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Taya H
Series 66
Independence, OH
Equitable Advisors
Taya Hines is a financial advisor with Equitable Advisors in Independence, Ohio. She holds a Series 66 designation and has one year of experience in the industry. Prior to her current role, Ms. Hines worked at Home Depot and American Greetings. Outside of finance, she is involved in several modeling agencies and participates in event planning activities. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and a variety of asset management programs. The firm’s approach includes matching clients to program models or discretionary managers, utilizing third-party asset managers and endorsed advisory programs.
Felicia M
Series 66
Point Pleasant, NJ
Equitable Advisors
Felicia Malc is a financial advisor with Equitable Advisors in Point Pleasant, NJ, holding a Series 66 designation and 17 years of industry experience. She has worked with Equitable Advisors since 2009, including its predecessor Axa Advisors, LLC. In addition to her advisory role, she is involved in other outside insurance business activities with Guardian and Mass Mutual. Equitable Advisors serves individuals, pension plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and asset-management programs. The firm’s advisory services employ a range of third-party asset managers and proprietary solutions, emphasizing client-specific risk assessment and program matching.
Douglas W
Series 63, Series 65
Ridgeland, MS
Equitable Advisors
Douglas Wing is a financial advisor with Equitable Advisors in Ridgeland, MS, holding Series 63 and Series 65 credentials and 43 years of industry experience. He has been with Equitable Advisors and its predecessor Axa Advisors since 1999. Equitable Advisors serves a diverse client base, including individuals across wealth levels, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm uses a range of advisory models and third-party programs to tailor investment solutions, without sponsoring its own wrap fee program or advertising hypothetical performance.
Waightstill S
Series 66
Greenville, NC
Equitable Advisors
Waightstill Scales IV is a financial advisor at Equitable Advisors with 15 years of industry experience. He holds the Series 66 designation and has worked with Equitable Advisors since 2011, previously affiliated with Axa Advisors, LLC, and The Scales Agency. He serves on the boards of the Barnie and Ed Rawl Scholarship Fund, East Carolina Vocational Center, and the ECU Health Foundation. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension plans, corporations, and charitable organizations. The firm delivers services through a network of Investment Adviser Representatives, offering both proprietary and third-party investment programs.
Joseph S
Series 66
Oak Brook, IL
Equitable Advisors
Joseph Sacramento is a financial advisor with Equitable Advisors, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Meridian Compensation Partners, MacLean Fogg, Lowe's Home Improvement, and the University of Iowa. Equitable Advisors serves individuals across wealth levels, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes a range of advisory models and implementation tools, including third-party managers and proprietary funds, without sponsoring its own wrap fee program.
David M
Series 66
La Mesa, CA
Equitable Advisors
David Moran is a Series 66-licensed financial advisor with Equitable Advisors, where he has worked for 23 years. Prior to Equitable Advisors, he was with Axa Advisors for 17 years. His outside activities include serving as a board member of the East County Chamber of Commerce and owning Five2 Studios, a non-investment-related business. 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 range of asset-management programs primarily delivered through a network of Investment Adviser Representatives and third-party asset managers.
Joseph K
Series 66
Cheyenne, WY
Equitable Advisors
Joseph Kostelecky is a Series 66 licensed financial advisor with Equitable Advisors, based in Cheyenne, Wyoming, and has two years of industry experience. Prior to his current role, he has operated JK's Lawn Service since 2016. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party asset managers.
Kyle C
Series 63, Series 65
Salt Lake City, UT
Equitable Advisors
Kyle Christensen is a financial advisor with Equitable Advisors in Salt Lake City, UT, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously worked at Mony Securities Corporation and AXA Advisors, LLC before joining Equitable Advisors in 2005. Outside of his advisory work, Christensen serves as a bishop for The Church of Jesus Christ of Latter-day Saints, dedicating approximately 80 hours per month to this role. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and nonprofit organizations. The firm utilizes a range of advisory models and third-party asset managers, serving both non-high-net-worth and high-net-worth clients through a network of Investment Adviser Representatives.
Tokiko U
Series 66
Bellevue, WA
Equitable Advisors
Tokiko Uchiyama is a financial advisor with Equitable Advisors in Bellevue, WA, holding a Series 66 designation and 17 years of industry experience. She has been with Equitable Advisors since 2009, including time with its predecessor, Axa Advisors. Equitable Advisors serves a broad 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 various asset-management programs through a network of Investment Adviser Representatives, utilizing both firm-offered and third-party advisory solutions.
Tejas R
Series 66
Woodland Hills, CA
Equitable Advisors
Tejas Rao is a financial advisor with Equitable Advisors, holding a Series 66 designation and beginning his industry career in 2026. Prior to joining Equitable Advisors, he had brief roles at Northwestern Mutual Life Insurance Company and Northwestern Mutual Investment Services LLC. He also has experience working at Calamigos Guest Ranch and Beach Club and has an educational background from the University of California, Riverside. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and diverse asset-management programs. The firm uses a variety of advisory models implemented through third parties and provides ERISA fiduciary services without sponsoring its own wrap fee program.
Gloria B
Series 63, Series 65
Miami, FL
Equitable Advisors
Gloria Barbier is a financial advisor with Equitable Advisors in Miami, FL, holding Series 63 and Series 65 licenses and possessing 16 years of industry experience. She has been with Equitable Advisors since 2009, previously affiliated with AXA Advisors LLC. Barbier serves on the board of the Peacock Building Association, where she supervises building maintenance activities. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm employs a range of advisory programs and third-party asset managers to deliver personalized investment solutions.
Kristopher H
Series 63, Series 66
San Francisco, CA
Equitable Advisors
Kristopher Ho is a financial advisor with Equitable Advisors in San Francisco, holding Series 63 and Series 66 licenses and nine years of industry experience. He has worked at Equitable Advisors since 2017 and was previously with AXA-Advisors, LLC. Ho serves as a volunteer board member for Wah Mei School in San Francisco. 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 offers both proprietary and third-party advisory programs, focusing on aligning client risk tolerance with suitable investment models and discretionary managers.
Morgan T
Series 66
Williamsville, NY
Equitable Advisors
Morgan Tanski is a financial advisor at Equitable Advisors with six years of industry experience and holds the Series 66 designation. Prior to joining Equitable Advisors in 2020, Morgan worked at Axa Advisors and has also held roles at Niagara University and the University of New Hampshire. Morgan serves as Treasurer of CEPA Gallery, providing consulting on balance sheets and assisting with fundraising efforts. 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 Investment Adviser Representatives, using a combination of proprietary and third-party advisory solutions.
Autumn R
Series 66
Scottsdale, AZ
Equitable Advisors
Autumn Robidoux is a financial advisor with Equitable Advisors based in Scottsdale, AZ. She holds the Series 66 designation and has been with Equitable Advisors since 2026. Prior to entering the financial industry, she worked at Texas Roadhouse for several years and has experience studying at Northern Arizona University. Equitable Advisors provides financial planning, retirement plan consulting, and a variety of asset-management programs to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a range of third-party advisory models and offers services through a network of Investment Adviser Representatives.
Alison R
Series 66
Andalusia, AL
Equitable Advisors
Alison Rhodes is a financial advisor with Equitable Advisors, holding a Series 66 designation and seven years of industry experience. She previously worked at Bankers Life and its related entities from 2013 to 2022 before joining Equitable Advisors. Outside of her advisory role, she volunteers with Finding Forever Dog and Cat Rescue, assisting with fundraising events and coordinating community donation efforts. Equitable Advisors serves a wide range of clients, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through various advisory programs and third-party managers.
Alexander D
Series 66
Richmond, VA
Equitable Advisors
Alexander Daniel is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he held various roles including ownership in restaurant businesses and positions at Primis Bank and Longwood University. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes a range of advisory programs, many implemented by third-party managers, and offers services covering mutual funds, ETFs, separately managed accounts, and select alternative investments.
Mason F
Series 66
New York, NY
Equitable Advisors
Mason Fabricant is a financial advisor with Equitable Advisors, holding a Series 66 designation and one year of industry experience. He began his career at Equitable Advisors in 2025 following graduation from the University of Wisconsin-Madison. Equitable Advisors serves individual clients across a range of net worth levels, as well as pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives, utilizing a mix of firm-offered programs and third-party asset managers.
Timothy H
Series 66
Battle Ground, WA
Equitable Advisors
Timothy Hamby is a financial advisor at Equitable Advisors with one year of industry experience. He holds a Series 66 designation and has a background that includes service in the United States Army and ongoing service as an Infantry Platoon Sergeant in the Washington Army National Guard. He also serves as a board member of Northwest Transportation Services. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individual, institutional, and charitable clients. The firm uses a range of advisory models, including third-party managers and proprietary programs, and serves clients through a network of Investment Adviser Representatives.
Jaxon M
Series 63, Series 65
Dallas, TX
Equitable Advisors
Jaxon Malaby is a financial advisor with Equitable Advisors in Dallas, TX, holding Series 63 and Series 65 licenses and bringing two years of industry experience. His prior roles include positions at Wells Fargo and involvement with the Spears School of Business. Outside of finance, he has experience in media and entrepreneurship, including work with O'Colly Media Group and ownership of SubPar Disc Golf, LLC. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs primarily through a network of Investment Adviser Representatives and third-party program sponsors.
Robin R
Series 63, Series 65
Bellevue, WA
Equitable Advisors
Robin Robert is a financial advisor with Equitable Advisors in Bellevue, WA, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. In addition to his advisory role, Robin volunteers approximately 10 hours per month assisting the Welfare for Animal Guild, a charity focused on caring for rescued animals. 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, utilizing a mix of proprietary and third-party investment solutions.
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