Zachary Lambert is a financial advisor at Equitable Advisors with a Series 66 designation and less than one year of industry experience. Prior to joining Equitable Advisors, he held positions at Grain Craft Bar and Kitchen, Newark Country Club, NY Life, BJ's Restaurant & Brewhouse, the University of Colorado, Zingo's Supermarket, and Cab Calloway School of the Arts. 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 uses a hybrid referral and implementation model, combining advisory and brokerage channels, and offers tailored services based on client goals, risk tolerance, and time horizon.

Peter Ponzio is a financial advisor at Equitable Advisors with 40 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Penn Investment Advisors, Inc. and Purshe Kaplan Sterling Investments. Ponzio serves as a board member for a nonprofit organization. Equitable Advisors serves a diverse client base 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 broker-dealer, utilizing LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Ryan Calhoun is a financial advisor with Equitable Advisors in Bala Cynwyd, PA, holding Series 63 and Series 65 licenses and five years of industry experience. His prior work includes roles at Amazon and various educational institutions. Equitable Advisors serves a broad client base including 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 asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage services with a range of program options tailored to client goals and risk tolerance.

Guy Wilson is a financial advisor at Equitable Advisors with 20 years of industry experience and holds a Series 66 designation. He has worked at Equitable Advisors since 2005 and has also been involved with PST Advisors, LLC and Karr Barth Financial Planning, Inc. Wilson operates a separate business under the name Rubingoldman and Associates within Franklin Group Financial Services. 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 uses a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Aidan Lawrence is a financial advisor with Equitable Advisors, holding a Series 66 designation and beginning his industry career in 2025. Prior to joining Equitable Advisors, he has experience in various roles including work at All Current Electrical and Athletes United Lacrosse Training. 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 channels to implement client recommendations.

Stephen Goldberg is a financial advisor at Equitable Advisors with 23 years of industry experience. He holds a Series 66 designation and has been with Equitable Advisors since 2016, including time under its prior related entities AXA Advisors LLC and Axa Equitable. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, 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 multiple program sponsors and endorsed third-party managers to deliver advisory and brokerage solutions.

Nicholas Palazzo 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 and its predecessor, Axa Advisors, since 1999. Outside of his advisory role, he serves as an altar server at St. Patrick Church in Philadelphia. 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, offering both advisory and brokerage/insurance channels to implement client recommendations.

William Goldman is a Series 66-credentialed financial advisor at Equitable Advisors with one year of industry experience. His prior work includes roles at True Search, Workato, and Sidecar Interactive. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, retirement plans, corporations, charitable organizations, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a dual-registered adviser and broker-dealer model.

Ryan Smith is a financial advisor at Equitable Advisors with 15 years of industry experience. He holds a Series 66 designation and has been with Equitable Advisors since 2010, previously affiliated with Axa Advisors. Outside of his advisory role, Smith serves as Vice President of Finance for the Society of Human Resource Management’s Philadelphia chapter. 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, combining advisory and brokerage channels to tailor services based on client goals and risk tolerance.

Andrew Pompe is a financial advisor with Equitable Advisors in Abington, PA, holding a Series 66 designation and 16 years of industry experience. He has been with Equitable Advisors since 2009 and previously worked at Axa Advisors, LLC. He serves as an at-large director on the Penn State Smeal College of Business Alumni Society Board. 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, offering both advisory and brokerage channels tailored to client goals and risk tolerance.

Michael McGarry is a financial advisor with Equitable Advisors in Bala Cynwyd, PA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked with AXA Advisors. He also operates under the DBA Integrated Financial Strategies, Inc. 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, combining advisory and brokerage services tailored to client goals and risk tolerance.

Sarah Mitrotz is a financial advisor with Equitable Advisors in Bala Cynwyd, PA. She holds Series 63 and Series 65 licenses and has six years of industry experience. Her prior roles include positions at Cetera Advisor Networks and Vicus Capital. 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, working extensively through program sponsors and endorsed third-party managers.

Colin Yablonski is a financial advisor with Equitable Advisors, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Conestoga Buildings and Oregon Dairy. Equitable Advisors serves a diverse clientele, including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm emphasizes program-based advisory solutions and operates through a dual registration as an SEC-registered investment adviser and broker-dealer.

Mark Meckel is a financial advisor with Equitable Advisors in Bala Cynwyd, PA, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Axa Advisors, LLC, TECA Restaurant, and West Chester University. He is also associated with external business websites KBAPrivateClientGroup.com and TheBaileyGP.com. 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 both an SEC-registered investment adviser and broker-dealer, utilizing a delivery model that emphasizes LPL-sponsored programs and endorsed TAMPs.

Sean Schmid is a financial advisor with Equitable Advisors, holding Series 65 and Series 63 licenses and 15 years of industry experience. He previously worked at Penn Investment Advisors Inc. and Penn Community Bank. Outside of his advisory role, Schmid serves as the treasurer and an executive board member of the Foundations Community Partnership, a not-for-profit foundation that grants funds to local 503(c)(3) organizations. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating primarily through sponsored programs and third-party managers.

John Paul Brennan is a financial advisor with Equitable Advisors in Southampton, NJ, holding a Series 66 designation and eight years of industry experience. He has been with Equitable Advisors since 2017 and previously worked at Axa Advisors, LLC. Outside of his advisory work, Brennan is involved in sales activities with Realty Benefit Services and Dergalis Associates LLC, and he serves as an administrator or executor of estates and trusts. 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 various third-party asset managers. The firm employs a hybrid referral and implementation model, providing both advisory and brokerage/insurance channels to implement client recommendations.

Sullivan Connors is a financial advisor at Equitable Advisors with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Equitable Advisors, he attended Michigan State University and has held roles outside the financial sector, including at Buffalo Wild Wings and the 76ers Basketball Camp. 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 uses a hybrid referral and implementation model, combining advisory and brokerage/insurance channels to deliver tailored client services.

John Benson Jr. is a Series 66 licensed financial advisor at Equitable Advisors with five years of industry experience. Prior to joining Equitable Advisors in 2022, he worked at Valic Financial Advisors and The Keyes Company, and earlier held a position at Nordstrom Inc. He serves as a board member of the Greater Lambertville Chamber of Commerce, participating in fundraising activities for the Jim Hamilton Shad Festival Scholarship Fund, and assists as an associate photographer for a local photography business. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutional investors, offering financial planning, broker-dealer services, insurance, and access to third-party asset management programs. The firm is dual-registered as an SEC investment adviser and broker-dealer and utilizes various program sponsors and endorsed platforms to deliver advisory and brokerage solutions.

Joseph Keleher is a financial advisor with Equitable Advisors in Bala Cynwyd, PA, holding Series 63 and Series 65 licenses and bringing 53 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked with Axa Advisors, LLC. Outside of his advisory role, he operates an insurance brokerage business under the name Karr Barth Associates. 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 uses a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Julianne Opet is a financial advisor with Equitable Advisors in Newtown Square, PA, holding a Series 66 designation and three years of industry experience. Her prior work includes roles with Global Immigration Legal Team, Norris McLaughlin, and Klasko Immigration Law Partners. 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 a wide range of third-party asset managers. The firm uses a client intake process to tailor services and offers both advisory and brokerage channels to implement recommendations.