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Benjamin P
Series 66
Pittsburgh, PA
Equitable Advisors
Benjamin Porto is a financial advisor with Equitable Advisors in Pittsburgh, PA, holding a Series 66 designation and beginning his industry experience in 2026. His prior roles include positions at Slippery Rock University, Giant Eagle, and Penn State, as well as an entrepreneurial venture with Stinkin' Cute Trees. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm relies on third-party program sponsors and offers a range of investment solutions including mutual funds, ETFs, separately managed accounts, and select alternatives.
Mark W
Series 63, Series 66
Kendallville, IN
Equitable Advisors
Mark Wilcoxen is a financial advisor with Equitable Advisors in Kendallville, IN, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has worked at Equitable Advisors since 2016, including a period when the firm operated as AXA Advisors, LLC. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients, offering financial planning, retirement plan consulting, and a variety of asset-management programs delivered through a network of Investment Adviser Representatives. The firm relies on third-party program sponsors and TAMPs for many advisory models and provides ERISA fiduciary services to qualified plans.
Matthew F
Series 66
Independence, OH
Equitable Advisors
Matthew Frindt is a financial advisor with Equitable Advisors holding a Series 66 designation. He joined the firm in 2025 and has experience working with organizations such as the Cleveland Yachting Club. 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 various third-party advisory models and tools.
Luther E
Series 63, Series 65
Falls Church, VA
Equitable Advisors
Luther Ensminger Jr. is a financial advisor with Equitable Advisors in Falls Church, VA, holding Series 63 and Series 65 licenses and totaling 31 years of industry experience. He has been with Equitable Advisors and its predecessor AXA Advisors since 1999. Ensminger serves on the board and investment committee of PST Advisors, LLC, an Equitable-approved RIA. Equitable Advisors provides financial planning, retirement plan consulting, and asset management to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of advisory models, often implemented through third-party programs and sponsors, and offers services including ERISA fiduciary support for qualified plans.
Greg C
Series 63, Series 65
Austin, TX
Equitable Advisors
Greg Cataldo is a financial advisor with Equitable Advisors in Austin, TX, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Equitable Advisors, he operated The Cataldo Agency and held management roles in several wine-related businesses. He is also the managing director of Hayner Valley Grove LLC. Equitable Advisors serves individual clients across wealth levels, as well as pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and a combination of firm-offered and third-party advisory programs.
Caden G
Series 66
Independence, OH
Equitable Advisors
Caden Garrido is a financial advisor with Equitable Advisors, holding a Series 66 designation and two years of industry experience. Prior to joining Equitable Advisors, he worked at Sauced Barbeque and Spirits and Lifetime Financial Growth, and was involved with Ohio State University Student Union during his studies. 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 utilizes a network of Investment Adviser Representatives and a range of managed programs and third-party asset managers to deliver tailored advice and implementation services.
Jeffrey W
Series 63, Series 65, Series 66
Coldspring, TX
Equitable Advisors
Jeffrey Webb is a financial advisor at Equitable Advisors with 28 years of industry experience. He has held registrations including Series 63, Series 65, and Series 66, and has been with Equitable Advisors since 1999. Outside of his advisory role, he is involved with Chesapeake Operating, Inc., which focuses on natural gas leasing. 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 delivered through a network of Investment Adviser Representatives and third-party sponsors.
Maia T
Series 66
New York, NY
Equitable Advisors
Maia Tindall is a financial advisor with Equitable Advisors in New York, NY, holding a Series 66 designation and beginning her advisory career in 2026. Prior to joining Equitable Advisors, she operated Eleva Coffee Lounge for one year and has experience in academic and service roles including work with Princeton University and the William & Mary Department of Economics. Equitable Advisors serves a broad client base including individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset-management programs, utilizing a range of third-party advisory models and investment options across mutual funds, ETFs, separately managed accounts, and alternative investments.
Wayne C
Series 63, Series 65
Bethel, CT
Equitable Advisors
Wayne Curtis is a financial advisor with Equitable Advisors in Bethel, CT, holding Series 63 and Series 65 licenses and bringing 51 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked with Axa Advisors. Outside of his advisory role, he serves as President of Curtis Financial Services and Insurance, LLC, which provides group insurance benefits and health insurance services to small businesses and individuals. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives.
Chad E
Series 66
Monroe, LA
Equitable Advisors
Chad Elias is a Series 66-licensed financial advisor with Equitable Advisors in Monroe, LA, where he has worked since 2005, totaling 21 years of experience at the firm and 20 years in the industry. He previously worked with Axa Advisors, LLC for 15 years. Outside of his advisory role, he serves as the administrator of his deceased brother’s estate and oversees residual commissions related to his brother’s sports management company. 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’s approach involves assessing client information and risk tolerance to match them with program models or discretionary managers, utilizing both proprietary and third-party investment programs.
Alexander J
Series 66
Toms River, NJ
Equitable Advisors
Alexander Joice is a financial advisor at Equitable Advisors with 25 years of industry experience. He holds the Series 66 designation and has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 2001. Outside of his advisory role, he is an associate at Titan Agency LLC, involved in the sale of auto and homeowner's insurance. Equitable Advisors serves individual clients, 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. The firm emphasizes matching clients to program models or discretionary managers, utilizing third-party TAMPs and LPL-sponsored advisory programs, while offering a range of investment options including mutual funds, ETFs, and select alternative investments.
Arnold K
Series 63, Series 65
Brookfield, WI
Equitable Advisors
Arnold Kuhs is a financial advisor with Equitable Advisors in Brookfield, WI, holding Series 63 and Series 65 registrations and over 35 years of industry experience. His career includes multiple tenures at Equitable Advisors, as well as periods at Axa Advisors, Ameriprise, and Midwest Professional Planners. 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 third-party managers.
George W
Series 63, Series 65
Cincinnati, OH
Equitable Advisors
George Wilburn III is a financial advisor at Equitable Advisors with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Equitable Advisors since 1999. Outside of his advisory work, he is a partner in The Wicked Pickle, a business based in Loevland, Ohio. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm provides financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives and utilizes third-party asset managers and advisory programs.
Matthew M
Series 66
Portsmouth, NH
Equitable Advisors
Matthew Meader is a financial advisor at Equitable Advisors in Portsmouth, NH, holding a Series 66 designation with three years of industry experience. His prior work includes roles in aviation support and at SUNY Canton. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a variety of advisory programs and third-party managers. The firm emphasizes matching client needs and risk tolerance to program models, offering access to mutual funds, ETFs, separately managed accounts, and select alternative investments.
Michael F
Series 63, Series 65
Syracuse, NY
Equitable Advisors
Michael Ferlenda is a financial advisor at Equitable Advisors with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Equitable Advisors since 2015, including its prior iteration as AxA Advisors. 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 offers a variety of advisory programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment management solutions.
Jeremy L
Series 66
Motley, MN
Equitable Advisors
Jeremy Lewis is a financial advisor with Equitable Advisors, holding a Series 66 designation and three years of industry experience. Prior to joining Equitable Advisors in 2023, he worked at Falcon Financial Group and has held various roles in education and community organizations. He serves as Treasurer for the Motley Community Event Organization. Equitable Advisors provides financial planning, retirement consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs through Investment Adviser Representatives and third-party managers, focusing on personalized risk assessment and portfolio management.
Stuart P
Series 63, Series 66
Irvine, CA
Equitable Advisors
Stuart Pollard is a financial advisor with Equitable Advisors in Irvine, CA, holding Series 63 and Series 66 licenses and two years of industry experience. His prior roles include work at Eventide Asset Management and Rimrock Capital Management, as well as coaching lacrosse at St. Margaret's Episcopal School and serving on the board and as a coach for the Scots South Orange County Middle School Lacrosse Club. Equitable Advisors serves a broad range of clients, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of advisors. The firm employs a variety of advisory models and third-party programs, providing access to mutual funds, ETFs, managed accounts, and select alternatives.
Brian U
Series 66
Kearney, NE
Equitable Advisors
Brian Urban is a financial advisor with Equitable Advisors in Kearney, Nebraska, holding a Series 66 designation and 27 years of industry experience. He has worked with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Outside of his advisory roles, Urban is president and owner of Corporate Resource Group, Inc., involved with insurance services, and serves on the financial advisory committee of GP Church. Equitable Advisors serves a broad range of clients 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 with access to a variety of proprietary and third-party investment solutions.
Jacqueline L
Series 63, Series 65
Melville, NY
Equitable Advisors
Jacqueline Leslie is a financial advisor with Equitable Advisors in Melville, NY, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. She has been with Equitable Advisors since 1999, including its predecessor Axa Advisors, LLC, where she worked for over two decades. Equitable Advisors serves a diverse clientele 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 proprietary and third-party investment models and services.
John D
Series 63, Series 65
Wall, NJ
Equitable Advisors
John Deliso is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 50 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Outside of his advisory duties, Deliso serves as a trustee and board member for the Bayshore Medical Center Foundation. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and institutional clients. The firm utilizes various advisory models and third-party managers, offering a range of investment options including mutual funds, ETFs, and alternative investments.
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