William Whitehead is a financial advisor with Equitable Advisors, holding a Series 66 designation and 12 years of industry experience. His prior roles include ten years at Edward Jones and one year at LPL Financial. Outside of advising, he serves as a board member for Whitehead Constructions Magnolia. 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 services involve matching clients to program models or discretionary managers, utilizing third-party advisory programs and a range of investment products including mutual funds, ETFs, separately managed accounts, and select alternative investments.

Walter Davenport is a Series 66-licensed financial advisor with six years of industry experience, currently with Equitable Advisors in New York. His prior experience includes roles at AXA Advisors and Parker-Anderson Enrichment, as well as a period outside the industry. Equitable Advisors serves a broad client base, including individuals and institutional entities, providing financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes various advisory models and third-party sponsors to deliver customized investment solutions.

Ellen Desarno is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. She has worked with Equitable Advisors since 1999, including its predecessor entity AXA Advisors, LLC. Outside of her advisory role, she is involved in various insurance activities and operates under the DBA Diligence Financial Group. 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. The firm utilizes a combination of proprietary and third-party investment models and provides ERISA fiduciary services through credentialed representatives.

Thomas Grlic is a financial advisor at Equitable Advisors with one year of industry experience. He holds the Series 66 designation and has worked in several roles including at J C Broderick & Associates and Columbia University. Outside of finance, he is involved in security services as a licensed NYS security guard and performs computer coding and technical work for a medical practice. 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, utilizing a range of advisory programs and third-party asset managers.

Austin Kelly is a CFP® professional with 20 years of industry experience, currently serving as an advisor at Equitable Advisors since 2006. He previously worked at Milestone Wealth, LLC for one year and at Axa Advisors, LLC for 14 years. Outside of advisory work, he is the sole member of CLB, LLC, an administrative and property management business, and is involved with The BlackOak Group, LLC, which includes activities approved for selling fixed insurance outside the Equitable Network. 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 both proprietary and third-party investment solutions.

Hannah Daubenmire is a financial advisor with Equitable Advisors, holding a Series 66 designation and 11 years of industry experience. She has been with Equitable Advisors and its predecessor firms since 2012. Daubenmire serves as a member of the Associate Board at The City Mission, a homeless shelter in Cleveland, Ohio. 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 utilizes a range of advisory programs and third-party asset managers to tailor investment solutions based on clients’ personal and plan information.

Dean Maragos is a financial advisor with Equitable Advisors in Boca Raton, FL, holding a Series 66 designation and three years of industry experience. Prior to joining Equitable Advisors in 2026, he worked at Edward Jones, Merrill Lynch/BOA, and has additional experience in the automotive and dental industries. Equitable Advisors serves a broad range of clients 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. The firm utilizes third-party programs and discretionary managers to tailor investment strategies across mutual funds, ETFs, separately managed accounts, and select alternative investments.

Richard White is a financial advisor with Equitable Advisors in Houston, TX, holding a Series 66 designation and 26 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Outside of his advisory role, he is a member of the Rotary Club of Katy and serves as executor and trustee for his spouse’s estate. 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 assessing client information and risk tolerance to match clients with program models or discretionary managers, utilizing both proprietary and third-party investment solutions.

Christopher Sullivan is a financial advisor with Equitable Advisors in Birmingham, AL, holding the Series 66 designation and eight years of industry experience. His prior roles include positions at Synovus Bank and Synovus Securities, Inc. Outside of his advisory work, he serves as a sales associate involved in the sales of tax account programs and ancillary insurance products. 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 programs, utilizing both proprietary and third-party advisory solutions delivered through a large network of Investment Adviser Representatives.

Sean Richardson is a financial advisor with Equitable Advisors, holding a Series 66 designation and eight years of industry experience. He has been with Equitable Advisors since 2018, including two years when the firm operated as AXA Advisors. 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, focusing on matching clients to appropriate advisory models or discretionary managers through both proprietary and third-party platforms.

Samuel Marsteller is a financial advisor at Equitable Advisors based in Pittsburgh, PA, with two years of industry experience and a Series 66 designation. Prior to joining Equitable Advisors, he worked in various roles including positions in education and food service. He is also a marching band instructor for the Baldwin Whitehall School District. 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 utilizes a range of advisory models and third-party asset managers to tailor solutions to clients’ risk tolerance and objectives.

Matthew Brymer is a financial advisor with Equitable Advisors in Greenwood Village, CO, holding Series 63 and Series 65 credentials and 11 years of industry experience. He has worked at Equitable Advisors and its predecessor AXA Advisors LLC since 2015. Brymer serves as a board member of the Global Initiative For Talented Students and is an advisory committee member for the Digital Marketing Program at Texas A&M University-Texarkana. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, charitable organizations, and institutional clients. The firm’s client work involves assessing risk tolerance and matching clients to program models or discretionary managers, utilizing both proprietary and third-party investment management programs.

Adam Burke is a financial advisor at Equitable Advisors with Series 63 and Series 65 credentials. He joined the firm in 2026 and has no prior industry experience. His background includes work and study at the University at Buffalo, as well as roles in various service and educational positions. 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’s approach involves assessing client information and risk tolerance to match clients with program models or discretionary managers, utilizing both proprietary and third-party asset management solutions.

Jason Schwartz is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. He has worked with Equitable Advisors since 2006 and previously with Axa Advisors, LLC. Outside of his advisory role, he serves on the board of directors at Engineers Country Club and is president of JRS Partners 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 plan consulting, and various asset management programs, utilizing a mix of firm-offered solutions and third-party advisory platforms.

William Gorsline is a Series 66-credentialed financial advisor with Equitable Advisors, where he has worked since 2012, totaling 14 years with the firm and 13 years of industry experience overall. Prior to Equitable Advisors, he was affiliated with Axa Advisors LLC from 2012 to 2020. Outside of his advisory role, he serves as a council member at St. Isaac Jogues Parish, assisting with community activities such as soup kitchens and prayer groups. 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 through various programs, utilizing third-party asset managers and advisory platforms to deliver tailored investment solutions.

Robert Von Gerds is a financial advisor with Equitable Advisors in Harrison, OH, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 2003. Outside of his advisory work, he is a freelance writer for Cincinnati Magazine and a partner at Triplecrown Wealth Management, 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 offers a range of advisory models implemented through third-party managers and focuses on matching clients to appropriate programs based on risk tolerance and plan information.

Lauren Montante is a financial advisor at Equitable Advisors with Series 63 and Series 66 credentials and four years of industry experience. She has worked at Equitable Advisors since 2015. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and a variety of asset management programs. The firm employs a model-based approach that incorporates third-party asset managers and advisory programs, with offerings spanning mutual funds, ETFs, separately managed accounts, and select alternative investments.

Connor Hampton is a financial advisor with Equitable Advisors in Overland Park, KS, holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked at Equitable Advisors since 2018 and previously at AXA Advisors, LLC. Outside of his advisory role, he serves as vice president and board member of NAIFA Kansas City Wichita Chapter. Equitable Advisors serves individual and institutional clients with financial planning, retirement consulting, and asset-management programs, utilizing a range of advisory models and third-party asset managers to deliver investment solutions.

Jacob Cole is a financial advisor at Equitable Advisors with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Equitable Advisors, he worked in education staffing, moving services, production, and the wine industry. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and asset management programs. The firm utilizes a variety of third-party advisory models and discretionary management programs while offering ERISA fiduciary services to qualified plans through credentialed representatives.

Ethan Anderson is a financial advisor with Equitable Advisors in Onalaska, WI. He holds a Series 66 designation and has two years of industry experience. Prior to his current role, Anderson has been involved with Anderson Financial and has worked as a self-employed basketball trainer. He is also an assistant varsity basketball coach at Onalaska High School. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and nonprofit organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing a combination of proprietary and third-party investment solutions.