Nathan Scavo is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he held roles at Gwynedd Mercy University, Cbiz, and Bryn Athyn College. Outside of his advisory work, he has been involved with the Philadelphia Cricket Club for five years. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and asset-management programs. The firm’s approach includes matching clients to program models or discretionary managers, often utilizing third-party asset managers and advisory programs.

Jeffrey Schuette is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He was previously with Stifel Independent Advisors, LLC for 22 years before joining Equitable Advisors in 2026. 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 programs. The firm employs a range of advisory models, often implemented through third-party managers and platforms, and offers ERISA fiduciary services for qualified plans.

Nathan Bowman is a Series 66-licensed financial advisor with Equitable Advisors in Independence, Ohio, and has three years of industry experience. Prior to joining Equitable Advisors, he was self-employed for five years and has held positions at the Cleveland Clinic Foundation and local fire departments. He is also the owner of Archival Arms LLC, a non-investment business. Equitable Advisors serves a broad 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 and third-party asset managers.

Michael Kaplan is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Equitable Advisors since 2005 and previously at Axa Advisors and Mony Securities Corporation. He is a 22% partner in Equinox Financial Partners LLC. 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 through a network of Investment Adviser Representatives. The firm relies on third-party program sponsors and endorsed wrap fee managers rather than sponsoring its own wrap fee program.

Justin Gaudet is a financial advisor with Equitable Advisors, holding a Series 66 designation and seven years of industry experience. He has worked at Equitable Advisors since 2019 and previously held roles at AXA Advisors and New Canaan Group. His other business activities include operating BL Financial Group as a DBA. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm provides financial planning, retirement plan consulting, and a range of asset-management programs, often utilizing third-party asset managers and advisory programs.

Kyle Lynch is a financial advisor with Equitable Advisors in Sylvania, OH, holding Series 65 and Series 63 licenses and 13 years of industry experience. He has worked at Equitable Advisors since 2013 and at David Means since 2017. His other business activities include sales of life settlements through Equitable Network. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients, providing financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives.

Saurin Munshaw is a financial advisor at Equitable Advisors with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Equitable Advisors since 1999. Outside of advising, Munshaw owns a photography business and serves as president and CEO of Sterling Wealth Management, LLC. He is also a co-trustee of an immediate family trust. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management services through a network of Investment Adviser Representatives, utilizing a range of third-party advisory programs and investment options.

Ryan Griffith is a financial advisor with Equitable Advisors in Bellevue, WA, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has worked at Equitable Advisors since 2014, including its predecessor Axa Advisors, LLC. In addition to his advisory role, he is the managing partner of Integrity Financial Wealth Management, LLC. 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 through a large network of Investment Adviser Representatives, utilizing a range of firm-offered and third-party advisory models.

Ryan Ellis is a financial advisor with Equitable Advisors in Overland Park, KS, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has been with Equitable Advisors since 2012 and previously worked with Axa Advisors, LLC. He serves as a successor co-trustee to his parents' trust. 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 emphasizes personalized advice through a variety of third-party and firm-offered advisory programs and offers a broad range of investment options including mutual funds, ETFs, and select alternative investments.

Sean Clarke is a financial advisor at Equitable Advisors with one year of industry experience. He holds a Series 66 designation. Prior to his current role, he has worked in various positions including at the Naval Air Warfare Center Aircraft Division and has experience in the food service sector. Equitable Advisors serves individual clients across various wealth levels, as well as pension plans, corporations, and charitable organizations. The firm emphasizes financial planning and retirement consulting, offering a range of asset management programs delivered through a network of advisers and third-party asset managers.

Michael Errichiello is a financial advisor with Equitable Advisors in Nutley, NJ, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at Morgan Stanley & Co. LLC and Axa Advisors LLC. Outside of his advisory work, he serves as a part-time fire inspector and firefighter, holds the treasurer position for the Lyndhurst Volunteer Fire Department, and is involved with fire prevention and emergency response organizations in New Jersey. 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 employs a model-based approach to client portfolios, utilizing third-party asset managers and advisory programs alongside select proprietary options.

Mindy Dunnigan is a financial advisor with Equitable Advisors in New York, NY, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has worked at Equitable Advisors since 2013 and previously at AxA Advisors and Saddle River Capital Management. 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 utilizes a variety of advisory models and third-party asset managers, focusing on tailored client solutions without sponsoring its own wrap fee program.

Jenny Jung is a financial advisor at Equitable Advisors with 32 years of industry experience. She has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. In addition to her advisory work, she holds a special power of attorney to manage immediate family members' retirement affairs. 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 investment solutions delivered through a network of Investment Adviser Representatives.

Christopher Petrollese is a financial advisor at Equitable Advisors with one year of industry experience. He holds a Series 66 designation. Outside of finance, he is the owner of Yukon Contracting LLC, a business he has operated since 2019. Equitable Advisors serves individual and institutional clients, including pension and profit-sharing plans and charitable organizations, offering financial planning, retirement plan consulting, and a range of asset-management programs delivered through Investment Adviser Representatives and third-party asset managers.

Benjamin Elias is a financial advisor with Equitable Advisors in Milwaukee, WI, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Cobra Puma Golf and Coldwell Banker Realty. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm uses a range of investment vehicles and collaborates with third-party managers, focusing on tailored advice based on client risk tolerance and plan information.

Colleen Krcelich is a financial advisor with Equitable Advisors in Bala Cynwyd, PA, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. She has worked with Rockland Group Wealth Management and Axa Advisors, among other roles, and is also a certified public accountant. Outside of her advisory work, she serves as president of the Lehigh Valley Chapter of the Pennsylvania Society of Tax and Accounting and is involved with several community nonprofit boards; she is also a lecturer at Pennsylvania State University. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement consulting, and various asset management programs. The firm employs a network of Investment Adviser Representatives and primarily utilizes third-party advisory programs and managers to implement client solutions.

Maxwell Landgraf is a Series 66-licensed financial advisor with Equitable Advisors in Fort Worth, TX, where he has worked for 23 years. His career includes 17 years at Axa Advisors, LLC. He holds various outside insurance and brokerage contracts. Equitable Advisors serves individual and institutional clients with financial planning, retirement plan consulting, and asset management, utilizing a range of firm-offered programs and third-party asset managers.

Jack Millmier is a financial advisor at Equitable Advisors with three years of industry experience. He holds the Series 66 designation and has prior work history that includes roles at Zillow Group and United Wholesale Mortgage. Outside of his advisory work, he owns J&S Marketplace LLC, an online business that buys and sells sneakers and clothing. 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 involves assessing client risk tolerance and matching them with advisory programs or managers, utilizing a range of investment products and third-party asset management platforms.

Michael Bontempo is a financial advisor at Equitable Advisors with three years of industry experience. He holds the Series 66 designation and has worked at Equitable Advisors since 2022. Prior to that, he was employed at Stonehill College and the Town of Falmouth Beach Department. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and various asset-management programs. The firm’s advisory services utilize a range of third-party program sponsors and discretionary managers, covering mutual funds, ETFs, separately managed accounts, and selected alternative investments.

Samantha Curtin is a Series 66-registered financial advisor with Equitable Advisors in Irvine, CA, where she has worked since 2005. She has 20 years of industry experience and previously worked at Axa Advisors, LLC. Equitable Advisors serves a broad client base, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm offers a variety of advisory programs and emphasizes matching clients to tailored investment models or discretionary managers, utilizing both proprietary and third-party solutions.