Sasha Dietsche is a financial advisor with Equitable Advisors, holding a Series 66 license and 11 years of industry experience. Prior to joining Equitable Advisors in 2023, Dietsche worked at Wells Fargo Clearing Services LLC and WELLS FARGO Advisors, LLC. Outside of advisory work, Dietsche is involved in sales with Paperpie in Tulsa, Oklahoma. 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 both proprietary and third-party investment solutions.

Brett Basarab is a financial advisor with Equitable Advisors in Woodbridge, NJ. He holds a Series 66 designation and began his advisory career in 2026. Prior to entering the financial industry, his work experience includes positions at Meadowbrook Country Day Camp and Cedar Hill Golf and Country Club. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and asset management programs. The firm emphasizes risk assessment and matching clients to advisory models or discretionary managers, utilizing both proprietary and third-party investment solutions.

John Thackray is a financial advisor with Equitable Advisors in Bellevue, WA, holding Series 63 and Series 66 licenses and five years of industry experience. He has been with Equitable Advisors since 2020. Outside of his advisory work, he is associated with Retirement Path Advisors. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other 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 and uses both firm-offered and third-party advisory programs.

Ariel Meredith is a financial advisor with Equitable Advisors, holding a Series 66 designation and four years of industry experience. Prior to joining Equitable Advisors in 2022, Meredith worked in dental hygiene and consulting roles, including as a registered dental hygienist and in various positions within the dental field. Outside of finance, Meredith is employed as a waitress at a Philadelphia restaurant. 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 asset management services through a network of Investment Adviser Representatives and leverages third-party asset managers and advisory programs for client portfolios.

Donald Marvel is a financial advisor with Equitable Advisors in Basking Ridge, NJ, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. He has worked at Equitable Advisors and its predecessor entity Axa Advisors since 1999. Outside of advisory services, he is involved in other outside insurance business activities. 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 through a network of Investment Adviser Representatives. The firm employs a variety of advisory programs and third-party asset managers to match clients with appropriate investment solutions.

Andrew Tart is a financial advisor with Equitable Advisors in New York, NY, holding a Series 66 designation. He has been with Equitable Advisors since 2026. His prior roles include positions at Natureza Growth Partners and Harbour Asset Private Wealth, as well as experience in academia at Bucknell University and the University of Technology Sydney. Equitable Advisors serves a broad client base including individuals, retirement plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and referrals to third-party managers.

Brandon Brocato is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and five years of industry experience. His prior work includes positions at the University of Missouri and a role at Willies Pub & Pool. Outside of advisory work, he is involved as an independent service provider for FedEx through his company, Brandon Matthew Inc. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs. The firm’s approach centers on assessing client information and risk tolerance to align clients with various advisory models, including third-party and firm-offered programs.

Mitchell Pearson is a financial advisor with Equitable Advisors in Melville, NY, holding a Series 66 designation and 18 years of industry experience. He has worked with Equitable Advisors since 2007 and previously with AXA Advisors, LLC. Outside of his advisory role, he is a partner at Equinox Financial Partners LLC. Equitable Advisors serves a range of clients including 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 and third-party asset managers to tailor solutions based on client needs and risk tolerance.

Alyssa Potts is a financial advisor at Equitable Advisors in Raleigh, NC, holding a Series 66 designation with less than one year of industry experience. Her prior work experience includes roles in the United States Navy, retail, and the hospitality sectors. Equitable Advisors serves a broad range of clients, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and various asset management programs. The firm utilizes a network of Investment Adviser Representatives to deliver customized investment solutions, often implementing models through third-party managers and providing fiduciary services to qualified plans.

Eric Scandurra is a financial advisor with Equitable Advisors based in New York, NY, holding Series 63 and Series 66 licenses and seven years of industry experience. His career includes positions at AXA Advisors LLC and Columbia. 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 network of Investment Adviser Representatives and third-party asset managers. The firm emphasizes personalized risk assessment and employs various advisory models, including firm-sponsored and third-party programs.

Terrence Klein is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has been with Equitable Advisors since 2014, including its predecessor AXA Advisors, LLC. 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 various asset-management programs through a network of Investment Adviser Representatives, utilizing both firm-offered and third-party advisory programs.

Jacob Schwartz is a financial advisor at Equitable Advisors in Wichita, KS, holding a Series 66 credential. He has one year of advisory experience and previously worked at Strategic Resources Inc., Magellan Health, Verizon, and served 11 years in the Kansas Air National Guard. He also operates Schwartz Trading LLC, an independent business activity. 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’s approach includes matching clients to program models or discretionary managers, utilizing third-party asset managers and LPL-sponsored advisory programs.

Nicholas Pluemer is a financial advisor at Equitable Advisors with a Series 66 designation and less than one year of industry experience. His prior roles include positions at JP Morgan Chase & Co., the Wisconsin Army National Guard, and involvement with FOCUS Catholic. Equitable Advisors provides financial planning, retirement consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a network of Investment Adviser Representatives and partners with third-party asset managers and advisory programs to deliver customized investment solutions.

Jay Oh is a financial advisor with Equitable Advisors in Los Angeles, CA, holding a Series 66 designation and 25 years of industry experience. He has worked with Equitable Advisors since 2001 and was affiliated with Axa Advisors, LLC from 2001 to 2020. Outside of his advisory role, he is involved in an outside fixed business. 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 asset managers to deliver tailored investment solutions without sponsoring its own wrap fee program or advertising hypothetical performance.

Anne Briggs is a financial advisor at Equitable Advisors with 30 years of industry experience. She has held positions at Equitable Advisors since 1999 and previously worked at AXA Advisors, LLC. Her credentials include Series 63 and Series 65 licenses. Outside of her advisory role, she has activities involving various outside insurance companies. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients 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 both proprietary and third-party solutions through a network of Investment Adviser Representatives.

Zachary Gil is a financial advisor with Equitable Advisors, holding a Series 66 designation and bringing two years of industry experience. Before joining Equitable Advisors in 2023, his work history includes roles at Lowe's Home Improvement, 1 Block Bros, and the University of Washington. He is a beneficiary on his parents' insurance policies. 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 both firm-offered and third-party advisory solutions.

Adam Fabozzi is a financial advisor with Equitable Advisors in Williamsville, NY, holding Series 63 and Series 65 licenses and six years of industry experience. Prior to joining Equitable Advisors in 2020, he worked at Northwestern Mutual and Cellular Sales of Knoxville Inc. He is also the owner of My City My Secret, a business he has operated since 2010. 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 through a network of Investment Adviser Representatives. The firm utilizes third-party advisory models and offers ERISA fiduciary services to qualified plans.

Laura Ottesen is a financial advisor at Equitable Advisors in Scottsdale, AZ, holding a Series 66 designation. She has one year of industry experience and joined Equitable Advisors in 2026. Her prior roles include positions at Equity Methods, Abstrakt Marketing Group, and various educational institutions including the University of Arizona and Xavier College Preparatory. Equitable Advisors serves individual and institutional clients by providing financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives. The firm utilizes third-party asset managers and sponsored advisory programs to deliver tailored investment solutions.

Eric Schwartz is a financial advisor with Equitable Advisors in Saddle Brook, NJ, holding a Series 66 credential and 23 years of industry experience. He has been with Equitable Advisors since 2002 and previously worked at Axa Advisors, LLC. Outside of his advisory work, he is involved with UAAD Hanabonim of Queens, where he was active for 25 years. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management. The firm uses a range of advisory models, often implemented through third-party managers, and provides ERISA fiduciary services to qualified plans.

Zachary Tuss is a financial advisor with Equitable Advisors in Bellevue, WA, holding a Series 66 designation and three years of industry experience. Prior to his current role at Equitable Advisors, he has been involved as a baseball coach with EL1 Sports since 2022 and has experience with the City of Bellevue Parks Department. He also has an ongoing affiliation with Carroll University dating back eight years. 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 information and risk tolerance to match clients with appropriate advisory programs, utilizing both proprietary and third-party investment solutions.