Madison Weschler is a financial advisor with Equitable Advisors in Milwaukee, WI, holding Series 63 and Series 66 licenses and five years of industry experience. Prior to joining Equitable Advisors, Madison’s work history includes roles at DoorDash and The Peaks Senior Living Community, as well as positions at Northern Arizona University and Edison High School. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset-management programs. The firm utilizes a variety of third-party advisory programs and emphasizes matching clients to appropriate investment models and managers.

Patrick Mc Anulty is a financial advisor with Equitable Advisors holding a Series 66 designation and has been in the industry since 2026. His prior experience includes roles at Principal Securities, Inc., working on the private staff for Jeff Schoenekase, and nearly a decade with Charlie Hustle USA LLC. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by offering financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes a network of Investment Adviser Representatives and works with third-party asset managers and advisory programs to implement tailored investment solutions.

John Cassidy is a financial advisor with Equitable Advisors, holding the Series 66 designation and beginning his industry career in 2026. Prior to joining Equitable, he served in the US Marine Corps from 2018 to 2022 and has had various roles including positions at Penn State University and Winthrop Partners. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm leverages a network of Investment Adviser Representatives and both proprietary and third-party investment programs in delivering its advisory services.

Matthew Cassity is a financial advisor with Equitable Advisors in Tampa, FL. He holds a Series 66 designation and has eight years of industry experience. His prior work includes roles at Axa Advisors, LLC and Bajas/Prive. Equitable Advisors serves a broad client base including individual investors, 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 third-party managers.

Jason Pyun is a financial advisor with Equitable Advisors in New York, NY, holding Series 63 and Series 66 licenses and six years of industry experience. His prior roles include positions at AXA Advisors, Basepoint Capital LLC, and multiple engagements with Tulane University. 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 through a network of Investment Adviser Representatives and third-party managers.

Glen Cohen is a financial advisor at Equitable Advisors in New York, NY, holding Series 63 and Series 65 licenses with 29 years of industry experience. His prior roles include positions at LPL Financial, Nationwide Investment Services Corp, Cleararc Capital, and Invesco. Outside of his advisory work, he is the owner of Bleecker Search Partners LLC, an executive search consulting firm. 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 partnerships with third-party asset managers.

Corey Robertson is a financial advisor at Equitable Advisors with 23 years of industry experience. He holds the Series 66 designation and has been with Equitable Advisors and its predecessor, Axa Advisors, since 2002. Outside of his advisory role, he is involved with Ashar Group, LLC, which engages in the sales of traditional life settlements. 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, employing both in-house and third-party advisory models.

Henry Han is a Series 66-registered financial advisor with nine years of industry experience. He has worked at several firms, including Equitable Advisors, Ameriprise Financial Services, Bank of America, Merrill, and Janney Montgomery Scott. In addition to his advisory role, Han serves as Director of Investment Operations at PST Advisors, where he manages advisor relationships and oversees the investment process and analysis. Equitable Advisors serves a diverse client base, including individuals, retirement plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes a range of third-party advisory models and investment products, providing ERISA fiduciary services through credentialed representatives.

James Burns is a financial advisor with Equitable Advisors in Irvine, CA, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives and third-party asset managers.

Dustin Paschal is a financial advisor with Equitable Advisors in Atlanta, GA, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Nichols Cauley & Associates, LLC, Angel Oak Capital Advisors, and Tidwell Group, LLC. Outside of his advisory work, he serves as CFO and Treasurer of Paschal Properties, LLC, a family-owned business. Equitable Advisors provides financial planning, retirement consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a range of advisory programs and third-party asset managers, focusing on matching clients to appropriate investment models and offering ERISA fiduciary services for qualified plans.

Kevin Wales is a financial advisor at Equitable Advisors with 13 years of industry experience. He holds Series 63 and Series 65 licenses and worked previously at Lincoln Financial Advisors Corporation for eight years. Outside of his advisory role, he serves as president of the Chelsey Crossing Homeowner's Association, where he helps plan and oversee neighborhood projects. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to a wide range of clients, including individuals, pension plans, corporations, and charitable organizations. The firm delivers its services through a network of Investment Adviser Representatives and offers programs implemented by third-party managers, focusing on mutual funds, ETFs, separately managed accounts, and select alternative investments.

Farzin Morena is a financial advisor with Equitable Advisors in Irvine, CA, holding Series 63 and Series 65 licenses and bringing one year of experience. Prior to joining Equitable Advisors, he worked at Tesla Inc and has been involved in real estate through ownership and brokerage at The R&R Realty Company Inc. and related entities. 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 investment programs primarily through third-party managers and emphasizes customized client solutions based on risk tolerance and personal information.

Drew Charbonneau is a financial advisor at Equitable Advisors with Series 66 registration and one year of industry experience. Prior to joining Equitable Advisors, he was involved with Johnny's Tavern and LightDoc Ai, and he studied at the University of Kansas. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and asset management programs. The firm uses a network of Investment Adviser Representatives and third-party program sponsors to deliver a range of investment solutions including mutual funds, ETFs, separately managed accounts, and select alternative investments.

Conrad Bloom is a financial advisor with Equitable Advisors, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Plexus Financial Services, Lowe's, and Freedom Boat Club. 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 offers a range of advisory models implemented through third-party managers and focuses on matching clients to appropriate program models based on risk tolerance and personal information.

Edward Tucker is a Series 66-licensed financial advisor with Equitable Advisors in Syracuse, NY. He has one year of industry experience and previously worked at Novelis for nine years and GDI for one year. Equitable Advisors serves a diverse client base, including individual and institutional clients, offering financial planning, retirement plan consulting, and asset-management programs. The firm’s advisory approach involves assessing client risk tolerance and matching them with program models or discretionary managers, utilizing both proprietary and third-party investment solutions.

Matthew Kelley is a financial advisor with Equitable Advisors in Minneapolis, MN. He holds a Series 66 designation and has been with Equitable Advisors since 2026. Prior to joining the firm, he was affiliated with Titleist and has been involved with the Minneapolis Golf Club. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and a range of asset-management programs through a network of Investment Adviser Representatives and third-party asset managers.

Nathan Bruno is a financial advisor at Equitable Advisors with Series 66 credentials and approximately one year of industry experience. His prior work includes roles at Hawkins Ash CPAs and Wisconsin Concrete Coatings, among others. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and various asset-management services primarily delivered through a network of Investment Adviser Representatives and third-party asset managers.

Thomas Quinn is a financial advisor with Equitable Advisors, holding a Series 66 designation and eight years of industry experience. He has worked at Equitable Advisors since 2018, previously affiliated with Axa Advisors, LLC. Outside of financial advising, he owns and operates Expressive Image Photography, a business active since 1992. 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 through a network of Investment Adviser Representatives. The firm utilizes a range of advisory programs and third-party asset managers, offering diversified investment options including mutual funds, ETFs, and alternative investments, with a focus on fiduciary services for qualified plans.

Jennifer Seaton is a financial advisor at Equitable Advisors with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Morgan Stanley and Charles Schwab. Outside of her advisory role, she serves as a committee member for Women in Sales, a New Hampshire organization focused on connecting and supporting women in sales roles. 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 diverse asset-management programs. The firm’s approach involves assessing client risk tolerance and aligning clients with suitable program models or discretionary managers, utilizing both proprietary and third-party investment solutions.

Emillia Samosky is a financial advisor with Equitable Advisors, holding a Series 66 designation and beginning her advisory career in 2026. Prior to joining Equitable Advisors, she worked at Ralph Lauren and has experience operating an Etsy shop called Critter Society. 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’s advisory approach involves assessing client risk tolerance and matching clients to program models or discretionary managers, utilizing a range of mutual funds, ETFs, separately managed accounts, and alternative investments.