Scott Chen is a financial advisor with Equitable Advisors in Los Angeles, holding a Series 66 designation and two years of industry experience. Prior to joining Equitable Advisors, he worked at Apple and spent three years at the University of Southern California. Equitable Advisors serves a diverse client base that includes individuals across wealth levels, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm’s approach involves risk assessment and matching clients to advisory models or discretionary managers, utilizing both proprietary and third-party solutions.

Matthew Sultemeier is a financial advisor with Equitable Advisors in New York, NY, holding a Series 66 designation. He joined Equitable Advisors in 2026 and has prior experience at Schools First FCU and Beta Agency, as well as education from the University of Florida. Equitable Advisors serves a broad range of clients including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management services through various advisory programs and third-party asset managers.

Elijah De La Tour Dupavillon is a financial advisor at Equitable Advisors with one year of industry experience and holds a Series 66 designation. Prior to entering the financial industry, his work history includes roles in the food service sector and education. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and a variety of asset management programs. The firm utilizes a combination of proprietary and third-party advisory models to deliver tailored investment solutions.

Daniel Mulligan V is a financial advisor with Equitable Advisors in Erie, PA, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Axa Advisors, Bankers Life & Casualty, and managing his own firms, Dan Mulligan & Associates and Mulligan Business Team, where he serves as president. He is also involved in Medicare insurance consulting and sales. Equitable Advisors serves a range of clients, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs. The firm emphasizes personalized client information gathering and risk assessment, utilizing a variety of third-party advisory models and proprietary solutions.

Clinton Hare is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked at AXA Advisors, LLC. Outside of his advisory role, he owns and manages a portfolio of model homes purchased from a homebuilder, which he rents and later sells. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes a network of Investment Adviser Representatives and third-party asset managers to deliver customized investment solutions without sponsoring its own wrap fee program.

Lian Aydemir is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, Lian held roles at Calderas LLC, Ulterior Mode, Bask Health, and served as a student at Stony Brook University. Equitable Advisors provides financial planning, retirement plan consulting, and asset management programs to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of third-party asset managers and advisory programs while offering services across mutual funds, ETFs, separately managed accounts, and select alternative investments.

Christian Dorado is a financial advisor at Equitable Advisors with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Equitable Advisors since 2007, including its predecessor AXA Advisors. Outside of his advisory role, Dorado is involved in insurance sales and participates in health insurance and life settlement transactions through private client groups in the Miami area. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Paul Knieriem is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. His prior roles include positions with Fairfield Investment Group, Union Park Capital, and involvement in community programs such as the Sports Equipment for All Children Program. Equitable Advisors serves individual clients across various wealth levels, as well as pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.

Imhyun Cho is a financial advisor at Equitable Advisors in Los Angeles, CA, holding Series 63 and Series 65 licenses with 44 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked at Axa Advisors, LLC. Outside of his advisory role, he manages a car wash business and serves as co-trustee of a personal family trust. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, corporations, pension plans, and charitable organizations. The firm offers a range of investment programs through a network of Investment Adviser Representatives and utilizes third-party sponsors for advisory model implementation.

Kenneth Barnes is a financial advisor with Equitable Advisors in Honolulu, HI, holding Series 63 and Series 66 licenses and 24 years of industry experience. He has been with Equitable Advisors since 2011 and previously worked at AXA Advisors, LLC. Outside of advisory services, he is involved as a member of 1DG LLC. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes various advisory models and third-party asset managers to deliver tailored investment solutions.

Benjamin Lally is a financial advisor at Equitable Advisors with the Series 66 designation and one year of industry experience. His prior work includes roles at Richardson Electronics and McCormick Construction & Development, as well as time at the University of Dayton. 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 utilizes a network of Investment Adviser Representatives and offers various advisory programs through both proprietary and third-party managers.

Ethan Narducci is a financial advisor with Equitable Advisors, holding a Series 66 credential and one year of industry experience. Prior to joining Equitable Advisors, he held positions at UPS, The Home Depot, Dunkin, and worked in education and community settings including Merrimack College, Saint Philip Church, and Bishop Hendricken High School. Equitable Advisors serves individual clients across wealth levels, 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.

Howard Burke is a financial advisor with Equitable Advisors in Cumming, GA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked with Equitable Advisors since 1999, including during its period as AXA Advisors, LLC. Outside of advising, he owns and manages a direct marketing business. Equitable Advisors serves individual and institutional clients, offering financial planning, retirement plan consulting, and a variety of asset-management programs through a broad network of Investment Adviser Representatives. The firm’s approach involves assessing client risk tolerance to match them with advisory models or discretionary managers, utilizing both proprietary and third-party solutions.

Jonathan Hardisty is a financial advisor with Equitable Advisors in Folsom, CA, holding a Series 66 designation and bringing 21 years of industry experience. He has worked at Equitable Advisors since 2007, following a year at 1717 Capital Management Company. Outside of his advisory role, he owns and operates a health insurance business. 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. The firm utilizes a combination of proprietary and third-party programs to deliver customized investment solutions and fiduciary services.

Hugo Carvajal is a financial advisor at Equitable Advisors with 17 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Equitable Advisors in 2024, he worked at MML Investor Services and MassMutual from 2008 to 2024. Carvajal is also an officer of the St. Michael's Basketball Association and owns The Gemini and Scorpio Group LLC. 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 uses a network of Investment Adviser Representatives and third-party managers to deliver tailored investment solutions without sponsoring its own wrap fee program.

David Moore II is a CFP® professional with 11 years of industry experience, currently practicing with Equitable Advisors in Roanoke, VA. His prior experience includes roles at Morgan Stanley Private Bank, Suntrust Advisory Services, and his own practice. He serves as a board member for the Martinsville City Schools Endowment Fund, participating in board meetings and supporting volunteer and fundraising events. 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, utilizing a range of investment vehicles and third-party advisory programs.

John Fahmy is a financial advisor at Equitable Advisors with Series 63 and Series 65 credentials and four years of industry experience. His prior roles include positions at Apple Inc. and Farmers Financial Solutions. Outside of advising, he is involved in insurance through his role as president of Fly Insurance Agency and creates licensed content from viral media related to local events. Equitable Advisors provides financial planning and asset-management services to individual, institutional, and charitable clients, utilizing both proprietary and third-party investment programs delivered through a network of Investment Adviser Representatives.

Philip Zeigler is a CFP® professional with 25 years of industry experience, currently serving at Equitable Advisors since 2001. He previously worked at Axa Advisors, LLC for 19 years. Outside of his advisory role, Zeigler is a board member and officer of The Church of Jesus Christ of Latter-day Saints in Wilmington, Ohio. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a network of Investment Adviser Representatives and offers various advisory programs through both proprietary and third-party managers.

James Beal is a financial advisor at Equitable Advisors with eight years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Equitable Advisors since 2018. Prior to that, he was employed at AXA Advisors and has experience working at the University of South Carolina and Bite Squad. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients, 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 advisory programs and a range of investment options including mutual funds, ETFs, and select alternative investments.

Riley La Mott is a financial advisor with Equitable Advisors in Minneapolis, MN. He holds the Series 66 designation and joined the industry in 2026. Prior to entering financial advising, he has work experience at the University of Minnesota, Daily Printing Inc./Wallace Carlson, Forest Lake Automotive Group, and Clives Roadhouse. Equitable Advisors serves individual clients across wealth levels, as well as pension, profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management programs delivered through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.