Jonathan Daniels is a CFP® with 16 years of industry experience, currently advising at Equitable Advisors since 2026. He previously worked for Stifel Independent Advisors, LLC and STIFEL between 2010 and 2026. Outside of advisory services, Daniels is involved with a community tax accounting business. 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 utilizes a mix of firm-offered and third-party advisory models, covering various investment products and offering ERISA fiduciary services.

Conor Naughton is a financial advisor with Equitable Advisors in San Francisco, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Equitable Advisors, he worked in various roles including positions at Ace Parking, Propark Inc, and Jeff Duerson Staffing, as well as experience in education at San Francisco State University, El Toro High School, and Serrano Middle School. Outside of his advisory work, he has been involved with a pet grooming business. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party solutions.

John Bartleson is a financial advisor with Equitable Advisors in New York, NY. He holds a Series 66 designation and has one year of industry experience. Prior to joining Equitable Advisors, he worked at T3 Trading Group and has been involved with Jared Dietch Music Matters since 2024. He also has over a decade of experience as a self-employed professional. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations with financial planning, retirement plan consulting, and asset management programs. The firm employs a range of advisory models implemented through third-party sponsors and provides ERISA fiduciary services to qualified plans.

Clay Knuth is a Series 66-licensed financial advisor with 13 years of industry experience. He has been with Equitable Advisors since 2013, following a period at Axa Advisors. Based in Tampa, FL, he has worked exclusively within these affiliated firms throughout his career. 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 risk assessment and matching clients to suitable investment models.

Jerry Cox is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Equitable Advisors since 2001, following a prior tenure at AXA Advisors. Outside of his advisory role, he serves on the board and finance committee of Passion Community Church. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individual, institutional, and charitable clients. The firm’s approach includes matching clients to various investment models and third-party advisory programs, offering a range of mutual funds, ETFs, separately managed accounts, and select alternative investments.

Anthony Mariani is a financial advisor with Equitable Advisors in Northbrook, IL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Equitable Advisors and its predecessor, Axa Advisors, LLC, since 1999. Outside of his advisory role, he operates an outside insurance brokerage through INFINITY STRATEGIC PARTNERS, 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 asset-management programs, utilizing various third-party advisory models and providing ERISA fiduciary services through credentialed representatives.

Deborah Brent is a financial advisor with Equitable Advisors in Pittsburgh, PA, holding a Series 66 designation and 19 years of industry experience. Her prior work includes roles at Motif Investing, Wells Fargo Clearing, and Citigroup Global Markets. 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 program sponsors.

Eric Ebisch is a financial advisor with Equitable Advisors in Woodbridge, NJ. He holds a Series 66 designation and has recently begun his career in the financial services industry. Prior to joining Equitable Advisors, his work history includes roles at Johnston & Murphy, R.I.C.H. Planning, and involvement with United Way of Passaic County. He has also been active in college athletics and student affairs at Ramapo College of New Jersey. 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 a variety of third-party advisory programs to deliver tailored investment solutions.

Lawrence Mantle is a financial advisor with Equitable Advisors in New Hartford, NY, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party asset managers.

Alex Kim is a Series 66 licensed financial advisor with one year of industry experience, currently with Equitable Advisors in Melville, NY. His prior experience includes roles at Northwestern Mutual, Samsung Electronics of America, and Drexel Hamilton, LLC. 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 through a network of Investment Adviser Representatives. The firm utilizes a variety of third-party advisory models and offers ERISA fiduciary services to qualified plans.

John Cicala III is a financial advisor with Equitable Advisors in Toms River, NJ, holding Series 63 and Series 66 licenses and 27 years of industry experience. He has been with Equitable Advisors since 1999, including time when the firm operated as AXA Advisors. Equitable Advisors serves individuals, 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 advisory models and services.

Victoria Yates is a financial advisor with Equitable Advisors in Troy, MI. She holds a Series 66 designation and has been with Equitable Advisors since 2026. Prior to joining the firm, she worked at Daniel Snow Tax Company and has been involved with Saylor's Front Street Pizzeria since 2022. 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 asset-management programs through a network of Investment Adviser Representatives and third-party sponsors.

Francis Popernik is a financial advisor with Equitable Advisors and holds a Series 66 designation. He has one year of industry experience, including prior roles at Benefit Plan Administrators of Eau Claire and R. Popernik Co, Inc. 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 through a network of Investment Adviser Representatives. The firm utilizes both proprietary and third-party investment models and offers ERISA fiduciary services to qualified plans.

Timothy Harley is a financial advisor with Equitable Advisors in Naples, FL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at Royal Alliance Associates, Inc. and American Portfolios Financial Services, Inc. Outside of his advisory work, he owns TJH Group Ltd., a life insurance business. 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 utilizes third-party asset managers and advisory models and provides ERISA fiduciary services while not sponsoring its own wrap fee program.

Rayce Hoepker is a CFP® with five years of industry experience, currently serving as a financial advisor at Equitable Advisors since 2020. Prior to this role, he held positions in various sectors including education and retail. Outside of his advisory work, he is co-owner of a small business, Reflection Financial Strategies ICT, LLC. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, corporations, and institutional clients, utilizing a broad network of Investment Adviser Representatives and third-party program sponsors.

Jerry Sowell III is a CFP® professional with eight years of experience, currently serving with Equitable Advisors since 2017. He previously worked at Trustmark National Bank for ten years and at Axa Advisors from 2017 to 2020. Sowell is a member of the Panama City Kiwanis Club and serves on the board of the Gulf Coast State College Foundation, where he participates in scholarship and finance committees. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, institutional clients, and charitable organizations. The firm’s approach involves risk assessment and matching clients to appropriate investment programs, utilizing both proprietary and third-party asset management solutions.

Heather West is a Series 66-licensed financial advisor with Equitable Advisors in Bellevue, WA, where she has worked since 2004. She has 24 years of industry experience, including a prior position at Merrill from 2001 to 2002. Equitable Advisors serves individual clients across a broad wealth spectrum, as well as 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 proprietary and third-party investment solutions.

Amy Burg is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and 29 years of industry experience. She has worked with Equitable Advisors since 1999 and was previously affiliated with Axa Advisors, LLC. Beyond her advisory role, she is a 50% owner and chief manager of Falcon Properties, LLC, overseeing its monthly operations. 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 proprietary and third-party investment solutions.

Branden Doherty is a financial advisor at Equitable Advisors with one year of industry experience. He holds the Series 66 designation and has previously worked at MassMutual Life Insurance Co, Thrivent Investment Management, and has held roles outside finance including at LifeTime Fitness and Northampton Country Club. He also has experience working in education and retail sectors. 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. The firm utilizes a variety of advisory models and third-party asset managers, offering access to mutual funds, ETFs, separately managed accounts, and select alternative investments.

Thomas Voorhees is a financial advisor with Equitable Advisors in Sioux Falls, SD, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Equitable Advisors since 1999, including its predecessor Axa Advisors, LLC. Outside of his advising role, Voorhees is a network member of the National VOAD South Dakota chapter. Equitable Advisors serves individuals across the wealth spectrum, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and asset-management programs. The firm delivers advice through a broad network of Investment Adviser Representatives and emphasizes third-party program models and discretionary management within its service offerings.