John Vita III is a financial advisor with Equitable Advisors in Poughkeepsie, NY, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, LLC, since 1999. Outside of his advisory role, he serves as executor of a trust for his parents. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm’s approach includes matching clients to advisory models or discretionary managers, utilizing both third-party and proprietary resources to deliver its services.

Bray Friar is a financial advisor with Equitable Advisors in Greenville, SC, holding Series 63 and Series 65 licenses and 10 years of industry experience. He has worked at Equitable Advisors since 2016 and was previously with AXA Advisors. Outside of his advisory role, he is involved as a sales associate with Realty Benefit Services, focusing on tax account programs. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm utilizes a range of advisory models, many implemented through third-party managers, and provides ERISA fiduciary services through credentialed representatives.

Michael Dooher is a financial advisor with Equitable Advisors in Walnut Creek, CA, holding a Series 66 designation and 17 years of industry experience. He has been with Equitable Advisors since 2009 and previously worked at Axa Advisors, LLC. He is also an administrator of a personal trust. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients, offering financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm emphasizes matching clients to program models or discretionary managers using third-party asset managers and advisory platforms.

Stuart Poplin is a financial advisor with Equitable Advisors in Jacksonville, FL, holding a Series 66 designation and having one year of industry experience. Prior to joining Equitable Advisors, he worked at HD Supply and Fanatics Inc. 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 services through a network of Investment Adviser Representatives and utilizes third-party program sponsors and discretionary managers for many of its advisory models.

Erik Carlson is a financial advisor with Equitable Advisors in Folsom, CA, holding a Series 66 designation and 26 years of industry experience. He has worked at Equitable Advisors and its predecessor, Axa Advisors, since 2000. Outside of his advisory role, he is involved in motivational speaking, training, and entertainment through his own business, CarlsonLive.com, and also buys and sells baseball cards on eBay. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs. The firm’s approach includes matching clients to advisory models or discretionary managers, often through third-party platforms, and offers a range of investment options from mutual funds to select alternative investments.

Jonathan Zollo is a financial advisor with Equitable Advisors in Tampa, FL, holding a Series 66 designation and bringing 30 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, LLC, since 1999. Outside the industry, Zollo teaches music at Tarpon Springs High School and serves as treasurer of the Leadership Conservatory Foundation, a nonprofit organization. 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 variety of advisory programs and third-party asset managers to tailor investment solutions for its clients.

Christopher Kwon is a financial advisor with Equitable Advisors in Devon, PA, holding Series 63 and Series 65 licenses and having 18 years of industry experience. He has worked at Equitable Advisors since 2016 and previously worked at Axa Advisors, LLC and MSI Financial Services, Inc. Kwon also conducts business using external platforms linked to his professional activities. Equitable Advisors provides financial planning, retirement consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm uses a variety of advisory models, including third-party asset managers and LPL-sponsored programs, and offers ERISA fiduciary services through credentialed representatives.

Dante Docchio is a financial advisor with Equitable Advisors in Pittsburgh, PA. He holds the Series 66 designation and began his career in the industry in 2026. Prior to his current role, he has work experience with SSB Bank and completed an internship at Osaic Wealth/Service Wealth. Outside of finance, he is involved with McDowell's Inn. Equitable Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm employs a model-based approach that incorporates third-party asset managers and advisory programs while providing ERISA fiduciary services to qualified plans.

Stephen Hildebrandt is a financial advisor with Equitable Advisors, holding a Series 66 designation and six years of industry experience. His previous work includes roles at AIG and GM Advisory Group, as well as employment at Penn State University. He also maintains an outside health insurance appointment with United Healthcare Oxford. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management through various advisory and third-party programs.

Martin Piva is a financial advisor with Equitable Advisors, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at Axa Advisors and the Ibero American Action League, Inc. He has experience outside finance in remodeling and HVAC. Equitable Advisors serves a broad client base, including individuals, institutions, and charitable organizations, offering financial planning, retirement consulting, and asset management through various advisory programs and third-party managers.

Daniel Silfer is a financial advisor at Equitable Advisors with one year of industry experience. He holds a Series 66 designation. Prior to joining Equitable Advisors, he worked at the Office of the Comptroller of The Currency and held various roles in education. Equitable Advisors serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a range of advisory models implemented through third-party sponsors and focuses on matching clients to appropriate investment programs based on risk tolerance and personal information.

Stephen Powell is a financial advisor with Equitable Advisors in Norfolk, VA, holding the ChFC® designation and Series 63 and 65 licenses. He has 34 years of industry experience, including prior roles at AXA Advisors and Mony Securities Corporation. Powell has served as past chair of Catholic Charities of Eastern Virginia, overseeing the foundation and managing various organizational responsibilities. Equitable Advisors serves individual clients across a range of wealth levels, as well as pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives using both proprietary and third-party advisory programs.

Addie Ng is a financial advisor with Equitable Advisors in Maple Grove, MN, holding Series 63 and Series 65 licenses and having 45 years of industry experience. She has been with Equitable Advisors since 1999, including the period when it operated as Axa Advisors. Outside of her advisory role, she owns Source One Insurance Agency, which sells property and casualty insurance, and provides accounting services through Addie H. Ng & Associates. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations by offering financial planning, retirement consulting, and asset management programs. The firm delivers its services through a network of Investment Adviser Representatives, utilizing both proprietary and third-party advisory models and providing fiduciary services to qualified plans.

Patrick Lane is a Series 66-credentialed advisor with Equitable Advisors, bringing five years of industry experience. His background includes roles at KPMG LLP and Stout Risius Ross, LLC, as well as academic positions at Michigan State University’s Broad College of Business. He serves as an administrator or executor of estates and trustee of trusts for family and non-family members. Equitable Advisors provides financial planning, retirement consulting, and asset management services to individual and institutional clients, employing a range of third-party and proprietary advisory programs tailored to client risk profiles and objectives.

Jaclyn Taylor is a Series 66 licensed advisor at Equitable Advisors with one year of industry experience. Prior to joining Equitable Advisors, she worked with Rover and spent three years with the Austin Independent School District. Equitable Advisors serves individual clients, 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.

Andrew Kaelin is a financial advisor with Equitable Advisors, holding a Series 66 designation and six years of industry experience. He has worked at Equitable Advisors since 2020 and has a background that includes roles in sports media relations and logistics. 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 services delivered through a network of Investment Adviser Representatives, utilizing both proprietary and third-party advisory programs.

Kristine Long is a financial advisor with Equitable Advisors in Rochester, NY, holding a Series 66 designation and six years of industry experience. She has been with Equitable Advisors since 2014, including through its prior iterations as AxA Advisors and Axa Equitable. 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 using a variety of third-party and proprietary investment solutions.

Patricia Carrera is a financial advisor with Equitable Advisors in Westport, CT, holding a Series 66 designation and 18 years of industry experience. She has worked with Equitable Advisors since 2008 and was previously affiliated with AXA Advisors, LLC. Outside of her advisory role, she serves as the executor of her deceased father's estate in Westchester County, NY. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, charitable organizations, and institutional clients. The firm utilizes a variety of proprietary and third-party programs, including discretionary management options and ERISA fiduciary services, to tailor solutions across mutual funds, ETFs, separately managed accounts, and selected alternative investments.

William Mears is a financial advisor with Equitable Advisors in Fredericksburg, VA, holding a Series 66 designation and 11 years of industry experience. He has been with Equitable Advisors since 2015 and previously worked at Axa Advisors, LLC. He maintains a client resource website approved by Equitable. 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’s approach involves assessing client information and risk tolerance to match clients with program models or discretionary managers, utilizing both proprietary and third-party solutions.

Shaun Egan is a financial advisor at Equitable Advisors with 18 years of industry experience. He holds the Series 66 designation and has been with Equitable Advisors and its predecessor AXA Advisors since 2007. He is a member of the Knights of Columbus in Hicksville, NY. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by offering financial planning, retirement plan consulting, and a range of asset-management programs delivered through its network of Investment Adviser Representatives. The firm utilizes third-party asset managers and advisory programs and provides ERISA fiduciary services to qualified plans.