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Thomas M
Series 66
Woodbridge, NJ
Equitable Advisors
Thomas Mc Laughlin is a financial advisor with Equitable Advisors, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors in 2025, he was involved in small business operations including Aria Exterior Cleaning and Frank and Danny's Pizzeria. He also has a background in education, having worked at The College of Staten Island and St. Joseph by the Sea High School. Equitable Advisors serves individual clients across wealth levels, pension and profit-sharing plans, corporations, and nonprofit organizations by providing financial planning, retirement consulting, and asset management programs. The firm utilizes a network of Investment Adviser Representatives and offers various advisory models through third-party managers, focusing on personalized risk assessment and matching clients to suitable investment programs.
Michael K
Series 66
Sudbury, MA
Equitable Advisors
Michael Kalina is a financial advisor with Equitable Advisors, holding a Series 66 designation and bringing 19 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 2006. Outside of his advisory work, he contributes as an unpaid NFL Draft prospect scout for GMJR Scouting. 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 leverages a range of advisory models and third-party program sponsors to tailor investment solutions for its clients.
Zachary M
Series 66
Raleigh, NC
Equitable Advisors
Zachary Merritt is a financial advisor with Equitable Advisors in Raleigh, NC, holding a Series 66 credential and one year of industry experience. He has previously worked at several financial firms including Lincoln Financial Securities, Bank of America, and Merrill Lynch. Outside of his advisory role, Merritt assists with family business consulting and serves as a Notary Public. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of advisory models and third-party asset managers to deliver tailored investment solutions.
Kenneth H
Series 66
Independence, OH
Equitable Advisors
Kenneth Hight is a financial advisor with Equitable Advisors in Independence, OH. He holds a Series 66 designation and joined the firm in 2026. Prior to his current role, he worked in the education sector, including positions at Columbus City Schools and the Educational Service Center of Central Ohio. Equitable Advisors serves a broad range of clients, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a variety of advisory models and third-party asset managers to tailor investment solutions.
Harold M
Series 63, Series 66
Harbor Springs, MI
Equitable Advisors
Harold Maude Jr. is a financial advisor with Equitable Advisors holding Series 63 and Series 66 credentials and 43 years of industry experience. He has been with Equitable Advisors since 2006, including time at Axa Advisors, LLC prior to the transition. He serves as a trustee for two family irrevocable trusts. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, institutions, and charitable organizations. The firm utilizes a range of advisory programs and third-party asset managers to meet client needs, covering mutual funds, ETFs, separately managed accounts, and select alternative investments.
Rebecca P
Series 66
New York, NY
Equitable Advisors
Rebecca Pesce is a financial advisor with Equitable Advisors in New York, NY, holding a Series 66 designation and beginning her advisory career in 2026. Prior to joining Equitable Advisors, she has held positions at the Westchester Hills Golf Club and Larchmont Yacht Club. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and various asset management programs primarily through a network of Investment Adviser Representatives and third-party asset managers.
Hailey G
Series 63, Series 65
Charlotte, NC
Equitable Advisors
Hailey Grooms is a financial advisor at Equitable Advisors with 17 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at The Vanguard Group for 15 years before joining Equitable Advisors. 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, leveraging both in-house and third-party advisory platforms.
Raymond Oliver A
Series 66
Portsmouth, NH
Equitable Advisors
Raymond Oliver Alvarez is a financial advisor with Equitable Advisors and holds a Series 66 designation. He has two years of industry experience and has been with Equitable Advisors since 2023. Outside of finance, he is the owner of Mainely Kitchens and Baths Inc. and Summerhands Construction, businesses unrelated to his investment work. Equitable Advisors serves a broad client base including individual investors, pension and profit-sharing plans, corporations, and charitable organizations. 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.
Bogna Z
Series 63, Series 65
Holmdel, NJ
Equitable Advisors
Bogna Zachura is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with Equitable Advisors since 1999, having previously been affiliated with AXA Advisors, LLC during that period. Her other business activities include various insurance-related roles. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by offering financial planning, retirement plan consulting, and a range of asset-management programs. The firm uses a network of Investment Adviser Representatives and relies on both proprietary and third-party solutions to deliver diversified advisory services.
Jackson W
Series 66
Melville, NY
Equitable Advisors
Jackson Willis is a financial advisor at Equitable Advisors with a Series 66 credential and one year of industry experience. Prior to joining Equitable Advisors, he worked at Marist University and Wegmans Food Markets. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives and third-party programs.
Kyle F
Series 66
Austin, TX
Equitable Advisors
Kyle Fernandez is a financial advisor at Equitable Advisors with one year of industry experience. He holds the Series 66 designation. His prior work includes roles at Borderlands Brewing Company and Mission Steel. Equitable Advisors serves a broad client base, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and various asset-management programs through a network of Investment Adviser Representatives and third-party managers.
Kenneth H
Series 63, Series 65
Irvine, CA
Equitable Advisors
Kenneth Henderson is a financial advisor with Equitable Advisors in Irvine, CA, holding Series 63 and Series 65 licenses and having 32 years of industry experience. He has worked at Equitable Advisors since 2003 and previously at Morgan Stanley DW Inc. from 1998 to 2002. Outside of his advisory role, he serves as a commissioner on the Tustin City Community Service Commission and is treasurer and a board member of the Tustin Host Lions Club. 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 utilizes a range of advisory programs and third-party asset managers to tailor investment solutions based on client risk tolerance and goals.
Robert M
Series 66
Cherry Hill, NJ
Equitable Advisors
Robert Minor Jr. is a financial advisor at Equitable Advisors with 14 years of industry experience. He holds a Series 66 designation and has been with Equitable Advisors since 2012. Outside of his advisory work, he serves as president of the Moorestown Business Networkers and is a board member of the nonprofit organization For Pete's Sake. 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 matching clients to program models or discretionary managers through a network of Investment Adviser Representatives, utilizing a range of investment options and ERISA fiduciary services.
Nicholas D
Series 66
Fort Worth, TX
Equitable Advisors
Nicholas Davila is a financial advisor at Equitable Advisors in Fort Worth, TX, with one year of industry experience. He holds the Series 66 designation and previously worked at Blaies & Hightower, LLP, Hiley Subaru, and Burford & Ryburn, LLP. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, 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.
Hunter T
Series 66
Roanoke, VA
Equitable Advisors
Hunter Townsend is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors in 2025, he worked at Indian Point Marina and held roles at James Madison University and Captains Quarters. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes various advisory models and third-party program sponsors to implement investment strategies across multiple asset types.
Trevor A
Series 66
Kirkland, WA
Equitable Advisors
Trevor Alger is a financial advisor with Equitable Advisors in Kirkland, WA, holding a Series 66 designation and two years of industry experience. He previously worked at Crump Life Insurance for ten years before joining Equitable Advisors in 2023. Outside of advising, he is a co-owner of Belle Maria Salon, a hair salon in Kirkland. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and various asset management programs through a network of Investment Adviser Representatives. The firm uses a combination of proprietary and third-party advisory programs, focusing on matching clients to models or discretionary managers while providing ERISA fiduciary services to qualified plans.
Grant O
Series 63, Series 66
Troy, MI
Equitable Advisors
Grant Osborne is a financial advisor at Equitable Advisors in Troy, MI, with seven years of industry experience. He holds Series 63 and Series 66 designations. His career includes roles at Axa Advisors, Jackson National Life, and Sysco Detroit LLC. Outside of finance, he operated a landscaping business, OSB Group, LLC, from 2016 to 2018. Equitable Advisors serves a broad range of clients, including individual investors, pension plans, corporations, and charities, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm employs various advisory models, including third-party TAMPs and proprietary programs, and offers services covering mutual funds, ETFs, separately managed accounts, and certain alternative investments.
Joel C
Series 63, Series 65
Dallas, TX
Equitable Advisors
Joel Cochran is a financial advisor at Equitable Advisors in Dallas, TX, holding Series 63 and Series 65 licenses with four years of industry experience. He previously worked at Soci, LP for six years before joining Equitable Advisors, where he has been since 2021. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and a range of asset-management programs. The firm uses a network of Investment Adviser Representatives and offers both proprietary and third-party asset-management solutions tailored to client needs.
Kailen C
Series 66
New York, NY
Equitable Advisors
Kailen Coelho is a financial advisor with Equitable Advisors in New York, NY, holding a Series 66 license and having one year of industry experience. Prior to joining Equitable Advisors, Coelho worked at Gemini Shippers Group for three years and has a background that includes positions at Colgate University and Deerfield Academy. 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’s approach centers on assessing client information and risk tolerance to recommend investment models and discretionary managers, utilizing a mix of proprietary and third-party solutions.
William B
Series 66
Charleston, WV
Equitable Advisors
William Bracken Sr. is a Series 66-licensed financial advisor with nine years of industry experience, currently serving clients at Equitable Advisors since 2023. His prior experience includes roles at Bank of America, Merrill, and Morgan Stanley. He serves as a Board Member and Programming Committee Chair for the Charleston WV Rotary Club. 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 and third-party asset managers to tailor investment solutions for both non-high-net-worth and high-net-worth clients.
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