Robert Shulkin is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked with Equitable Advisors since 1999, including through its prior affiliation as AXA Advisors. Outside of his advisory role, he is an agent for Flexible Benefits Service Corp., a brokerage company specializing in group and individual health policies. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by offering financial planning, retirement plan consulting, and various asset-management programs. The firm’s approach involves assessing client information and risk tolerance to match clients with suitable advisory models or discretionary managers, using a blend of firm-offered programs and referrals to third-party asset managers.

George Kachmar IV is a financial advisor with Equitable Advisors, holding a Series 66 designation and 18 years of industry experience. He has been with Equitable Advisors since 2007, including its predecessor AXA Advisors, accumulating over 19 years at the firm. Outside of his advisory role, he is a member of the Shore Business Networking Group in Belmar, NJ, participating as a resource for referrals. Equitable Advisors serves a wide 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, utilizing both proprietary and third-party solutions.

Cameron Leavitt is a financial advisor with Equitable Advisors in Salt Lake City, holding Series 63 and Series 66 designations and bringing nine years of industry experience. His prior roles include four years at Morgan Stanley and multiple positions at E*TRADE Securities. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and various asset-management programs. The firm’s advisory approach involves matching clients to program models or discretionary managers, often through third-party sponsors, and offers a range of investment options including mutual funds, ETFs, separately managed accounts, and select alternative investments.

James Carroll is a Series 66-licensed financial advisor with 22 years of industry experience. He is currently with Equitable Advisors in Roanoke, VA, having previously worked at Truist Advisory Services, Suntrust Investment Services, Fidelity, Merrill, Charles Schwab, New England Securities, and UBS Financial Services. He serves as a FINRA arbitrator in Roanoke, VA. Equitable Advisors advises individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a range of third-party asset managers and advisory programs to deliver personalized investment solutions.

Alexander Donley is a Series 66-licensed financial advisor with Equitable Advisors in Cincinnati, Ohio, bringing 21 years of industry experience. He has been with Equitable Advisors and its predecessor Axa Advisors since 2005. Outside of his advisory role, Donley serves as a trustee to a family trust and is a partner in an LLC focused on wealth management. 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 offers a range of advisory programs delivered through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Howard Weinstein is a ChFC® with 41 years of industry experience and has been with Equitable Advisors since 1999. He holds Series 63 and Series 65 licenses and is located in Melville, NY. Outside of his advisory role, he is involved in outside insurance activities with Oxford Health and acts as power of attorney for his spouse, Kathleen Sullivan. 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 various asset-management programs through a network of Investment Adviser Representatives and third-party program sponsors.

Robert Ketola Sr. is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and bringing 54 years of industry experience. He has been with Equitable Advisors since 1999, following a tenure at Axa Advisors, LLC. Outside of his work with Equitable, he operates Robert P. Ketola & Associates, offering life, disability, pension plans, and investment services. Equitable Advisors provides financial planning, retirement consulting, and asset management services to a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of advisory models and third-party asset managers to deliver customized investment solutions.

Steven Leoni is a financial advisor with Equitable Advisors in Visalia, CA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. 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 services. The firm utilizes a variety of advisory models and third-party asset managers to deliver customized investment solutions.

Hugo Castro is a CFP® and ChFC® with 34 years of industry experience, currently serving at Equitable Advisors since 1999. He previously worked with AXA Advisors, LLC for 21 years. Outside of his advisory role, he is a board member of The Beacon Council and is involved in several business ventures, including partnerships in insurance and group benefits companies. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and nonprofit organizations. The firm utilizes a range of advisory models and third-party asset managers to tailor investment solutions for its clients.

Douglas Shoopman is a financial advisor with Equitable Advisors in Wichita, KS, holding Series 63 and Series 65 licenses and four years of industry experience. His career includes roles outside financial services, such as positions at Menards, Gateway Wireless, and Benedictine College. Equitable Advisors serves individuals ranging from non-high-net-worth to high-net-worth clients, as well as institutional clients, providing financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives and third-party asset managers.

Vihan Patil is a financial advisor with Equitable Advisors in Madison, WI, holding a Series 66 designation and beginning his advisory career in 2026. His prior experience includes roles at Ingenero Inc., Wisconsin Union, and AERIE Preferred Financial Group, as well as academic positions at the University of Wisconsin-Madison and Vellore Institute of Technology. Equitable Advisors serves individuals across the wealth spectrum, pension plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm uses a combination of firm-offered programs and third-party advisory models, focusing on personalized risk assessment and portfolio management without sponsoring its own wrap fee program.

Jake Freeman is a Series 66 licensed financial advisor with Equitable Advisors, based in New York, NY. He has two years of industry experience, including prior roles at NewtekOne and Levent. Freeman’s background also includes four years at the University of Michigan. 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 utilizes a network of Investment Adviser Representatives and third-party asset managers to deliver a range of investment programs tailored to client risk tolerance and goals.

Richard De Gout is a financial advisor with Equitable Advisors in Los Angeles, CA, holding a Series 66 designation and 23 years of industry experience. He has been with Equitable Advisors and its predecessor, AxA Advisors, since 2003. Outside of his advisory role, he serves as a successor trustee and successor power of attorney for a family trust. 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 utilizes a range of advisory programs and third-party asset managers, focusing on personalized client information and risk assessment to tailor investment solutions.

Benjamin Conner is a financial advisor with Equitable Advisors, holding Series 63 and 66 licenses and six years of industry experience. Prior to joining Equitable Advisors in 2022, he worked for American Family Insurance as an agent for 14 years and was employed by Amazon from 2020 to 2022. He receives residual income from life insurance sales made during his time at American Family Insurance. Equitable Advisors serves a broad range of clients, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm utilizes a variety of third-party advisory models and provides ERISA fiduciary services through a large network of Investment Adviser Representatives.

Louis Denison is a Series 66 licensed advisor at Equitable Advisors with one year of industry experience. Prior to joining Equitable Advisors in 2026, he held various roles related to athletics and education at Nichols College and other institutions. He has been involved with Sandy Burr Country Club since 2020. 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 delivers services through a network of Investment Adviser Representatives and partners with third-party asset managers and advisory platforms to offer a range of investment solutions.

Michael Dirocco is a Series 66-licensed financial advisor with Equitable Advisors in Woodbridge, NJ, where he has worked for 13 years. Prior to Equitable Advisors, he was with Axa Advisors for seven years. 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 utilizes both proprietary and third-party investment solutions.

James Moster Jr. is a financial advisor with Equitable Advisors in Oak Brook, IL, holding Series 63 and Series 65 licenses and having 33 years of industry experience. He has been with Equitable Advisors since 1999 and also worked at AXA Advisors, LLC from 1999 to 2020. Outside of financial advising, he maintains a law practice as an attorney and provides attorney referrals. Equitable Advisors serves individuals, pension plans, corporations, and charitable organizations by offering financial planning, retirement plan consulting, and various asset management programs. The firm utilizes a network of Investment Adviser Representatives and partners with third-party asset managers and advisory programs to deliver its services.

Luis Chiappy is a financial advisor with Equitable Advisors in Miami, FL, holding Series 63 and Series 65 licenses and 40 years of industry experience. He has been with Equitable Advisors and its predecessor Axa Advisors since 1999. Outside of advisory work, he is involved as a member in several business ventures, including Deliverance Boating, LLC. 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 various proprietary and third-party programs. The firm’s approach involves risk assessment and matching clients with appropriate investment models or managers, utilizing mutual funds, ETFs, separately managed accounts, and select alternative investments.

Ted Oliver Sr. is a financial advisor with Equitable Advisors, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Stifel Independent Advisors, Morgan Stanley Private Bank, Morgan Stanley, and Edward Jones. 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, utilizing both proprietary and third-party investment solutions.

Kenneth Fahmy is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at Equitable Advisors since 1999 and also leads an outside employee benefits and insurance brokerage business, Fahmy & Associates Inc., where he serves as president and owner. Additionally, he acts as a solicitor for Capital Management Group, a registered investment advisor. 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 diverse asset-management programs delivered through a network of Investment Adviser Representatives, utilizing both proprietary and third-party advisory solutions.