Brian Garrette is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at Hartford Funds Distributors, LLC, Charles Schwab, Eastern Point Advisors Inc., and Potomac. Equitable Advisors serves a broad client base, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm employs a range of investment models and third-party advisory programs, covering mutual funds, ETFs, separately managed accounts, and select alternative investments.

Brendan McGrath is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and possessing 12 years of industry experience. He has been with Equitable Advisors since 2013 and previously worked at AXA-Advisors, LLC. Outside of his advisory role, he is involved as a managing member of Affordable Luxury Rentals - ABC, LLC. 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. The firm’s approach involves assessing client risk tolerance and aligning clients with program models or discretionary managers, utilizing both proprietary and third-party solutions.

Alyssa Daher is a financial advisor with Equitable Advisors in Troy, MI, holding a Series 66 designation and bringing five years of industry experience. Her prior roles include positions at GLP Financial Group, Friedman Commercial Real Estate, and Wayne State University. Outside of advising, she has experience in the food industry, having worked for six years at Sweet Dreams Bakery. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and various asset management programs delivered through a network of Investment Adviser Representatives and third-party managers.

Christopher Moyer is a financial advisor at Equitable Advisors with four years of industry experience. He holds the Series 66 designation and has previous work experience at Giant Eagle and academic roles at James Madison University, Hood College, and Governor Thomas Johnson High School. Equitable Advisors serves individual clients—including both non-high-net-worth and high-net-worth individuals—as well as pension and profit-sharing plans, corporations, charitable organizations, and other institutions. The firm provides financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and a range of third-party and proprietary advisory solutions.

Michael Copulos is a financial advisor with Equitable Advisors holding a Series 66 designation. He joined the firm in 2026 and brings no prior industry experience. His background includes roles outside the financial sector, such as work at Glen Arbor Golf Club and Deer Studios NYC. 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 utilizes a variety of advisory models, including third-party asset managers and LPL-sponsored programs, and provides ERISA fiduciary services for qualified plans.

Zachary Allums is a financial advisor at Equitable Advisors in San Diego, CA, holding a Series 66 designation with one year of industry experience. His prior work includes founding Allums Law, APC, and involvement with OC Paddlesports. 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 programs through a network of Investment Adviser Representatives and third-party providers.

John Brey is a financial advisor at Equitable Advisors in Minneapolis, MN, with six years of industry experience. He holds the Series 66 designation and has worked at Equitable Advisors since 2020. His prior roles include positions at AXA Advisors, St. Cloud State University, the City of Brooklyn Park, Riverview Sports and Marine, and Buona Sera Ristorante. He is also involved with Falcon Financial LLC. 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 asset management programs, utilizing a network of Investment Adviser Representatives and third-party asset managers.

Joseph Saccomanno is a financial advisor with Equitable Advisors in Saddle Brook, NJ, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has been with Equitable Advisors since 2009, including time under the AXA Advisors name prior to rebranding. 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, utilizing a combination of firm-offered programs and referrals to third-party asset managers.

Nathaniel Hamilton is a Series 66-licensed financial advisor with Equitable Advisors, and he has one year of industry experience. Before joining Equitable Advisors in 2025, he worked at Financial Growth Partners and has a background that includes roles in education and the brewing industry. Equitable Advisors serves a diverse client base, including individual investors, pension plans, corporations, and nonprofits, offering financial planning, retirement consulting, and asset management programs. The firm delivers its services through a network of investment professionals and utilizes various third-party advisory platforms alongside proprietary programs.

Christopher Brooks is a financial advisor with Equitable Advisors, holding a Series 66 designation and bringing 21 years of industry experience. His prior roles include positions at Charles Schwab, TIAA-CREF, Valic Financial Advisors, and Thrivent Investment Management. Outside of his advisory work, Brooks is also a sales associate for two separate realty firms. 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 various asset-management programs, utilizing both proprietary and third-party investment solutions delivered through a large network of investment adviser representatives.

Charles Erbs is a financial advisor at Equitable Advisors with two years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various firms, including Blue Technologies and Infinium Wall Systems. Prior to his advisory career, he held positions in multiple industries such as hospitality and retail. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and asset management programs. The firm utilizes a variety of third-party advisory models and offers services covering mutual funds, ETFs, separately managed accounts, and select alternative investments.

Gregory Salvatore is a financial advisor with Equitable Advisors in Santa Rosa, FL, holding a Series 66 designation and 14 years of industry experience. He has been with Equitable Advisors since 2013, including its predecessor entity Axa Advisors. Outside of advising, he serves on the board of Tech Credit Union and is treasurer of a local golf league. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and nonprofits, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm offers a range of advisory programs implemented via third-party managers and emphasizes a fiduciary approach to qualified plans.

Brian Kelly is a financial advisor with Equitable Advisors in Houston, TX, holding Series 63 and Series 65 licenses and having 13 years of industry experience. He has worked at Equitable Advisors since 2013, including its predecessor Axa Advisors. Outside of his advisory role, he performs as a singer in an acoustic band and serves as secretary on the Houston Sigma Chi Alumni Chapter board. Equitable Advisors provides financial planning, retirement plan consulting, and asset management to individuals, plans, corporations, and charitable organizations. The firm utilizes various advisory models, including third-party programs and discretionary management, and offers products such as mutual funds, ETFs, and alternative investments, serving a wide range of clients from non-high-net-worth individuals to institutions.

Bradley Mullins is a financial advisor at Equitable Advisors with three years of industry experience. He holds a Series 66 designation and previously worked for the Commonwealth of Virginia and as a self-employed professional. 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 through a network of Investment Adviser Representatives and third-party program sponsors.

Dennis Long is a financial advisor with Equitable Advisors, holding a Series 66 designation and eight years of industry experience. He previously worked at AXA Advisors, LLC, the Country Club of York, LentzCaping Inc., and York College of Pennsylvania. Outside of his advisory role, he serves as an administrator or executor of an estate and trustee of a trust for a family member. 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 asset management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Peter Soriento Jr. is a financial advisor with Equitable Advisors, holding Series 63, 65, and 66 designations and bringing 33 years of industry experience. He has been with Equitable Advisors since 2003, including its prior iteration as AXA Advisors, LLC. He operates a separate business under the name Periscope Wealth Partners. 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 asset managers.

Donald Kaplan is a CFP® with two years of industry experience, currently serving as a financial advisor at Equitable Advisors. Prior to his current role, he worked at Cipher Skin and Boyett Petroleum, and he spent 28 years at Phillips 66. Kaplan also maintains a CPA license and operates a consulting business focused on providing accounting and administrative services to other ventures. Equitable Advisors serves a diverse client base including individuals, retirement plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs. The firm utilizes various advisory models and third-party sponsors to deliver customized investment solutions.

Logan Van Wyk is a financial advisor at Equitable Advisors with Series 66 credentials and one year of industry experience. His prior work history includes roles outside the financial sector, such as positions at Top Golf and Papa Johns. 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 various asset-management programs through a network of Investment Adviser Representatives.

Peter Senick is a financial advisor with Equitable Advisors in Charlotte, NC, holding a Series 66 designation and 20 years of industry experience. He has been with Equitable Advisors since 2006, including its predecessor Axa Advisors, LLC, where he also worked starting in 2006. Outside of his advisory role, Senick serves as board chair for the Academy of Finance at Olympic High School and owns Senter Rock Capital LLC. 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’s advisory approach includes matching clients to program models or discretionary managers, utilizing third-party asset managers and LPL-sponsored advisory programs.

Laura Marquard is a financial advisor at Equitable Advisors in Dallas, TX, holding Series 63 and Series 66 licenses with 22 years of industry experience. She has been with Equitable Advisors since 2009 and previously worked at Axa Advisors. Equitable Advisors serves individuals, pension plans, corporations, charitable organizations, and other institutional clients, providing financial planning, retirement plan consulting, and a variety of asset-management programs delivered through a network of Investment Adviser Representatives and third-party managers.