Matthew Johnson is a financial advisor with Equitable Advisors, holding a Series 66 designation and three years of industry experience. His work history includes roles at Equitable Advisors, Home Depot, Indiana University, and several other organizations. 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, participating primarily in LPL-sponsored and endorsed TAMP programs.

Christopher Brooks is a financial advisor with Equitable Advisors, holding a Series 66 designation and bringing 21 years of industry experience. Prior to joining Equitable Advisors in 2020, he worked at Charles Schwab & Co., Inc. and Schwab Private Client Investment Advisory from 2016 to 2020. Outside of his advisory role, he is involved as a sales associate with Realty Benefit Services and Dergalis Associates LLC. Equitable Advisors serves a diverse client base including individuals, high-net-worth, retirement plans, 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 a broker-dealer and utilizes a delivery model relying heavily on LPL-sponsored programs and endorsed third-party managers.

Peter Cukier 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 and its predecessor, AXA Advisors, LLC, since 1999. Outside of his advisory role, he has a long-standing affiliation with Yeshiva University and Solomon Smith Barney. Equitable Advisors serves individual investors, retirement plan sponsors and participants, 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 and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Melissa Stalbaum is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and having five years of industry experience. She previously worked at Rci for nine years before joining Equitable Advisors in 2020. Outside of her advisory role, she serves as president and owner of M.A.D Trucking, LLC, and is a council member of the Hamilton County 4-H Council. 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 employs a hybrid referral and implementation model, tailoring services based on client goals and risk tolerance.

Diana Todd is a financial advisor with Equitable Advisors in Lebanon, Indiana, holding Series 63 and Series 66 licenses and nine years of industry experience. Her background includes roles at Kore 1, LLC and Lyft, as well as involvement with the American Bankers Association’s Stonier Graduate School of Banking, where she serves as a Capstone Advisor. 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 managers and LPL programs, operating a hybrid referral and implementation model.

Mark Wilcoxen is a financial advisor with Equitable Advisors in Carmel, Indiana, holding Series 63 and Series 66 licenses and having 10 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 2016. 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 a broker-dealer, delivering advisory and brokerage solutions primarily through LPL-sponsored programs and endorsed third-party managers.

Nicholas Plavchak is a financial advisor at Equitable Advisors with six years of industry experience. He holds the Series 66 designation and has worked at firms including Axa Advisors and Johnson Brothers of IN. 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 implement client recommendations.

Jason Woodruff is a financial advisor with Equitable Advisors in Carmel, IN, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Axa Advisors, Thrivent Financial, and Primerica. Outside of his advisory work, he was involved with Janell Enterprises for five years. Equitable Advisors serves a diverse client base that includes 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 a dual-registered SEC investment adviser and broker-dealer, delivering solutions through program sponsors and third-party managers.

Ethan Maier is a financial advisor at Equitable Advisors based in Carmel, IN. He holds a Series 66 designation and began his advisory career with Equitable Advisors in 2025. Prior to joining the firm, Maier was involved with Greencastle Little League Baseball and Arbor Trace Golf Club. 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 advisory and brokerage model, tailoring services to client goals and offering a range of advisory program options.

Rougih Makkar is affiliated with Equitable Advisors and holds a Series 66 designation. He has industry experience beginning in 2026. His prior work experience includes roles at DoorDash, Lyft, Thrivent Investment Management, Napleton Hyundai of Carmel, Charles Schwab & Co., and Uber, among others. Equitable Advisors serves a broad range of clients 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 through multiple program sponsors and third-party managers to provide advisory and brokerage solutions.

Jason Nortell is a financial advisor with Equitable Advisors in Indianapolis, IN, holding a Series 66 designation and two years of industry experience. His prior work includes roles at the Hoosier Lottery and United Parcel Service. 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 variety of third-party asset managers and LPL programs. The firm employs a hybrid referral and implementation model, tailoring services through a documented client intake process and offering both advisory and brokerage channels.

Bradley Graden is a financial advisor with Equitable Advisors in Carmel, IN. He holds a Series 66 designation and has one year of industry experience. His prior roles include positions at Central Noble Community School Corporation, the Community Foundation of Noble County, and The Campbell & Fetter Bank. 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 a dual-registered model that emphasizes program sponsors and endorsed TAMPs.

Caleb Ulery is a financial advisor with Equitable Advisors in Carmel, IN. He holds a Series 66 designation and has been with Equitable Advisors since 2026. His prior work experience includes roles at STS Packaging, Door Dash, and Indiana University, among others. Equitable Advisors serves a broad range of 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, relying heavily on LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Andrew Shoener is a financial advisor at Equitable Advisors with four years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for ten years at Cintas Corporation. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, utilizing a delivery model focused on LPL-sponsored programs and endorsed third-party managers.

Jakob Lennon is a financial advisor with Equitable Advisors holding a Series 66 designation and one year of industry experience. Prior to his current role, he has held various positions including independent contractor work with Door Dash. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, offering 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 and utilizes multiple sponsored programs and endorsed third-party managers to deliver both advisory and brokerage solutions.

Katie Kern is a financial advisor with Equitable Advisors in Carmel, Indiana, holding a Series 66 designation and four years of industry experience. Her work history includes multiple roles within Equitable Advisors since 2019 and prior experience at TMC Transportation and Rinehart Farm, 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 programs. The firm employs a hybrid referral and implementation model, utilizing LPL and third-party asset managers to deliver tailored advisory and brokerage services.

Sean Kurtock is a financial advisor with Equitable Advisors in Carmel, IN, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors in 2024, he worked at Cardinal Integrated Systems and has held positions in various other fields including hospitality and technology. 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. The firm employs a hybrid referral and implementation model, leveraging multiple asset managers and offering both advisory and brokerage services.

Jill Wright is a financial advisor at Equitable Advisors with a Series 66 designation and approximately one year of industry experience. Her prior work history includes positions at Capital Group and Charles Schwab. Equitable Advisors serves a diverse range of clients including individuals, high-net-worth individuals, retirement plans, corporate, charitable, and institutional investors. 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 deliver advisory and brokerage solutions.

Chase Moser is a financial advisor at Equitable Advisors with two years of industry experience and holds the Series 66 designation. His prior work includes roles at Chatham Hills and various positions outside the financial industry, including ownership of KCO Yearbooks. He is involved in other business activities as the owner of KCO Yearbooks and as a sales associate with Realty Benefit Services and Dergalis Associates LLC. Equitable Advisors serves a diverse range of clients, 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, relying extensively on LPL-sponsored programs and endorsed third-party managers.

Eleonora Anastasia Sciopu is a financial advisor with Equitable Advisors, holding a Series 66 designation and over 20 years of industry experience. She has been with Equitable Advisors since 2005 and previously worked at Axa Advisors, LLC for 15 years. Outside of her advisory role, she serves as the administrator and executor of her mother’s estate and holds power of attorney. Equitable Advisors serves individual investors, retirement plan sponsors and participants, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and a wide range of third-party asset managers. The firm utilizes a hybrid referral and implementation model, offering both advisory and brokerage services tailored to clients’ goals, risk tolerance, and time horizons.