Trevor Roberts is a Series 66-licensed financial advisor with Equitable Advisors, where he has worked since 2006. He has 20 years of industry experience, including 14 years at Axa Advisors, LLC. Outside of his advisory role, Roberts is a business owner and tax preparer, and he serves as a ruling elder at Sycamore Presbyterian Church, participating in spiritual leadership and community engagement. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and various asset management programs, utilizing both firm-sponsored and third-party advisory models.

James Amato is a financial advisor with Equitable Advisors in Midlothian, VA, holding Series 63 and Series 65 licenses and having 12 years of industry experience. He has been with Equitable Advisors since 2014 and was previously associated with Axa Advisors. In addition to his advisory role, Amato works as a tax preparer for a local CPA firm. Equitable Advisors serves individual clients—including non-high-net-worth and high-net-worth investors—as well as pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs delivered through a network of investment adviser representatives and third-party managers.