Ethan King is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and two years of industry experience. His background includes service in the US Army and roles at Loyola University Chicago. Equitable Advisors serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs. The firm utilizes third-party asset managers and LPL-sponsored advisory programs to deliver its services.

Dimitrios Dickos is a financial advisor with Equitable Advisors in Pittsburgh, PA, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Upper St. Clair Rec Center, Outlier, and the University of Cincinnati Center for Entrepreneurship. Equitable Advisors serves a broad 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 and third-party asset managers.

Robert Knoll Jr. is a financial advisor with Equitable Advisors in Walnut Creek, CA, holding Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at Northwestern Mutual and Morgan Stanley. He serves as a board member of the University of Oregon Alumni Association. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, charitable organizations, and institutional clients. The firm offers a range of investment programs through a network of advisors, utilizing both proprietary and third-party solutions.

Ethan Smith is a financial advisor at Equitable Advisors in Troy, MI, holding a Series 66 designation with no prior industry experience. Before joining Equitable Advisors, he worked in various roles including at Commonwealth Financial Group and Denso Manufacturing. Outside of finance, he operates Smessco Power Washing LLC. Equitable Advisors serves a range of clients 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 and third-party managers.

Richard Lies is a financial advisor at Equitable Advisors with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Equitable Advisors, he worked in roles at Alterra Mountain Company, Gerry's Cafe, and Mount Prospect Golf Course. Lies is involved in a family-owned dental practice, Five Six Family Dental, where he provides occasional business support. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by offering financial planning, retirement plan consulting, and a variety of asset-management programs. The firm utilizes a network of Investment Adviser Representatives and combines proprietary and third-party advisory solutions without sponsoring its own wrap fee program.

Charles Rose is a financial advisor at Equitable Advisors with 53 years of industry experience. He has been with Equitable Advisors since 1999, following his time at Axa Advisors. Rose serves as a board member of Arden Theatre Co. 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 range of investment models and third-party asset managers to tailor advice and solutions.

Robert Preston is a financial advisor with Equitable Advisors in Lexington, KY, holding Series 63 and Series 65 licenses and possessing 38 years of industry experience. He has worked at Equitable Advisors since 2005 and previously held roles at AXA Advisors and Mony Securities Corporation. Outside of his advisory work, Preston is the managing partner of Pike & Preston, LLC, and is involved in life settlement sales and insurance appointments related to accidental, catastrophic illness, dental, health, vision, and term life coverage. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes a range of advisory programs and third-party asset managers, focusing on matching clients to appropriate models and discretionary managers without sponsoring its own wrap fee program.

Diane Morrison is a financial advisor with Equitable Advisors, holding a Series 66 designation and 20 years of industry experience. She previously worked at Stifel Independent Advisors, LLC for 17 years and Wells Fargo Clearing for one year. Outside of her advisory role, she is the owner and principal of Morrison Capital LLC, an entity established for tax purposes with no active business functions. 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 programs. The firm utilizes a variety of third-party advisory models and discretionary management tools, providing access to mutual funds, ETFs, separately managed accounts, and select alternative investments.

Daniel Eisenhour is a financial advisor with Equitable Advisors in Scottsdale, AZ, holding a Series 66 credential and one year of industry experience. Prior to joining Equitable Advisors in 2025, he worked at Walmart and attended Arizona State University. Outside of finance, he owns and operates Captured Marketing, LLC, a digital marketing firm specializing in SEO and advertising. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations by offering financial planning, retirement plan consulting, and asset management programs. The firm delivers services through a network of Investment Adviser Representatives and collaborates with third-party asset managers and LPL-sponsored advisory programs.

David Mack is a financial advisor with Equitable Advisors in Batavia, OH, holding a Series 66 credential and eight years of industry experience. He previously worked at Axa Advisors, LLC, and spent sixteen years at Clermont Distributing before joining Equitable Advisors in 2018. 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 emphasizes personalized client assessments and utilizes a range of third-party advisory models and products to deliver tailored investment solutions.

Phillip Panici is a financial advisor with Equitable Advisors in Portsmouth, NH, holding a Series 66 designation and seven years of industry experience. He has worked at Equitable Advisors since 2019 and previously was employed at AXA Advisors and several other firms. Outside of his advisory role, he serves as a basketball referee with IAABO Board 130. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and nonprofits. The firm utilizes various advisory models delivered through third-party sponsors and offers a range of investment options including mutual funds, ETFs, and alternative investments.

Beth Botti is a financial advisor with Equitable Advisors in Milford, CT, holding Series 63 and Series 65 credentials and 24 years of industry experience. She has been with Equitable Advisors and its predecessor Axa Advisors since 2003. Outside of her advisory role, she serves as a liaison with American Field Service, working with exchange students and their host families. Equitable Advisors serves a broad client base, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a variety of third-party and proprietary advisory programs, with an emphasis on risk assessment and client-specific model matching, covering mutual funds, ETFs, separately managed accounts, and certain alternative investments.

Kevin Brettell is a financial advisor with Equitable Advisors in Bethlehem, PA, holding Series 63 and Series 66 licenses and possessing 17 years of industry experience. He has been with Equitable Advisors since 2009, including its predecessor AXA Advisors, LLC. Outside of his advisory role, Brettell is involved in property and casualty insurance sales through multiple agencies. 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 asset management services through various advisory models and third-party program sponsors.

Michael Kelly is a financial advisor at Equitable Advisors with 41 years of industry experience. He holds a Series 66 designation and has been with Equitable Advisors since 1999, including its predecessor Axa Advisors. Outside of his advisory role, he is involved in a life settlements brokerage business through The Ashar Group. Equitable Advisors serves individual clients, 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 delivers services through a network of Investment Adviser Representatives, utilizing both proprietary and third-party advisory programs.

John Wilson Jr. is a financial advisor with Equitable Advisors in Bridgeport, WV, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. He has worked at Equitable Advisors since 2002 and was previously affiliated with AXA Advisors. Outside of his advisory role, he is involved in several non-investment business activities, including ownership and management roles in private companies. Equitable Advisors serves a broad client base, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a range of third-party advisory models and provides ERISA fiduciary services through credentialed investment adviser representatives.

Rachelle Rivera is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, she held various roles predominantly in educational institutions and youth organizations. She has been involved with the United Spirit Association for over a decade. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations by offering financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a range of third-party advisory models and provides ERISA fiduciary services through credentialed representatives.

Nicholas Troxell is a financial advisor with Equitable Advisors in Grand Rapids, MI, holding Series 63 and Series 66 credentials and six years of industry experience. His prior work includes roles at Axa Advisors, Pruco Securities LLC, and Palio, as well as time at Grand Valley State 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 a range of asset-management programs, utilizing third-party sponsors and proprietary solutions to tailor client portfolios and provide fiduciary services to qualified plans.

Thomas Zupancic is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 credentials and four years of industry experience. His prior work includes roles at Marsh and McLennan Companies Inc. and operating a window cleaning business that is currently dormant and in the process of dissolution. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and various asset management programs through a network of Investment Adviser Representatives and third-party managers.

Benjamin Nir is a financial advisor with Equitable Advisors in New York, NY, holding Series 63 and Series 66 designations and five years of industry experience. Prior to his current role, his work history includes positions at the Watchung Police Department and various other organizations. 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 uses a range of investment programs and third-party managers to tailor solutions based on client information and risk tolerance, offering access to mutual funds, ETFs, separately managed accounts, and select alternative investments.

Anna Bruno is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and over 27 years of industry experience. She has been with Equitable Advisors since 2003, following prior work with AXA Advisors. Outside of advising, she is involved as a tennis instructor at Breezemont Day Camp, participates with the Thrive Armenia Foundation, and serves as a board member of the Armenian International Women’s Association. 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 uses a network of Investment Adviser Representatives and leverages third-party asset managers and advisory programs to deliver customized investment solutions.