Christopher Johnson is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Equitable Advisors in Bellevue, WA. His work history includes positions at Seattle Public Schools, Oregon State University, and FirePro LLC. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individual clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm delivers advice through a network of Investment Adviser Representatives and utilizes both proprietary and third-party investment programs and managers.

Calvin Dunham is a financial advisor at Equitable Advisors with Series 66 registration and one year of industry experience. Prior to joining Equitable Advisors, he held various roles in the food service industry and worked at East Carolina University. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations with financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a range of advisory models and third-party managers to deliver customized investment solutions.

John Owsiak is a financial advisor with Equitable Advisors, holding a Series 66 designation and 19 years of industry experience. He has worked at Equitable Advisors since 2007, including time under its prior name, Axa Advisors, LLC. Outside of his advisory work, he is involved in an outside insurance brokerage business and serves as an administrator, executor, or trustee for trusts and estates. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and various asset management programs. The firm utilizes a network of Investment Adviser Representatives and third-party managers, offering a range of investment options without sponsoring its own wrap fee program.

Adam Bishop is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has been with Equitable Advisors since 2012, including its predecessor, Axa Advisors. Outside of finance, he is involved in music as a band member, manager, promoter, and songwriter. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and a variety of asset-management programs. The firm utilizes a network of Investment Adviser Representatives and third-party asset managers to deliver customized investment solutions.

Kyle Fisher is a financial advisor at Equitable Advisors with six years of industry experience. He holds a Series 66 designation and has prior work experience at AXA Advisors, AT&T, Lockheed Martin, and Penn State University. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs through a broad network of Investment Adviser Representatives. The firm employs a client-centered approach that involves assessing risk tolerance and matching clients to investment models or discretionary managers, utilizing both proprietary and third-party programs.

Mark Winklmeier is a financial advisor affiliated with Equitable Advisors in New York, NY. He holds the Series 66 designation and is new to the industry with no prior financial advisory experience. His background includes varied roles outside finance, including positions at Oracle NetSuite and Town Bar and Kitchen. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations with financial planning, retirement plan consulting, and asset management programs. The firm employs a model-driven approach that integrates third-party asset managers and emphasizes fiduciary services for qualified plans.

Hsien Lu is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Equitable Advisors since 1999, including its predecessor, Axa Advisors, where he worked for 21 years. Outside of his advisory role, he is involved in an outside fixed business and owns investment real estate. Equitable Advisors serves a broad client base, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and various asset-management programs. The firm emphasizes matching clients to appropriate investment models and discretionary managers, utilizing third-party asset managers and a range of investment products.

Stephen Jones is a financial advisor with Equitable Advisors in Houston, TX. He holds a Series 66 designation and has 18 years of industry experience, including prior work at AXA Advisors, LLC. His outside business activities include various insurance and brokerage contracts. Equitable Advisors serves a broad client base ranging from individual investors to institutional clients, 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 and firm-sponsored advisory solutions.

Nicholas Cortino is a Series 66-licensed financial advisor at Equitable Advisors with one year of industry experience. Prior to his current role, he held positions outside the financial industry, including at Stir, Square One and Not Watson's Kitchen + Bar. 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 a variety of asset-management programs delivered through a network of Investment Adviser Representatives and third-party asset managers.

Christopher Baker is a financial advisor with Equitable Advisors in Morristown, NJ, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His prior roles include positions at Macquarie Capital Inc. and AXA Advisors, LLC. Outside of his advisory work, he is involved with PGP Benefits, a general agency specializing in health insurance. Equitable Advisors serves a broad client base, including individuals across wealth levels, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm utilizes a variety of third-party asset managers and advisory programs, focusing on risk assessment and customized investment model matching.

Aidan Smith is a financial advisor with Equitable Advisors in Bellevue, WA, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors in 2025, he has worked since 2019 at Quality Food Center. 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 advisory approach involves matching clients to program models or discretionary managers, offering a range of investment options through third-party asset managers and its network of Investment Adviser Representatives.

Amanda Robinson is a financial advisor at Equitable Advisors with 27 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at several firms including Wells Fargo Clearing, First Citizens Investor Services, and AXA Advisors. 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 various asset-management programs. 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.

Robert Mcfarland is a financial advisor at Equitable Advisors with 23 years of industry experience. He holds a Series 66 license and has worked at Equitable Advisors since 2003, including during its prior affiliation as Axa Advisors. Outside of his advisory role, he volunteers as an organizer for the Palmer Kiwanis golf outing committee and serves as CFO of The Rockland Group - Wealth Management, LLC. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm uses a variety of third-party advisory programs and portfolio management models, focusing on customized solutions that include mutual funds, ETFs, separately managed accounts, and select alternative investments.

Jeffrey Moore is a financial advisor with Equitable Advisors in Austin, TX, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. Additionally, Moore is involved with Fairway Ventures, LLC outside of his advisory work. Equitable Advisors serves a diverse client base including individuals, 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 both proprietary and third-party investment platforms.

Alexis Resnick is a financial advisor with Equitable Advisors in Ft. Lauderdale, FL, holding Series 63 and Series 65 licenses and 19 years of industry experience. Prior to joining Equitable Advisors in 2012, Resnick worked at VOYA Financial Advisors, Inc. from 2008 to 2011. Outside of advising, Resnick serves as president of a group health insurance business. 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 various asset management programs through a network of Investment Adviser Representatives. The firm employs a range of third-party and proprietary investment solutions and provides ERISA fiduciary services to qualified plans.

David Mebs is a financial advisor with Equitable Advisors in Conshohocken, PA, holding Series 63 and 65 licenses and having 13 years of industry experience. His prior work includes roles at Axa Advisors, LLC and MSI Financial Services, Inc. He is also involved with FirstTrust Financial Resources as an independent insurance agent and with Sage Settlement Consulting. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs delivered through a network of Investment Adviser Representatives and third-party managers.

Anthony Raia is a financial advisor with Equitable Advisors in Oak Brook, IL, holding a Series 66 designation and 24 years of industry experience. He has worked at Equitable Advisors since 2002 and previously at Axa Advisors, LLC from 2002 to 2020. He is a member of the DBA Wells, Roselieb & Raia Wealth Management, LLC, where he is involved in operational expenses and payroll without compensation. 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 and leverages third-party asset managers and advisory programs in its investment approach.

Parker Wichelmann is a financial advisor at Equitable Advisors with three years of industry experience. He holds the Series 66 designation and has previously worked at Oppenheimer & Co. Inc. Wichelmann serves on the Finance Committee of the Breast Cancer Coalition of Rochester. 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 assessing client risk tolerance and matching them to program models or discretionary managers, offering a range of investment options including mutual funds, ETFs, and alternative investments.

Machiko Izawa is a financial advisor with Equitable Advisors in New York, NY, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has worked at Equitable Advisors and its predecessor Axa Advisors, LLC since 1999. Outside of her advisory role, she is involved with ONESTAGE INC. and holds various outside insurance appointments, including AARP UHC Medicare Health Plans. Equitable Advisors serves a broad range of clients, 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. The firm emphasizes personalized client assessment and utilizes both proprietary and third-party investment solutions, including mutual funds, ETFs, separately managed accounts, and alternative investments.

Benjamin Lubowitz is a Series 66-licensed financial advisor with three years of industry experience, currently with Equitable Advisors in New York, NY. His prior work includes positions at Bruin Capital and experience at the University of Michigan. 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 utilizes a range of advisory models implemented through third-party managers and emphasizes a fiduciary approach for qualified plans.