Michael Wilson is a financial advisor with Equitable Advisors in Raleigh, NC, holding Series 63 and Series 65 licenses and having 13 years of industry experience. He has been with Equitable Advisors since 2013, including a prior affiliation with Axa Advisors. Outside of his advisory role, he serves as managing partner of Oakbridge Financial Group, LLC. 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’s offerings include both proprietary programs and third-party asset manager referrals, serving a diverse client base through a network of Investment Adviser Representatives.

Forrest Demetri is a financial advisor at Equitable Advisors in New York, NY, with one year of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley and EisnerAmper. Demetri graduated from Brown University in 2025. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and asset-management programs. The firm delivers services through a network of Investment Adviser Representatives, using a range of investment models and third-party advisory programs.

Mason Morris Frey is a financial advisor with Equitable Advisors in Louisville, KY, holding a Series 66 designation. He began his advisory career in 2026 at Equitable Advisors. Prior to that, his work experience includes roles in various industries such as logistics, technology, and retail. 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 through a network of Investment Adviser Representatives and utilizes a range of third-party asset management programs.

Jeremy Gordon is a financial advisor at Equitable Advisors with five years of industry experience. He holds the Series 66 designation and previously worked as a self-employed advisor and at Hinds Community College. Gordon maintains various outside insurance appointments. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by offering financial planning, retirement plan consulting, and asset-management programs. The firm’s approach involves assessing client risk tolerance and matching clients to program models or discretionary managers, utilizing both proprietary and third-party solutions.

Thomas Sullivan is a financial advisor with Equitable Advisors in Melville, NY, holding a Series 66 designation and 18 years of industry experience. He has been with Equitable Advisors since 2008, previously affiliated with Axa Advisors, LLC until 2020. Outside of advisory work, Sullivan is a political candidate for the New York State 23rd Assembly District in the 2024 election cycle. Equitable Advisors serves individuals, 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 advisory models and investment products.

Brandon Finnegan is a financial advisor with Equitable Advisors, holding a Series 66 designation and possessing two years of industry experience. His prior work includes roles at Northwestern Mutual and UPS, among others. 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 partnerships.

Michelle Direnzo is a financial advisor with Equitable Advisors, holding the Series 66 designation and bringing 15 years of industry experience. She has worked at Equitable Advisors since 2011, including time with its predecessor, Axa Advisors, LLC. Outside of her advisory role, she serves as power of attorney and executor for her husband's financial and estate matters. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension and profit-sharing plans, corporations, charities, and institutional clients. The firm utilizes a variety of advisory models and third-party asset managers to tailor solutions across mutual funds, ETFs, separately managed accounts, and select alternative investments.

Christopher Viteri is a financial advisor with Equitable Advisors in Orlando, FL, holding a Series 66 designation and nine years of industry experience. He has been with Equitable Advisors since 2016 and previously worked with AXA Advisors, LLC and Herbalife. Outside of his advisory role, he is co-owner of Abel To Be Green Financial Services LLC, a business involved with managing business expenses and payroll. Equitable Advisors serves a diverse client base including individuals, 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 investment programs.

Jonathan Grantham is a financial advisor with Equitable Advisors in Flowood, Mississippi, holding a Series 66 license and eight years of industry experience. He has been with Equitable Advisors since 2017 and previously worked at Axa Advisors and in the retail sector at J. Grant Menswear. Outside of his advisory role, he is involved with First Brick, LLC. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm uses a variety of advisory programs and third-party managers, offering a broad range of investment options including mutual funds, ETFs, and alternative investments.

William Metzner is a CFP® professional at Equitable Advisors with eight years of experience in financial advisory roles. His career includes seven years at Stifel Independent Advisors and prior positions at SunTrust Robinson Humphrey and Stifel. Equitable Advisors serves a diverse client base ranging from individual investors to institutional clients, providing financial planning, retirement consulting, and various asset management programs. The firm emphasizes personalized client assessment and uses a combination of proprietary and third-party advisory models for investment management.

Nathan Guldin is a financial advisor with Equitable Advisors, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors in 2025, he worked in various roles including positions at the University of Buffalo and G D Wendt Builders. He is also the owner of Nates Premium Firewood, LLC, a business unrelated to investments. Equitable Advisors serves individuals across a range of wealth levels, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and diverse asset-management programs through a network of Investment Adviser Representatives, with investment solutions that include third-party asset managers and advisory programs.

Debra Patterson is a financial advisor with Equitable Advisors in San Diego, CA, holding Series 63 and Series 65 licenses and 39 years of industry experience. She has been with Equitable Advisors and its predecessor firm Axa Advisors since 1999. Patterson serves as a board member of the Copley-Price Family YMCA and is board member emeritus of the San Diego Humane Society. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm works through a network of Investment Adviser Representatives offering various advisory models, including third-party asset managers and LPL-sponsored programs.

Mark De Bease is a financial advisor with Equitable Advisors in New York, NY, holding Series 63 and Series 65 licenses and having 45 years of industry experience. He has worked at Equitable Advisors since 1999 and previously at Axa Advisors, LLC. His outside activities include employee benefits brokerage, life settlement administration, and serving as an administrator or trustee of estates and trusts. Equitable Advisors serves a broad client base including individuals, retirement plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm uses a combination of proprietary and third-party investment solutions and offers ERISA fiduciary services to qualified plans.

Samantha Trankler is a CFP® and holds a Series 66 license, with two years of experience in financial advising. She is currently with Equitable Advisors and previously worked at Stifel Independent Advisors and KPMG LLP. 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 network of Investment Adviser Representatives and third-party program sponsors.

Cooper Gower is a financial advisor at Equitable Advisors with Series 66 credentials and one year of industry experience. Prior to joining Equitable Advisors, he held various roles including positions at Lowe's and Appalachian State University. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs primarily delivered through a network of Investment Adviser Representatives. The firm utilizes both proprietary and third-party investment solutions, including managed accounts and ERISA fiduciary services for qualified plans.

Barbara Lynn Allison is a financial advisor at Equitable Advisors with 34 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Commonwealth Financial Network and Morgan Stanley. She is also the president and owner of Allison Financial Group, Inc., and serves as a trustee of personal and inherited trusts. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, charitable organizations, and institutional clients. The firm leverages a network of Investment Adviser Representatives and third-party asset managers to deliver customized advisory solutions.

Raul Fuentes Diaz is a financial advisor at Equitable Advisors in Minneapolis, MN, holding a Series 66 designation with one year of industry experience. Prior to joining Equitable Advisors in 2025, he has held roles at various organizations including Integrated Training, LLC, where he is also the owner. Equitable Advisors serves a diverse client base including individual investors, 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 range of third-party asset managers and proprietary advisory programs.

Noah Chaberek is a financial advisor at Equitable Advisors with three years of industry experience. He holds the Series 66 designation and previously worked in marketing and advertising for Builders Price Installations, a general contracting firm. 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 utilizes a range of advisory models and third-party asset managers to deliver personalized investment solutions.

Nathan Moore is a financial advisor at Equitable Advisors with 23 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Equitable Advisors since 2003, including its predecessor entity, Axa Advisors. Outside of his advisory role, Moore serves as a board member for Ashland University’s College of Business and Economics and is president of the Greater Washington DC chapter of the National Association of Insurance and Financial Advisors. He also volunteers as a tournament director for a local baseball event. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, institutions, and organizations. The firm’s approach includes matching clients to advisory program models and third-party managers, offering a range of investment solutions including mutual funds, ETFs, separately managed accounts, and select alternative investments.

Matthew Rizzo is a Series 66-credentialed advisor at Equitable Advisors with 17 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 2008. Outside of his advisory role, he is involved in rental property management. 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 offers a range of advisory models often implemented through third-party asset managers and emphasizes fiduciary services for qualified plans.