Our Team

Dan McAuliffe has been a Financial Advisor with Equitable Advisors since 2010. Dan graduated from The Canisius College Wehle School of Business with a Bachelor’s Degree in Business Management and a minor in International Business....

Chelsea gained her Bachelors of Science in Marketing concentrating in Economics at Johnson & Wales University in Providence, Rhode Island. She started her career with Equitable in 2015 and has gown with the company ever since. As a...

From an early age, Casey knew he wanted to pursue a career in financial advising. Inspired by his father, Lou Nuchereno, Casey witnessed firsthand the meaningful impact his father had on clients throughout his career. That example left...

Maxwell Blitz joined Equitable Advisors, LLC in 2020 after graduating from the SUNY Fredonia school of business with a bachelor’s degree in Finance. During his time there, he played four years of NCAA college hockey for the Blue Devils...

Jacob Cooper joined Equitable Advisors LLC after beginning his career in banking. Jacob has years acquiring knowledge, gaining certifications, and reaching milestones. Jacob takes pride in the connections he builds with his clients....

Michael Flury joined Equitable Advisors, LLC after graduating from Lake Erie College with a bachelor’s degree in Finance. During his time there, he played four years of NCAA college lacrosse for the Storm at the Division 2 level and...

Joe attended Buffalo State University for Business Administration with a minor in Business Economics. He chose a career with the Buffalo Fire Department in 2010. He was awarded Union person of the year in 2023. Joe joined the Equitable...

Many people think that developing financial strategies to reach their goals is a daunting task. In most cases, they don’t move forward because they are uncertain as to what the next steps should be for them. I work with my clients to...

Danny Latona joined Equitable Advisors, LLC after years of experience in sales and accounts receivables. He also has a degree in healthcare administration. Danny currently holds his New York Life and Health License, FINRA Series 6, and...

Ryan Matthews was born and raised in Buffalo NY. He attended Canisius High School and graduated from the University of Pittsburgh while playing 4 years of club lacrosse and racquetball. He holds a bachelor’s degree in finance and a...

I grew up in Poughkeepsie NY. I graduated from Spackenkill high school where I played football. I worked in a Italian restaurant in my senior year of high school. After graduation, I opened my own Italian restaurant before deciding to...

Alexa Dix is an Administrative Assistant at Pace Financial, where she supports the advisory team and helps ensure smooth day-to-day operations and a positive client experience.Alexa earned her Bachelor of Science from Gannon University...

Cheryl Hoffman is an integral part of the Pace Financial Partners team, specializing in administrative tasks such as scheduling, client communication, service work, and paperwork. Additionally, she contributes her expertise in...

Carol Reardon is a Client Manager, supporting financial analysis and business processing. Carol graduated from Potsdam College with a Bachelor of Science in Mathematics and a Computer Science concentration. She also earned a Masters of...