Rachel Israel is a financial advisor with Equitable Advisors in Canton, OH, holding Series 63 and Series 66 licenses and three years of industry experience. Her prior work experience includes roles at Masonite International, Bank of America Merrill Lynch, and the Robert D. Walter Center at Ohio University. 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 Investment Adviser Representatives, utilizing various third-party advisory models and proprietary strategies.

Bridget Green is a financial advisor with Equitable Advisors, holding a Series 66 designation and 16 years of industry experience. She has worked with Equitable Advisors since 2010, including its prior iteration as Axa Advisors, LLC. Outside of her advisory role, she serves as a trustee on her own children's accounts. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to a diverse client base, including individuals, pension plans, corporations, and charitable organizations. The firm delivers its services through a large network of Investment Adviser Representatives and utilizes a variety of advisory models and third-party asset managers.

Donna Timmerman is a financial advisor with Equitable Advisors in Boca Raton, FL, holding a Series 66 designation and 20 years of industry experience. She has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 2006. Outside of her advisory work, she is involved with Comprehensive Planning-Goodman LLC, focusing on life insurance policy sales. Equitable Advisors serves a broad client base, including individuals across wealth levels, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing third-party asset managers and advisory programs to deliver tailored investment solutions.

Rodolfo Martin is a financial advisor with Equitable Advisors, 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, LLC, since 1999. Outside of his advisory work, he serves as a deacon at the Church of St Aidan, assisting the pastor during Mass. 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 utilizes a range of advisory models and third-party program sponsors to deliver its services, including ERISA fiduciary services for qualified plans.

Robert Duffy is a financial advisor with Equitable Advisors in Irvine, CA, holding Series 63 and Series 65 licenses and 30 years of industry experience. He previously worked at Morgan Stanley DW Inc. from 1997 to 2005 and has been with Equitable Advisors (and formerly Axa Advisors) since 2005. He serves as a co-trustee for his family trust outside of his advisory role. 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’s approach includes using third-party program sponsors and endorsed TAMPs, offering a range of investment options such as mutual funds, ETFs, separately managed accounts, and select alternative investments.

Ataullah Mangal is a financial advisor at Equitable Advisors with a Series 66 designation and no prior industry experience. His work history includes roles at Dexa Ventures, Wells Fargo Bank, Uber, Cydcor, PAE, and Azizi Bank. Outside of advisory work, he has been involved with Uber since 2022. Equitable Advisors serves a wide range of clients, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party managers. The firm’s approach involves assessing client risk tolerance and leveraging both proprietary and third-party investment programs.

Brennen Gerhart is a CFP® professional with 14 years of industry experience, currently serving at Equitable Advisors. His prior roles include positions at Ceros Financial Services, AtCap Partners, Morgan Stanley Smith Barney, Morgan Stanley Private Bank, Bank of America, and Merrill. Outside of his advisory work, he is the owner of Gerhart Enterprises LLC, an entity established to manage business expenses. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of third-party advisory models and offers services through a network of Investment Adviser Representatives, focusing on personalized risk assessment and matching clients with appropriate investment solutions.

Denise Wiggins is a financial advisor with Equitable Advisors, holding a Series 66 designation and 13 years of industry experience. She has been with Equitable Advisors since 2014 and previously worked at Axa Advisors. In addition to her advisory role, she operates Denise Wiggins Certified Public Accountant LLC. Equitable Advisors serves individual and institutional clients, offering financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party asset managers.

Anthony Pecoraro is a financial advisor with Equitable Advisors, holding a Series 66 designation and 18 years of industry experience. He has been with Equitable Advisors since 2007, including its predecessor AXA Advisors, LLC. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party program referrals.

Aaron Samuels is a financial advisor with Equitable Advisors in Fort Worth, TX, holding Series 63 and Series 65 licenses and with 18 years of industry experience. He has been with Equitable Advisors since 2016 and previously worked at AXA Advisors, LLC. Outside of his advisory role, he serves as Board Chair of the Burleson Area Chamber of Commerce. 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’s approach involves assessing client information and risk tolerance to match clients with advisory programs or discretionary managers, utilizing a mix of proprietary and third-party solutions.

Elizabeth Vella is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. Her prior roles include positions at Christian Brothers Investment Services, Inc. and Foreside Financial Services, LLC. Equitable Advisors serves a range of clients from individuals to institutional entities, providing financial planning, retirement plan consulting, and asset management programs. 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.

David Hutchinson is a CFP® certified financial advisor with 29 years of industry experience, currently practicing with Equitable Advisors since 1999. He previously worked under Axa Advisors, LLC until 2020, overlapping with his tenure at Equitable. Outside of his advisory role, he is involved with DABYN Wealth Strategies, LLC, where he acts as Attorney In Fact for his wife and business partner. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and various asset management programs. The firm utilizes a network of Investment Adviser Representatives and a combination of proprietary and third-party investment programs to tailor advice and portfolio management to client needs.

Wayne Pfeiffer is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 designations and possessing 31 years of industry experience. He has been with Equitable Advisors since 1999, including the period when the firm operated as AXA Advisors, LLC. Outside of his advisory role, he is involved in WJP Insurance Services, Inc. Equitable Advisors serves individual clients across wealth levels, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and various asset-management programs. The firm’s investment approach involves matching clients to program models or discretionary managers, often utilizing third-party asset managers and sponsored advisory programs.

Donna Walsh is a financial advisor with Equitable Advisors in Wellesley, MA, holding a Series 66 designation and 18 years of industry experience. She previously worked at Merrill and Axa Advisors, Llc before joining Equitable Advisors in 2012. Walsh serves as Advisory Council Treasurer for Boston Women in Finance, where she contributes to education programs and membership initiatives. 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 uses a variety of advisory models, including third-party investment programs and discretionary management, and offers ERISA fiduciary services through credentialed representatives.

Daniel Schraeder is a financial advisor with Equitable Advisors in Springfield, IL, holding Series 63 and Series 66 designations and seven years of industry experience. Prior to joining Equitable Advisors in 2019, he was with Axa Advisors and has a background that includes four years at the University of Illinois. He serves as Treasurer for the Hurstbourne Homeowners Association, managing the association's financial records and funds. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations with financial planning, retirement consulting, and asset management programs. The firm utilizes a range of advisory models and third-party asset managers to tailor solutions for clients, including ERISA fiduciary services for qualified plans.

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.

Jeremy Alexander is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and 15 years of industry experience. His prior experience includes extensive tenure at AXA Advisors and related entities. He is also a licensed attorney in California, though currently non-practicing. 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 various asset-management programs primarily through a network of Investment Adviser Representatives and third-party program sponsors.

Jake Jones is a Series 66-licensed financial advisor with Equitable Advisors in New York, NY, and has two years of industry experience. Prior to joining Equitable Advisors, he held roles at Copra Risk Analysis and Alpha Edison, and has experience in real estate with Russlyon Sotheby’s. He attended the University of Arizona from 2020 to 2024. Equitable Advisors serves a broad 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 and third-party asset managers to deliver personalized investment solutions.

William Owens is a financial advisor with Equitable Advisors in Charlotte, NC. He holds a Series 66 designation and has been with Equitable Advisors since 2026. Prior to his advisory role, his background includes positions at Northwestern Mutual and experience in several other industries. 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 through a network of Investment Adviser Representatives. The firm utilizes third-party advisory models and offers services across mutual funds, ETFs, separately managed accounts, and select alternative investments.

Joseph Ouellette is a financial advisor with Equitable Advisors in Ponte Vedra, FL, holding Series 63 and Series 65 credentials and 55 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Equitable Advisors serves individuals, retirement plans, corporations, and institutional clients by offering financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes a network of Investment Adviser Representatives and third-party asset managers to deliver customized investment solutions across mutual funds, ETFs, separately managed accounts, and select alternative investments.