Jaclyn Unger is a financial advisor with Equitable Advisors in Boca Raton, FL, holding a Series 66 designation and 16 years of industry experience. She has worked at Equitable Advisors since 2012 and previously held roles at Axa Advisors, LLC, and Hornor, Townsend & Kent, LLC. In addition to her advisory work, Unger is involved in outside insurance brokerage activities, including sales of group and individual health and ancillary products. Equitable Advisors serves a diverse client base that includes individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing a combination of firm-offered programs and referrals to third-party asset managers.

Dean Dignoti is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, and Valic Financial Advisors. He is also an independent agent involved in the sales and service of fixed insurance products. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a range of advisory models, often implemented through third-party managers, and offers ERISA fiduciary services to qualified plans.

Donna Timmerman is a financial advisor with Equitable Advisors in Boca Raton, FL, holding a Series 66 designation and 20 years of industry experience. She has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 2006. Outside of her advisory work, she is involved with Comprehensive Planning-Goodman LLC, focusing on life insurance policy sales. Equitable Advisors serves a broad client base, including individuals across wealth levels, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing third-party asset managers and advisory programs to deliver tailored investment solutions.

Sabrina Cabrera is a financial advisor with Equitable Advisors in Boca Raton, FL, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. She has worked with Equitable Advisors since 2015 and was previously affiliated with AxA Advisors. Outside of her advisory role, she serves as Treasurer for Haven in Faith, INC, a nonprofit organization in Greenacres, FL. 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 strategies based on personal and plan information and risk tolerance.

Christian Mc Kenna is a financial advisor at Equitable Advisors with one year of industry experience. He holds the Series 66 designation and has previously worked at SP Plus Corporation and Publix Super Markets. 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 asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party solutions.

Artur Zaytsev is a financial advisor with Equitable Advisors in Boca Raton, FL, holding a Series 66 designation and three years of industry experience. His prior experience includes roles at Frendee.com, Prison Connect, and Rubard LLC d/b/a CentMobile. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, charitable organizations, and other institutional clients. The firm emphasizes personalized risk assessment and matching clients with advisory program models and third-party asset managers.

Michael Goldberg is a financial advisor with Equitable Advisors in Boca Raton, FL, holding Series 63 and Series 66 designations and 27 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 2003. Outside of his advisory role, he serves as the executor of his mother's estate and participates in the Parkland Chamber of Commerce. 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. The firm offers a variety of advisory programs, including third-party managed solutions and discretionary portfolio management, focusing on aligning clients’ risk tolerance with appropriate investment models.

Craig Levy is a financial advisor with Equitable Advisors in Boca Raton, FL, holding a Series 66 designation and 23 years of industry experience. He has been with Equitable Advisors since 2003, including its predecessor Axa Advisors, LLC. 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. The firm delivers its services through a network of Investment Adviser Representatives using a combination of firm-offered programs and third-party asset managers, focusing on aligning clients with suitable investment models and discretionary managers.

Raymond Jacobs is a financial advisor with Equitable Advisors, holding a Series 66 designation and two years of industry experience. Prior to joining Equitable Advisors, he worked at Florida Atlantic University and Gunther Volkswagen of Coconut Creek. Equitable Advisors serves individuals across various wealth levels, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and relies on third-party asset managers and LPL-sponsored advisory programs for many of its solutions.

Dean Maragos 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 at Edward Jones, Merrill Lynch/BOA, and has additional experience in the automotive and dental industries. Equitable Advisors serves a broad range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives. The firm utilizes third-party programs and discretionary managers to tailor investment strategies across mutual funds, ETFs, separately managed accounts, and select alternative investments.

Jessica Barrios is a financial advisor with Equitable Advisors in Boca Raton, FL. She holds the Series 66 designation and has one year of industry experience. Prior to her current role, she worked in education and educational resource development, including positions at Teachers Pay Teachers and pediatric emergency standards development. Equitable Advisors serves individuals across the wealth spectrum, as well as pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.

Andrew Raudenbush is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and 22 years of industry experience. He has worked with Equitable Advisors since 2011 and previously with VOYA Financial Advisors from 2007 to 2011. Outside of his advisory role, he serves as president of AJR Insurance Group, Inc., specializing in employee benefits consulting. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations with financial planning, retirement plan consulting, and asset management programs. The firm utilizes both proprietary and third-party advisory models and emphasizes tailored solutions based on client risk tolerance and personal information.

Vincent Hulme is a financial advisor with Equitable Advisors in Boca Raton, FL, holding Series 63 and Series 65 licenses and five years of industry experience. His previous roles include positions at Valic Financial Advisors and Northwestern Mutual. Outside of his advisory work, he serves as an assistant football coach at Boca Christian High School, coaching the offensive and defensive lines. Equitable Advisors serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a broad network of Investment Adviser Representatives and third-party program sponsors.

Michael Martin is a financial advisor with Equitable Advisors, holding a Series 66 credential and eight years of industry experience. He has been with Equitable Advisors since 2018, previously working at Axa Advisors and spending time at Florida State University. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and various asset-management programs. The firm’s approach involves assessing client information and risk tolerance to match clients with program models or discretionary managers, utilizing third-party asset managers and advisory programs.

Taylor Baron is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and bringing five years of industry experience. His prior work includes roles at Voya Financial Advisors, David Lerner Associates, State Farm, Nordstrom, and Brescome Barton. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients, offering financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives. The firm utilizes both proprietary and third-party investment models, focusing on personalized risk assessment and fiduciary services.

Matthew Serbos Jr. is a financial advisor with Equitable Advisors in Boca Raton, FL. He holds a Series 66 designation and began his advisory career in 2026. Prior to joining Equitable Advisors, he was involved with several companies including DataScore and Serbos Marketing Partners, LLC. Equitable Advisors serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing a mix of proprietary and third-party investment solutions.

Nicholas Dull is a financial advisor with Equitable Advisors in Boca Raton, FL, holding Series 63 and Series 65 designations and 27 years of industry experience. He has been with Equitable Advisors since 2007 and previously worked at Valic Financial Advisors from 1999 to 2007. Equitable Advisors serves individual clients ranging from non‑high-net-worth to high-net-worth, as well as pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing third-party asset managers and LPL-sponsored advisory programs.

Ellie Karibian is a financial advisor at Equitable Advisors with 26 years of industry experience. She holds a Series 66 designation and has been with Equitable Advisors since 2005, including its predecessor, AXA Advisors. Equitable Advisors serves a wide range of clients, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm utilizes various advisory models and third-party asset managers to deliver tailored investment solutions.

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, his background includes roles at Union League Liberty Hill and Snipes. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs delivered through a network of Investment Adviser Representatives, utilizing both firm-offered and third-party advisory solutions.

Christopher Relyea is a financial advisor with Equitable Advisors in Boca Raton, FL, holding a Series 66 credential and three years of industry experience. He has been with Equitable Advisors since 2026 and has concurrently worked with Broward County Schools for 20 years. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm primarily uses third-party asset managers and advisory programs to implement investment models while offering ERISA fiduciary services to qualified plans.

Joseph Lagriola is a financial advisor with Equitable Advisors in Boca Raton, FL, holding Series 63 and Series 65 designations and 44 years of industry experience. He has been with Equitable Advisors since 2005, including during the period when the firm was known as AXA Advisors. Equitable Advisors serves a broad client base that includes individuals ranging from non-high-net-worth to high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives, utilizing a combination of firm-offered and third-party advisory solutions.

Myles German is a financial advisor with Equitable Advisors in Boca Raton, FL, holding Series 63 and Series 65 licenses and with 26 years of industry experience. He has been with Equitable Advisors since 2005 and previously worked at AXA Advisors, Trusted Securities Advisors Corp., and Mony Securities Corporation. Outside of financial advising, he serves as a divorce financial neutral and acts as co-trustee on his parents' trust. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm delivers its advice through a network of Investment Adviser Representatives using a variety of third-party advisory programs and focuses on matching clients to appropriate investment models and discretionary managers.

Nichole Kelly is a financial advisor with Equitable Advisors holding a Series 66 designation and seven years of industry experience. Her prior work includes roles at Axa Advisors, Wyndham Vacation Ownership, and she is owner of Nichole Kelly Inc., where she advises on Medicare consulting and sales. Kelly serves on the board of the Florida Bleeding Disorders Association, participating in quarterly meetings and biannual awareness events. Equitable Advisors provides financial planning, retirement consulting, and asset management services to individuals, institutional clients, and charitable organizations. The firm utilizes a range of advisory programs, including third-party asset managers and proprietary offerings, focusing on personalized client assessments and fiduciary services.

Nicholas Morales is a financial advisor at Equitable Advisors with four years of industry experience. He holds a Series 66 designation and has prior work experience in retail and career services, including roles at Yard House and the Florida State Career Center. 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 asset management programs delivered through a network of investment adviser representatives and third-party managers.

Angela Oprici is a financial advisor with Equitable Advisors in Boca Raton, FL, holding a Series 66 designation and two years of industry experience. Her prior work includes roles at Ohlin Tax & Accounting and Villagio. Outside of advising, she has worked as a food delivery driver for DoorDash. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs, utilizing both proprietary and third-party advisory models.

Juan Seisdedos is a financial advisor at Equitable Advisors with a Series 66 designation and less than one year of industry experience. Prior to joining Equitable Advisors, he worked at Amazon and B. Riley Wealth Management and completed his education at the University of Central Florida. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and various asset management programs through a network of Investment Adviser Representatives and third-party partners.

Denise Madnick is a financial advisor with Equitable Advisors in Boca Raton, FL, holding a Series 66 designation and 17 years of industry experience. Her career includes roles at Raymond James & Associates, Wells Fargo Clearing, J.P. Morgan Securities, Chase Investment Services, and Edward Jones. She also serves as president of her husband's business, SadieChlo. Equitable Advisors advises a broad range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, delivering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and partnerships with third-party asset managers.

Tristen Auclair is a financial advisor with Equitable Advisors, holding the Series 66 designation and based in Boca Raton, FL. He has one year of industry experience and has held various roles outside finance, including involvement with I9 Sports league and Bright Future Electric. Auclair has also been affiliated with Florida Atlantic University since 2024. Equitable Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives, utilizing both firm-offered and third-party advisory programs.

Frank Cummings is a financial advisor with Equitable Advisors in Boca Raton, FL, holding a Series 66 designation and 32 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 2002. Outside of advisory work, he is involved in insurance sales through various companies. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset management programs, utilizing both proprietary and third-party advisory models.

Charles Edris is a financial advisor with Equitable Advisors in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Equitable Advisors since 1999, including its predecessor firm AXA Advisors. Outside of his advisory role, he serves as a board member of the Navy League of the U.S. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm’s approach involves matching clients to program models or discretionary managers through a network of Investment Adviser Representatives, utilizing a range of investment products and third-party advisory programs.

Tristan Saleh is a financial advisor with Equitable Advisors in Boca Raton, FL, holding a Series 66 credential and seven years of industry experience. He previously worked at Axa Advisors, LLC, and was affiliated with Florida Atlantic University. Equitable Advisors serves a range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes a network of Investment Adviser Representatives and partners with third-party asset managers and LPL-sponsored advisory programs to deliver personalized investment solutions.

Anthony Lucido is a financial advisor at Equitable Advisors with three years of industry experience. He holds a Series 66 designation and has worked at Equitable Advisors since 2022. Outside of his advisory role, he has been involved with Dirtbags Baseball for seven years and has ongoing community involvement with Palm Beach Gardens Recreation for ten years. Equitable Advisors serves individual and institutional clients, including non-high-net-worth and high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and relies on third-party asset managers and advisory programs.

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 been with Equitable Advisors since 2017 and previously worked at Axa Advisors, LLC. Prior to his advisory career, he spent five years at Florida Atlantic University. Equitable Advisors serves a diverse client base including individual and institutional clients, providing financial planning, retirement plan consulting, and asset-management programs. The firm bases its client strategies on risk assessment and matching clients to appropriate investment models or discretionary managers, utilizing a range of funds, separately managed accounts, and select alternative investments.

Antonio Puente is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and seven years of industry experience. Prior to his current role, he worked at Axa Advisors and held positions at Delray Schooling Center and Florida Atlantic University. Outside of his advisory work, he serves as a football coach at Boca Raton Christian School. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individual clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm leverages a network of Investment Adviser Representatives and a range of third-party asset management programs to deliver tailored investment solutions.

Amina Mansour is a financial advisor with Equitable Advisors in Boca Raton, FL, holding a Series 66 designation and one year of industry experience. Her prior roles include positions at Demtech International and Scotiabank. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and asset-management programs. The firm delivers services through a network of Investment Adviser Representatives and offers access to a range of third-party advisory programs alongside firm-offered solutions.

Connor Hagen is a financial advisor at Equitable Advisors with one year of industry experience. He holds the Series 66 designation and previously worked at Sutter Securities Inc and Muddy Waters. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a network of Investment Adviser Representatives and a combination of proprietary and third-party advisory programs to deliver customized investment solutions.

Alexandr Demchak is a financial advisor at Equitable Advisors with six years of industry experience. He holds the Series 66 designation and has previously worked with the Boston Red Sox and Sussex County Miners. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and a variety of asset-management programs through a network of Investment Adviser Representatives.

Michael Sprung is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and 13 years of industry experience. He previously worked at AXA Advisors LLC for eight years and spent three years at Shoe Parlor before joining Equitable Advisors in 2020. Equitable Advisors serves individual clients across wealth levels, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm utilizes a range of third-party advisory models and offers services covering mutual funds, ETFs, separately managed accounts, and select alternative investments.

Lori Martin is a financial advisor with Equitable Advisors in Boca Raton, FL, holding Series 63 and Series 65 licenses. She has a diverse career background including roles at Barrett Financial Group LLC, US Mortgage Lenders, Home1st Lending LLC, and Broward County Public Schools. In addition to her advisory work, she has been involved with LGM & Companies since 2019. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and various asset management programs through a network of Investment Adviser Representatives, utilizing third-party asset managers and firm-offered programs for portfolio management.

Adriana McGrath is a financial advisor with Equitable Advisors in Boca Raton, FL, holding a Series 66 designation and 15 years of industry experience. She has been with Equitable Advisors since 2012 and previously worked at Axa Advisors, LLC. Equitable Advisors serves a broad client base including individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Brandt Shuler is a financial advisor with Equitable Advisors in Boca Raton, FL, holding Series 65 and Series 63 licenses and bringing 19 years of industry experience. He has worked at Equitable Advisors since 2008 and previously at AXA Advisors and Valic Financial Advisors. He also serves as a power of attorney for his wife. 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. The firm offers a variety of advisory programs through a network of Investment Adviser Representatives and emphasizes the use of third-party asset managers and model delivery platforms.

Cameron Carlton is a financial advisor at Equitable Advisors with a Series 66 designation and no prior industry experience. Before joining Equitable Advisors, he worked at Proctor Dealerships and held various roles including positions at Florida State University and involvement with The Tally Strip. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm utilizes a range of investment programs and third-party managers to tailor advice and implementation for its clients.

Thomas Giunta is a Series 66-registered advisor with Equitable Advisors, where he has worked since 2016 and accumulated 10 years of industry experience. Prior to Equitable Advisors, he was affiliated with Axa Advisors, LLC. Outside of his advisory role, he serves as Treasurer for the Rotary Club of Boca Raton and for the Woodlake Homeowners Association, in addition to holding a board position with the Boca Raton Rotary Fund. He is also involved in tax preparation and financial planning through his ownership of Cove Financial, LLC and related entities. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset management through various proprietary and third-party programs and focuses on matching clients with appropriate advisory models based on risk tolerance and personal information.

Bryan Braud Jr. is a Series 66-licensed financial advisor with Equitable Advisors, where he has worked for 14 years. He previously worked at Axa Advisors, LLC for eight years. Bryan serves as a trustee of the Braud Family House Trust. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, corporations, pension and profit-sharing plans, charitable organizations, and institutional clients. The firm offers a variety of advisory programs through its network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Libby Cachon is a financial advisor with Equitable Advisors in Boca Raton, FL, holding Series 63 and Series 66 licenses and three years of industry experience. Her background includes roles at Maxim Group and various positions outside the financial sector, such as work at JJ's Tavern/Downtown Fats and Lululemon. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm utilizes both proprietary and third-party advisory models and provides ERISA fiduciary services to qualified plans.

Jordan Ruddy is a financial advisor at Equitable Advisors with Series 66 credentials and one year of industry experience. Prior to joining Equitable Advisors, his background includes roles outside the financial industry and time at Florida Atlantic University. Equitable Advisors serves individual and institutional clients, including high-net-worth individuals and pension plans, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party asset managers.

Philip Babb is a financial advisor with Equitable Advisors in Boca Raton, FL, holding a Series 66 designation and two years of industry experience. Prior to joining Equitable Advisors, he worked in personal training and coaching roles, including four years as a goalie coach. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by offering financial planning, retirement plan consulting, and a variety of asset-management programs through a network of Investment Adviser Representatives. The firm’s approach includes assessing client risk tolerance and matching clients to program models or discretionary managers, utilizing both third-party asset managers and proprietary advisory programs.

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 been with Equitable Advisors since 2016. Outside of his advisory role, he is the managing member of Crownstone Wealth Partners LLC, an entity used for payroll administration. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by offering financial planning, retirement plan consulting, and asset management programs. The firm utilizes a range of advisory models, including third-party managers and proprietary programs, and provides ERISA fiduciary services to qualified plans through credentialed representatives.