William Milton Jr. is a financial advisor at Equitable Advisors with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Equitable Advisors since 2001. Outside of his advisory work, Milton serves as Chairman of the financial stewardship committee at Mt. Moriah Missionary Baptist Church. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a range of investment programs and third-party managers, focusing on tailored advice based on client risk tolerance and needs.

Jennifer Kim is a financial advisor with Equitable Advisors, holding a Series 66 designation and 15 years of industry experience. She previously worked at Cetera and Avantax and serves as a partner at Prospera Accountancy Group, where she provides CPA services. 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 through a network of Investment Adviser Representatives and third-party 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.

Juan Rodrigo Martin is a Series 66-licensed financial advisor with Equitable Advisors in Melville, NY, and has nine years of industry experience. He has been with Equitable Advisors and its predecessor Axa Advisors since 2016. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, charities, and institutional clients. The firm offers a range of advisory programs through its network of representatives, utilizing both proprietary and third-party investment solutions.

Edward Balfour is a financial advisor with Equitable Advisors in Bellevue, WA, holding Series 63 and Series 65 licenses and having 30 years of industry experience. His prior roles include positions at VOYA Financial Advisors and Axa Advisors, with multiple tenures at Equitable Advisors dating back to 2000. Equitable Advisors serves a broad client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs. The firm’s approach integrates personal and plan information with risk assessments to match clients with various advisory models, utilizing both proprietary and third-party investment solutions.

Chris Occhipinti is a financial advisor with Equitable Advisors, holding a Series 66 designation and 13 years of industry experience. He has worked at Equitable Advisors since 2016 and previously held positions at Axa Advisors, LLC and B. Riley Wealth Advisors, Inc. He serves on the board of Contractors For Kids. 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’s approach involves matching clients to program models or discretionary managers, relying on third-party asset managers and advisory programs for much of its portfolio management.

Pierre Pajak is a financial advisor with Equitable Advisors in Oak Brook, IL, holding Series 63 and Series 65 credentials and possessing 33 years of industry experience. He has been with Equitable Advisors since 1999 and was previously affiliated with AXA Advisors, LLC. He serves as president of the National Association of Insurance and Financial Advisors (NAIFA) board as of 2023. 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 variety of advisory programs and third-party managers to deliver customized investment solutions.

Ryder Seiz is a financial advisor with Equitable Advisors in Raleigh, NC, holding a Series 66 designation and three years of industry experience. Prior to joining Equitable Advisors in 2023, his work history includes roles at DoorDash and UNC Aquatics. 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 utilizes a range of advisory models implemented by third-party sponsors and offers access to mutual funds, ETFs, separately managed accounts, and select alternative investments.

Keith Lee is a financial advisor with Equitable Advisors holding a Series 66 designation and has one year of industry experience. Prior to joining Equitable Advisors, he worked at Nike and has been involved with the Racial Equity Institute since 2023. Equitable Advisors serves a wide range of clients, 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 investment solutions.

Samuel Goulet is a financial advisor at Equitable Advisors with one year of industry experience. He holds the Series 66 designation and previously worked at Compass and Colorado Mesa University. Equitable Advisors serves individual clients, pension plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives. The firm’s approach involves assessing client information and risk tolerance to match clients with suitable investment models, utilizing both proprietary and third-party advisory solutions.

Jonathan Cott is a CFP®-credentialed financial advisor with 27 years of experience, currently with Equitable Advisors in Dallas, TX. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Outside of his advisory role, he serves as a trustee for a family member trust. 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 asset management programs. The firm employs a variety of advisory models implemented through third-party sponsors and provides ERISA fiduciary services to qualified plans.

Scott Jusiak is a financial advisor with Equitable Advisors in Williamsville, NY, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has been with Equitable Advisors since 2004 and served in the U.S. Air Force Reserve from 1992 to 2021. 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, including third-party programs and discretionary management, and offers ERISA fiduciary services through credentialed representatives.

James Figurelli is a financial advisor at Equitable Advisors with one year of industry experience. He holds a Series 66 designation and previously worked in various roles including at Tac Ops Laser Tag and Spring Brook Country Club. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients with financial planning, retirement plan consulting, and a range of asset-management programs. The firm utilizes both proprietary and third-party advisory programs, emphasizing client information gathering, risk assessment, and matching to program models or discretionary managers.

Michael Tippin is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Equitable Advisors and its predecessor firm AXA Advisors since 1999. Outside of his advisory role, he is a member of Bourbon Brau LLC, an entity created to purchase an airplane. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs. The firm offers both proprietary and third-party investment solutions through a network of Investment Adviser Representatives and emphasizes risk assessment and personalized program matching.

Rodney Foster is a financial advisor with Equitable Advisors in Atlanta, GA, holding Series 63 and Series 65 credentials and over 42 years of industry experience. He has worked with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Outside of his advisory work, he is an author of non-financial related material. 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 asset management programs through a network of Investment Adviser Representatives and third-party managers.

Michael Cantin is a financial advisor with Equitable Advisors in Wall, NJ, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Equitable Advisors since 1999, including its predecessor firm Axa Advisors, LLC. Equitable Advisors serves individual clients across wealth levels, as well as pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs. The firm uses a network of Investment Adviser Representatives and combines firm-offered and third-party advisory programs to tailor solutions based on client needs and risk tolerance.

James Dellavecchia is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He previously worked at LPL Financial for nine years before joining Equitable Advisors. Dellavecchia serves as president of the Cranford Business Alliance, a community organization. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and institutions. The firm uses a range of advisory programs and third-party asset managers to deliver personalized investment solutions.

Jack Mullen is a financial advisor with Equitable Advisors in Stamford, CT. He holds a Series 66 designation and began his career in the industry in 2026. Prior to joining Equitable Advisors, his background includes roles in education and beverage distribution. Equitable Advisors serves individuals across wealth levels, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm provides financial planning, retirement consulting, and asset management programs, utilizing a variety of investment models implemented through third-party managers and affiliated programs.

John Powell Jr. is a financial advisor at Equitable Advisors with eight years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including PNC Investments, Bank of America, Merrill, and Northwestern Mutual. Powell is a member of the C-Suite for Christ Speakers Bureau. Equitable Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm utilizes various third-party advisory models and provides ERISA fiduciary services without sponsoring its own wrap fee program.

Zahin Muqsit is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. His prior work includes roles at BRAC Bank Limited and teaching positions at Wichita State University and Bangladesh University of Professionals. Equitable Advisors serves a diverse 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 asset managers.