Robert Shulkin is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has been with Equitable Advisors since 1999, including time at AXA Advisors, LLC. Outside of his advisory work, he is an agent for Flexible Benefits Service Corp., which places group and individual health policies. 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 primarily through program sponsors and third-party managers.

James Mackoul is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 designations and bringing 37 years of industry experience. He has worked with Equitable Advisors since 1999, following a tenure at AXA Advisors. Outside of his financial advisory role, he serves as a volunteer priest. 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, combining advisory and brokerage channels to tailor investment solutions based on client goals and risk tolerance.