Andrew Goldman is a financial advisor with Equitable Advisors in Penn Valley, PA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at Equitable Advisors since 1999 and previously at Karr Barth Financial Planning, Inc. since 2002. Outside of advising, he serves as chairman of the board and executive committee for the Anti-Defamation League. Equitable Advisors serves a broad client base including individual investors, retirement plan sponsors, corporations, and charitable organizations, offering financial planning and access to asset management through a variety of third-party programs. The firm operates a hybrid advisory and brokerage model with an emphasis on tailored client service and fiduciary engagements.

Thomas Bryan is a financial advisor with Equitable Advisors, holding a Series 66 designation and eight years of industry experience. He has been with Equitable Advisors since 2017 and concurrently serves as Chief of Staff and Business and Operations Manager at RGA Wealth Strategies. In addition to his financial advisory work, Bryan is a practicing attorney and a managing member of HTB Ventures 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 asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage services to tailor solutions based on clients’ goals, risk tolerance, and time horizon.

Alexander Snyder is a financial advisor with Equitable Advisors in Bala Cynwyd, PA, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has worked at Equitable Advisors since 2017 and previously at Axa Advisors, LLC, Lincoln Investment/Capital Analysts, and the Lehigh Valley Restaurant Group. Snyder also 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 various 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.

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, previously associated with AXA Advisors during much of that time. Outside of his advisory work, Paul is involved in several nonprofit organizations, including serving on the board of the Jewish Learning Venture and participating in endowment and legacy committees at Temple Sinai. 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 services tailored through a detailed client intake process.

William Weihenmayer Jr. is a financial advisor at Equitable Advisors with 19 years of industry experience. He holds a Series 66 credential and has been with Equitable Advisors since 2007, including its predecessor Axa Advisors, LLC. Outside of his advisory role, he serves on the boards of Germantown Academy, Pennypack Ecological Restoration Trust, and Huntingdon Valley Country Club. Equitable Advisors provides financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs for a diverse client base, including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm operates through LPL-sponsored programs and endorsed TAMPs, offering advisory and brokerage solutions with both discretionary and non-discretionary asset management options.

Andrew Klazmer is a financial advisor with Equitable Advisors in Bala Cynwyd, PA, holding a Series 66 designation and 10 years of industry experience. He has been with Equitable Advisors since 2015 and previously worked at Axa Advisors. Klazmer serves on the Philadelphia Estate Planning Council board, is an executive board member of the Golden Slipper Club and Charity, and holds an officer position with the Jewish Federation of Philadelphia NextGen At-Large 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 managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Douglas Burtnick is a financial advisor at Equitable Advisors with six years of industry experience. He holds a Series 66 designation and has worked at firms including RubinGoldman and Associates, Capital Preservation Advisors, Equity Risk Services, and Aberdeen Asset Management. Outside of his advisory work, Burtnick serves as treasurer and board member for Congregation Beth Or and is active with the CFA Society of Philadelphia, participating on its board and supporting committees focused on sustainable investing and an annual research challenge. 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 a range of third-party programs and affiliates. The firm employs a hybrid referral and implementation model that leverages multiple program sponsors and emphasizes individualized client planning.

Andrew Rubin is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Equitable Advisors since 1999 and also maintains a longstanding role with Karr Barth Financial Planning, Inc. Rubin serves on the boards of the Development Corporation for Israel and the Abramson Center for Jewish Life senior living center, as well as the Abington Health Foundation. Equitable Advisors provides financial planning, retirement-plan support, and access to asset management services to individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm operates a hybrid referral and implementation model, utilizing third-party asset managers and LPL programs to tailor advisory services based on client goals, risk tolerance, and time horizon.

Jason Klazmer is a financial advisor with Equitable Advisors, holding a Series 66 designation and 11 years of industry experience. He has been with Equitable Advisors since 2014 and previously worked at Axa Advisors. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through various third-party programs and platforms. The firm operates a hybrid referral and implementation model that combines advisory and brokerage channels to deliver tailored client solutions.