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Karl S
Series 63, Series 65
Folsom, CA
Equitable Advisors
Karl Silva is a financial advisor at Equitable Advisors with 33 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Outside of financial services, he is a silent partner in an interior design firm, Life|Style Design Group. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients, providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm offers a range of advisory models implemented by third-party managers and LPL-sponsored programs, covering mutual funds, ETFs, separately managed accounts, and select alternative investments.
Donald H
Series 66
Williamsville, NY
Equitable Advisors
Donald Halicki is a financial advisor at Equitable Advisors with 24 years of industry experience. He holds a Series 66 designation and has worked at Equitable Advisors since 2002, including its predecessor firm Axa Advisors. Halicki serves as a board member on the West Seneca Schools Finance Academy advisory board. 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 and fiduciary services, utilizing both proprietary and third-party solutions.
Stephen S
Series 66
Raleigh, NC
Equitable Advisors
Stephen Scott is a financial advisor at Equitable Advisors in Raleigh, NC, holding a Series 66 designation with 24 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 2002. Outside of his advisory role, he is involved with various insurance companies and operates Legacy Wealth Strategies, which includes acting as a power of attorney for his mother’s trust. Equitable Advisors serves individuals across wealth levels, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs. The firm utilizes a network of Investment Adviser Representatives and third-party asset managers, providing access to mutual funds, ETFs, separately managed accounts, and certain alternative investments.
Roger R
Series 63, Series 66
Des Moines, IA
Equitable Advisors
Roger Ruden is a financial advisor with Equitable Advisors in Des Moines, IA, holding Series 63 and Series 66 designations and 32 years of industry experience. He has been with Equitable Advisors since 2008 and previously worked at Axa Advisors, LLC and VOYA Financial Advisors, Inc. His outside business activities include various outside insurance brokerage. Equitable Advisors serves individual clients across wealth levels, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs. The firm uses a combination of proprietary and third-party advisory models and offers ERISA fiduciary services through credentialed representatives.
Leah P
Series 66
Cincinnati, OH
Equitable Advisors
Leah Poat is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, she held various roles including work at Target and involvement with the Paducah Symphony Orchestra. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm’s approach involves assessing client information and risk tolerance to match them with appropriate program models or discretionary managers, utilizing both proprietary and third-party investment solutions.
William F
Series 63, Series 65
Oak Brook, IL
Equitable Advisors
William Fitzgerald IV is a financial advisor at Equitable Advisors with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Axa Advisors, Northwestern Mutual Investment Services, and held various positions at educational and recreational institutions. 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 models and third-party asset managers to deliver its services.
Francis M
Series 63, Series 65
Wellesley, MA
Equitable Advisors
Francis Meuse is a financial advisor with Equitable Advisors in Wellesley, MA, holding Series 63 and Series 65 credentials and two years of industry experience. Prior to joining Equitable Advisors, he was employed in education and construction roles, including positions within Waltham Public Schools and Consigli Construction. Outside of finance, he works as a bartender and server on a part-time basis. 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 through a range of programs delivered by its Investment Adviser Representatives and third-party managers.
Carol R
Series 63, Series 65
Kenton Hills, KY
Equitable Advisors
Carol Rodgers Rivir is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and over 28 years of industry experience. Her prior work includes roles at AXA Advisors, Valic Financial Advisors, Chase Investment Services Corp., Banc One Securities Corporation, and Merrill. She is also an employee of Huff Realty, a non-investment related business. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm employs a range of advisory models and third-party managers, providing services that include mutual funds, ETFs, separately managed accounts, alternative investments, and ERISA fiduciary services.
Brendan C
Series 66
Troy, MI
Equitable Advisors
Brendan Cairney is a financial advisor with Equitable Advisors in Troy, MI, holding a Series 66 designation and one year of industry experience. His background includes internships and academic roles at the University of Illinois Springfield as well as various positions in education and self-employment prior to entering the financial advisory field. 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, including third-party managers and proprietary strategies, focusing on client-specific risk tolerance and matching clients to appropriate investment solutions.
Kenson T
Series 63, Series 65
New York, NY
Equitable Advisors
Kenson Thomas is a financial advisor with Equitable Advisors in New York, NY, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has worked with Equitable Advisors since 2010, previously affiliated with Axa Advisors for 10 years. Outside of his advisory role, he is a member of a limited liability company involved in property and casualty insurance sales and participates in a spouse-related consulting business. Equitable Advisors serves a wide range of clients 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 network of Investment Adviser Representatives and third-party asset managers, focusing on personalized risk assessment and tailored investment models without sponsoring its own wrap fee program.
Christopher B
Series 66
Stamford, CT
Equitable Advisors
Christopher Brockett is a Series 66-licensed advisor at Equitable Advisors with seven years of experience in the financial services industry. Prior to joining Equitable Advisors, he worked at the University of New Haven and Lowe's Home Improvement. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm delivers its services through a network of Investment Adviser Representatives and offers both proprietary and third-party investment solutions.
John A
Series 66
Oak Brook, IL
Equitable Advisors
John Anderson is a financial advisor with Equitable Advisors in Oak Brook, IL, holding a Series 66 designation and over 24 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 2001. Outside of his advisory work, Anderson serves as Vice Chairman on the Board of Directors for 100 Black Men of Chicago Inc., a youth mentoring organization focused on economic empowerment initiatives. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to a broad client base including individuals, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs delivered through Investment Adviser Representatives and utilizes both proprietary and third-party investment solutions.
Frank P
Series 66
Woodbridge, NJ
Equitable Advisors
Frank Petrelli is a financial advisor at Equitable Advisors with two years of industry experience. He holds a Series 66 designation and has been with Equitable Advisors since 2024. Outside of his advisory role, Petrelli serves as a firefighter and union president for Paterson Fireman Local 202, as well as the legislative chairman for the New Jersey State Firefighters Mutual Benevolent Association. Equitable Advisors provides financial planning, retirement consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm employs a range of advisory models, including third-party managed programs and discretionary portfolios, and offers ERISA fiduciary services for qualified plans.
Glenn M
Series 66
Bala Cynwyd, PA
Equitable Advisors
Glenn Moyer is a financial advisor with Equitable Advisors holding a Series 66 designation. He began his advisory career in 2026 and has previously worked in various roles including graduate assistantship at Thomas Jefferson University and positions in the food and beverage industry. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives. The firm emphasizes personalized risk assessment and utilizes third-party asset managers and advisory programs to implement client portfolios.
Darren O
Series 63, Series 65
Melville, NY
Equitable Advisors
Darren Olivieri is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His career includes roles at Aegis Capital Corp. and Axa Advisors, LLC prior to joining Equitable Advisors. He also serves as trustee for The Gereldine Olivieri Trust. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and various asset-management programs. The firm utilizes a network of Investment Adviser Representatives and third-party asset managers to deliver customized advisory solutions without sponsoring its own wrap fee program.
Melissa D
Series 63, Series 65
Williamsville, NY
Equitable Advisors
Melissa D'Agostino is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has worked with Equitable Advisors since 2012 and previously with AXA Advisors, LLC from 2012 to 2020. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm employs a network of Investment Adviser Representatives to deliver services through various program models and third-party asset managers, offering a range of investment options including mutual funds, ETFs, separately managed accounts, and select alternative investments.
Dallas G
Series 66
Franklin, TN
Equitable Advisors
Dallas George is a Series 66-licensed financial advisor with Equitable Advisors in Franklin, TN, where he has worked since 2003. He has 23 years of industry experience, including 17 years with Axa Advisors, LLC. Outside of advising, George is the owner of Waypoint Financial Partners, LLC, and holds patent filings through DG Technologies. Equitable Advisors serves a broad range of clients including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs. The firm employs a variety of third-party asset managers and utilizes program models tailored to clients’ risk tolerance and goals.
Christopher Z
Series 66
Charlotte, NC
Equitable Advisors
Christopher Zehetmaier is a financial advisor with Equitable Advisors in Charlotte, NC, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Gladstone Wealth Partners, LPL Financial, and GWN Securities Inc. before joining Equitable Advisors. 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 asset management programs through a network of Investment Adviser Representatives. The firm utilizes a variety of third-party advisory models and offers services covering mutual funds, ETFs, separately managed accounts, alternative investments, and ERISA fiduciary services.
Darrel B
Series 63, Series 65
Centerville, OH
Equitable Advisors
Darrel Bender is a financial advisor with Equitable Advisors in Centerville, OH, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has been with Equitable Advisors and its predecessor AXA Advisors since 1999. Outside his advisory role, he participates as a finance team member with American Caribbean Experience and is involved with Washington Park Financial Group, LLC as a member. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individual and institutional clients. The firm employs a disciplined process to match clients with program models or discretionary managers and offers a range of investment options through in-house and third-party platforms.
Andre G
Series 66
Orlando, FL
Equitable Advisors
Andre Gucailo is a financial advisor with Equitable Advisors in Orlando, FL, holding a Series 66 designation and 14 years of industry experience. He has been with Equitable Advisors since 2012, following prior work with Axa Advisors. Outside of his advisory role, he is a general member of the Central Florida Hotel and Lodging Association. 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’s approach includes matching client information and risk tolerance with investment models or discretionary managers, offering access to a broad range of mutual funds, ETFs, separately managed accounts, and select alternative investments.
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