Rochester, NY Jefferson Road Office

David Kendig is a financial advisor with Equitable Advisors in Rochester, NY, holding a Series 66 designation and three years of industry experience. His prior work experience includes roles at NanoArk Corporation and SUNY Geneseo College. Outside of his advisory role, Kendig is involved in community activities such as volunteering with the American Legion’s Boys State program in Monroe County, hosting the RocPulse podcast, and participating in the Rochester Rotary and East Rochester Chamber of Commerce. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a variety of advisory models implemented through third-party managers and focuses on matching clients to appropriate investment programs based on personal and plan information.

Joshua Catanese is a Series 66-credentialed financial advisor with Equitable Advisors, based in Rochester, NY. He has been with the firm since 2026 and has prior work experience outside the industry, including roles at LA Fitness and Lakeshore Learning. Equitable Advisors serves a broad range of clients, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm’s approach involves assessing client risk tolerance and utilizing both proprietary and third-party advisory models to implement customized investment solutions.

Marina Graham is a financial advisor at Equitable Advisors with two years of industry experience. She holds a Series 66 designation and has worked at Equitable Advisors since 2018, including a prior role at Kevin Shiltz, Mapstone Veritas Financial Group. 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 asset-management programs, utilizing both proprietary and third-party advisory models delivered through a network of investment adviser representatives.

Haley Lang is a financial advisor at Equitable Advisors with six years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at SUNY University at Buffalo. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and a variety of asset management programs, utilizing both in-house and third-party advisory models.

Kyle Rhoads is a Series 66-licensed advisor with Equitable Advisors in Rochester, NY. He has one year of industry experience, having joined Equitable Advisors in 2026 after working in various roles outside the financial industry. Equitable Advisors serves individual clients, retirement plans, corporations, and nonprofit organizations by providing financial planning, retirement consulting, and asset management through a network of investment adviser representatives. The firm utilizes a range of advisory models, including third-party managed programs and discretionary portfolio management, and offers access to mutual funds, ETFs, separately managed accounts, and select alternative investments.

Thomas Bailey is a Series 66-registered financial advisor with Equitable Advisors in Rochester, NY, with three years of industry experience. His prior work experience includes roles at Aspen Skiing Company and several service businesses. He is also associated with hiring activities for another advisor, Brett Caroselli. Equitable Advisors serves a broad client base including individuals, retirement plans, corporations, and charitable organizations, offering financial planning and asset management through a network of Investment Adviser Representatives and third-party advisory programs.

Jacob Lana is a financial advisor at Equitable Advisors with a Series 66 designation and new to the industry. Prior to joining Equitable Advisors, he spent ten years at Viavi Solutions. His outside activities include serving as power of attorney for several family members. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers a range of investment programs through a network of advisers, utilizing third-party asset managers and advisory platforms.

Craig Mapstone is a financial advisor with Equitable Advisors in Rochester, NY, holding Series 63 and Series 65 credentials and 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 board member of the Rochester Philharmonic Orchestra Fund and the Davenport-Hatch Foundation’s Investment Committee, and is a consultant and partner at MAPSTONE GROUP LLC. Equitable Advisors serves individual clients across a range of wealth levels, as well as pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.

Shana Rivera is a financial advisor with Equitable Advisors in Rochester, NY, holding Series 63 and Series 65 credentials and 11 years of industry experience. She has been with Equitable Advisors since 2015, including five years at AxA Advisors. Rivera maintains outside insurance appointments as part of her professional activities. Equitable Advisors serves a broad client base that includes individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset management through a network of investment adviser representatives, employing both proprietary and third-party advisory programs.

Parker Wichelmann is a financial advisor at Equitable Advisors with three years of industry experience. He holds the Series 66 designation and has previously worked at Oppenheimer & Co. Inc. Wichelmann serves on the Finance Committee of the Breast Cancer Coalition of Rochester. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm’s approach involves assessing client risk tolerance and matching them to program models or discretionary managers, offering a range of investment options including mutual funds, ETFs, and alternative investments.

Brett Caroselli is a financial advisor with Equitable Advisors in Rochester, NY, holding a Series 66 designation and 23 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 2003. Outside of his advisory role, he serves as Treasurer for the Estate Planning Council of Rochester and is a board member of the Pittsford Jr. Panthers Football & Cheer organization. Equitable Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management through a network of advisers and third-party programs, emphasizing personalized risk assessment and access to a variety of investment options.

Christopher Andolina is a financial advisor with Equitable Advisors in Rochester, NY, holding a Series 66 designation and one year of industry experience. His prior work includes roles at First Bank of the Lake and various non-financial positions, including involvement with the Pittsford Fire Department. 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 asset-management programs, utilizing both firm-offered and third-party advisory solutions.

Todd Everts is a financial advisor at Equitable Advisors with a Series 66 credential and one year of industry experience. His prior work includes roles at Vivacity Management and seasonal positions at Bristol Mountain Ski Resort and Harris Seeds. 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 uses a range of third-party advisory models and programs, including the SAM program and LPL-sponsored platforms, to deliver investment solutions.

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, he worked at Door Dash as an independent contractor and held positions at Leader Bank, Foy Benefits, and Watertown Savings Bank. Outside of his advisory role, he continues to work occasionally as a delivery driver for Door Dash. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients, providing financial planning, retirement plan consulting, and various asset-management programs. The firm’s investment approach involves assessing client information and risk tolerance, utilizing third-party advisory models and portfolios, and offering a broad range of mutual funds, ETFs, separately managed accounts, and select alternative investments.

Thomas Tarkowski is a financial advisor with Equitable Advisors in Rochester, NY, holding a Series 66 designation and 26 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. 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 asset-management programs. The firm employs a variety of advisory models and third-party managers to deliver tailored investment solutions.