Timothy Baker is a financial advisor with Equitable Advisors in Sebring, FL, holding Series 63 and Series 65 licenses and with 28 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Outside of his advisory role, he serves on the boards of community and charitable organizations, including the Highlands County Fair Association, Haiti Bible Mission, and Sparta Ministries, and is the vice president of his local property owners association. Equitable Advisors provides services to individuals, retirement plans, corporations, and institutional clients through a network of Investment Adviser Representatives. The firm offers financial planning, retirement consulting, and asset management programs, utilizing third-party managers and model portfolios while delivering ERISA fiduciary services to qualified plans.

Kevin Sanders is a financial advisor at Equitable Advisors with approximately one year of experience. He holds a Series 66 designation and previously worked in education and service roles, including positions at multiple schools and AmeriCorps. Equitable Advisors serves a diverse client base including individuals, retirement plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and various asset management programs through a network of Investment Adviser Representatives and third-party managers.

Alex Mashak is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and four years of industry experience. Prior to joining Equitable Advisors, he worked in several school districts including Edgar, Merrill Area, and Auburndale. Outside of his advisory role, he serves as a power of attorney to his spouse. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and asset management programs. The firm delivers services through a network of Investment Adviser Representatives and emphasizes matching clients to program models or discretionary managers, using a mix of proprietary and third-party investment solutions.

Evan Felix is a financial advisor with Equitable Advisors, holding the Series 66 designation and two years of industry experience. His prior roles include work with Daurem LLC and Greek House, along with time at Virginia Commonwealth University. 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 information and risk tolerance to match clients with program models or discretionary managers, utilizing both proprietary and third-party investment solutions.

Michael Deliso is a Series 66-licensed financial advisor with 14 years of industry experience. He has worked at Equitable Advisors since 2019, following five years at Morgan Stanley. 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 through a network of Investment Adviser Representatives, utilizing third-party advisory programs and discretionary management models.

Joseph Gambone III is a financial advisor with Equitable Advisors in Bala Cynwyd, PA, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked at Equitable Advisors since 2015 and was previously with Axa Advisors. Outside of his advisory role, he is involved as an agent with Ashar Group and maintains activities with several insurance firms including Aetna and Cigna. 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 various asset-management programs. The firm’s approach involves assessing client information and risk tolerance to recommend advisory models and discretionary management, utilizing both proprietary programs and third-party asset managers.

Luke Boyd is a financial advisor at Equitable Advisors with one year of industry experience. He holds a Series 66 designation and has worked previously in roles outside the financial industry, including positions at Pearl Street Beverage and Instacart. Equitable Advisors serves individuals, pension plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and various asset management programs. The firm utilizes a range of third-party advisory models and offers services covering mutual funds, ETFs, separately managed accounts, and select alternative investments.

Rachel Goodman is a financial advisor with Equitable Advisors in Bala Cynwyd, PA, holding a Series 66 designation and one year of industry experience. She has worked at Equitable Advisors since 2024 and is also involved with 5 Star Appraisals, a real estate firm where she performs data entry. 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 asset management through various advisory programs and third-party managers.

Natalie Kania is a financial advisor with Equitable Advisors in Scottsdale, AZ. She holds Series 63 and Series 66 licenses and has three years of experience in the industry, including prior roles at The Vanguard Group and a real estate career as a licensed realtor with Sands Realty. Equitable Advisors serves a broad client base ranging from individual investors to institutional clients, providing financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives and a variety of investment programs and third-party managers.

Michele Fajardo is a Series 66 licensed financial advisor with Equitable Advisors, based in New York, NY, and has 24 years of industry experience. She has been with Equitable Advisors since 1998, including its predecessor Axa Advisors LLC, totaling over two decades at the firm. 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 managers.

Nathan Kraus is a financial advisor with Equitable Advisors in Oak Brook, IL, holding a Series 66 designation and 13 years of industry experience. He has worked at Equitable Advisors since 2014 and previously spent time at Axa Advisors and Edward Jones. Outside of his advisory role, he is involved in an outside insurance brokerage business. 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 through a network of Investment Adviser Representatives and third-party program referrals.

Jay Kiefer is a financial advisor with Equitable Advisors in Edmond, OK, holding Series 63 and Series 65 credentials and two years of industry experience. He has worked at Jerry Kiefer (Cornerstone Planning Group) and Equitable Advisors for three years each. He is also a minority owner of two limited liability companies, JAK, LLC and JK4, LLC. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by offering financial planning, retirement plan consulting, and various asset-management programs. The firm’s advisory services include firm-offered programs and referrals to third-party asset managers, with a focus on matching clients to suitable investment models and discretionary managers.

Jason Bridge is a financial advisor at Equitable Advisors with five years of industry experience and holds the Series 66 designation. Prior to joining Equitable Advisors in 2021, he worked for Upstate New York Transplant Services for sixteen years. 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 both proprietary and third-party advisory models.

Beena Kinariwala is a financial advisor with Equitable Advisors in Troy, MI, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. She has been with Equitable Advisors since 1999, including its predecessor AXA Advisors, LLC. Outside of her advisory role, she operates BK Financial Services as a sole proprietor, conducting other insurance activities. 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 both proprietary and third-party investment solutions.

Shane Rooney is a financial advisor with Equitable Advisors in Dallas, TX, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Equitable Advisors in 2024, Rooney worked at Aflac and Shake Smart, and attended Southern Methodist University. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives. The firm utilizes third-party asset managers and advisory programs, offering a range of investment options including mutual funds, ETFs, separately managed accounts, and select alternative investments.

Jonathan Gerschman is a financial advisor with Equitable Advisors in Worthington, OH, holding a Series 66 designation and 16 years of industry experience. He has been with Equitable Advisors since 2010 and previously worked at Axa Advisors, LLC. Outside of his advisory role, he owned a restaurant, Brio Tuscan Grill, from 2010 to 2022. 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. The firm utilizes a range of advisory models and third-party asset managers while providing ERISA fiduciary services through credentialed representatives.

Jason Harris is a financial advisor with Equitable Advisors, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Thomas Reuters and operating his own firm, J. Harris Capital, LLC. Outside of advising, Harris is involved in community and business organizations, serving on the finance committee of the Toledo Rotary and participating in chambers of commerce in Maumee and Findlay. 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. The firm employs various advisory models and third-party asset managers, focusing on personalized client assessment without sponsoring its own wrap fee program.

Cade Clary is a financial advisor with Equitable Advisors in Scottsdale, AZ, holding a Series 66 designation and beginning his advisory career in 2026. Prior to this role, he gained diverse experience across multiple industries, including luxury rentals, retail, education, and moving services. Equitable Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, and nonprofit organizations. The firm offers financial planning, retirement plan consulting, and various asset management programs, utilizing both third-party asset managers and proprietary platforms to deliver investment solutions.

Jonathan Waterman is a Series 66-licensed financial advisor with Equitable Advisors in Raleigh, NC, where he has worked for 24 years. Prior to the firm's rebranding, he was affiliated with Axa Advisors for 18 years. Outside of advising, he holds various roles including healthcare power of attorney for his spouse and guardianship responsibilities for his daughter. Equitable Advisors serves individuals across a wide range of wealth levels, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management. The firm’s approach involves matching clients to program models or discretionary managers, utilizing both proprietary and third-party investment programs and offering ERISA fiduciary services to qualified plans.

James Frank is a financial advisor with Equitable Advisors in Bala Cynwyd, PA, holding Series 63 and Series 65 licenses and 43 years of industry experience. He has been associated with Equitable Advisors since 1999, with prior experience at Karr Barth Financial Planning, Inc. from 2002 to 2021 and Financial Planning Partners LLC from 2021 to 2023. Outside of advising, he is also an attorney specializing in estate planning and provides estate administration and trustee services. Equitable Advisors serves individual clients across wealth levels, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers financial planning, retirement consulting, and diverse asset-management programs, utilizing third-party managers and its SAM program to implement advisory models.