Christian Wemmert is a Series 66-registered financial advisor with six years of industry experience, currently affiliated with Equitable Advisors in Milwaukee, WI. His prior work includes roles at Park Avenue Securities and Guardian Life Insurance Company. He also serves as an administrator or executor of an estate or trustee of a trust for non-family or family members. 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 offers a range of advisory programs through Investment Adviser Representatives and third-party asset managers, emphasizing tailored client solutions without sponsoring its own wrap fee program.

Ryan Kolakowski is a financial advisor at Equitable Advisors in Dallas, TX, holding Series 63 and Series 65 licenses with two years of industry experience. Prior to joining Equitable Advisors, he has worked in a variety of roles including a delivery driver for DoorDash and positions at Fidelity Co-Operative Bank and RxSense. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives and third-party asset managers.

Jaejung Yoon is a financial advisor with Equitable Advisors in Franklin, TN, holding a Series 66 designation and five years of industry experience. Prior to joining Equitable Advisors in 2021, Yoon worked at Waypoint Financial Partners, LLC for one year and has experience outside of finance in automotive retail. Outside of advisory work, Yoon coaches kickers and punters in athletic education. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning and retirement consulting through a range of asset-management programs. The firm relies on third-party program sponsors and investment platforms to implement advisory models and provides ERISA fiduciary services to qualified plans.

Gregg Cohen is a financial advisor with Equitable Advisors in Melville, NY, holding a Series 66 designation and 13 years of industry experience. He has worked at Equitable Advisors since 2013, including its predecessor Axa Advisors. Outside of advisory services, Cohen is an attorney specializing in trusts, wills, and estates, serves on the board of directors and as secretary for the St James Smithtown Little League, and works part-time as a tax preparer. Equitable Advisors offers financial planning, retirement plan consulting, and asset management services to individuals, corporations, pension plans, and charitable organizations. The firm delivers advice through a network of representatives using a range of firm-offered and third-party investment programs, including ERISA fiduciary services for qualified plans.

James Orwig is a Series 66-licensed financial advisor with Equitable Advisors in Akron, OH, where he has worked since 2004. He has 21 years of industry experience and previously worked with Axa Advisors. Outside of his advisory role, Orwig serves as Secretary of the Hudson Kiwanis and is involved with the Discipleship Board at Gloria Dei Lutheran Church, as well as chairing the Sponsor Committee for The Taste of the Hall of Fame at the Akron Canton Regional Food Bank. 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 through various advisory programs, often leveraging third-party managers and model portfolios.

Demetrios Koutsidis is a financial advisor at Equitable Advisors with five years of industry experience. He holds the Series 66 designation and has worked at several companies before joining Equitable Advisors in 2021. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a range of third-party advisory models and offers ERISA fiduciary services through credentialed representatives.

John Sullivan is a financial advisor with Equitable Advisors in Edmond, OK, holding Series 63 and Series 65 licenses and possessing 46 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked at Axa Advisors, LLC for 21 years. His other business activities include various outside insurance contracts. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by offering financial planning, retirement plan consulting, and a range of asset-management programs through its network of Investment Adviser Representatives. The firm utilizes third-party advisory programs and specialized asset managers while providing ERISA fiduciary services to qualified plans.

John Macielag is a financial advisor at Equitable Advisors with 35 years of industry experience. His prior roles include positions at Merrill, Bank of America, and Stifel Independent Advisors. Outside of financial advising, he is the Principal Race Officer for US Sailing and serves as a director of the Bond Chapel Foundation. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, institutional clients, and charitable organizations. The firm utilizes a variety of advisory programs, including third-party asset managers and LPL-sponsored platforms, and offers ERISA fiduciary services through credentialed Investment Adviser Representatives.

Robert Flores is a Series 66-licensed financial advisor with Equitable Advisors in Austin, TX, where he has worked since 2007, including time at Axa Advisors, LLC. He has 19 years of industry experience. Flores serves as vice president of finance for the Ingleside Education Foundation and holds board memberships with the Corpus Christi Estate Planning Council, the Greater Austin Hispanic Chamber of Commerce, and FINSECA. 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 uses risk assessment to match clients with advisory program models or discretionary managers, leveraging both proprietary and third-party investment solutions.

Michael Graham is a Series 66-licensed financial advisor with Equitable Advisors in Wilmington, Ohio, with 26 years of industry experience. He has been with Equitable Advisors since 2000, including 20 years under its prior affiliation with AXA Advisors. Outside of his advisory role, he contributes as a freelance writer for the literary journal Sport Literate. Equitable Advisors serves a broad client base including individuals, retirement plans, corporations, and charitable organizations by providing financial planning, retirement consulting, and asset management programs. The firm delivers services through a network of Investment Adviser Representatives using various model portfolios and third-party advisory platforms, covering mutual funds, ETFs, separately managed accounts, and select alternative investments.

Mackenzie Kusch is a financial advisor at Equitable Advisors with 14 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Equitable Advisors since 2014, previously working with AXA Advisors. Outside of her advisory role, Kusch is involved in flight instruction and serves as a trustee for the Ted Alex Memorial nonprofit organization. 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 variety of advisory models through its network of Investment Adviser Representatives, utilizing third-party asset managers and programs.

Kevin Madden Jr. is a Series 66 licensed financial advisor at Equitable Advisors with three years of industry experience. His background includes roles outside finance such as work at Trump National Golf Course and Bernards Salon, as well as time spent attending the University of South Carolina. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs. The firm offers advisory services through a network of representatives and relies on third-party sponsors and model portfolios, delivering solutions that encompass mutual funds, ETFs, separately managed accounts, and selected alternative investments.

Daniel Barrow is a financial advisor with Equitable Advisors in Rochester, NY, holding Series 63 and Series 66 licenses and having five years of industry experience. He has been with Equitable Advisors since 2020. Outside of his advisory role, he is a co-owner of 999 Challenge, LLC, a non-investment business. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by offering financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a network of Investment Adviser Representatives and third-party asset managers, focusing on personalized client information and risk assessment to match appropriate investment models.

Joseph Faxio is a financial advisor with Equitable Advisors in Decatur, GA, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Morgan Stanley, Merrill, and TD Ameritrade. Outside of his advisory work, he serves as Vice President and Pastoral Consultant at Calvary Worship Center International and holds board memberships with organizations such as Families First and The Mary Parker Foundation, along with coaching youth sports and leading small group discussions in his community. 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’s approach involves matching client information and risk profiles to various advisory programs and third-party managers, offering a range of investment options including mutual funds, ETFs, separately managed accounts, and select alternatives.

Vincent Hulme is a financial advisor with Equitable Advisors in Boca Raton, FL, holding Series 63 and Series 65 licenses and five years of industry experience. His previous roles include positions at Valic Financial Advisors and Northwestern Mutual. Outside of his advisory work, he serves as an assistant football coach at Boca Christian High School, coaching the offensive and defensive lines. 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 broad network of Investment Adviser Representatives and third-party program sponsors.

Philippe Bastide is a financial advisor with Equitable Advisors in New York, NY, holding Series 63 and Series 66 credentials and nine years of industry experience. His background includes roles at AXA Advisors and Strategic Financial Solutions, as well as involvement with the New York Greater Councils of the Boy Scouts of America. 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 various asset-management programs through a network of Investment Adviser Representatives. The firm utilizes third-party program sponsors and TAMPs for many advisory models and provides ERISA fiduciary services to qualified plans.

Nicholas Bowar is a financial advisor with Equitable Advisors in Bellevue, WA, holding a Series 66 designation and two years of industry experience. Prior to joining Equitable Advisors, he worked at Engel & Voelkers Kirkland and Summit at Snoqualmie. Outside of advising, he is involved in family property management and is a partner in an LLC that ships products through Amazon. 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. The firm implements client solutions through its network of Investment Adviser Representatives and third-party asset managers, covering mutual funds, ETFs, separately managed accounts, and select alternative investments.

Joseph Silveri is a financial advisor at Equitable Advisors based in Grand Rapids, MI. He holds a Series 66 designation and joined the firm in 2026. Prior to this role, he has experience working with organizations such as Textron Inc., Michigan State University, and Alliance Beverage Distributing. Equitable Advisors serves a range of clients 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 and relies on third-party program sponsors for many advisory models.

Sung Cho is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Equitable Advisors since 1999, including time at its predecessor, AXA Advisors, LLC. Outside of advisory work, Cho is involved in health insurance activities with Oxford Health Blue Cross Blue Shield and United Health. 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 programs. The firm employs a range of advisory models implemented through third-party managers and LPL programs, offering diversified investment solutions that include mutual funds, ETFs, separately managed accounts, and alternative investments.

Matthew Lammers is a financial advisor with Equitable Advisors, holding a Series 66 designation and possessing 11 years of industry experience. He has worked at Equitable Advisors since 2015 and is also involved with Zeutenhorst Financial Inc. Outside of advisory work, he serves in a financial leadership role at Peace Lutheran Church in Sioux Center, IA, and operates as a consultant for a salvage yard. 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 its services through a network of Investment Adviser Representatives and utilizes third-party asset managers and various advisory programs for investment implementation.