Terrence Leong is a financial advisor at Equitable Advisors with eight years of industry experience. He holds the Series 66 designation and has worked previously at AXA Advisors, LLC and Pulmonary & Critical Care Consultants PC. 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, relying on a network of Investment Adviser Representatives and third-party asset managers to deliver tailored investment solutions.

Andrew Lafontaine is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Equitable Advisors in 2023, he worked at West Mountain Ski Resort and Martha's Dandee Creme. Equitable Advisors serves a broad client base that includes individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs, relying on a network of Investment Adviser Representatives and third-party managers to deliver tailored solutions.

Bernard Adelstein is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. His prior work experience includes roles outside the financial industry, such as positions at Hudson Window Cleaning Co., Crystal Cafe, and Mountain Creek Resort. Equitable Advisors serves a wide range of clients including individual investors, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers financial planning, retirement plan consulting, and asset management programs that utilize both proprietary and third-party investment solutions.

Kevin Linn is a financial advisor with Equitable Advisors in Milford, CT. He holds the Series 66 designation and has been with the firm since 2023. Outside of advising, he has worked in retail at Total Wine & More since 2024. 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 delivered through a network of Investment Adviser Representatives, utilizing both proprietary and third-party solutions.

Thomas Tarkowski is a financial advisor with Equitable Advisors in Rochester, NY, holding a Series 66 designation and 26 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. 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 employs a variety of advisory models and third-party managers to deliver tailored investment solutions.

Martin Gutierrez is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Equitable Advisors since 1999, including the period when the firm operated as Axa Advisors. Outside of his advisory role, Gutierrez owns MG Financial Services, a financial and insurance consulting business. 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 through a network of Investment Adviser Representatives, utilizing both firm-sponsored and third-party advisory programs.

Richard Stockheimer is a financial advisor at Equitable Advisors with 31 years of industry experience. He holds the Series 63 and Series 65 credentials and previously worked at The O.N. Equity Sales Company for 22 years. Outside of his advisory role, he is an independent agent for fixed insurance and owns Alpha Asset Strategies, LLC. Equitable Advisors serves a broad range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a variety of advisory models and third-party managers to deliver customized investment solutions.

Christian Mc Kenna is a financial advisor at Equitable Advisors with one year of industry experience. He holds the Series 66 designation and has previously worked at SP Plus Corporation and Publix Super Markets. 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, utilizing both proprietary and third-party solutions.

Molly Ward is a financial advisor with Equitable Advisors in Houston, TX, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with Equitable Advisors and its predecessor AXA Advisors since 1999. Ward serves on the board of Lone Oak Trust Company and is an investment committee member for the St. Luke's United Methodist Church Foundation. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm offers a range of investment programs through a network of representatives and third-party managers, focusing on personalized risk assessment and fiduciary services for qualified plans.

Artur Zaytsev is a financial advisor with Equitable Advisors in Boca Raton, FL, holding a Series 66 designation and three years of industry experience. His prior experience includes roles at Frendee.com, Prison Connect, and Rubard LLC d/b/a CentMobile. 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 emphasizes personalized risk assessment and matching clients with advisory program models and third-party asset managers.

Dominic Mares Do is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors in 2025, he worked in education at Cal Poly-San Luis Obispo, Pasadena High School, and Singapore American School. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm uses a range of third-party advisory programs and emphasizes matching clients’ risk tolerance with appropriate investment models and managers.

Murphy Butte is a financial advisor with Equitable Advisors, holding a Series 66 designation and three years of industry experience. He has worked at Equitable Advisors since 2023 and is also involved as an office manager for his father’s business. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs through a range of third-party and proprietary solutions.

Sheila Soufian is a financial advisor with Equitable Advisors in Melville, NY, holding a Series 66 credential and 20 years of industry experience. She has been with Equitable Advisors since 2005 and previously worked at Axa Advisors, LLC. Outside of her advisory role, she is affiliated with CREW New York, a commercial real estate organization. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charities, providing financial planning, retirement plan consulting, and asset management through various advisory programs and third-party managers. The firm emphasizes client-specific risk assessment and uses a range of investment vehicles including mutual funds, ETFs, and alternative investments.

Rochelle Forster is a financial advisor with Equitable Advisors in Edison, NJ, holding Series 63 and Series 66 licenses and having 21 years of industry experience. She has been with Equitable Advisors since 2009 and previously worked at AXA Advisors, LLC. Outside of her advisory role, she is a member of Dergalis Associates, LLC. 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 advisory programs, including third-party asset managers and firm-offered solutions, focusing on matching clients with appropriate investment models based on personal and plan information.

Isaac Jones is a Series 66-licensed financial advisor with Equitable Advisors in Minneapolis, MN, and has seven years of industry experience. Before joining Equitable Advisors, he worked at AxA Advisors and held positions in the food service industry. 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 through a network of Investment Adviser Representatives and third-party managers.

Michael Schiller is a financial advisor with Equitable Advisors, holding the Series 63 and Series 65 credentials and 24 years of industry experience. He has been with Equitable Advisors since 2001, following a prior tenure at Axa Advisors, LLC. Outside of his advisory role, Schiller manages an inventory business and operates a property and casualty insurance agency. Equitable Advisors serves a diverse client base 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 Investment Adviser Representatives and various third-party and proprietary advisory programs.

Benjamin Romer is a financial advisor with Equitable Advisors who holds a Series 66 designation and has one year of industry experience. His prior roles include positions at Kensington Wealth Partners and 49 Degrees, as well as work at Mercer County Elks Golf Course. He also spent four years at Bowling Green State University. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, offering both proprietary and third-party investment solutions.

Andrew Goldenberg is a Series 66-licensed financial advisor with Equitable Advisors in San Francisco. He has recently started his career in the industry and joined Equitable Advisors in 2026. Prior to entering advisory roles, his background includes positions at the University of Puget Sound and Travis Mathew. 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 through various programs and third-party managers.

Alicia Mosebrook is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and seven years of industry experience. Her background includes roles at AXA Advisors, Clearone Advantage, Johns Hopkins Hospital, Mary Kay, and The Pennsylvania State University. Outside of her advisory work, she serves as vice president of the Thunderbolt Society and works part-time at Wyndham Gettysburg in an event support role. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm offers a range of investment programs through its network of Investment Adviser Representatives, utilizing third-party managers and curated advisory models.

Christopher Sprau is a financial advisor with Equitable Advisors in Minneapolis, MN, holding a Series 66 designation and 10 years of industry experience. His prior work experience includes roles at Christopher & Banks, Goodwill-Easter Seals MN, Robert Half, and United Health Group. Outside of his advisory work, he serves as medical power of attorney for his mother. 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’s approach involves assessing client information and risk tolerance to match clients with appropriate program models or discretionary managers, utilizing a mix of firm-offered programs and third-party asset management solutions.