Connor Rebele is a financial advisor with Equitable Advisors in Columbia, MD, holding Series 63 and Series 65 licenses and three years of industry experience. His prior work includes roles outside finance, such as positions at Vineyard Vines and Champion Teamwear. 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.

Justin Appleby is a financial advisor with Equitable Advisors, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Equitable Advisors, he worked in various roles including positions at Cohasset Golf Club and The Barrel County Market. 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 variety of third-party asset managers and advisory models.

Erik Daugenti is a financial advisor with Equitable Advisors in Independence, OH. He holds Series 63 and Series 65 licenses and has been in the industry since 2026. His prior experience includes roles at Lakeside Financial Partners and various positions outside the financial sector. Equitable Advisors serves individuals, retirement plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and asset management programs. The firm emphasizes tailored advice and utilizes a range of third-party advisory models and solutions for its clients.

Matthew Mc Dowell is a financial advisor at Equitable Advisors in Louisville, KY, holding a Series 66 designation with one year of industry experience. Prior to joining Equitable Advisors, his work background includes roles outside the financial industry, including positions at Taco Bell and Chuys. 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, utilizing both proprietary programs and third-party advisory models.

Ravi Tarekere is a financial advisor at Equitable Advisors in Walnut Creek, CA, holding Series 63 and Series 65 designations with 15 years of industry experience. He has worked at Equitable Advisors since 2016 and previously with Axa-Advisors and Primerica Advisors. 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. The firm utilizes a range of advisory models, including third-party TAMPs and discretionary management, and offers services that include ERISA fiduciary support and access to various investment vehicles such as mutual funds, ETFs, and alternative investments.

Thomas Baker is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and 35 years of industry experience. His prior roles include positions at Stifel Independent Advisors, Stifel Nicolaus & Co Inc, UBS Financial Services, and Citigroup Global Markets. He is involved in managing condominium homeowners association operations in Fredericksburg, VA. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients with financial planning, retirement consulting, and asset management programs. The firm relies on a network of Investment Adviser Representatives and third-party asset managers to deliver customized advisory solutions without sponsoring its own wrap fee program.

Danese Tremble is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Her prior experience includes roles at State Farm and Allstate, as well as operating Tremble Insurance Agency LLC. Equitable Advisors serves individual and institutional clients by providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm utilizes a range of third-party and proprietary investment solutions, including discretionary models and ERISA fiduciary services for qualified plans.

Alexander Nagy is a Series 66-licensed advisor with Equitable Advisors in Wellesley, MA, joining the firm in 2026. He has no prior industry experience and held various positions outside financial services before becoming an advisor. 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, utilizing both proprietary and third-party investment solutions.

Stefan Sikorski is a financial advisor with Equitable Advisors in Austin, TX, holding a Series 66 designation and 19 years of industry experience. He has been with Equitable Advisors and its predecessor Axa Advisors since 2007. 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 through various advisory programs and third-party managers.

Beaux Delattre is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He has been with Equitable Advisors and its predecessor Axa Advisors since 2011. Delattre is also the owner of DeLattre Financial Services, a non-investment business based in Canonsburg, PA. Equitable Advisors serves a diverse client base that includes individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm provides financial planning, retirement plan consulting, and various asset management programs, utilizing a network of Investment Adviser Representatives and third-party asset managers.

Elizabeth Lubrano is a financial advisor with Equitable Advisors, holding a Series 66 designation and 14 years of industry experience. She has been with Equitable Advisors since 2012 and previously worked with Axa Advisors. Outside of advisory work, she is involved in horse breeding through Horizon Hill Hunter Breeding, LLC, and serves as a judge for the United States Equestrian Federation. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset-management programs. The firm uses a variety of advisory models and third-party asset managers to deliver tailored investment solutions and offers ERISA fiduciary services for qualified plans.

Brett Villaume is a financial advisor with Equitable Advisors in San Francisco, holding Series 63, 65, and 66 credentials and 19 years of industry experience. His prior roles include positions at Dogpatch Wealth, Pacific Premier Bancorp, Inc., and Opus Bank. He serves as secretary for the Technical Analysis Educational Foundation, a nonprofit educational advocacy group, and is an adjunct professor at Golden Gate University. 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 utilizes a range of investment programs, including third-party advisory models and firm-offered solutions, focusing on matching client needs to appropriate investment strategies without sponsoring its own wrap fee program.

Isabel Duchemin is a financial advisor at Equitable Advisors with five years of industry experience. She holds a Series 66 designation and has prior experience at firms including UBS Financial Services, Citigroup, and Societe Generale Corporate and Investment Bank. Isabel also has experience holding real estate licenses and working in real estate-related roles. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm’s approach integrates third-party asset managers and advisory programs, with services encompassing mutual funds, ETFs, separately managed accounts, and select alternative investments.

Benjamin Rice is a financial advisor with Equitable Advisors in Wellesley, MA, holding a Series 66 designation and one year of industry experience. His work history includes roles at Legends Global and LL Bean, where he was a retail associate outside of his advisory responsibilities. 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, with services delivered through a network of Investment Adviser Representatives and utilizing both proprietary and third-party investment solutions.

Drew Venit is a financial advisor with Equitable Advisors in Bala Cynwyd, PA, holding a Series 66 designation and two years of industry experience. His work history includes roles at multiple firms such as Thrivent Investment Management Inc., Bryn Mawr Trust Advisors, and Janney Montgomery Scott LLC. Outside of advising, he has been involved in business ventures including Innovative Vending Solutions LLC and Shamrocks Lacrosse LLC. 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 employs a range of advisory models implemented through third-party managers and affiliated programs, serving both non-high-net-worth and high-net-worth clients.

Drin Kukaj is a financial advisor with Equitable Advisors in New York, NY, holding a Series 66 designation and 13 years of industry experience. He has been with Equitable Advisors since 2013, including its predecessor firm AXA Advisors, LLC. Kukaj serves on the boards of Action for Mothers and Children and Student Sponsor Partners. 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 various advisory models implemented through third-party managers and offers ERISA fiduciary services for qualified plans.

Alexander Eberly is an advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining the financial sector, his work history includes roles in logistics, delivery services, and natural resources management. He also has entrepreneurial experience with Chapters Logistics, LLC and King Courier Service. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Erin Stockmyer is a financial advisor at Equitable Advisors based in Denver, CO, holding a Series 66 designation with three years of industry experience. Prior to joining Equitable Advisors, she worked at American Heat Cool LLC and also has experience as a homemaker and in academic settings at Regis University and Red Rocks Community College. 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 offers a range of advisory models through a network of Investment Adviser Representatives, often utilizing third-party asset managers and programs to deliver solutions tailored to client risk tolerance and investment goals.

Mark Nordbrock is a financial advisor with Equitable Advisors in Los Angeles, CA, holding a Series 66 designation and 28 years of industry experience. He has been with Equitable Advisors since 2000, including a prior affiliation when the firm was known as Axa Advisors. In addition to his advisory work, Nordbrock is an attorney operating the Law Offices of Mark Nordbrock and serves as a trustee for an immediate family trust. Equitable Advisors serves individual clients ranging from non-high-net-worth to high-net-worth, as well as pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm provides financial planning, retirement plan consulting, and asset-management programs, utilizing both proprietary and third-party advisory models to deliver tailored investment solutions.

Kendyl Roundtree is a CFP® and Series 66 licensed advisor with Equitable Advisors, bringing nine years of industry experience. Prior to joining Equitable Advisors in 2024, Roundtree worked at Lincoln Financial Advisors and Lincoln Financial from 2015 to 2024. Outside of advising, Roundtree is also an independent agent involved in fixed insurance. Equitable Advisors serves a range of clients including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm offers various advisory programs and works with third-party asset managers to implement customized investment solutions.