Angelo Picone is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 credentials and five years of industry experience. Prior to his current role since 2020, he worked at Stellar Technology Solutions and has been involved as a cook with II Brothers Pizza since 2019. He attended East Stroudsburg University of Pennsylvania from 2016 to 2020. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm utilizes a range of advisory models through third-party managers and provides ERISA fiduciary services to qualified plans.

Carlos Perez is a financial advisor with Equitable Advisors in Poughkeepsie, NY, holding a Series 66 designation and 20 years of industry experience. He has worked at Equitable Advisors since 2006, previously associated with Axa Advisors, LLC. Perez also conducts part-time passive property and casualty insurance sales. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients, offering financial planning, retirement plan consulting, and various asset-management programs. The firm emphasizes matching clients to program models or discretionary managers, utilizing both proprietary and third-party solutions without sponsoring its own wrap fee program.

Tyler David is a financial advisor with Equitable Advisors in Minneapolis, MN, holding a Series 66 designation and four years of industry experience. Prior to joining Equitable Advisors in 2021, he worked in various roles including at Vans and Dry Air Restoration. Outside of his advisory work, he coaches soccer and basketball at Lakeville North High School and serves as an associate board member for Aces For Kids. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement consulting, and asset management through programs offered directly and via third-party managers, with a focus on personalized risk assessment and matching clients to suitable advisory models.

Michael Goldberg is a financial advisor with Equitable Advisors in Boca Raton, FL, holding Series 63 and Series 66 designations and 27 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 2003. Outside of his advisory role, he serves as the executor of his mother's estate and participates in the Parkland Chamber of Commerce. 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 a variety of advisory programs, including third-party managed solutions and discretionary portfolio management, focusing on aligning clients’ risk tolerance with appropriate investment models.

John Lostoski is a financial advisor at Equitable Advisors with two years of industry experience. He holds the Series 66 designation and has prior work experience at BrightEdge Technologies and Charles Schwab. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm provides financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives and offers a range of third-party advisory models and services.

Joseph Giles is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 credentials and 26 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 2001. Equitable Advisors serves a broad range of clients including individuals, pension plans, corporations, charitable organizations, and 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 advisory models.

Rufino Autus is a financial advisor with Equitable Advisors in San Diego, CA, holding Series 63 and Series 65 licenses and more than 30 years of industry experience. His previous roles include positions at E*Trade Securities, E*trade Capital Management, Citigroup Global Markets, and Centaurus Financial. He also serves as a trustee for his own family trust. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to a wide range of clients, including individuals, pension plans, corporations, and charitable organizations. The firm utilizes various advisory programs and third-party asset managers to tailor investment solutions, offering mutual funds, ETFs, separately managed accounts, and alternative investments.

Alexandria Hughes is a financial advisor with Equitable Advisors in Fort Worth, TX, holding Series 63 and Series 65 licenses and having 10 years of industry experience. She has worked with Equitable Advisors since 2016 and was affiliated with Axa Advisors from 2016 to 2020. Outside of advising, she has activities as a property owner. Equitable Advisors serves individual clients—including both non-high-net-worth and high-net-worth individuals—pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by offering financial planning, retirement plan consulting, and asset management programs through a broad network of investment adviser representatives and third-party managers.

Michael Mitchko is a financial advisor with Equitable Advisors in Pittsburgh, PA, holding a Series 66 designation and nine years of industry experience. He previously worked for Edward Jones for ten years before joining Equitable Advisors in 2026. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients through a network of Investment Adviser Representatives. The firm offers financial planning, retirement plan consulting, and a variety of asset management programs, emphasizing client information gathering, risk assessment, and the use of third-party asset managers and advisory models.

Diana Todd is a financial advisor at Equitable Advisors with nine years of industry experience. She holds Series 63 and Series 66 credentials and has worked at several firms, including First Merchants Bank and Lyft. Todd is also involved with the American Bankers Association's Stonier Graduate School of Banking as a Capstone Advisor. Equitable Advisors serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs. The firm utilizes a range of investment models, including third-party advisory programs and proprietary solutions, without sponsoring its own wrap fee program.

Frank Perez Delgado is a financial advisor with Equitable Advisors in Miami, FL, holding a Series 66 designation and having 10 years of industry experience. His prior firms include Ameriprise, Bank of America, Merrill, Cetera, and Regions Bank. He serves as treasurer for the Big Five Club, a nonprofit cultural and sports organization in Miami. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm’s approach involves matching clients to advisory program models or discretionary managers, utilizing both proprietary and third-party investment solutions.

William Janney is a financial advisor at Equitable Advisors with a Series 66 designation and three years of industry experience. His prior work includes roles at DB Fitzpatrick and Co. and Wolf One Farms, as well as teaching positions at The College of Idaho and Pacific Palisades High School. 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, utilizing both proprietary and third-party investment solutions.

Joel Mishler is a financial advisor with Equitable Advisors in East Lansing, MI, holding a Series 66 designation and 23 years of industry experience. He has worked at Equitable Advisors since 2003, including its prior entity Axa Advisors. Outside of his advisory role, he has a side business leasing office space and operates a Christmas tree sales venture. Equitable Advisors serves individuals ranging from non‑HNW to high-net-worth clients, as well as pension plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and a variety of asset-management programs delivered through a large network of Investment Adviser Representatives and third-party asset managers.

Joseph Kapfer is a financial advisor at Equitable Advisors with two years of industry experience. He holds a Series 66 designation and has held roles at Nazareth University, C&M Forwarding, and Rochester Wealth Management prior to his current position. 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 through a network of Investment Adviser Representatives and utilizes both proprietary and third-party investment solutions.

Christopher Colvin is a financial advisor at Equitable Advisors with 18 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior roles include positions at HSBC Securities and Axa Advisors, as well as self-employment as a trader. Colvin serves as volunteer treasurer for a local Girl Scouts troop, performing bookkeeping duties. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of advisory models and third-party asset managers to deliver investment solutions, serving both non-high-net-worth and high-net-worth clients.

Lester Houge Jr. is a financial advisor with Equitable Advisors in Southfield, MI, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior roles include positions at Oracle, Lyft, and Amazon. Outside of advisory work, he owns an Amazon delivery service business. Equitable Advisors serves a broad client base ranging from individual investors to institutional clients, providing financial planning, retirement consulting, and asset management through various proprietary and third-party programs.

Weston Meyers is a CFP® professional with 12 years of industry experience, currently affiliated with Equitable Advisors since 2014. Prior to the firm's rebranding, he was associated with Axa Advisors, LLC for six years. He is a partner in two local LLCs, Baber, Cantrell and Meyers LLC and Baber, Cantrell and Meyers Operations LLC. 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 utilizes a range of advisory programs, including third-party and internally managed models, serving both non-high-net-worth and high-net-worth clients.

David Lopez is a financial advisor with Equitable Advisors in New York, NY, holding a Series 66 designation and 11 years of industry experience. He has been with Equitable Advisors since 2014 and was previously associated with Axa Advisors, LLC. Outside of his advisory role, he owns and operates Wontanara Productions LLC, a production company. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset management programs. The firm utilizes a range of advisory models and third-party managers, delivering services through a network of Investment Adviser Representatives.

Mia Coomes is a financial advisor with Equitable Advisors in Woodland Hills, CA. She holds a Series 66 designation and has one year of experience in the industry. Outside of her advisory role, she has been involved with City Volleyball Club for two years and has a diverse work history spanning several organizations and community activities. Equitable Advisors serves a broad client base including individuals, pension 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 third-party advisory models and providing ERISA fiduciary services to qualified plans.

Nolan Pehrson is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 registrations and six years of industry experience. Prior to joining Equitable Advisors in 2025, he worked at U.S. Bancorp Investments, Inc. from 2019 to 2025. He has also held roles outside finance, including work at Paychex, multiple high schools, and an entrepreneurial venture, Celly Hard LLC. 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 network of Investment Adviser Representatives and third-party asset managers to implement customized investment solutions.