Timothy Carlson is a financial advisor at Equitable Advisors with three years of industry experience. He holds the Series 66 designation and has worked at Equitable Advisors since 2022, with prior roles at Edgewater Markets and JM Search. Outside of his advisory work, he serves as a part-time lacrosse coach for Mesa Lacrosse. 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 advisory and brokerage model that emphasizes tailored client intake processes and offers both discretionary and non-discretionary advisory services.

Jonathan Alexander is a financial advisor at Equitable Advisors with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at AXA Advisors and Lincoln Financial. Alexander is involved with the Jewish Federation of 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 various third-party managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage services tailored to clients’ goals and risk tolerance.

Michael Vinson is a financial advisor with Equitable Advisors in Bala Cynwyd, PA. He holds a Series 66 designation and has been in the industry since 2025. Prior to joining Equitable Advisors, he worked at Enterprise and has experience outside finance including a role at Iron Hill Brewery. 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 and offers both advisory and brokerage/insurance channels to meet client needs.

Jack Burkauskas is a financial advisor at Equitable Advisors with a Series 66 designation and two years of industry experience. His prior work includes roles at The University of Alabama and Country Club Estates. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by 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, delivering advisory and brokerage solutions primarily through program sponsors and third-party managers.

Jonathan Sechuk is a financial advisor with Equitable Advisors, holding a Series 66 designation and beginning his industry experience in 2023. His prior roles include work at Generation Life and involvement with the Fellowship of Catholic University Students (FOCUS). Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a dual SEC-registered investment adviser and broker-dealer model.

Joshua Redmond is a financial advisor at Equitable Advisors with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Equitable Advisors since 2016, previously spending five years at Overbrook Golf Club. Outside of his advisory role, he is associated with the DBA Karr Barth 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 as both an SEC-registered investment adviser and broker-dealer, utilizing LPL-sponsored programs and third-party managers to deliver advisory and brokerage solutions.

David Pozzi is a financial advisor at Equitable Advisors with 34 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. Outside of his advisory role, he operates an insurance brokerage business. 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 third-party programs. The firm employs a hybrid referral and implementation model, utilizing numerous third-party asset managers and providing both advisory and brokerage/insurance channels to clients.

Kevin Forster is a financial advisor at Equitable Advisors with nine years of industry experience. He holds the Series 66 designation and has previously worked at LPL Financial and Massachusetts Mutual Life Insurance Company. In addition to his advisory work, he coaches youth and high school lacrosse teams. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, offering financial planning, brokerage, insurance, and access to third-party asset management. The firm operates as both an SEC-registered investment adviser and broker-dealer and utilizes LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Andrew Knapp is a financial advisor at Equitable Advisors with 14 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Equitable Advisors since 2012, including prior experience with Axa Advisors. He is also involved with Franklin Group Financial Services. Equitable Advisors serves 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 is dual-registered as an SEC investment adviser and broker-dealer and delivers advisory and brokerage solutions through a range of program sponsors and third-party managers.

Charles Coyle Jr. is a financial advisor at Equitable Advisors with five years of industry experience. He holds a Series 66 designation and has been with Equitable Advisors since 2020. Prior to his current role, his work history includes positions outside of financial services, such as with The Churchville Inn and Sandy Run Country Club. 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, operating as both an SEC-registered investment adviser and a broker-dealer.

Paul Gaydos is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His prior roles include positions at InvestorLink Capital Markets LLC, Coastal Equities, Inc., and Mizuho Securities USA Inc. He holds a minority interest in Harvest Financial Technology, 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 a variety of third-party asset managers. The firm operates a hybrid referral and implementation model that combines advisory and brokerage channels tailored to client goals and risk tolerance.

John Delfin Skovira is a financial advisor with Equitable Advisors, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he worked at Dawood Engineering, Inc. and Retail Business Services. Outside of his advisory role, he serves as an administrator or executor of an estate and trustee of a trust. 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, risk tolerance, and time horizon.

John Stack III is a financial advisor with Equitable Advisors in Bala Cynwyd, PA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Equitable Advisors since 1999, including its predecessor AXA Advisors, 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 a broad roster of third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels tailored through a client intake process that documents goals, risk tolerance, and time horizon.

Owen Lawn is a financial advisor at Equitable Advisors with one year of industry experience. He holds a Series 66 designation and has prior experience at The Philadelphia Trust Company as well as academic positions at Valdosta State University, Roanoke College, West Chester University, and La Salle College 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, operating primarily through LPL-sponsored platforms and endorsed third-party managers.

Jerome Bland is a financial advisor with Equitable Advisors based in Bala Cynwyd, PA. He holds a Series 66 designation and has two years of industry experience. Outside of his advisory role, Bland is involved as a youth soccer coach with the Lower Merion Soccer Club and owns a non-investment-related business, St. George's Place Wealth 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 various third-party programs. The firm employs a hybrid referral and implementation model and offers both advisory and brokerage channels to meet client needs.

Christopher Sims is a financial advisor with Equitable Advisors in Bala Cynwyd, PA. He holds a Series 66 designation and has been with Equitable Advisors since 2025. His prior experience includes roles in sports organizations and education, including positions with the Premier Lacrosse League, Philadelphia Flyers, and Bucknell 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 third-party programs and advisory services. The firm employs a hybrid referral and implementation model, utilizing multiple third-party asset managers and offering both advisory and brokerage channels.

Jackson Di Marino is a financial advisor at Equitable Advisors with one year of industry experience. He holds a Series 66 designation. Prior to his current role, he has worked in various positions including entrepreneurial ventures such as Mingle Mocktails and D&D Landscaping. Equitable Advisors serves a broad 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 mainly through LPL-sponsored programs and endorsed third-party managers.

Timothy Maguire is a financial advisor with Equitable Advisors in Bala Cynwyd, PA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at Equitable Advisors since 1999 and previously at Karr Barth Financial Planning, Inc. from 2014 to 2022. Maguire serves on multiple boards, including the Haub School of Business at St. Joseph University and the Children’s Hospital of Philadelphia Cancer Center. 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 managers. The firm employs a hybrid referral and implementation model and offers both advisory and brokerage channels to implement client recommendations.

Laurence Russell III is a financial advisor with Equitable Advisors in Newtown, PA, holding a Series 66 designation and 17 years of industry experience. He has worked at Equitable Advisors since 2008 and is also associated with Financial Planning Partners LLC. Outside of his advisory role, he operates a business under the name Integrated Financial Strategies, Inc. 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 services tailored to client goals and risk tolerance.

Eric Lamar is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked at Axa Advisors, LLC. In addition to his advisory work, he operates an outside insurance brokerage business under the name Karr Barth Associates. Equitable Advisors serves individual investors, retirement plan sponsors and participants, corporations, and charitable organizations by offering financial planning, retirement plan support, and access to asset management through LPL programs and a broad range of third-party asset managers. The firm uses a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on clients’ goals, risk tolerance, and time horizon.