Grieta Patenaude is a financial advisor at Equitable Advisors with one year of industry experience. She holds Series 63 and Series 66 designations. Prior to joining Equitable Advisors, she worked at Primerica Advisors and Primerica Financial Services. Outside of her advisory roles, she has been involved with the Boys & Girls Club of the Suncoast since 2024. Equitable Advisors serves individuals across a broad range of wealth levels, as well as pension plans, corporations, and charitable organizations, providing financial planning, retirement 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, often using third-party asset managers and investment programs.

Robert Weedon is a financial advisor at Equitable Advisors with one year of industry experience. He holds the Series 66 designation. Prior to joining Equitable Advisors, his background includes roles at Applied Radar and Balsamo Associates, as well as work in several service and hospitality positions. Equitable Advisors serves individual clients across a wide range of net worth, 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.

Kevin Banitt is a financial advisor with Equitable Advisors in Columbia, SC, holding a Series 66 designation and 18 years of industry experience. He has been with Equitable Advisors since 2008 and previously worked with AXA Advisors, LLC. Outside of his advisory role, he owns Whitecap Financial LLC and is a partner in Carolina Financial Advisors LLC. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset management programs. The firm utilizes a model-driven approach, leveraging third-party asset managers and advisory programs to tailor solutions for clients.

Mercy Maina is a financial advisor with Equitable Advisors in Roseville, CA, holding a Series 66 credential and six years of industry experience. Her prior roles include positions at Tesla, California Air Resources Board, and several educational institutions. She is also involved with an independent wealth management venture, Impact Wealth Management. Equitable Advisors serves a wide range of clients, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives. The firm utilizes various third-party advisory programs and focuses on personalized client assessment and matching to appropriate investment solutions.

Devon Murphy is a Series 66-licensed financial advisor at Equitable Advisors with five years of industry experience. He has been with Equitable Advisors since 2021. Outside of his advisory role, he works as a delivery driver for Uber and DoorDash and serves as executor of his parent in-laws' estate. 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 offers a range of advisory programs through its network of Investment Adviser Representatives, utilizing both proprietary and third-party solutions without sponsoring its own wrap fee program.

Douglas Fisher is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has worked at Equitable Advisors since 2016, including a prior role with AXA Advisors, LLC from 2016 to 2020. His activities include managing an independent wealth advisory website. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients with financial planning, retirement plan consulting, and various asset management programs. The firm uses a network of Investment Adviser Representatives and third-party asset managers, offering services that include mutual funds, ETFs, separately managed accounts, alternative investments, and ERISA fiduciary services.

Hector Elizondo Jr. is a financial advisor with Equitable Advisors in Austin, TX, holding Series 63 and Series 65 credentials and possessing 28 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. Outside of advisory work, he is involved in various insurance-related business activities. Equitable Advisors serves individual investors, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and asset management programs. The firm’s approach involves assessing client information and risk tolerance to tailor investment solutions, often utilizing third-party asset managers and advisory platforms.

Jeffrey Schankerman is a financial advisor at Equitable Advisors with 22 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Equitable Advisors in 2025, Mr. Schankerman worked at Mass Mutual Investors Services and MassMutual Life Insurance Company, as well as MetLife Securities. He is also an independent agent engaged in outside fixed insurance sales through Infinity Strategic Partners, LLC. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm provides financial planning, retirement plan consulting, and various asset-management programs, utilizing a range of third-party advisory models and proprietary tools.

Spencer Reed is a financial advisor with Equitable Advisors in Cedar Rapids, IA, holding a Series 66 designation and nine years of industry experience. He has been with Equitable Advisors since 2017 and previously worked at Axa Advisors and Cedar Rapids Toyota. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to a diverse client base that includes individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm uses a combination of in-house and third-party advisory programs and emphasizes assessment of client information and risk tolerance to tailor investment solutions.

Boris Zrnic is a financial advisor with Equitable Advisors in Bellevue, WA, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. His prior experience includes roles at Merrill/Bank of America, Fidelity Investments, Edward Jones, and JPMorgan Chase Bank. Outside of his advisory work, he owns Boka Fragrance LLC, a perfume business based in Port Orchard, WA. 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 variety of advisory models through a network of Investment Adviser Representatives and third-party program sponsors, covering mutual funds, ETFs, separately managed accounts, and select alternative investments.

Brian Keane is a financial advisor with Equitable Advisors in New York, NY, holding a Series 66 designation and one year of industry experience. His work history includes academic roles at Boston College, Bryant University, and Babson College. Equitable Advisors serves individual and institutional clients by providing financial planning, retirement plan consulting, and asset management through a network of investment adviser representatives. The firm utilizes third-party asset managers and advisory programs to implement investment strategies across various asset classes while offering ERISA fiduciary services to qualified plans.

Avery Hultgren is a financial advisor with Equitable Advisors holding a Series 66 designation and has one year of industry experience. Prior to joining Equitable Advisors, Avery held various roles including positions at Optistaffing, Manpower Group/EXPERIS, and Seattle University. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a network of Investment Adviser Representatives and third-party asset managers to deliver tailored investment solutions.

Anchi Liu is a financial advisor with Equitable Advisors in Irvine, CA, holding a Series 66 designation and 23 years of industry experience. She has been with Equitable Advisors since 2003 and previously worked at Axa Advisors, LLC until 2020. Liu is also a trustee of her own trust. 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 through a network of Investment Adviser Representatives, utilizing third-party program sponsors and proprietary resources.

Stephen Scanlon is a financial advisor at Equitable Advisors in Kansas City, MO, holding Series 63 and Series 65 licenses with 30 years of industry experience. His career includes roles at AllianceBernstein L.P. and Guardvest Inc., among others. He has been with Equitable Advisors and its affiliated entities since 2017. Equitable Advisors serves individual and institutional clients including pension plans and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party asset managers. The firm’s approach involves assessing client risk tolerance and matching them to advisory models or discretionary managers using a variety of investment vehicles and ERISA fiduciary services.

Christopher Kelly is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and having 22 years of industry experience. He has worked at Equitable Advisors since 2011, with prior experience at Axa Advisors, Wells Fargo Clearing, Merrill, and Banc of America Investment Services. 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 through a network of Investment Adviser Representatives. The firm uses a range of advisory models and third-party program sponsors, offering mutual funds, ETFs, separately managed accounts, and select alternative investments, including ERISA fiduciary services for qualified plans.

Stephanie Scheidegger is a Series 66-licensed financial advisor with Equitable Advisors in Bellevue, WA, bringing six years of industry experience. Her background includes ten years with Richard Stewart, followed by five years at Stewart Financial Group DBA, before joining Equitable Advisors. 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 investment programs and third-party asset managers to tailor solutions based on client risk tolerance and goals.

Ameina Tressler is a financial advisor with Equitable Advisors in Gulf Shores, Alabama, holding a Series 66 designation and 14 years of industry experience. She has been with Equitable Advisors since 2012 and previously worked at Axa Advisors, LLC. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm employs a range of advisory programs, including third-party asset managers and LPL-sponsored offerings, focusing on tailored client solutions based on risk assessment and personal information.

Carolyn Goyette is a Wealth Management Advisor with Merrill Lynch Wealth Management. She leads The Goyette Group, a team focused on providing clients with goals-based wealth management strategies. Carolyn emphasizes a personalized approach by first understanding clients’ unique ambitions, financial situations, and risk tolerance, then developing tailored financial plans to help them pursue objectives such as retirement income, legacy planning, college education funding, and family wealth management. With expertise spanning investment consulting for defined contribution plans, managing new wealth, retirement planning, and promoting employee financial health, Carolyn and her team engage clients through ongoing communication and annual reviews to adjust strategies according to changes in clients’ lives and goals. Her approach centers on simplicity and transparency, building enduring professional relationships to support clients in navigating the complexities of wealth management. Carolyn holds a Bachelor’s Degree in Management and Organizational Development from Spring Arbor University. She earned the Chartered Retirement Planning Counselor™ designation in 2007 and the CERTIFIED FINANCIAL PLANNER™ certification in 2017. Additional professional designations include CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Active in the Fenton community, Carolyn enjoys boating, reading, and traveling with family and friends.

Thomas Lewis is a Series 66-licensed financial advisor with Equitable Advisors, based in Peoria, IL, holding four years of industry experience. Prior to joining Equitable Advisors, he worked for several years at Dick's Sporting Goods and Illinois College. 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 range of third-party advisory models and proprietary tools to tailor solutions for clients.

Maxwell Lampe is a financial advisor at Equitable Advisors with two years of industry experience. He holds the Series 66 designation. Outside of his advisory role, he works as a bartender at Big Grove Brewery. Equitable Advisors serves 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 uses a range of advisory models and partners with third-party asset managers and LPL-sponsored programs to deliver investment solutions.