Matthew Klotz is a financial advisor with Equitable Advisors in Bala Cynwyd, PA, holding Series 65 and Series 63 designations and nine years of industry experience. His prior roles include positions at Axa Advisors, Delaware Investments, and Drexel University. He also operates an affiliated business, Karr-Barth Associates, to support his financial advisory activities. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm works extensively with program sponsors and third-party managers, providing a mix of advisory and brokerage solutions.

Matthew Grady is a financial advisor with Equitable Advisors in Bala Cynwyd, PA. He holds the Series 63 and Series 65 licenses and has one year of industry experience. His prior work includes roles at NaviQ, Wells Fargo Bank, FastModel Sports, Cardinal Hayes High School, and Manhattan College. Equitable Advisors serves a diverse client base, including individual, high-net-worth, retirement plan, 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 a broker-dealer.

Jason Meiser is a financial advisor with Equitable Advisors in Lansdale, PA, holding a Series 66 designation and 18 years of industry experience. He has been with Equitable Advisors since 2007, including its predecessor AXA Advisors. Outside of his advisory role, he owns Meiser Wealth Management and is involved in insurance brokerage activities. 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 employs a hybrid referral and implementation model, combining advisory and brokerage services tailored to client goals and risk tolerance.

Jack Freeland is a financial advisor with Equitable Advisors and holds the Series 63 and Series 66 designations. He has two years of industry experience and has previously worked at firms including Fidelity Investments and Lighthouse Planning Consultants. Outside of financial services, he has experience with several businesses in the food and beverage sector. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, 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 a range of program sponsors and endorsed third-party managers to provide advisory and brokerage solutions.

Francis Fix is a financial advisor with Equitable Advisors holding a Series 66 designation. He has recently entered the industry and has prior work experience including roles at RBMuha and River Wealth Advisors. Equitable Advisors serves a broad 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, with a focus on working through program sponsors and endorsed third-party managers.

Michael Wenner is a financial advisor at Equitable Advisors with 24 years of industry experience. He holds a Series 66 designation and has been with Equitable Advisors since 2002, previously associated with Axa Advisors, LLC. 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 a range of third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance services tailored through a comprehensive client intake process.

Brandon Friday is a financial advisor at Equitable Advisors with 18 years of industry experience. He holds a Series 66 designation and has worked at Equitable Advisors since 2016, previously affiliated with AXA Advisors. Outside of his advisory role, he operates under the DBAs Karr Barth Associates and Firstrust Financial Resources. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a model that emphasizes LPL-sponsored and endorsed TAMP solutions.

Christopher Gerrard is a financial advisor with Equitable Advisors, holding a Series 66 license and 11 years of industry experience. He has worked at Equitable Advisors since 2017 and previously had roles at Axa Advisors, LLC and Capital One Investing. Gerrard is also involved with Integrated Financial Strategies, where he serves as a Registered Sales Assistant. Equitable Advisors provides financial planning, brokerage, insurance distribution, and access to third-party asset management programs for a wide range of clients, including individuals, high-net-worth clients, retirement plans, and institutions. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing LPL-sponsored programs and third-party managers to deliver advisory and brokerage solutions.

Pell White III is a financial advisor at Equitable Advisors with one year of industry experience. He holds a Series 66 designation and has prior experience at Fitch Ratings, Morgan Stanley, and Mercer Management. He also operated a sole proprietorship, Pell Jamison White II, and attended Penn State 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, offering both advisory and brokerage channels tailored to client goals and risk tolerance.

Brent Bialous is a financial advisor at Equitable Advisors with a Series 66 credential. He began his advisory career in 2025. Prior to entering the industry, he attended James Madison University and completed his education at Shawnee High School. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a dual-registered model as both an SEC-registered investment adviser and a broker-dealer.

William Keating Jr. is a financial advisor at Equitable Advisors with 23 years of industry experience. He holds the Series 66 designation and has been with Equitable Advisors since 2003, including its predecessor, Axa Advisors. He also operates an outside insurance brokerage business. Equitable Advisors serves a broad range of clients including individuals, high-net-worth individuals, retirement plans, and institutions, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs.

Matthew Piedimonte is a financial advisor with Equitable Advisors in Bala Cynwyd, PA, holding the Series 66 designation and five years of industry experience. Prior to joining Equitable Advisors in 2020, he spent five years with the Fellowship of Catholic University Students. He is also a licensed sales associate with Realty Benefit Services and Dergalis Associates, and serves as an administrator or trustee for family and non-family estate matters. 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 utilizes a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels tailored to client goals, risk tolerance, and time horizon.

Harry Lewis 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 roles at NuLook Improvements and Knishes and Dishes and completed his education at Pennsylvania State 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 a broad roster of third-party asset managers. The firm employs a hybrid referral and implementation model that combines advisory and brokerage services tailored to clients’ goals, risk tolerance, and time horizon.

Kenneth Apessos is a financial advisor with Equitable Advisors in Warrington, PA, holding a Series 66 designation and 18 years of industry experience. He has been with Equitable Advisors since 2008 and previously worked with AXA Advisors, LLC. Outside of his advisory role, Apessos serves as a board member and officer for Saint George Senior Housing. Equitable Advisors provides financial planning, retirement plan support, and access to asset management services for individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm operates a hybrid referral and implementation model, leveraging third-party asset managers and LPL programs to tailor advisory solutions based on clients’ goals, risk tolerance, and time horizon.

Michael Griffin is a financial advisor with Equitable Advisors in Ambler, PA, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has been with Equitable Advisors since 2011, previously associated with Axa Advisors LLC. Outside of advisory work, he serves as an administrator or executor of estates and trusts and operates an outside insurance brokerage business. 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.

Erica Appleby is a financial advisor with Equitable Advisors in Collegeville, PA, holding a Series 66 designation and having 19 years of industry experience. She has been with Equitable Advisors since 2006 and was previously affiliated with AXA Advisors. Erica also maintains outside insurance activities with Guardian and Lincoln Life. 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 range of third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

John Makransky is a financial advisor with Equitable Advisors in Bala Cynwyd, PA, holding Series 63 and Series 66 licenses and bringing 43 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Outside of his advisory role, he is a partner at Byron Partners, an outside insurance brokerage business. 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 asset managers. The firm utilizes a hybrid referral and implementation model, providing both advisory and brokerage/insurance channels tailored through a structured client intake process.

Lester Gallagher IV is a financial advisor with Equitable Advisors in Bala Cynwyd, PA, holding a Series 66 designation and bringing 20 years of industry experience. He has been with Equitable Advisors since 2008, including its predecessor Axa Advisors. Gallagher is also involved as an agent in several insurance-related activities and participates in life settlements and policy valuations. 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 a broker-dealer, working extensively through program sponsors and third-party managers to deliver advisory and brokerage solutions.

Matthew Winarski is a financial advisor at Equitable Advisors with 10 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Equitable Advisors since 2018, following prior roles at Axa Advisors and TD Bank. Outside of his advisory role, he serves on the board of the International Spring Festival at the Lansdale Library. Equitable Advisors serves a broad mix of 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 operates as both an SEC-registered investment adviser and broker-dealer, using a delivery model that incorporates LPL-sponsored programs and endorsed third-party managers.

James Terranova is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and over 44 years of industry experience. His career includes roles at Equitable Advisors since 1981 and Karr Barth Financial Planning, Inc. from 1991 to 2021. He is also involved in other business activities including ownership and management roles at Integrated Financial Strategies, LLC and Financial Planning Partners, 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 through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage services tailored to client goals and risk tolerance.