model.

Haley Lang is a financial advisor with Equitable Advisors in Rochester, NY, holding Series 63 and Series 66 licenses and five years of industry experience. She has worked at Equitable Advisors since 2020 and previously at SUNY University at Buffalo from 2016 to 2020. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charitable organizations, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a dual registration as an SEC-registered investment adviser and broker-dealer.

Thomas Bailey is a financial advisor at Equitable Advisors in Rochester, NY, holding a Series 66 designation with three years of industry experience. His prior work includes roles at Brett Caroselli and Aspen Skiing Company. 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, relying extensively on LPL-sponsored platforms and endorsed TAMPs to deliver its advisory and brokerage solutions.

Jacob Lana is a financial advisor at Equitable Advisors in Rochester, NY, holding a Series 66 designation. He has prior experience working at Viavi Solutions for ten years before joining Equitable Advisors in 2024. Outside of his advisory role, he serves as a power of attorney for several family members. 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 employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Craig Mapstone is a financial advisor with Equitable Advisors in Rochester, NY, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Outside of his advisory role, he serves as a consultant and partner at MAPSTONE GROUP LLC, sits on the board of the Rochester Philharmonic Orchestra Fund, and is a board and investment committee member of The Davenport-Hatch Foundation. 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 third-party managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage channels with a focus on tailored client intake and ongoing portfolio management.

Shana Rivera is a financial advisor with Equitable Advisors in Fairport, NY, holding Series 63 and Series 65 licenses and having 11 years of industry experience. She has been with Equitable Advisors since 2015 and previously worked at AxA Advisors for five years. Rivera also maintains outside insurance appointments. Equitable Advisors serves a diverse client base including individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement plan support, and access to asset management through third-party managers and LPL programs. The firm operates a hybrid referral and implementation model that emphasizes tailored client intake and offers both advisory and brokerage channels.

Parker Wichelmann is a Series 66-licensed financial advisor at Equitable Advisors with three years of industry experience. He has held previous roles at Oppenheimer & Co. Inc. and has been involved with Seattle University. Parker serves on the Finance Committee of the Breast Cancer Coalition of Rochester. Equitable Advisors serves a wide range of clients including individuals, high-net-worth households, 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 under a dual SEC-registered investment adviser and broker-dealer model.

Brett Caroselli is a financial advisor with Equitable Advisors in Pittsford, NY, holding a Series 66 designation and 22 years of industry experience. He has been with Equitable Advisors since 2003, including time at Axa Advisors, LLC prior to its transition. Outside of his advisory role, Caroselli serves as Treasurer of the Estate Planning Council of Rochester and is a board member for the Pittsford Jr. Panthers Football & Cheer organization. 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 broad roster of third-party asset managers. The firm operates a hybrid referral and implementation model that combines advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Christopher Andolina is a Series 66 licensed financial advisor at Equitable Advisors with one year of industry experience. His prior work includes roles at First Bank of the Lake and various positions outside the financial sector. 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, utilizing LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Todd Everts is a financial advisor with Equitable Advisors in Rochester, NY, holding a Series 66 designation and beginning his advisory career in 2026. His prior work experience includes roles at Vivacity Management and Bristol Mountain Ski Resort, as well as time spent at SUNY Geneseo. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by 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 programs sponsored by LPL and other third-party managers.

Andrew Van Houten is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors in 2026, he worked at Door Dash as an independent contractor and has held positions at Leader Bank, Foy Benefits, and Watertown Savings Bank. Outside of his advisory role, he has worked as a delivery driver for Door Dash. 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 utilizes a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to execute client recommendations.

Thomas Tarkowski is a financial advisor with Equitable Advisors in Penfield, NY, holding a Series 66 designation and 26 years of industry experience. He has been with Equitable Advisors since 1999, continuing from his time at AXA Advisors, LLC. 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 combining advisory, brokerage, and insurance channels to deliver tailored client solutions.

Joseph Kapfer is a financial advisor at Equitable Advisors with two years of industry experience. He holds a Series 66 designation and has worked in various roles including positions at Nazareth University and Rochester Wealth Management. 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, offering both advisory and brokerage channels to implement client recommendations.