Alan Mullner is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. His prior work includes roles at Reliance Matrix, Catalent Pharmaceuticals, Arthur Gallagher Insurance, and Temple University Fox School of Business. 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 primarily through LPL-sponsored programs and endorsed third-party managers.

Natalie Haller is a financial advisor at Equitable Advisors with 15 years of industry experience. She holds the Series 66 designation and previously worked for UBS Financial Services for 11 years. Natalie is based in Bala Cynwyd, PA. 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 its dual registration as an SEC-registered investment adviser and broker-dealer.

William Fehl is a Series 66 credentialed financial advisor with 20 years of industry experience, currently with Equitable Advisors since 2005. Prior to the firm’s rebranding, he was with Axa Advisors, LLC from 2005 to 2020. He serves as co-chairman of The Mark Alexander Baranowski Memorial Fund, organizing an annual charity golf outing to raise money for the Cardiac Center at the Children’s Hospital of Philadelphia. Equitable Advisors provides financial planning, retirement plan support, and asset management services to individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm operates a hybrid advisory and brokerage model, offering access to multiple third-party asset managers and tailoring services based on clients’ goals, risk tolerance, and time horizon.

Michael O'Brien is a financial advisor at Equitable Advisors with two years of industry experience. He holds the Series 66 designation and previously worked at Northwood/Hatboro Cemetery Co. for 15 years and was involved with 86 Hockey, LLC. He serves as an administrator or executor of estates or trustee of trusts for family and non-family members. 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 implement client recommendations.

David May is a financial advisor at Equitable Advisors with two years of industry experience. He holds the Series 66 designation and has a background that includes roles at several companies such as Instacart, DoorDash, and Uber, as well as experience as a self-employed attorney. Outside of financial advising, he works as an independent contractor providing feedback on AI model responses. 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 a range of third-party programs. The firm uses a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services according to client goals and risk tolerance.

Dane Johnson is a financial advisor with Equitable Advisors in Bala Cynwyd, PA, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has been with Equitable Advisors since 2012 and previously worked at 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 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.

Bernard Mccole is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. He has been with Equitable Advisors and its affiliated entities since 1998. In addition to his advisory work, he is involved in another 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 a range of third-party asset managers. The firm operates a hybrid referral and implementation model that combines advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Raymond Vandegrift is a financial advisor with Equitable Advisors in Bala Cynwyd, PA, holding Series 63 and Series 66 credentials and seven years of industry experience. His prior work includes roles at AXA Advisors and Med Park Corp. Outside of advising, he has served as a coach for BIG 4/TRIPLE HHH since 2014. 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 managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Danial Roman is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has been with Equitable Advisors since 2012 and previously worked at Axa Advisors LLC. He also operates a business under the name A.P. Lubrano & Company, 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 channels to meet diverse client needs.

Nicholas Delucas is a financial advisor at Equitable Advisors with five years of industry experience. He holds a Series 66 designation and has previously worked in athletic administration at Muhlenberg College as well as in a family construction and maintenance business. He operates a separate business under the name Karr Barth Associates. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, providing a range of financial planning, brokerage, insurance, and asset management services through multiple third-party platforms.

Gary Wetzel is a financial advisor with Equitable Advisors in Ardmore, PA, holding Series 63 and Series 65 licenses and bringing 52 years of industry experience. He has been with Equitable Advisors since 2006 and previously worked at Axa Advisors, LLC. Outside of his advisory role, he is involved in an outside insurance brokerage business operating 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 a range of third-party asset managers. The firm employs a hybrid referral and implementation model combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Vincent Stach is a financial advisor with Equitable Advisors in Bala Cynwyd, PA, holding Series 63 and Series 65 licenses and with 31 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. Outside of his advisory work, he volunteers as a fundraising volunteer for St. Joseph's Prep. 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 that includes advisory and brokerage channels to deliver tailored financial solutions.

David Alexander is a financial advisor with Equitable Advisors, holding a Series 66 designation and three years of industry experience. Before joining Equitable Advisors in 2023, he worked at Stats Perform since 2021, where he attends live sporting events and reports match statistics in real time. He also has a background in the automotive industry and the National Automobile Dealers Association. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, offering financial planning, brokerage, insurance, and access to third-party asset management programs through a dual-registered advisor and broker-dealer model.

Michael Gainer is a financial advisor with Equitable Advisors in Ivyland, PA, holding a Series 66 designation and over 23 years of industry experience. He has worked at Equitable Advisors since 2002 and previously at Karr Barth Financial Planning, Inc. and Financial Planning Partners LLC. Gainer serves as a board member of the Miracle League of Northampton Township, a charity that provides social and athletic programs for individuals with special needs and their families. 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 LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Ryan Schuler 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, he held positions at Karr Barth Associates and has an academic background from Pennsylvania State University. He also has professional experience working at the Black Bass Hotel and in various educational roles within the Pennridge School District. 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 operates as both an SEC-registered investment adviser and broker-dealer, relying heavily on LPL-sponsored programs and a range of endorsed turnkey asset management platforms.

Michael Kalapos is a financial advisor with Equitable Advisors in Bala Cynwyd, PA. He holds a Series 66 designation and has 12 years of industry experience. Prior to Equitable Advisors, he was affiliated with Axa Advisors and has been associated with Integrated Financial Strategies, Inc. since 2011. 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, relying significantly on LPL-sponsored programs and endorsed third-party managers to provide advisory and brokerage solutions.

Tanner Williams is a financial advisor with Equitable Advisors in Philadelphia, PA, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior work includes roles at Giant Food Stores, TNT Fireworks, Pfs Investments Inc, The Home Depot, Primerica Financial Services, Stellar Building Services, and Eastern York High School. Outside of advising, he is active 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 through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model combining advisory, brokerage, and insurance channels to tailor services based on client goals, risk tolerance, and time horizon.

Matthew Orlando is a financial advisor with Equitable Advisors, holding a Series 66 designation and two years of industry experience. His prior roles include positions at UBS Financial Services and board membership in the Philly Network of the University of Maryland Alumni Association. He has also been involved with the University of Maryland and Bishop Eustace in previous roles. Equitable Advisors serves a wide range of clients, including individuals, high-net-worth, retirement plans, corporate, charitable, and institutional clients, offering financial planning, brokerage, insurance, 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 third-party managers to deliver advisory and brokerage solutions.

Brian Nolan is a financial advisor at Equitable Advisors with a Series 66 designation and approximately one year of industry experience. Prior to his current role, he has worked in technology and business roles, including positions at QlikTech, Dell Boomi, and Delinea. He also has experience running a landscaping business and has spent time in higher education administration. 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 SEC investment adviser and broker-dealer, working extensively with program sponsors and endorsed third-party managers to offer advisory and brokerage solutions.