Raymond Jacobs is a financial advisor with Equitable Advisors, holding a Series 66 designation and two years of industry experience. Prior to joining Equitable Advisors, he worked at Florida Atlantic University and Gunther Volkswagen of Coconut Creek. Equitable Advisors serves individuals across various wealth levels, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and relies on third-party asset managers and LPL-sponsored advisory programs for many of its solutions.

Ryan Mickendrow is a financial advisor with Equitable Advisors in Woodbridge, NJ, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Equitable Advisors and its predecessor, AxA Advisors, since 2005. Outside of his advisory role, Mickendrow volunteers as a youth football coach for Pop Warner. Equitable Advisors serves a broad 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. The firm relies on third-party asset managers and advisory programs to implement customized investment solutions without sponsoring its own wrap fee program.

Michael Schmoldt is a financial advisor with Equitable Advisors in New York, NY, holding Series 63 and Series 66 licenses and eight years of industry experience. His career includes roles at Mass Mutual Investors Services and Mass Mutual Life Insurance Company, as well as NYLife Securities and New York Life Insurance. Outside of his advisory work, he serves as an independent agent for fixed insurance and acts as an executor of an estate. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of third-party asset managers and advisory programs to deliver customized investment solutions across mutual funds, ETFs, separately managed accounts, and select alternative investments.

Brad Dickman is a financial advisor with Equitable Advisors based in Worthington, Ohio. He holds a Series 66 designation and has 20 years of industry experience, all with Equitable Advisors and its predecessor, Axa Advisors. His other business activities include outside insurance appointments. Equitable Advisors serves individual clients across a wide wealth spectrum, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. 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.

Terran Kidner is a financial advisor with Equitable Advisors in Chattanooga, TN, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Edward Jones and Dillon George. He is also involved as a registered sales assistant at Dillon George, supporting financial operations and sales. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients with financial planning, retirement plan consulting, and asset-management programs delivered through a network of Investment Adviser Representatives and third-party managers.

Nicholas Litton is a financial advisor with Equitable Advisors in Troy, MI, holding Series 63 and Series 65 credentials and eight years of industry experience. He has worked at Equitable Advisors since 2018 and previously held roles at AXA Advisors, Gale A Cengage Company, J. Crew, and Michigan State University. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients, providing financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm offers a range of advisory models implemented by third-party managers and does not sponsor its own wrap fee program, relying instead on affiliated and third-party solutions.

Scott Allen Jr. is a financial advisor at Equitable Advisors with one year of industry experience. He holds a Series 66 designation and has prior work experience including roles at Rowan University and the Borough of Surf City. Equitable Advisors serves a diverse client base that includes individuals, pension plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs, using a range of advisory models and third-party asset managers.

Matthew Derasmo is a financial advisor with Equitable Advisors in New York, NY, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at AXA Advisors LLC, Xceleration, First Empire Securities, and Centerport Yacht Club. 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. The firm’s advisory approach combines client risk assessment with access to various third-party asset managers and proprietary tools, offering a range of investment options including mutual funds, ETFs, and select alternative investments.

Jonathan Biagioli is a financial advisor with Equitable Advisors in Wall, NJ, holding a Series 66 credential and beginning his advisory career in 2026. Prior to joining Equitable Advisors, he held various roles in retail and service industries, including positions at Baccarat Flagship Boutique and Warby Parker. 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 implemented through third-party managers and its network of Investment Adviser Representatives.

Connor Carbary is a financial advisor at Equitable Advisors in Troy, MI, with eight years of industry experience. He holds a Series 66 designation and has been with Equitable Advisors since 2018, including two years when the firm operated as Axa Advisors. Outside of his advisory work, he manages Extravagante Valet, a valet service he has been involved with since 2015. Equitable Advisors serves a broad 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 representatives and third-party managers, providing a variety of investment options and ERISA fiduciary services for qualified plans.

David Barth is a Series 66-licensed financial advisor with 24 years of industry experience. He has worked at Equitable Advisors since 2016, previously holding roles at AXA Advisors, Rehmann Wealth, Dawson Wealth Management, and Cetera Advisors. Barth serves on the board of directors for The Upside of Downs of Northeast Ohio and is a partner in Lakeside Holdings 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’s approach involves personalized risk assessment and matching clients to advisory programs or managers, utilizing both proprietary and third-party investment solutions.

Brendan Anderson is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, his work history includes positions at Westinghouse Electric Company, Miami University, and the Mt Lebanon School District. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset management programs, utilizing a range of third-party advisory models and investment products.

Daniel Shearer is a financial advisor with Equitable Advisors, holding a Series 66 designation and 24 years of industry experience. He has worked at Equitable Advisors since 2005 and was previously with Axa Advisors, LLC for 15 years. Outside of his advisory role, he is involved with Zenith Marketing, focusing on Medicare supplements. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm provides financial planning, retirement plan consulting, and a variety of asset-management programs through a network of Investment Adviser Representatives and third-party program sponsors.

Susan Galati is a financial advisor with Equitable Advisors in Baldwin, NY, holding Series 63 and Series 65 licenses with 41 years of industry experience. She has been with Equitable Advisors since 1999, including its predecessor Axa Advisors. Outside of advising, she has engaged in tax preparation and college financial aid form submission for Oxford Health. Equitable Advisors serves a broad 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 uses both proprietary and third-party advisory models and provides ERISA fiduciary services, with a focus on matching clients to program models based on risk tolerance and personal information.

Lloyd Mcclean is a financial advisor with Equitable Advisors in Stamford, CT, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked at Equitable Advisors since 2012 and formerly was associated with AXA Advisors, LLC. Outside of financial advising, he is president of Moses McClean Productions, LLC, a music services company. 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 variety of advisory models and third-party asset managers.

Anthony Villari is a financial advisor with Equitable Advisors, holding the ChFC® designation and Series 63 and Series 65 licenses. He has 36 years of industry experience, including ten years at Karr Barth Financial Planning and over two decades with Equitable Advisors and AXA Advisors. Outside his advisory work, he serves as an administrator or executor of estates and trusts for family and non-family members. 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 programs through investment adviser representatives, utilizing a combination of third-party asset managers and proprietary offerings.

Sarah Miller is a CFP® and holds a Series 66 license with 13 years of industry experience. She has been with Equitable Advisors since 2013 and previously worked at AXA Advisors, LLC. Miller serves as the Social Media Chair for the Jacksonville chapter of the National Association of Divorce Professionals and acts as a scribe for collaborative divorce cases. 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 uses a variety of advisory models implemented through third-party managers and offers a range of investment options including mutual funds, ETFs, and select alternative investments.

Jeffrey Tabman is a CFP® with 32 years of industry experience, currently serving at Equitable Advisors since 2001. Prior to the firm’s rebranding, he worked with AXA Advisors, LLC for 19 years. He is also an instructor at Hofstra University, where he teaches CFP courses and insurance continuing education. Equitable Advisors provides financial planning, retirement consulting, and asset management services to individuals, institutions, and charitable organizations. The firm utilizes a range of investment programs, including third-party asset managers and LPL-sponsored advisory services, emphasizing tailored client solutions through various model portfolios and fiduciary services.

Charles Dinklage is a financial advisor with Equitable Advisors in Burlington, VT, holding Series 63, 65, and 66 licenses and 30 years of industry experience. He has been with Equitable Advisors since 1995 and previously worked with AXA Advisors, LLC for 25 years. Outside of his advisory role, he serves as power of attorney for both his parents. Equitable Advisors provides financial planning, retirement consulting, and asset management services to individual and institutional clients. The firm utilizes a range of third-party and proprietary advisory programs and offers ERISA fiduciary services through credentialed representatives.

Stephen Killelea is a financial advisor with Equitable Advisors in Ottawa, IL, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked with AXA Advisors during overlapping years. Outside of his advisory role, he volunteers at Marquette High School, assisting with fundraising activities. 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, utilizing third-party advisory models and fiduciary services without sponsoring its own wrap fee program.