Gabriel Garcia La Placa is a financial advisor at Equitable Advisors with Series 63 and Series 66 credentials and two years of industry experience. His work history includes roles at Intellect.us and LaPlaca Insurance, as well as work while attending The Pennsylvania State University. Outside of finance, he has worked as a delivery driver for DoorDash. Equitable Advisors serves a diverse client base, including individuals across wealth levels, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party advisory solutions.

Gregory Mosick is a financial advisor with Equitable Advisors in Melville, NY, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. He has worked at Equitable Advisors since 2011 and previously was with Axa Advisors, LLC and Signator Investors, Inc. Mosick is also involved in outside insurance activities. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.

Thomas Klupchak Jr. is a Series 66 licensed financial advisor with Equitable Advisors, based in Oak Brook, IL. He has one year of industry experience, including roles at Temperature Equipment Corporation and involvement with Infant Jesus of Prague. 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 through a network of Investment Adviser Representatives. The firm utilizes third-party asset managers and LPL-sponsored advisory programs, offering a range of investment options and ERISA fiduciary services.

Christian Melendez Carpintero is a financial advisor with Equitable Advisors based in Pittsburgh, PA. He holds a Series 66 designation and has been with Equitable Advisors since 2026. His prior work experience includes roles at Gnc, Fennel Brothers, Geodis, Syncreon, Laroche, and Aroogas. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm utilizes a range of advisory models implemented by third-party managers and offers ERISA fiduciary services to qualified plans.

Garnet Wahlund is a financial advisor at Equitable Advisors with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Equitable Advisors since 2010, following previous roles at Axa Advisors and Concourse Financial Group Securities. Outside of advisory services, he maintains appointments with several insurance carriers offering life, long-term care, and disability insurance products. Equitable Advisors serves a diverse client base that includes 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 and utilizes a range of third-party asset managers and proprietary tools.

Jose Salgado is a financial advisor with Equitable Advisors in Houston, TX, holding a Series 66 designation and four years of industry experience. Prior to his current role, he was associated with Molly Ward and Tate Lowe and has experience with organizations including Yes Prep and MEMCO. 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 and relies on third-party asset managers and advisory programs for investment implementation.

Matthew Patrick is a financial advisor at Equitable Advisors with Series 66 credentials and one year of industry experience. His prior work includes roles at NYLife Securities LLC and Equitable Advisors, as well as experience in education and logistics. 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 through a network of Investment Adviser Representatives and third-party program sponsors.

Hunter Darrer is a financial advisor with Equitable Advisors, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he worked in various roles including positions at the Cape Club of Sharon and several food service businesses. 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 range of advisory models, often implemented through third-party managers, and offers ERISA fiduciary services via credentialed IARs.

Kevin Shiltz is a financial advisor with Equitable Advisors in Rochester, NY, holding a Series 66 designation and 19 years of industry experience. He has been with Equitable Advisors since 2007, including during its prior association as Axa Advisors, LLC. Outside of his advisory role, Shiltz serves as executor and power of attorney for his wife. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and nonprofits. The firm utilizes a variety of advisory programs and third-party asset managers to tailor solutions based on client risk profiles and goals.

Daniel Murdock is a CFP® professional with 41 years of industry experience, currently serving at Equitable Advisors since 1996. He previously worked with Axa Advisors, LLC, from 1996 to 2020. Outside of his advisory role, Murdock is a senior executive coach providing training and development to executives and teams. 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 asset-management programs through a network of Investment Adviser Representatives and third-party managers.

Jutta Kaiser is a financial advisor with Equitable Advisors, holding Series 65 and Series 66 licenses and bringing 26 years of industry experience. She has worked at Equitable Advisors since 2001, including time when the firm operated as AXA Advisors, LLC. Equitable Advisors serves a diverse client base that includes individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and a range of asset-management programs delivered through its network of Investment Adviser Representatives and third-party asset managers.

Rendong Wu is a financial advisor at Equitable Advisors with one year of industry experience. Prior to joining Equitable Advisors in 2025, he worked for nine years at China International Engineering Consulting Corporation. He holds the Series 66 designation. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients, providing financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives and third-party asset managers.

Wesley Beulah is a financial advisor with Equitable Advisors in Charlotte, NC, holding a Series 66 credential and four years of industry experience. Prior to joining Equitable Advisors, he worked at RKW Residential and Hawthorne Residential. Outside of his advisory role, he is involved in managing Hippo Investments, a property rental company. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset-management services through a network of investment adviser representatives. The firm utilizes a variety of third-party advisory programs and offers ERISA fiduciary services for qualified plans.

Payton Miller is a financial advisor at Equitable Advisors with six years of industry experience. He holds the Series 66 designation and has a varied work history including roles in collegiate athletics and sports media. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm employs a range of advisory models delivered through its network of representatives, utilizing both proprietary and third-party asset management programs.

Donald Kent is a financial advisor with Equitable Advisors in Oak Brook, IL, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Equitable Advisors since 2017 and previously worked with Axa Advisors. Outside of his advisory role, he owns and operates Tall Corn Alpacas, LLC, a farm business involved in raising animals for fleece production. Equitable Advisors serves individual clients across wealth levels, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm emphasizes risk assessment and client-specific program matching, utilizing both third-party asset managers and proprietary advisory models.

Joseph Berst is a financial advisor with Equitable Advisors in Williamsville, NY, holding a Series 66 designation and six years of industry experience. Prior to joining Equitable Advisors in 2020, he served in the United States Army from 2016 to 2019. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm offers advisory programs primarily through third-party managers and focuses on matching clients to investment models based on their risk tolerance and personal information.

Tristan Manca is a financial advisor with Equitable Advisors holding a Series 66 designation. He has been with the firm since 2026 and has no prior industry experience. His background includes various roles outside finance, such as positions in education and local businesses. 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 programs through a network of Investment Adviser Representatives, utilizing third-party asset managers and endorsed advisory programs.

Gerard Cala is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked at Equitable Advisors since 2016 and previously spent four years with Axa Advisors, Llc. 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 various asset-management programs. The firm’s advisory approach involves assessing client risk tolerance and matching clients to program models or discretionary managers, utilizing both proprietary and third-party investment solutions.

John Fleming is a financial advisor with Equitable Advisors in Dallas, TX, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at Axa Advisors, Hilltop Securities Independent Network, and Peachtree Club. He has also worked at Southern Methodist University and was involved with Blue Goblin Inc. Equitable Advisors serves individuals across wealth levels, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs. The firm’s approach involves assessing client information and risk tolerance to match clients with advisory models or discretionary managers, often utilizing third-party asset managers and LPL-sponsored programs.

Marc Thal is a financial advisor with Equitable Advisors in Bala Cynwyd, PA, holding Series 63 and Series 65 licenses and bringing 50 years of industry experience. He has been with Equitable Advisors since 1999, following his tenure at Axa Advisors, LLC. 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 various asset-management programs through a network of Investment Adviser Representatives and third-party managers.