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Cameron R
Series 66
Pittsburgh, PA
Equitable Advisors
Cameron Ryan is a financial advisor at Equitable Advisors with four years of industry experience and holds a Series 66 credential. Prior to joining Equitable Advisors in 2022, Cameron held various roles outside the financial industry. He also tutors children in math. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and other institutional clients through a network of Investment Adviser Representatives, utilizing a range of firm-offered programs and third-party asset managers.
Craig V
CFP®, Series 63, Series 65
Burton, OH
Equitable Advisors
Craig Voorhees is a CFP® professional with 15 years of industry experience, currently advising at Equitable Advisors since 2011. He previously worked with AxA Advisors for nine years. Outside of his advisory role, Voorhees is a partner and sales coach at CoverLink Insurance and serves as Treasurer for the Berkshire Recreation Association in Burton, Ohio. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, institutions, and charitable organizations. The firm uses a variety of advisory models and third-party asset managers to deliver customized investment solutions without sponsoring its own wrap fee program.
Matthew W
Series 66
San Francisco, CA
Equitable Advisors
Matthew Wang is a financial advisor with Equitable Advisors in San Francisco, CA, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at Axa Advisors and involvement in the restaurant industry. Outside of advising, he has a health insurance-related business activity with Kaiser. 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 that utilize both proprietary and third-party solutions.
Raymond S
Series 63, Series 66
Columbia, MD
Equitable Advisors
Raymond Sutton is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 registrations and beginning his career in 2025. His prior work includes roles at Turf Valley Resort, Towson University, and community organizations such as the Elkridge Youth Organization. Equitable Advisors serves individual and institutional clients with financial planning, retirement plan consulting, and various asset management programs, utilizing both in-house and third-party managers to tailor investment solutions.
Xavier A
Series 66
Scottsdale, AZ
Equitable Advisors
Xavier Almoro Watkins is a financial advisor at Equitable Advisors with three years of industry experience. He holds a Series 66 designation and has worked in various roles across multiple industries before joining Equitable Advisors in 2023. Watkins serves as a board member for the nonprofit organization Calling All Men. 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 employs a range of advisory models, including third-party program sponsors and discretionary managers, delivering solutions that cover mutual funds, ETFs, separately managed accounts, and selected alternative investments.
Alexander G
Series 66
Rochester, NY
Equitable Advisors
Alexander Goorman is a Series 66-licensed financial advisor with one year of industry experience, currently with Equitable Advisors in Rochester, NY. His prior work includes roles at Eastern Managed Print Network and Virginia Tech. 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 a range of third-party advisory models and proprietary programs.
Gary W
Series 66
Fort Worth, TX
Equitable Advisors
Gary Willson is a financial advisor with Equitable Advisors in Fort Worth, TX, holding a Series 66 designation and 26 years of industry experience. He has been with Equitable Advisors and its predecessor entity, Axa Advisors, since 1999. Outside of his advisory role, Willson serves as a board member and deacon at Broadway Baptist Church and is an ordained minister performing weddings, funerals, and other ministerial functions. Equitable Advisors serves individual clients across wealth levels, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. 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 advisory models.
Kristopher T
Series 63, Series 66
Morristown, NJ
Equitable Advisors
Kristopher Taubald is a financial advisor with Equitable Advisors in Morristown, NJ, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Equitable Advisors since 2013 and previously worked at Axa Advisors. Outside of his advisory work, he serves as a vice president for Track Group Stats, assisting with membership processes in a volunteer capacity. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and a range of asset-management programs. The firm utilizes both proprietary and third-party advisory models, including services delivered by credentialed Investment Adviser Representatives and third-party asset managers.
Christopher B
CFP®, Series 66
Hatfield, MA
Equitable Advisors
Christopher Baker is a CFP® and Series 66-licensed financial advisor with Equitable Advisors, where he has worked for four years. His background includes roles at Patrick Belniak/FCG, LLC and experience in construction management with Baker Mason Contractors, Inc. He also has experience from his time at Syracuse University and Southwick Regional High School. Equitable Advisors serves a broad range of clients, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management services. The firm offers various advisory programs through a network of representatives and emphasizes the use of third-party asset managers and model programs.
Evan Y
Series 66
Overland Park, KS
Equitable Advisors
Evan Yost is a financial advisor with Equitable Advisors in Overland Park, KS. He holds a Series 66 designation and began his advisory career in 2026. Prior to joining Equitable Advisors, he worked at the Federal Highway Administration and the University of Nebraska Lincoln. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and asset-management programs. The firm delivers services through a network of Investment Adviser Representatives and utilizes a variety of third-party advisory programs and asset managers.
Vincent M
Series 66
Bala Cynwyd, PA
Equitable Advisors
Vincent Martina is a financial advisor with Equitable Advisors, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Summit Financial and various engagements with country and cricket clubs. He also operates a separate wealth management business under The Rockland Group. Equitable Advisors serves a broad client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.
Sophia G
Series 66
Woodbridge, NJ
Equitable Advisors
Sophia Genna 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 positions at the New Jersey Innovation Institute, Forest Hill Field Club, and Rutgers University. Equitable Advisors serves individual clients across wealth spectrums, as well as pension plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management services through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment programs.
David H
Series 63, Series 65
Mashpee, MA
Equitable Advisors
David Harmon is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and 39 years of industry experience. He has worked at Equitable Advisors since 2005 and previously was with Mony Securities Corporation from 2003 to 2005. In addition to his advisory work, he serves as a trustee for a family member’s trust. 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 utilizes a network of Investment Adviser Representatives and offers various advisory models implemented through third-party managers and LPL-sponsored programs.
Emily N
Series 66
San Diego, CA
Equitable Advisors
Emily Nguyen is a financial advisor with Equitable Advisors holding a Series 66 designation. She joined the firm in 2026 and has experience working with the San Diego Registrar of Voters and San Diego State University in prior roles. 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 and third-party asset managers.
Alexander D
Series 66
San Francisco, CA
Equitable Advisors
Alexander Day is a financial advisor with Equitable Advisors in San Francisco, CA. He holds a Series 66 designation and has two years of industry experience. Prior to joining Equitable Advisors, his work history includes roles outside the financial services sector. Equitable Advisors serves a broad client base including individuals of varying net worth levels, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives, utilizing a range of third-party advisory programs and tools.
Christian R
Series 66
Des Moines, IA
Equitable Advisors
Christian Rogers is a financial advisor with Equitable Advisors in Des Moines, IA. He holds the Series 66 designation and has been with Equitable Advisors since 2026. Prior to his advisory role, he worked at Maverik Convenience Stores for 12 years. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and various asset-management programs, utilizing both proprietary and third-party investment solutions.
Jamie M
Series 63, Series 65
New York, NY
Equitable Advisors
Jamie Milici is a financial advisor with Equitable Advisors in New York, NY, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. He has been with Equitable Advisors since 2004 and also has experience with Axa Advisors, LLC during overlapping years. Equitable Advisors serves a broad client base, including individuals across various wealth levels, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. 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 advisory models.
Samson A
Series 66
Melville, NY
Equitable Advisors
Samson Akinyooye is a Series 66 licensed advisor with Equitable Advisors in Melville, NY, where he has worked since 2015. He has 11 years of industry experience, including five years at Axa Advisors. Outside of his advisory role, he serves as a director at Mericel Academy, Inc., a school where he manages financial statements and cash flow. Equitable Advisors serves a diverse client base ranging from individual investors to institutional clients, providing financial planning, retirement plan consulting, and asset management programs. The firm employs a risk-based approach to match clients with appropriate advisory models and offers services through a network of Investment Adviser Representatives.
Kyle C
Series 66
New York, NY
Equitable Advisors
Kyle Carney is a financial advisor at Equitable Advisors in New York, NY, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Equitable Advisors, he worked in roles at several organizations, including Barstool Sports and Pellegrini's Prime Meats, Fish & Catering. 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 through a network of Investment Adviser Representatives. The firm uses a variety of third-party advisory models and provides services covering mutual funds, ETFs, separately managed accounts, and select alternative investments.
Daniel M
Series 66
Woodbridge, NJ
Equitable Advisors
Daniel Merkl is a financial advisor with Equitable Advisors and holds the Series 66 credential. He has been in the industry since 2026, starting his advisory career with LPL Financial Enterprise before joining Equitable Advisors. Prior to his financial services roles, he has held various positions including work in marketing and hospitality, and attended Indiana University. Equitable Advisors serves a broad client base including individuals, retirement plans, corporations, and nonprofit organizations. The firm offers financial planning, retirement plan consulting, and asset management programs delivered through a network of Investment Adviser Representatives, utilizing third-party managers and a variety of investment vehicles.
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