David Kerchner is a financial advisor with Equitable Advisors in Schwenksville, PA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Equitable Advisors and its predecessor AXA Advisors since 1999. Outside of his advisory role, he serves in fiduciary capacities such as executor and trustee for family estates. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through third-party managers and LPL programs. The firm operates a hybrid referral and implementation model combining advisory and brokerage channels to tailor services based on client goals and risk tolerance.

Jameson Donahue is a financial advisor at Equitable Advisors with five years of industry experience. He holds a Series 66 designation and has worked at Equitable Advisors since 2020, following a brief tenure at Axa Advisors, LLC, and eight years at Overbrook Golf Club. In addition to his advisory role, he is involved as a sales associate for Realty Benefit Services and Dergalis Associates LLC, focusing on ancillary product sales and tax account programs. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage channels to implement client recommendations.

Patrick Ferraro Jr. is a financial advisor with Equitable Advisors in Bala Cynwyd, PA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Outside of his advisory role, he operates an insurance brokerage business that has been active since 1997. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, offering financial planning, retirement-plan support, and access to asset management through LPL programs and third-party managers. The firm employs a hybrid referral and implementation model, providing both advisory and brokerage/insurance channels to implement client recommendations.

Owen Thygeson is a financial advisor at Equitable Advisors with Series 66 credentials and one year of industry experience. His prior work includes roles at Delfi Labs and Promatech, Inc., and he has held a position with Superior Moving and Storage since 2021. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating as both an SEC-registered investment adviser and a broker-dealer.

Jadan Smith is a financial advisor at Equitable Advisors with a Series 66 credential and less than one year of industry experience. Prior to joining Equitable Advisors, his work history includes roles outside the financial services industry and time spent as a student at Penn State. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, utilizing a delivery model that relies on LPL-sponsored programs and endorsed TAMPs.

Michael Scattolini is a financial advisor at Equitable Advisors with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Equitable Advisors since 2013, previously associated with Axa Advisors. Outside of his advisory role, he is involved in sales and marketing through Karr Barth Associates and works as a sales associate with Realty Benefit Services and Dergalis Associates LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management via LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to tailor services based on client goals, risk tolerance, and time horizon.

Christopher Hopkins is an advisor with Equitable Advisors and holds a Series 66 designation. He joined the firm in 2025 and has prior work experience in industries including yacht services and production. Hopkins attended Bucknell University and has none reported years of financial industry experience. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating through a dual-registered investment adviser and broker-dealer model.

Gregory Wilson is a financial advisor with Equitable Advisors and holds a Series 66 designation. He has 24 years of industry experience and has worked with Equitable Advisors since 2001. In addition to his advisory role, he is involved in managing portfolio strategy operations and oversees related business entities, including services linked to student loan forgiveness. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating extensively through program sponsors and endorsed turnkey asset management platforms.

Lee Zeplowitz is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked with Axa Advisors and Karr Barth Financial Planning. Outside of his advisory work, he serves on the Planned Giving Advisory Committee for the Boy Scouts of America Cradle of Liberty Council and operates a coaching and consultation business. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and asset management access through various third-party programs. The firm uses a hybrid referral and implementation model that incorporates both advisory and brokerage channels to tailor services based on clients’ goals, risk tolerance, and time horizon.

Gabriel Shannon is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he worked in various roles including positions at Link Beverages and Temple University. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, utilizing multiple advisory programs and offering both discretionary and non-discretionary management options.

Donavan Blanski is a financial advisor with Equitable Advisors holding Series 65 and Series 63 licenses. He has worked in the financial services industry since 2019, including roles at The W Group Financial Services and MP Butterworth & Associates. His background also includes experience during his time at Temple University. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as a dual-registered investment adviser and broker-dealer, delivering advisory and brokerage solutions through program sponsors and endorsed third-party managers.

Molly Murphy is a financial advisor with Equitable Advisors, holding a Series 66 designation and beginning her industry career in 2025. Her prior work experience includes roles at Gap International and the Philadelphia Country Club, as well as time at Pennsylvania State University. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to execute client recommendations.

Ellen Brodkin is a financial advisor with Equitable Advisors in Bala Cynwyd, PA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has been with Equitable Advisors and its predecessor AXA Advisors since 1999. Outside of her advisory role, she serves as a majority inspector for Montgomery County, PA. Equitable Advisors provides financial planning and retirement-plan support to individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm employs a hybrid referral and implementation model, utilizing third-party asset managers and LPL programs to deliver tailored advisory and brokerage services.

Anna Kirschner is a financial advisor with Equitable Advisors in Bala Cynwyd, PA, holding a Series 66 designation and eight years of industry experience. She has worked at Equitable Advisors since 2018 and previously spent time at AXA Advisors, LLC. Outside of her advisory role, she is involved with DBA Karr Barth Associates and AP Lubrano and Associates. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional clients. The firm provides financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating as both an SEC-registered investment adviser and broker-dealer.

Kyle Lucas is a financial advisor with Equitable Advisors in Bala Cynwyd, PA, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has been with Equitable Advisors since 2014 and previously worked at Axa Advisors. Outside of his advisory role, he serves as an agent managing health and group benefit clients through Brewer Associates. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates primarily through LPL-sponsored programs and endorsed TAMPs, with a focus on both discretionary and non-discretionary asset management solutions.

Gian Mantakounis is a financial advisor with Equitable Advisors, holding a Series 66 designation and three years of industry experience. Before joining Equitable Advisors in 2022, he worked at Envestnet from 2018 to 2022 and BNY Mellon from 2017 to 2018. Prior to his financial industry roles, he spent five years at Hills Quality Seafood. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.

Patrick Kilgannon is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he has worked as an adjunct instructor for COR Expeditions. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and various third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Jason Ocoma is a financial advisor with Equitable Advisors in Bala Cynwyd, PA, holding a Series 66 designation and six years of industry experience. Prior to joining Equitable Advisors in 2019, he worked at Axa Advisors, LLC and Genesys Telecommunications. Outside of his advisory role, he is a ski instructor at Jack Frost Ski Resort and serves on the board of the Montgomery County LGBT Business Council. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage channels to implement client recommendations.

William Murley is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 credentials and four years of industry experience. Before joining Equitable Advisors in 2023, he worked at The Vanguard Group for two years. Outside of finance, Murley is a Christian public speaker and a volunteer at the Saint John Vianney Center. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs.

Michael Grugan is a financial advisor with Equitable Advisors in Bala Cynwyd, PA, holding Series 63 and Series 66 licenses and 24 years of industry experience. He has been with Equitable Advisors since 2004, following a prior tenure at AXA Advisors. In addition to his advisory role, he is associated with Karr Barth Associates, a private client group offering additional resources and account access for clients. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, providing 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 broker-dealer, utilizing LPL-sponsored programs and various third-party managers to deliver advisory and brokerage solutions.