Danielle Pfeifer is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and 13 years of industry experience. She has worked with Equitable Advisors since 2012, including during its time as AXA Advisors. Outside of her advisory role, she is involved as an administrator or executor of estates and trusts and operates Pfeifer and Reinhart, LLC, doing business as Lake Financial Group. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, charitable organizations, and other institutional clients. The firm uses a range of advisory programs implemented through Investment Adviser Representatives and third-party sponsors, offering access to mutual funds, ETFs, separately managed accounts, and select alternative investments.

John Steccato is a financial advisor with Equitable Advisors in Carlsbad, CA, holding a Series 66 designation and 24 years of industry experience. He has worked at Equitable Advisors and its predecessor, Axa Advisors, since 2001. Equitable Advisors serves individual clients, including both non-high-net-worth and high-net-worth individuals, as well as 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 firm-offered and third-party advisory programs.

Evan Thornton is a financial advisor at Equitable Advisors in Minneapolis, MN, holding a Series 66 designation with one year of industry experience. He is a part owner of Thornton Brothers, LLC and is involved in design marketing through Twin Cities Saxophone. 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 various asset-management programs, utilizing both proprietary and third-party advisory models.

Jeffrey Auerbach is a financial advisor at Equitable Advisors with 17 years of industry experience. He holds the Series 66 designation and has been with Equitable Advisors since 2008, previously affiliated with Axa Advisors, LLC. He serves as president of a homeowners association board in Deerfield, Illinois. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension plans, corporations, charitable organizations, and institutional clients. The firm uses a range of advisory models implemented by third-party managers and offers ERISA fiduciary services through credentialed representatives.

Edgar Lee is a Series 66-licensed financial advisor with Equitable Advisors, where he has worked for 20 years since 2006. Prior to the firm’s current structure, he was associated with AXA Advisors, LLC for 14 years. In addition to his advisory role, Lee is involved in healthcare-related business activities, including work with Benefit Mall and other insurance brokerage engagements. Equitable Advisors serves a broad client base, including individual investors, 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 a range of proprietary and third-party advisory programs.

Gentry Porter is a financial advisor at Equitable Advisors in Greenville, NC, holding Series 63 and Series 65 licenses with 44 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Outside of his advisory role, Porter is a partner in CP Financial Group and a part-owner of Sound Partners, LLC. Equitable Advisors serves a broad client base including individuals, retirement plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management services through a network of Investment Adviser Representatives. The firm emphasizes personalized risk assessment and utilizes third-party asset managers and advisory programs to implement investment strategies.

Paige Kilburn is a financial advisor with Equitable Advisors in Charlotte, NC. She holds Series 63 and Series 66 licenses and has four years of industry experience, including prior roles at BB&T. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and nonprofit organizations by offering financial planning, retirement plan consulting, and various asset management programs. The firm relies on a network of Investment Adviser Representatives and third-party program sponsors to deliver tailored investment solutions.

Andrew Miller is a financial advisor with Equitable Advisors in Columbia, MD, holding a Series 66 designation and three years of industry experience. Prior to joining Equitable Advisors, he worked at Charter Financial Group and has been involved with Honeywood Rentals, a party and event rental business, as an inventory manager and installer. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party asset managers.

Mark Roussey is a financial advisor at Equitable Advisors with five years of industry experience. He holds the Series 66 designation and previously worked at POWER Engineers for seven years. Based in Phoenixville, PA, Roussey has been with Equitable Advisors since 2021. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm’s advisory approach involves assessing client risk tolerance and matching clients with program models or discretionary managers, utilizing a network of Investment Adviser Representatives and third-party asset managers.

Derek Glabecki is a financial advisor at Equitable Advisors with 16 years of industry experience. He holds the Series 66 designation and has been with Equitable Advisors since 2010, following a prior role with Axa Advisors. Outside of his advisory work, he is involved in a long-term catering business. 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 third-party asset managers and advisory programs, offering a range of investment options including mutual funds, ETFs, separately managed accounts, and select alternative investments.

Andrew Ziskin is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been with Equitable Advisors since 1999 and was previously associated with AXA Advisors, LLC. His activities include serving as co-trustee and successor trustee on several family insurance and trust arrangements, and participation in life settlements through an approved vendor. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers a range of advisory programs and works with third-party asset managers and LPL-sponsored programs to implement client investment strategies.

Thomas Wedige is a financial advisor with Equitable Advisors and holds the Series 63 and Series 65 credentials. He has 41 years of industry experience, including 27 years with Equitable Advisors and 21 years with AXA Advisors. He serves as a trustee and chairman of the finance, investment, and audit committee at the College of Saint Scholastica. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm’s approach includes matching clients to program models or discretionary managers, often utilizing third-party sponsors and proprietary solutions.

Matthew Wischmeier is a CFP®-designated financial advisor with 16 years of industry experience. He is currently with Equitable Advisors and has previously worked at firms including Stifel Independent Advisors, Century Securities Associates, and KBW. Outside of his advisory role, he serves as a notary for the State of Missouri. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to a broad client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a range of advisory programs and third-party asset managers to implement investment solutions tailored to client risk tolerance and needs.

Michael Ambrosio is a Series 66-registered advisor with Equitable Advisors, where he has worked since 2003. He has 36 years of industry experience, including 17 years at Axa Advisors, LLC. Equitable Advisors serves individuals across wealth levels, 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, utilizing a mix of proprietary and third-party advisory models and programs.

Clinton Kersting is a Series 66-licensed financial advisor with Equitable Advisors in Cincinnati, OH, where he has worked since 2006. He has 20 years of industry experience, including 14 years with Axa Advisors, LLC. Outside of his advisory work, he is the founder and president of Triplecrown Wealth Management LLC and serves as a board member of Pregnancy Center West in Cincinnati. 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 internal and third-party advisory models and investment solutions.

David Schrempf is a financial advisor with Equitable Advisors in Calabasas, CA, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior roles include positions at OSAIC, Osaic FA, Inc., MML Investors Services LLC, and MassMutual Life Insurance Company. Outside of his advisory work, he serves as a 2nd Lieutenant and Transportation Officer in the Civil Air Patrol and holds leadership roles within the ProVisors networking organization. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset management programs. The firm relies on a network of Investment Adviser Representatives and third-party asset managers to deliver customized advisory solutions.

Paul Southard is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at Equitable Advisors since 1999 and has also been involved with Southard General Group Inc., an insurance sales business he has operated since 1984. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations by offering financial planning, retirement plan consulting, and asset management programs. The firm utilizes a variety of advisory models and third-party program sponsors to match clients with appropriate investment solutions.

Rufus Davenport is a financial advisor at Equitable Advisors with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked with Mass Mutual Investors Services, MASSMUTUAL Life Insurance Company, and AXA Advisors. Outside of his advisory role, he is involved in the healthcare sector through Emerson Rogers. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management programs, utilizing both proprietary offerings and third-party advisory platforms.

Brandon Walker is a financial advisor at Equitable Advisors with nine years of industry experience. He holds the Series 66 designation and has worked at Equitable Advisors since 2017, previously associated with AxA Advisors. Outside of his advisory role, he coaches wrestling in Waverly, NY. 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 delivers its services through a network of Investment Adviser Representatives and utilizes a range of advisory models implemented by third-party managers and LPL-sponsored programs.

Jacob Strickland is a financial advisor at Equitable Advisors in Charlotte, NC, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Security First Insurance and DeBary Country Club, as well as varied positions before entering the advisory field. Equitable Advisors serves a wide range of clients, including individuals, pension 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 sponsors.