Andrew Goldman is a financial advisor at Equitable Advisors with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Equitable Advisors since 1999. He has a background that includes nearly two decades at Karr Barth Financial Planning, Inc. Outside of his advisory role, Goldman serves as chairman of the board and executive committee member of the Anti-Defamation League. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a range of advisory programs and third-party asset managers to tailor investment solutions for its clients.

Thomas Bryan is a financial advisor with Equitable Advisors in Bala Cynwyd, PA, holding a Series 66 designation and eight years of industry experience. He has worked at Equitable Advisors since 2017 and concurrently serves as Chief of Staff and Business and Operations Manager at RGA Wealth Strategies, which provides long-term disability solutions for organizations. Additionally, Bryan is licensed to practice law and occasionally represents clients in court. Equitable Advisors serves a range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm utilizes a network of Investment Adviser Representatives and third-party asset managers to deliver personalized investment solutions and fiduciary services.

Alexander Snyder is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and having 10 years of industry experience. His work history includes roles at Equitable Advisors since 2017, as well as prior experience with Axa Advisors, LLC, Rubgold Group, Lincoln Investment/Capital Analysts, and the Lehigh Valley Restaurant Group. Outside of his advisory role, he operates an outside insurance brokerage business. Equitable Advisors serves a diverse client base, including individuals across wealth levels, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and various asset management programs, delivering services through a network of Investment Adviser Representatives and referring clients to both proprietary and third-party asset managers.

Michael Paul is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Equitable Advisors since 1999, having worked previously under AXA Advisors, LLC. Outside of his advisory role, Paul is involved in several nonprofit organizations, including serving on the board and committees of Jewish Learning Venture and the Jewish Community Foundation of Greater Philadelphia, and participates in endowment and legacy gift initiatives at Temple Sinai. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and a variety of asset-management programs, utilizing third-party asset managers and proprietary advisory models without sponsoring its own wrap fee program.

William Weihenmayer Jr. is a Series 66-licensed advisor with Equitable Advisors, where he has worked since 2007, totaling 19 years in the industry. Prior to the firm's rebranding, he was associated with Axa Advisors, LLC for 13 years. Outside of his advisory role, he serves on several local boards, including Germantown Academy and the Pennypack Ecological Restoration Trust. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm delivers services through a network of Investment Adviser Representatives, utilizing a range of third-party asset managers and advisory programs without sponsoring its own wrap fee program.

Andrew Klazmer is a Series 66-credentialed financial advisor with 11 years of industry experience, currently with Equitable Advisors since 2015. He previously worked at Axa Advisors, LLC, overlapping with his current firm during the transition period. Outside of his advisory role, Klazmer serves on several nonprofit boards, including the Philadelphia Estate Planning Council and the Jewish Federation of Philadelphia NextGen, and is involved with the Golden Slipper Club and Charity Executive Board. Equitable Advisors serves individual clients, including both non‑HNW and high-net-worth individuals, as well as pension plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives, utilizing various third-party asset managers and advisory programs.

Douglas Burtnick is a financial advisor with Equitable Advisors, holding a Series 66 designation and six years of industry experience. His prior roles include positions at RubinGoldman and Associates, Capital Preservation Advisors, Equity Risk Services, and Aberdeen Asset Management, spanning from 2007 to the present. Outside of his advisory work, he serves as treasurer and board member of Congregation Beth Or and is a board member and volunteer with the CFA Society of Philadelphia, supporting sustainable investing initiatives and regional research challenges. Equitable Advisors provides financial planning, retirement consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and nonprofit organizations. The firm employs a model-driven approach to match clients with appropriate investment programs and offers a mix of proprietary and third-party solutions delivered through a network of Investment Adviser Representatives.

Andrew Rubin is a financial advisor with Equitable Advisors in Bala Cynwyd, PA, holding Series 63 and Series 65 licenses and having 44 years of industry experience. He has worked at Equitable Advisors since 1999 and previously with Axa Advisors and Karr Barth Financial Planning. Rubin serves on the boards of the Development Corp. for Israel and the Abramson Center for Jewish Life senior living center, and he is a member of the Abington Health Foundation Board of Trustees. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients through a network of Investment Adviser Representatives. The firm uses a range of firm-offered and third-party advisory programs, including the SAM program and LPL-sponsored solutions, covering mutual funds, ETFs, separately managed accounts, and select alternative investments.