Daniel Venegas is a financial advisor with Equitable Advisors in Irvine, CA, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, his work history includes roles at Capstone Partners Financial & Insurance Services and Lendistry. Outside of his advisory work, he is the founder and organizer of the Business & Bullets Gun Club in Newport Beach and co-manages recurring networking events for the Cigar Night Business Mixer Group. Equitable Advisors serves a range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives and third-party asset managers.

Chad Chesnut is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 credentials and bringing 12 years of industry experience. He has worked at Equitable Advisors since 2017 and previously was with ScottTrade from 2013 to 2017. Outside of his advisory role, Chesnut owns and operates Ethereal Lavender & Ranch, a lavender farm in Lonedell, Missouri. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and various asset management programs through a network of Investment Adviser Representatives. The firm utilizes both proprietary and third-party programs to deliver advisory services and provides ERISA fiduciary services to qualified plans.

Scott Hernandez is a financial advisor with Equitable Advisors in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has been with Equitable Advisors since 2014, previously associated with Axa Advisors, LLC. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm provides financial planning, retirement plan consulting, and a range of asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party advisory solutions.

Shane Mccormick is a CFP® professional with 24 years of industry experience, currently serving at Equitable Advisors since 2002. He previously worked with Axa Advisors, LLC for 18 years. Outside of his advisory role, he is a member of the homeowners association for The Links at Port Royal in Hilton Head, SC. 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 network of Investment Adviser Representatives and offers a variety of advisory programs through both proprietary and third-party managers.

David Binns Loveman is a Series 66 licensed financial advisor with Equitable Advisors in Roanoke, VA, where he has worked since 2005. He has 20 years of industry experience, including prior work at AXA Advisors. Outside of his advisory role, he is a partner in SMSD LLC, which supports the functioning of a DBA approved by Equitable Advisors, and he also serves as an administrator or executor of estates and trusts. 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 delivers advice through a network of Investment Adviser Representatives, utilizing various firm-offered programs and third-party asset managers.

Benjamin Turman is a financial advisor at Equitable Advisors with three years of industry experience. He holds a Series 66 designation and has previously worked at Publix and Mercantile (Foode). Turman studied at The College of William and Mary and also spent a decade at Fredericksburg Academy. Equitable Advisors serves individuals, retirement plans, corporations, and charitable organizations by providing financial planning, retirement consulting, and asset management programs. The firm uses a range of advisory models and third-party managers to deliver tailored investment solutions.

Andrew Langus is a financial advisor with Equitable Advisors in Boca Raton, FL, holding Series 63 and Series 65 credentials and over 24 years of industry experience. He has been with Equitable Advisors and its predecessor AXA Advisors since 2000. Outside of his advisory role, Langus is a Certified Public Accountant and provides accounting and tax return services to clients. Equitable Advisors serves a wide 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, utilizing both proprietary and third-party advisory solutions.

Deborah Smith is a Series 66 licensed financial advisor with one year of industry experience, currently working at Equitable Advisors in Rochester, NY. Her prior work includes positions at Levene, Gouldin & Thompson, LLP, and operating Rochester Dog Walkers, LLC. She serves as a trustee and holds power of attorney roles for an immediate family trust. 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 and third-party asset managers.

Scott Stasik is a Series 66-licensed financial advisor with Equitable Advisors in Saginaw, Michigan, where he has worked since 2000. He has 26 years of industry experience, with prior work at Axa Advisors. Outside of his advisory role, he serves as treasurer for the Lady Hawks softball organization. Equitable Advisors provides financial planning, retirement consulting, and asset management services to individuals, pension plans, corporations, and nonprofit clients through a network of Investment Adviser Representatives. The firm utilizes a variety of third-party advisory models and offers ERISA fiduciary services, focusing on tailored investment solutions without sponsoring its own wrap fee program.

Michael Maggiore is a financial advisor at Equitable Advisors with 18 years of industry experience. He holds the Series 66 designation and has been with Equitable Advisors since 2008, including its predecessor Axa Advisors, LLC. Outside of his advisory role, Maggiore is involved in real estate development as a partner in Green Street, LLC and Ascendancy Holdings LLC, and serves as an officer and treasurer for a local homeowner's association in Naples, FL. Equitable Advisors provides financial planning, retirement consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of advisory models, including third-party programs and discretionary management, covering mutual funds, ETFs, separately managed accounts, and select alternative investments.

Douglas Teller is a Series 66-credentialed financial advisor with Equitable Advisors, where he has worked since 2016. He has a total of 10 years of industry experience and previously worked at Axa Advisors, LLC. Outside of his financial advisory role, Teller serves as a part-time police officer for the Manasquan Police Department and is a basketball supervisor for the Wall Township Recreation Department. 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 consulting, and various asset management programs through a network of advisors, utilizing a combination of firm-offered and third-party investment models.

Aaron Haynes is a financial advisor with Equitable Advisors in Colorado Springs, CO, holding a Series 66 designation and 26 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 2000. Equitable Advisors serves a broad client base including individual investors, 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 programs and third-party asset managers.

Jamie Solis is a financial advisor with Equitable Advisors in Corpus Christi, TX, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he worked at Waddell & Reed and has served as a notary public since 2023. Outside of his advisory role, he is involved with the PWG Partners Foundation as Executive Chair and serves as Community Service Chair for the Young Professionals of the Coastal Bend. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individual clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes third-party program sponsors and offers a range of investment solutions including mutual funds, ETFs, and alternative investments.

Aiden Simons is a financial advisor at Equitable Advisors in Walnut Creek, CA, holding a Series 66 designation with one year of industry experience. Prior to joining Equitable Advisors, he was employed at Capital Insurance Group and has experience working with organizations such as Kidz Love Soccer and University of Nevada Reno. 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 programs through a network of Investment Adviser Representatives and third-party asset managers.

Carlos Rodriguez is a financial advisor at Equitable Advisors with two years of industry experience. He holds a Series 66 designation and has previously worked at HSBC USA NA and JPMorgan Chase. 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 and third-party managers.

Maxwell Boyd is a financial advisor with Equitable Advisors, holding a Series 66 designation and 21 years of industry experience. He has been with Equitable Advisors since 2004, including its predecessor Axa Advisors. Outside of his advisory work, Boyd is involved in managing investment properties through Boyd Investment Group, LLC. Equitable Advisors serves individuals across a range of wealth levels, as well as institutional clients, providing financial planning, retirement plan consulting, and asset-management programs. The firm utilizes both proprietary and third-party investment models and offers ERISA fiduciary services through a network of Investment Adviser Representatives.

Amy Winfrey is a financial advisor with Equitable Advisors in Edwardsville, IL, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has worked with Equitable Advisors since 2008 and previously held positions at Axa Advisors, LLC and Stifel. Outside of advising, she participates in market research activities on a monthly basis. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management services. The firm offers a range of investment programs and fiduciary services, leveraging both proprietary and third-party solutions without sponsoring its own wrap fee program.

Jason Brown is a financial advisor with Equitable Advisors in Charlotte, NC, holding a Series 66 designation and 13 years of industry experience. His work history includes roles at Equitable Distributors, LLC, AXA Distributors, LLC, Axa Advisors LLC, and Capital Guardian, LLC. 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 both proprietary and third-party advisory models and provides ERISA fiduciary services through credentialed representatives.

Ryan Thrasher is a financial advisor with Equitable Advisors in Salt Lake City, UT. He holds Series 63 and Series 66 licenses and has one year of industry experience. Prior to joining Equitable Advisors, he worked at Fidelity Investments and was involved with Adult Protective Services. Outside of his advisory work, he operates an eBay business called Guppayyyy. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, plans, corporations, and institutional clients. The firm utilizes a range of advisory programs implemented through third-party managers and focuses on matching clients to programs based on personal information and risk tolerance.

Misty Jones is a Series 66-registered financial advisor with Equitable Advisors, based in San Antonio, TX, and has one year of industry experience. Her prior work includes self-employment in childcare and roles at Texas A&M University and Palo Alto College. Equitable Advisors serves individual clients, retirement plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party managers. The firm offers a range of advisory models and ERISA fiduciary services, utilizing mutual funds, ETFs, separately managed accounts, and select alternative investments.