John Barry is a financial advisor at Equitable Advisors with four years of industry experience. He holds the Series 66 designation and has previously worked at Ameriprise Financial Services and Citrin Cooperman. Outside of his advisory role, he has worked as bartender and waitstaff at White Cliffs Country Club since 2018. Equitable Advisors serves a broad 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 through a network of Investment Adviser Representatives and uses a combination of firm-offered and third-party advisory programs.

Myung Choe is a Series 65-licensed financial advisor with Equitable Advisors, based in Los Angeles, CA, and has 40 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked with Axa Advisors, LLC. Outside of his advisory work, he serves as chairperson of the Korean Chamber of Commerce of Los Angeles and is an officer of the Los Angeles Central Lions Club. 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 both in-house and third-party programs to tailor investment solutions, including mutual funds, ETFs, separately managed accounts, and select alternative investments.

John Powell is a financial advisor with Equitable Advisors in Irvine, CA, holding a Series 66 designation and three years of industry experience. Prior to joining Equitable Advisors, he worked at Aflac and has experience in tax preparation as a 1099 employee for an enrolled agent. 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 delivers its services through a network of advisors and utilizes a combination of firm-offered programs and third-party asset managers.

John Dziura is a financial advisor with Equitable Advisors, holding a Series 66 designation and five years of industry experience. His work history includes roles at Equitable Advisors and Equitable since 2021, as well as prior experience at In the Market Mentors and SUNY Oswego. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm utilizes a range of investment models implemented by third-party managers and provides ERISA fiduciary services to qualified plans.

Gregory Scott is a Series 66-licensed financial advisor at Equitable Advisors with 18 years of industry experience. He has been with Equitable Advisors since 2007 and previously held a role at Axa Advisors. Scott serves on the board of the Magee Rehabilitation Hospital Foundation in Philadelphia. Equitable Advisors provides financial planning, retirement consulting, and asset management services to individuals, plans, corporations, and nonprofit organizations. The firm uses a combination of proprietary and third-party advisory programs delivered by a broad network of advisors.

Jake Coss is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. His prior work includes roles at Northwestern Mutual, Battaglia Industries, and Hy-Vee. He has been involved with the Crystal Lake Country Club for three years. Equitable Advisors serves individual clients across wealth levels, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and asset-management programs delivered through a network of Investment Adviser Representatives and third-party asset managers.

John Mccormick is a ChFC® credentialed financial advisor with 26 years of industry experience, currently with Equitable Advisors since 2000. He previously worked at Axa Advisors, LLC from 2000 to 2020. Outside of his advisory work, Mccormick serves as a board member of the Georgetown University Gridiron Club, where he participates in events and mentors student athletes. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm’s approach involves assessing client risk tolerance and matching clients with program models or discretionary managers, often utilizing third-party asset managers and LPL-sponsored advisory programs.

Robt Lineberger is a Series 66 licensed financial advisor with six years of industry experience, currently with Equitable Advisors in Troy, MI since 2020. His prior work includes roles at Jackson National, Penske Automotive, and Michigan State University. Outside of his advisory work, he serves as an assistant coach for a youth baseball team. 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 through a network of Investment Adviser Representatives and third-party program sponsors.

Nolan Doerring is a financial advisor with Equitable Advisors in Pittsburgh, PA. He holds the Series 66 designation and has been with the firm since 2026. Nolan’s prior work experience includes roles at the American Association of Insurance Services and Clark Schaefer Hackett, as well as positions at The Ohio State University Wexner Medical Center. Equitable Advisors serves individual clients ranging from non-high-net-worth to high-net-worth, as well as pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers financial planning, retirement plan consulting, and diversified asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Delawar Roashan is a financial advisor with Equitable Advisors in San Diego, CA, holding a Series 66 designation and 12 years of industry experience. He has worked with Equitable Advisors and its predecessor firms since 2014, as well as Cuso Financial Services from 2015 to 2020. Equitable Advisors serves a broad client base including individual investors, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party managers.

Brennen Tofson is a financial advisor at Equitable Advisors with Series 63 and Series 66 licenses and two years of industry experience. His prior work experience includes roles at Wilderness Resort, Wild Rock Golf Club, and Wealth Distribution Strategies. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and a variety of asset-management programs through a broad network of Investment Adviser Representatives. The firm utilizes both proprietary and third-party advisory models and offers services that include mutual funds, ETFs, separately managed accounts, and select alternative investments.

Thomas Comer is a Series 66-credentialed advisor with Equitable Advisors, based in Point Pleasant, NJ. He has 24 years of industry experience, all with Equitable Advisors and its predecessor, Axa Advisors. Equitable Advisors serves a diverse client base that includes individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing a mix of third-party managers and firm-offered solutions.

Maurice Gelfo is a financial advisor with Equitable Advisors holding a Series 66 designation and 40 years of industry experience. His prior roles include positions at Kestra Advisory, Kestra Investment Services, and Signator Investors. Outside of advising, he works as a life settlement agent and a property and casualty insurance agent. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives utilizing both proprietary and third-party investment programs.

Owen Drymond is a financial advisor with Equitable Advisors in Houston, TX, holding Series 63 and Series 66 licenses and 24 years of industry experience. His prior roles include positions at Voya Financial and Ameriprise, spanning over a decade before joining Equitable Advisors in 2020. Equitable Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset management programs. The firm’s approach involves assessing client risk tolerance and utilizing both proprietary and third-party model portfolios and advisory programs.

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.

William Johnson is a financial advisor at Equitable Advisors with one year of industry experience and holds the Series 66 designation. His prior work includes roles at the University of Alabama, Bay Mortgage, Walmart, and South Walton Beach Association. Equitable Advisors serves individual clients across wealth levels, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients, providing financial planning, retirement consulting, and asset management programs primarily through a network of Investment Adviser Representatives and third-party asset managers.

Alfred Haber is a financial advisor with Equitable Advisors in Melville, NY, holding Series 63 and Series 65 licenses and having 43 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked with Axa Advisors. Outside of his advisory role, he has involvement with insurance-related business activities. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes both proprietary and third-party investment programs and provides ERISA fiduciary services to qualified plans.

Benjamin Woodard Jr. is a financial advisor with Equitable Advisors in Raleigh, NC, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 52 years of industry experience, including 27 years at Equitable Advisors and 21 years at Axa Advisors, LLC. He is also approved to conduct insurance business with carriers outside of the Equitable network. 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 range of asset-management programs through a network of Investment Adviser Representatives, utilizing both in-house and third-party investment solutions.

Aldo Verrelli is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and bringing 49 years of industry experience. He has been with Equitable Advisors since 2005 and also leads A. Verrelli & Associates, a firm he has been associated with since 2009. Outside of his advisory roles, Verrelli serves as chairman of the College Scholarship Committee and the annual Columbus Day Parade for the Columbus Citizens Foundation. Equitable Advisors provides financial planning, retirement consulting, and asset management services to individuals, plans, corporations, and charitable organizations. The firm’s approach involves matching clients to program models or discretionary managers, using a range of proprietary and third-party investment solutions.

Evan Machowsky is a financial advisor with Equitable Advisors in New York, NY, holding a Series 66 designation and 19 years of industry experience. He has been with Equitable Advisors since 2006, including the period when it operated as Axa Advisors, LLC. Outside of his advisory work, he is a member of Messy Brine Pickling Company, a business he started in 2014. Equitable Advisors serves a broad client base that includes individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs. The firm delivers its services through a network of Investment Adviser Representatives, utilizing both proprietary and third-party managed programs without sponsoring its own wrap fee program.