Tripp Turchik is a financial advisor at Equitable Advisors with three years of industry experience and holds the Series 66 designation. His prior work includes positions at Merrill Edge/Merrill Lynch and Accurate Electric Service, as well as a four-year tenure at the University of Arizona. He serves as a volunteer commission member on the Special Events Commission for the Village of Arlington Heights. Equitable Advisors serves a wide range of clients including individuals, high-net-worth, retirement plans, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, utilizing LPL-sponsored programs and third-party managers to provide advisory and brokerage solutions.

James Bertucci is a financial advisor with Equitable Advisors in Arlington Heights, IL, holding CFP® and ChFC® designations and over 38 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Outside of his advisory role, Bertucci serves as a board trustee for the Village of Arlington Heights, providing guidance on budget and policy matters. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through multiple third-party asset managers and LPL programs. The firm operates a hybrid referral and implementation model, providing both advisory and brokerage/insurance channels to implement client recommendations.