Alec Hayden is a financial advisor with Equitable Advisors holding a Series 66 designation and no prior industry experience. Before joining Equitable Advisors, he worked at Lighthouse Planning Consultants and has been involved with Tavistock Country Club since 2020. Equitable Advisors serves individuals across a wide range of net worth, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm provides financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, relying on third-party asset managers and advisory programs for many solutions.

Robert Rowling is a financial advisor with Equitable Advisors, holding a Series 66 designation and 24 years of industry experience. He has been with Equitable Advisors since 2001 and previously worked at Axa Advisors, LLC. Outside of his advisory role, he serves as Commissioner for Michigan Sting Hockey. Equitable Advisors provides financial planning, retirement consulting, and asset-management services to individuals, pension plans, corporations, and institutional clients. The firm delivers its services through a network of investment adviser representatives and emphasizes matching clients with program models or discretionary managers, utilizing a range of mutual funds, ETFs, separately managed accounts, and select alternative investments.

Thomas Cuffari is a financial advisor with Equitable Advisors in Conshohocken, PA, holding Series 63 and Series 65 licenses and five years of industry experience. His prior work includes roles at Axa Advisors, LLC, Towne Park Ltd., Marywood University, and the U.S. Soccer Federation. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives and third-party asset managers.

Andrew Goldman is a financial advisor at Equitable Advisors with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Equitable Advisors since 1999. He has a background that includes nearly two decades at Karr Barth Financial Planning, Inc. Outside of his advisory role, Goldman serves as chairman of the board and executive committee member of the Anti-Defamation League. 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 for its clients.

Hannah Schertz is a financial advisor with Equitable Advisors in Peoria, IL, holding a Series 66 designation and beginning her advisory career in 2026. Prior to joining Equitable Advisors, she held various positions across multiple industries, including roles at Rivian Automotive, BM Trade Company Inc., and Ups. Outside of her advisory work, she is involved with Clean Crew LLC. 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 through a network of Investment Adviser Representatives, utilizing a range of proprietary and third-party investment models and solutions.

Esteban Chan is a financial advisor at Equitable Advisors in Jersey City, NJ, holding Series 63 and Series 66 designations with 28 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors LLC, since 1999. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes both proprietary and third-party advisory models, including the SAM program and offerings from LPL and other TAMPs.

Christopher Biddison is a Series 66 licensed financial advisor with Equitable Advisors in Columbia, MD, where he has worked since 2005. He has 21 years of industry experience and previously worked with Axa Advisors, LLC. Outside of his advisory role, he is involved as a member and co-owner of Lee Creek Farm, LLC, which manages a property in Cambridge, Maryland. Equitable Advisors serves a range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs. The firm offers various investment programs through a network of advisers and third-party sponsors, focusing on personalized risk assessment and model selection without relying on hypothetical performance in advertising.

Andrew Mcdowell is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he worked in various roles including at Jumping Brook Country Club and Il Posto. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by offering financial planning, retirement plan consulting, and asset-management programs. The firm utilizes third-party asset managers and LPL-sponsored advisory programs to deliver tailored investment solutions.

Mark Baldwin is a financial advisor with Equitable Advisors in Flowood, MS, holding a Series 66 designation and 19 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 2007. Baldwin is involved in several outside business activities, including serving as president of MARK D BALDWIN LLC and MBKB LLC, and manager of Retirement Income Planning, LLC. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals across wealth levels, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a variety of advisory programs, including third-party managers and in-house portfolio advisory services, and delivers ERISA fiduciary services to qualified plans through credentialed representatives.

Daniel Taicher is a financial advisor at Equitable Advisors with 14 years of industry experience. He has worked at Equitable Advisors since 2012 and was previously associated with Axa Advisors. Outside of his advisory role, he is a one-seventh owner of VOYAGEUR FINANCIAL GROUP, LLC, and serves as president of the Rockland Heights Condo Association. Equitable Advisors serves individuals across various 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 through a network of Investment Adviser Representatives, utilizing third-party asset managers and advisory programs.

Sleem Chang is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior roles include positions at J.P. Morgan Securities, J.P. Morgan Chase Bank, Axa Advisors, and Avant Garde Capital. Equitable Advisors serves individuals ranging from non‑high-net-worth to high-net-worth clients, as well as 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 program sponsors.

Andrew Whalen is a financial advisor with Equitable Advisors in Syracuse, NY, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives. 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.

Timothy Roman is a financial advisor with Equitable Advisors in Stevens Point, Wisconsin, 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 2000. Outside of his advisory role, Roman serves as the head pitching coach at Stevens Point Area Senior High School and is active on the Community Parks Improvement Committee of Portage. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm’s advisory services utilize a range of third-party program sponsors and discretionary managers, focusing on matching clients to suitable investment models and offering a variety of mutual funds, ETFs, separately managed accounts, and select alternative investments.

Michael Cocco is a Series 66-licensed financial advisor at Equitable Advisors with 21 years of industry experience. He has been with Equitable Advisors since 2005, including its predecessor Axa Advisors. He serves as a board member of the Penn State Alumni Association and the Montclair Public Library Foundation, contributing to charitable and community programming efforts. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm uses a variety of advisory models, including third-party asset managers and proprietary programs, to tailor investment solutions for a wide range of client needs.

Wilfredo Gil is a financial advisor with Equitable Advisors in New York, NY, holding Series 63 and Series 66 licenses and four years of industry experience. His prior work includes roles at Westphal Orthopedics and involvement with Beat The Streets Lancaster. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by offering financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm emphasizes matching clients to program models or discretionary managers, utilizing both proprietary and third-party investment solutions.

Barrett Koerner is a financial advisor with Equitable Advisors in Dallas, TX, holding a Series 66 designation and eight years of industry experience. Prior to joining Equitable Advisors, he worked at AXA Advisors and Texas Christian University. He is involved in sales of tax account programs and group ancillary products. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs a range of advisory models primarily implemented by third-party managers and offers services covering mutual funds, ETFs, separately managed accounts, and select alternative investments.

Bruce Lawson is a financial advisor at Equitable Advisors with 18 years of industry experience. He holds the Series 66 designation and has worked at Equitable Advisors since 2007. He also served as Executive Director of the West Virginia–Ohio Valley Chapter of the National Electrical Contractors Association. Equitable Advisors serves a range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset-management programs through a network of Investment Adviser Representatives and utilizes both proprietary and third-party advisory solutions.

Nan Juan is a financial advisor with Equitable Advisors in Falls Church, VA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. She has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. 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 various asset-management programs through a broad network of Investment Adviser Representatives. The firm emphasizes matching clients to advisory program models and third-party managers, offering access to mutual funds, ETFs, separately managed accounts, and select alternative investments.

Aaron Paglia is a financial advisor with Equitable Advisors, holding a Series 66 designation and 11 years of industry experience. He has been with Equitable Advisors since 2014 and previously worked with Axa Advisors. Paglia also has involvement in an outside insurance business. Equitable Advisors serves individual clients—including both non-high-net-worth and high-net-worth individuals—as well as pension plans, corporations, charitable organizations, and institutional clients. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives, utilizing both firm-offered and third-party advisory solutions.

Thomas Bailey is a Series 66-registered financial advisor with Equitable Advisors in Rochester, NY, with three years of industry experience. His prior work experience includes roles at Aspen Skiing Company and several service businesses. He is also associated with hiring activities for another advisor, Brett Caroselli. Equitable Advisors serves a broad client base including individuals, retirement plans, corporations, and charitable organizations, offering financial planning and asset management through a network of Investment Adviser Representatives and third-party advisory programs.