Elana Muehleip is a financial advisor with Equitable Advisors in Bloomfield Hills, MI, holding a Series 66 designation and 23 years of industry experience. She has been with Equitable Advisors since 2003, including its predecessor firm Axa Advisors. Outside of her advisory role, she serves as Correspondence Secretary for the Bloomfield Republican Women's Club and acts as a co-trustee. 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 models, including third-party programs and proprietary offerings, and serves clients through a network of Investment Adviser Representatives.

Jared Mathie is a financial advisor with Equitable Advisors in Canton, Ohio, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Equitable, as well as positions outside the financial sector, such as at Swensons Drive-In, Louisville YMCA, Green Acres, Naturescapes Landscaping & Design, and Bistro of Oakwood. Equitable Advisors serves a range of clients 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 sponsors.

Phillip Sheehan is a financial advisor with Equitable Advisors in Rochester, NY, holding a Series 66 designation and 23 years of industry experience. He has worked with Equitable Advisors and its predecessor, Axa Advisors, since 2002. 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 various asset-management programs, using both proprietary and third-party solutions delivered through a broad network of Investment Adviser Representatives.

Casey Gunter is a financial advisor with Equitable Advisors, holding a Series 66 designation and four years of industry experience. Prior to joining Equitable Advisors in 2021, he worked at U-Haul and California State University. He volunteers as a football coach at University Preparatory School in Redding, CA. 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 range of advisory programs and works with third-party asset managers to deliver customized investment solutions.

Shawn Hamada is a financial advisor with Equitable Advisors in Honolulu, HI, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He previously worked at OSAIC and Jhfn Sii, and has served multiple tenures at Equitable Advisors since 2000. Outside of his advisory role, Hamada is vice president of MOA Hawaii, a nonprofit focused on arts, culture, health, and wellness, and serves as a board member of Nakata Electrical Inc. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by offering financial planning, retirement plan consulting, and asset-management programs. The firm delivers its services through a network of Investment Adviser Representatives and utilizes a variety of third-party advisory models, including the SAM program and LPL-sponsored solutions.

Daniel Mack is a Series 66 licensed financial advisor with eight years of industry experience. He has worked at Equitable Advisors since 2018, following a role at Axa Advisors and prior employment at Menards Inc. He serves as a board member of Little Bear Country Club in Wyoming, Iowa. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm delivers its services through a network of Investment Adviser Representatives, offering both proprietary and third-party investment programs tailored to clients’ risk profiles and objectives.

Jack Boltman is a financial advisor at Equitable Advisors in New York, NY, holding a Series 66 designation with three years of industry experience. Prior to joining Equitable Advisors, he has worked at firms including BNY Mellon and Northwestern Mutual Investment Services. His background also includes roles outside the financial sector, such as positions at Toggenburgh Ski Area and involvement with the Town of Manlius. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm provides financial planning, retirement plan consulting, and asset-management programs delivered through a network of Investment Adviser Representatives, utilizing both proprietary and third-party solutions.

Christian Wagner is a financial advisor with Equitable Advisors in Wilmington, DE, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His career includes tenures at Penn Investment Advisors, Penn Community Bank, Longview Capital Management, VOYA Financial Advisors, and TD Wealth Management Services. He serves as a non-voting emeritus member of the Board of Directors for Admiral Farragut Academy and is on the advisory board of Facecake Marketing Technologies, an augmented reality company. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by offering financial planning, retirement plan consulting, and various asset-management programs. The firm employs a range of advisory models implemented through third-party sponsors and provides ERISA fiduciary services to qualified plans via credentialed representatives.

Joseph Barbetta is a financial advisor with Equitable Advisors in Westport, CT, holding a Series 66 designation and with 26 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 2000. Barbetta serves as a legislative ambassador for the American Cancer Society, representing the organization in lobbying efforts at state and federal levels. 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 delivers its services through a network of Investment Adviser Representatives and utilizes a range of investment programs and third-party asset managers.

Sam Ziada is a financial advisor at Equitable Advisors with two years of industry experience. He holds the Series 66 designation and previously worked at JP Morgan Chase Bank, JP Morgan Securities, Bank of America Merrill Lynch, and Standard Chartered Bank. In addition to his advisory role, he is involved with Mesaverse LLC (DBA MesaBytes), an entrepreneurial venture. Equitable Advisors serves individual and institutional clients, providing financial planning, retirement plan consulting, and a variety of asset-management programs. The firm utilizes a network of Investment Adviser Representatives and offers both proprietary and third-party advisory solutions tailored to clients' risk tolerance and financial goals.

Scott Poetzinger is a financial advisor at Equitable Advisors in Seattle, WA, holding the Series 63 and Series 66 licenses with two years of industry experience. Prior to joining Equitable Advisors, he worked in various roles including positions at Amazon and several restaurants, as well as academic roles at the University of Puget Sound. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and asset-management programs. The firm uses a range of advisory models implemented through third-party asset managers and sponsored programs, focusing on personalized risk assessment and tailored investment solutions.

Kaila Passey is a financial advisor at Equitable Advisors with Series 66 credentials and one year of industry experience. Prior to joining Equitable Advisors, she worked for over a decade in wine import and distribution companies. She also serves as a Wine Society Advisor for the Boisset Collection, providing wine and dinner events for members. Equitable Advisors serves a diverse client base including individuals, retirement plans, corporations, and charities, offering financial planning and asset management services supported by external program sponsors and third-party managers.

Francis Vitale is a financial advisor at Equitable Advisors in Willoughby, Ohio, holding a Series 66 credential with 14 years of industry experience. He has been with Equitable Advisors since 2012 and previously worked with Axa Advisors. His other business activities include outside insurance appointments related to term life, universal life, and whole life insurance. Equitable Advisors provides financial planning, retirement consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm delivers advice through a network of Investment Adviser Representatives and utilizes a range of third-party advisory programs and asset management solutions.

David Downs is a financial advisor with Equitable Advisors in Plano, TX, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Beyond his advisory role, Downs serves as Chair of the Board Executive Committee for the Collin College Education Foundation and is involved with the Plano Chamber of Commerce, currently serving as its Vice Chair and 2024 Chair. He is also active in photography through his businesses, David Downs Photography and Benton Downs Photography. 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 works with a broad client base and utilizes third-party asset managers and advisory programs to implement customized investment solutions.

Patrick Duffy is a financial advisor with Equitable Advisors in Charlotte, NC, holding Series 63 and Series 65 designations and 27 years of industry experience. His prior roles include nearly a decade at Eaton Vance Distributors, Inc., as well as positions at TIAA, Pensionmark Financial Group, Acrisure Investment Advisory, and ADP. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. 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 and services.

John Altier is a financial advisor with Equitable Advisors in Stamford, CT, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at Cantor Fitzgerald & Co and Axa Advisors, Llc. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs. The firm emphasizes personalized risk assessment and matches clients with a range of advisory models and third-party asset managers.

Jenna Welch is a financial advisor with Equitable Advisors in Sykesville, MD, holding a Series 66 designation and six years of industry experience. Her prior work includes roles at Daston Corp and Shady Spring Pet Retreat. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and a variety of asset management programs through a network of Investment Adviser Representatives. The firm offers both proprietary and third-party advisory solutions and provides ERISA fiduciary services to qualified plans.

Richard Campbell II is a CFP® professional with 24 years of experience at Equitable Advisors, where he has worked since 2002. He previously held a position at Axa Advisors, LLC from 2002 to 2020. He serves on the Hamburg Finance Academy Advisory Board. 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 employs a range of advisory models and programs, utilizing third-party asset managers and LPL-sponsored advisory platforms.

Ryan Kircher is a Series 66-registered financial advisor with Equitable Advisors in Pittsburgh, PA, with two years of industry experience. His prior work includes roles at Coastal Energy and Water, Rent Right LLC, and academic positions at Florida Gold Coast University and Kent State University. He has also been involved with Jr Upholstery and Blinds for seven years. Equitable Advisors serves individual and institutional clients, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes a variety of third-party advisory programs and offers ERISA fiduciary services to qualified plans.

Prakash Velankar is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and 36 years of industry experience. He has been with Equitable Advisors since 1999, including its predecessor AXA Advisors. In addition to his advisory work, he is involved in health and dental insurance activities with Cigna, Fidelis Care, and Humana. 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.