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Ryan F
Series 66
Deerfield, IL
Equitable Advisors
Ryan Fike is a financial advisor with Equitable Advisors in Elmhurst, IL, holding a Series 66 designation and 13 years of industry experience. He has been with Equitable Advisors since 2012 and was also associated with Axa Advisors, LLC during part of that time. 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 both advisory and brokerage/insurance services to implement client recommendations.
Bradley L
CFP®, ChFC®, Series 66
Deerfield, IL
Equitable Advisors
Bradley Lazar is a CFP® and ChFC® with 24 years of experience in financial advising, currently serving at Equitable Advisors since 2001. He previously worked at Axa Advisors, LLC from 2001 to 2020. Lazar serves as president of his homeowners association board and works as a youth soccer referee; he also mentors students in a professional business fraternity and teaches undergraduate business courses as an adjunct professor. 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, offering both advisory and brokerage channels tailored to client goals and risk tolerance.
Kevin W
Series 65, Series 63
Deerfield, IL
Equitable Advisors
Kevin Wales is a financial advisor at Equitable Advisors with 13 years of industry experience. He holds Series 65 and Series 63 credentials and previously worked at Lincoln Financial Advisors Corporation for eight years. Outside of his advisory role, he serves as president of the Chelsey Crossing Homeowner's Association, where he helps plan projects and runs board meetings. Equitable Advisors serves a broad range of clients including individuals, high-net-worth individuals, retirement plans, and institutions. 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 a broker-dealer.
Thomas N
Series 66
Deerfield, IL
Equitable Advisors
Thomas Noto Jr. is a financial advisor at Equitable Advisors with 24 years of industry experience. He holds the Series 66 designation and has worked with Equitable Advisors since 2002, including its predecessor, AXA Advisors. Outside of his advisory role, he serves as an ice hockey official with USA Hockey. 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 a dual-registered SEC investment adviser and broker-dealer and collaborates with program sponsors and third-party managers to deliver a range of advisory and brokerage solutions.
Kathy K
Series 66
Deerfield, IL
Equitable Advisors
Kathy Krzeminski is a financial advisor with Equitable Advisors in Deerfield, IL, holding a Series 66 designation and 13 years of industry experience. She has held roles at Principal Securities, Principal Life Insurance, and Axa Advisors before joining Equitable Advisors in 2019. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a dual-registered model and extensive use of LPL-sponsored and endorsed third-party platforms.
Richard L
Series 63, Series 65
Deerfield, IL
Equitable Advisors
Richard Lies is a financial advisor at Equitable Advisors with Series 63 and Series 65 credentials. He joined Equitable Advisors in 2025 and has experience in family-owned businesses outside the financial industry, including a dental practice and property management. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, emphasizing a mix of discretionary and non-discretionary advisory solutions primarily through LPL-sponsored programs.
Aaditya P
Series 66
Deerfield, IL
Equitable Advisors
Aaditya Patel is a financial advisor with Equitable Advisors with one year of industry experience. He holds the Series 66 designation. Prior to joining Equitable Advisors, he worked at Bankers Life and has experience in various roles including at Menards and Bradley University’s Intramural Sports Department. Equitable Advisors serves a wide range of clients including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating primarily through LPL-sponsored programs and third-party managers.
Jared P
Series 63, Series 65
Deerfield, IL
Equitable Advisors
Jared Pincoski is a financial advisor with Equitable Advisors in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has been with Equitable Advisors since 2013 and previously worked with 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/insurance channels to tailor services based on client goals, risk tolerance, and time horizon.
Robert M
Series 63, Series 65
Deerfield, IL
Equitable Advisors
Robert Michalak is a financial advisor with Equitable Advisors in Glenview, IL, holding Series 63 and Series 65 credentials and bringing 51 years of industry experience. He has worked with Equitable Advisors since 1999 and was previously affiliated with Axa Advisors, LLC. Outside of his advisory role, he serves as president of a six-unit townhouse association. 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, risk tolerance, and time horizon.
James R
Series 66
Deerfield, IL
Equitable Advisors
James Rammel is a financial advisor with Equitable Advisors in Deerfield, IL, holding a Series 66 designation and 10 years of industry experience. He has been with Equitable Advisors since 2016, including time when the firm operated as AXA Advisors, LLC. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, retirement plans, 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, utilizing a range of sponsored programs and endorsed third-party managers to deliver advisory and brokerage solutions.
Edward V
Series 63, Series 66
Deerfield, IL
Equitable Advisors
Edward Vrablik is a financial advisor at Equitable Advisors with 42 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Mass Mutual Investors Services, LPL Financial, and New York Life Insurance Company. Outside of his advisory role, he serves as president of a condo association in Wisconsin and participates in the NAIFA LUTCF Test Writing Committee. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, offering financial planning, brokerage, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, providing a range of advisory and brokerage solutions primarily through LPL-sponsored programs and endorsed third-party platforms.
Christopher S
Series 63, Series 66
Deerfield, IL
Equitable Advisors
Christopher Stanphill is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with Equitable Advisors since 1999, including its predecessor AXA Advisors, LLC. 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, tailoring services through a detailed client intake process and offering both advisory and brokerage/insurance channels.
Jonathan L
Series 66
Deerfield, IL
Equitable Advisors
Jonathan Laven is a Series 66-licensed financial advisor with Equitable Advisors in Northbrook, IL, where he has worked since 2003, accumulating 22 years of industry experience. Prior to Equitable Advisors, he was affiliated with Axa Advisors, LLC. He serves on the board of directors for the Zacharias Sexual Abuse Center, advising the organization on supporting survivors of abuse. 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 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.
Diana C
CFP®, Series 66
Deerfield, IL
Equitable Advisors
Diana Chernyhovsky is a CFP® professional with 22 years of industry experience, currently serving as a financial advisor at Equitable Advisors since 2003. She previously worked at Axa Advisors, LLC, overlapping with her current firm tenure. Her outside business activities include operating in insurance brokerage through DBAs such as Cube Financial Partners, Surgeons Capital Management, and The Bailey Group. Equitable Advisors serves a diverse client base including individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm provides financial planning, retirement-plan support, and access to a range of asset management programs through third-party managers and LPL, utilizing a hybrid referral and implementation model.
Matthew K
Series 66
Deerfield, IL
Equitable Advisors
Matthew Kooperman is a financial advisor with Equitable Advisors in Chicago, IL, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Pruco Securities, The Prudential Insurance Company of America, and Edward Jones. He serves as a trustee and agent of record for his parents in an outside insurance business. Equitable Advisors provides financial planning, retirement plan support, and asset management services to individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm operates a hybrid referral and implementation model utilizing LPL programs and third-party asset managers, offering both advisory and brokerage/insurance channels to implement client recommendations.
Thomas W
Series 63, Series 65
Deerfield, IL
Equitable Advisors
Thomas Waters is a financial advisor with Equitable Advisors in Deerfield, IL. He holds Series 63 and Series 65 licenses and has been in the industry since 2025. Prior to joining Equitable Advisors, he worked independently for ten years. 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 a broad range of 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.
Dimitry N
Series 66
Deerfield, IL
Equitable Advisors
Dimitry Neyzelman is a financial advisor at Equitable Advisors with one year of industry experience. He holds the Series 66 designation and has prior work experience including roles at Chegg Inc and Discover Financial Services, as well as consulting work. Equitable Advisors serves a diverse client base including individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through third-party programs and a hybrid referral and implementation model.
Sarah O
Series 66
Deerfield, IL
Equitable Advisors
Sarah Osborn is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, she worked at Legacy Solar for four years. 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 utilizes a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.
James M
Series 63, Series 65
Deerfield, IL
Equitable Advisors
James Morrissey is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and possessing 29 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked at Axa Advisors, LLC. Outside of financial advising, Morrissey serves as a game day uniform inspector for the National Football League and is involved in public speaking and lectures related to football experiences. 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 is dual-registered as an SEC-registered investment adviser and broker-dealer, working extensively with program sponsors and third-party managers to provide advisory and brokerage solutions.
Todd S
Series 66
Deerfield, IL
Equitable Advisors
Todd Schlesinger is a Series 66-licensed financial advisor with Equitable Advisors, based in Riverwoods, IL, and has 23 years of industry experience. He has been with Equitable Advisors since 2002, including time at AXA Advisors, LLC. Outside of his advisory role, Schlesinger is a partner at GPS Financial Solutions LLC and serves as a board member of the Mike Poznanasky Foundation, which raises funds for various charities. 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 services based on clients’ goals, risk tolerance, and time horizon.
Steven D
Series 63, Series 65
Deerfield, IL
Equitable Advisors
Steven Deer is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and 36 years of industry experience. He has been with Equitable Advisors since 1999, including its prior affiliation with AXA Advisors. He also serves as a notary public, providing document notarization services internally at Equitable. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, brokerage, insurance, and access to third-party asset management programs through a dual-registered model as both an SEC-registered investment adviser and broker-dealer.
Tammy B
Series 63, Series 66
Deerfield, IL
Equitable Advisors
Tammy Butts is a financial advisor with Equitable Advisors in Oak Brook, IL, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She has been with Equitable Advisors since 2001, including its predecessor AXA Advisors, LLC. Outside of her advisory role, she serves as an executor and trustee for family estates and holds power of attorney for her parents' financial accounts. 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, offering both advisory and brokerage channels tailored to clients’ goals and risk tolerance.
Bradley W
Series 66
Deerfield, IL
Equitable Advisors
Bradley Weiss is a financial advisor at Equitable Advisors with four years of industry experience. He holds a Series 66 designation and has been with Equitable Advisors since 2021. Outside of his advisory work, Weiss serves as a director and board member of Makom Solel Lakeside, a nonprofit organization, and manages personal and family trust responsibilities. 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 tailored to client goals, risk tolerance, and time horizon.
Michael W
Series 66
Deerfield, IL
Equitable Advisors
Michael Williams is a financial advisor with Equitable Advisors in Palatine, IL, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he worked at Thrivent Financial and Thrivent Investment Management Inc. Outside of his advisory role, he is involved in in-store demonstrations for Consumer Demonstration Services at various Costco locations in the Chicagoland area. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and 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 tailored to clients’ goals and risk tolerance.
Antonette G
CFP®, Series 63, Series 65
Deerfield, IL
Equitable Advisors
Antonette Gambini is a CFP®-designated financial advisor with Equitable Advisors, where she has worked since 2000. She has 31 years of industry experience and previously worked with AXA Advisors, LLC. Outside of her advisory role, she supervises and directs a handbell program at the First Congregational Church of Crystal Lake. 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, operating primarily through sponsored programs and endorsed third-party managers.
Leonard G
Series 63, Series 66
Deerfield, IL
Equitable Advisors
Leonard Gertz is a financial advisor at Equitable Advisors with 12 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Axa Advisors LLC, Pruco Securities, and The Prudential Insurance Company of America. His background also includes a role at Hyde Park Art Center. 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, offering both advisory and brokerage/insurance channels tailored to client goals, risk tolerance, and time horizon.
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