Emily Crouse is a financial advisor with Equitable Advisors in Los Angeles, CA. She holds a Series 66 designation and has been with Equitable Advisors since 2026. Prior to her advisory role, she has experience working with the Church of the Good Shepherd and has been involved with academic and nonprofit activities related to critical theory and social justice, as well as community theater. 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 through a range of advisory programs and third-party managers.

Noelle Ohmann is a financial advisor with Equitable Advisors in San Diego, CA, holding the Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, she worked in various customer service roles including at The Cheesecake Factory, where she continues to work as a waitress alongside her advisory career. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party asset managers.

Angelo Lagriola is a financial advisor at Equitable Advisors with three years of industry experience. He holds the Series 66 designation and previously studied at the University of Florida. Equitable Advisors serves individual and institutional clients with financial planning, retirement plan consulting, and asset management programs, utilizing a network of Investment Adviser Representatives and third-party managers to deliver a range of investment solutions.

Kenneth Park is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. His prior roles include positions at the Office of John Murayama & Jonathan Cox, One Pacific Financial Strategies, and Network Capital. Outside of finance, he worked at Nekter Juice Bar and has experience in higher education institutions. 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 through a network of Investment Adviser Representatives. The firm employs a model-based and discretionary investment approach, utilizing third-party managers and a range of investment products without sponsoring its own wrap fee program.

Blake Bachry is a financial advisor with Equitable Advisors based in Portsmouth, NH. He holds a Series 66 designation and has two years of industry experience. Outside of his advisory role, he works as an Uber driver and a busser/food runner at a local restaurant. Equitable Advisors serves a diverse client base including individuals, institutions, and charitable organizations, offering financial planning and asset-management solutions through a network of Investment Adviser Representatives and third-party program sponsors.

Brett Flodder is a CFA® charterholder with 13 years of industry experience, currently serving as a financial advisor at Equitable Advisors since 2013. He previously worked at Axa Advisors, LLC, and is a partner in Number 10 Autosport LLC, an LLC focused on owning specialty cars. 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 through a broad network of advisers and third-party asset managers.

Robert Blanchard, Jr. is a financial advisor with Equitable Advisors in Orlando, FL, holding Series 63 and Series 65 licenses and having 11 years of industry experience. He has been with Equitable Advisors since 2015 and previously worked with Axa Advisors, LLC. Outside of advisory work, he is involved in outside insurance activities. Equitable Advisors serves a wide range of clients, including individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and diverse asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party solutions.

Alfred Soricelli Jr. is a financial advisor with Equitable Advisors in Port St Lucie, FL, holding Series 63 and Series 65 licenses and having 33 years of industry experience. He has been with Equitable Advisors and its predecessor AXA Advisors since 1999. Equitable Advisors serves individual and institutional clients with financial planning, retirement plan consulting, and asset-management programs, utilizing a network of Investment Adviser Representatives and a variety of third-party and firm-offered advisory solutions.

Jordan Adner is a financial advisor with Equitable Advisors in Wellesley, MA, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Digital On Demand, Equity Industrial Partners, and Syracuse University. 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 sponsors, focusing on personalized risk assessment and tailored advisory models.

Huy Le is a financial advisor with Equitable Advisors, holding a Series 66 designation and bringing 13 years of industry experience. His prior roles include positions at Edward Jones, Newport Group, UBS Financial Services, and Merrill. Additionally, he operates Oak Capital Management, LLC and works as an independent agent focusing on fixed insurance products. 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’s approach involves assessing client information and risk tolerance to match clients with program models or discretionary managers, utilizing both proprietary and third-party solutions.

Jerome Hartl is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include nine years at Wedbush Securities Inc. and five years at Stifel. He serves as an editor and member of the review committee for the CMT Association Journal of Technical Analysis. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individual, institutional, and charitable clients. The firm utilizes a range of advisory models implemented through third-party managers and offers ERISA fiduciary services to qualified plans.

Brady Allen is a financial advisor with Equitable Advisors in Baltimore, MD, holding a Series 66 designation and one year of industry experience. His background includes roles with Stifel Independent Advisors and participation in the Fulbright Program, as well as experience in education and research-related fields. Equitable Advisors serves a diverse clientele, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and a range of asset-management programs delivered through a network of Investment Adviser Representatives and third-party asset managers.

Steven Gundrum is a financial advisor with Equitable Advisors in Deerfield, IL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Equitable Advisors and its predecessor AXA Advisors since 1999. He also serves as co-trustee for his parents' family trust. 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 delivers services through a network of Investment Adviser Representatives and offers a mix of proprietary and third-party investment solutions.

Chelsea Chiswick is a financial advisor with Equitable Advisors, holding a Series 66 designation and 10 years of industry experience. She has worked at Equitable Advisors since 2016, previously affiliated with AXA Advisors, LLC. Outside of her advisory role, she has experience working at the Flemington-Raritan Diner. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management. The firm delivers services through a network of Investment Adviser Representatives using a variety of third-party asset management programs and fiduciary services.

Brian Matz is a financial advisor with Equitable Advisors in Los Angeles, holding the Series 63 and Series 65 designations and bringing 30 years of industry experience. His prior roles include positions at LPL Financial, Wedbush Securities, and U.S. Bancorp Investments. He is also the owner of Matz Wealth Management, Inc. and serves as a trustee for a personal trust. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs. The firm leverages a network of Investment Adviser Representatives and third-party asset managers to offer customized advisory solutions without sponsoring its own wrap fee program.

Darren Telford is a financial advisor with Equitable Advisors in Oklahoma City, holding Series 63 and Series 65 licenses and bringing 43 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 volunteer treasurer for Healthy Living OKC and is a committee member at Putnam City Baptist Church. 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 programs and third-party asset managers, focusing on tailored client risk assessment and model matching, without sponsoring its own wrap fee program.

Mahul Balar is a financial advisor with Equitable Advisors in Marlboro, NJ, holding Series 63 and Series 65 designations and 19 years of industry experience. He has worked at Equitable Advisors since 2012 and previously was with Axa Advisors and Eagle Strategies. Outside of his advisory role, he participates as a member of real estate investment LLCs and spends time analyzing and investing in real estate opportunities. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm uses a variety of advisory models and third-party asset managers to deliver tailored investment solutions.

Katherine Rac is a Series 66-licensed financial advisor with Equitable Advisors in Houston, TX, where she has worked since 2009, totaling 17 years of industry experience. Prior to the firm's rebranding, she was affiliated with AXA Advisors, LLC. She serves on the board of the Harris County Domestic Violence Coordinating Council. Equitable Advisors provides financial planning and asset management services to individuals, pension plans, corporations, and charitable organizations, utilizing a network of Investment Adviser Representatives and a range of firm-offered and third-party advisory programs.

James Hachadoorian is a financial advisor with Equitable Advisors in Melville, NY, holding a Series 66 credential and one year of industry experience. Prior to joining Equitable Advisors, he worked at Northwestern Mutual and has experience with organizations such as Gift of Life and BMW. He also serves as a trustee and holds power of attorney responsibilities for family trusts. Equitable Advisors provides financial planning, retirement consulting, and asset management services to individuals, plans, corporations, and charitable organizations, utilizing a range of proprietary and third-party investment programs delivered through a large network of advisors.

Edwin Sotoquinones is a financial advisor with Equitable Advisors in Orlando, FL, holding Series 63, 65, and 66 licenses and having 27 years of industry experience. He has been with Equitable Advisors since 1999, including its prior identity as AXA Advisors. Outside of his advisory role, he is involved in auto racing as a driver team owner. 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 offers various investment options through its network of Investment Adviser Representatives and third-party asset managers, emphasizing personalized client assessment and model-based portfolio management.