Ermir Celaj is a financial advisor at Equitable Advisors with three years of industry experience. He holds the Series 66 designation and has worked at several firms, including Northeast Rush/CT Rush and Cosmopolitan Management Group. 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 operates a hybrid referral and implementation model, offering both advisory and brokerage channels to implement client recommendations.

Ryan Acosta is a Series 66 licensed financial advisor at Equitable Advisors with one year of industry experience. Prior to joining Equitable, he held positions at Capital Management Group and Score Capital, among others. Ryan has also worked in education at the BOCES Lumina School at Viola. Equitable Advisors serves a broad range of clients, including individuals, high-net-worth individuals, retirement plans, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, working extensively with LPL-sponsored programs and other third-party managers.

Kevin Sullivan is a financial advisor with Equitable Advisors in New York, NY, holding Series 63 and Series 66 credentials and 10 years of industry experience. He has worked at Equitable Advisors since 2016, including during the firm's prior affiliation as AXA Advisors. Outside of his advisory role, he is involved with Caplan Innovations LLC. 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, delivering solutions primarily through program sponsors and third-party managers.

Jonathan Siemsen is a financial advisor at Equitable Advisors in New York, NY, holding a Series 66 credential with one year of industry experience. Prior to joining Equitable Advisors, he worked at Ingalls & Snyder and has been employed part-time with the Ramsey Department of Public Works since 2022. He has also held various roles in education and local community organizations. 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.

Macdara Treanor is a financial advisor with Equitable Advisors in New York, NY, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, Treanor held various roles in hospitality and retail, including positions at Kelley's Bar and Smyths Toys. 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, offering both advisory and brokerage services tailored to client goals and risk tolerance.

Garret Rofheart is a financial advisor with Equitable Advisors in New York, NY, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Trillium Trading LLC and Plateia. 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, combining advisory and brokerage channels to deliver tailored client solutions.

Giani Villasis is a Series 66-licensed financial advisor with Equitable Advisors in New York, NY, where he has worked since 2015. He has 10 years of industry experience, including five years at AXA Advisors, LLC. Outside of his advisory role, Villasis is the President and Founder of Covenant Capital Group. 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 multiple third-party programs, utilizing a hybrid referral and implementation model.

Jefferson Vieira is a financial advisor with Equitable Advisors in New York, NY, holding a Series 66 designation and one year of industry experience. His prior work includes roles at the University of Connecticut and Newtown Savings Bank, as well as involvement with All Aboard Pizzeria and Ice Cream Parlor. Equitable Advisors serves a broad client base including individual investors, retirement plan sponsors, corporations, and charitable organizations, 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 and provides both advisory and brokerage/insurance channels to implement client recommendations.

Jayson Jones is a financial advisor at Equitable Advisors in New York, NY, holding a Series 66 designation with one year of industry experience. Prior to joining Equitable Advisors, he worked in various roles including positions at BJ's Restaurants, Inc. and Schuyler Meadows Club Inc. Outside of finance, he is active as a disc jockey. 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 services to tailor investment solutions based on client goals, risk tolerance, and time horizon.

Paul Torre is a financial advisor with Equitable Advisors in New York, NY. He holds a Series 66 designation and has less than one year of industry experience. His prior work includes roles at Iovance and EFG LLC, as well as academic experience at the University of Cincinnati and Eastchester High School. 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 and offers both advisory and brokerage/insurance channels to implement client recommendations.

Olawale Kila is a financial advisor at Equitable Advisors with a Series 66 credential and one year of industry experience. Prior to his current role, he worked at Allied Universal and held positions at CUNY York College, West Bronx Recreation Center, and Broome Street Academy. Outside of financial advising, he serves as a security officer and fire guard for shelters in New York City on weekends. Equitable Advisors serves a broad range of clients including individuals, high-net-worth, retirement plans, corporate, charitable, and institutional clients by 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 and utilizes multiple program sponsors and endorsed third-party managers in its advisory and brokerage solutions.

Morton Lembeck is a financial advisor with Equitable Advisors in New York, NY, holding Series 63 and Series 66 licenses and bringing 62 years of industry experience. His prior roles include positions at Citigroup and Wunderlich Securities, Inc. Equitable Advisors serves a diverse client base, including individual investors, retirement plan sponsors, corporations, and charitable organizations, 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, combining advisory and brokerage services to tailor solutions based on client goals, risk tolerance, and time horizon.

Jordan Hubal is a financial advisor with Equitable Advisors in New York, NY, holding Series 66 and Series 63 licenses and having four years of industry experience. His work history includes multiple roles at Brooklyn Heights Synagogue and employment at Maimonides Medical Center through SYEP. 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 and utilizes LPL-sponsored programs and third-party managers to deliver advisory and brokerage solutions.

Henry Di Capua is an advisor at Equitable Advisors in New York, NY, holding Series 66 and Series 63 licenses. He began his career in financial services in 2026, with prior experience at JP Morgan Chase & Co. and Morgan Stanley. Outside of finance, he has been involved with the Shinnecock Yacht Club. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions by 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 collaborates extensively with program sponsors and third-party managers to provide advisory and brokerage solutions.

Jake Quadagno is a financial advisor with Equitable Advisors in New York, NY, holding the Series 66 designation. He has one year of industry experience and previously worked in the restaurant and camp sectors. 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 primarily through program sponsors and endorsed third-party managers.

Dillon Falcone is a financial advisor at Equitable Advisors in New York, NY, holding the Series 66 designation. He has less than one year of industry experience, with prior roles at Lionheart Wealth Management - Ameriprise Financial Services and a background that includes education and hospitality positions. 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 services tailored to client goals and risk tolerance.

Zachary Lobraico is a financial advisor with Equitable Advisors in New York, NY, holding a Series 66 designation and beginning his industry career in 2026. Prior to joining Equitable Advisors, his background includes roles in education and recreation at Western Connecticut State University and service on the New Fairfield Board of Education. Equitable Advisors provides financial planning, retirement plan support, and access to asset management for individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm operates a hybrid referral and implementation model through LPL programs and third-party asset managers, offering both advisory and brokerage/insurance services.

David Wang is a Series 66-licensed financial advisor with one year of industry experience, currently with Equitable Advisors in New York, NY. Prior to joining Equitable Advisors, he held various roles including positions in education and a brief tenure with Scribe America. Outside of his advisory work, he is involved with Exquisite Staffing LLC in a non-investment role. 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, tailoring services based on client goals, risk tolerance, and time horizon.

Jason Schwartz is a financial advisor with Equitable Advisors in New York, NY, holding a Series 66 designation and three years of industry experience. Prior to joining Equitable Advisors, he was involved in online sales of health and beauty products through Matrix Commerce LLC and worked as a business development representative for Mirakl. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, retirement plans, and institutions, offering a range of financial planning, broker-dealer, and advisory services primarily through partnerships with third-party asset managers and program sponsors.

Reece Harding is a financial advisor at Equitable Advisors with a Series 66 credential and one year of industry experience. Prior to joining Equitable Advisors, he held roles at several organizations including Creative Edge Parties and Lafayette College Endowment Fund Investment Office. He has also been involved with Camp Mowglis - School of the Open in multiple years. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, offering 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, utilizing LPL-sponsored programs and endorsed third-party managers to deliver its advisory and brokerage solutions.