Michele Page is a financial advisor with Equitable Advisors in Roanoke, VA, holding a Series 66 designation and seven years of industry experience. Her prior work includes roles at Truist Advisory Services and Ayers Financial Services. Equitable Advisors serves a broad range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm relies on a network of Investment Adviser Representatives and third-party managers to deliver personalized investment solutions across mutual funds, ETFs, separately managed accounts, and select alternative investments.

Braydon May is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. His prior work includes roles at Ascent Financial and UPMC, as well as positions outside the financial sector at Door Dash and in academia at the Indiana University of Pennsylvania and the University of Tampa. 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 advisory models and investment options.

Jordan Braverman is a financial advisor with Equitable Advisors in Columbia, MD, holding a Series 66 designation and entering his first year in the industry. His prior experience includes positions at James Madison University and involvement with La Food Marketa. 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. The firm employs a network of Investment Adviser Representatives and offers access to both firm-offered and third-party advisory programs.

Brooks Flick is a financial advisor at Equitable Advisors with one year of industry experience. He holds a Series 66 designation and previously worked at Target for five years. Outside of advising, he is a personal trainer at Parkside Fitness, where he works approximately four hours weekly. Equitable Advisors serves individuals, 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 third-party advisory platforms and discretionary managers to tailor investment solutions and provides ERISA fiduciary services to qualified plans.

James Defelice is a financial advisor at Equitable Advisors in New York, NY, with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Equitable Advisors since 2015, previously working at Axa Advisors, LLC. Equitable Advisors serves individual clients, 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 offers a combination of in-house and third-party advisory solutions and focuses on matching clients to appropriate investment models or discretionary managers.

George Michael Passas is a financial advisor at Equitable Advisors with 10 years of industry experience. He holds the Series 66 designation and previously worked at MML Investors Services and Massmutual. He is also involved in the sale of fixed insurance products with outside carriers. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charities, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives, utilizing a variety of third-party programs and proprietary investment solutions.

Robert De George is a financial advisor with Equitable Advisors in Secaucus, NJ, holding Series 63 and Series 66 licenses and nine years of industry experience. He has been with Equitable Advisors since 2016 and previously worked at Axa Advisors, LLC. Equitable Advisors serves individuals 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 through a network of Investment Adviser Representatives, utilizing both proprietary and third-party solutions.

Shanna Strickland is a financial advisor with Equitable Advisors in Rocky Mount, NC, holding a Series 66 designation and 17 years of industry experience. She has been with Equitable Advisors and its predecessor, Axa Advisors, since 2007. Outside of her advisory role, she serves as President of NAIFA North Carolina and is a board member of the Nash UNC Healthcare Foundation. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a variety of advisory programs and third-party managers to tailor investment solutions based on clients’ risk tolerance and goals.

Todd Smith is a financial advisor at Equitable Advisors with 35 years of industry experience. He has been with Equitable Advisors since 2001 and previously worked at Axa Advisors, LLC. His credentials include Series 63 and Series 65 licenses. Outside of his advisory role, he is involved in an additional insurance business. 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 employs a model-based approach utilizing third-party asset managers and advisory programs, providing services across mutual funds, ETFs, separately managed accounts, and select alternative investments.

Bradley Graden is a financial advisor at Equitable Advisors in Carmel, IN, holding a Series 66 credential. He has recently started his advisory career following prior roles in education and banking, including positions at Central Noble Community School Corporation and The Campbell & Fetter Bank. Equitable Advisors serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes third-party advisory programs and offers a range of investment options including mutual funds, ETFs, and alternative investments.

Lukas Gately is a financial advisor at Equitable Advisors with four years of industry experience. He holds the Series 66 designation and has worked at Equitable Advisors since 2022. Prior to this, he has held roles at Doordash, Chris Happel & Associates, and Denison University. He also serves as executor of his father's trust. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm delivers its services through a network of Investment Adviser Representatives and utilizes both proprietary and third-party investment programs.

James Tennyson is a financial advisor with Equitable Advisors in St. Charles, MO, holding Series 63 and Series 65 credentials and 31 years of industry experience. He has been with Equitable Advisors and its predecessor AXA Advisors since 1999. Outside of his advisory work, he is the owner of Tennyson Farms and serves as a trustee authorized to make trades for his father's estate. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients, offering financial planning, retirement plan consulting, and various asset-management programs delivered through a network of Investment Adviser Representatives. The firm emphasizes a client-specific approach that assesses risk tolerance and matches clients with suitable program models or discretionary managers, utilizing both proprietary and third-party asset management solutions.

Darlene Frederick is a Series 66-credentialed financial advisor with 24 years of industry experience, currently with Equitable Advisors in Grand Rapids, MI. She has been with Equitable Advisors since 2002, including its prior iteration as Axa Advisors. Outside of her advisory work, she owns a photography business. Equitable Advisors serves a diverse client base, including individuals across wealth levels, 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 and advisory programs.

Madelyn Brown is a financial advisor at Equitable Advisors with four years of industry experience. She holds a Series 66 designation and previously worked at Truist Advisory Services, Inc. before joining Equitable Advisors. 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. The firm’s approach involves tailoring advisory models and discretionary management through both firm-offered programs and third-party asset managers.

Dempsey Wheelock is a Series 66 licensed advisor with Equitable Advisors, based in Spanaway, WA, and has two years of industry experience. Prior to joining Equitable Advisors, he held various roles at Pythia International, Deseret Industries, and Brigham Young University Idaho. He serves as a director of Worldwide Charities, a foreign nonprofit corporation founded by his father. Equitable Advisors provides financial planning, retirement plan 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, and offers ERISA fiduciary services through credentialed representatives.

Joshua Jackson is a financial advisor with Equitable Advisors in Scottsdale, AZ, holding a Series 66 designation and three years of industry experience. Prior to joining Equitable Advisors in 2023, he worked for nine years with Cahokia Unit School District #187. Outside of advising, he owns Holdin' Mine Own LLC, a ticket resale and yield farming business. 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 primarily through Investment Adviser Representatives, employing various third-party advisory models and providing ERISA fiduciary services for qualified plans.

Vivek Tripathi is a financial advisor at Equitable Advisors with one year of industry experience. He holds Series 63 and Series 65 designations and previously worked at TRC Advisory. 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 network of Investment Adviser Representatives and offers a range of programs implemented through third-party asset managers and advisory platforms.

Grahm Porozni is a financial advisor with Equitable Advisors in Portland, OR, holding a Series 66 designation and over 20 years of industry experience. He has been with Equitable Advisors since 2005 and previously worked with Axa Advisors, LLC. Outside of his advisory role, he is a managing partner of Illuminate Financial Group LLC and serves as a subcommittee member for the Oregon Association of Collaborative Professionals. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and asset-management programs. The firm’s approach includes matching clients to program models or discretionary managers, utilizing third-party asset managers and delivering fiduciary services to qualified plans.

Jay Carpenter is a financial advisor at Equitable Advisors with 36 years of industry experience. He holds the CFP® and ChFC® designations and has been with Equitable Advisors since 1999. Outside of his advisory work, he manages a family-owned property near Elk Mountain Ski Resort in northeastern Pennsylvania. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm utilizes a range of third-party asset managers and advisory platforms to implement customized investment solutions.

Matthew Copland is a financial advisor with Equitable Advisors in New York, NY, holding a Series 66 designation and five years of industry experience. His prior roles include positions at KPMG International, IDB Capital Corporation, and several academic institutions. 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 and utilizes both proprietary and third-party investment solutions.