Bo Ram Lim is a financial advisor with Equitable Advisors in Los Angeles, holding a Series 66 designation and two years of industry experience. Prior to joining Equitable Advisors, Lim worked as an accountant with Gatto Mcferson CPAs and operated a CPA practice for nine years. 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 variety of advisory models primarily implemented through third-party managers and emphasizes fiduciary services for qualified plans.

Justin Buffington is a financial advisor with Equitable Advisors in Bala Cynwyd, PA, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he was self-employed for four years and has worked in various roles including part-time bartender at The Borough Pub. Equitable Advisors serves individual clients across wealth segments, as well as pension plans, corporations, and nonprofits, offering financial planning, retirement consulting, and asset-management programs. The firm utilizes a combination of proprietary and third-party advisory models and emphasizes matching clients with suitable investment solutions based on risk tolerance and personal information.

Michael Levesque is a financial advisor with Equitable Advisors in Falls Church, VA, holding a Series 66 designation and 11 years of industry experience. He has been with Equitable Advisors since 2015 and previously worked at Axa Advisors, LLC. Outside of his advisory role, he is a sales associate with Realty Benefit Services, offering group and individual benefits to real estate agents. Equitable Advisors serves individual and institutional clients, providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm utilizes a variety of advisory models and third-party program sponsors to deliver customized investment solutions.

Wednesday Cox is a Series 66-licensed financial advisor with one year of industry experience, currently practicing at Equitable Advisors in Raleigh, NC. Prior to joining Equitable Advisors, she worked in education for over two decades, including roles at Cherry Creek School District and Brunswick County School District, and was involved with Evolution Labs, Inc. outside of the financial services sector. Equitable Advisors serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs through a broad network of Investment Adviser Representatives. The firm emphasizes matching clients to appropriate program models and discretionary managers, utilizing third-party asset managers and various advisory platforms.

Colleen Kavanaugh is a financial advisor at Equitable Advisors with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Equitable Advisors since 2015, previously associated with AXA Advisors LLC and operating Hola La, LLC. Kavanaugh serves as a director and board member of Captain Community Human Services in Clifton Park, NY. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm uses a client-focused approach to match investors with appropriate advisory programs and third-party asset managers, offering a range of investment options including mutual funds, ETFs, and alternative investments.

Alexander Werchowski is a financial advisor with Equitable Advisors, holding a Series 66 designation and beginning his industry experience in 2026. Prior to joining Equitable Advisors, he worked at KKCPA SC and Arena Americas. 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, utilizing a range of third-party advisory models and in-house solutions across mutual funds, ETFs, and alternative investments.

Daniel Stieh is a financial advisor with Equitable Advisors in Greenville, NC, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has worked at Equitable Advisors since 2016 and also has prior experience with Axa Advisors, LLC. He operates a business under the name Sound Partners. Equitable Advisors serves a range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party solutions.

Brett Caroselli is a financial advisor with Equitable Advisors in Rochester, NY, holding a Series 66 designation and 23 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 2003. Outside of his advisory role, he serves as Treasurer for the Estate Planning Council of Rochester and is a board member of the Pittsford Jr. Panthers Football & Cheer organization. Equitable Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management through a network of advisers and third-party programs, emphasizing personalized risk assessment and access to a variety of investment options.

Max Detwiler is a financial advisor with Equitable Advisors in Overland Park, KS, holding a Series 66 designation and eight years of industry experience. His prior roles include work at Axa Advisors, Foresters Financial, and multiple positions at Kansas State University. Outside of finance, he works part-time as a delivery driver for DoorDash. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations through financial planning, retirement plan consulting, and various asset-management programs. The firm leverages a network of Investment Adviser Representatives and third-party asset managers, offering a range of advisory models that include mutual funds, ETFs, separately managed accounts, and select alternative investments.

Daniel Venegas is a financial advisor with Equitable Advisors in Irvine, CA, holding Series 63 and Series 65 licenses and possessing 42 years of industry experience. He has worked with Equitable Advisors since 2000 and was previously associated with Axa Advisors, LLC. Venegas is the sole owner of DCV, Inc., an S-Corporation. 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 various asset-management programs through a network of Investment Adviser Representatives. The firm utilizes both proprietary and third-party advisory models and offers ERISA fiduciary services without sponsoring its own wrap fee program.

Mark Grisdale is a Series 66-credentialed advisor with Equitable Advisors in Houston, TX. He has prior work experience with Katy Independent School District and Trek Bicycle. Equitable Advisors serves individuals and institutional clients by offering financial planning, retirement plan consulting, and various asset-management programs delivered through a network of Investment Adviser Representatives. The firm utilizes third-party advisory models and provides ERISA fiduciary services to qualified plans.

Joshua Williams is a financial advisor with Equitable Advisors in Scottsdale, AZ, holding Series 63 and Series 65 licenses and six years of industry experience. Prior to joining Equitable Advisors, he worked at Axa Advisors, Stratosphere Quality, Moffiitt's Wine & Spirits, Pickleman's Gourmet Cafe, and St. Louis University. 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 various asset-management programs through a network of Investment Adviser Representatives. The firm employs a range of advisory models and third-party asset managers, providing access to mutual funds, ETFs, separately managed accounts, and select alternative investments.

Mathieu Niehues is a financial advisor with Equitable Advisors in Greenwood Village, CO, holding Series 63 and 66 licenses and bringing 13 years of industry experience. He has worked at Equitable Advisors since 2013, including its predecessor Axa Advisors. Equitable Advisors serves individual clients across a broad wealth spectrum, as well as pension plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs delivered through a network of Investment Adviser Representatives, utilizing both firm-offered and third-party advisory models.

Les Frate is a financial advisor with Equitable Advisors in Mentor, Ohio, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. He previously worked at Stifel Independent Advisors, LLC for 22 years and Wells Fargo Clearing for one year. Equitable Advisors serves a diverse client base including individual investors, 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 and third-party program sponsors.

Jeffrey Trause is a financial advisor with Equitable Advisors in Point Pleasant, NJ, holding Series 63 and Series 65 credentials and 30 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. 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 utilizes a range of advisory models and third-party asset managers to serve clients across various investment solutions.

Rene Negron is a financial advisor with Equitable Advisors in Miami, FL, holding a Series 66 license and 23 years of industry experience. He has worked at Equitable Advisors since 2003, with a brief period at Insight Securities, Inc. He serves on the boards of the Coral Gables Chamber of Commerce and the Rotary Club of South Miami, where he is also treasurer. 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 utilizes a variety of investment programs, including third-party asset managers and LPL-sponsored advisory programs, and offers ERISA fiduciary services through credentialed advisers.

Nicholas Wojnar is a financial advisor with Equitable Advisors in Williamsville, NY, holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked at Equitable Advisors since 2018 and was previously with Axa Advisors. 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 asset management through a network of Investment Adviser Representatives and third-party asset managers.

Leslie Dickert is a financial advisor with Equitable Advisors in New York, NY, holding a Series 66 designation and four years of industry experience. Prior to joining Equitable Advisors, Leslie worked at Ingalls & Snyder LLC and also runs Dickert Design LLC, where she is a principal lighting designer. Additionally, she serves as a guest lecturer on a part-time basis. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a network of Investment Adviser Representatives and third-party asset managers to deliver tailored investment solutions across various products and advisory models.

Luc Bretin is a financial advisor at Equitable Advisors in San Diego, CA, holding a Series 66 designation. He has no prior industry experience and has held multiple roles in educational and association settings before joining Equitable Advisors. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm delivers solutions through a network of Investment Adviser Representatives and offers a range of programs, including referrals to third-party asset managers and LPL-sponsored advisory options.

Robert Zuhone is a financial advisor with Equitable Advisors in New York, NY. He holds the Series 66 designation and has less than one year of industry experience. Prior to joining Equitable Advisors, his work history includes roles at DoorDash Inc, CVS Pharmacy, and YUM Media. Equitable Advisors serves individual clients across a range of wealth levels, 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 both proprietary and third-party program models.