Rolando Parsley is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 registrations and seven years of industry experience. His prior work includes roles at Chase Investment Services Corp. and Citigroup Global Markets. He is also the owner of Parsley Holdings LLC, operating under the name Herd Tactical, a non-investment-related business. Equitable Advisors serves individuals across wealth levels, 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 information and risk tolerance to match clients with suitable program models or discretionary managers, often utilizing third-party advisory platforms.

Philip Arcilesi is a financial advisor at Equitable Advisors with three years of industry experience. He holds a Series 66 designation and previously worked at Commerzbank AG and Citigroup. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by offering financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm utilizes a variety of third-party asset managers and advisory programs, providing services across mutual funds, ETFs, separately managed accounts, and select alternative investments.

Christopher Lee is a financial advisor at Equitable Advisors with one year of industry experience. He holds the Series 66 designation and has previously worked in roles at Uber Eats, San Sushi, Amazon, Cafe Patio, KPB Asian Bistro, and DoorDash. 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. The firm utilizes third-party asset managers and advisory platforms to implement customized investment models and fiduciary services.

Thomas Shopa Jr. is a financial advisor with Equitable Advisors, holding the Series 66 designation and 26 years of industry experience. His career includes tenure at Lincoln Financial Advisors Corp and Equitable Advisors, LLC. He serves as trustee of the Thomas J Shopa Irrevocable Life Insurance Trust. 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 uses a variety of advisory models and third-party asset managers to tailor solutions across mutual funds, ETFs, separately managed accounts, and select alternative investments.

David Lyle is a financial advisor with Equitable Advisors in Parkersburg, WV, holding a Series 66 designation and six years of industry experience. His prior roles include work at Robert Morris University and various positions in service and delivery companies. He also operated Lyle Enterprise from 2019 to 2020. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, corporations, pension plans, and charitable organizations. The firm delivers advice through a network of Investment Adviser Representatives and utilizes both proprietary and third-party asset management programs.

Carmine Anzalone III is a financial advisor with Equitable Advisors in Woodbridge, NJ, holding a Series 66 designation and 24 years of industry experience. He has been with Equitable Advisors since 2002, including its predecessor Axa Advisors. Outside of his advisory role, he also serves as a New Jersey State Pension Consultant, assisting state employees with pension and retirement planning. 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 asset management programs through a network of Investment Adviser Representatives. The firm utilizes a variety of third-party advisory models and provides ERISA fiduciary services, without sponsoring its own wrap fee program, relying on affiliations with third-party program sponsors and asset managers.

Keith Dewey is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He worked at various Prudential entities from 2001 to 2020 before joining Equitable Advisors in 2020. Dewey serves as an Honorary Commander at Joint Base McGuire-Dix-Lakehurst, a role involving community engagement unrelated to investment advising. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a range of advisory programs and third-party managers to tailor investment solutions, operating without its own wrap fee program and maintaining affiliations with multiple asset managers and an insurance distribution affiliate.

Jeffrey Collins is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and offering 34 years of industry experience. He has been with Equitable Advisors since 1999 and previously associated with AXA Advisors, LLC. Collins also operates a separate business under the name Legacy Wealth Strategies. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and a variety of asset-management programs, using both proprietary tools and third-party managed account platforms.

James Fesperman is a financial advisor at Equitable Advisors with nine years of industry experience. His prior roles include positions at J.P. Morgan Securities and Wells Fargo Mortgage. Outside of financial services, he is a managing member of Rising Sun Home Care, LLC, an assisted living and home care business. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, institutions, and charitable organizations. The firm matches clients to program models or discretionary managers, utilizing both proprietary and third-party solutions to deliver tailored investment advisory services.

Esther Dunigan is a financial advisor with Equitable Advisors based in Irvine, CA, holding a Series 66 designation and 11 years of industry experience. She has been with Equitable Advisors since 2015 and previously affiliated with AXA Advisors LLC. Outside of financial advising, she is a co-owner of Dunigan Creative, a photography and art design business. 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, using a variety of third-party asset managers and advisory platforms.

Daniel Cotter is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and possessing 37 years of industry experience. His prior firms include Rehmann Wealth, Waterstone Financial Group, and WS Griffith Securities. Outside of his advisory work, he serves as a board member for the Notre Dame Club of Cleveland and the Community West Foundation. Equitable Advisors provides financial planning, retirement consulting, and asset-management programs to individuals, pension plans, corporations, and charitable organizations. The firm’s approach includes assessing client risk tolerance and utilizing a range of advisory models, delivered primarily through third-party asset managers and firm-sponsored programs.

John Mckinnon is a CFP® professional with 36 years of industry experience, currently serving at Equitable Advisors since 2024. His prior roles include positions at Lincoln Financial Advisors Corporation, LPL Financial, and Wells Fargo Investments. He is also an independent insurance agent. Equitable Advisors serves a wide range of clients, 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. The firm uses various advisory models, often delivered via third-party managers and programs, and offers ERISA fiduciary services for qualified plans.

Michael Quiring is a Series 66 licensed financial advisor with Equitable Advisors in Independence, Ohio, and has six years of industry experience. His professional background includes work at Equitable Advisors since 2020, along with roles at Boyerts Greenhouse and Baldwin Wallace University. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm utilizes a range of third-party asset managers and advisory platforms and provides ERISA fiduciary services to qualified plans.

Katherine Carlson is a financial advisor at Equitable Advisors with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Mass Mutual Investors Services, MetLife Investment Fund Services, and Baystate Financial. Outside of her advisory role, she serves as president of the Northwood Historical Society, where she oversees board meetings and helps organize community programs. Equitable Advisors serves a wide range of clients, from individuals to corporations and charitable organizations, offering financial planning, retirement consulting, and asset-management programs. The firm’s approach involves assessing client information and risk tolerance to match them with appropriate investment models, including third-party and proprietary solutions.

Hamza Jannane is a financial advisor at Equitable Advisors with two years of industry experience and holds the Series 66 designation. His prior work includes roles at T3 Trading Group LLC and HYJ Top Limo. Outside of his financial advisory work, he has also worked as an Uber driver. 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 offers a variety of advisory programs through its network of representatives, utilizing both proprietary and third-party investment solutions.

Sidney Sall is a financial advisor with Equitable Advisors in San Francisco, holding a Series 65 designation and having 53 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Outside of his advisory work, he participates in community fundraising for LifeHouse Agency, which supports the developmentally disabled, and is involved in charitable planning with Temple Rodef Shalom. Equitable Advisors serves a broad range of clients including individuals across wealth levels, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset management programs, often utilizing third-party asset managers and advisory platforms.

David Walker is a financial advisor at Equitable Advisors with 45 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Outside of his advisory role, he serves as President of the Grace Community Center Board of Directors and holds several volunteer and leadership positions in local organizations, including the Sylvania United Church of Christ and the Lucas County Board of Elections. 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 and works with third-party asset managers, focusing on personalized client assessments and matching clients to appropriate investment models.

Daniel Sawyer is a financial advisor with Equitable Advisors in Bellevue, WA, holding a Series 66 designation and 23 years of industry experience. He has worked at Equitable Advisors since 2003, including its predecessor AXA Advisors. Sawyer serves as a trustee to the Sawyer Family estate. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm utilizes a variety of advisory models and third-party asset managers to tailor investment solutions, offering services that include mutual funds, ETFs, separately managed accounts, and ERISA fiduciary services.

Mateo Enferri 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 held positions at CUNY, Williamsburg Soccer Club, and a New Events Marketing Firm, among others. 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 through a network of Investment Adviser Representatives and third-party asset managers.

Christopher Howard is a CFP® and CFA® with 16 years of experience in financial advising. He currently works at Equitable Advisors and previously spent 16 years at Stifel Independent Advisors. Outside of his advisory role, he is a partner in Community Financial Management, LLC, which provides tax preparation and accounting services. 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 and third-party managers.