Valerio Chiarotti is a financial advisor with Equitable Advisors in Los Angeles, CA, holding a Series 66 designation and three years of industry experience. Prior to joining Equitable Advisors, he worked at Merrill, Paulson Investment Company, and Bank of America. Outside of his advisory role, he is the owner of Terrarossa LLC, a wine service company, and serves as a board member and CFO for the Italian Heritage Culture Foundation. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives. The firm uses a risk-assessment approach to match clients with advisory models and third-party asset managers, providing a range of investment options including mutual funds, ETFs, and select alternative investments.

Megan Moloney is a financial advisor with Equitable Advisors, holding a Series 66 designation and 25 years of industry experience. She has been with Equitable Advisors and its predecessor, Axa Advisors, LLC, since 1996. Outside of her advisory role, she is involved with Treat Dreams, assisting in store operations and selling ice cream. 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 delivers advice through a network of Investment Adviser Representatives and utilizes both firm-offered programs and third-party asset managers.

Sara Brown is a financial advisor with Equitable Advisors in Woodbridge, NJ, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. She has been with Equitable Advisors and its predecessor, AXA Advisors, since 2005. Equitable Advisors serves individuals, including both non‑high-net-worth and high-net-worth clients, as well as institutional clients such as pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs delivered through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Connor Patenaude is a financial advisor at Equitable Advisors with one year of industry experience. He holds a Series 66 designation and has a background that includes roles at Kierland Golf Club and Dove Valley Golf Club, as well as work at Arizona State University. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by offering financial planning, retirement plan consulting, and a variety of asset-management programs. The firm utilizes a network of Investment Adviser Representatives and both proprietary and third-party investment solutions.

Cortney Williams is a financial advisor with Equitable Advisors in Roseville, CA, holding a Series 66 designation and 24 years of industry experience. She has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 2002. Williams serves as a successor trustee and holds power of attorney in family trust arrangements. 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 variety of advisory models and third-party asset managers, offering solutions that include mutual funds, ETFs, separately managed accounts, and select alternative investments.

Mitva Shah is a financial advisor with Equitable Advisors and holds a Series 66 designation. She has one year of industry experience and has worked at Equitable Advisors since 2025. Outside of financial services, she is involved with Dina's Pizza and Pub in Cleveland, OH. Equitable Advisors serves individual and institutional clients, offering financial planning, retirement plan consulting, and asset management through a variety of programs managed by both in-house advisors and third-party managers.

Lane Tryon is a financial advisor with Equitable Advisors in New York, NY, holding Series 63 and Series 66 credentials and five years of industry experience. Prior to joining Equitable Advisors, his work history includes roles at U.S. Bank and Empower Retirement. Outside of financial advising, he has worked as a server at Old Capital Grill & Smoke House. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of investment strategies, including third-party advisory programs and discretionary models, offering a mix of proprietary and third-party solutions tailored to clients’ risk tolerance and goals.

Caddie Cox is a financial advisor with Equitable Advisors in Houston, TX, holding a Series 66 designation and four years of industry experience. Prior to joining Equitable Advisors in 2022, Cox worked in public education with Spring Branch Independent School District, Katy ISD, and Norman Public Schools for a total of 12 years. Equitable Advisors serves a diverse client base including individuals, retirement plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs. The firm utilizes various advisory models implemented through third-party managers and offers ERISA fiduciary services through credentialed representatives.

Justin Nesheiwat is a financial advisor with Equitable Advisors in Falls Church, VA, holding a Series 66 designation and ten years of industry experience. He has worked at Equitable Advisors since 2016 and was affiliated with Axa Advisors from 2016 to 2020. Outside of his advisory role, he serves as an assistant men's rowing coach at Woodrow Wilson High School. 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 approach involves matching clients to investment models or discretionary managers, utilizing a combination of proprietary and third-party programs without sponsoring its own wrap fee program.

Daniel Becker Jr. is a financial advisor at Equitable Advisors with one year of industry experience. He holds a Series 66 designation and has worked at Equitable Advisors and related entities, as well as having roles in education at West Genesee School District and SUNY Cortland. Outside of advisory roles, he has experience in the car wash industry. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm provides financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives, using both proprietary and third-party investment solutions.

Gregory Salvucci is a financial advisor with Equitable Advisors in Columbia, MD, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. Prior to his current role at Equitable Advisors, he worked at Axa Advisors LLC. He also spent 16 years affiliated with Towson University. 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 asset management programs through a network of Investment Adviser Representatives and third-party program sponsors.

Megan Lyons is a financial advisor with Equitable Advisors in Erie, PA, holding a Series 66 designation and six years of industry experience. Prior to joining Equitable Advisors in 2020, she worked for Erie Insurance from 2015 to 2020. Outside of her advisory role, she has been a Jazzercise instructor since 2005. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, plans, corporations, and charitable organizations. The firm offers various advisory programs through a network of Investment Adviser Representatives and third-party managers, covering mutual funds, ETFs, separately managed accounts, and select alternative investments.

Jacob Bianculli is a financial advisor with Equitable Advisors in Wellesley, MA, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Eastern Bank and as an educator at Arizona State University, Saint Joseph Prep, and North Quincy High School. Equitable Advisors serves individuals across various wealth levels, pension 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 offers both proprietary and third-party investment solutions without sponsoring its own wrap fee program.

Anthony Kidron is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His prior roles include positions at Wells Fargo Clearing Services LLC and The Vanguard Group, Inc. Outside of his advisory work, he is involved with Surgeons Capital Management. Equitable Advisors serves individual clients, 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 employs a range of third-party advisory models and offers ERISA fiduciary services while integrating proprietary and third-party solutions.

Gerald Grant Jr. is a financial advisor with Equitable Advisors in Miami, FL, holding Series 63 and Series 65 credentials and over 31 years of industry experience. He has worked with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Grant is active in several community and professional organizations, including serving as a board member for the Orange Bowl Committee, Florida International University, and the Adrienne Arsht Center for the Performing Arts. He is also the owner and author at G&G Enterprises of Miami. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations through a network of Investment Adviser Representatives. The firm emphasizes personalized risk assessment and utilizes third-party asset managers and advisory programs to implement tailored investment solutions.

Joel Kapelson is a financial advisor with Equitable Advisors in Portsmouth, NH, holding Series 63 and Series 66 credentials and 17 years of industry experience. His prior roles include positions at New York Life, Prudential, AXA Advisors, and MassMutual. Outside of his advisory work, he is involved in independent insurance sales with companies such as Anthem, Harvard, and Humana. Equitable Advisors serves a broad client base that includes individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives, utilizing both proprietary programs and third-party managers.

Jenna Santos is a financial advisor at Equitable Advisors in Dallas, TX, holding Series 63 and Series 65 licenses with five years of industry experience. Her prior work experience includes roles at AXA Advisors and entrepreneurial ventures in the food service industry. Equitable Advisors provides financial planning, retirement consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm delivers advice through a network of Investment Adviser Representatives and offers various firm-sponsored and third-party asset management programs.

Ian Wasserman is a financial advisor at Equitable Advisors with a Series 66 designation and less than one year of industry experience. Prior to joining the firm in 2026, he held multiple roles in various symphony orchestras and music education organizations. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs primarily delivered through a network of Investment Adviser Representatives and third-party managers.

Aaron Haverdink is a Series 66-licensed financial advisor with seven years of industry experience. He has been with Equitable Advisors since 2019 and is also the owner of Zeutenhorst Financial Inc. Outside of his advisory roles, Haverdink serves as a sound engineer at First Reformed Church and holds board positions with Northwestern College Music Patron Board and The Pride of the Dutchmen Marching Band Parent Board Association. Equitable Advisors serves a broad client base, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes third-party asset managers and advisory programs to implement investment solutions and offers ERISA fiduciary services to qualified plans.

Giovanni Alvarez Mena is a financial advisor at Equitable Advisors with 15 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Ameriprise Financial Services, LLC for 15 years. He is also a registered team member of The Group WOWM, LLC, managing an advisory business outside of his primary role. 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 both proprietary and third-party solutions delivered through a nationwide network of Investment Adviser Representatives.