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Stephanie D
Series 63, Series 66
Middletown, NY
Equitable Advisors
Stephanie De Angelis is a financial advisor with Equitable Advisors and holds Series 63 and Series 66 licenses. She has two years of industry experience and previously worked at Plattsburgh State University and the Town of Marlboro Summer Camp. 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 and third-party managers.
Ricardo R
Series 66
Windham, NH
Equitable Advisors
Ricardo Rincon is a Series 66-licensed financial advisor with Equitable Advisors in Windham, NH, where he has worked since 2005. He has 20 years of industry experience, including 15 years with Axa 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 offers a range of advisory programs through a network of Investment Adviser Representatives and uses third-party asset managers alongside proprietary solutions.
Daniel C
Series 63, Series 65
Cary, NC
Equitable Advisors
Daniel Corley is a financial advisor with Equitable Advisors in Cary, NC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked at Equitable Advisors and its predecessor, AXA Advisors, since 1999. Outside of his advisory role, he is the managing member of Prestige Financial Holdings LLC and serves as power of attorney for a family member. Equitable Advisors serves individuals across wealth levels, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives. The firm emphasizes matching clients to program models or discretionary managers, using a range of investment vehicles and offering ERISA fiduciary services to qualified plans.
Matthew J
Series 66
Bala Cynwyd, PA
Equitable Advisors
Matthew Johnston is a financial advisor with Equitable Advisors, holding a Series 66 designation and 12 years of industry experience. He has worked at Equitable Advisors since 2014, including its predecessor, Axa Advisors. Johnston serves as a board member and officer for Breakthrough Greater Philadelphia. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, corporate and institutional clients, and charitable organizations. The firm offers a range of advisory programs through a network of Investment Adviser Representatives and relies on third-party asset managers and programs for portfolio implementation.
Sean N
Series 66
Scottsdale, AZ
Equitable Advisors
Sean Norris is a Series 66-licensed financial advisor with Equitable Advisors in Scottsdale, AZ, with two years of industry experience. Prior to joining Equitable Advisors, he worked at TPC Scottsdale and held roles at Arizona State University and InstaCart. Equitable Advisors serves individuals across wealth levels, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing a combination of firm-offered and third-party advisory solutions.
Gordon M
Series 63, Series 65
Nashville, TN
Equitable Advisors
Gordon Mellin is a financial advisor with Equitable Advisors in Nashville, TN, holding Series 63 and Series 65 credentials and having 10 years of industry experience. He has worked with Equitable Advisors since 2016, including its predecessor AXA Advisors, LLC. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients, offering financial planning, retirement plan consulting, and various asset-management programs primarily delivered through a network of Investment Adviser Representatives and third-party asset managers.
William E
Series 66
Chattanooga, TN
Equitable Advisors
William Evans is a financial advisor with Equitable Advisors, holding a Series 66 designation and 20 years of industry experience. He has been with Equitable Advisors since 2003, having previously worked at AXA Advisors LLC. 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 asset management through a network of Investment Adviser Representatives, utilizing both proprietary and third-party programs.
Maxwell R
Series 63, Series 65
Austin, TX
Equitable Advisors
Maxwell Ruthart is a financial advisor at Equitable Advisors in Austin, TX, holding Series 63 and Series 65 licenses with three years of industry experience. His prior roles include work with Innovation of Peace and Development and the University of Texas at Austin. He has been involved with Camp Walden for five years. Equitable Advisors serves individuals ranging from non‑high-net-worth to high-net-worth clients, as well as pension plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives, utilizing a range of program models, including third-party managers and fiduciary services for qualified plans.
Ethan M
Series 66
Carmel, IN
Equitable Advisors
Ethan Maier is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. His prior work includes involvement with Greencastle Little League Baseball and the Arbor Trace Golf Club. Equitable Advisors serves individuals, pension and profit-sharing 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 utilizes third-party asset managers and advisory programs, offering services across mutual funds, ETFs, separately managed accounts, and select alternative investments.
Geoffrey I
Series 66
Syracuse, NY
Equitable Advisors
Geoffrey Irving is a financial advisor with Equitable Advisors in Syracuse, NY, holding a Series 66 designation and seven years of industry experience. Prior to joining Equitable Advisors in 2019, he was associated with AXA Advisors and AXA Equitable. Outside of his advisory role, he serves as Partner and President of Operations at American Made Games Inc., a company that fabricates wooden lawn games. 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, utilizing both proprietary and third-party investment models.
Thomas S
Series 63, Series 65
Akron, OH
Equitable Advisors
Thomas Shisler is a financial advisor with Equitable Advisors in Akron, OH, holding Series 63 and Series 65 licenses and having 30 years of industry experience. He has worked with Equitable Advisors and its predecessor, Axa Advisors, LLC, 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 various asset-management programs. The firm relies on a network of Investment Adviser Representatives and third-party program sponsors to deliver tailored investment solutions and ERISA fiduciary services.
Jack S
Series 66
Bala Cynwyd, PA
Equitable Advisors
Jack Sanderson is a financial advisor with Equitable Advisors and holds the Series 66 designation. He has recently started his advisory career, joining Equitable Advisors in 2026 after a brief tenure at Karr Barth Associates in 2025. Outside of his advisory role, he has been involved with the Philadelphia Cricket Club since 2018. Equitable Advisors serves a varied client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.
Andrew F
Series 66
Stevens Point, WI
Equitable Advisors
Andrew Firminhac is a financial advisor at Equitable Advisors with three years of industry experience. He holds a Series 66 designation and has prior work experience across various sectors, including manufacturing and publishing. Outside of his advisory role, Firminhac serves as a football coach at Cudahy High School. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm utilizes a network of Investment Adviser Representatives and third-party managers to deliver customized advisory solutions covering mutual funds, ETFs, separately managed accounts, and select alternative investments.
Graham G
Series 63, Series 65
Oklahoma City, OK
Equitable Advisors
Graham Gore is a financial advisor with Equitable Advisors in Oklahoma City, holding Series 63 and Series 65 credentials and four years of industry experience. Prior to joining Equitable Advisors in 2022, he worked at Gores Phillips 66 and spent several years in education roles, including at the University of Oklahoma and Seiling Junior and High Schools. He serves as a board member of the Edmond Area Chamber of Commerce. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, institutions, and organizations through a network of Investment Adviser Representatives. The firm utilizes a range of third-party asset managers and programs, delivering investment solutions across mutual funds, ETFs, separately managed accounts, and select alternative investments.
Bryan C
Series 63, Series 65
Raleigh, NC
Equitable Advisors
Bryan Crolla is a financial advisor with Equitable Advisors in Raleigh, NC, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has been with Equitable Advisors since 2012, including time when the firm was known as Axa Advisors. Outside of his advisory role, he is involved with Oakbridge Financial Group, LLC as a partner and managing member, and also works as a sales associate for Reality Benefits Services and Dergalis Associates LLC, focusing on ancillary insurance products. Equitable Advisors serves individual clients across a broad range of wealth levels, as well as pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs. The firm’s approach involves personalized risk assessment and matching clients to third-party advisory programs or discretionary management options.
Marc D
Series 63, Series 65
Irvine, CA
Equitable Advisors
Marc Didomenico is a financial advisor with Equitable Advisors in Irvine, CA, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. He has been with Equitable Advisors since 1999, including its predecessor AXA Advisors, LLC. Outside of his advisory work, Didomenico serves as a board member of Newport Social Group and is an ambassador for the Newport Beach Chamber of Commerce. Equitable Advisors serves a broad 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 through a network of Investment Adviser Representatives and utilizes a variety of third-party program sponsors and advisory models.
Noah B
Series 66
Bala Cynwyd, PA
Equitable Advisors
Noah Breidinger is a financial advisor with Equitable Advisors in Bala Cynwyd, PA. He holds a Series 66 designation and has three years of industry experience. His prior work experience includes roles at Biaggio's Pizzeria, Bear Creek Mountain Resort, and Moravian University. Equitable Advisors serves individual clients ranging from non–high-net-worth to high-net-worth, as well as pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset management services through a network of Investment Adviser Representatives, utilizing both firm-offered programs and third-party asset managers.
Paul M
Series 66
Conshohocken, PA
Equitable Advisors
Paul Markowich is a financial advisor with Equitable Advisors in Conshohocken, PA, holding a Series 66 designation and 22 years of industry experience. His prior experience includes roles at Firstrust Financial Advisors, Axa Advisors, and MSI Financial Services. He serves on the board of the Jewish Business Network, a business networking organization based in Philadelphia. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, charitable organizations, and other institutional clients. The firm delivers advice through a network of Investment Adviser Representatives and offers a range of programs including third-party asset managers and proprietary advisory models.
Ryan J
Series 66
Columbus, OH
Equitable Advisors
Ryan Johnson is a Series 66-registered financial advisor with Equitable Advisors in Columbus, OH, bringing 18 years of industry experience. He previously worked with 4 Real Estate for eight years and was affiliated with AXA Advisors, LLC for twelve years. Outside of his advisory role, he serves as a board member of the Scioto Run Neighborhood Association in Hilliard, OH. Equitable Advisors provides financial planning, retirement consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm employs a range of advisory programs and third-party asset managers to tailor investment solutions for its clients.
Christian J
Series 63, Series 65
Royse City, TX
Equitable Advisors
Christian Jordan is a financial advisor at Equitable Advisors with six years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes positions at Axa Advisors and roles in higher education and nutrition before 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 plan consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes a range of third-party advisory programs and emphasizes matching clients to tailored investment models and discretionary managers.
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