Christopher Nesbitt is a financial advisor at Equitable Advisors with one year of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley. Outside of financial advising, Nesbitt is involved in expense report auditing for the mission systems sector at Northrop Grumman. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and a variety of asset-management programs through a network of Investment Adviser Representatives and external asset managers.

Mack Harris is a financial advisor with Equitable Advisors in New York, NY, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he worked in roles outside of finance, including as a front desk associate at Equinox Gym and a real estate associate at Deutsch Realty. 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 utilizes a network of Investment Adviser Representatives and offers a range of programs including firm-offered models and third-party asset manager referrals.

Clayton Denny is a financial advisor with Equitable Advisors in Louisville, KY, holding the Series 66 designation and 18 years of industry experience. He worked at Stifel Independent Advisors, LLC for 19 years before joining Equitable Advisors in 2026. 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 various asset-management programs through a network of Investment Adviser Representatives and third-party asset managers.

Alan Margolies is a financial advisor with Equitable Advisors in Melville, NY, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Equitable Advisors since 2008 and previously worked at Axa Advisors. 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 investment models.

Kenneth Kohn is a financial advisor at Equitable Advisors with Series 63 and Series 65 credentials and 39 years of industry experience. He has been with Equitable Advisors since 2005 and previously worked at Axa Advisors. Kohn is also a 22% member of Eqinox Financial Partners 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 plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Taylor Baron is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and bringing five years of industry experience. His prior work includes roles at Voya Financial Advisors, David Lerner Associates, State Farm, Nordstrom, and Brescome Barton. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients, offering financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives. The firm utilizes both proprietary and third-party investment models, focusing on personalized risk assessment and fiduciary services.

Miles Spahr is a financial advisor at Equitable Advisors in Bellevue, WA, holding a Series 66 designation with one year of industry experience. Prior to joining Equitable Advisors, he worked briefly at Ladenburg Thalmann and participated in the University of Oregon’s Business Accelerator Program. He also has experience as a student-athlete with the University of Oregon Football team. Equitable Advisors serves individuals across wealth levels, as well as pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and various asset-management programs. The firm’s advisory services utilize a range of third-party managers and emphasize matching clients to suitable investment models and discretionary management solutions.

Thomas Walter is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and 12 years of industry experience. He previously worked at Cetera Investment Advisers, Cetera Investment Services LLC, and First National Bank of Pennsylvania. 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 and third-party asset managers.

Raymond Preston Jr. is a financial advisor with Equitable Advisors in Walnut Creek, CA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked at Axa Advisors. Preston also serves as a successor trustee for his immediate family. 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 offers a range of advisory programs delivered through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Brian Stouder is a financial advisor with Equitable Advisors in Denver, CO, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Outside of his advisory role, he serves as a board member for PureWater Dynamics and The Great American Coffee Company, a family business. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and institutional clients through a network of Investment Adviser Representatives. The firm uses a range of third-party advisory programs and offers ERISA fiduciary services without sponsoring its own wrap fee program.

Paul Hay is a financial advisor with Equitable Advisors in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. Additionally, Paul is a licensed attorney in the state of Georgia since 1982 and serves as executor of his parents' estates. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals across the wealth spectrum, as well as to pension plans, corporations, and charitable organizations. The firm utilizes a range of advisory programs and third-party asset managers to deliver its services.

Jeffrey Schoenekase is a financial advisor with Equitable Advisors in Overland Park, KS, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. His career includes roles at Principal Securities Inc., Principal Life Insurance Company, ProActive Financial Partners, Fountain City Financial Group, and Boulevard Wealth Advisors. Outside of advisory services, he is involved in group health insurance brokerage and works with fixed annuities, life insurance, disability income, and group benefits. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives. The firm emphasizes customized advisory solutions through third-party asset managers and LPL-sponsored programs, providing a range of investment options and ERISA fiduciary services to qualified plans.

Alan Turley is a financial advisor with Equitable Advisors in Charleston, WV, holding a Series 66 designation and 23 years of industry experience. He has been with Equitable Advisors since 2004, including a prior affiliation when the firm was known as AXA Advisors. Outside of his advisory role, he is involved in managing his family home as a landlord. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and nonprofit organizations, offering financial planning, retirement consulting, and asset management programs. The firm utilizes a network of Investment Adviser Representatives and third-party sponsors to provide a range of investment solutions without sponsoring its own wrap fee program.

Robert Gaines is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His prior roles include positions at Axa Advisors LLC, MSI Financial Services, Inc., and Mutual of Omaha Investor Services, Inc. Outside of his advisory work, he serves as an umpire for the Suburban Travel Baseball League. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to a diverse client base that includes individuals, pension plans, corporations, and charitable organizations. The firm employs a range of investment programs, often utilizing third-party managers and advisory models, with a focus on matching clients to appropriate strategies based on risk tolerance and plan information.

Vanessa Richie is a financial advisor with Equitable Advisors in Folsom, CA, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, her background includes roles in education and community service. She volunteers in social media and photography for Radiant Church. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party programs.

Robert Trier IV is a financial advisor with Equitable Advisors, holding the Series 66 designation and bringing 12 years of industry experience. Prior to joining Equitable Advisors in 2020, he worked for The Haverford Trust Company and Haverford Trust Securities, Inc. from 2013 to 2020. Outside of his advisory role, he serves as a power of attorney for Robert C. Trier III. Equitable Advisors serves a broad range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset-management programs. The firm utilizes a combination of firm-offered programs and third-party asset managers to tailor investment solutions based on client risk tolerance and objectives.

Kota Gottfried is a financial advisor at Equitable Advisors with one year of industry experience. Prior to joining Equitable Advisors in 2025, he worked in various roles including positions at Mike Brown Contractors, Centimark Roofing, and Taylor Made Catering. He holds a Series 66 designation. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients, offering financial planning, retirement plan consulting, and asset-management programs. The firm delivers services through a network of Investment Adviser Representatives and utilizes a range of third-party asset managers and advisory programs.

Katherine Chesley is a financial advisor with Equitable Advisors in Charleston, WV, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. She has been with Equitable Advisors since 1999, coinciding with her tenure at Axa Advisors, LLC. Outside of her advisory work, she serves as President of the LPGA Amateur Golf Association and Board Chair of the Kanawha Valley Women's Golf Association. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm’s approach includes matching clients to advisory program models or discretionary managers using both proprietary tools and third-party platforms.

Michael Bassett is a financial advisor at Equitable Advisors with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Equitable Advisors since 2004, including its predecessor AXA Advisors. Equitable Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Timothy Barry is a financial advisor with Equitable Advisors in Oak Brook, IL, holding a Series 66 designation and nine years of industry experience. His prior work includes roles at AXA Advisors, Royal Box Co., and 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 institutional clients. The firm uses a range of advisory programs and third-party asset managers, focusing on client risk assessment and tailored investment solutions without sponsoring its own wrap fee program.