Syracuse, NY Plum Street Office

Ann Heyen is a financial advisor at Equitable Advisors with one year of industry experience. She holds the Series 66 designation and has prior experience at Raymond James Financial Services. Outside of financial services, she has held roles in education and hospitality, including work with Le Moyne College Admissions and the Best Western Astoria Bayfront Hotel. Equitable Advisors serves a broad client base 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 investment models and managers.

Michelle Lester is a Series 66-licensed financial advisor with Equitable Advisors in Syracuse, NY, and has three years of industry experience. She previously worked at Merrill Lynch for seven years. Outside of her advisory role, she is employed in a supervisory, non-investment related position with Syracuse Parking Services and serves as power of attorney for her parents. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party solutions.

Mark Nicolosi is a Series 66 credentialed financial advisor with two years of industry experience, currently with Equitable Advisors in Syracuse, NY. His prior work includes roles at Morgan Stanley and tutoring with Varsity Tutors. Outside of finance, he is involved in online tutoring through Varsity Tutors. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charities, offering financial planning and a variety of asset management programs delivered through a network of Investment Adviser Representatives and third-party managers.

Andrew Whalen is a financial advisor with Equitable Advisors in Syracuse, NY, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives. The firm uses a variety of advisory models and third-party asset managers, offering solutions that include mutual funds, ETFs, separately managed accounts, and select alternative investments.

Sheri Tuttle is a financial advisor with Equitable Advisors in Syracuse, NY, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors in 2025, she worked at Saab, Inc. for four years, SRC, Inc. for three years, and the Salvation Army Empire State Division for seven years. 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 various asset-management programs, utilizing both proprietary and third-party advisory solutions.

Michael Ferlenda is a financial advisor at Equitable Advisors with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Equitable Advisors since 2015, including its prior iteration as AxA Advisors. 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 offers a variety of advisory programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment management solutions.

Edward Tucker is a Series 66-licensed financial advisor with Equitable Advisors in Syracuse, NY. He has one year of industry experience and previously worked at Novelis for nine years and GDI for one year. Equitable Advisors serves a diverse client base, including individual and institutional clients, offering financial planning, retirement plan consulting, and asset-management programs. The firm’s advisory approach involves assessing client risk tolerance and matching them with program models or discretionary managers, utilizing both proprietary and third-party investment solutions.

Carmen Chirico is a financial advisor at Equitable Advisors with one year of industry experience and a Series 66 designation. Prior to joining Equitable Advisors, Carmen worked at Pinnacle Investments and has been involved with Two Trees Cicero, a pizza restaurant, where they worked as a delivery driver and cook. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset management programs delivered through a network of Investment Adviser Representatives and third-party partnerships.

Christopher Fragnito is a financial advisor at Equitable Advisors in Syracuse, NY, with six years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Pine Grove Health and Country Club and LeMoyne College. 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 various asset management programs delivered through a network of Investment Adviser Representatives and third-party asset managers.

Joseph Dimora is a financial advisor with Equitable Advisors in Syracuse, NY, holding Series 63 and Series 65 designations and 42 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Outside of his advisory role, he is involved in insurance brokerage activities. 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 asset-management programs through a network of advisors and third-party managers, with a focus on personalized risk assessment and matching clients to appropriate investment models.

Daniel Silfer is a financial advisor at Equitable Advisors with one year of industry experience. He holds a Series 66 designation. Prior to joining Equitable Advisors, he worked at the Office of the Comptroller of The Currency and held various roles in education. Equitable Advisors serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a range of advisory models implemented through third-party sponsors and focuses on matching clients to appropriate investment programs based on risk tolerance and personal information.

Matthew Soto is a financial advisor with Equitable Advisors in Syracuse, NY. He holds a Series 66 designation and has five years of industry experience. Prior to joining Equitable Advisors in 2021, he was a student at St. Lawrence University from 2016 to 2020. Equitable Advisors serves a broad client base including individual, institutional, and charitable clients, offering financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party asset managers.

Daniel Becker Jr. is a financial advisor at Equitable Advisors with one year of industry experience. He holds a Series 66 designation and has worked at Equitable Advisors and related entities, as well as having roles in education at West Genesee School District and SUNY Cortland. Outside of advisory roles, he has experience in the car wash industry. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm provides financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives, using both proprietary and third-party investment solutions.

Anna Bristol is a financial advisor at Equitable Advisors with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Equitable Advisors since 2017, including its predecessor AxA Advisors, as well as CXTEC prior to that. She serves as a member of the Board of Directors for Liverpool Turkey Trot, Inc. 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 advisory models and third-party managers, offering investment options including mutual funds, ETFs, separately managed accounts, and select alternative investments.

Michael Leone is a financial advisor with Equitable Advisors in Syracuse, NY, holding Series 63 and Series 66 designations and 21 years of industry experience. He has been with Equitable Advisors since 2005, including its predecessor AXA Advisors, and is involved in several property management ventures as a minority owner and member of multiple limited liability companies. Equitable Advisors serves a broad range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through both firm-offered and third-party programs. The firm’s advisory approach includes risk assessment and matching clients to program models or discretionary managers, utilizing mutual funds, ETFs, separately managed accounts, and select alternative investments.