Angelo Gallo is a financial advisor at Equitable Advisors in Melville, NY, holding a Series 66 designation with one year of industry experience. Prior to joining Equitable Advisors, he worked in various roles including at Red Jug Pub and Uncle Giuseppe's Marketplace. 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 asset-management programs delivered through a network of Investment Adviser Representatives. The firm relies on third-party program sponsors and emphasizes tailored investment solutions across mutual funds, ETFs, separately managed accounts, and select alternative investments.

Michael Roberts is a financial advisor with Equitable Advisors, holding a Series 66 designation and two years of industry experience. Prior to joining Equitable Advisors in 2024, he worked at Joseph Binder and spent nearly three decades at Visteon Corp. He serves on the board of directors for the Plymouth Boys' Soccer Booster Club and is a personal representative of his ex-wife’s estate. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of advisory programs and third-party asset managers to tailor investment solutions, covering mutual funds, ETFs, separately managed accounts, and select alternative investments.

Michael Morelli is a financial advisor with Equitable Advisors, holding a Series 66 designation and four years of industry experience. He previously worked at The Prudential Insurance Company of America, Pruco Securities LLC, Spectrum, and Prime Communications. In addition to his advisory role, he is active as a health insurance agent, enrolling clients in Medicare and ACA contracts. 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 program sponsors.

Corey Mable is a financial advisor with Equitable Advisors in Aurora, CO, holding a Series 66 designation and 14 years of industry experience. He has been with Equitable Advisors since 2012 and previously worked with Axa Advisors, LLC. 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 various asset-management programs delivered through a network of Investment Adviser Representatives. The firm utilizes both proprietary and third-party advisory models and provides ERISA fiduciary services to qualified plans.

Lisa Vanzandt is a financial advisor at Equitable Advisors in Syracuse, NY, holding Series 63 and Series 65 licenses with 25 years of industry experience. She has been with Equitable Advisors and its predecessor, AXA Advisors, since 2003. 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’s approach involves assessing client information and risk tolerance to match clients with various program models or discretionary managers, utilizing both proprietary and third-party asset management solutions.

Michael Fragala is a Series 66 licensed advisor with Equitable Advisors in Melville, NY. He has one year of industry experience and previously worked at firms including EOS Investors, ZCG, and Marcum LLP/CBIZ. Outside of his advisory role, he is involved with MJF Accounting Services Inc., a business he operates concurrently. 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 employs a variety of third-party advisory models and discretionary management strategies while offering ERISA fiduciary services through credentialed representatives.

Joseph Maldonado is a Series 66-licensed financial advisor with Equitable Advisors in Bradenton, FL, bringing 15 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 2010. Outside of his advisory role, Maldonado is involved as a referral sales agent in real estate and is a licensed CPA. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm uses a variety of advisory models and third-party asset managers to deliver customized investment solutions and fiduciary services.

Julius Robinson Jr. is a financial advisor at Equitable Advisors with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Equitable Advisors since 1999, including its predecessor Axa Advisors. He serves on a CFP Advisory Council. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, institutions, and charitable organizations. The firm utilizes a range of advisory programs, including third-party asset managers and proprietary solutions, focusing on personalized risk assessment and portfolio management.

Kacper Czaplak is a Series 66 licensed advisor with Equitable Advisors, based in Oak Brook, IL. He has been with Equitable Advisors since 2025 and has prior work experience in retail and telecommunications. Equitable Advisors serves individuals across various wealth levels, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and asset management programs delivered through a network of Investment Adviser Representatives and third-party managers.

Julian Rodriguez is a financial advisor with Equitable Advisors in Woodbridge, NJ, holding a Series 66 designation and two years of industry experience. Prior to joining Equitable Advisors, he has worked at S&P Global and Seton Hall University among other roles. He is also the owner of J&J Automation Solutions, a startup focused on developing automation solutions for business owners. 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 utilizes a variety of advisory programs and third-party asset managers, offering clients a range of investment options including mutual funds, ETFs, separately managed accounts, and select alternatives.

Troy Haueter is a financial advisor with Equitable Advisors, holding a Series 66 designation and 13 years of industry experience. He has worked at Equitable Advisors since 2013 and previously had roles with Axa Advisors, LLC and Edward Jones. Outside of investment advisory, he is certified to offer Medicare supplemental and advantage plans for clients who are retiring or age 65 and older. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement consulting, and asset management through various advisory programs and third-party managers.

Robert Cody is a financial advisor with Equitable Advisors in Melville, NY. He holds a Series 66 designation and has one year of industry experience. Prior to joining Equitable Advisors, he worked at JJ Coopers and American Whiskey. 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 utilizes a combination of proprietary and third-party advisory models.

Logan Reinold is a Series 66-credentialed financial advisor with Equitable Advisors, based in Holland Patent, NY, and has three years of industry experience. His prior work includes roles at Berkshire Bank and Turning Stone, as well as positions outside finance such as at FedEx and SUNY Polytechnic Institute. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management programs, utilizing a mix of proprietary and third-party investment solutions delivered through a broad network of Investment Adviser Representatives.

Cade Navilio is a Series 66-licensed financial advisor with Equitable Advisors in Bellevue, WA. He began his advisory career in 2026 and has prior work experience in the food service and entertainment industries. 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 programs through a network of Investment Adviser Representatives, utilizing both proprietary tools and third-party asset managers.

Jeffrey Markovitch is a financial advisor with Equitable Advisors in Woodbridge, NJ, holding Series 63 and Series 66 licenses and having 11 years of industry experience. He has worked with Equitable Advisors since 2015 and was previously associated with Axa Advisors LLC. 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 various asset management programs delivered through a network of Investment Adviser Representatives and third-party managers.

Adrian Ukaj is a financial advisor with Equitable Advisors in Morristown, NJ, holding a Series 66 designation and two years of industry experience. Prior to joining Equitable Advisors, he worked at ThorLabs and held various other positions. 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, using both proprietary and third-party investment solutions.

Vincent Cooper is a financial advisor at Equitable Advisors with 17 years of industry experience. He holds a Series 66 designation and has worked at firms including Merrill and Wells Fargo Clearing. In addition to his advisory career, he serves as a police officer in Tenafly, NJ. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individual, institutional, and charitable clients. The firm offers a range of advisory programs and works with third-party asset managers to implement diversified investment strategies.

Brandon Maceachern is a financial advisor with Equitable Advisors who holds a Series 66 designation and has five years of industry experience. His prior roles include positions at Hawthorne Gardening Company, Virtual Supply, Wayfair, Signator Investors, Inc., and Centinel Financial Group. Equitable Advisors serves individual clients across a range of wealth levels, as well as pension plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and focuses on matching clients to appropriate advisory program models and third-party asset managers.

Daniel Toepfer is a Series 66-licensed financial advisor with Equitable Advisors in Melville, NY, where he has worked for 26 years. He has 25 years of industry experience, including two decades at Axa Advisors, LLC. 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 uses a range of advisory models and third-party asset managers to tailor solutions based on client information and risk tolerance.

Brandon Forrester is a financial advisor at Equitable Advisors in New York, NY, holding Series 63 and Series 66 licenses with six years of industry experience. His work history includes roles at AXA Advisors and Burkenroad Reports prior to joining Equitable Advisors. 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 through a network of Investment Adviser Representatives. The firm emphasizes personalized risk assessment and utilizes a range of third-party and proprietary investment programs.