Scott Levine is a financial advisor with Equitable Advisors in Hudson, NY, holding a Series 66 designation and 10 years of industry experience. He has been with Equitable Advisors since 2016, including a period when the firm operated as AXA Advisors, LLC. 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 range of advisory programs and third-party asset managers, focusing on aligning client information and risk tolerance with suitable investment models and discretionary management options.

Samuel Streetar is a financial advisor at Equitable Advisors in Minneapolis, MN, holding a Series 66 designation with one year of industry experience. His prior work includes roles at MosquitoRator and Lyman Lumber, as well as a period as a student at Iowa State University. 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 asset managers.

Nicholas Robinson is a financial advisor at Equitable Advisors with three years of industry experience. He holds the Series 66 designation and has a varied work background including roles in education and hospitality. Robinson is also involved with SUNY Oswego, where he has been active since 2020. Equitable Advisors serves individuals across the wealth spectrum, as well as pension plans, corporations, and nonprofits, providing financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes a combination of proprietary and third-party advisory programs, with services covering mutual funds, ETFs, separately managed accounts, and select alternative investments.

Valorie Gast is a financial advisor with Equitable Advisors in Wausau, WI, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. She has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Gast also has involvement in other insurance-related business activities through DBA Partners in Planning, 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 asset-management programs. The firm’s approach involves assessing client risk tolerance and matching them to program models or discretionary managers, utilizing both proprietary and third-party solutions.

Benjamin Norrito is a financial advisor with Equitable Advisors in Troy, MI. He holds the Series 66 designation and has approximately one year of industry experience. Prior to joining Equitable Advisors, he worked at Table 74 and has experience in various roles at Central Michigan University, Detroit Build, Texas Roadhouse, and Henry Ford II High School. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutions. The firm offers financial planning, retirement plan consulting, and asset-management programs delivered through a network of Investment Adviser Representatives and third-party asset managers.

Ryan Faley is a Certified Financial Planner® (CFP®) with 28 years of experience in the financial services industry. He currently works at Equitable Advisors and has held prior positions at AXA Advisors, Bank of America, Merrill Lynch, and TD Ameritrade. Equitable Advisors serves a diverse 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 solutions.

Devin Filippi is a Series 66-licensed financial advisor with Equitable Advisors, bringing two years of industry experience. Prior to joining Equitable Advisors, he worked at Alliance Advisory Group, Inc./Park Avenue Securities for one year and has a background that includes roles in education and part-time employment at Imperial Concrete Company. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Mara Mc Kenzie is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Her prior work includes roles in education and food service, as well as positions at Michigan State University and several local businesses. 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 delivered through a network of Investment Adviser Representatives.

Brian Fay is a financial advisor at Equitable Advisors with a Series 66 credential and one year of industry experience. His prior roles include positions at Middlesex Savings Bank and multiple engagements at Saint Anselm College. Outside of his advisory work, he has experience working at Newcomb Farms Family Restaurant and in educational roles within Milton Public Schools. Equitable Advisors serves individual clients—including both non-high-net-worth and high-net-worth individuals—pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm provides financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives and partnerships with third-party asset managers.

Houghton Gifford Jr. is a financial advisor at Equitable Advisors with 37 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His work history includes roles at Wells Fargo Clearing and Prudential Equity Group, among others. 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 programs through a network of Investment Adviser Representatives and third-party asset managers.

Lori Preston is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. She has been with Equitable Advisors since 2014 and previously worked at AXA Advisors. Outside of her advisory role, she serves on the church council at St. Michael Lutheran Church in Virginia Beach. 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 variety of program models and third-party asset managers, offering investment options that include mutual funds, ETFs, and alternative investments, while delivering ERISA fiduciary services for qualified plans.

Lynn Beal is a financial advisor with Equitable Advisors in Austin, TX, holding the ChFC® designation along with Series 63 and Series 66 licenses. She has 14 years of industry experience, including prior roles at AXA Advisors LLC and AXA Distributors, LLC. Equitable Advisors serves a broad client base ranging from individual investors and charitable organizations to institutional clients, providing financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives and third-party asset managers.

Riley Montague is a financial advisor with Equitable Advisors and holds the Series 66 designation. He has four years of industry experience, including prior roles at Stifel Independent Advisors and Equitable Advisors. Before entering the financial industry, he worked in the restaurant and fitness sectors. Equitable Advisors serves individual and institutional clients, providing financial planning, retirement plan consulting, and asset management services. The firm utilizes a range of advisory programs, often delivered through third-party managers, and offers services covering mutual funds, ETFs, separately managed accounts, and select alternative investments.

Breanne Maupin is a financial advisor with Equitable Advisors in Austin, TX. She holds a Series 66 designation and has been with Equitable Advisors since 2026. Her background includes roles at Pepperdine University and several entrepreneurial ventures such as Clarity Sober Living and Breast Pump Genie. Equitable Advisors serves a wide range of clients including individuals, pension and profit-sharing plans, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing a variety of third-party advisory models and proprietary investment options.

Catha Simons is a financial advisor with Equitable Advisors in Portland, OR, holding Series 63 and Series 66 credentials and 29 years of industry experience. She has worked at Equitable Advisors since 2010, previously serving at Axa Advisors, Merrill, and UBS Financial Services. She is also involved with Illuminate Financial Group, LLC as a financial associate and serves as a beneficiary and service agent on her daughter's account. 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 uses a range of advisory models, often implemented by third-party managers, and offers services including mutual funds, ETFs, separately managed accounts, alternative investments, and ERISA fiduciary services.

Brian Bickford is a financial advisor with Equitable Advisors in San Diego, CA, holding a Series 66 designation and 18 years of industry experience. He has been with Equitable Advisors since 2009, including its predecessor Axa Advisors, LLC. Outside of advising, he is a partner in Bickford Ltd., a separate business entity used for tax purposes. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm utilizes a variety of advisory models and third-party asset managers, providing services that include mutual funds, ETFs, separately managed accounts, and fiduciary services for qualified plans.

Michael Bynarowicz is a financial advisor with Equitable Advisors in Greenville, SC, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has been with Equitable Advisors since 2012, including its predecessor Axa Advisors. He serves as a board member of Carolina International Preparatory School and owns Baynor, LLC. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individual and institutional clients, utilizing a range of firm-offered programs and third-party asset managers. The firm’s approach involves assessing client risk tolerance and matching them with appropriate investment programs, offering various mutual funds, ETFs, and alternative investments without sponsoring its own wrap fee program.

Patrick Porter is a financial advisor at Equitable Advisors with 22 years of industry experience. He holds a Series 66 designation and has worked at Equitable Advisors since 2004, including its predecessor firm Axa Advisors. He serves on the advisory board of the Salvation Army in Greenville, NC. 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 models and third-party asset managers, offering solutions that include mutual funds, ETFs, separately managed accounts, and select alternative investments.

Gabriella Koziol is a financial advisor at Equitable Advisors with nine years of industry experience. She holds the Series 66 designation and has worked at Equitable Advisors since 2017, with prior experience at Axa Advisors and roles at Bryant University. Equitable Advisors serves individuals—including both non-high-net-worth and high-net-worth clients—pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. 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.

Timothy Cowdrick is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 credentials and 15 years of industry experience. He has been with Equitable Advisors since 2011, including its prior affiliation as AXA Advisors, LLC. Outside of his advisory role, he is a partner and owner of Lakeside Holdings LLC. Equitable Advisors serves a diverse clientele, 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 investment solutions.