Kelsy Levee is a financial advisor with Equitable Advisors in Gainesville, FL, holding a Series 66 designation and eight years of industry experience. She previously worked at AXA Advisors, LLC and has experience outside of finance including a role at Johnston Chiropractic Health Center and employment at the University of Florida. Kelsy is involved with the Gainesville Area Women's Network as an At Large Director and volunteers regularly at Howard Bishop Middle School. 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 offers access to third-party managers and proprietary programs without sponsoring its own wrap fee program.

Alexander Cooper is a financial advisor at Equitable Advisors with 19 years of industry experience. He holds the Series 66 designation and has worked at Equitable Advisors since 2007, including its predecessor Axa Advisors, LLC. Outside of his advisory role, Cooper is involved with Dergalis Associates, LLC, where he acts as a sales associate in health and ancillary insurance products. Equitable Advisors serves a broad range of clients including individuals, pension 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, offering diversified investment solutions without sponsoring its own wrap fee program.

Ethan Travis is a financial advisor with Equitable Advisors holding Series 63 and Series 66 licenses and has two years of industry experience. His prior work includes roles at R&R Logistics and Services, True North LLC, and several other companies. 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 various advisory models primarily through third-party managers and does not sponsor its own wrap fee program.

Stephen Norris is a Series 66-licensed financial advisor with eight years of industry experience. He currently works at Equitable Advisors and has previous experience at Axa Advisors, LLC, and The Glenmede Trust Company. Norris is also involved with Integrated Financial Strategies/James Terranova as a registered sales assistant, and he holds a non-practicing CPA designation. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations by providing financial planning, retirement consulting, and asset-management programs. The firm utilizes a variety of advisory models implemented through third-party managers and focuses on client-specific risk assessment and program matching.

Joseph Miller III is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and over 38 years of industry experience. He has been with Equitable Advisors since 1999, including its predecessor Axa Advisors, and has roles outside of advisory work including serving as a trustee and power of attorney for a trust, acting as a general agent for Transamerica, and holding shareholder and LLC memberships related to insurance and leasing businesses. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a network of investment adviser representatives and offers a range of advisory models primarily through third-party sponsors, with a focus on matching clients to investment programs based on risk tolerance and personal information.

Steven Leahing is a financial advisor with Equitable Advisors in Miami, FL, holding a Series 66 designation and 26 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Equitable Advisors serves individual clients across wealth levels, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and diversified asset-management programs, utilizing a combination of firm-offered and third-party solutions.

Hugo Bartell is a financial advisor with Equitable Advisors, holding the Series 66 designation and bringing 25 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 2001. 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 uses a range of advisory models often implemented through third-party sponsors and offers services covering mutual funds, ETFs, separately managed accounts, alternative investments, and ERISA fiduciary services.

Anson Dewar is a financial advisor with Equitable Advisors in Bethlehem, PA, holding a Series 66 designation and one year of industry experience. His background includes work at Frontgrade Technologies, Seven-4 Logistics LLC, and various educational roles. Equitable Advisors serves a range of clients 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, relying on both proprietary and third-party investment solutions.

John Hoelscher is a financial advisor at Equitable Advisors with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Equitable Advisors since 2012, previously associated with AXA Advisors. Outside of his advisory work, Hoelscher is involved in his family’s fine furniture and appliance business as well as their cattle farming operations. Equitable Advisors serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management solutions through a network of Investment Adviser Representatives. The firm utilizes a variety of advisory programs and third-party managers and provides ERISA fiduciary services for qualified plans.

Francesco Catalano is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and six years of industry experience. Prior to joining Equitable Advisors in 2020, he worked at Lazard for 13 years. Equitable Advisors serves a diverse client base, including individual investors, retirement plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management services through a network of representatives, utilizing a mix of proprietary and third-party advisory programs.

John Valenzuela is a financial advisor with Equitable Advisors in New York, NY, holding a Series 66 designation and 20 years of industry experience. He has worked at Equitable Advisors since 2010 and previously held positions at Axa Advisors, LLC and Eagle Strategies. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives and third-party managers.

Logan Fairbanks is a financial advisor with Equitable Advisors in Tampa, FL, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He has been with Equitable Advisors since 2018 and previously worked at Axa Advisors. Outside of his advisory role, he is involved with The Bailey Group, an outside insurance business. 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’s approach involves assessing client risk tolerance and utilizing third-party asset managers and advisory programs to implement investment strategies.

Donna Delgado is a financial advisor with Equitable Advisors in Spring Lake, NJ, holding a Series 66 designation and 18 years of industry experience. She has been with Equitable Advisors since 2008, including its predecessor Axa Advisors LLC, where she also worked from 2008 to 2020. Outside of her advisory role, she is involved in property management as a landlord in Belmar, NJ. Equitable Advisors serves a diverse 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 programs delivered through a network of Investment Adviser Representatives, with an emphasis on matching clients to appropriate program models and third-party managers.

Laura Scholz is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 credentials and nine years of industry experience. Her prior roles include positions at LPL Financial, TriState Capital Bank, and Seasons Financial Advisors. She serves as a nonprofit board member of the Pittsburgh Stock and Bond Association. 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 offers a range of advisory programs delivered through Investment Adviser Representatives and relies on third-party asset managers and sponsored programs for most investment model implementations.

Korson Hastings is a financial advisor at Equitable Advisors holding a Series 66 designation with one year of industry experience. His prior experience includes roles at the University of Texas at Dallas and Trinity University. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and a variety of asset-management programs. The firm utilizes a network of Investment Adviser Representatives and third-party asset managers to offer a range of investment solutions without sponsoring its own wrap fee program.

Mark Massa is a financial advisor with Equitable Advisors in Hamden, CT, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Equitable Advisors since 1999 and prior to that was affiliated with Axa Advisors. 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’s approach involves assessing client risk tolerance and matching clients to appropriate program models or discretionary managers, utilizing both proprietary and third-party investment solutions.

Hyungku Her is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 designations and 27 years of industry experience. He has been with Equitable Advisors since 2001 and previously operated within AXA Advisors, LLC for 19 years. He is also involved in other insurance-related business activities. 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 both in-house and third-party advisory platforms.

Angela Mackinnon is a financial advisor with Equitable Advisors in Raleigh, NC, holding Series 63 and Series 65 licenses and having seven years of industry experience. Her work history includes roles at Equitable Advisors, W&S Brokerage Services, Omnistar Financial Group, and periods of self-employment. She serves as Vice President on the executive board of a Child Development Center in Wilmington, NC. 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 variety of advisory models implemented through third-party managers and programs, offering a broad range of investment products and ERISA fiduciary services.

Jonathan Schooley is a financial advisor with Equitable Advisors in Rochester, NY, holding a Series 66 designation and one year of industry experience. His prior work includes roles at S.B. Fiber Direct and C&S Sealing and Management. Outside of financial advising, he works as a sales consultant for SB Fiber Direct. Equitable Advisors serves a diverse client base including individuals, pension 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 managers.

Robert Gutierrez is a financial advisor with Equitable Advisors in Miami, FL, holding a Series 66 designation and seven years of industry experience. He has been with Equitable Advisors since 2016 and previously worked at Axa Advisors LLC. Before entering the financial industry, he was associated with Florida International University. 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 delivers services through a network of Investment Adviser Representatives, employing both firm-offered solutions and referrals to third-party asset managers and LPL-sponsored advisory programs.