Dominick Di Benedetto is a financial advisor with Equitable Advisors in Melville, NY, holding a Series 66 designation and one year of industry experience. His prior roles include work at Kuttin Wealth Management Ameriprise Financial Services and Super Coffee. Equitable Advisors serves a wide range of clients, 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.

Daniel Maday is a financial advisor with Equitable Advisors in Charlotte, NC, holding a Series 66 designation and 23 years of industry experience. He has been with Equitable Advisors since 2002, including its predecessor Axa Advisors, and operates under the DBA Royal Financial Partners. 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 and various third-party programs.

Lisa Robinson is a financial advisor with Equitable Advisors in Orlando, FL, holding a Series 66 designation and 11 years of industry experience. She has worked at Equitable Advisors since 2015, including during its prior registration as Axa Advisors. In addition to her advisory role, she engages in outside insurance sales, primarily focusing on Medicare plan sales. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and diverse asset management programs, utilizing third-party asset managers and advisory models tailored to clients’ risk tolerance and investment needs.

James Stanton is a financial advisor at Equitable Advisors with one year of industry experience. He holds the Series 66 designation. Prior to his current role, he has experience working at Ramapo College of New Jersey and New Balance North Jersey. 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 various asset-management programs, utilizing both proprietary and third-party solutions.

John Morris is a Series 65-licensed financial advisor with Equitable Advisors in Selma, Alabama, where he has worked since 1999. He has 48 years of industry experience, including tenure at AXA Advisors. Outside of his advisory role, Morris serves as chairman of the board of trustees for Vaughan Regional Medical Center and chairman of the board of directors for Vaughan Community Health Services, both in Selma. Equitable Advisors serves a broad 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 managers.

Shannon Maguire is a financial advisor with Equitable Advisors in Bala Cynwyd, PA, holding a Series 66 designation and five years of industry experience. Prior to joining Equitable Advisors in 2021, she worked at Essent Guaranty from 2018 to 2021 and has held various positions including roles at Saint Joseph's University and several media and entertainment companies. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients, offering financial planning, retirement plan consulting, and asset-management programs delivered through a network of Investment Adviser Representatives and third-party managers.

Bryahna Stanat is an advisor with Equitable Advisors in Bala Cynwyd, PA, holding a Series 66 designation and beginning her career in financial services in 2026. Prior to joining Equitable Advisors, she held various positions including roles at J.B. Hunt Transportation Services, Inc., Pennsylvania State University, and the Lehigh Valley IronPigs. Equitable Advisors serves a broad range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and a variety of asset management programs delivered through a network of Investment Adviser Representatives and third-party asset managers.

Jonathan Gumpper is a financial advisor with Equitable Advisors in West Reading, PA, holding a Series 66 designation and eight years of industry experience. He has worked at Equitable Advisors since 2018, including prior tenure at AXA Advisors, LLC. Outside of his advisory role, he serves as an executor or trustee for several family and non-family estates and trusts. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, charitable organizations, and institutional clients. The firm’s approach includes matching clients to investment program models and third-party managers, offering a range of investment products and ERISA fiduciary services without sponsoring its own wrap fee program.

Brianna Freeman is a Series 66 licensed financial advisor with two years of industry experience, currently with Equitable Advisors in Charlotte, NC. Her prior roles include positions at Wells Fargo Clearing and entrepreneurial work with Catch'em Collectibles LLC. Equitable Advisors serves a broad client base including individuals, institutions, and charitable organizations, providing financial planning, retirement consulting, and asset management through a variety of advisory programs and third-party managers.

Atomman Kimm is a financial advisor with Equitable Advisors in Honolulu, HI, holding a Series 66 designation and eight years of industry experience. Prior to joining Equitable Advisors, he worked at AXA-Advisors, LLC, and AFlac. Outside of his advisory role, he serves as Vice-President of the Business Network International New Aloha Chapter and is a board member, team organizer, and race director for the Tradewind Cycling Team. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, institutions, and charitable organizations. The firm utilizes a range of advisory programs, including third-party managed accounts and proprietary platform offerings, serving clients across various wealth levels with a diversified investment approach.

Justin Hart is a financial advisor at Equitable Advisors with three years of industry experience. He holds the Series 66 designation and has previously worked in various roles outside of financial services, including positions at Lyft, Uber, and GrubHub. He also serves as a youth pastor for 6-12 graders at The Bridge Christiansburg - Foursquare Church. Equitable Advisors serves individual clients, including both non‑high-net-worth and high-net-worth individuals, as well as pension plans, corporations, charitable organizations, and institutional clients. The firm offers financial planning, retirement plan consulting, and a variety of asset-management programs, utilizing third-party asset managers and LPL-sponsored advisory platforms.

Vishal Patel is a financial advisor with Equitable Advisors in Irvine, CA, holding the Series 66 designation and 23 years of industry experience. He has worked at Equitable Advisors since 2003 and previously spent time at Ameriprise. Outside of his advisory role, he is also a licensed property and casualty insurance agent and serves as a trustee for his own 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 various asset management programs through a network of Investment Adviser Representatives, utilizing a combination of third-party asset managers and proprietary advisory programs.

Michael Martin is a financial advisor with Equitable Advisors, holding a Series 66 credential and eight years of industry experience. He has been with Equitable Advisors since 2018, previously working at Axa Advisors and spending time at Florida State University. 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’s approach involves assessing client information and risk tolerance to match clients with program models or discretionary managers, utilizing third-party asset managers and advisory programs.

Ronald Heath is a financial advisor with Equitable Advisors in Fort Worth, TX, holding a Series 66 designation and 24 years of industry experience. He has been with Equitable Advisors since 2002, including prior tenure with Axa Advisors. Outside of his advisory work, he operates a business under the name Seebeck & Associates and works as an Uber driver. Equitable Advisors serves individual and institutional clients, offering financial planning, retirement plan consulting, and various asset management programs. The firm utilizes a range of advisory models, including third-party TAMPs and LPL-sponsored programs, and provides ERISA fiduciary services to qualified plans through credentialed representatives.

Tracy Pesl is a financial advisor with Equitable Advisors, holding the Series 63 and Series 65 designations and bringing 25 years of industry experience. She has worked with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 2008. Outside of advising, she has served as a poll worker for Menomonee Falls. 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’s approach involves assessing client risk tolerance and matching them to advisory models or discretionary managers, utilizing both proprietary and third-party investment solutions.

Joseph Oliver is a CFP® and holds a Series 66 license with 11 years of experience in the financial services industry. He has worked at Equitable Advisors since 2026 and previously held roles at Stifel Independent Advisors, Morgan Stanley Private Bank, and Edward Jones. Equitable Advisors serves a diverse range of clients, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management. The firm utilizes various advisory programs, including third-party managed accounts and its SAM program, and delivers services through a large network of Investment Adviser Representatives.

Michael Visina is a financial advisor with Equitable Advisors in Oklahoma City, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His prior work includes roles at Axa Advisors, LLC and PRUCO Securities, LLC. Outside of his advisory work, he is involved with Freeland Insurance LLC, focusing on property and casualty insurance. 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 network of Investment Adviser Representatives and third-party managers.

Benjamin Claffee is a Series 66-licensed financial advisor at Equitable Advisors with three years of industry experience. Prior to his current role, he held various positions across different sectors including education and retail. Equitable Advisors serves individual clients ranging from non-high-net-worth to high-net-worth, as well as pension plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives and utilizes third-party advisory programs alongside their own offerings.

Jeffrey Valle is a financial advisor at Equitable Advisors in Morristown, NJ, holding Series 63 and Series 65 licenses with 33 years of industry experience. He has worked at Equitable Advisors and its predecessor AXA Advisors since 1999. He is the sole owner and managing partner of The Falcon Financial Group LLC, an outside insurance business. 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 advisory models.

Garrett Morrison is a financial advisor with Equitable Advisors in Woodbridge, NJ, holding a Series 66 designation and nine years of industry experience. He has been with Equitable Advisors since 2017 and previously worked at AXA Advisors, LLC. Outside of his advisory role, he serves as power of attorney for his mother, assisting with her financial affairs. 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 utilizes a range of advisory models implemented through both proprietary programs and third-party managers.