Patrick Lane is a Series 66-credentialed advisor with Equitable Advisors, bringing five years of industry experience. His background includes roles at KPMG LLP and Stout Risius Ross, LLC, as well as academic positions at Michigan State University’s Broad College of Business. He serves as an administrator or executor of estates and trustee of trusts for family and non-family members. Equitable Advisors provides financial planning, retirement consulting, and asset management services to individual and institutional clients, employing a range of third-party and proprietary advisory programs tailored to client risk profiles and objectives.

Charles Gabel is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and 45 years of industry experience. He has worked at Equitable Advisors since 1999 and was previously with Axa Advisors, LLC. Outside of his advisory role, he serves on the board of The Ruby McCoy Foundation and is involved in property and casualty insurance through Gabel Financial Services. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers a range of advisory models primarily implemented through third-party asset managers and delivers services without sponsoring its own wrap fee program.