Ashley Edgeworth is a financial advisor with Equitable Advisors in Oak Brook, IL. She holds Series 63 and Series 65 licenses and has been with Equitable Advisors since 2026. Prior to her current role, her background includes positions in retail and hospitality sectors. 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 asset management through a variety of firm-offered programs and third-party advisory platforms.

Glenn Swafford is a CFP® and ChFC® with seven years of experience in the financial services industry. He is currently with Equitable Advisors and previously worked at Edward Jones and Paychex. Outside of advising, he serves on the Board of Directors for the Greater Anna Chamber of Commerce and works as a delivery driver for DoorDash. Equitable Advisors provides financial planning, retirement consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of advisory models, including third-party asset managers and LPL-sponsored programs, focusing on tailored client solutions across mutual funds, ETFs, separately managed accounts, and select alternative investments.

Elizabeth Hilgen is a financial advisor at Equitable Advisors with Series 63 and Series 66 licenses and one year of industry experience. Her prior work includes roles at Old York Cellars and Madison Square Garden, as well as time studying at Pennsylvania State University. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and a variety of asset-management programs through a network of Investment Adviser Representatives. The firm emphasizes matching clients to appropriate program models or discretionary managers, often utilizing third-party advisory platforms.

Christian Montuori is a financial advisor with Equitable Advisors, holding a Series 66 designation and beginning his advisory career in 2025. His prior work includes positions with New Canaan Group and involvement with community organizations such as the Smithfield RI YMCA and Westport Weston Family YMCA. 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 program sponsors.

Caleb Ulery is a financial advisor with Equitable Advisors holding a Series 66 designation and has one year of industry experience. Prior to joining Equitable Advisors, he has worked in various roles including positions at STS Packaging, Door Dash, and Jimmy Johns. 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 a range of advisory models, including third-party sponsors and proprietary solutions, without offering its own wrap fee program or hypothetical performance.

Barry Roderick is a financial advisor at Equitable Advisors in Orlando, FL, holding Series 63 and Series 65 licenses with 31 years of industry experience. His career includes tenures at Equitable Advisors, AXA Advisors, LPL Financial, Collaborative Wealth Management, Securian Financial Services, and MSI Financial Services. 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 variety of asset-management programs delivered through a network of Investment Adviser Representatives and third-party asset managers.

Michael Pocyntyluk is a financial advisor at Equitable Advisors with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Equitable Advisors and its predecessor entities since 2017. Outside of his financial advisory work, he streams video game content on Twitch. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management services through a network of Investment Adviser Representatives and third-party program sponsors.

Julie Moriarty is a financial advisor with Equitable Advisors in Marthasville, Missouri, holding a Series 66 designation and 18 years of industry experience. She has worked with Equitable Advisors and its predecessor, AXA Advisors, since 2008. Outside of her advisory role, she is a certified yoga instructor. 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’s advisory approach involves risk assessment and matching clients to tailored investment programs, utilizing both proprietary and third-party asset management solutions.

Jonathan Stone is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has worked at Equitable Advisors since 1999 and was previously associated with AXA Advisors, LLC. Outside of his advisory role, he serves as a trustee for a family-related special needs trust. 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’s approach includes matching clients to various advisory models and third-party asset managers, offering a range of investment options and fiduciary services through a broad network of representatives.

Victoria Brown is a financial advisor with Equitable Advisors in Kalamazoo, MI, holding a Series 66 designation and beginning her advisory role in 2026. Her background includes experience in political service with the Michigan House of Representatives and work in education and retail. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, institutions, and charitable organizations. The firm utilizes a range of third-party advisory programs and emphasizes matching clients to suitable investment models and managers.

Thomas Budington is a financial advisor at Equitable Advisors with four years of industry experience. He holds a Series 66 designation and has worked at Equitable Advisors since 2021. Outside of advising, he is also active as a sales associate with Realty Benefit Services and Dergalis Associates LLC. 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 a range of third-party and proprietary solutions tailored to client risk tolerance and needs.

Patrick Brutzman is a financial advisor at Equitable Advisors with one year of industry experience. He holds the Series 66 designation and previously worked at Northfield Country Club and Popolari. 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 range of third-party advisory models and discretionary management services, covering mutual funds, ETFs, separately managed accounts, and select alternative investments.

James Galipean is a financial advisor with Equitable Advisors and holds Series 63 and Series 65 licenses. He has been with Equitable Advisors since 2026. Outside of his advisory role, he has experience as a caregiver and has worked in education at Kean University and Middlesex County College, as well as in the food service industry with Magliones Italian Ice. Equitable Advisors serves 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 program models and third-party asset managers, offering a range of investment options including mutual funds, ETFs, and alternative investments.

Colby Anderson is a financial advisor at Equitable Advisors in Portland, OR, holding a Series 66 designation with one year of industry experience. Prior to joining Equitable Advisors, Anderson worked as an independent contractor for Door Dash. Outside of advising, Anderson has experience in wild land firefighting and various service roles. 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 through a network of Investment Adviser Representatives and third-party program sponsors.

Peter Shaker is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and eight years of industry experience. His work history includes roles at OSAIC, Martin Insurance Group, Brown & Brown, and AXA Advisors, as well as time as a self-employed advisor. Equitable Advisors serves a diverse client base that includes 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 combination of firm-offered and third-party advisory solutions.

Youssef Marzouk is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has been with Equitable Advisors since 1999, following a tenure at Axa Advisors. Outside of advisory work, he is a partner in several real estate-related business ventures and serves as a life settlement trustee for family trusts. 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. The firm utilizes a range of third-party programs and discretionary managers to deliver customized investment solutions without sponsoring its own wrap fee program.

Barry Millson is a CFP® and ChFC® with 44 years of industry experience. He is currently with Equitable Advisors and has previously worked at OSAIC, Woodbury Financial Services, and Questar Asset Management/Capital Corporation. Outside of his advisory role, he serves as president of a local condominium association and co-owns a tax preparation business. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, institutions, and charitable organizations. The firm offers a range of investment programs delivered through a network of representatives, emphasizing tailored solutions with access to both proprietary and third-party managers.

Todd Henderson is a financial advisor with Equitable Advisors in Worthington, MN, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. Outside of his advisory role, he serves in multiple leadership positions at Worthington Christian Church and is the treasurer of the Frosty Riders Snowmobile Club. Equitable Advisors serves a broad client base 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, utilizing a range of third-party investment solutions.

Timothy Grosso is a Series 66-registered financial advisor at Equitable Advisors with four years of industry experience. His prior work includes roles in home improvements and various local businesses. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives. The firm uses third-party asset managers and advisory programs, focusing on client-specific risk assessment and program matching without sponsoring its own wrap fee program.

Joshua Gallagher is a financial advisor at Equitable Advisors with Series 66 credentials and one year of industry experience. Prior to joining Equitable Advisors, he held various positions including roles at The UPS Store and the University of Dallas. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, charitable organizations, and other institutional clients. The firm’s approach involves assessing client risk tolerance and matching clients to program models or discretionary managers, utilizing both proprietary and third-party investment solutions.