Floyd Ewing Jr. is a financial advisor at Equitable Advisors with 51 years of industry experience. He holds Series 63 and Series 65 designations and has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Outside of his advisory role, he is involved in an insurance-related business activity. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes a network of Investment Adviser Representatives and offers a range of advisory models through proprietary and third-party platforms.

Steven Zelin is a financial advisor with Equitable Advisors in New York, NY, holding Series 63 and Series 66 licenses and with 15 years of industry experience. He previously worked at AXA Advisors, LLC and H.D. Vest Financial Services and is also a CPA with his own accounting firm, Zelin and Associates, CPA LLC. In addition to his advisory and accounting work, he owns a business called Toothy Beats and is involved in photography through Art Zelin Photography. 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 leverages a network of Investment Adviser Representatives and third-party asset managers to deliver tailored investment solutions without sponsoring its own wrap fee program.

Matheus Carvalho Leme Cavallari is a financial advisor with Equitable Advisors, holding a Series 66 designation and two years of industry experience. Prior to joining Equitable Advisors in 2024, he worked for the World Bank Group from 2016 to 2021. Equitable Advisors serves individual clients across wealth levels, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and various asset management programs through a network of Investment Adviser Representatives. The firm implements advisory models primarily through third-party managers and provides ERISA fiduciary services to qualified plans.

Spiro Valasakos is a financial advisor with Equitable Advisors in Scottsdale, AZ, holding Series 63 and Series 65 credentials and five years of industry experience. His prior work includes roles at Costco Wholesale and Athens Services, as well as a five-year period at Azusa Pacific University. Outside of his advisory work, he is also a sales associate with Realty Benefit Services. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to a wide range of clients, including individuals, pension plans, corporations, and nonprofit organizations. The firm utilizes a network of Investment Adviser Representatives and third-party asset managers to deliver tailored investment solutions without sponsoring its own wrap fee program.

Jonathan Wardenburg is a financial advisor with Equitable Advisors in Salt Lake City, UT. He holds Series 65 and Series 66 licenses and has 12 years of industry experience. Prior to joining Equitable Advisors in 2023, he worked at several firms including Crump Life Insurance Services, Farmers Insurance Company, and Allstate Insurance Company. Outside of his advisory role, he is an owner and partner of JS Drinks LLC. 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 offers a range of advisory models implemented through third-party asset managers and LPL-sponsored programs, with services covering mutual funds, ETFs, separately managed accounts, and select alternative investments.

Angela Aruanna is a Series 66-licensed financial advisor with Equitable Advisors, based in Malta, NY, and has three years of industry experience. Prior to joining Equitable Advisors in 2023, her work history includes roles at the University at Albany and Small Enterprise Assistance Funds. 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 through a network of Investment Adviser Representatives and utilizes third-party asset managers and advisory programs to implement client solutions.

Jordan Ciaramitaro is a financial advisor with Equitable Advisors in Troy, MI, holding a Series 66 designation and 17 years of industry experience. He has been with Equitable Advisors since 2009, following a tenure at Axa Advisors, LLC, and also serves in a health insurance advisory role at Cornerstone Benefit Plans, Inc. outside of his primary advisory work. 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. The firm utilizes a range of advisory programs, often delivered through third-party managers, and offers ERISA fiduciary services to qualified plans.

Kyle Anderson is a financial advisor with Equitable Advisors in Martinsburg, WV, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he spent ten years at Battery Mart of Winchester, Inc. 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 a range of proprietary and third-party advisory models and investment products.

Kyle Schiffler is a Series 66-licensed financial advisor with Equitable Advisors in Minneapolis, MN, where he has worked since 2001. He has 24 years of industry experience and previously worked with Axa Advisors, LLC for 19 years. Outside of his advisory role, he serves as Chief Manager of Canopy Financial Group, 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 combination of proprietary and third-party advisory models, delivering services through a network of Investment Adviser Representatives.

Adam Lulow is a Series 66-licensed financial advisor with Equitable Advisors in Concord, Ohio, where he has worked since 2007. He has 19 years of industry experience and previously worked with AXA Advisors, LLC. Outside of his advisory role, he serves as a board trustee and mentor for Leadership Lake County. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, institutions, and charitable organizations. The firm utilizes a range of advisory programs and third-party managers to tailor investment solutions based on client risk tolerance and personal or plan information.

Cody Williams is a financial advisor with Equitable Advisors in Williamsville, NY, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 2009. Williams serves as a board member for the Orchard Park Academy of Finance. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, charitable organizations, and institutional clients. The firm uses a range of advisory programs and third-party asset managers, focusing on client risk assessment and personalized investment solutions.

Mahsa Pour Lotfi is a financial advisor with Equitable Advisors in Tarzana, CA, holding Series 63 and Series 66 licenses and five years of industry experience. Her prior work includes roles at Wells Fargo Bank NA and Stifel Independent Advisors, LLC. Outside of finance, she is involved in real estate as a licensed realtor and owns an online retail website, as well as authoring a book available on Amazon. 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 through a network of Investment Adviser Representatives, utilizing a mix of proprietary and third-party investment solutions.

Stephen Ashe is a financial advisor with Equitable Advisors, holding a Series 66 designation and 25 years of industry experience. He has been with Equitable Advisors since 2001, including its predecessor Axa Advisors. Outside of his advisory work, Ashe is involved as a member or partner in several non-investment business entities. Equitable Advisors serves individual and institutional clients, 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 advisory programs and offers a range of investment solutions including mutual funds, ETFs, separately managed accounts, and select alternative investments.

Nathan Skuratovich is a financial advisor with Equitable Advisors, holding a Series 66 designation and six years of industry experience. His career includes roles at Cintas and Northwood University, and he has a long-term association with Meadowbrook Country Club. Equitable Advisors serves a broad client base, including individuals, pension and profit-sharing 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.

Eric Chang is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 designations and 27 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC for 23 years before joining Equitable Advisors. Outside of his advisory role, he owns CJ Capital Insurance & Financial Services, Inc., which sells fixed life, health, disability, and medical insurance products. Equitable Advisors serves a range of clients 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 advisers, utilizing third-party asset managers and LPL-sponsored advisory solutions.

Allison Burch is a Series 66-licensed financial advisor with Equitable Advisors, based in New York, NY, and has 21 years of industry experience. She has worked at Equitable Advisors since 2013 and was previously with Axa Advisors, LLC from 2013 to 2020. Outside of her advisory work, she is involved with Idrissi & Burch LLC, a business engaged in website design and retail research. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs. The firm’s approach focuses on assessing clients’ risk tolerance and matching them with appropriate program models or discretionary managers, often utilizing third-party asset managers and advisory platforms.

William Alston III is a financial advisor with Equitable Advisors in New York, NY, holding the Series 66 designation. He joined the firm in 2026 and has no prior experience in the financial advisory industry. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset management programs through a large network of Investment Adviser Representatives. The firm emphasizes matching clients with program models or discretionary managers and offers access to a range of investment products from mutual funds to alternative investments.

Christopher Warenkiewicz is a financial advisor with Equitable Advisors, 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 BNI Manalapan NJ networking group and is involved with Savoy-Health. 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 client risk assessment and matching to program models or discretionary managers, with services delivered through a network of Investment Adviser Representatives and a variety of third-party asset management programs.

Nicole Koehler is a Series 66-licensed financial advisor at Equitable Advisors with two years of industry experience. She has previously worked in public education and fitness management and serves as a Logistics Officer in the U.S. Army. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, institutional clients, and charitable organizations. The firm utilizes a range of advisory programs and third-party asset managers to match clients with tailored investment solutions.

Sarah Burnap is a Series 66-registered financial advisor with Equitable Advisors in Hatfield, MA, with 11 years of industry experience. She has worked at Equitable Advisors since 2018 and previously held roles at AXA Advisors, Cambridge Investment Research, and Hart & Patterson Financial Group. Outside of her advisory work, she serves as PTO President for Bernardston Elementary School and volunteers as a coach for a local summer league softball team. Equitable Advisors provides financial planning, retirement consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a variety of advisory models and third-party asset managers, focusing on matching clients to appropriate program strategies.