Jaclyn Unger is a financial advisor with Equitable Advisors in Boca Raton, FL, holding a Series 66 credential and 15 years of industry experience. She has worked at Equitable Advisors since 2012, including time with Axa Advisors, LLC from 2012 to 2020. Outside of her advisory role, she is involved in sales of group and individual health and ancillary products and participates in a tax account program through Realty Benefit Services. 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 asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services through structured client intake and offering both discretionary and non-discretionary management options.

Dean Dignoti is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He previously worked for The Prudential Insurance Company of America and Pruco Securities LLC from 2013 to 2023. In addition to his advisory role, he operates as an independent agent specializing in the sales and service of fixed insurance products. 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 and offers both advisory and brokerage/insurance channels to meet client needs.

Donna Timmerman is a financial advisor at Equitable Advisors with 19 years of industry experience. She holds a Series 66 designation and has worked at Equitable Advisors since 2006, including time at its predecessor, Axa Advisors. Outside of her advisory role, she is involved with Comprehensive Planning-Goodman LLC, focusing on life insurance policy sales. 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 employs a hybrid referral and implementation model, providing both advisory and brokerage/insurance services.

Sabrina Cabrera is a financial advisor at Equitable Advisors with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Equitable Advisors since 2015, previously working at AxA Advisors. Outside of her advisory role, she serves as a treasurer for Haven in Faith, Inc., a nonprofit organization in Greenacres, FL. 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 to meet client needs.

Christian Mc Kenna is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he worked at SP Plus Corporation, Publix Super Markets, and Chipotle Mexican Grill. 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 that leverages multiple advisory platforms and emphasizes individualized client service.

Artur Zaytsev is a financial advisor at Equitable Advisors with a Series 66 designation and two years of industry experience. Prior to joining Equitable Advisors in 2023, he worked at Frendee.com and was involved with Prison Connect and Rubard LLC d/b/a CentMobile. 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 and offers both advisory and brokerage/insurance channels to implement client recommendations.

Michael Goldberg is a financial advisor with Equitable Advisors in Boca Raton, FL, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 2003. Outside of his advisory work, he serves as executor of his mother's estate and is a member of the Parkland Chamber of Commerce. 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 operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Craig Levy is a financial advisor with Equitable Advisors, holding a Series 66 designation and 22 years of industry experience. He has been with Equitable Advisors since 2003, including its predecessor Axa Advisors, LLC. Based in Boca Raton, FL, Levy has spent his entire advisory career at the same firm. 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, offering both advisory and brokerage/insurance channels to meet client needs.

Raymond Jacobs is a financial advisor at Equitable Advisors with two years of industry experience. He holds the Series 66 designation and previously worked at Florida Atlantic University and Gunther Volkswagen of Coconut Creek. Equitable Advisors serves a diverse client base including 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. The firm operates as both an SEC-registered investment adviser and broker-dealer, relying on LPL-sponsored programs and endorsed TAMPs to deliver a range of advisory and brokerage solutions.

Andrew Raudenbush is a financial advisor with Equitable Advisors in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Equitable Advisors since 2011 and previously worked at Axa Advisors. Outside of his advisory role, Raudenbush serves as president of AJR Insurance Group, Inc., a firm specializing in employee benefits consulting. 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, combining advisory and brokerage services with a focus on tailored client strategies.

Vincent Hulme is a financial advisor with Equitable Advisors in Boca Raton, FL, holding Series 63 and Series 65 licenses and having five years of industry experience. His prior roles include positions at Valic Financial Advisors, Northwestern Mutual, JEZ Capital, and Budget Inks. He serves as an assistant football coach for the offensive and defensive lines at Boca Christian High School. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charitable organizations, and institutional investors, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through multiple program sponsors and endorsed third-party managers, with a significant portion of assets managed on a non-discretionary basis.

Michael Martin is a Series 66-credentialed financial advisor with eight years of industry experience, currently with Equitable Advisors in Boca Raton, FL. His work history includes positions at Equitable Advisors since 2018 and Axa Advisors from 2018 to 2020. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charitable organizations, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm utilizes a delivery model that incorporates LPL-sponsored programs and endorsed third-party managers to provide advisory and brokerage solutions.

Taylor Baron is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and possessing four years of industry experience. His prior roles include positions at Voya Financial Advisors, David Lerner Associates, State Farm, Nordstrom, and Brescome Barton. 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 array of 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.

Matthew Serbos Jr. is a financial advisor at Equitable Advisors with a Series 66 designation and approximately one year of industry experience. His prior roles include positions at DataScore, Serbos Marketing Partners, and Landfall Data. Equitable Advisors serves a diverse 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 as both an SEC-registered investment adviser and broker-dealer.

Nicholas Dull is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Equitable Advisors since 2007 and previously worked at 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 various third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to deliver customized client solutions.

Ellie Karibian is a financial advisor at Equitable Advisors with 26 years of industry experience. She holds the Series 66 designation and has been with Equitable Advisors since 2005, following a prior role 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 third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services according to client goals, risk tolerance, and time horizon.

Christopher Myers is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he worked at Snipes for four years and had multiple engagements with Union League Liberty Hill. 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, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Christopher Relyea is a financial advisor with Equitable Advisors in Boca Raton, FL, holding a Series 66 designation and three years of industry experience. Prior to joining Equitable Advisors in 2026, he worked with Broward County Schools for 20 years. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charitable organizations, and institutions, 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, utilizing LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Joseph Lagriola is a financial advisor with Equitable Advisors in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at Equitable Advisors since 2005 and previously 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 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.

Myles German is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Equitable Advisors since 2005 and previously worked at Axa Advisors. Outside of financial advising, he provides consulting services as a divorce financial neutral and serves as co-trustee on his parents’ trust. 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 various third-party asset managers and LPL programs. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals and risk tolerance.

Nichole Kelly is a financial advisor with Equitable Advisors in Parkland, FL, holding a Series 66 designation and six years of industry experience. She has worked at Equitable Advisors since 2019 and previously at Axa Advisors, LLC. Outside of her advisory role, she serves on the board of the Florida Bleeding Disorders Association, helping to organize awareness events. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, offering financial planning, retirement-plan support, and access to asset management through various third-party programs. The firm uses a hybrid referral and implementation model, combining advisory and brokerage services tailored to client goals and risk tolerance.

Nicholas Morales is a financial advisor with Equitable Advisors in Deerfield Beach, FL, holding a Series 66 designation and three years of industry experience. Prior to joining Equitable Advisors in 2022, he worked in various roles including positions at Yard House and Dick's Sporting Goods. Equitable Advisors serves a broad client base including individual investors, retirement plan sponsors, corporations, and charitable organizations, offering financial planning and retirement-plan support alongside access to asset management through LPL programs and multiple third-party asset managers. The firm employs a hybrid referral and implementation model that combines advisory and brokerage/insurance channels to execute client recommendations.

Angela Oprici is a financial advisor with Equitable Advisors in Boca Raton, FL. She holds a Series 66 designation and has two years of industry experience. Prior to joining Equitable Advisors in 2023, she worked at Ohlin Tax & Accounting from 2021 to 2023 and has held various roles in the hospitality sector. Outside of advising, she has engaged in food delivery services. 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. The firm operates a hybrid referral and implementation model, utilizing external asset managers and offering both advisory and brokerage services.

Juan Seisdedos is a financial advisor with Equitable Advisors holding a Series 66 designation and beginning his career in 2026. Prior to joining Equitable Advisors, he worked at Amazon and B. Riley Wealth Management. Equitable Advisors serves a diverse range of clients including individuals, high-net-worth individuals, retirement plans, corporations, charities, and institutions 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 endorsed TAMPs to deliver advisory and brokerage solutions.

Denise Madnick is a financial advisor with Equitable Advisors in Boca Raton, FL, holding a Series 66 designation and 16 years of industry experience. Her career includes roles at Raymond James & Associates and AXA Advisors prior to her current position at Equitable Advisors. She is also president of SadieChlo, a business owned by her husband. Equitable Advisors serves a broad client base including individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and asset management access through LPL programs and various third-party managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage services with tailored financial plans based on client goals and risk tolerance.

Frank Cummings is a financial advisor at Equitable Advisors with 31 years of industry experience. He has been with Equitable Advisors since 2002 and previously worked at Axa Advisors, LLC. Cummings holds a Series 66 designation and is based in West Palm Beach, FL. Outside of his advisory role, he is involved in insurance sales through various companies. 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 asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Charles Edris is a financial advisor with Equitable Advisors in Boca Raton, FL, holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, LLC, since 1999. Edris serves as a board member of the Navy League of the United States, contributing approximately one hour per month. 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, leveraging LPL and third-party asset managers to deliver tailored advisory and brokerage solutions.

Tristan Saleh is a financial advisor at Equitable Advisors with six years of industry experience. He holds a Series 66 designation and has worked at Equitable Advisors since 2019, following a brief tenure at Axa Advisors, LLC. Prior to his advisory career, he was affiliated with Florida Atlantic University for four years. 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 combines advisory and brokerage/insurance channels and utilizes a hybrid referral and implementation model to tailor services based on client goals, risk tolerance, and time horizon.

Anthony Lucido is a financial advisor with Equitable Advisors and holds a Series 66 designation. He has three years of industry experience and previously worked at The Benjamin School and has been involved with Dirtbags Baseball, Palm Beach Gardens Recreation, and Publix in various capacities. Equitable Advisors serves a broad range of clients, including individuals, high-net-worth, 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, relying extensively on LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Daniel Leon is a financial advisor with Equitable Advisors in Boca Raton, FL, holding a Series 66 designation and eight years of industry experience. He has worked at Equitable Advisors since 2017 and previously worked at Axa Advisors from 2017 to 2020. Daniel also has experience at Florida Atlantic University. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm participates in LPL-sponsored programs and endorsed third-party manager platforms to deliver both advisory and brokerage solutions.

Antonio Puente is a financial advisor with Equitable Advisors in Boca Raton, FL, holding Series 63 and Series 65 licenses and six years of industry experience. He previously worked at Axa Advisors and has experience in education through roles at Delray Schooling Center and Florida Atlantic University. Outside of his advisory work, Puente coaches football at Boca Raton Christian School. 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, offering both advisory and brokerage channels to implement client recommendations.

Amina Mansour is a financial advisor at Equitable Advisors with Series 66 credentials and one year of industry experience. Her prior work includes roles at Demtech International and Scotiabank. 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 various third-party programs. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals and risk tolerance.

Connor Hagen is a financial advisor with Equitable Advisors, holding a Series 66 designation and based in Boca Raton, FL. He has experience working at Muddy Waters and Sutter Securities Inc, and was affiliated with the University of Florida before beginning his advisory career in 2024. 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 and offers both advisory and brokerage channels to implement client recommendations.

Alexandr Demchak is a financial advisor with Equitable Advisors in Boca Raton, FL, holding a Series 66 designation and five years of industry experience. His prior work includes roles with the Boston Red Sox and Sussex County Miners. 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 uses a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.

Michael Sprung is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and 12 years of industry experience. His prior work includes eight years at Axa Advisors LLC and three years at Shoe Parlor. 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, offering both advisory and brokerage/insurance channels tailored to client goals and risk tolerance.

Lori Martin is a financial advisor with Equitable Advisors holding Series 65 and Series 63 credentials. She has professional experience in financial services since 2022, including roles at US Mortgage Lenders and Barrett Financial Group, and has worked in education with Broward County Public Schools. Martin has also maintained a business, LGM & Companies, since 2019. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, and institutions, offering financial planning, brokerage services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, leveraging LPL-sponsored programs and third-party managers to deliver a range of advisory and brokerage solutions.

Adriana Mcgrath is a financial advisor at Equitable Advisors with 15 years of industry experience. She holds the Series 66 designation and has been with Equitable Advisors since 2012, having previously worked at Axa Advisors. 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, delivering advisory and brokerage solutions through program sponsors and third-party managers.

Anthony Peranich is a financial advisor with Equitable Advisors in Boca Raton, FL, holding Series 66, Series 63, and Series 65 licenses and bringing 12 years of industry experience. His prior positions include roles at Northwestern Mutual, Ananta, LLC, and Aristo Software. 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, utilizing LPL-sponsored programs and a variety of endorsed third-party asset management platforms.

Brandt Shuler is a financial advisor with Equitable Advisors in Boca Raton, FL, holding Series 65 and Series 63 registrations and 19 years of industry experience. He has been with Equitable Advisors since 2008 and previously worked at Axa Advisors, LLC. His other business activity includes serving as power of attorney for his wife. 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, working extensively through program sponsors and third-party managers to deliver advisory and brokerage solutions.

Cameron Carlton is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he worked at Proctor Dealerships and has a background that includes roles at several educational institutions and other organizations. 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. The firm operates through program sponsors and endorsed platforms, managing a mix of discretionary and non-discretionary assets, and frequently refers clients to affiliated managers while participating in LPL-sponsored wrap programs.

Thomas Giunta is a financial advisor with Equitable Advisors in Boca Raton, FL, holding a Series 66 designation and 10 years of experience in the industry. He has worked at Equitable Advisors since 2016 and previously at Axa Advisors, LLC. Outside of his advisory role, Giunta is involved in tax preparation and financial services through his ownership of Cove Financial, LLC and related entities, and he serves as treasurer for both the Rotary Club of Boca Raton and the Woodlake Homeowners Association, as well as a director on the Boca Raton Rotary Fund board. 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, operating through SEC registration and broker-dealer status with a focus on LPL-sponsored and endorsed third-party platforms.

Bryan Braud Jr. is a Series 66-licensed advisor with Equitable Advisors in Boca Raton, FL, bringing 14 years of industry experience. He has been with Equitable Advisors since 2012 and previously worked at Axa Advisors, LLC. He serves as a trustee of the Braud Family House Trust. 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 as both an SEC-registered investment adviser and a broker-dealer, delivering advisory and brokerage solutions primarily through program sponsors and third-party managers.

Libby Cachon is a financial advisor at Equitable Advisors with two years of industry experience. She holds Series 63 and Series 66 licenses and has held positions at Maxim Group and other employers prior to joining Equitable Advisors. Outside of finance, Cachon has work experience in retail and healthcare settings. 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 and LPL programs. The firm employs a hybrid referral and implementation model that integrates advisory and brokerage/insurance channels.

Jordan Ruddy is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he held various roles across multiple industries including positions at Florida Atlantic University and Skylounge Orlando. 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 employs a hybrid referral and implementation model, providing both advisory and brokerage/insurance channels to implement client recommendations.

Philip Babb 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 worked in personal training and coaching, including positions as a goalie coach and roles at LA Fitness and NCSA. 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 tailored advisory services based on clients’ goals, risk tolerance, and time horizon.

Aaron Skeffrey 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, including time at Axa Advisors. Outside of his advisory work, he is the managing member of Crownstone Wealth Partners LLC, an entity used to run payroll for administrative support. 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 is dual-registered as an SEC-registered investment adviser and broker-dealer and works extensively through program sponsors and third-party managers to deliver advisory and brokerage solutions.