Charles Harmon is a financial advisor at Equitable Advisors with a Series 66 designation and no prior industry experience. His work history includes roles at Door Dash, Baillie Lumber, and University of Buffalo among others. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a broad network of advisers and third-party programs.

Reylon Robinson is a financial advisor at Equitable Advisors with a Series 66 designation and two years of industry experience. His prior work includes roles at Morgan Stanley and Wells Fargo. Equitable Advisors serves a range of clients 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 managers.

Jaclyn Deem is a Series 66-licensed financial advisor with Equitable Advisors, based in Taylorville, IL. She has 17 years of industry experience and has been with Equitable Advisors and its predecessor, Axa Advisors, for over 15 years. Equitable Advisors serves a broad range of clients, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs. The firm uses a variety of advisory models and third-party asset managers to tailor investment solutions without sponsoring its own wrap fee program.

Thomas Schreiber 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 2006, including its predecessor firm AXA Advisors, LLC. Outside of his advisory work, he is involved in operating Wauban Farm with his family and serves as an assistant girls’ track coach at Frontier Regional School. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, corporations, pension plans, and charitable organizations. The firm offers a variety of advisory models and investment options, utilizing both proprietary and third-party programs to serve a diverse client base.

Edmund Bosse is a financial advisor at Equitable Advisors with 40 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms, including Metropolitan Life Insurance Company and Mass Mutual Investors Services. Equitable Advisors serves a broad client base, including individual, pension, corporate, and nonprofit clients, providing financial planning, retirement plan consulting, and asset-management programs. The firm uses a range of advisory models implemented through third-party managers and LPL-sponsored programs, offering diverse investment options and ERISA fiduciary services.

Luciano Marciano is a financial advisor at Equitable Advisors with 30 years of industry experience. He holds the Series 63 and Series 65 designations. His prior work includes roles at Prospect Financial Services, LPL Financial, Maxim Financial Advisors, and Maxim Group LLC. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients, offering financial planning, retirement plan consulting, and various asset-management programs. The firm uses a network of Investment Adviser Representatives and relies on third-party asset managers and advisory programs to deliver tailored investment solutions.

Anthony Dolisi II is a financial advisor with Equitable Advisors in Melville, NY, holding Series 63 and Series 66 licenses and having 11 years of industry experience. He has worked at Equitable Advisors since 2015 and previously was affiliated with Axa Advisors, 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 asset-management programs. The firm utilizes a network of Investment Adviser Representatives and incorporates third-party asset managers and LPL-sponsored advisory programs in its offerings.

Steven Junge is a financial advisor at Equitable Advisors with 26 years of industry experience. He holds the ChFC®, Series 65, and Series 66 designations. His career includes long tenures at Equitable Distributors and Axa Distributors. Outside of his advisory role, he serves as Power of Attorney and Executor for his mother. Equitable Advisors serves a wide range of clients 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 both proprietary and third-party advisory models and emphasizing fiduciary services for qualified plans.

Andrew Gordon is a financial advisor with Equitable Advisors, holding a Series 66 designation and beginning his advisory career in 2026. His background includes roles in education, nonprofit organizations, and various companies such as DoorDash Inc. and Preply. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and diverse asset-management programs through a network of Investment Adviser Representatives.

Herbert Goodrich is a financial advisor with Equitable Advisors in Los Angeles, CA, holding Series 63 and Series 65 licenses and over 31 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Outside of his advisory role, he serves as a volunteer campaign committee member at St. Matthew Antiochian Orthodox Church. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individual, corporate, and institutional clients through a network of Investment Adviser Representatives. The firm leverages a variety of third-party advisory programs and offers ERISA fiduciary services to qualified plans.

Michael Berz is a financial advisor with Equitable Advisors in New York, NY, holding Series 63 and Series 65 licenses and possessing 17 years of industry experience. He has been with Equitable Advisors since 2008, including its predecessor AXA Advisors. Equitable Advisors serves a broad client base that includes individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party asset managers.

Michael Odzer is a financial advisor with Equitable Advisors in Ft. Lauderdale, FL. He holds a Series 66 designation and has one year of industry experience. Prior to joining Equitable Advisors, he worked at NYLIFE Securities LLC and Coastal Wealth. Outside of his advisory career, he has been involved with Hover Brothers LLC for five years. 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 uses a variety of third-party advisory models and programs, offering services that include mutual funds, ETFs, separately managed accounts, and select alternative investments.

Michael Tomko is a financial advisor at Equitable Advisors with 10 years of industry experience. He holds Series 63 and Series 66 designations. Before joining Equitable Advisors in 2021, he worked at National Securities Corp from 2014 to 2020. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and various asset-management programs. The firm uses a range of advisory models and third-party asset managers to deliver tailored investment solutions.

Matthew Di Simone is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he held various roles in the hospitality sector and has work experience in education. Equitable Advisors serves individual and institutional clients with financial planning, retirement plan consulting, and asset-management programs, utilizing a network of Investment Adviser Representatives and third-party asset managers to deliver customized investment solutions.

Colin Powers is a financial advisor with Equitable Advisors in Oak Brook, IL, holding Series 63 and Series 65 licenses and having one year of industry experience. His work history includes roles at Advantage Solutions, Northwestern Mutual, and HR Block. Outside of finance, he serves as a director for the Yorkville Education Foundation and works as a tax preparer and bartender in community roles. Equitable Advisors provides financial planning, retirement consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm’s approach involves assessing client risk tolerance and matching them to advisory models or discretionary managers, offering a range of mutual funds, ETFs, managed accounts, and fiduciary services.

Kavita Dave is a financial advisor at Equitable Advisors with nine years of industry experience. She holds Series 63 and Series 65 licenses and has been with Equitable Advisors since 2017, including a previous role at Axa Advisors. 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 advisory models, often utilizing third-party asset managers and programs, and offers ERISA fiduciary services to qualified plans.

Keith Schoch is a financial advisor with Equitable Advisors in Morristown, NJ. He holds Series 65 and Series 66 licenses and has 20 years of industry experience, including 15 years with Axa Advisors, LLC. Schoch has been with Equitable Advisors since 2005. 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 delivered through a network of Investment Adviser Representatives and third-party asset managers.

Joseph Girardin is a financial advisor at Equitable Advisors with 22 years of industry experience. He holds the Series 66 designation and has previously worked at UBS Financial Services Inc and Axa Advisors, LLC. Outside of his advisory role, he serves as a trustee of his parents' trust. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to a diverse client base that includes individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of advisory models delivered through in-house and third-party managers, focusing on personalized client assessments and matching to appropriate investment programs.

Jared Surber is a financial advisor with Equitable Advisors and holds the Series 66 designation. He has one year of industry experience, including roles at the National Federation of Independent Business and Blue Ridge Beverage Company. 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 asset-management programs through Investment Adviser Representatives. The firm utilizes third-party asset managers and advisory programs, offering various investment options such as mutual funds, ETFs, and select alternative investments.

Onelio Fernandez is a financial advisor with Equitable Advisors in Miami, FL, holding a Series 66 designation and 21 years of industry experience. He has been with Equitable Advisors since 2005 and was previously affiliated with Axa Advisors, LLC, from 2005 to 2020. 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 combination of in-house and third-party advisory models and providing ERISA fiduciary services through credentialed advisors.