Austin Fernandez is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. His prior work history includes roles outside of financial services, such as positions at Middleburg Tennis Club and various educational institutions. Equitable Advisors serves a diverse client base that includes individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs, utilizing a network of Investment Adviser Representatives and third-party asset managers to deliver tailored investment solutions.

Sheri Tuttle is a financial advisor with Equitable Advisors in Syracuse, NY, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors in 2025, she worked at Saab, Inc. for four years, SRC, Inc. for three years, and the Salvation Army Empire State Division for seven years. 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 solutions.

Hay Wong is a financial advisor with Equitable Advisors in Falls Church, VA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked with AXA Advisors. 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 a mix of proprietary and third-party advisory models and offers ERISA fiduciary services to qualified plans.

Clayton Sebastian is a financial advisor at Equitable Advisors with Series 66 and Series 63 licenses and three years of industry experience. His prior roles include positions at Jackson National Life Insurance Company and United Wholesale Mortgage. Outside of finance, he has experience working with Camp Ticonderoga. Equitable Advisors serves individual clients across a range of net worth levels, as well as pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and various asset management programs. The firm’s approach involves assessing client information and risk tolerance to match them with suitable advisory models, often implemented through third-party asset managers and LPL-sponsored programs.

William Gisler is a financial advisor with Equitable Advisors based in Juneau, AK, holding a Series 66 designation and one year of industry experience. Prior to his advisory roles, he worked at Schneider Electric and KFI Engineers. He has also served as a registered sales assistant to Randy Hurtte and Stellar Financial Services. Equitable Advisors serves individuals across the wealth spectrum, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm provides financial planning, retirement consulting, and asset management through various advisory programs, including both proprietary and third-party solutions.

Jon Waggoner is a financial advisor at Equitable Advisors with 26 years of industry experience. He holds a Series 66 designation and has worked at Equitable Advisors and its predecessor, Axa Advisors, since 1999. Outside of his advisory work, he is the owner of Waggoner Holdings LLC, a limited liability company. 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 and utilizes both proprietary and third-party investment solutions.

Craig Smith is a financial advisor with Equitable Advisors in Portland, ME, holding a Series 66 designation and seven years of industry experience. Prior to joining Equitable Advisors, he worked at AXA Advisors and Tyler Technologies. Outside of finance, he has been involved with the Amputee Association of Maine and managed the Fore On 4 Driving Range. 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 range of asset management programs through a network of Investment Adviser Representatives. The firm utilizes third-party asset managers and LPL-sponsored advisory programs, offering diversified investment solutions including mutual funds, ETFs, separately managed accounts, and select alternative investments.

John Donnarumma is a financial advisor with Equitable Advisors in New York, NY, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Equitable Advisors, he worked at Palumbo Wealth Management and has been involved with Rockville Centre Links for several years. Outside of advisory work, he serves as a caddie at Rockville Centre Links on weekends. 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 various asset management programs. The firm delivers services through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment models and focuses on matching clients to appropriate program solutions based on their risk tolerance and financial goals.

Oscar Elizalde III is a financial advisor with Equitable Advisors in New Braunfels, TX. He holds a Series 66 designation and has one year of industry experience. His prior work includes roles within the education sector and insurance before joining Equitable in 2025. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individual clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a range of advisory programs and third-party asset managers, focusing on personalized client information and risk assessment to match appropriate investment models.

James Mc Crone 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 at Carpenter & Associates and Highland Consulting Associates, Inc. Outside of finance, he is employed at Panini's Bar and Grill in Willoughby, OH. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by offering financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm utilizes a range of third-party advisory models and offers services covering mutual funds, ETFs, separate accounts, and select alternative investments.

John Flynn is a financial advisor at Equitable Advisors with one year of industry experience. He holds the Series 66 designation and has prior work experience with NY Life Securities LLC and New York Life Insurance Company. Outside of financial services, he is involved with Inicio Ventures, Inc., operating Sit Still Kids Salon in Port Washington. 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 through a network of Investment Adviser Representatives. The firm utilizes both proprietary and third-party investment models and offers ERISA fiduciary services to qualified plans.

Sarah Cirillo is a financial advisor with Equitable Advisors holding a Series 66 credential and has two years of industry experience. Her background includes roles at Agricultural Products Extension LLC and Maxim Management Services, as well as operating Zoe Restaurant in 2023. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs. The firm utilizes both proprietary and third-party advisory programs and offers fiduciary services to qualified plans through credentialed representatives.

Chad Huenink is a financial advisor with Equitable Advisors in Grafton, WI, holding a Series 66 designation and 16 years of industry experience. He has worked at Equitable Advisors since 2010 and previously was affiliated with AXA Advisors and TJM Integrated Wealth Management. He serves as a board member of T&C Service Enterprises. 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 offers a range of advisory programs delivered through its network of Investment Adviser Representatives and third-party asset managers, with services including mutual funds, ETFs, separately managed accounts, and ERISA fiduciary services.

Travis Engler is a financial advisor at Equitable Advisors in San Francisco, CA, holding a Series 66 designation and three years of industry experience. Before joining Equitable Advisors in 2023, he worked at Pet Food Express and Go Runner LLC and spent five years at San Francisco State University. Equitable Advisors serves individuals across a broad wealth spectrum, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing both proprietary and third-party models to deliver tailored investment solutions.

Anthony Stevens is a financial advisor at Equitable Advisors with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Equitable Advisors since 2012, including work under the AxA Advisors name prior to rebranding. He is also involved as an outside insurance carrier. Equitable Advisors serves individual clients across wealth levels, pension and profit-sharing plans, corporations, charities, and institutional clients by providing financial planning, retirement consulting, and asset management programs. The firm delivers advice through a network of Investment Adviser Representatives, utilizing a range of third-party advisory programs and proprietary tools without sponsoring its own wrap fee program.

Simarpreet Cheema is a financial advisor with Equitable Advisors, holding a Series 66 designation and five years of industry experience. Prior to joining Equitable Advisors in 2020, Cheema was self-employed and worked at Conexao Technology Solutions. In addition to advisory work, Cheema holds outside insurance appointments with Berkshire Life and Ameritas Life. 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 various asset-management programs. The firm utilizes a range of third-party asset managers and advisory programs, providing services across mutual funds, ETFs, separately managed accounts, and alternative investments.

Anthony Lubrano is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 designations and bringing 37 years of industry experience. He has been with Equitable Advisors since 1999, including its predecessor AXA Advisors. Outside of his advisory role, Lubrano serves as a trustee at The Pennsylvania State University. 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 range of advisory programs and third-party asset managers to tailor solutions based on client risk tolerance and investment objectives.

Spencer Schwartz is a financial advisor with Equitable Advisors in Melville, NY, holding a Series 66 designation and three years of industry experience. He previously worked at J.P. Morgan Securities LLC and UBS Financial Services Inc. before joining Equitable Advisors. 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. The firm’s approach involves assessing client information and risk tolerance to align clients with appropriate investment program models or managers, utilizing both proprietary and third-party solutions.

Catherine Gripper is a financial advisor with Equitable Advisors in Arlington Heights, IL. She holds a Series 66 designation and has one year of industry experience. Prior to joining Equitable Advisors, she worked for School District 25. 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 firm-offered and third-party advisory solutions.

Aaron Palmer is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Equitable Advisors since 2004. He previously worked at Axa Advisors, LLC from 2004 to 2020. Palmer is also the owner of Bright Harbor Wealth Management LLC, operating under Aaron D Palmer, LLC in Tacoma, WA. 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 utilizes a range of advisory programs and third-party asset managers to tailor investment strategies based on client risk tolerance and goals.