Elona Gera is a financial advisor at Equitable Advisors with 13 years of industry experience. She holds the Series 66 designation and has been with Equitable and its predecessor, AXA Equitable, since 2013. Outside of advising, she provides Albanian interpretation services for medical appointments. Equitable Advisors serves a broad range of clients, including individuals from non-HNW to high-net-worth, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management through various advisory programs and third-party managers.

Thomas Heed is a financial advisor with Equitable Advisors in Jacksonville, FL, holding a Series 66 designation and three years of industry experience. Prior to joining Equitable Advisors in 2023, he worked at Northwestern Mutual Investment Services LLC and Ben Carter. Outside of his advisory role, Heed serves as a referee for youth lacrosse games. 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 them to advisory programs, often utilizing third-party asset managers and sponsored advisory programs.

Parker Tanner is a financial advisor with Equitable Advisors in Raleigh, NC, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors in 2025, he worked at Lowe's Home Improvement in various roles. Equitable Advisors serves individuals across wealth levels, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and asset management programs. The firm utilizes a network of Investment Adviser Representatives and offers a range of third-party advisory models, focusing on personalized risk assessment and matching clients to suitable investment solutions.

Samuel Millmier is a financial advisor with Equitable Advisors in Grand Rapids, MI, holding Series 63 and Series 66 credentials and three years of industry experience. His prior work includes roles at D'Avocado, BGM, Western Michigan University, Canopeum, Pet Supplies Plus, and Gull Lake High School. 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. The firm utilizes third-party asset managers and advisory programs, offering solutions across mutual funds, ETFs, separately managed accounts, and select alternative investments.

Abigail Robinson is a financial advisor with Equitable Advisors in Cincinnati, OH. She holds a Series 66 designation and has six years of industry experience. Her prior work includes roles at Starbucks and Taylor University. Equitable Advisors serves a diverse client base, including individuals across net worth levels, 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.

Jacob Mcguckin is a financial advisor with Equitable Advisors in Troy, Michigan, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked at Equitable Advisors since 2011 and previously with Axa Advisors. Outside of his advisory role, he participates in life settlements through Afshar Group on a volunteer basis. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations by offering financial planning, retirement plan consulting, and various asset-management programs. The firm delivers services through a network of Investment Adviser Representatives and utilizes both proprietary and third-party investment solutions.

Mitch Wallner is a financial advisor with Equitable Advisors in Springfield, IL, holding a Series 66 designation and 15 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, for over a decade. Outside of his advisory work, he is involved as a partner and member in several business ventures, including real estate investment, storage unit management, and a restaurant/entertainment enterprise. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients with financial planning, retirement plan consulting, and asset management programs. The firm offers a range of advisory models through firm-led programs and third-party managers, focusing on personalized client assessment and diversified investment solutions.

Justin Eney is a financial advisor at Equitable Advisors in Bala Cynwyd, PA, holding a Series 66 designation with approximately one year of experience. His prior roles include positions at Mass Mutual Greater Philadelphia and unrelated work in education and fitness settings. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management primarily through a network of Investment Adviser Representatives and third-party advisory programs.

Logan Marsh is a financial advisor at Equitable Advisors with three years of industry experience. He holds a Series 66 designation and has a varied work history including roles at FedEx, DeSales University, and Tocci's Tailgaters & Pub. Additionally, he works part-time as an asset protection detective. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, institutions, and charitable organizations through a network of Investment Adviser Representatives, offering access to firm-offered and third-party asset management programs.

Rushil Patel is a financial advisor with Equitable Advisors in Raleigh, NC. He holds the Series 66 designation and has experience working at firms including Northern Trust, PriceWaterhouseCoopers, and AXA Advisors. Patel is also involved with Peak Shift Holdings, LLC. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of advisory programs and third-party managers to tailor investment solutions based on client risk tolerance and objectives.

Erik Wilcox is a financial advisor at Equitable Advisors with 17 years of industry experience. He holds the Series 66 designation and has previously worked at Citizens Securities, Inc, Morgan Stanley, and Edward Jones. Outside of his advisory role, he is involved in an outside insurance business. 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 a range of advisory models and third-party asset managers, offering solutions that include mutual funds, ETFs, separately managed accounts, and select alternative investments.

Craig Mapstone is a financial advisor with Equitable Advisors in Rochester, NY, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has been with Equitable Advisors and its predecessor AXA Advisors since 1999. Outside of his advisory role, he serves as a board member of the Rochester Philharmonic Orchestra Fund and the Davenport-Hatch Foundation’s Investment Committee, and is a consultant and partner at MAPSTONE GROUP LLC. Equitable Advisors serves individual clients across a range of wealth levels, as well as pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.

Gary Johnson is a financial advisor with Equitable Advisors in Greenville, SC, holding Series 63 and Series 65 licenses. He has 28 years of industry experience, including roles at Signator Investors, Inc. and Axa Advisors, LLC. He is the owner of GCJ Whaling, LLC, which he uses for employee payments and marketing. Equitable Advisors provides financial planning, retirement plan consulting, and asset management programs to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm utilizes a combination of proprietary and third-party managed programs, delivering advice through a network of Investment Adviser Representatives.

Paul Lexner is a financial advisor with Equitable Advisors in Wellesley, MA, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. Prior to joining Equitable Advisors in 2023, he spent eight years with Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he works as an independent agent for outside fixed insurance. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs. The firm utilizes both proprietary and third-party managed account programs, focusing on matching clients to investment models based on personal and plan information and risk tolerance.

Zachary Ancel is a financial advisor with Equitable Advisors in Minneapolis, MN, holding a Series 66 designation and five years of industry experience. His work history includes roles at Equitable Advisors since 2021 and an extended tenure at Von Hanson's Meats. He is also involved in a business operating under the name The Bailey Group. 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 asset-management programs through a network of Investment Adviser Representatives and third-party asset managers.

Shana Rivera is a financial advisor with Equitable Advisors in Rochester, NY, holding Series 63 and Series 65 credentials and 11 years of industry experience. She has been with Equitable Advisors since 2015, including five years at AxA Advisors. Rivera maintains outside insurance appointments as part of her professional activities. Equitable Advisors serves a broad client base that includes 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, employing both proprietary and third-party advisory programs.

Ryan Hanretty is a financial advisor with Equitable Advisors in Williamsville, NY, holding Series 63 and Series 66 credentials and 21 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 2005. 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, leveraging both proprietary and third-party advisory models.

Fernando Vidal Otero is a financial advisor at Equitable Advisors with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Equitable Advisors since 2009. Outside of his advisory role, he is the managing member of FVOESQ, LLC, a non-investment related business based in Orlando, Florida. Equitable Advisors serves individual clients—including both non-high-net-worth and high-net-worth investors—along with pension and profit-sharing plans, corporations, charitable organizations, and other institutions. The firm offers financial planning, retirement plan consulting, and various asset management programs delivered through a network of Investment Adviser Representatives and supported by third-party asset managers and sponsored advisory programs.

Jeremy Klomberg is a financial advisor at Equitable Advisors with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Equitable Advisors since 2022. Prior to that, he held positions at SUNY College at Oneonta, Rockland Community College, Confetti Ristorante and Vinoteca, and Tappan Zee High School. Equitable Advisors serves individual clients, 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 utilizes a network of Investment Adviser Representatives and relies on third-party asset managers and advisory programs to deliver its services.

Eric Ullian is a financial advisor at Equitable Advisors in Springfield, IL, holding a Series 66 designation with five years of industry experience. His prior roles include positions at Amazon and Dober, as well as work in education at St. Ambrose University and Lincoln-Way West High School. 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 third-party asset managers and advisory programs, focusing on personalized client assessment and fiduciary services.