Domenico Dimaio is a financial advisor at Equitable Advisors with 15 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Clearing and J.P. Morgan Securities. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, and institutional investors, offering financial planning, brokerage services, insurance distribution, and access to third-party asset management programs. The firm operates through program sponsors and third-party managers, providing a range of advisory and brokerage solutions.

Tyler Fernandez is a financial advisor with Equitable Advisors in Morristown, NJ, holding a Series 66 designation and beginning his advisory career in 2025. His background includes roles at Target, Lowes, Camelback Resorts, and service in the Pennsylvania National Guard. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional clients, 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 LPL-sponsored programs and various endorsed TAMPs to deliver advisory and brokerage solutions.

Christopher Baker is a financial advisor with Equitable Advisors in Morristown, NJ, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His prior roles include positions at Macquarie Capital Inc. and AXA Advisors, LLC. Outside of advisory services, he is involved with PGP Benefits, a general agency focused on health insurance. 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 and offers both advisory and brokerage/insurance channels to implement client recommendations.

Michael Allison is a financial advisor with Equitable Advisors in Morristown, NJ, holding a Series 66 designation and 11 years of industry experience. He has worked at Equitable Advisors since 2017 and previously at Axa Advisors, LLC and the Hartshorne Group. Outside of advisory work, he is employed as a meat slicer at a local grocery store. 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 operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Christopher Colvin is a financial advisor at Equitable Advisors with 17 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at HSBC Securities and Axa Advisors. Outside of his advisory role, he serves as a volunteer treasurer for a local Girl Scouts troop. Equitable Advisors provides financial planning and asset management services to individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm employs a hybrid referral and implementation model, offering access to numerous third-party asset managers and tailored advisory programs.

Kristopher Taubald is a financial advisor with Equitable Advisors in Morristown, NJ, holding Series 63 and Series 66 licenses and 24 years of industry experience. He has been with Equitable Advisors since 2013 and previously worked at Axa Advisors. Taubald serves as a vice president for Track Group Stats, assisting with membership processes on a volunteer basis. 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 channels to implement client recommendations.

Adrian Ukaj is a financial advisor at Equitable Advisors with Series 66 credentials and two years of industry experience. His prior work history includes roles at ThorLabs and various other positions before joining Equitable Advisors in 2023. 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 a range of third-party asset managers. The firm uses a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.

Vincent Cooper is a Series 66-licensed financial advisor at Equitable Advisors with 16 years of industry experience. He has been with Equitable Advisors since 2015 and previously worked at AXA Advisors, LLC. In addition to his advisory role, he serves as a police officer in Tenafly, New Jersey. Equitable Advisors provides financial planning and retirement plan support to individual investors, corporations, and charitable organizations, offering access to asset management through LPL programs and third-party managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage/insurance services tailored to client goals and risk tolerance.

Evan Gates is a financial advisor at Equitable Advisors with 12 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including John Wiley & Sons Inc, OneAmerica Securities, American United Life, Honeywell International Inc., and Axa Advisors. Outside of his advisory role, he is involved in life settlements through Ashar Group, assisting in this area jointly with a partner. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. 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 with a focus on LPL-sponsored programs and endorsed TAMPs.

Steven Tirpak is a financial advisor with Equitable Advisors in Morristown, NJ, holding a Series 66 credential and 23 years of industry experience. He has been with Equitable Advisors since 2002, previously associated with Axa Advisors. Outside of his advisory role, he is involved in an outside insurance business with The Hartford. 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, offering both advisory and brokerage/insurance channels to implement client recommendations.

Michael Tomko is a financial advisor with Equitable Advisors in Morristown, NJ, holding Series 63 and Series 66 licenses and having 10 years of industry experience. He previously worked at National Securities Corp for six years before joining Equitable Advisors in 2021. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients with 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 LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Keith Schoch is a financial advisor with Equitable Advisors in Morristown, NJ, holding Series 65 and Series 66 licenses and having 20 years of industry experience. He has been with Equitable Advisors since 2005, including the period when the firm operated as 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 uses a hybrid referral and implementation model, offering both advisory and brokerage channels tailored to client goals, risk tolerance, and time horizon.

Ting Yeung is a financial advisor with Equitable Advisors in Morristown, NJ, holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. Yeung has worked at Equitable Advisors since 2016 and previously at AXA Advisors LLC from 2016 to 2020. 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, operating as both an SEC-registered investment adviser and broker-dealer.

Todd Smith is a financial advisor with Equitable Advisors in Morristown, NJ, holding Series 63 and Series 65 licenses and possessing 35 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 2001. Smith is also involved in an outside insurance business. 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 third-party asset managers. The firm employs a hybrid referral and implementation model and provides both advisory and brokerage/insurance channels to implement client recommendations.

Chelsea Chiswick is a financial advisor at Equitable Advisors with nine years of industry experience. She holds a Series 66 designation and has worked at Equitable Advisors since 2016, previously associated with AXA Advisors, LLC. Outside of financial services, she has experience in the hospitality industry, having worked at the Flemington-Raritan Diner. 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 a range of third-party asset managers. The firm employs a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.

Jeffrey Valle is a financial advisor with Equitable Advisors in Bloomsbury, NJ, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Equitable Advisors since 1999, including its predecessor AXA Advisors, LLC. Outside of his advisory role, Valle is the sole owner and managing partner of The Falcon Financial Group LLC, an outside insurance business. 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 implement client recommendations.

Michael Cardali is a financial advisor with Equitable Advisors in Morristown, NJ, holding a Series 66 designation and eight years of industry experience. Prior to joining Equitable Advisors in 2018, he was self-employed for one year and worked at Axa Advisors, LLC for two years. He also serves as a principal and consultant in general business management, information technology, and the automotive retail service industry. 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 that integrates advisory and brokerage channels to tailor services according to client goals and risk tolerance.

Patrick Brutzman is a financial advisor with Equitable Advisors in Morristown, NJ. He holds a Series 66 designation and has been with Equitable Advisors since 2025. His prior experience includes roles at Northfield Country Club and Popolari, as well as studies at Norwich University. 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 asset managers and LPL programs. The firm employs a hybrid referral and implementation model and offers advisory and brokerage/insurance channels to implement client recommendations.

Glen Mulligan is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He has worked at Equitable Advisors since 2018 and was previously with Axa Advisors LLC. Outside of finance, he teaches music in Chatham, NJ. 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 asset managers. The firm uses a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to support client needs.

Kayleigh Gensheimer is a financial advisor with Equitable Advisors in Morristown, NJ, holding a Series 66 designation and seven years of industry experience. She has worked at Equitable Advisors since 2018 and previously at Axa Advisors, LLC. In addition, she serves as an assistant to Jeffrey Valle at Falcon Financial. 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 third-party programs. The firm operates a hybrid referral and implementation model, leveraging multiple asset managers and offering both advisory and brokerage services.

Jody D'Agostini is a financial advisor with Equitable Advisors, holding a Series 66 designation and bringing 21 years of industry experience. She has been with Equitable Advisors since 2005, following prior experience at Axa Advisors and a lengthy tenure associated with Robert J. D'Agostini, Jr., M.D. Outside of her advisory role, she is involved in nonprofit leadership, including serving as President and Chairman of the Board for Community in Crisis and the Somerset Hills YMCA. 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 a range of third-party programs. The firm operates a hybrid referral and implementation model, combining advisory and brokerage services with a focus on tailored client plans and both discretionary and non-discretionary asset management.

Olivia Jung is a CFP® with 8 years of industry experience currently affiliated with Equitable Advisors. Her career includes roles at Fidelity Investments, WisdomTree Asset Management, and Foreside Fund Services. She serves as Finance and Sponsorship Chair on the board of ACE NextGen, an Asian/Pacific Islander American Chamber of Commerce nonprofit, and coaches figure skating at South Mountain Arena. Equitable Advisors serves a diverse client base including individuals, 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 through a combination of advisory and brokerage solutions, utilizing LPL-sponsored programs and third-party managers.

Arthur Warden IV is a financial advisor with Equitable Advisors, holding a Series 66 credential and seven years of industry experience. His prior roles include positions at Bank of America, Merrill, Morgan Stanley, and E*TRADE Securities. Outside of his advisory work, he volunteers as a youth lacrosse coach with Roxbury Gales Youth Lacrosse. 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 channels to tailor services based on clients’ goals, risk tolerance, and time horizon.

Sabino Ruta is a financial advisor at Equitable Advisors with one year of industry experience. He holds a Series 66 designation and has previously worked at Mass Mutual Investors Services and MassMutual Life Insurance Company. Prior to his financial services career, he held various roles including positions at David's Cookies and Godfather Pizzeria of East Hanover. 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 a range of third-party asset managers and LPL programs. 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.

Kenneth Webb is a CFP® professional with 27 years of experience in the financial services industry. He has been with Equitable Advisors since 2018 and previously worked at AXA Advisors, LLC for over 20 years. Equitable Advisors serves a wide range of clients including individuals, high-net-worth investors, retirement plans, corporations, charities, and institutions, 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 multiple program sponsors and endorsed TAMPs to deliver advisory and brokerage solutions.

Carl Halter is a financial advisor at Equitable Advisors with one year of industry experience. He holds a Series 66 designation and previously worked at Charter Communications, DoorDash, the University of South Carolina, and the U.S. Soccer Federation. 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 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.

Douglas Todd is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Equitable Advisors since 1999, following a tenure at Axa Advisors. Outside of his advisory work, he owns and operates Highmark Charter Group, a charter boat company. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, offering financial planning and access to asset management through a range of third-party asset managers and programs. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

David Pires is a financial advisor with Equitable Advisors in Colonia, NJ, holding a Series 66 designation and 18 years of industry experience. He worked at Merrill from 2007 to 2021 before joining Equitable Advisors in 2021. 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 uses a hybrid referral and implementation model, combining advisory and brokerage channels to deliver tailored financial solutions.

Laura Hingle is a financial advisor with Equitable Advisors in Morristown, NJ, holding a Series 66 designation and 21 years of industry experience. She has worked at Equitable Advisors since 2013 and concurrently owns Black Diamond Solutions, an employee benefits advisory firm. She also serves as an administrator and executor of a family trust. 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 to implement client recommendations.

David Turk is a financial advisor with Equitable Advisors in Morristown, NJ, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, LLC, since 1999. Outside of his advisory role, he is the owner of Turk Financial LLC, an insurance-related business. 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 a variety of third-party programs. The firm uses a hybrid referral and implementation model, combining advisory and brokerage services to tailor solutions based on client goals and risk tolerance.

Michael Coppola is a financial advisor with Equitable Advisors in Morristown, NJ, holding a Series 66 designation and 11 years of industry experience. He has worked at Equitable Advisors since 2015 and previously was affiliated with Axa Advisors, LLC for five 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 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.

Robert Brueggeman Jr. is a financial advisor at Equitable Advisors with 25 years of industry experience. He has previously worked at Wells Fargo Clearing and J.P. Morgan Securities. 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 both an SEC-registered investment adviser and a broker-dealer and leverages various program sponsors and endorsed third-party managers to deliver its advisory and brokerage solutions.

Lauren Chanley is a financial advisor with Equitable Advisors in Morristown, NJ, holding a Series 66 designation and over 19 years of industry experience. She worked at Goldman Sachs & Co. LLC from 2004 to 2023 and joined Equitable Advisors in 2024. Outside of her advisory role, she serves as a trustee for a family trust. 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, tailoring services based on client goals, risk tolerance, and time horizon.

Gregory Vassallo is a financial advisor with Equitable Advisors in Morristown, NJ, holding a Series 66 designation and 37 years of industry experience. He has been with Equitable Advisors since 1999, following a tenure at Axa Advisors, LLC. Outside of his advisory role, he is involved in an insurance brokerage business, R.I.C.H. Planning Group, 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 managers. The firm uses a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.

Alyse Iachio is a financial advisor with Equitable Advisors in Morristown, NJ, holding a Series 66 designation and beginning her industry experience in 2025. Prior to joining Equitable Advisors, she worked at Anderson & Company from 2019 to 2021. In addition to her advisory role, she is self-employed as an accountant providing accounting and bookkeeping services. 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 various third-party asset managers. The firm operates a hybrid referral and implementation model that combines advisory and brokerage channels tailored to client goals and risk tolerance.

Michael Riley is a financial advisor with Equitable Advisors in Morristown, NJ, holding a Series 66 designation and 19 years of industry experience. He previously worked at Metlife Securities and AXA Advisors, LLC before joining Equitable Advisors in 2016. Outside of his advisory role, he is involved in a personal property and casualty insurance business and serves as a trustee for an immediate family trust. 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 to implement client recommendations.

William Ford is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, LLC, since 1999. Outside of his advisory role, he serves as treasurer for his high school reunion and a local youth basketball club, and he is a member of the Elks Organization. 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 asset managers. The firm employs a hybrid referral and implementation model and offers tailored advisory services based on client goals, risk tolerance, and time horizon.

Nicholas Picone is a financial advisor with Equitable Advisors in Morristown, NJ, holding a Series 66 designation and seven years of industry experience. He has been with Equitable Advisors since 2018 and previously worked at Axa Advisors. Outside of his advisory role, he is involved as a sales associate with Realty Benefit Services, where he sells a tax program. 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.

Michael Nelson is a financial advisor at Equitable Advisors in Morristown, NJ, holding a Series 66 designation. He has been with Equitable Advisors since 2026 and has prior work experience in various industries including food service and landscaping. Outside of advising, he has been involved in roles at Door Dash and Brook's Landscaping. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, providing financial planning, broker-dealer services, and access to third-party asset management programs. The firm operates as both a registered investment adviser and broker-dealer and collaborates extensively with program sponsors and third-party managers to offer advisory and brokerage solutions.

Erol Kececi is a financial advisor with Equitable Advisors in Morristown, NJ, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Equitable Advisors since 2001 and was previously associated with Axa Advisors, LLC from 2001 to 2020. Outside of his advisory role, he is a member of an LLC involved in real estate opportunities. 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 asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage channels tailored through a detailed client intake process.

Alison Hingle is a financial advisor with Equitable Advisors in Melville, NY, holding a Series 66 designation and three years of industry experience. Her prior work includes roles at The Falcon Financial Group, Pentalog, and ELX Technologies. Equitable Advisors serves a diverse client base including individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm offers financial planning, retirement-plan support, and access to asset management through a range of third-party asset managers and a hybrid advisory and brokerage model.

Theodore Kowalchyn is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and 29 years of industry experience. His prior roles include positions at Vanderbilt Financial Group, Vanderbilt Securities, Triad Advisors Inc, and Gitterman Wealth Management. He is also involved with Net Worth Management Group as an independent agent for fixed insurance products. 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 combines advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Matthew Stanek is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His prior roles include positions at J.P. Morgan Securities, Lakeland Financial Services Agency, and Raymond James Financial Services. 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 a range of third-party programs. The firm operates a hybrid referral and implementation model that combines advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Timothy Bialobok is a CFA® charterholder with 10 years of industry experience, currently serving as a financial advisor at Equitable Advisors. His prior roles include positions at Wells Fargo Clearing, TD Bank N.A., TD Private Client Wealth LLC, and PNC Wealth Management. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, 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, with a focus on advisory and brokerage solutions delivered through program sponsors and third-party managers.

Jonathan Terebetski is a financial advisor with Equitable Advisors, holding a Series 66 designation and seven years of industry experience. He has worked at several firms including Vanderbilt Securities, LLC and Gitterman Wealth Management. 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, offering both advisory and brokerage/insurance channels to meet client needs.

David Schluer is a financial advisor with Equitable Advisors in Morristown, NJ, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Equitable Advisors since 2000, following a prior role at Axa Advisors, LLC. Outside of his advisory work, Schluer serves as Vice President of Net Worth Management Inc., where he consults on health, long-term care, and disability insurance. 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 operates a hybrid referral and implementation model, combining advisory and brokerage/insurance channels to tailor client services based on documented goals, risk tolerance, and time horizon.