Andrew Mc Daniel is a Series 66-licensed financial advisor with Equitable Advisors in Richmond, VA, bringing two years of industry experience. Prior to joining Equitable Advisors, he worked at Guidehouse for four years and has a background that includes experience at Hess Financial and employment outside the financial sector at Chill's Grill and Bar. Equitable Advisors serves a broad client base including individual investors, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm uses a comprehensive advisory approach that incorporates client risk assessment and the use of third-party asset managers and model portfolios.

Jacob Miller is a financial advisor with Equitable Advisors and holds a Series 66 designation. He has 13 years of industry experience, including prior roles at KBK Wealth Management, Commonwealth Financial Network, and Morgan Stanley. Miller is a co-owner and manager of JJM Wealth MGMT LLC and serves as a trustee of a family trust. 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 advisory models implemented through third-party managers and sponsors, offering access to mutual funds, ETFs, separately managed accounts, and select alternative investments.

David Heykens is a financial advisor with Equitable Advisors in Jacksonville, FL, holding a Series 66 designation and one year of industry experience. His prior work includes positions at the University of North Florida, MWR Mayport, and Florida State University. 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 uses a variety of third-party programs and discretionary management models to serve a diverse client base.

Anthony Benedicto is a financial advisor at Equitable Advisors with 11 years of industry experience. He holds the Series 66 designation and has worked at Equitable Advisors since 2015, with prior experience at Axa Advisors, LLC. Outside of advising, he served as a contingent power of attorney for his parents. 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 offers advice through a network of Investment Adviser Representatives and utilizes various third-party asset managers and advisory programs to implement client solutions.

Justin Lam is a financial advisor with Equitable Advisors in Irvine, CA, holding Series 63 and Series 65 licenses and three years of industry experience. He has worked at several firms including Ameriprise, Rockefeller Financial LLC, Wedbush Securities, Inc., and Merrill. Lam serves as a board member of the University of Southern California Marshall Alumni Association in Orange County. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, charitable organizations, and institutional clients. The firm utilizes a range of advisory programs and third-party asset managers to tailor investment solutions.

Aaron Griffin is a financial advisor with Equitable Advisors in Irvine, CA, holding a Series 66 designation and 11 years of industry experience. He has been with Equitable Advisors since 2015, including time when the firm operated as AXA-Advisors, LLC. 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 delivered through a network of Investment Adviser Representatives and partnerships with third-party asset managers and advisory platforms.

Ryan Shea is a financial advisor at Equitable Advisors with 14 years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America, Merrill, and Prudential in various capacities. Outside of his advisory role, he is an independent agent involved in the sales and service of fixed insurance products. Equitable Advisors provides financial planning, retirement consulting, and asset management services to individuals, pension plans, corporations, and nonprofit clients. The firm utilizes a range of advisory models, including third-party programs and discretionary management, serving both non-high-net-worth and high-net-worth clients.

Jamie Tomlin is a CFP® professional with 30 years of experience in the financial services industry. He has worked at prominent firms including Wachovia Securities, Stifel Independent Advisors, and Equitable Advisors, where he has been since 2026. Outside of his advisory work, he serves as President and Director of BT Legacy Wealth Management and BT Development Group, Inc., both entities related to his investment practice and property holdings. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to a broad client base, including individuals, institutions, and charitable organizations. The firm employs a diverse range of advisory programs and third-party asset managers to tailor investment solutions.

Cooper Pleva is a financial advisor at Equitable Advisors with one year of industry experience and holds a Series 66 designation. Prior to joining Equitable Advisors, he worked at Mountain Creek and Trek RetIl Corporation. Outside of his advisory role, Pleva volunteers as a coach with Gear in Action Racing, a nonprofit that assists children with transportation to mountain bike races. Equitable Advisors serves a diverse 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 and third-party managers.

Betty Pulgar Vidal is a financial advisor with Equitable Advisors in Miami, FL, holding a Series 66 designation and 26 years of industry experience. She has been with Equitable Advisors and its predecessor AXA Advisors since 1997. Outside of her advisory role, she serves as Secretary of Blast Pest Control, Inc. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm offers advisory programs through a network of representatives and partners with third-party asset managers while delivering services across various investment vehicles and ERISA fiduciary solutions.

Noah Puggarana is a financial advisor at Equitable Advisors in Portland, OR, holding a Series 66 designation with two years of industry experience. His prior work includes roles at Groundworks Industries and The Hilt Bar and Grill, as well as service with the Oregon Post Adoption Resource Center. He also acts as a Successor Trustee for an 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 utilizes a range of third-party advisory programs and investment tools, serving clients through a network of Investment Adviser Representatives.

Gregory Geloso is a financial advisor with Equitable Advisors in Milford, CT, holding Series 63 and Series 66 registrations and possessing 26 years of industry experience. He has been with Equitable Advisors since 2001. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, charitable organizations, and institutional clients. The firm offers both proprietary and third-party advisory programs, focusing on matching clients to suitable investment models and discretionary managers.

Jeffrey Boyarsky is a financial advisor at Equitable Advisors with 47 years of industry experience. He has been with Equitable Advisors since 1999, including time at its predecessor firm, Axa Advisors. Outside of his advisory role, he is a licensed residential real estate referral representative. Equitable Advisors serves individual clients across the wealth spectrum, pension and profit-sharing plans, corporations, and charitable organizations. The firm emphasizes financial planning, retirement plan consulting, and asset management through a network of advisers and third-party managers, offering a variety of investment options including mutual funds, ETFs, and alternative investments.

Jonathan Blevins is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked at Axa Advisors, LLC. He serves as a board member of the CrossStreets Neighborhood Alliance, an organization providing support to homeless and unemployed individuals and their families. Equitable Advisors offers financial planning, retirement plan consulting, and asset-management programs to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a range of advisory models and third-party asset managers, providing services that include ERISA fiduciary support and access to mutual funds, ETFs, separately managed accounts, and select alternative investments.

Trevor Asch is a financial advisor at Equitable Advisors with six years of industry experience. He holds the Series 66 designation and previously worked for Enterprise Holdings Inc. from 2014 to 2020. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by offering financial planning, retirement plan consulting, and various asset management programs. The firm utilizes a range of advisory models, including third-party TAMPs and LPL-sponsored programs, to match clients with suitable investment solutions.

Baylee Dunham is a financial advisor at Equitable Advisors with a Series 66 credential and two years of industry experience. Prior to joining Equitable Advisors, Dunham held various roles across retail and hospitality sectors. She also serves as an executor of a will and trust for her grandparents. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, institutions, and charitable organizations, offering a range of advisory programs delivered through a network of Investment Adviser Representatives and third-party asset managers.

Adam Byck is a financial advisor with Equitable Advisors based in Savannah, GA. He holds the Series 66 designation and has three years of industry experience. His prior work includes roles at Geico and Soundview Wealth Advisors, as well as positions in education at the University of Alabama, McDaniel College, and Savannah Country Day School. 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 various asset-management programs, utilizing a range of proprietary and third-party advisory solutions.

Kevin Douglas is a financial advisor with Equitable Advisors in Austin, TX, holding a Series 66 designation and 13 years of industry experience. He has been with Equitable Advisors since 2012, following a period with Axa Advisors. Outside of his advisory work, he serves as a board member and treasurer for the Epilepsy Foundation Central & South Texas. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, charitable organizations, and institutional clients. The firm utilizes a range of advisory programs and third-party asset managers to tailor investment solutions across various asset classes, including mutual funds, ETFs, and select alternative investments.

Nathan Phang is a financial advisor at Equitable Advisors with a Series 66 designation. He has one year of industry experience, including prior roles at Adelvia and TAG Solutions. Equitable Advisors serves a diverse client base including individuals, retirement plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset management programs. The firm utilizes a range of advisory models implemented by third-party sponsors and emphasizes matching clients to appropriate investment strategies without advertising hypothetical performance.

Richard Chan is a financial advisor with Equitable Advisors, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Mass Mutual Life Insurance Company, Allstate Financial Services, AXA Advisors, and State Farm. He is also involved in general agency activities for Medicare and property & casualty business through RCK Holdings LLC. 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. The firm employs various advisory models, often implemented via third-party sponsors, and offers services covering mutual funds, ETFs, separately managed accounts, and select alternative investments.