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Craig S
Series 63, Series 65
Plainview, NY
Equitable Advisors
Craig Silverman is a financial advisor with Equitable Advisors in Plainview, NY, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Equitable Advisors since 2005 and previously at AXA Advisors, LLC. Outside of financial advisory, he consults on residential property tax grievances. Equitable Advisors serves a range of clients 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 managers.
Matthew T
Series 63, Series 65
Syracuse, NY
Equitable Advisors
Matthew Turner is a financial advisor with Equitable Advisors in Syracuse, NY, holding Series 63 and Series 65 designations and 13 years of industry experience. He has been with Equitable Advisors since 2013, including its predecessor, AxA Advisors. Equitable Advisors serves a diverse range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a network of Investment Adviser Representatives and relies on third-party asset managers and advisory programs to deliver customized investment solutions.
Austin J
Series 66
New York, NY
Equitable Advisors
Austin Jett is a financial advisor with Equitable Advisors in New York, NY, holding a Series 66 designation and having 14 years of industry experience. He has been with Equitable Advisors since 2013 and previously worked at AXA Advisors, LLC. Outside of financial advisory, he is involved with Jett Bee Removal, a business operating under the name The Bailey Group. 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 through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment models and platforms.
Harry T
Series 63, Series 65
Bala Cynwyd, PA
Equitable Advisors
Harry Thomas is a financial advisor with Equitable Advisors in Bala Cynwyd, PA, holding Series 63 and Series 65 credentials and over 53 years of industry experience. He has worked at Equitable Advisors since 1999 and previously spent 20 years with Karr Barth Financial Planning, Inc. Thomas is also the chairman and owner of Private Client Group Advisors, LLC. 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 variety of advisory models, including third-party TAMPs and LPL-sponsored programs, and offers a range of investment options such as mutual funds, ETFs, separately managed accounts, and select alternative investments.
Sean M
Series 66
Bala Cynwyd, PA
Equitable Advisors
Sean Maguire is a financial advisor with Equitable Advisors in Bala Cynwyd, PA, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he worked at Shannon Maguire - Karr Barth Associates and has experience in other roles including at Sunset Pier. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm utilizes various advisory models and third-party asset managers to implement client strategies across mutual funds, ETFs, separately managed accounts, and select alternative investments.
Stephen M
Series 63, Series 65
Palestine, TX
Equitable Advisors
Stephen Missildine is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 53 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked at Axa Advisors, LLC for over two decades. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. 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.
Toufik B
Series 63, Series 65
Osprey, FL
Equitable Advisors
Toufik Bouhamid is a financial advisor with Equitable Advisors in Osprey, FL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior work includes nearly a decade at Valic Financial Advisors and eight years at Axa Advisors, LLC. He is also owner of Accredited Wealth Consultants, LLC. Equitable Advisors serves individuals, pension plans, corporations, and charitable organizations with financial planning, retirement plan consulting, and asset management programs. The firm’s approach involves assessing client risk tolerance and matching them to model portfolios or discretionary managers, utilizing both proprietary and third-party investment solutions.
Jack T
Series 66
Orlando, FL
Equitable Advisors
Jack Thompson is a financial advisor with Equitable Advisors in Orlando, FL. He holds the Series 66 designation and has been with the firm since 2026. Prior to joining Equitable Advisors, Thompson held positions in retail and education. 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 uses a range of investment programs and referrals to third-party asset managers to deliver its advisory services.
Ki Hyung R
Series 66
Los Angeles, CA
Equitable Advisors
Ki Hyung Ryow is a financial advisor with Equitable Advisors in Los Angeles, CA, holding a Series 66 designation and possessing 24 years of industry experience. He has been with Equitable Advisors since 2001, including through its predecessor Axa Advisors. Outside of advising, Ryow is involved in several community and nonprofit organizations, serving as a director for the Krossland Foundation Inc., president and secretary of Saint Gabriel Korean School Inc., a board member of the Korean American Chamber of Commerce Los Angeles and the Korean Institute of Southern California, and is also a restaurant owner and member of the Los Angeles Koreatown Lions Club. Equitable Advisors provides a broad range of financial planning and retirement consulting services to individuals, plans, corporations, and institutions. The firm utilizes various advisory programs and third-party asset managers to tailor investment strategies, offering access to mutual funds, ETFs, separately managed accounts, and select alternative investments.
Filipp Z
Series 66
New York, NY
Equitable Advisors
Filipp Zaytsev is a financial advisor with Equitable Advisors in New York, NY, holding a Series 66 designation and nine years of industry experience. He has worked at Equitable Advisors since 2017, including its predecessor AXA Advisors, LLC. Outside of his advisory role, he serves as President and CEO of Aeternum Capital. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to a diverse client base, utilizing a range of advisory programs and third-party managers to tailor investment solutions.
Ryan T
Series 66
Williamsville, NY
Equitable Advisors
Ryan Timmons is a financial advisor with Equitable Advisors, holding a Series 66 credential and 19 years of industry experience. He has worked with Equitable Advisors since 2007, including time at Axa Advisors, LLC. Outside of his advisory work, he manages a vacation rental property in Buffalo, NY. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and nonprofit organizations. The firm offers financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives and utilizes both proprietary and third-party investment solutions.
Vincent B
Series 66
Secaucus, NJ
Equitable Advisors
Vincent Badali is a financial advisor at Equitable Advisors with seven years of industry experience. He holds the Series 66 designation and has worked at Equitable Advisors since 2019, including a brief tenure at Axa Advisors. Prior to his advisory career, he was affiliated with Stevens Institute of Technology. Equitable Advisors serves individual and institutional clients, including retirement plans and charitable organizations, offering financial planning, retirement consulting, and asset-management programs. The firm leverages a network of Investment Adviser Representatives and third-party asset managers to deliver customized advisory solutions across various investment vehicles.
Lav V
Series 65
Parlin, NJ
Equitable Advisors
Lav Varma is a Series 65–licensed financial advisor with Equitable Advisors, where he has worked since 1999. He has 43 years of industry experience and previously worked at Axa Advisors. Varma serves as a member of the Board of Trustees for Art N Beat, a nonprofit organization. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs. The firm employs a range of advisory models implemented through third-party managers and emphasizes tailored client risk assessment and program matching.
Richard S
Series 63, Series 65
Bellevue, WA
Equitable Advisors
Richard Stewart is a financial advisor with Equitable Advisors in Bellevue, WA, holding Series 63 and Series 65 credentials and 30 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, LLC, since 1999. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and a variety of asset-management programs. The firm works with clients through a network of Investment Adviser Representatives and offers both proprietary and third-party advisory solutions, including ERISA fiduciary services for qualified plans.
Izac C
Series 66
Independence, OH
Equitable Advisors
Izac Coleman is a Series 66-licensed financial advisor with one year of industry experience. He is currently with Equitable Advisors and has previously worked at Paloma, Northwestern Mutual, and Glenmede Trust. Outside of financial advising, he has experience working with John Carroll University in various capacities. Equitable Advisors serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.
John P
Series 63, Series 66
Verona, NJ
Equitable Advisors
John Peracchio is a financial advisor at Equitable Advisors with 37 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Equitable Advisors since 2011, including time at its predecessor firm, AxA Advisors. 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, utilizing a network of Investment Adviser Representatives and third-party asset managers to deliver customized advisory services.
William L
Series 63, Series 65
Olive Branch, MS
Equitable Advisors
William Lloyd Jr. is a financial advisor with Equitable Advisors in Olive Branch, MS, holding Series 63 and Series 65 licenses and possessing 40 years of industry experience. He has been with Equitable Advisors since 1999, including its prior form as Axa Advisors, and maintains various outside insurance activities. Equitable Advisors serves individuals, pension plans, corporations, charitable organizations, and institutional clients by offering financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm employs a range of advisory models implemented via third-party managers and provides ERISA fiduciary services to qualified plans.
Marc F
Series 66
Wellesley, MA
Equitable Advisors
Marc Foley is a financial advisor with Equitable Advisors in Wellesley, MA, holding a Series 66 designation and five years of industry experience. His background includes service in the United States Army and roles with the Massachusetts State Police and Essex County Sheriff's Department, as well as positions in education at the University of Massachusetts Lowell and North Andover Public Schools. He also serves as a trustee for a local homeowners association. 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 range of advisory programs and third-party asset managers to deliver tailored investment solutions across multiple product types.
Joseph D
Series 63, Series 65
Syracuse, NY
Equitable Advisors
Joseph Dimora is a financial advisor with Equitable Advisors in Syracuse, NY, holding Series 63 and Series 65 designations and 42 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Outside of his advisory role, he is involved in insurance brokerage activities. 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 advisors and third-party managers, with a focus on personalized risk assessment and matching clients to appropriate investment models.
Michael K
Series 66
Zelienople, PA
Equitable Advisors
Michael Keefer is a financial advisor with Equitable Advisors in Zelienople, PA, holding a Series 66 designation and 24 years of industry experience. He has worked with Equitable Advisors and its predecessor, Axa Advisors, since 2002. Keefer is also the owner of R E Lane LLC, a CPA firm serving as a trusted advisor in conjunction with his financial advisory role. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers various advisory programs through a network of representatives and partners with third-party asset managers for portfolio implementation.
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