James Ross is a financial advisor with Equitable Advisors in Latham, NY, holding a Series 66 designation and seven years of industry experience. He previously worked at Manchester Capital Management and Axa Advisors LLC before joining Equitable Advisors in 2018. Ross also serves as an administrator or executor of estates and as a trustee of trusts for both family and non-family members. 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, combining advisory and brokerage channels to tailor services based on clients’ goals, risk tolerance, and time horizon.

Kyle Heran is a financial advisor with Equitable Advisors, holding Series 65 and Series 66 credentials and 17 years of industry experience. He has worked at Equitable Advisors since 2015, previously affiliated with AXA Advisors LLC. Outside of his advisory role, he serves as Treasurer and a board member of the West Albany Athletic Association. Equitable Advisors serves a diverse range of 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. The firm operates as a dual-registered SEC investment adviser and broker-dealer and relies on program sponsors and third-party managers to provide advisory and brokerage solutions.

Ryan Mccrea is a financial advisor with Equitable Advisors in Latham, NY, holding a Series 66 designation and 18 years of industry experience. He has been with Equitable Advisors since 2007 and previously worked with Axa Advisors, LLC. Outside of his advisory work, he is the owner of a short-term rental property in Newport, RI. 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 that integrates advisory and brokerage channels to deliver tailored client solutions.

Mark Hulbert is a financial advisor with Equitable Advisors, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 37 years of industry experience, including 27 years at Equitable Advisors and prior work with AXA Advisors. Hulbert serves as a board member of Christian Brothers Academy. Equitable Advisors provides financial planning, retirement-plan support, and access to asset management services for individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm operates a hybrid referral and implementation model, leveraging third-party asset managers and LPL programs to tailor advisory solutions based on client goals and risk tolerance.