Joshua Smith is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He worked at Pruco Securities, LLC and Prudential Insurance Company of America from 2007 to 2022 before joining Equitable Advisors in 2022. Outside of his advisory role, he has a 50% ownership interest in a rental property in Baltimore. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs. The firm uses a variety of advisory models, including third-party sponsored programs and discretionary management, and offers a range of investment options such as mutual funds, ETFs, separately managed accounts, and select alternative investments.

Matthew Fiori is a financial advisor with Equitable Advisors in Conshohocken, PA, holding Series 63 and Series 66 licenses and 12 years of industry experience. His prior roles include positions at AXA Advisors, Citizens Bank, PNC Wealth Management, and Edward Jones. Outside of finance, he served as a New Jersey State Trooper from 2020 to 2021. 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 utilizes a range of advisory programs and third-party asset managers to deliver investment solutions tailored to client risk tolerance and objectives.

William Roberts is a financial advisor at Equitable Advisors with 29 years of industry experience. He holds Series 63 and Series 65 designations and has been with Equitable Advisors since 1999, following his time at Axa Advisors. Outside of his advisory role, he serves on the board of a Salvation Army camp and participates as a church board member, providing input on organizational business matters. Equitable Advisors serves a wide range of clients 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, utilizing both proprietary and third-party solutions.

Cyrus Asasy is a financial advisor with Equitable Advisors in Bellevue, WA, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior work includes roles at Axa Advisors, Cetera Advisor Networks, and Brian Torgerson, CFP. Equitable Advisors serves individuals across wealth levels, as well as pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and diverse asset-management programs through a network of Investment Adviser Representatives, relying primarily on third-party and affiliated program sponsors to implement advisory models.

Steven Nemeth Jr. is a financial advisor at Equitable Advisors with a Series 66 credential and two years of industry experience. Prior to joining Equitable Advisors, he worked for over two decades at SHI International Corp. Equitable Advisors serves individual and institutional clients including pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and a variety of asset-management programs. The firm’s approach involves assessing client information and risk tolerance to match clients with program models or discretionary managers, utilizing both proprietary and third-party investment solutions.

Sean Mc Coy is a Series 66 licensed financial advisor with eight years of industry experience. He has been with Equitable Advisors since 2019 and previously worked at firms including Axa Advisors, MML Investors Services, and Mass Mutual Life Insurance Company. 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 various asset-management programs through a network of Investment Adviser Representatives. The firm utilizes both proprietary and third-party advisory programs with a focus on matching clients to suitable investment models and managers.

Christopher Voisine is a Series 66-licensed financial advisor at Equitable Advisors with 20 years of industry experience. He has been with Equitable Advisors since 2005 and previously associated with Axa Advisors. Outside of his advisory role, he serves on the board of the nonprofit Heal Our Heroes. Equitable Advisors provides financial planning, retirement consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of advisory models, including third-party program sponsors, to deliver tailored investment solutions.

Luke Loring is a financial advisor at Equitable Advisors with two years of industry experience and a Series 66 designation. His prior experience includes roles at companies such as Door Dash and Game One. Outside of advising, he has worked as a delivery driver for Door Dash. Equitable Advisors serves a diverse client base, including individual investors, 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 models.

Danielle Rosier is a financial advisor with Equitable Advisors in Williamsville, NY, holding Series 63 and Series 66 credentials and four years of industry experience. Her work background includes roles at Equitable Advisors since 2021, with prior experience at Wegmans and Catalyst Fitness. 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 employs a range of advisory programs and third-party asset managers, focusing on matching clients to appropriate investment models based on personal and plan information.

Mark Swartz is a financial advisor with Equitable Advisors in Port St. Lucie, FL, holding Series 63 and Series 65 designations and possessing 46 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Outside of his advisory role, Swartz is the founder, president, and CEO of Ascend Planning & Consulting LLC, where he manages administrative and operational 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, utilizing both in-house and third-party models and discretionary managers to implement portfolios.

Richard Desmedt is a financial advisor with Equitable Advisors in Arlington Heights, IL, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Equitable Advisors and its predecessor AXA Advisors since 1999. Outside of his advisory role, he is involved with an outside insurance brokerage and serves as trustee and successor trustee of trusts established in 2023. Equitable Advisors serves individual clients across wealth levels, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers financial planning, retirement plan consulting, and various asset management programs, utilizing both proprietary offerings and third-party asset managers.

Liam Bell is a financial advisor at Equitable Advisors with one year of industry experience and holds the Series 66 designation. His prior work includes roles at Strategic Retirement Partners/LPL and several other companies across different sectors. He is also involved with 95 Nutrition as a key holder. Equitable Advisors serves individual and institutional clients, providing financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives and third-party managers. The firm offers a range of investment solutions including mutual funds, ETFs, and alternative investments, and provides ERISA fiduciary services for qualified plans.

Michael Bush is a financial advisor at Equitable Advisors with a Series 66 credential and three years of industry experience. His prior roles include positions at LPL Financial LLC/Nicole Cole Financial Services Group and service with AmeriCorps. Outside of his advisory work, he serves as Chief Operations Officer for the Central Commonwealth Black Caucus. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, institutions, and charitable organizations, utilizing a variety of advisory programs and third-party asset managers.

Austin Noval is a financial advisor at Equitable Advisors with a Series 66 designation and less than one year of industry experience. Prior to joining Equitable Advisors, he held various roles including positions at the City of Fremont and Under Armour, as well as involvement with Arizona State University and youth sports organizations. Equitable Advisors serves a broad client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs through its network of Investment Adviser Representatives and third-party asset managers.

Johnathon Zamudio is a financial advisor at Equitable Advisors with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Equitable Advisors since 2019, with prior experience at Axa Advisors and Texas A&M University. 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 various asset management programs. The firm utilizes a network of Investment Adviser Representatives and third-party asset managers to deliver tailored investment solutions.

Ben Spagiare is a financial advisor with Equitable Advisors in Pittsburgh, PA, holding Series 63 and Series 65 credentials and 16 years of industry experience. He has worked at Equitable Advisors and its predecessor, Axa Advisors, since 2010. Outside of his advisory role, he is involved in an outside insurance business. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm utilizes third-party advisory models and provides ERISA fiduciary services, delivering a range of investment solutions including mutual funds, ETFs, and alternative investments.

William Scherrer is a financial advisor with Equitable Advisors in Williamsville, NY. He holds a Series 66 designation and has been in the industry since 2026. Prior to joining Equitable Advisors, he worked at Syzmkowiak and Associates and Grabber and Sons, among other roles. Equitable Advisors serves 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 through a network of Investment Adviser Representatives and third-party program sponsors.

Chase Di Miceli is a financial advisor at Equitable Advisors with four years of industry experience. He holds the Series 66 designation and has prior experience at Seaview Private Investments and Hobart and William Smith College. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes a network of Investment Adviser Representatives and third-party program sponsors to deliver tailored advisory solutions across mutual funds, ETFs, separately managed accounts, and select alternative investments.

Patrick Lawrence is a financial advisor with Equitable Advisors, holding a Series 66 credential and 24 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 2001. Outside of his advisory role, Lawrence serves as a board member supporting investment due diligence at PST Advisors and acts as an executor of his father’s estate. 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 through a network of Investment Adviser Representatives, utilizing a combination of firm-offered and third-party advisory solutions.

Dawn Ornelas is a financial advisor with Equitable Advisors, holding a Series 66 credential and currently based in Austin, TX. She has 22 years of industry experience, including multiple tenures at Equitable Advisors and prior roles at Fidelity Investments. 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 utilizes a range of advisory programs and third-party asset managers, focusing on personalized client assessments and matching to appropriate investment models.